Power BI - Creating and configuring a Dashboard Tutorial
In this video, you will learn about creating and configuring a dashboard using Microsoft 365. The video covers the steps to create a dashboard and configure it to display relevant information.
This will help you stay organized and easily access important data.
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Power BI - Manipulating tiles in a Dashboard
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Power BI - Sharing and publishing your Dashboard
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Power BI - Consulting and using a Dashboard
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Power BI - Customising your Report
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Power BI - Publishing your Report through the Power BI Service
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Power BI - Customising your Visuals
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Power BI - Introduction to Power BI Mobile
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Power BI - Introduction to the Query Editor
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Creating a Report
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Introduction to Power Bi
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General Introduction
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Create dynamic visual title using the Selected Value function
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Introduction to Power BI Desktop
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Recovering your Data from different sources
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Introduction to Power BI Building Blocks
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Create slicers
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Create quick measures
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Preparing, cleaning and transforming your Data
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Introduction to Power BI Mobile
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Publishing your Report through the Power BI Service
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Introduction to the Query Editor
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Creating your Datasets
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Customising your Visuals
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Use the drill down filter
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Conditional formatting
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Manipulating tiles in a Dashboard
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Consulting and using a Dashboard
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Calculate function
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Turn on the drill down feature
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Sharing and publishing your Dashboard
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Manage interactions
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Customising your Report
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Manage relations between data sources
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Add an alert to a visual
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What are measures?
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Creating a Report
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Create a PivotTable report manually
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Sort, filter, summarize and calculate your PivoteTable data
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How to track and monitor values with the Watch Window
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Create a PivotTable and analyze your data
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Recovering your Data from different sources
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Preparing, cleaning and transforming your Data
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Publishing your Report through the Power BI Service
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Introduction to the Query Editor
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Creating your Datasets
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Customising your Visuals
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Manipulating tiles in a Dashboard
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Consulting and using a Dashboard
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Improved version history
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Sharing and publishing your Dashboard
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Customising your Report
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XLOOKUP (Advanced metrics)
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Use slicers, timelines and PivotCharts to analyze your pivotetable data
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Check and share your form results
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XLOOKUP (Basic metrics)
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Manage video settings
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Optimize Meetings with Viva Insights
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Analyze your network and communication habits
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Summarize Your Notes with Copilot
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Receiving a briefing email from Viva Insights
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Draft Content Based on an Existing Document with Copilot
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Summarize Your Email Exchanges with Copilot
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Summarize the Content of a Note with Copilot
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Copilot in Teams Conversations
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Copilot After Teams Meetings
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Analyze and Write Content Based on a File
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Copilot During Teams Meetings
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Analyze Team Dynamics
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Organize Your Messages with Rules
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Organize into Folders
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Sort and filter emails
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Process an incoming message
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Manage Views
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Analyzing multiple OneDrive documents with Copilot
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Clean Up Your Inbox
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Tracking changes in a Loop page with Copilot
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Analyzing a OneDrive file with Copilot
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Easily Sort Your Mails
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Use Categories
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Making changes to a text
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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Use the narrative Builder
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Microsoft Copilot Academy
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Connect Copilot to a third party app
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Share a document with copilot
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Configurate a page with copilot
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Use Copilot with Right-Click
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Draft a Service Memo with Copilot
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Extract Invoice Data and Generate a Pivot Table
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Summarize Discussions and Schedule a Meeting Slot
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Retrieve Data from a Web Page and Include it in Excel
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Understand the Specifics and Requirements of Desktop Flows
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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SharePoint: Automate File Movement to an Archive Library
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Share Power Automate Flows
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Manipulate Dynamic Content with Power FX
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Leverage Variables with Power FX in Power Automate
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Understand the Concept of Variables and Loops in Power Automate
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Create an Approval Flow with Power Automate
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Create a Scheduled Flow with Power Automate
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Create an Automated Flow with Power Automate
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Create a Simple Flow with AI Copilot
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Create a Flow Based on a Template with Power Automate
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Discover the “Build Space”
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The Power Automate Mobile App
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Familiarize Yourself with the Different Types of Flows
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Understand the Steps to Create a Power Automate Flow
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Access Power Automate for the Web
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Understand the Benefits of Power Automate
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Add a third-party application
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Send a survey or questionnaire by email
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create a collaborative email with Microsoft Loop and Outlook
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Streamline Note-Taking with OneNote and Outlook
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Create your reservation page for appointment booking (Bookings)
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Share a document securely with Outlook
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Block a sender
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Identify a fraudulent email
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Prevent transfer for a meeting
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Prevent the forwarding of an email
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Protect an email by encrypting
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Provide an overview of best security practices in Outlook
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Recover deleted items
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Recall or replace an e-mail message
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Respond to invitations as a delegate
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Use a Shared Mailbox
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Send Emails on Behalf of Someone Else
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Mailbox Delegation Setup
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Calendar Delegation Setup
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Grant delegate access in Microsoft 365 administration
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Making changes to a text
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Consult the adoption of Copilot through Viva Insights
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Search from emails with Copilot
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Using Copilot in OneNote with Right-Click
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Organizing OneNote with Copilot
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Tracking changes in a Loop page with Copilot
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Summarizing a Loop Page with Copilot
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Generating Loop Content with Copilot
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Send invitations or reminders with Copilot
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Generate formulas from a concept
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Analyzing a OneDrive file with Copilot
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Analyzing multiple OneDrive documents with Copilot
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Use the Meeting Dashboard
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Respond to a Meeting Poll
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Create a Meeting Poll
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Display Three Time Zones
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View Other Calendars
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Open a Shared Calendar
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Share Your Calendar
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Use the Scheduling Assistant
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Use the Immersive Reader Feature
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Dictate Your Email to Outlook
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Translate Emails in Outlook
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Make Your Outlook Signature Accessible
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Add Accessible Tables and Lists
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Improve the Accessibility of Images in Emails
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Improve Email Accessibility
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Send Automatic Out-of-Office Replies
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Prepare for Time Out of Office (Viva Insights)
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Respect Your Colleagues' Off Hours (Viva Insights)
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Delay Email Delivery
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Use Conversation View
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Clean Up Your Inbox
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Organize Your Messages with Rules
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Use Categories
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Easily Sort Your Mails
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Automate Routine Actions
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Create an Email Template
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Create a task from a message
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Share a task list
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Create a task or reminder
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Task Module Overview
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Manage Teams online meeting options
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Edit or delete an appointment, meeting or event
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Create a reminder for yourself
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Respond to a meeting
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Create an appointment or meeting
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Create different types of events
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Edit and customize views
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Presentation and introduction to the calendar
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Search options
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Sort and filter emails
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Request a Read Receipt or Delivery Confirmation
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The Bcc Field in Detail
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Save and Print a Message
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Insert Elements in Emails (Tables, Charts, Images)
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Attach files efficiently in Outlook
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Process an incoming message
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Send an Email and Create a Draft in Outlook
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Organize into Folders
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Set Your Work Hours in Outlook
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Create and add a signature to messages
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Manage new message notifications
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Change the default font of your emails
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Manage Views
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Add and manage multiple accounts on Outlook
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Explore the Interface
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Introduce the new version of Outlook
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Survey Consumer Satisfaction Panel with ChatGPT
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Enhance Your Product on Social Media with ChatGPT
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Write a Product Description with ChatGPT
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Structure Your Product Launch Project
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Initiate a Market Research Study with ChatGPT
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Manage Storage Space
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Synchronize Your Teams and SharePoint Files on Your Computer
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Use Documents in a Synchronized Library Folder
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Make a File Request
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Restore Your OneDrive Space
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Find All Shares from the Same Person
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Modify Sharing Rules
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Check Granted Shares
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Protect My Document with a Password and Expiration Date
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Avoid Abusive Document Sharing
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Best Security Practices on OneDrive
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Use Recycle Bins to Restore Documents
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Search for Documents
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Use Document History or Restore a Document to a Previous Version
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Sync OneDrive with a Computer
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Edit, Delete a Share
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Share and Collaborate OneDrive
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Power and Manage OneDrive
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What is OneDrive ?
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Personality and tone for a realistic rendering
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Format and example for optimal results
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The importance of context in your requests
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Precise task in conversational AI
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Basics of prompting with conversational AI
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What is a prompt ?
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Survey Consumer Satisfaction Panel
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Promote Your Product on Social Networks with Copilot
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Write a Product Description with Copilot
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Structure Your Product Launch Project
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Initiate a Market Study with Copilot
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Objectifs :
This video aims to guide users through the process of creating a dashboard in Power BI Service, highlighting the importance of dashboards for decision-making and providing step-by-step instructions on pinning visuals and customizing dashboard elements.
Chapitres :
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Introduction to Dashboards in Power BI
Dashboards in Power BI are powerful tools that provide a comprehensive view of the information necessary for decision-making. This video focuses on how to create a dashboard using visuals from Power BI Desktop reports. -
Creating a New Dashboard
To create a new dashboard, follow these steps: 1. Navigate to the Power BI Service. 2. Place your cursor over the visual you wish to pin. 3. A dialogue box will appear; select the option to pin the visual. 4. If no existing dashboard is available, you will need to name your new dashboard before clicking 'Pin'. 5. A confirmation message will appear at the top right of the page, indicating that your visual has been successfully pinned. -
Pinning Visuals to an Existing Dashboard
You can continue to pin other visuals to your dashboard. To pin to an existing dashboard: - Ensure that the existing dashboard option is available (it may be grayed out if no dashboards exist). - Select the existing dashboard option and pin the visual. - You can pin visuals from different reports, pages, or even other dashboards, allowing for the creation of summary tables. -
Understanding Tiles
Once a visual is pinned to a dashboard, it is referred to as a 'tile'. Tiles can be managed within the dashboards section of your workspace. You can select a dashboard from the list to view its contents. -
Adding Special Tiles
In addition to visuals, you can add special tiles that contain other elements such as: - Images - Online videos - Text boxes - Enriched web content To add a tile, click on 'Add Tile' in the menu at the top of your dashboard. The Details Pane will open, allowing you to edit the information for the new tile. -
Custom Links and Navigation
You can define custom links for tiles to redirect users and create new navigation paths. This feature enhances the interactivity of your dashboard. -
Managing Your Dashboard
To manage your dashboard, click on the ellipsis next to the dashboard name in your workspace. This will provide options to: - Open the dashboard - Share it with others - Rename it - Remove it - Disable the Questions and Answers feature, if necessary. -
Conclusion
Creating and managing dashboards in Power BI is essential for effective data visualization and decision-making. By following the steps outlined in this video, users can enhance their dashboards with visuals and custom elements, making their data more accessible and actionable.
FAQ :
What is the purpose of a dashboard in Power BI?
A dashboard in Power BI serves as a consolidated view of key metrics and visualizations, enabling users to monitor performance and make data-driven decisions at a glance.
How do I pin a visual to a dashboard?
To pin a visual to a dashboard, hover over the visual you want to pin, click on the pin icon, choose to create a new dashboard or select an existing one, and then confirm by clicking 'Pin'.
Can I pin visuals from different reports to the same dashboard?
Yes, you can pin visuals from different reports and pages, as well as from other dashboards, to create a comprehensive dashboard.
What types of elements can I add to a dashboard?
In addition to visuals, you can add various elements such as images, online videos, text boxes, and enriched web content to your dashboard.
What is a tile in Power BI?
A tile is an individual visual or element on a dashboard that represents a specific piece of information or data, allowing for easy access and monitoring.
How can I share my dashboard with others?
You can share your dashboard by clicking on the ellipsis next to the dashboard name and selecting the share option, allowing others to view or collaborate on it.
Quelques cas d'usages :
Sales Performance Monitoring
A sales manager can create a dashboard in Power BI to monitor key sales metrics, such as total sales, conversion rates, and customer acquisition costs, by pinning visuals from various sales reports. This allows for quick decision-making and strategy adjustments.
Marketing Campaign Analysis
A marketing team can use Power BI dashboards to track the performance of multiple campaigns by pinning visuals that display metrics like engagement rates, click-through rates, and ROI. This helps in evaluating the effectiveness of different marketing strategies.
Project Management Overview
Project managers can create a dashboard that consolidates project timelines, resource allocation, and budget tracking by pinning relevant visuals from different project reports. This provides a comprehensive view of project health and progress.
Financial Reporting
Finance teams can utilize dashboards to visualize key financial indicators such as revenue, expenses, and profit margins by pinning visuals from financial reports. This aids in financial analysis and forecasting.
Customer Support Tracking
Customer support managers can create a dashboard to monitor support ticket resolution times, customer satisfaction scores, and agent performance by pinning relevant visuals. This helps in identifying areas for improvement in customer service.
Glossaire :
Power BI Service
A cloud-based service that allows users to create, share, and collaborate on business intelligence reports and dashboards.
Dashboard
A visual interface that consolidates and displays key metrics and data visualizations, allowing users to monitor performance and make informed decisions.
Pinning
The process of adding a visual from a report to a dashboard, allowing it to be easily accessed and viewed.
Tile
An individual visual or element on a dashboard that represents a specific piece of information or data.
Details Pane
A section in Power BI where users can edit and configure the properties of a selected tile or dashboard element.
Custom Link
A hyperlink that can be added to a tile, directing users to a specific webpage or resource.
Questions and Answers
A feature in Power BI that allows users to ask natural language questions about their data and receive visual answers.