Monday, 23 March 2015

Creating your first Power BI Visualization Dashboard

Microsoft Power BI is a cloud based BI service allows us to create and share reports and data visualization from variety of data sources on any device. The service which was previously available only in the US region is now available worldwide. In this blog we will see how to create a simple visualization in Power BI using excel sheet as Data Source.

Below are the series of steps that have to be taken to create a Power BI visualization

1.       Create a excel data source. For example create a products sheet with Product, Quarter, Revenue, Units Sold columns and enter data for few rows. Select the rows and create a table.


2.       Sign in to Power BI , if you don’t have an account sign up for free using your official email.

3.       In the Power BI designer click ‘+’ sign next to the Datasets menu in left navigation pane.

4.       You will be taken to Get Data page. On this page click Excel Workbook in the left navigation and then click Connect button


5.       Choose the location as computer and Browse to the location where we have saved the excel workbook with table and click Connect button

6.       A new dashboard will be created with the selected excel work book.

7.       Click on the dashboard from the left navigation pane and then click source to create a new visualization.


8.       On the visualization page select the fields you want in the visualization for example Product and Units sold fields. The Visualization will be displayed on the screen.

9.       Save the report by clicking the Save menu from top and give a name to the report.

10.       Select the visualization to by clicking on it and then click the Pin button on the right to pin the visualization to the dashboard.

11.   Click on the dashboard name from the top to go back to the dashboard. You will see that the visualization has been added to the dashboard.


12.   Q&A feature in Power BI allows us to explore data through natural language queries and get answers in the form charts. We can create a variety of  Q&A like for example “show products sold more than 2500 in q2”

12.   Visualizations created from Q&A can be pinned to the dashboard.

13.   Dashboards can be easily shared with your colleagues by simply clicking the Share icon and specifying the email addresses of colleagues with whom the report has to be shared.

Power BI is easy and intuitive to use BI tool that allows us to create, share and access reports and visualizations just using a browser.