A Step-by-Step Guide to Creating a Power BI Dashboard - Liquid Technologies

A Step-by-Step Guide to Creating a Power BI Dashboard

Data visualization has grown to become an integral part of our work lives, be it personal or corporate. Data visualization has got immense possibilities: it can simplify the most complex facts and figures and transform raw data into useful business insights. Microsoft’s data visualization suite, Power BI comes as a handy tool, easing up data operations and making decisions. One of the distinguishing features of Power BI service is its dashboard.

A Brief Introduction

A Power BI dashboard is a single page visualization that can be configured to display key metrics for analytics, insights and more. The dashboard also known as canvas, visualizes only the highlights of a story. The details can be analyzed in the related reports.

Image Source: https://docs.microsoft.com/en-us/power-bi/service-dashboards

Dashboards are a feature unique to Power BI service alone, and not available on Power BI Desktops. Also, you can view and share your dashboards on mobile devices, but not create them on mobile.

●      Basic Concepts

A Power PI dashboard is actually a well knit set of tiles, which you can selectively pin to your dashboard. And each report is based on a dataset. You can think of dashboards as a connection to the reports and datasets in the backend. Clicking on one visualization guides you to the report in the backend and you can update the dataset to see changes update automatically to your dashboard.

●      Advantages of Dashboards

Dashboards aren’t just about seeing your data in a pretty way, but it is about being interactive and updating tiles as and when the backend data changes.

Dashboards are a wonderful way to monitor any system, be it machine performance or business insights, by keeping only the key metrics in view. The dashboard visualizations are not limited to one data set, but can be based upon multiple data sets and reports. Regardless of whether the data is stored on cloud or on-premises, a dashboard can combine both kinds of data to provide a consolidated view.

A Step-by-Step Guide to Power BI Dashboard

Now that we know how data-driven a Power BI Dashboard can be towards gaining business insights along with dashboard basics, let’s dive right in! Here is the ultimate step by step Power BI dashboard building guide.

STEP 1: Importing from workbook

In the first step of our Power BI dashboard guide, we import a sample Power BI dataset and use it to create our own custom dashboard. Our sample dataset is an Excel Workbook with two sheets. On importing the workbook in Power BI, it adds a dataset along with a report to our workspace. The report is created automatically using the Excel sheets.

  1. You can use your excel file you want to build reports on.
  2. Next, open app.powerbi.com on your favourite browser to start using Power BI service.
  3. Move onto the navigation pane, and select My Workspace and then Get Data.

Image Source: https://docs.microsoft.com/en-us/power-bi/service-dashboard-create

  1. Go to the Files menu, then select Get.

Image Source: https://docs.microsoft.com/en-us/power-bi/service-dashboard-create

  1. Navigate to the location where you have stored your sample Excel dataset file. Select it and choose Connect.

Image Source: https://docs.microsoft.com/en-us/power-bi/service-dashboard-create

  1. For this exercise, select Import.

Image Source: https://docs.microsoft.com/en-us/power-bi/service-dashboard-create

  1. If everything goes right, you should see the success message appear on your window, Select the X to dismiss it.

Image Source: https://docs.microsoft.com/en-us/power-bi/service-dashboard-create

STEP 2: Pinning tiles to your dashboard
  1. Working on the same workspace as created in Step 1, select the Reports tab, and then select the Report you want to open.

Image Source: https://docs.microsoft.com/en-us/power-bi/service-dashboard-create

The report, by default, opens in Reading view. Each tab on the left of the worksheet should represent a page of the report.

  1. To open the report in Editing view, select More Options(…) > Edit report.

Image Source: https://docs.microsoft.com/en-us/power-bi/service-dashboard-create

  1. Hover your cursor over any visualization to reveal the options available. To add a visualization to your dashboard, select the Pin icon.

Image Source: https://docs.microsoft.com/en-us/power-bi/service-dashboard-create

  1. In order to create a new dashboard, select the New Dashboard option and give it a name.

Image Source: https://docs.microsoft.com/en-us/power-bi/service-dashboard-create

  1. On selecting the Pin option, Power BI creates a new dashboard in your current workspace. After the successful Pinned to dashboard message appears on the screen, select Go to dashboard. If prompted in between to save the report, choose Save.

Image Source: https://docs.microsoft.com/en-us/power-bi/service-dashboard-create

Power BI should then open up a new dashboard. It has one tile containing the visualization you just pinned.

Image Source: https://docs.microsoft.com/en-us/power-bi/service-dashboard-create

  1.  Finally, select the tile to return to the report. Pin a few more tiles as per your need to the newly created dashboard. Every time the Pin to dashboard window appears, select Existing dashboard and then Pin.
STEP 3: Choosing the right chart

Now that you have created your own dashboard, it’s time to customize your charts on the basis of the kind of data you are using to gain insights upon. This is a significant step, and if not considered properly, your data visualization may turn misleading.

Image Source: https://www.mytechlogy.com/upload/by_users/Lynia/271803074943chartcategory.png

The following few strategies might prove helpful:

There are mainly 4 classifications of charts based on their functionality:

  • Comparison
  • Composition
  • Distribution
  • Relationship

The types of charts that prove the best suitable for portraying these classifications of data are:

  • Pie Charts may be used to display composition in terms of percentage. One important note here is that the values should sum to a perfect 100%
  • Bar charts and column charts are one of the most commonly used chart types for showing distribution and comparison. You can display the number of products sold for each type on a bar chart. This may also be used to establish a comparison between the profit from sales of different types of products. These charts are also useful to show periodic data.
  • Line charts and area charts are mainly used for comparison in trends. They are best suited for visualizing time series data. For instance, if you wish to see how a particular product has performed in the market over the last 10 years, a line chart would provide the most insightful visualization.
  • Stacked charts are also used to show comparison and composition together.
  • If the insights required are to show a relationship between two variables, scatter plots are the best.

STEP 4: Saving & Publishing your dashboard

Once your dashboard is self- sufficient with the right insights and charts, click on the Save button on the toolbar. Since Power BI charts are built over Excel data, they shall keep updating as and when you update your Excel sheet.

You also get the option to Publish your dashboard to the Power BI service for sharing purposes.

Next Steps:

Congrats! You just created your first custom dashboard! Keep exploring and customizing your dashboards.


The Importance of Data Engineering in Business Success

One of the advantages of living in a decentralized, globalized economy is that you have instant access to almost all kinds of information. The disadvantage, however, arises in the way you handle this information.

Read More

The Manifest Names Liquid Technologies as one of the Most Reviewed Software Developers in Dubai

The Manifest recently announced its list of the most-reviewed B2B companies in Dubai and we are proud to be part of this list!

Read More

Soundraw Review: AI-Powered Music Creation Tool

For aspiring musicians and artists, Soundraw is the ultimate music production tool to create and enhance music.

Read More


Lumen-5 is an AI-powered Video Creation platform that allows businesses to present product ideas and propositions through a compelling and engaging narrative. It does this by converting your blogs, whitepapers, and other written content into videos in a matter of minutes, and with the simple click of a button.Lumen-5 achieves this feat by harnessing the […]

Read More

5 Common Mistakes in UI/UX

It is indeed true that one’s role as a UX designer is not limited to just designing a few compelling buttons and creating a visually pleasing layout, but a lot more than that. UX designers have to take a holistic view of the user journey, and use those insights to make their work user-centric in […]

Read More

Element Data Brings Datasets and Visualizations to Snowflake’s Government & Education Data Cloud

Element Data today announced the launch of its World Bank Global Education Statistics datasets and visualizations as a prebuilt solution for the Government & Education Data Cloud, launched by Snowflake, the Data Cloud company.

Read More

Liquid Technologies Is Getting Attention As a Game-Changer in The App Development Industry

The app development industry has etched itself in history as a major landmark, primarily because it completely changed the nature of business transactions.

Read More

The Future of Artificial Intelligence in Mobile App Development

The advent of Artificial Intelligence has caused a radical transformation in the tech world. And Chat-GPT is only a harbinger of the countless different ways in which this invention will take over human tasks, completing them in a far more effective manner.

Read More

Video Analytics for Optimizing Business Operations in Various Industries

Video Analytics has evolved greatly in the physical industry via its comprehensive security and surveillance features like facial recognition, object detection, and intrusion alert.

Read More

Top 5 Mobile App Development Trends of 2023

The world of mobile app development is volatile, marked by continuous innovations and changes looming in the distance. In such a turbulent environment, the onus is on speed and adaptability, i.e., reacting swiftly to sudden shifts and inventions. For mobile application developers and resellers, staying updated on emerging technologies and rising trends is a crucial […]

Read More

Top 5 Business Intelligence Tools for Small Businesses

In today’s time of digitalization and advanced analytics, the importance of Data Analytics and Business Intelligence cannot be overstated. No matter what size your company is, having access to accurate data is crucial for informed decision making especially in areas like enterprise resource planning, market analytics, and business operations. All of the decisions taken are […]

Read More

Open AI: Pushing the Boundaries of AI and Revolutionizing the Industry for a Better Future

What is Open AI? In the early 2000s, the global growth of Artificial Intelligence (AI) raised concerns about the potential for an uncontrolled and emotionless intelligence explosion which could pose an existential threat to humanity. Recognizing this challenge, Sam Altman and Elon Musk took the lead in promoting the safe and open development of AI. […]

Read More

How to pick the right tech partner

Creating your own, custom software is not an easy task, especially if you don’t really have any experience with tech. But should that be the case? Building a product, growing a community around it, and spearheading it into success is not the easiest of processes. You can’t possibly get the most benefit out of the […]

Read More

Intro to Data Warehousing and Analytics

A data warehouse is a data management system specifically designed to facilitate and support businesses with their business intelligence (BI) actions and analytics. Data warehouses handle queries and support analytics and typically contain large quantities of historical information. The data within the data warehouse services are usually drawn from various sources, including transaction applications, log […]

Read More

Your guide to an MVP

Growing a business is like climbing a mountain. You have a vision of where you want to go, but the path isn’t always clear. You take one step at a time, learning as you go.

Read More

Artificial Intelligence and it’s Efficacies

Before delving into how Artificial Intelligence is used in Pakistan, it is important to first understand what exactly Artificial Intelligence (AI) is.

Read More

A Step-by-Step Guide to Creating a Power BI Dashboard

Data visualization has grown to become an integral part of our work lives, be it personal or corporate.

Read More

Serverless Development

There was a time when developers and companies invested a lot in hardware and places to store them.

Read More

Hybrid vs Native App Development

Application Development is an ever-growing industry. The ease with which the Mobile Apps have created has led to an increase in the frameworks and technology spurring its growth with the need going up

Read More

Data Driven Dashboards

Liquid Technologies is a Data Consulting, Data Visualization and Insights Gathering Company with a focus on Predictive Intelligence and scalable software solutions on the cloud.

Read More

Predictive Intelligence Training

For starters, Predictive Intelligence goes by several names, most notably Predictive Analytics and Predictive Recommendations. Each has a similar meaning—for our purposes, we’ll use Predictive Intelligence.

Read More

Business Intelligence And Analytics In Retail Industry

In today’s world, Data plays an important role in how we do business, more and more data driven companies are coming up the block.

Read More

4 Main Ways to use Business Intelligence in your Business

In this article, we will discuss how we can use BI in our day to day businesses in order to achieve success

Read More

How Business Intelligence is Disrupting the Retail Industry!

Business Intelligence has transformed the way we do business over the years, by dishing out billions of data points from multiple data sources and impacting different industries.

Read More

Liqteq’s BI Restructuring Data-Driven Decision Making In The Pharma Industry

Today’s pharmaceutical companies are large and complex with a critical need for information and data.

Read More

Banks – How liqteq’s BI insights are taking Banks to the next level

Business Intelligence (BI) is responsible for enhancing the banking operations like identifying patterns, analyzing connections, addressing and resolving issues in real-time etc.

Read More

Why Your Company Needs To Care About Big Data

First of all, lets clear out the buzzwords, which are big data, artificial intelligence and digital automation.

Read More


Top Mobile App Development Company On Clutch


Top Mobile App Development Company On Good Firms


Top Mobile App Development Company On Futura


Top Mobile App Development Company On UpCity

Schedule a call with our Growth Advisors

Contact Us

Sign Up For Game Development Services

Let's Talk Contact Us

Trusted by

Copyright © 2023 Liquid Technologies | All Rights Reserved.