Welcome!Power BI User Group (PUG)

Sydney

The A-Z of Power BI Dashboards

Peter MyersBI Expert

Presenter Introduction

Peter Myers• Independent BI Expert, Bitwise Solutions

• BBus, SQL Server MCSE, Data Platform MVP (since 2007)

• Experienced in designing, developing and maintaining Microsoft database and application solutions (since 1997)

• Focuses on consulting, education and mentoring

• Based in Melbourne, Australia

peter.myers@bitwisesolutions.com.auhttp://www.linkedin.com/in/peterjsmyers

Presentation Objectives

• In this presentation, you will learn how to:• Create dashboards

• Add dashboard tiles

• Work with tiles and dashboards

• Share dashboards

• Embed dashboards

• Differentiate dashboards from reports

Creating Dashboards

• Add a dashboard

• Pin a visual to a new dashboard

• Duplicate an existing dashboard

• Upload a .pbix file (sometimes)

Adding Dashboard Tiles

Upload .pbix file to create “click through” tile

Pin report visual

Pin live report page

Pin Q&A response

Quick Insights

Pin Excel chart or range

Pin SSRS visual

Add widget (text, video, image, web)

Add streaming tile

Pin from other dashboard

Tiles

Report

Cloud Model

Live Connection

SSRSQ&A and

Quick Insight

Excel

Charts and Visuals

Ranges

Widget

Text

Video and Images

Web

Streaming

Working With Tiles

• Reposition/resize• Edit:• Title/subtitle• Show last refresh date/time• Custom link (to URL, or dashboard/report)

• Focus mode• Quick Insights• Pin to different dashboard• Alerting• Export data• QR code• Delete

Working With Dashboards

• Go to full screen mode• View usage metrics• View related (dependencies)• Set as featured• Set as favorite• Subscribe• Share• Configure phone view• Duplicate• Print• Refresh dashboard tiles• Configure settings (rename, enable Q&A, tile flow, classify)

Sharing Dashboards

• Three core techniques:• Sharing

• App workspaces (collaboration)

• Apps (sharing)

• Print

Embedding Dashboards

• Programmatic embedding of:• Dashboards

• Tiles

• Q&A

Dashboards▪ Intended for monitoring

▪ Available in the Power BI service only

▪ “Single pane of glass”

▪ Tiles can come from many datasets

▪ Can use Q&A natural language querying

▪ No filtering

▪ Modifications commit instantly

▪ Tiles automatically update when dataset is refreshed, pushed or streamed

▪ Can embed (dashboards, tiles and Q&A)

▪ Can distribute with apps

▪ Can share to internal and external users

▪ Can navigate to source (report, question, etc.) or a specific dashboard or report, or custom URL

Reports▪ Intended for interaction/exploration

▪ Available in the service, and Power BI Report Server

▪ One or more pages

▪ Visuals come from one dataset

▪ No Q&A

▪ Interactive filtering, highlighting, and sorting

▪ Modifications must be saved

▪ Requires manual refresh, or will update when interacting

▪ Can embed

▪ Can distribute with apps

▪ Can publish to web

Resources

• Dashboards in Power BI Service• https://powerbi.microsoft.com/en-us/documentation/powerbi-service-

dashboards/

• Tips for designing a great Power BI dashboard• https://powerbi.microsoft.com/en-us/documentation/powerbi-service-tips-

for-designing-a-great-dashboard/

• Power BI documentation• http://support.powerbi.com/

• Power BI blog• http://blogs.msdn.com/b/powerbi/

Thank you for Attending!

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