November 13th 2019

Create a Dashboard in Power BI

Dashboards can tell the story in a single page view and it’s an interactive tool as well. So Power BI is best suited to create such kind of interactive dashboards. So in this article, we will show you how to create an interactive sample sales Dashboard in power bi.

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Below is the data we are using to build a dashboard. This is the dummy data of various mobile phones sold in different cities of India. You can download the excel workbook to create a dashboard in Power BI.

You can download this Power BI Dashboard Sample Excel Template here – Power BI Dashboard Sample Excel Template

How to Create a Sample Sales Dashboard in Power BI?

Follow the below steps to create a sample sales dashboard in power bi.

Upload Data to Power BI

Step 1: Open Power BI File and go to the Home tab and click on Get Data and choose the data source as “Excel”.

Step 2: Choose the file from the saved location and click on “Open”.

Step 3: Before you upload the file it will ask you to choose the data table, so choose the table name (My table name is “Mobile_Sales”) and click on “Load” to upload the selected table data to Power BI.

It will take some time to upload.

Now we can see the data in the “Data” view.

Create New Calculated Column

From the data table we have only “Units Sold” and “Price Per Unit” only, so we need to calculate “Total Sales”. Right-click on the table name and choose “New Column”.

This will ask you to name the column first, so give a name as “Total Sales”.

This column will be calculated by multiplying Units with Sale Price, so from the table choose “Units Sold and Sale Price” columns.

This will create a new column in the Table as “Total Sales”.

We need to format this column as “Currency”, so select the column go to “Modelling” and choose the format as “Rupee”.

Come back to the “Report” view now.

In this report view, we will create a dashboard now.

First, insert the title bar for the dashboard. Go to the HOME tab click on Shapes and choose the “Rectangle” shape.

Draw this shape at the top of the page.

Change the background color of this shape, select the shape and it will open up the “Format Shape” option to the right side.

Click on “Fill” >>> Fill Color >>> Custom Color.

Power BI works on HEXA color codes, so we can get the color codes from the “color-hex.com” website. So you can choose the color code (without #) as you wish to have and paste it.

Now our shape filled with blue color.

Now from home tab insert Text Box.

Type the text as “Sales Dashboard”.

Place this on the shape, change the font color to white.

Now we need to create Slicer visuals. From the visualization, tab inserts blank Slicer and Date column from the table to the Field of Slicer.

Now we need to design this slicer, so choose the slicer and click on the “Format” option. Choose “Data Inputs” and apply the below changes.

Now our start and end dates are formatted like the below.

Now change the background color.

Like this, you can change the border and other things. Now our “Date” slicer looks like this.

Like this, we need to create four more slicers to have “City, Product, Manager, and Month” columns. Copy and paste the same slice but change the field column and header of the slicer respectively. I have created similar slicers and below is the image of the same.

Now let’s insert “Card Visual” to show “Total Sales” value.

Card Visuals shows the total sales value.

Now Design the card through the formatting section and it looks like this.

Like this creates two more for total units sold and COGS.

Insert the “Doughnut” chart to show “City-wise” Sales value.

Insert “TreeMap” to show Manger-wise sales value.

One final visual we are going to add is the “Date-wise” sales value.

So, finally, our Sales dashboard in power BI looks like this.

Like this, by using Power BI we can create interactive dashboards.

Note: I have done so much of formatting to these charts, you can download the Power BI Sample Dashboard file from below link and apply each formatting technique as applied.

You can download this Power BI Dashboard Sample Template here – Power BI Dashboard Sample Template

Things to Remember Here

If the required column is not there in the data then we need to create by using DAX function.
To get attractive colors to search on the web about Hexa Color codes.
Always maintain the dashboard with the most important data.

Create a Dashboard in Power BI