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Power BI Quick Start - Create a PBI Dashboard in 90 Minutes

Name: Power BI Quick Start - Create a PBI Dashboard in 90 Minutes
Rating: 4.5 (684 reviews)

Beginners step-by-step guide to creating a Power BI dashboard. The 5 step process for building an effective dashboard.

Created byJason Davidson

Last updated 4/2020

English

English [Auto],

What you'll learn

Learn my 5 step process to building an Effective Dashboard and why each step is vital.
How to create a new Power BI report and import data from Excel.
What calculated columns are and how to add them to your data model.
What a measure is and how to add it to your data model.
Create basic DAX expressions using IF(), SWITCH(), COUNTROWS() and SUMX()
Importing a theme to format fonts and colours in Power BI.
My recommended report setting. How best to configure the Power BI report options.
How to add and configure card visuals.
How to add and configure an on-screen filter (slicer) to your report.
Set-up a bar graph visual.
Set-up a calculated column that segments work orders into days old groupings.
Add and configure a matrix visualisation with column and row categories.
Add a drillthrough from the home page charts and matrix to a work order details screen. View the detailed transactions that are behind the numbers.
How to publish your dashboard to the Power BI Service. This is the starting point to sharing your dashboard with the world.

Course content

5 sections • 19 lectures • 1h 40m total length

Introduction0:55
Kick off the Power BI quick start course with a concise introduction, promising 90 minutes of learning to create a Power BI dashboard, while inviting feedback and questions.
The 5 Step Effective Dashboard Building Process4:22
Define the Power BI dashboard goals and metrics for overdue work orders, backlog risk, and man hours, then follow a five-step process—define requirements, model data, build, implement, and evolve.

Adding Calculated Columns containing DAX IF() and SWITCH() statements7:22
Use calculated columns in Power BI with DAX IF and SWITCH to flag backlog, compute days in backlog, and group by intervals for KPI.
Adding Measures containing DAX SUM(), COUNTROWS(), SUMX() Functions4:36
Create practical DAX measures in a Power BI data model by using sum, countrows, and sumx, including backlog filtering and plan hours calculations for a dashboard.
Best Practice Page Layout, Adding and Customising Cards and Importing a Theme9:53
Design a Power BI dashboard by laying out cards for log hours and backlog by criticality, plus charts for priority and age, and a department matrix, then apply a theme.
Adding Cards and Applying Visual Level Filters7:06
Learn to add multiple cards to a Power BI dashboard, apply visual-level filters for work orders by criticality, and tailor titles and colors for clear data visuals.
Adding a Slicer, Sorting One Field By Another and Dealing with (Blank) Values6:36
Learn to add a slicer as an on-screen filter, map work criticality to descriptive labels like safety, production, environment, and routine, and sort by column while filling blanks with zero.
Add and Format Column Chart Visuals6:00
Learn to create and format a column chart in Power BI to visualize backlog by priority, switch to categorical, sort by quarter, apply consistent colors, and filter zero values.
Add Matrix Visual and Heat Map Conditional Formatting5:16
Add a matrix visual and apply heat map conditional formatting to reveal department backlogs in a Power BI dashboard, highlighting maintenance as the largest contributor.

How to Control Cross Filtering of Visuals Using Edit Interactions3:30
Learn to control cross filtering between visuals using edit interactions in Power BI, choosing between filter and none, and customizing how slicers impact each chart.
Creating and Configuring a Drillthrough Report9:30
Create and configure a drill through page in a Power BI dashboard to view work orders by department and category with backlog metrics.
Adding Colour Conditional Formatting Using a DAX Measure7:23
Create a DAX measure for conditional formatting, then apply field-value formatting to a Power BI table to highlight work orders when status is normal operations and work is scheduled.
Adding a Help Popup Tooltip to a Visualisation3:10
Create a help popup tooltip for a Power BI visualization by designing a dedicated tooltip page, configuring a custom page size, and linking it to the visual header tooltip.
Creating a Bookmark for Drilling Through to Total Backlog3:39
Learn to create a Power BI bookmark to drill through to the total backlog, configure filters, display current data, and link a bookmark button for quick, filtered views.
Adding a Pop-up Tooltip with Additional Information5:01
Learn to create a tooltip page in power bi and link it to a chart, displaying a hover-over breakdown of work orders by type with counts.

Publishing Your Dashboard to the Power BI Service3:23
Publish your dashboard to the Power BI service to share it with people inside and outside your organization by selecting a workspace, and upgrade to Power BI Pro for sharing.
Final Overview of Dashboard Functionality9:23
Revisit the five-step dashboard process, import and transform data, create calculated columns and measures, build visuals with slicers and drill-through, and publish to Power BI service.
Copy of Final Power BI Dashboard File0:04

Requirements

Install Power BI desktop on your Windows computer. Free to download from Microsoft's website.
This is a quick start guide so no other prerequisites are required.

Description

Power BI is the fastest-growing data analytics tool on the market. Demand for skills in Power BI is rocketing. Most major organisations are now using it as part of their standard desktop toolkit.

This course is for you if you are pushed for time and want to quickly learn how to create a new dashboard and understand the key features and capability of Power BI.

The good news is that it's very easy to quickly learn how to start creating effective dashboards.

After completing this short, practical, hands-on course you'll have the knowledge you need to take advantage of Power BI's capability to create your first dashboard in your organisation or role.

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Project Scenario Overview:

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For this course, you will play the role of a business analyst who has been tasked with creating a report to analyse the overdue maintenance activities at an oil production facility.

The course takes you step-by-step through the end-to-end process of defining, building and deploying a professional and effective dashboard. The dashboard will allow managers to analyse the company's overdue maintenance activities and drill into the detailed transactions that make up the overdue work.

I'll provide you with everything you need to guide you through the process of building the solution and configuring the dashboard, including my key hints and tips for success and how to make the dashboard user-friendly and easy to read (you can learn from my mistakes!).

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Course Overview:

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The course has 4 key learning objectives:

Objective #1: Learn the 5 Step Process for Building an Effective Dashboard

My 5 step process provides you with a clear structure to follow when creating a new dashboard. (Note: It's not just about Power BI)

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Objective #2: Import Data using Power Query

Understand how to load data into your Power BI data model.

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Objective #3: Building a Data Analysis Dashboard in Power BI

Learn the difference between a calculated column and a measure.
Add a new column to your data model based on the IF() function.
Create some basic measures using the SUMX() and COUNTROWS() DAX functions.
Import a theme to your dashboard - including my best practice recommendation for selecting a colour scheme.
Add and configure Card, Bar Chart, Matrix and Table visuals.
Create an on-screen filter using the Slicer visualisation.

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Objective #4: Publishing the Dashboard to the Power BI Service

Share your dashboard through the Web with the Power BI Service.

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By the end of this short project, you'll understand how to get started with Power BI and will have the skills and knowledge to build your own basic dashboards with confidence.

Note this course is not designed to be a compreshensive Power BI course. It's a quick start course built to provide you with a solid foundation in key features of Power BI. From here you'll be in a great position to accelerate your Power BI skills development.

Power BI is currently a highly desirable skill set. It allows you to easily create beautiful dashboards, track KPIs and gain insights into your data, then share these with the world!

Remember, this quick start course is for anyone looking to get started with Power BI. If you are a budding data analyst, an IT professional, a department manager or just someone who wants to add to Power BI to their skillset and CV, this course is for you.

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Included in the course package you'll get:

Downloadable presentation of my 5 Step Process to Building an Effective Dashboard.
All the files and resources you need to complete your first dashboard project.
Q&A Forum.
Final Power BI project file.

Talk to you in the course! - Jason (Founder of Effective Dashboards)

Who this course is for:

Anyone who wants to learn how to use Power BI to create dashboards to visualise and analyse their data and KPIs.

Power BI Quick Start - Create a PBI Dashboard in 90 Minutes

What you'll learn

Explore related topics

Course content

The 5 Step Effective Dashboard Building Process2 lectures • 5min

Importing Data1 lecture • 3min

Building Your Dashboard7 lectures • 47min

Adding Interaction To Your Dashboard6 lectures • 32min

Publishing the Dashboard to the Power BI Service3 lectures • 13min

Requirements

Description

Who this course is for: