First Power BI report - Dashboard Guide

Dashboard Mode - First Power BI report

Goal

Understand total sales and sales by product category to see which category sells best.

Sample Data

Order ID	Product Category	Sales Amount
1001	Books	150
1002	Electronics	300
1003	Books	200
1004	Clothing	100
1005	Electronics	400
1006	Clothing	150
1007	Books	100

Dashboard Components

• Total Sales KPI Card: Shows total sales amount.
  Formula: Total Sales = SUM('Sales'[Sales Amount])
  Result: 1400
• Sales by Product Category Bar Chart: Displays sales amount for each product category.
  Data:
  • Books: 450
  • Electronics: 700
  • Clothing: 250
• Sales Data Table: Shows raw sales data with Order ID, Product Category, and Sales Amount.

Dashboard Layout

+----------------------+--------------------------+
| Total Sales KPI Card  | Sales by Product Category |
|                      |          Bar Chart        |
+----------------------+--------------------------+
|                  Sales Data Table                 |
+--------------------------------------------------+
  

Interactivity

A slicer filter on Product Category lets you select one or more categories.

When you select categories, the Total Sales KPI and the Bar Chart update to show sales only for those categories.

The Sales Data Table also filters to show only the selected categories' rows.

Self Check

If you add a filter selecting only Books, which components update and what are their new values?

• Total Sales KPI Card: Updates to 450
• Sales by Product Category Bar Chart: Shows only Books with 450 sales
• Sales Data Table: Shows only rows with Product Category = Books

Key Result

A simple Power BI report showing total sales, sales by product category, and raw sales data with interactive filtering.

Practice

1. What is the main purpose of creating a Power BI report?

easy

A. To create text documents for data

B. To write complex code for data processing

C. To store large amounts of raw data

D. To turn data into easy-to-understand visuals

Solution

1. Step 1: Understand Power BI report function

   Power BI reports are designed to visualize data, making it easier to understand.

2. Step 2: Compare options with report purpose

   Only turning data into visuals matches the report's main goal.

3. Final Answer:

   To turn data into easy-to-understand visuals -> Option D

4. Quick Check:

   Power BI reports = Visual data display [OK]

Hint: Reports = visuals, not coding or raw data [OK]

Common Mistakes:

• Thinking Power BI is for coding data processing
• Confusing reports with data storage
• Assuming reports create text documents

2. Which of the following is the correct way to add a field to a Power BI report visualization?

easy

A. Type the field name in a text box on the report

B. Drag the field from Fields pane to the report canvas

C. Write a SQL query to add the field

D. Upload the field as a separate file

Solution

1. Step 1: Recall how to add fields in Power BI

   Fields are added by dragging them from the Fields pane to the report canvas.

2. Step 2: Eliminate incorrect methods

   Writing SQL, typing names, or uploading files are not how fields are added to visuals.

3. Final Answer:

   Drag the field from Fields pane to the report canvas -> Option B

4. Quick Check:

   Drag fields to visuals = correct method [OK]

Hint: Drag fields from Fields pane to canvas [OK]

Common Mistakes:

• Trying to write SQL to add fields
• Typing field names manually
• Uploading fields as files

3. Given a dataset with sales data, what will happen if you drag the 'Sales Amount' field to the report canvas and select a Card visualization?

medium

A. It will show a blank report because Card needs a measure

B. It will list all sales transactions in a table

C. It will show the total sales amount as a single number

D. It will create a bar chart of sales by product

Solution

1. Step 1: Understand Card visualization purpose

   Card visuals display a single summarized number, like total sales.

2. Step 2: Analyze dragging 'Sales Amount' to Card

   Dragging a numeric field like 'Sales Amount' to Card shows its total sum.

3. Final Answer:

   It will show the total sales amount as a single number -> Option C

4. Quick Check:

   Card visual = single total number [OK]

Hint: Card shows one total number from numeric field [OK]

Common Mistakes:

• Expecting a table or chart from Card
• Thinking Card needs a special measure
• Confusing Card with bar chart

4. You created a report but the visual shows no data. Which of these is the most likely reason?

medium

A. You forgot to drag any fields into the visual

B. You used the wrong font color

C. You saved the report without a name

D. You closed Power BI Desktop

Solution

1. Step 1: Identify why visuals show no data

   Visuals need fields dragged into them to display data.

2. Step 2: Check other options for impact

   Font color or report name do not affect data display; closing Power BI stops work but is unrelated to visual data.

3. Final Answer:

   You forgot to drag any fields into the visual -> Option A

4. Quick Check:

   No fields dragged = no data shown [OK]

Hint: Visuals need fields dragged in to show data [OK]

Common Mistakes:

• Blaming font color for no data
• Thinking report name affects visuals
• Confusing closing app with visual data issue

5. You want to create a report that lets users filter sales by year and see total sales update instantly. Which two visuals should you use together?

hard

A. A slicer for Year and a Card for total sales

B. A table for Year and a pie chart for sales

C. A text box for Year and a bar chart for sales

D. A map for Year and a line chart for sales

Solution

1. Step 1: Identify filtering visual

   Slicers let users pick filter values like Year interactively.

2. Step 2: Identify visual showing total sales

   Card visual shows a single total number that updates with filters.

3. Step 3: Combine slicer and card for interactive filtering

   Using slicer for Year and Card for total sales lets users filter and see instant updates.

4. Final Answer:

   A slicer for Year and a Card for total sales -> Option A

5. Quick Check:

   Slicer + Card = interactive filter and total [OK]

Hint: Use slicer to filter and card to show total [OK]

Common Mistakes:

• Using text box instead of slicer for filtering
• Choosing visuals that don't update interactively
• Confusing map with year filter