Mobile layout view in Power BI - Real Business Scenario

Scenario Mode

👤 Your Role: You are a business analyst at a retail company.

📋 Request: Your manager wants a sales report that is easy to view on mobile devices. They ask you to create a mobile-friendly layout of the sales dashboard.

📊 Data: You have monthly sales data by product category and region, including total sales and number of units sold.

🎯 Deliverable: A Power BI report with a mobile layout view optimized for smartphones, showing key sales metrics and trends.

Sample Data

Month	Region	Category	Total Sales	Units Sold
Jan	North	Electronics	12000	150
Jan	South	Clothing	8000	200
Feb	North	Electronics	15000	180
Feb	South	Clothing	9000	220
Mar	North	Electronics	13000	160
Mar	South	Clothing	8500	210
Jan	East	Furniture	7000	50
Feb	East	Furniture	7500	55
Mar	East	Furniture	7200	52

1

Step 1: Import the sales data into Power BI Desktop.

Use 'Get Data' > 'Excel' or 'CSV' to load the sample data table.

Expected Result

Sales data table appears in Power BI with columns: Month, Region, Category, Total Sales, Units Sold.

2

Step 2: Create a report page with visuals showing total sales and units sold by month and category.

Add a clustered column chart: Axis=Month, Legend=Category, Values=Sum of Total Sales. Add a card visual showing total units sold using measure: Total Units = SUM('Table'[Units Sold]).

Expected Result

Report page displays a column chart of monthly sales by category and a card with total units sold.

3

Step 3: Open the Mobile Layout view in Power BI Desktop.

Go to the 'View' tab and select 'Mobile Layout'.

Expected Result

Mobile layout canvas opens, showing report visuals as thumbnails.

4

Step 4: Add the key visuals to the mobile layout and arrange them vertically for easy scrolling.

Drag the total sales column chart and the total units sold card from the right pane onto the mobile layout canvas. Resize and stack them vertically.

Expected Result

Mobile layout shows the column chart on top and the units sold card below, optimized for narrow mobile screens.

5

Step 5: Add a slicer for Region to the mobile layout for filtering data on mobile devices.

Add a slicer visual for Region from the report visuals to the mobile layout below existing visuals.

Expected Result

Mobile layout includes a Region slicer below the sales visuals, allowing mobile users to filter by region.

6

Step 6: Save and publish the report to Power BI Service.

Click 'File' > 'Save' then 'Publish' to your Power BI workspace.

Expected Result

Report is available online with mobile layout enabled for smartphone viewing.

7

Step 7: Test the report on a mobile device using the Power BI mobile app.

Open the Power BI app, navigate to the published report, and verify the mobile layout displays correctly with all visuals and slicers accessible.

Expected Result

Report displays well on mobile with vertical scrolling, clear visuals, and working filters.

Final Result

Mobile Sales Dashboard
-----------------------
| Total Sales Chart   |
| (Monthly by Category)|
-----------------------
| Total Units Sold    |
| (Card Visual)       |
-----------------------
| Region Filter       |
| (Slicer)            |
-----------------------

✓Monthly sales trends are clear and easy to view on mobile devices.

✓Users can filter sales data by region using the mobile slicer.

✓The mobile layout improves report usability on small screens.

Bonus Challenge

Add a mobile-friendly KPI visual showing the highest selling category for the current month.

Show Hint

Create a DAX measure to find the category with max sales for the latest month, then add a card visual to the mobile layout.