Power BI installation and setup - Dashboard Guide

Dashboard Mode - Power BI installation and setup

Goal

Understand how to install and set up Power BI Desktop to start creating reports and dashboards.

Sample Data

Order ID	Product	Category	Quantity	Price	Order Date
1001	Notebook	Stationery	10	2.5	2024-01-05
1002	Pen	Stationery	20	1.2	2024-01-06
1003	Desk Chair	Furniture	2	85	2024-01-07
1004	Monitor	Electronics	1	150	2024-01-08
1005	Stapler	Stationery	5	6	2024-01-09

Dashboard Components

• KPI Card: Total Sales
  Formula: Total Sales = SUMX(Sales, Sales[Quantity] * Sales[Price])
  Result: 10*2.5 + 20*1.2 + 2*85 + 1*150 + 5*6 = 25 + 24 + 170 + 150 + 30 = 399
• Bar Chart: Sales by Category
  Formula: Sales by Category = SUMX(FILTER(Sales, Sales[Category] = EARLIER(Sales[Category])), Sales[Quantity] * Sales[Price])
  Values:
  • Stationery: (10*2.5)+(20*1.2)+(5*6) = 25 + 24 + 30 = 79
  • Furniture: 2*85 = 170
  • Electronics: 1*150 = 150
• Table: Detailed Sales Data
  Shows all columns from sample data for review.

Dashboard Layout

+----------------------+----------------------+
|      Total Sales      |   Sales by Category   |
|       (KPI Card)      |      (Bar Chart)      |
+----------------------+----------------------+
|                Detailed Sales Data               |
|                      (Table)                     |
+--------------------------------------------------+

Interactivity

A slicer filter on Category allows users to select one or more categories. When a category is selected, the Total Sales and Sales by Category update to show only data for the selected categories. The detailed sales table also filters to show only matching rows.

Self Check

If you add a filter to select only the Stationery category, which components update and what is the new total sales?

• Updated Total Sales: 79
• Sales by Category Chart: Shows only Stationery bar with value 79
• Detailed Sales Table: Shows only rows with Category = Stationery

Key Result

A beginner-friendly Power BI dashboard showing total sales, sales by category, and detailed sales data with interactive category filtering.