Power BI workflow (get data, transform, visualize, share) - Dashboard Guide

Dashboard Mode - Power BI workflow (get data, transform, visualize, share)

Business Question

How can we use Power BI to collect sales data, clean it, create visuals, and share insights with the team?

Sample Data

Order ID	Product	Region	Sales Amount	Order Date
1001	Chair	East	250	2024-01-15
1002	Table	West	450	2024-01-20
1003	Desk	East	300	2024-02-05
1004	Chair	South	150	2024-02-10
1005	Table	North	500	2024-02-15
1006	Desk	West	350	2024-03-01
1007	Chair	East	200	2024-03-05

Dashboard Components

• KPI Card: Total Sales
  Formula: Total Sales = SUM('Sales'[Sales Amount])
  Result: 2200
• Bar Chart: Sales by Region
  X-axis: Region
  Y-axis: Sum of Sales Amount
  Shows total sales for East (750), West (800), South (150), North (500)
• Line Chart: Sales Over Time
  X-axis: Order Date (by month)
  Y-axis: Sum of Sales Amount
  Shows sales trend from January to March 2024
• Table: Sales Details
  Columns: Order ID, Product, Region, Sales Amount, Order Date
  Shows all rows from sample data

Dashboard Layout

+----------------------+----------------------+
|      Total Sales      |    Sales by Region   |
|       (KPI Card)      |      (Bar Chart)     |
+----------------------+----------------------+
|    Sales Over Time    |    Sales Details     |
|      (Line Chart)     |       (Table)        |
+----------------------+----------------------+ 

Interactivity

Adding a slicer for Region filters all visuals: Total Sales, Sales by Region, Sales Over Time, and Sales Details update to show data only for the selected region(s).

Selecting a month in the Sales Over Time line chart highlights corresponding rows in the Sales Details table.

Self Check

If you add a filter for Region = East, which components update and what changes occur?

• Total Sales: Updates to 750
• Sales by Region: Shows only East region bar
• Sales Over Time: Shows sales trend only for East region
• Sales Details: Shows only rows where Region is East

Key Result

A Power BI dashboard showing total sales, sales by region, sales trend over time, and detailed sales data with interactive region filtering.