Dashboard tiles and pinning in Power BI - Real Business Scenario

Scenario Mode

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

📋 Request: Your manager wants a dashboard with key sales metrics pinned as tiles for quick monitoring.

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

🎯 Deliverable: Create a Power BI report with visuals showing total sales, total units sold, and sales by region. Pin these visuals as tiles to a new dashboard.

Sample Data

Month	Region	Category	Sales Amount	Units Sold
Jan	North	Electronics	12000	100
Jan	South	Furniture	8000	50
Feb	North	Electronics	15000	120
Feb	East	Furniture	7000	40
Mar	South	Electronics	13000	110
Mar	East	Furniture	9000	60
Apr	North	Furniture	11000	70
Apr	South	Electronics	14000	115

1

Step 1: Load the sales data into Power BI Desktop by importing the table.

Use 'Get Data' > 'Excel' or 'CSV' depending on your file format, then load the table.

Expected Result

Sales data is visible in Power BI Fields pane.

2

Step 2: Create a card visual to show Total Sales Amount.

Create a measure: Total Sales = SUM('Table'[Sales Amount]). Add a Card visual and set its value to Total Sales.

Expected Result

Card visual displays the sum of all sales amounts, which is 89000.

3

Step 3: Create a card visual to show Total Units Sold.

Create a measure: Total Units = SUM('Table'[Units Sold]). Add a Card visual and set its value to Total Units.

Expected Result

Card visual displays the sum of all units sold, which is 665.

4

Step 4: Create a bar chart visual showing Sales Amount by Region.

Add a clustered bar chart. Axis = Region, Values = Total Sales measure.

Expected Result

Bar chart shows sales amounts: North=38000, South=35000, East=16000.

5

Step 5: Pin the Total Sales card visual to a new dashboard.

Click the pin icon on the Total Sales card, select 'New dashboard', name it 'Sales Overview', and confirm.

Expected Result

Total Sales tile appears on the 'Sales Overview' dashboard.

6

Step 6: Pin the Total Units Sold card visual to the 'Sales Overview' dashboard.

Click the pin icon on the Total Units Sold card, select 'Existing dashboard', choose 'Sales Overview', and confirm.

Expected Result

Total Units Sold tile appears on the 'Sales Overview' dashboard.

7

Step 7: Pin the Sales by Region bar chart to the 'Sales Overview' dashboard.

Click the pin icon on the bar chart, select 'Existing dashboard', choose 'Sales Overview', and confirm.

Expected Result

Sales by Region tile appears on the 'Sales Overview' dashboard.

8

Step 8: Open the 'Sales Overview' dashboard and arrange the pinned tiles for clear visibility.

Drag and resize tiles as needed to create a clean layout.

Expected Result

Dashboard shows three tiles: Total Sales, Total Units Sold, and Sales by Region, arranged neatly.

Final Result

-----------------------------
| Total Sales   |  $89,000   |
-----------------------------
| Total Units   |    665     |
-----------------------------
| Sales by Region           |
| North   | ████████ 38k   |
| South   | ███████  35k   |
| East    | ████     16k   |
-----------------------------

✓Total sales amount for the period is $89,000.

✓Total units sold are 665.

✓North region leads in sales, followed closely by South.

✓East region has the lowest sales among the three.

Bonus Challenge

Add a tile to the dashboard that shows the average sales per unit across all data.

Show Hint

Create a measure: Average Sales per Unit = DIVIDE([Total Sales], [Total Units]). Use a Card visual and pin it.