Dashboard tiles and pinning in Power BI - Cheat Sheet & Quick Revision

Recall & Review

beginner

What is a dashboard tile in Power BI?

A dashboard tile is a single visual or element pinned to a Power BI dashboard. It shows a snapshot of data like charts, images, or text for quick insights.

beginner

How do you pin a visual to a Power BI dashboard?

You click the pin icon on a report visual. Then choose an existing dashboard or create a new one to add the tile.

intermediate

Can you pin a report page to a dashboard in Power BI?

Yes, you can pin an entire report page as a live page tile. It updates dynamically with the report data.

intermediate

What happens when you update the data behind a pinned tile?

The tile updates automatically to reflect the latest data when the dataset refreshes.

beginner

Why use dashboard tiles and pinning in Power BI?

They let you create a custom overview with key visuals from different reports. This helps monitor important info quickly in one place.

What does pinning a visual to a dashboard do?

A Changes the report data source

B Deletes the visual from the report

C Exports the visual as a file

D Creates a snapshot tile on the dashboard

Pinning adds a snapshot tile of the visual to the dashboard for quick access.

Which of these can you NOT pin to a Power BI dashboard?

A A data source connection

B A chart visual

C A text box

D An entire report page

You cannot pin a data source connection; only visuals or report pages can be pinned.

What type of tile updates automatically with data refresh?

A Live page tile

B Image tile

C Snapshot tile

D Text box tile

Live page tiles update dynamically when the underlying report data refreshes.

Where can you pin a visual from a report?

A Only to a new dashboard

B Only to an existing dashboard

C To an existing or new dashboard

D You cannot pin visuals

You can pin visuals to either an existing dashboard or create a new one.

Why is pinning useful in Power BI dashboards?

A To delete unwanted visuals

B To create a custom overview of key data

C To export reports as PDFs

D To change data sources

Pinning helps build a dashboard with important visuals for quick monitoring.

Explain how to pin a visual from a Power BI report to a dashboard and why you would do it.

Think about how you create a quick summary view.

Describe the difference between a snapshot tile and a live page tile in Power BI dashboards.

Consider how often the tile updates.

Practice

1. What is the main purpose of a dashboard tile in Power BI?

easy

A. To display a visual or report element on a dashboard for quick insights

B. To create new data tables in Power BI

C. To write DAX formulas for calculations

D. To export data to Excel

Solution

1. Step 1: Understand what dashboard tiles do

   Dashboard tiles are snapshots of visuals pinned to a dashboard for quick viewing.

2. Step 2: Identify the correct purpose

   Tiles show visuals or report elements, not data creation or exporting.

3. Final Answer:

   To display a visual or report element on a dashboard for quick insights -> Option A

4. Quick Check:

   Dashboard tile = visual snapshot [OK]

Hint: Tiles show visuals on dashboards, not data or formulas [OK]

Common Mistakes:

• Confusing tiles with data tables
• Thinking tiles create calculations
• Assuming tiles export data

2. Which of the following is the correct way to pin a visual to a dashboard in Power BI?

easy

A. Drag the visual directly onto the dashboard canvas

B. Right-click the visual and select 'Pin to dashboard'

C. Click the pin icon on the visual and choose the dashboard

D. Export the visual and upload it to the dashboard

Solution

1. Step 1: Recall the pinning method

   Power BI shows a pin icon on visuals to pin them to dashboards.

2. Step 2: Identify the correct action

   Clicking the pin icon and selecting the dashboard is the standard method.

3. Final Answer:

   Click the pin icon on the visual and choose the dashboard -> Option C

4. Quick Check:

   Pin icon click = pin visual [OK]

Hint: Look for the pin icon on visuals to pin them [OK]

Common Mistakes:

• Trying to drag visuals onto dashboards
• Right-click menu does not have pin option
• Exporting visuals is unrelated to pinning

3. Consider a dashboard tile pinned from a report visual. If the underlying data changes, what happens to the tile?

medium

A. The tile remains static and does not update

B. The tile updates automatically to reflect the new data

C. The tile deletes itself and must be pinned again

D. The tile shows an error until refreshed manually

Solution

1. Step 1: Understand tile behavior with data changes

   Tiles pinned from report visuals update automatically when data refreshes.

2. Step 2: Confirm automatic update

   This ensures dashboards show current insights without manual action.

3. Final Answer:

   The tile updates automatically to reflect the new data -> Option B

4. Quick Check:

   Tiles auto-update with data changes [OK]

Hint: Tiles refresh automatically with data updates [OK]

Common Mistakes:

• Thinking tiles stay static after pinning
• Assuming manual refresh is needed
• Believing tiles delete on data change

4. You pinned a report page to a dashboard, but the tile shows a blank or error message. What is the most likely cause?

medium

A. The report page was deleted or renamed after pinning

B. The dashboard has too many tiles already

C. You did not refresh the browser after pinning

D. The tile size is too small to display content

Solution

1. Step 1: Identify reasons for blank/error tiles

   If the source report page is deleted or renamed, the tile loses its reference.

2. Step 2: Rule out other causes

   Tile count, browser refresh, or size usually do not cause blank tiles.

3. Final Answer:

   The report page was deleted or renamed after pinning -> Option A

4. Quick Check:

   Missing source page = blank tile [OK]

Hint: Check if the pinned report page still exists [OK]

Common Mistakes:

• Blaming dashboard tile limits
• Forgetting to check report page status
• Assuming browser refresh fixes errors

5. You want to create a dashboard tile that always shows the total sales for the current month, updating automatically. Which approach should you use?

hard

A. Create a text box tile and manually update sales each month

B. Pin a static image of the sales number from last month

C. Export sales data to Excel and upload it as a tile

D. Pin a report visual with a measure filtering sales by current month

Solution

1. Step 1: Identify dynamic tile requirements

   The tile must update automatically with current month sales data.

2. Step 2: Choose the correct pinning method

   Pinning a report visual with a measure filtered by current month ensures automatic updates.

3. Step 3: Exclude static or manual options

   Static images, manual text boxes, or Excel uploads do not update automatically.

4. Final Answer:

   Pin a report visual with a measure filtering sales by current month -> Option D

5. Quick Check:

   Dynamic measure + pin visual = auto-updating tile [OK]

Hint: Use a measure filtered by current month and pin its visual [OK]

Common Mistakes:

• Using static images or manual text boxes
• Uploading Excel files instead of visuals
• Not applying date filters in measures