Data source and dataset in Power BI - Dashboard Guide

Dashboard Mode - Data source and dataset

Goal

Understand where data comes from and how it is organized in Power BI to create reports.

Sample Data

OrderID	Product	Category	Quantity	Price	OrderDate
1001	Notebook	Stationery	5	2.5	2024-01-10
1002	Pen	Stationery	10	1.2	2024-01-11
1003	Chair	Furniture	2	45.0	2024-01-12
1004	Desk	Furniture	1	120.0	2024-01-13
1005	Marker	Stationery	7	1.5	2024-01-14

Dashboard Components

• KPI Card: Total Sales
  Formula: Total Sales = SUMX('Sales', 'Sales'[Quantity] * 'Sales'[Price])
  Result: 5*2.5 + 10*1.2 + 2*45 + 1*120 + 7*1.5 = 12.5 + 12 + 90 + 120 + 10.5 = 245
• Table: Sales by Category
  Formula: SUMX(FILTER('Sales', 'Sales'[Category] = EARLIER('Sales'[Category])), 'Sales'[Quantity] * 'Sales'[Price])
  Result:
  - Stationery: (5*2.5)+(10*1.2)+(7*1.5) = 12.5 + 12 + 10.5 = 35
  - Furniture: (2*45)+(1*120) = 90 + 120 = 210
• Bar Chart: Sales by Product
  Shows total sales amount per product using the same calculation as Total Sales per product.

Dashboard Layout

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

Interactivity

A slicer on Category filters all components. Selecting 'Stationery' updates Total Sales, Sales by Category table, and Bar Chart to show only stationery products.

Self Check

If you add a filter for Category = Furniture, which components update and what is the new Total Sales?

Answer: All components update. Total Sales becomes (2*45)+(1*120) = 210.

Key Result

Dashboard showing total sales, sales by category, and sales by product from a sample sales dataset.