Dataflow entities in Power BI - Dashboard Guide

Dashboard Mode - Dataflow entities

Business Question

How can we organize and reuse data preparation steps across multiple Power BI reports using dataflow entities?

Sample Data: Sales Transactions

TransactionID	CustomerID	Product	Quantity	Price	TransactionDate
1001	C001	Notebook	2	5	2024-01-10
1002	C002	Pen	10	1	2024-01-11
1003	C001	Notebook	1	5	2024-01-12
1004	C003	Folder	5	3	2024-01-13
1005	C002	Pen	7	1	2024-01-14

Dashboard Components

• KPI Card: Total Sales Amount
  Formula: Total Sales = SUMX('Sales', 'Sales'[Quantity] * 'Sales'[Price])
  Result: 2*5 + 10*1 + 1*5 + 5*3 + 7*1 = 10 + 10 + 5 + 15 + 7 = 47
• Table: Dataflow Entity: Sales Summary
  Description: This entity groups sales by Product and calculates total quantity and sales amount.
  Formula:
  Sales Summary = SUMMARIZE('Sales', 'Sales'[Product], "Total Quantity", SUM('Sales'[Quantity]), "Total Sales", SUMX(CURRENTGROUP(), 'Sales'[Quantity] * 'Sales'[Price]))
  Sample rows:
  Notebook - Quantity: 3, Sales: 15
  Pen - Quantity: 17, Sales: 17
  Folder - Quantity: 5, Sales: 15
• Bar Chart: Sales Amount by Product
  X-axis: Product
  Y-axis: Total Sales (from Sales Summary entity)

Dashboard Layout

+----------------------+----------------------+
|      Total Sales      |  Sales Amount by     |
|       (KPI Card)      |     Product (Chart)  |
+----------------------+----------------------+
|          Sales Summary Table               |
+-------------------------------------------+

Interactivity

A slicer on Product filters the Sales Summary table and the Sales Amount by Product chart. The Total Sales KPI updates to show the sum for the selected product(s).

Self Check

If you add a filter to select only Product = Pen, which components update and what is the new Total Sales value?

Answer: The Sales Summary table shows only Pen rows, the bar chart shows sales for Pen only, and the Total Sales KPI updates to 17 (Quantity 17 * Price 1).

Key Result

Dashboard showing total sales, sales summary entity, and sales by product using dataflow entities.