Publishing reports in Power BI - Dashboard Guide

Dashboard Mode - Publishing reports

Goal

How to publish a Power BI report so others in your organization can view and interact with it securely.

Sample Data

Order ID	Product	Sales Amount	Region	Order Date
1001	Chair	150	East	2024-01-15
1002	Desk	300	West	2024-01-20
1003	Lamp	75	East	2024-02-05
1004	Chair	200	North	2024-02-10
1005	Desk	350	South	2024-03-01
1006	Lamp	90	West	2024-03-15

Dashboard Components

• KPI Card: Total Sales
  Formula: Total Sales = SUM('Sales'[Sales Amount])
  Result: 1165
• Bar Chart: Sales by Region
  Formula: SUM('Sales'[Sales Amount]) grouped by 'Sales'[Region]
  Shows sales totals for East, West, North, South
• Table: Detailed Orders
  Shows all columns from sample data for review
• Publish Button: Simulated button to publish report to Power BI Service

Dashboard Layout

+----------------------+--------------------+
|      Total Sales      |   Sales by Region  |
|       (KPI Card)     |     (Bar Chart)    |
+----------------------+--------------------+
|                Detailed Orders               |
|                    (Table)                   |
+---------------------------------------------+
|                Publish Report Button         |
+---------------------------------------------+

Interactivity

The bar chart and table are connected. Selecting a region in the bar chart filters the table to show only orders from that region.

The publish button uploads the current report to Power BI Service, making it accessible to authorized users via the web or mobile apps.

Self Check

If you add a filter for Region = 'East', which components update?

• The bar chart updates to highlight or filter to East region sales.
• The detailed orders table shows only orders from the East region.
• The Total Sales KPI updates to show total sales for East region only.

Key Result

A Power BI report showing total sales, sales by region, detailed orders, and how to publish the report for sharing.