Workspaces in Power BI - Dashboard Guide

Dashboard Mode - Workspaces

Dashboard Goal

Understand how sales perform across different regions and products using Power BI Workspaces to collaborate and share insights.

Sample Data

Region	Product	Sales Amount	Month
East	Chair	100	January
West	Table	200	January
East	Desk	150	February
North	Chair	300	February
South	Table	250	March
West	Desk	400	March
North	Table	350	April
South	Chair	180	April

Dashboard Components

• KPI Card - Total Sales: Shows total sales amount.
  Formula: Total Sales = SUM('Sales'[Sales Amount])
  Result: 1930
• Bar Chart - Sales by Region: Displays sales sum grouped by Region.
  Formula: SUM('Sales'[Sales Amount]) by 'Sales'[Region]
  Shows East, West, North, South sales totals.
• Pie Chart - Sales by Product: Shows sales distribution by Product.
  Formula: SUM('Sales'[Sales Amount]) by 'Sales'[Product]
• Table - Monthly Sales Details: Lists sales by Month, Region, and Product.
  Columns: Month, Region, Product, Sales Amount

Dashboard Layout

+----------------------+----------------------+
|      Total Sales      |   Sales by Region    |
|       (KPI Card)     |      (Bar Chart)     |
+----------------------+----------------------+
|    Sales by Product   |  Monthly Sales Table |
|      (Pie Chart)      |                      |
+----------------------+----------------------+
  

Interactivity

A slicer filter on Region allows users to select one or multiple regions. When a region is selected, all components update to show data only for those regions. For example, selecting "East" filters the bar chart, pie chart, KPI card, and table to East region sales.

Similarly, a slicer on Month can filter the data by selected months.

Self Check

If you add a filter for Region = West, which components update and what will the Total Sales KPI show?

Answer: All components update to show only West region data. The Total Sales KPI will show 600 (200 for Table in January + 400 for Desk in March).

Key Result

A Power BI dashboard showing total sales, sales by region and product, and monthly sales details with interactive region and month filters.