How to create Power BI Dashboard and Reports

Last updated on Sep 27 2021
Bhavin Mukherjee

Table of Contents

How to create Power BI Dashboard and Reports

Power BI dashboard may be a single page, also called a canvas that uses visualization to tell the story. It is limited to one page; therefore, a well-designed dashboard contains only the most essential elements of that story.
The visualizations visible on the dashboard are referred as tiles. These tiles are pinned to the dashboard from reports. The visualizations on a dashboard come from reports, and every report is predicated on one data set.
A dashboard can combine on-premises and cloud-born data. And they’re providing a consolidated view no matter of where the data lies.

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Dashboard

Creating Dashboard in Power BI
We need to import one sample datasets of the Power BI and use it to create a new dashboard.
For example, suppose a sample such as Procurement Analysis. This sample may be an excel workbook with two Power View sheets.
When Power BI imports the workbook, it adds a dataset and a report to the workspace. Let’s see step by step.
Step 1: Open the Power BI Desktop and click on the File pane.
Step 2: Go to the Import option.
Step 3: And select the Excel dataset file to import the file.

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Excel file

Step 4: Select the procurement analysis sample file.
Step 5: And click on the Open button.

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Open

Step 6: For the exercise, select the Start button.

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Start

It starts import excel workbook and creating report view worksheets shown within thebelow screenshot.

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Import

Step 7: When the completed message appears, then select the Close button to dismiss it.

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Close

Within the below screenshot, you can see the discount analysis of the imported dataset within the form of tiles.

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Discount analysis

Power BI Reports

A Power BI report may be a multi-perspective view into the dataset, with visualizations which represent different findings and insights from that dataset.
A report can have a single visualization or multiple visualizations. The visualizations in a report represent something like a dashboard does but serve a different purpose.
These visualizations are not static. These are highly interactive & highly customizable visualizations which update, as the underlying data changes. You can add and remove the data, change visualization types, and apply filters in your model to discover insights.

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Power BI Reports

Difference between Dashboards and Reports

Dashboard and reports both terms are used interchangeably, but they’re not synonymous. The below table compares the dashboard with the reports, such as:

Capabilities Dashboards Reports
Pages It has only one page. It can have one or more pages.
Data Sources It has one or more reports and datasets per dashboard. It has only a single dataset per report.
Pinning It can pin existing visualizations only from the current dashboard to your other dashboards. It can pin visualizations to any of the dashboards. And also can pin entire report pages to any of the dashboards.
Filtering It can’t filter or slice. It has many different ways to filter, highlight, and slice.
Feature It can set one dashboard as the featured dashboard. It cannot create a feature report.
Set alerts No Yes, it can set alerts.
Subscribe We can’t subscribe to a dashboard. We can subscribe to report pages.
Available in Power BI desktop No Yes, it can create and view reports in desktop.
Change visualization type No, if a report owner changes the visualization type within thereport, the pinned visualization on the dashboard does not update. Yes, it can change the visualization type.

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