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How To Create
Dashboards using Power BI Cloud/Service ?
Creating dashboards using Power BI in the cloud involves
several steps. Power BI is a business analytics service by Microsoft that
provides interactive visualizations and business intelligence capabilities with
an interface simple enough for end users to create their own reports and
dashboards. - Data
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Here's a general guide on
how you can create dashboards using Power BI in the cloud:
Prerequisites:
1. Power BI Account: You need a
Power BI account. You can sign up for a free account or use a Power BI Pro
license for advanced features.
2. Data Source: Have a data
source ready. Power BI can connect to various data sources, such as Excel
files, databases, online services, etc. - Data
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Steps to
Create a Dashboard:
1. Sign In to Power BI: Go to the
[Power BI Service](https://app.powerbi.com/) and sign in with your Power BI
account.
2. Get Data: Click on
"Get Data" to connect to your data source. Power BI supports a wide
range of data connectors.
3. Load Data: After
connecting to the data source, load the data into Power BI.
4. Transform Data (if
needed): Use Power BI's Power Query Editor to
clean and transform your data if necessary.
5. Create Reports: Build
reports by dragging and dropping fields onto the report canvas. Choose
visualization types that best represent your data. - Data
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6. Create Visualizations: Customize
visualizations to convey the insights you want. Power BI provides various chart
types, tables, maps, etc.
7. Create Dashboards: Once your
reports are ready, pin the visualizations you want to include on your
dashboard. Click on the pin icon and select a dashboard to pin the
visualization.
8. Design Dashboards: Go to the
dashboard tab and design your dashboard by arranging the pinned visualizations.
You can add text boxes, images, and other web content to enhance your
dashboard. - Data
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9. Share Dashboards: Share your
dashboards with others by publishing them to the Power BI service. You can control
access and permissions.
10. Schedule Data Refresh
(if needed): If your data source is dynamic, set
up a scheduled refresh to keep your data up-to-date.
11. Explore More Features: Explore
advanced features such as Q&A (natural language querying), drill-through,
and Power BI Apps for more functionality.
12. Embed or Share the
Dashboard: You can embed Power BI dashboards in
other applications or share them with stakeholders.
Additional Tips:
Power BI Mobile App: Access your
dashboards on the go using the Power BI mobile app.
Power BI Desktop: For more
advanced report building and data modeling, use Power BI Desktop in conjunction
with the Power BI Service. - Data
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Community and Documentation: Explore the Power BI community
and documentation for tips, tricks, and support.
Remember that Power BI is a versatile tool, and the above
steps provide a high-level overview. The actual process may vary depending on
your specific data and reporting needs.
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