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Lab 08 - Create A Power BI Dashboard

This document outlines a lab exercise for creating a Sales Monitoring dashboard in Power BI, which includes steps for signing in, opening a report, publishing a dataset, and editing tile details. Participants will learn to pin visuals, use Q&A for dashboard tiles, and refresh data within the Power BI service. The lab is designed to be completed in approximately 30 minutes.

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atiqahps
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40 views6 pages

Lab 08 - Create A Power BI Dashboard

This document outlines a lab exercise for creating a Sales Monitoring dashboard in Power BI, which includes steps for signing in, opening a report, publishing a dataset, and editing tile details. Participants will learn to pin visuals, use Q&A for dashboard tiles, and refresh data within the Power BI service. The lab is designed to be completed in approximately 30 minutes.

Uploaded by

atiqahps
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Create a Power BI Dashboard

Lab story
In this lab, you’ll create the Sales Monitoring dashboard in the Power BI service using an
existing report.

In this lab you learn how to:

• Pin visuals to a dashboard


• Use Q&A to create dashboard tiles

This lab should take approximately 30 minutes.

Get started – Sign in


In this task, you’ll set up the environment for the lab by signing in to Power BI.

Note: If you’ve already signed in to Power BI, skip to the next task.

1. To open Microsoft Edge, on the taskbar, select the Microsoft Edge program shortcut.

2. In the Microsoft Edge browser window, navigate to https://app.powerbi.com.

Tip: You can also use the Power BI Service favorite on the Microsoft Edge favorites
bar.

3. Complete the sign-in process with your organizational credentials (or those provided
to you). If prompted by Microsoft Edge to stay signed in, select Yes.
4. In the Microsoft Edge browser window, in the Power BI service, in the Navigation
pane, expand My Workspace. Leave the Microsoft Edge browser window open.

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Get started – Open report
In this task, you’ll set up the environment for the lab by opening the starter report.

Important: If you’re continuing on from the previous lab (and you completed that lab
successfully), don’t complete this task; instead, continue from the next task.

1. Open Power BI Desktop.

By default, the Getting Started dialog box opens in front of Power BI Desktop. Sign-
in, and then close the pop-up.

2. To open the starter Power BI Desktop file, select the File > Open Report > Browse
Reports.
3. In the Open window, navigate to the D:\PL300\Labs\09-create-power-bi-
dashboard\Starter folder, and open the Sales Analysis file.
4. Close any informational windows that may open.
5. Notice the yellow warning message beneath the ribbon. This message alerts you to the
fact that the queries haven’t been applied to load as model tables. You’ll apply the
queries later in the lab.

To dismiss the warning message, at the right of the yellow warning message, select X.

6. If prompted to apply changes, select Apply Later.

Get started – Publish the report


In this task, you’ll set up the environment for the lab by creating a dataset. If you’ve already
published the dataset, please move to the next task.

1. In the Microsoft Edge browser window, in the Power BI service, navigate to My


Workspace.
2. Select Upload > Browse.
3. Navigate to D:\PL300\Labs\09-create-power-bi-dashboard\Starter folder.
4. Select the Sales Analysis.pbix file, and then select Open.

If prompted to replace the dataset, select Replace it.

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Create a dashboard
Edit tile details
In this task, you’ll edit the details of two tiles.

1. Hover the cursor over the Sales YTD tile, and then at the top-right of the tile, select
the ellipsis, and then select Edit Details.

2. In the Tile Details pane (located at the right), in the Subtitle box, enter FY2020, and
then select Apply.
3. Notice that the Sales YTD tile displays a subtitle.

4. Edit the tile details for the Sales, Profit Margin tile.

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5. In the Tile Details pane, in the Functionality section, check Display Last Refresh
Time, and then Apply.

6. Notice that the tile describes the last refresh time (which done when loading the data
model in Power BI Desktop).

You’ll refresh the dataset in the next exercise. Depending on your data and report, you can
do an adhoc data refresh anytime or set a schedule. However, scheduled refreshes require
gateways that we aren’t able to configure for this lab. So from Power BI Desktop, you’ll
perform a manual data refresh, and then upload the file to your workspace.

Refresh the Dataset


In this exercise, you’ll first load sales order data for June 2020 into the
AdventureWorksDW2020 database. You’ll then open your Power BI Desktop file, perform
a data refresh, and then upload the file to your workspace.

Update the lab database


In this task, you’ll run a PowerShell script to update data in the AdventureWorksDW2020
database.

1. In File Explorer, inside the D:\PL300\Setup folder, right-click the UpdateDatabase-


2-AddSales.ps1 file, and then select Run with PowerShell.

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2. If prompted to change the execution policy, press A.
3. When prompted to press any key to close, press Enter again.

The AdventureWorksDW2020 database now includes sales orders made in June 2020.

Refresh the Power BI Desktop file


In this task you’ll open the Sales Analysis Power BI Desktop file, perform a data refresh, and
then upload the file to your Sales Analysis workspace.

1. In Power BI Desktop file, in the Data pane, right-click the Sales table, and then select
Refresh Data.

2. When the refresh completes, save the Power BI Desktop file.


3. To publish the file to your workspace, on the Home ribbon tab, from inside the Share
group, select Publish and then select Select to publish.

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4. When prompted to replace the dataset, select Replace.
5. Close Power BI Desktop.

The dataset in the Power BI service now has June 2020 sales data.

Review the dashboard

In this task, you’ll review the dashboard to notice updated sales.

1. In the Microsoft Edge browser window, open Power BI service, and then review the
Sales Monitoring dashboard in My Workspace.
2. In the Sales, Profit Margin tile, in line with the subtitle, notice that the data was
Refreshed: NOW.
3. Notice also that there’s now a column for 2020 Jun.

If you don’t see the June 2020 data, you might need to press F5 to reload the web
browser.

Finish up

In this task, you’ll complete the lab.

1. Save the report and close your browser.

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