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How to refresh your dashboard
Step 1: Save your data source after making a change.
This will tell Microsoft Power BI that the change is permanent in nature. Power BI
doesn’t update dashboards for any temporary change you make until you save your file.
For Ex: If you add a new row of data in your excel file, click on the save button to save it.
Step 2: Click on the refresh button in your Power BI Dashboard (Home Tab).
How to make our charts interactive
Step 1: Select a chart you want to interact with other charts.
Step 2: Go to Format Tab & click on Edit Interactions.
Note: Format Tab is only visible when a chart is selected. If you do not see the tab, make
sure to select a chart.
Step 3: Set the interactivity with other charts as Filter/ Highlight/ None once you
start seeing buttons above the charts like below:
1st Icon: Filter
2nd Icon: Highlight
3rd Icon: None
100
50
20
0
20
40
60
80
100
Product A Product B Product C
Sales by Product
Filter by Central Region:
Product A: 70
Product B: 30
Product C: 10
70
30
10
0
20
40
60
80
100
Product A Product B Product C
Sales by Product
70
30
10
0
20
40
60
80
100
Product A Product B Product C
Sales by Product
Filter Highlight
Difference between Highlight & Filter
Sharing your dashboard
Option 1
Share Offline
Save your Power BI file with .pbix
.extension and share it with
.anyone.
Pro: You do not need to share
.your dataset file as data is
.already captured in Power BI.
Con: User needs Power BI
.installed.
Login to Power BI Website, go to
.“My Workspace” > “Upload” >
“Browse” and upload the .pbix
Power BI .Dashboard file.
Go to the Power BI report online
and then .go to File > Embed
.Report > Publish to web (public)
Pro: User doesn’t need Power BI
.Desktop Software.
Con: Power BI license is needed
Option 2
Share Online
VS
Using your Power BI Dashboard, answer this…
1. Total Sales from Copiers (Sub-Category)? Ans: 90897
2. Total Sales from France in February 2017? Ans: 5001
3. Who is our most profitable customer? Ans: Ashton Charles
with 5397 profit
4. Total quantity of bookcases sold in Central region? Ans:
678
5. Which shipping mode brought the most orders in Q3,
2018? Ans: Economy with 174 orders
1. Go to https://link.jatanshah.in/powerbibonus
2. Click on “Insane Bonuses” & then click on “Download”
3. A Zip File will start getting
created.
Wait for it to finish & it will
automatically get
downloaded.
Use any zip extractor like “7Zip” or “WinZip” to extract it.
How to download bonuses

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Day 2 - Notes.pdf

  • 1.
  • 2. How to refresh your dashboard Step 1: Save your data source after making a change. This will tell Microsoft Power BI that the change is permanent in nature. Power BI doesn’t update dashboards for any temporary change you make until you save your file. For Ex: If you add a new row of data in your excel file, click on the save button to save it. Step 2: Click on the refresh button in your Power BI Dashboard (Home Tab).
  • 3. How to make our charts interactive Step 1: Select a chart you want to interact with other charts. Step 2: Go to Format Tab & click on Edit Interactions. Note: Format Tab is only visible when a chart is selected. If you do not see the tab, make sure to select a chart. Step 3: Set the interactivity with other charts as Filter/ Highlight/ None once you start seeing buttons above the charts like below: 1st Icon: Filter 2nd Icon: Highlight 3rd Icon: None
  • 4. 100 50 20 0 20 40 60 80 100 Product A Product B Product C Sales by Product Filter by Central Region: Product A: 70 Product B: 30 Product C: 10 70 30 10 0 20 40 60 80 100 Product A Product B Product C Sales by Product 70 30 10 0 20 40 60 80 100 Product A Product B Product C Sales by Product Filter Highlight Difference between Highlight & Filter
  • 5. Sharing your dashboard Option 1 Share Offline Save your Power BI file with .pbix .extension and share it with .anyone. Pro: You do not need to share .your dataset file as data is .already captured in Power BI. Con: User needs Power BI .installed. Login to Power BI Website, go to .“My Workspace” > “Upload” > “Browse” and upload the .pbix Power BI .Dashboard file. Go to the Power BI report online and then .go to File > Embed .Report > Publish to web (public) Pro: User doesn’t need Power BI .Desktop Software. Con: Power BI license is needed Option 2 Share Online VS
  • 6. Using your Power BI Dashboard, answer this… 1. Total Sales from Copiers (Sub-Category)? Ans: 90897 2. Total Sales from France in February 2017? Ans: 5001 3. Who is our most profitable customer? Ans: Ashton Charles with 5397 profit 4. Total quantity of bookcases sold in Central region? Ans: 678 5. Which shipping mode brought the most orders in Q3, 2018? Ans: Economy with 174 orders
  • 7. 1. Go to https://link.jatanshah.in/powerbibonus 2. Click on “Insane Bonuses” & then click on “Download” 3. A Zip File will start getting created. Wait for it to finish & it will automatically get downloaded. Use any zip extractor like “7Zip” or “WinZip” to extract it. How to download bonuses