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Complete Power BI Tips and Tricks – Power BI Dashboard Tutorials

Learn all the Power BI Tips and Tricks. Power BI is an interactive data visualization and analytics tool for business intelligence. You can use it to pull data from a wide range of systems in the cloud and on-premises and create dashboards that track the metrics that you want to analyze, or drill in and raise queries about the data. You can create classy reports or implant dashboards and reports into reporting portals you already use.

The dashboards, reports, and visualizations you can create go far beyond bar and pie charts, but you don’t need to be a designer to use them. Here’s how to get more insights from the information you already have, in more areas than you might expect.

Power BI Simple Tips and Tricks

  1. Confirm that the “Preview” features in Power BI Desktop are turned on to check frequently for new items added. There is a simple Power BI trick to do this. Just go to File > Options & Settings > Options > Preview Features under Global option. Here, you can click on the links available in front of every feature to know more. Also, don’t forget that you have a lot of options and settings which you can change after you get to the “Global” and “Report” menus under the Options in PBI Desktop.
  2. If you want to manually set the page the way you want it to get displayed on mobile devices then simply go to the View tab in Power BI desktop and select the Phone Layout, Later on, you can publish to PBI Service so that you can view mobile version.
  3. If you want to repeat the same visualization on more than one page then just select the desired visualization and press ctrl + c and ctrl + v to copy and paste it on as many pages as you want.
  4. If your report page consists of multiple visualizations and you want to copy all of them on a new report page then just press ctrl + a to select all and then press ctrl + c and ctrl + v to copy and then paste all of them on a new page.
  5. When you want to use percentages in your data tables, and especially when you want to add a new percentage custom column, there is no need to multiply your formula by 100 to calculate percentage in your data table. You can simply keep it as a decimal number. Afterward, under the left “data table” tab, go to the Modeling tab, and there you can set your column as a percentage. This will multiply your decimal by 100 and include a % symbol with your data on your report pages.
  6. You must know to Manage Relationships between your data tables. This is important as it needs to be properly set so that you can combine data columns from related tables into one chart, graph, or table.
  7. You can use the Format painter feature to copy the selected visuals format. To do so, first select a visual whose format you want to apply on another visual. Then click on format painter option, and click on a similar type of visualization to switch to selected visual’s format.
  8. If you want to filter out data, say a column that is true or false and you want to display the count of true items, visualize as a table then filter the visual, then select it, to click on the card visualization
  9. In the Query Editor, click on the Advanced Editor to manipulate your data, including getting a table to perform in a specific way and being able to copy most of the information in the Advanced Editor to another similar data.
  10. Note that most of your data values for Power BI report visuals is always a sum, average, median don’t summarize. You can change these to reflect on how you want your data to work.
  11. To add text after or before delimiter, to extract text or do other similar changes go to Query Editor > Add Column > Format > Merge Columns > Extract

Power BI Advanced Tips and Tricks

Power BI service is cloud-based business analytics that enables you to visualize and analyze data with better speed, efficiency, and understanding. Now, let’s see the advanced tips and tricks that you can use in Power BI to analyze your data in a better and faster way.

Get Data in a few clicks

You can connect to a data source within no time using this trick. Just click on Get Data option in the navigation pane. After that select a data source like content packs, files, databases, or samples.

The data source can be from within your organization, on-premises data source or the cloud-based source and even from an online service, such as Microsoft Exchange, Dynamics NAV, Azure DevOps, Google Analytics, etc. In this way, Data connection is made simple in Power BI. If you want to get data directly from the web you can simply get it by providing the URL of that page.

Create a Dashboard

A dashboard can display on-premises and cloud data on a single canvas. Dashboards represent a combined view of data no matter where the data lives. Each tile on the dashboard shows a visualization created from the data in one or more datasets. When you go to Power BI first, you get to see a sample dashboard for retail data.

To create a new dashboard, click on the plus sign next to the Dashboards heading. Name your new dashboard then connect to a dataset. You can either use the data from reports or datasets present in your Power BI or add a new data source. Pin the tile to the dashboard. Then you can freely resize, move, delete, or rename any tile as you wish. Create your first Power BI Dashboard.

Share your Dashboard

If you want to share your dashboard within your organization you can do it easily.  To receive your Power BI dashboard, your team members should sign up for Power BI first. To share your dashboard, select Invite and type the receivers email addresses in the top box. If you want to allow the receivers to reshare your dashboard with other people, you have to click the checkbox for that and then click on Share option. Your team members will receive an email invitation along with a link to the shared dashboard. When the receivers click the link, your dashboard will get added to their Power BI dashboard automatically.

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Review a Dashboard from your Mobile Device

If you receive a link of a dashboard from your organization, you can access it on your mobile device. You can view the insights of the data, interpret tiles, and also share them with anyone from anywhere. You can do this using Power BI mobile app for iOS and Android devices.

Ask Questions to your Data

You can ask the questions to your data to get the answers in the fastest way. With Power BI you can query your data using simple language. You can type a question into the Question box on the dashboard. When you type your question, Power BI will pick the best visualization to view your answer. The visualization can also change automatically if you revise the question.

Create Stunning Reports

Use Power BI tools to surprise your team members with a multi-outlook view into your data. You can use different visualizations to represent different insights. If you want to create a new report, select to open a dataset, or right-click on it to select Explore. It will explore your data and add visualizations. You can now pin your visualizations to your dashboard. Click on the pin icon to pin the visualization.

Share your Reports

Instead of using the outdated method of sharing data like emailing reports to your team, you can generate the reports in Power BI and publish them as a content pack. You can find the Content packs in the content gallery. Content packs include all the Power BI features like interactive data exploration, new visualizations, natural language questions, and integration with other data sources.

Power BI allows you to get dynamic insights from any type of data, from anywhere. It takes no time to start creating personalized dashboards and reports on data, use simple language to find the answers, and create attractive visualizations that you can easily share within your organization.

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Conclusion:

Advanced Power Tips and Tricks are as follows:

  • Get Data in a few clicks
  • Create a Dashboard
  • Share your Dashboard
  • Review a Dashboard from your Mobile Device
  • Ask Questions to your Data
  • Create Stunning Reports
  • Share your Reports
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