10 Power BI Tips for Better Dashboards | Are you using these in your Power BI reports?
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- เผยแพร่เมื่อ 5 มิ.ย. 2024
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Join me in this video where I share 10 valuable tips and techniques to enhance your Microsoft Power BI reports. From formatting and organizing to boosting productivity, this video is a must-watch for anyone keen to refine their Power BI skills.
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Key Highlights:
▪️ Conditional Formatting: Learn how to apply different colors to chart values based on their nature.
▪️ Aligning Objects: Tips for neatly aligning and distributing objects on your dashboard.
▪️ Measure Organization: Create a dedicated table for better measure management.
▪️ Folder Structuring: Organize measures into folders for ease of access.
▪️ Custom Backgrounds: Use PowerPoint to create custom backgrounds for a standout dashboard.
▪️ Tooltips Customization: Enhance the information displayed with customized tooltips.
▪️ Page Navigation: Add a page navigator for easy movement between report pages.
▪️ Back Button Feature: Incorporate a back button for efficient navigation.
▪️ Locking Objects: Secure your dashboard layout by locking objects in place.
▪️ PDF Export: Convert your Power BI report into a comprehensive PDF document.
In this video you'll learn the 10 best tips to create effective and beautiful Microsoft Power BI Dashboards. We're going to cover techniques for formatting, organizing, and productivity for Power BI desktop. We'll cover tips like - creating a separate measures table in Power BI, Conditionally formatting charts, adding page navigation (similar to a table of contents), using custom images in your power BI dashboard to make it look more professional, aligning objects, customizing tooltips and more.... let me know if you knew all of these or if you found something new here!
00:00 Power BI Dashboard Tips and Tricks
00:21 Conditional Formatting of Charts
01:39 Align Objects
02:39 Create Dedicated Measures Table
04:23 Organize Measures in Folders
05:07 Use Custom Images for Page Background
06:53 Customize Tooltips
09:39 Add Page Navigation
10:45 Back Button for Easier Navigation
11:18 Lock Objects in Place
11:47 Save BI Report as PDF
12:22 Wrap Up
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For generating to pdf, is there a way to customise the report by adding elements such as header and footer and probably a table of contents and even maybe a page for some paragraph or details?
Can I pass the pl300 Certification using this course?
Waiting for your full Power BI course since over a year now. No any other tutors could provide the inspiration that you do when you teach. You're a blessing. More power to you.
There are lots of good free courses on YT.
Either Leila or Chandoo, love them both!
There are many , you need to search ..
Same! The others on udemy are not as clear as Leila’s. @Leila: pretty please?
I do agree..
@Leila can you please make it for us..??
My best tip for making dashboards is add a background colour, only needs to be 60-80% transparency, add it to the report page right at the very start of the process and then remove or change when complete, it helps so much for visibility of where your visual's edges are as they all have natural whitespace at the edges. I do this every time I create a new page. Also for big report packs, keep it similar, not just fonts, colours and sizes but the 'grid' you're working on, it makes it much easier on the eye. Good top 10 here though Leila. 👍
I like that! Thanks for sharing.
There is an option to give the visuals a frame.
@S Wake I am new to Power BI. Could you please give any link for this tip? I mean as a tutorial or teaching.
1:40 #2 tip: align object.
2:40 #3 tip: organize measures.
2:55 dummy table.
4:25 #4 tip: organize with folders
5:10 #5 tip: custom images.
5:40 save as PNG file
6:30 Image fit
6:35 I don't want to have this white background.
8:35 add filter to the table.
6:55 customize the tooltips.
7:25 when you hover the bar charts, you get the additional data.
9:40 as I hover different group, it shows my choice: Top 5
9:45 #7 page navigation
10:50 #8 back button
11:20 #9 lock objects: all select - Ctrl A and view
11:50 #10 create PDF:
Thank you for saving me me AGAIN! Getting data loaded into Power BI wasn't hard but formatting the dashboard is not as easy as one would think.
Yay - Onto PBI now, thank you! The visuals in PBI definitely can’t be beat and are becoming the ‘go to’ in presentations of data. Love the custom tool tip instruction! Would love to see more videos about using DAX with common use-case scenarios.
Do you have some specific cases in mind?
@@LeilaGharani can you cover simple monthly cumulative cash balance please? In my line of work, I'm in charge of 2 entities and we would normally present at consolidated level to management.
Issue is, at consolidated level, my cash balance is correct however when I further slice and dice by entities and monthly profile, the cash balances are inaccurate. Love if you can cover this in your next PBI video.
@@LeilaGharani - I work with people data so any type of calcs involving demographics also thinking of things like min, mid, max salary range, etc. Thank you!
@@LeilaGharani also topics like % of total row (like in pivot), how to makes visuals where you compare actual result to previous year result. Different dax calculations and tricks please
I knew all of them before, but it takes me a lot of time to get to know them by experience. Your movie covered it in 12 minutes! You are doing a great job, thank you, Leila! :)
The tips are very very useful, but I recommend to create the background in SVG, not in PNG, because if you do zoom, you will lose image quality.
Your explanations are always easy to understand!
Thank you Leila!👍🏾
Leila, you always provide amazing tips in an easy-to-understand format. Thank you for teaching the world.
Nice tips Leila! Looking forward to more videos on Power BI, bringing the same expertise and knowledge as your Excel videos! Thank you! 😊👍
I'll try my best, Vijay 😊
All good tips Leila. I'm a fan of dragging measures between tables and folders in the model view, and I like your Select Measures tip
Thank you for doing this video! I love how you always provide the real-life examples, not just how it works. I have 2 questions:
1. Are you going to be creating a PowerBI course? I use it a lot and have taken some courses, but I know I'd understand it better if you Leilaized it. 🙂
2. Is it possible to insert a widget from html code into a PowerBI report? I've found the html add-ins, but just can't figure out how to make it work. I did get the word "URL" to show up once. 😞
Thank you again for all the work you do and your courses. I've learned so much and I'm so much better at my job because of you!
Leila, your instructions are concise and to the point. Thank you!
Super useful Leila. I definitely need to spend more time in Power BI to bring my skills on par with my Excel skills. Thanks!
There are lot of resources available online ..
Thanks for those tips. If I may add, using Tabular Editor as external tool is convenient as well to manage measures (moving around, display in folders, formatting). For background image, I usually have the same on every page so importing is tedious. Embedding the image in a custom theme is more efficient in my case. Lastly, locking objects setting doesn't stay when you save and reopen the pbix (unless it's been changed recently).
In just 10 minutes I learnt so many new hidden things! Thanks Leila.
You are the best tutor for power BI so far. I am new to power BI and I am so lucky to found your channel. I admire you so much Leila. I started following you since then.
Doing the Top 5 tooltip was a WOW factor for me. Thank you so much!
Thanks, your pieces of advice are the best!! My favorite tip is to use a single button to change for example for a time series graph of Quarter sales to monthly sales. We just need to go to button -> style and write the names for both states of predetermined value and hover over cursor. Not sure about the equivalent in English
This is so amazing, i have developed HR dashboard for my organization and my HRBPs are loving it .. power bi creates magic .. your tips are so awesome,this will surely help me to make it more better ... Thanks a ton
I loved the tooltip tip, can't wait to use it ! Thank you Leila 🙏🏼
Tool tip can come handy when you have to present lot of data ..
Thank you so much Leila! I'm myself an advanced report designer and never heard about Tooltips making reference to other pages, let alone that they have contextual filters. That's sooo cool!! We always learn something new from you 😎😎
Glad it was helpful Shirley!
Nice tips, thanks. I usually create a book mark of the final layout view so I can easily return back to this, if I have ended up clicking around the page and filtered too much etc.
The page navigation buttons are new to me, thanks for the tips!!
Great video! Really looking forward for your complete Powerbi course in XePlus. When can we expect the course?
Hi Leila...I was wondering if you have or can create a video about embedding Power BI into PowerPoint. I love your work and how clearly you present it. You have no idea how many time you've got me out a difficult situation...I'm very grateful to you for that!!
Excellent tips, thanks!! As usual, crystal clear explanations with extremely relatable illustrations....! As for me, found the Tooltip customization, page navigation and organization of measures incredibly useful.....yes, have started using those in my reports!! Thanks again, Leila!!
Please, keep giving useful tips of power bi like this, then everyone will be benefited. Power bi learners will always be indebted to you.
This is super helpful, Lella! Much appreciated!
By the way, if there are any ways you can show on how to maintain the hyperlinks of certain cells from the original data source (i.e. Excel files) in the Power BI, appreciate a guide on that.
Thanks, love your videos!
This is amazing. Thanks for sharing. Very nice sweet, short, and 'to-the-point' presentations.
Very nice video!
One small notice about the wallpaper, unfortunately it doesn't appear on pdf exports, so if you intend to use the export to pdf option, you should probably reconsider the use of a custom wallpaper image or color.
But if you don't plan to do so, it looks a lot better!
Thanks for this. It's been a while since I used Power BI and I'm glad that things have improved. The Navigation buttons are really useful. I once spent a long time creating a popup navigation menu for a 20+ page dashboard I created. It would be much easier to do now! I also thought your tip on organising measures very useful. I alway used to put my meassures into tables, but never used Display folders for them. I don't know if this is a recent addition or I just didn't see it when I was creating PowerBI dashboards, thanks for going over this.
Very glad to see you've moved to Power BI videos! That's the program I've wanted to learn for years but haven't had a personal project to start learning. Now I'm building a personal finance dashboard in Excel, but I'll definitely move to Power BI soon. I'll then have your lovely videos to guide me :)
Thank you for sharing these useful tips. Some points are not shared during my 3 days Power BI course that i took. And i had a hard time understanding the concept. Thank god for your channel i took time to slowly understand and replay back those important topics.
Very excelent tips. Thank you Leila,
Also, bookmarks can be used for any type of quick selections and visualizations.
Great Tips! Been using PBI for a while, and I still learnt a lot of new things. Thank you! :)
A few that I wasn't aware of. Thank you!
Great video! Thank you Leila. Is it possible to have a quick tips video on how to make the dashboard looks great, eye catching, and clear? I found myself spending so much time to do the final cosmetics but still not happy about it.
Awesome! Align objects and customize tooltips would be super helpful for me. Thank you.
Thank you Leila, I am trying to learn Power BI for work and your video is very helpful. I even recommended it to my boss :)
Indeed very nice ..
Hi Leila, all I can say is, your content is always amazing, quality videos and excellent presentation and teaching, you never disappoint. I did your power query and google sheets course on Udemy, that was spectacular, now I'm saving for the next one. Thank you very much😀
The tips 6 is amazing ! Thank you !!
I love them especially the tooltips and navigator. Please share more tips with us☺️
Smart and easy teaching. Thanks for this
Really really helpful, and I am looking forward to such similar tips videos in the future. Maybe I think it can be a series tutorial.
Dear Leila, I really congratulate you. Your videos are great. It conveys the most information in the shortest possible time and does not contain extraneous and irrelevant information. Their visual effects are also excellent. I wish you more and more success.
Hi thank you for the tips.
I am quite familiar and already using all except tips on the tooltip and the buttons.
They were really helpful.
Many thanks for your wonderful video, awaiting for your comprehensive course.
Wow, your videos are outstanding. Thank you for sharing your vast knowledge of Excel, Power BI, and Power Query. I feel funny learning so much from someone I don't even know. Again, thank you so much. Your videos are powerful and help me greatly with the work I do.
Even i watch these tips after 2 years, but they still very important for professional output, thanks
Glad they're helpful.
Thanks for the great tips!. I especially love the measures organizing tips!! Awesome!!
Glad it was helpful!
Wow! amazing tips. Thanks Leila 🧡 Im trying them now. Hoping for more BI posts ie about measures. God bless. 🙏🏼
This is very helpful. Looking forward for more with respect to Bookmarks, Drilldown, connections and Paginated report. Also let me know if you have any paid courses covering above would like to enroll for it. 👍👍
Awesome video with very useful tips! Have been using some of those for some time and they save a lot of time!
Great tips! A nice concise video and you present them very well. Thank you!
Really Helpful! Thank you!
Cool video! But small correction, by "Locking objects" part, you don't need to select any of them and then click on the option above for locking, it is working without selection anyways.
Secondly, I think Bookmark option is worthy mentioning, how you can use it as "filter" as so on.
By buttons, Navigator pane is amazing, Page + Bookmark navigator s saving you a loooot of time.
Anyways, looking forward to your PBI course and approach on that Tool.
Leila gharani .. its been 3 years, i began learning from your videos, lots of love from PAKISTAN, looking forward for more videos on POWER BI
Hi Leila…Just came accross your first video about pBI. I expect you do more of simplified DAX tutorials for which I’m sure you’d do the best one. You are the start!
Thank you so much for these tips I have learned a lot and I will apply it on my reports
Power BI converts data into analysis and you make analysis easy to learn with your some really really useful important things to remember and useful for learning whether beginner like me or advanced one... Keep sharing knowledge. I want to learn in details about Power BI. Please guide me...
Hi Leila. Great collection of tips!. Knew a few and learned a few. Thanks for sharing :)) Thumbs up!!
Awesome Tips can't wait to try in my new reports, Thx!
Wonderful Video leila!!!Thnaks
Your tips were so informative and you make it simple so everyone can understand how to use them. Thank you so much. I'm through your 1st two Power BI Videos and I really like the way you explain how to use it. I can't wait to get to the next one! Thank you so much!
Thank you for reminding me of all of these great features. I've forgotten about many of these over time. My company wants to keep a consistent look and feel on every report. Unfortunately, this causes me to get rusty on the other features of Power BI.
My pleasure! Rust removal is my speciality 😊
Outstanding as usual. Question on Tip #5 Background Images. If I design on a 1080 display and someone with a 4k monitor maximizes their PBI window, do background images become degraded/pixelated?
One of my favorite Power BI videos
Brilliant! Thank you!😎
Keep them coming!
I would like to see some PowerBI with Machine Learning videos. Great work!!
Leila! You are again making a real impact! These tutorials are invaluable!
And as always....the most beautiful woman on TH-cam 😍
Impressive with easiest way! Love to see more power bi lesson from u
Waiting for more wonderful video's like this !!!!!
This is very insightful and helpful. Thank you
Amazing set of tips👍
Thanks so much for sharing
Great video, I am glad that you start uploading power bi related videos.
Power bi is still in adoption phase .. may be it might take few more years ..
Thanks Leila - Excellent!
Thank you for sharing Tips on PBI Dashboard , As a Pro user I must say it's very very useful & I'll use folder under measures from now. I was looking for this as I've many measures in dedicated DAX Table but since there are many measures so grouping them will be very useful
Very helpful! Thanks
Very Useful Tips... Thanks for Sharing...
excellent work done lelia. thanks.
Thank you for the tips! I am a beginner and I'm glad I found this video
A way to improve my power bi skills in English!!awesome❤️❤️❤️👏👏
Thanks for sharing valuable content!!
Thank you so much! A lot of useful information!
Leila you are god send.. thanks a lot!!!
Please share more of power bi related tips and shortcuts.
Can’t agree more ..
Brilliant video. Very impressed with your video and the way to teach them through.
Glad you enjoyed it, Thomas!
Really useful, i will follow you for more tips!!!!
The custom tooltip was the best!!!
Happy to hear that!
Amazing. I love the way you teach.
Great work, I love all of these tips😍
Awesome video, please create more videos like this
Thanks so much. Fantastic as usual.
Thanks so much some really helpful ones here, especially tip 9
Thanks so much some really helpful tips here for me - especially locking under tip 9.
Glad it was helpful, Alex!
Very good tips! Thanks!
Leila Gharani
I really appreciate your efforts and the way you teach is marvellous.... I really like your way of teaching methods. Plz increase your classes on power bi
I can use a few of these. Thanks! When you ask yourself, should I keep doing this, yes. Do one on Whatif variable with slicer and customer retention 😁.