Pre Dashboard Power BI

Power BI Pre - Dashboard Activities:

Power BI Pre-Dashboard Creation: A Step-by-Step Guide for Success

COLLABORATE WITH AN EXPERT: 

POWER BI CONSULTANT

DASHBOARd example

As a Power BI consultant, my goal is to assist others in realizing the full potential of their data. It's crucial to understand that a significant amount of groundwork is required before we even start creating visuals. This is often the missing piece in many existing data models, which can lead to sluggish performance and inaccuracies in reports. These issues, in turn, erode user and stakeholder confidence.

Crafting an Effective Business Intelligence Program and Dashboards is a Step-by-Step Journey: 

Steps	Description	Check List Items Notes
Define Objectives and Requirements	Understand the purpose of the report or dashboard. Identify target audience and the insights you want to gain.
Gather Data Sources	Identify and list the data sources (databases, spreadsheets, web services, etc.) that you'll need to connect to for your analysis.
Data Cleansing and Preparation	Clean and prepare the data to ensure it's accurate, complete, and relevant for your analysis. This may involve removing duplicates, handling missing values, etc.
Data Modeling	Establish relationships between different data sources if necessary. This allows you to combine data from multiple sources for comprehensive insights.
Identify Key Metrics and KPIs	Determine the most important Key Performance Indicators (KPIs) and metrics that will be the focal points of your visualizations.
Plan Visualizations	Decide which types of charts, graphs, and tables will best represent your data and insights.
Design Layout and Interactivity	Consider how to arrange your visuals on the canvas and plan interactive elements like slicers, filters, and drill-downs.
Prepare Calculations	Write any necessary DAX (Data Analysis Expressions) formulas for calculations or custom measures.
Review and Validate Data	Double-check that the data accurately represents the information you need and verify the accuracy of any transformations or calculations.
Create a Data Source Connection	In Power BI, go to the "Home" tab and click on "Get Data" to establish a connection to your data sources.
Transform and Load Data	Apply any additional transformations or data cleaning in the Power Query Editor before loading it into Power BI.
Begin Building the Report	Click on "New" in the "Home" tab of Power BI to start with a blank canvas for creating your report.