How to create Power BI Dashboard (Report) in 7 Minutes in Power BI Desktop | @PavanLalwani

Pavan Lalwani16 minutes read

The video discusses automation and data visualization in PowerBI, showing how 50 CSV files can be combined and analyzed to improve sales strategies efficiently. Creating engaging reports involves selecting chart types, adding titles and images, and utilizing themes to present data insights effectively within an hour.

Insights

  • Automation in PowerBI allows for tasks to be completed without human intervention, such as combining multiple CSV files into one for analysis, streamlining the reporting process.
  • Data visualization in PowerBI involves selecting appropriate chart types, adding titles, and images to reports, and utilizing themes to create interactive dashboards that enhance data insights and engagement for viewers, emphasizing the importance of data cleaning before data modeling.

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Recent questions

  • What are the main topics discussed in the video?

    Automation and data visualization in PowerBI.

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Summary

00:00

Automating Data Visualization in PowerBI for Sales

  • The video focuses on two main topics: automation and data visualization in PowerBI.
  • Automation in PowerBI refers to the software's ability to work without human involvement.
  • An example is given where 50 CSV files with similar data needed to be combined into one for reporting purposes.
  • The data set includes various types of information such as geographical, textual, and numerical data.
  • The goal is to analyze sales data to improve sales strategies.
  • Combining the 50 files into one file in PowerBI involves three simple steps: copying the folder path, previewing the files, and combining and loading them.
  • The process can be automated, and refreshing the data after adding new files is a simple step.
  • Creating reports in PowerBI involves selecting columns and chart types like pie charts, donut charts, funnel charts, maps, and line charts based on the data type.
  • Adding titles and images to reports enhances their visual appeal and makes them more engaging for viewers.

13:50

Creating Interactive Dashboard Reports in One Hour

  • Utilizing the view menu bar, select an inbuilt theme like the Innovate theme to create an interactive report, also known as a dashboard, presenting data insights efficiently. After researching, choose the theme, build the report, ensure formatting alignment, and present it to the manager within an hour. Combining multiple CSV, Excel, or PDF files is achievable for creating reports, with data cleaning being a crucial but often overlooked challenge that needs mastering before proceeding to data modeling.
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