Creating a dashboard

- [Instructor] In this session, we'll use some of the visuals that we've created in the report to create a custom dashboard for executives. A dashboard can contain visuals from multiple reports or pages in a single area and it can be used for much more of a reporting point of view. To do that, we've gone and opened up our last file. I've gone to the publishing option and I need to publish this so I can start to build my dashboard on it. So I selected the publishing option on the home ribbon and I'll select save if I asked for changes. I'm going to put that into my Power BI training workspace, the one that we created earlier. And press select. Once it's complete, we can open up the dashboard in the Power BI interface. Dashboards can only be built in the Power BI service. So here we have our report that we've built, including all the visuals for both the reprise or summary as well as the resource details. I'd like to create a new dashboard report in here. So I'm going to click on my workspace called Power BI training. In there, I have my dashboard section. I want to add visuals from these reports into that a new dashboard. So I'm going to go to the visual and the resource details and just above that particular visual is a pin option, sort of looks like a pushpin. I will click that. It's going to say do you want to create a new dashboard, or if I had one already, have that option available to me. Since this is my first dashboard, I'm going to name it the executive dashboard and I'll press pin. Now I get prompted with either create a phone view of this or go to the dashboard. We can either do this now or later. So we'll let that go for this point. You can add other visuals like the project count in. So I'm going to select the project count. And I have the pushpins there as well. So I'll add those, the resource and project ones. And I've selected the resource one, I guess. So I'll add that to an existing dashboard. And I'll repeat that for the project count. Now, you may want to add in other visuals from another report as well. So I'm going to go to the resource summary area. And I'll add in my assignment work by resources in the lower section. So I've clicked on that visual. And I'll pin that to my existing dashboard. Now, if you want to pin a complete report as a page up above each of the report pages is pin a live page, meaning I don't have to select individual items. I can take the whole page and stick it into a report. I'll pin this one as well into my existing dashboard. And this'll give me the total resource summary and I won't have to pick all those individual parts. Now I can either go to the dashboard or go to phone view. So I'm going to go to the dashboard first. Here, now I have some information down below. I have the whole page pinned as well as other visuals. If you need to move them around or want to resize them you can just click in a corner and drag it up. I'm going to make these a little smaller. If you do click on any of the visuals, it goes directly to that visual by default. So I'll go back to the dashboard and I'll drag this one up as well. Make that a little smaller. There we go. And I'll move that one over. I want to grab that last visual. And you may need to kind of scroll down to find its edge. And I'll just drag it up just a little bit. And I'll move it up here. I want that one a little bit larger. So we'll make that larger. And of course we'll make this one now sort of be about the same size. So now we sort of have a much more of a executive-level dashboard where we have assignment work by resources so they can see which resources are assigned to what projects. We've got a resource count here where we've filtered on Adam Barr. So that's why it's counting the single resource. And in this particular page view, it's giving me all resources in all projects. And over here I'm actually looking at the assignment work by resources. If you want to change the view to a phone view, in the dashboard itself is a web view option and you can select phone view. And we'll switch to the phone view by pressing continue. Again, you can change the layout on the phone if you want. We'll stick with what's there currently. And we'll return back to the web view. Since we're using this as a dashboard to give to executives, a little trial and error may be required to get 'em exactly the way you might need them.