Power BI Dashboard preparation.

 

✅ Step-by-Step Guide to Build Power BI Dashboards for KPIs

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🔹 1. Define Business Requirements

• Meet with stakeholders to understand which KPIs matter (e.g., fraud rate, loan approval time, customer churn).

• Clarify who the audience is (executives, managers, operations).

• Define the frequency (daily, weekly, monthly) and granularity (summary vs detailed).

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🔹 2. Extract Data

• Connect to data sources:

  • SQL databases (e.g., MS SQL Server, Oracle)

  • Excel/CSV files

  • APIs (via Power BI Dataflows or Power Query Web connector)

• Load data using Power Query Editor

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🔹 3. Clean and Transform Data

• Remove nulls, handle data types, and rename columns for clarity

• Merge or append tables as needed (e.g., join customers, orders, and transactions)

• Create calculated columns and measures using DAX (e.g., Total Sales, Avg Loan Processing Time)

• Create a date/calendar table if needed for time-based KPIs

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🔹 4. Create KPIs with DAX

Examples:

DAX
Total Sales = SUM(Sales[Amount])
Churn Rate = DIVIDE(COUNTROWS(ChurnedCustomers), COUNTROWS(AllCustomers))
Fraud Rate = DIVIDE(COUNTROWS(FraudulentTransactions), COUNTROWS(AllTransactions))

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🔹 5. Build Visuals

• Use appropriate charts:

  • Cards for high-level KPIs

  • Line charts for trends over time

  • Bar charts for category comparisons

  • Maps for regional performance

• Use slicers and filters for interactivity

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🔹 6. Design for Clarity

• Group visuals by theme (e.g., “Customer KPIs”, “Fraud Analysis”)

• Use consistent colors and formatting

• Apply bookmarks for navigation if multi-page

• Optimize layout for readability

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🔹 7. Test and Validate

• Cross-check KPI calculations with raw data or Excel validation

• Ask business users to review before publishing

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🔹 8. Publish and Share

• Publish to Power BI Service

• Set up scheduled refresh (e.g., daily at 7 AM)

• Share with stakeholders via Power BI workspace or embed in Teams/SharePoint

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🔹 9. Monitor and Improve

• Collect feedback from stakeholders

• Track dashboard usage in Power BI service

• Update dashboards as KPIs or data sources evolve

✅ Power BI Dashboard Project Summary: KPI Reporting for Business Stakeholders

Objective: Build an interactive Power BI dashboard to visualize and track key business KPIs from banking systems, helping stakeholders make data-driven decisions.

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🧩 Project Steps Overview (Flowchart Style)

1. Define Requirements
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2. Extract Data
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3. Clean & Transform Data (Power Query / DAX)
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4. Create KPIs (DAX Measures)
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5. Design Visuals (Cards, Charts, Slicers)
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6. Optimize Layout (User-Friendly Design)
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7. Test & Validate
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8. Publish to Power BI Service
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9. Schedule Refresh & Share Dashboard
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10. Collect Feedback & Improve

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🔍 Highlights & Tools Used

Step	Description	Tools Used
Define Requirements	Worked with stakeholders to identify 10+ core KPIs	Meetings, Business Notes
Extract Data	Connected to SQL Server and Excel source files	Power BI, Power Query
Clean & Transform	Handled missing data, merged tables, created calculated columns	Power Query, DAX
Create KPIs	Built DAX measures like Churn Rate, Avg Processing Time, and Fraud Rate	DAX Expressions
Design & Visualize	Used cards, bar charts, slicers, and tooltips for clarity	Power BI Desktop
Publish & Share	Published to Power BI Service with daily refresh	Power BI Service
Feedback & Iteration	Incorporated stakeholder feedback, added drill-through and filters	Power BI, Stakeholder Reviews

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📝 Outcome:

• Reduced manual report prep time by 80%

• Improved fraud monitoring with real-time updates

• Increased stakeholder engagement through interactive visuals