Step-by-Step Design Power BI Report

 

Step-by-Step Guide to Design Power BI Report

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1. Data Preparation

• Source: Load data from Excel, SQL Server, CSV, or Web.

• Clean and shape your data using Power Query:

  • Remove nulls or duplicates

  • Change data types

  • Create calculated columns or measures (e.g., Total Revenue = Unit Sold * Unit Price)

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2. Data Modeling

• Create relationships between tables (e.g., Date, Region, Sales).

• Use Star Schema: Fact table (e.g., Sales) linked to dimension tables (e.g., Product, Region, Date).

• Define DAX measures:

  Total Revenue = SUM(Sales[Revenue])
  Total Profit = SUM(Sales[Profit])
  Units Sold = SUM(Sales[Units Sold])
  

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3. Visual Planning

• Decide on KPIs and visuals:

  • Cards for KPIs (Units Sold, Revenue, Cost, Profit)

  • Bar/Column Charts for regional and item-type analysis

  • Map Visuals for geographic distribution

  • Pie/Donut Charts for sales channel breakdown

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4. Report Design in Power BI

• Add visuals:

  • Use “Card” visual for KPIs

  • Use “Stacked Column Chart” for regional data

  • Use “Bar Chart” for Item Type Profit

  • Use “Map” for location analysis

  • Use “Donut Chart” for Sales Channel breakdown

• Use slicers/filters for interactivity

  • Region, Item Type, Channel, etc.

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5. Formatting and Interactivity

• Align visuals and use grid view for consistency.

• Apply themes (colors, fonts, background).

• Add tooltips, data labels, and legends.

• Use Bookmarks or Buttons for navigation (if multiple pages).

• Make use of Drill-through and Drill-down features.

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6. Final Touches

• Add a title and author attribution ("Amazon Sales Dashboard by Shorya Sharma").

• Check responsiveness and test slicers/filters.

• Optimize performance:

  • Use measures instead of calculated columns

  • Reduce visuals per page if performance slows

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7. Publish and Share

• Save your report.

• Publish to Power BI Service.

• Share dashboards with stakeholders or embed into apps/sites.

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Would you like a downloadable checklist or Power BI file template for this?

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To create your Power BI Dashboard video tutorial (like the Amazon Sales Dashboard shown), here’s a breakdown of how you can do it step by step in video format using tools like PowerPoint, Camtasia, OBS Studio, or Clipchamp (free, browser-based):

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🎬 Storyboard & Script Outline for Power BI Dashboard Video

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✅ 1. Intro (5–10 seconds)

Slide/Scene:

• Title: "Power BI Tutorial – Amazon Sales Dashboard"

• Subtitle: "By [Your Name]"

Voiceover Script:

“Welcome to this Power BI tutorial where we'll build an interactive Amazon Sales Dashboard step-by-step.”

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✅ 2. Load Data (15–20 seconds)

Screen Recording:

• Open Power BI Desktop

• Click on "Get Data" → Choose Excel or CSV → Load dataset

Voiceover:

“Let’s start by loading our Amazon Sales dataset from Excel. Navigate to ‘Get Data’, select your file, and load it into Power BI.”

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✅ 3. Clean & Transform Data (20–30 seconds)

Screen Recording:

• Open Power Query Editor

• Remove nulls, change types, add new columns

Voiceover:

“In Power Query, we clean and transform the data—removing unnecessary columns and ensuring all data types are correct.”

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✅ 4. Create Relationships (10–15 seconds)

Screen Recording:

• Go to Model view

• Drag and drop to relate tables

Voiceover:

“We now create relationships between tables—linking Regions, Products, and Dates to our Sales table.”

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✅ 5. Create DAX Measures (15–20 seconds)

Screen Recording:

• Go to Data view → Create measures like:

  DAX
  
  Total Revenue = SUM(Sales[Revenue])
  

Voiceover:

“Next, we create calculated measures using DAX for metrics like Total Revenue, Profit, and Cost.”

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✅ 6. Design the Dashboard (30–45 seconds)

Screen Recording:

• Add Cards, Bar Charts, Donut Charts, Maps

• Add slicers and filters

Voiceover:

“Now comes the fun part—designing the dashboard. We use card visuals for KPIs, bar charts for region and product insights, and maps for geographic analysis.”

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✅ 7. Format and Polish (15–20 seconds)

Screen Recording:

• Add a title, align visuals, adjust themes

Voiceover:

“Let’s polish the layout—align visuals, adjust colors, and add a title for a professional look.”

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✅ 8. Publish to Power BI Service (10–15 seconds)

Screen Recording:

• Click Publish → Choose Workspace

Voiceover:

“Once ready, publish your dashboard to the Power BI Service and share it with stakeholders.”

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✅ 9. Outro (5–10 seconds)

Slide/Scene:

• "Thanks for Watching!"

• "Subscribe for More Power BI Tips"

Voiceover:

“Thanks for watching! Don’t forget to like, share, and subscribe for more Power BI tutorials.”