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Creating and publishing dashboards in Power BI Service

Creating and publishing dashboards in Power BI Service allows you to share insights with stakeholders and collaborate on data analysis. Let's walk through the steps to create and publish a dashboard:


Step 1: Create a Report in Power BI Desktop

  1. Design Your Report:

    • Use Power BI Desktop to design and create your report with visualizations, filters, and interactive elements.

  2. Prepare the Data:

    • Import your data into Power BI Desktop and transform it as needed to create meaningful visualizations.

  3. Save the Report:

    • Save the report (.pbix file) to your local machine.

Step 2: Publish the Report to Power BI Service

  1. Sign in to Power BI Service:

    • Open your web browser and go to the Power BI Service (https://app.powerbi.com).
    • Sign in with your Power BI account credentials.

  2. Upload the Report:

    • In the Power BI Service, go to the "My Workspace" or the workspace where you want to publish the report.
    • Click on the "Upload" button and select the .pbix file of your report from your local machine.
    • Wait for the report to upload and process.

  3. Explore the Report:

    • Once the report is uploaded, open it to make sure everything looks as expected.
    • Interact with the report to ensure that all visualizations and filters are working correctly.

Step 3: Pin Visuals to a Dashboard

  1. Navigate to the Report:

    • Open the report you just uploaded in Power BI Service.

  2. Pin Visuals to Dashboard:

    • Select the visualizations you want to include on your dashboard.
    • Click on the "Pin" icon at the top of each visualization.
    • Choose whether to pin to an existing dashboard or create a new one.
    • Repeat this process for all the visualizations you want to include on your dashboard.

Step 4: Create and Customize the Dashboard

  1. Navigate to Dashboards:

    • Go to the "Dashboards" tab in Power BI Service.

  2. Create New Dashboard:

    • Click on the "Create" button to create a new dashboard.
    • Give your dashboard a name and description.

  3. Arrange and Customize Tiles:

    • Drag and drop the pinned visualizations onto the dashboard canvas.
    • Resize and rearrange the tiles to create a layout that makes sense for your dashboard.

Step 5: Publish and Share the Dashboard

  1. Publish the Dashboard:

    • Once you're satisfied with the dashboard, click on the "Save" button to publish it.

  2. Share the Dashboard:

    • Share the dashboard with your colleagues or stakeholders by clicking on the "Share" button.
    • Enter the email addresses of the people you want to share the dashboard with and set their permissions.

  3. Embed the Dashboard (Optional):

    • If you want to embed the dashboard in a website or application, click on the "Embed" button and follow the instructions to generate an embed code.

Step 6: Monitor and Update the Dashboard

  1. Monitor Usage and Engagement:

    • Keep an eye on usage metrics and engagement to see how users are interacting with the dashboard.

  2. Update as Needed:

    • Update the dashboard as needed based on feedback or changes in the data or requirements.

By following these steps, you can create and publish dashboards in Power BI Service to share insights and collaborate on data analysis with your team or stakeholders.

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