Welcome to another Power BI tutorial! Today, based on a viewer’s request, we’re going to create a dashboard using dummy brokerage data. We’ve got all the necessary columns and have generated random data to build our dataset. This dataset will be used to create the dashboard you’re currently viewing.
Our data includes seven clients from around the world, and we have dummy brokerage data spanning four years. To get started, let’s import our data into Power BI Desktop. In the Navigator window, select the transactions sheet and click “Load.” Wait for the data to load.
Now that we have all the fields, let’s make our dashboard visually appealing. Change the theme to “Innovate” from the View tab. Next, add a text box to your dashboard from the Insert tab and give your report a title. Set the font size to 36 and make it bold, then place it at the top of the screen, leaving space for a slicer.
Add a slicer from the Visuals section and place it at the top right corner of your report. From the “Journal Ledger Date” field, add the year hierarchy to the field area. In the Format Visual settings, change the slicer type to “Dropdown” and position it properly.
We’ll change the background color of our report to black and adjust the transparency to our liking. Now, add the “Country” field to your dashboard, which will automatically add a map visual. Position it at the top left corner, below the title.
Add the “Brokerage Amount” field to the bubble size area and use the slicer to see if the bubbles change accordingly. It seems like they’re working. Rename the “Country” field to just “Country.”
Next, add a donut chart visual to your dashboard and add “Brokerage Amount” to the values field and “Assured Group” to the legend area. Make a copy of this chart and place it below the original. Replace “Assured Group” with “Reassured Group” in the legend area and adjust the visuals’ height and width for a visually appealing layout.
Add the “Customer Type” field to your dashboard and change the visual to a bar chart. Add “Brokerage Amount” to the x-axis of the bar chart. Now, add a gauge visual below the year slicer at the top right corner of the screen. Add “Rate to Brokerage” to the value area and set it to “Average.”
Create a new measure with a value of zero and another measure with a value of 0.06. Add the measure with zero value to the minimum value area and the other measure to the maximum value area.
Include the “Business Name Settlement” field at the bottom right corner of your screen and change the visual to a bar chart. Add “Brokerage Amount” to the x-axis of the bar chart.
Finally, add a line and column chart to your dashboard. Add “Brokerage Amount” to the columns y-axis and “Gross Amount” to the line y-axis. Include the “Client Name” field in the columns’ legend area. Add the date hierarchy to the x-axis, excluding quarters and days.
To keep client names visible at all times, change the position of the legend to the right or left of the chart, rather than the top or bottom. We’ll place the legend at the center-right of our visual.
And there you have it! Our dashboard is complete. Thanks for watching this tutorial; we hope you found it helpful. Don’t forget to like and subscribe for more tutorials and updates!
Dataset and Power BI file: https://drive.google.com/file/d/1u3fRIMD8qM5B1izVr7-M302MxqM0Qr0w/view?usp=sharing
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