Build interactive dashboards directly on top of your semantic models using over 100 chart types, tables, matrices, KPI cards, and filters. The intelligence sheet brings extensive customization options to suit your reporting needs. In this article, you learn how to build a sample dashboard using the different components in an intelligence sheet.
Combine charts, KPI cards, tables, matrices, and filters to create dashboards tailored to your business requirements.
Add a line chart to project the revenue, profit, and cost over 5 years. Select Charts 100+ and select Line. Assign the axis dimensions and measures. Select the focus icon to customize the chart.
In the Line ribbon, go to Settings > Canvas. Set the Line type to Spline. Customize the line and marker in the Category format section. Select Back to Sheet to return to the dashboard.
In the Visualizations tab, search for Marimekko and select Vertical stacked marimekko to compare revenue and margin proportions across product categories.
Assign the height and width measures, axis, and stacked dimensions to plot the marimekko.
Select a stack to use the on-object interaction menu. Apply basic customizations to the series color, font, data labels, and borders directly in the canvas without switching to focus mode.
Plot an integrated variance chart to compare the revenue and prior year revenue over 5 years. Select Integrated variance column in the Visualizations pane and configure the measures and dimensions. The chart automatically shows the variance between the current and prior year revenue.
Select the x-axis title and choose the Hide option from the menu.
Select the Filter icon. Select the Year section to expand it and select the past 5 years in the Basic tab.
Add matrices to display detailed data in rows and columns and to compare and analyze individual records. In the Visualizations pane, select Matrix and assign dimensions and measures.
Assign actuals to the Values (AC) data well and prior year (PY), plan (PL), and forecast (FC) measures to the respective data wells to automatically calculate the variances.
8. Select the Focus icon to customize the table.
Intelligence sheets automatically calculate variances based on the assigned measures. To display the variance columns, go to the Matrix tab, select Show Columns, and choose the required variance columns.
In the Data ribbon, go to Insert Column > Formula. Create a formula column to calculate the implied price.
Select a header, row dimension, or cell and go to the Format ribbon to customize the visual design of the table. Select Back to Sheet to return to the dashboard.
Select KPIs in the Visualization pane. To show a key metric in a KPI card, assign the measure to the Actual(s) field. Assign plan, previous year actuals, and forecast measures to the comparison data wells. The intelligence sheet automatically calculates and shows the corresponding variances in red and green.
Select a card, hover over it, and then select the Edit icon to customize the KPI - you can change the font style, add formulas, and insert charts.
Select the card, select More options(...) and select Duplicate to create a copy of the card. Change the actuals and comparison assignments to a different metric. Repeat this process to create cards with uniform formatting for each metric.
Add text summaries to explain trends, results, and business outcomes displayed in the dashboard. In the Intelligence ribbon, go to Elements > Text to insert a textbox. Select the edit icon to format your text. Alternatively, select the text and use the floating toolbar.
Select an element and use the drag handle to reposition it on the dashboard.
Select an element and go to the Visual tab in the corresponding ribbon to apply formatting such as borders and shadows.
In the Intelligence ribbon, select Elements, then insert shapes and text boxes to create a custom dashboard header.
Add comments to dashboards to provide context directly within the data. Select a cell, row, or column in a table or matrix, or select a data point in a chart. Select Comment to add a comment, then use the rich text editor to format the content. Assign comments to other users to collaborate on the dashboard.
The final dashboard is shown:
Enterprise planning, Integrated with PowerTable and Intelligence, native to Microsoft Fabric. Co Engineered with Lumel.
