Help on how to create new dashboards/reports in PowerBI

MikeP

Hi Vidas, happy new year to you!

I have been using PS 3.1 for roughly the past 6 months and would like to explore how to create new dashboards using Power BI from existing data sources.

My Excel skills are basic level and despite having watched a few videos on how to start on PBI on YT but I seem to be struggling and would like to get your thoughts and or any tips as to where to look. I see you have have uploaded pics of several interesting dashboards was hoping when you have time, perhaps you could do a step by step video tutorial for beginners like myself would be able to follow and learn.

Many thanks!

VidasMatelis

I would suggest that you find some online tutorials on how to use PowerBI and just play with existing Portfolio Slicer model. If you are not proficient in DAX, I would not suggest that you would create any additional calculations - as even existing formulas are not trivial.
Specifically for Portfolio Slicer, you should be aware that some measures are additive of the time and some other measures are "at the end of the time". That is, when you build report and add, for example, Dividends measure, it will show amount paid over selected time period. But if you add "Total value" measure, it will show total value at the end of selected period. And if you add "Total Value Start" measure, it will show you "Total Value" at the start of selected period. If date is not selected/filtered, the date period is "All" time.
I do not plan to add more tutorials in the near future.

MikeP

Thank you for your follow up reply. I wholeheartedly agree with your thoughts on the complexity of the underlying logic/calculations that do all the heavy lifting. It is not my cup of tea (too old to learn a new trick) and I am happy with the reporting that you have provided. In the meantime I will find online tutorials and see if I can learn to create basic reports.

I began using the PBI desktop to load PS and view the report for the lightening fast refresh time so overall I am a happy bunny

Once again thank your for help.