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.

MikeP

Just to follow up on our previous conversation. I have a relatively simple Google spreadsheet that I used for rebalancing but since I moved to PS it has become redundant. I am using it by entering the totals from PS but I thought it would be ideal to have a tab within the existing report that would provide a QTY BUY/SELL for each holding based on current prices and cash held in the account.




Any tip you and or other users can give me on how to go about achieving the above will be greatly appreciated.

VidasMatelis

PortfolioSlicer was not designed to do things that you want above.
You can try do following:
1. In Source workbook table "Allocation" create separate allocation for each symbol you are planning to buy. For "Index" column you could specify actual symbol assigned to that allocation.
2. In Reports workbook you have have "Allocation Target" Reports that shows value by Allocation, Alloc Target %, Alloc Actual % and Alloc Delta. As you configured Allocation to represent symbols, now your "Alloc Delta" shows how much of that allocation/symbol you should buy or sell.
3. Now you need new measure that divides "Alloc Delta" by the latest price of Allocation[Index] symbol. If you know DAX, you can try creating such measure and you can use DAX code from measure "Expd Profit % (Alloc)" as starting point.

But with this approach if you are currently using allocation differently, you will loose that functionality.