Power BI Assessment Dashboard Walkthrough
Power BI Assessment Dashboard Walkthrough
Power BI Assessment Dashboard Walkthrough
This walkthrough demonstrates a process to create a basic assessment dashboard using Power BI.
This guide should be considered a template showing key steps and functions that can be adapted
for programmatic or institutional contexts.
Choose the Scores Export Fall 2016 and Spring 2017 file and click Open. Then
click Edit.
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Assessment Dashboard in a Day with Power BI
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Assessment Dashboard in a Day with Power BI
Change the data type of the Score column to Whole Number. Click
on the icon next to the column header, then select Whole Number.
3. Click Close & Apply to load the Fact Table to the data model
FactScores will show up in the Fields pane. Click the icon to view
the FactScores table in the Relationships view.
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Assessment Dashboard in a Day with Power BI
Click New Source, then select text/csv file and connect to the
Student Demographics source file.
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Assessment Dashboard in a Day with Power BI
DimStudent will show up in the Fields pane and will connect to the
FactScores table in the Relationships view.
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Assessment Dashboard in a Day with Power BI
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Assessment Dashboard in a Day with Power BI
Select the Criteria column. In the Add Column tab, click Extract,
then First Characters. Extract the first 3 characters and rename the
resulting column to Code.
Select the Criteria Column. In the Add Column tab, click Extract,
then Text Before Delimiter. Enter a period (“.”) as the delimiter and
click OK.
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Assessment Dashboard in a Day with Power BI
Click the Outcome Letter column to select it. In the Add Column
tab, click Conditional Column.
Enter Outcome Text as the new column name. Then enter the
fields as they appear below.
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Assessment Dashboard in a Day with Power BI
5. In the Home Tab, Click Close & Apply to load the Dimensions to the
Data Model
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Assessment Dashboard in a Day with Power BI
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Assessment Dashboard in a Day with Power BI
Double-click on a relationship edit it. You can also use the Manage
Relationships button to edit and create new relationships.
This happens because CourseIDs are reused and there are multiple
courses with the same ID. We will create a new key field that
combines CourseID and Term in order to connect these tables.
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Assessment Dashboard in a Day with Power BI
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Assessment Dashboard in a Day with Power BI
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Assessment Dashboard in a Day with Power BI
Enter the following in the box to create count scores. Then hit the
Enter key.
Repeat the previous steps to create the Count All Scores measure.
Note that this measure references Count Scores.
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Assessment Dashboard in a Day with Power BI
After creating each measure, click on the measure and set it to the
correct options in the Modeling tab. For example, %Scores should
be set as a Percentage data type with 1 decimal place. Its home
table should be FactScores.
Under FactScores in the Fields Pane, check the box for %Scores.
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Assessment Dashboard in a Day with Power BI
Add the Criteria and Score Text fields to the visual by dragging and
dropping them into the field wells.
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Assessment Dashboard in a Day with Power BI
Set the Formatting Options for the chart using the Formatting
Pane.
Chang the data colors and turn the border and data labels on.
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Assessment Dashboard in a Day with Power BI
Add Full Outcome Text above Criteria in the Axis field well to
enable drilling up and down between levels.
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Assessment Dashboard in a Day with Power BI
Add Count Scores and Count All Scores to the Tooltips field well.
Count Scores and Count All Scores will now appear in the tooltip
when mousing over the visual.
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Assessment Dashboard in a Day with Power BI
Click on the %Scores visual. Use Ctrl+C and Ctrl+V to copy and paste
the visual on the canvas. In the new visual, replace Score Text with
Proficient Status in the Legend field well.
Use the Formatting Pane to change the Data colors and Title.
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Assessment Dashboard in a Day with Power BI
Select the visual and click the Ellipsis (…) icon. Then choose to sort
by %Scores to sort lowest to highest. You may need to click the AZ
icon next to Sort By to sort the correct direction.
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Assessment Dashboard in a Day with Power BI
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Assessment Dashboard in a Day with Power BI
Copy and paste the student chart. Replace Current Major with
Transfer in the Legend field well.
4. Create Slicers
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Assessment Dashboard in a Day with Power BI
Create groups using a calculated column. In the data view, click the
DimCourse table.
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Assessment Dashboard in a Day with Power BI
The new column will appear. In the report view, add this column as
a slicer.
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Assessment Dashboard in a Day with Power BI
Create groups by selecting the courses you want to group and then
clicking Group. Rename the groups by double-clicking the group
name. Then click OK.
Create a slicer from the new group. Copy and paste another slicer
to carry over its formatting options.
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Assessment Dashboard in a Day with Power BI
Select the elements you want to align by holding Ctrl while clicking
each element. In the Format tab, click Align, then choose an
alignment.
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Assessment Dashboard in a Day with Power BI
1. Add a Title. On the home tab, click Text box. Then type the title in
the box and change the text format.
2. Add a wordmark.
Click Image. Then select the image file. Resize the image and place
it in the correct location.
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Assessment Dashboard in a Day with Power BI
Right-click on the page tab and click Duplicate Page. Rename the
new page Tables.
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Assessment Dashboard in a Day with Power BI
1. Test the report. Test your entire report before and after publishing
and sharing to ensure it functions correctly and that viewers can
easily understand and navigate.
By default, clicking one visual will filter all other visuals on the page.
To disable this, first select a visual. Then click the Edit Interactions
option in the Format Tab.
Then use the icons at the top of another visual to change whether
the interaction filters or does nothing to another visual.
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Assessment Dashboard in a Day with Power BI
Click New Source, then select text/csv file and connect to the Fall
2017 and Spring 2018 Scores Export
Right-click the query and unselect Enable Load. This will prevent
this raw data from loading to the data model.
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Assessment Dashboard in a Day with Power BI
Click FactScores. In the query steps, click the Changed Type step.
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Assessment Dashboard in a Day with Power BI
3. Update the Terms source file to add a new term. In the windows
file explorer, navigate to the Terms source file and open it in Excel.
Save the file with its original name and location to maintain the
connection in Power BI.
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Assessment Dashboard in a Day with Power BI
Click Close and & Apply to load the new data to the report.
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