How to create a Corporate Expenditure Power BI dashboard

The following procedure assumes data or preparation of data using power consultation. However, beginners can consult the following lessons on how to prepare data with Dax functions for a feeding board.

Now let’s jump into the procedure used to create a Power BI corporate expenses board as indicated in the previous video.

Get the file for this project here and follow the procedure.

1. Create board position markers

Open Microsoft Power Point

• Eliminate existing design.
• Right click on the blank sheet and select “background format”.
• In the format bottom panel, choose filling – solid filling – choose “White background 1, darker 25%”.

Insert and format forms

• Select the Insert menu – Forms – Choose “Rectangle”.
• Drag to draw a rectangle.
• Click on the right button in the format format in the format form panel, choose the fill-solid filling. Choose the color as white. Then choose line – without line.
• Change to the forms and the size of size, enter 1.85 cm as a height of the rectangle and 16.37 cm as width of the rectangle. Choose effects – soft edges (the second option).

Duplicate position and forms

• Adjust the rectangle and place it in the upper left corner.
• Copy and paste the rectangle you created. Place the rectangle copied to the upper right corner.
• Copy and paste any of the rectangles: Change the size of the copied rectangle at a height of 3.14 cm and wide or 5.24 cm. Create 3 additional copies of the rectangle in the same way and adjust them and place them.
• Copy and paste any of the rectangles: change the size of the rectangle copied to a height or 6.49 cm and width or 21.14 cm. Adjust and place the rectangle next to the 4 rectangles recently created to the left.
• Copy and paste any of the rectangles: change the size of the rectangle copied to a height or 9.47 cm and width or 11.02 cm. Adjust and place below the 4 rectangles at the bottom.
• Copy and paste any of the rectangles: change the size of the rectangle copied to a height or 9.47 cm and a width or 21.14 cm.

Save the PowerPoint file

• Save the PPT file as ‘Cor Exp’ and choose “scalable vector graphics format (*.SVG)” as a file format.

2. Power Bi background format

Open the Power Bi file downloaded

• Be sure to be in the “Report view”.

Customize the canvas background

• In the visualization panel, choose Format – Canvas background – color – choose white, 20% darker.
• Choose the image and click on the small icon – Explore the ‘Cor Exp’ file and select Open – Image Fit – Select FIT – Transparency – 0.

3. Create Bi Power visualizations (KPI / metric)

Note: Do not worry about the position of your images because you will possibly put them in position markers later.

Create card images

• Select ‘card’ in the visualization panel: select ‘Made’ and choose Var Le1% in the Fields box.

Format the visual card

• Visual choose.
• Choose the call value – Source – Segoe UI (bold), 28.
• Choose the category label: alternate.
• General Choose – Title to alternate in – Title, Text – Var Le1%.
• Fuent: Segoe Onion (bold), 11.
• Adjust the size of the visual card.
• Follow the same steps to create images of cards for VAR LE2, VAR LE3 and VAR %of the Plan.

Create bar graphics

• Choose the bar (grouped bar graph) from the visualizations panel.
• Choose or drag and release the measure of the commercial area in the Y-Eje and VAR plan on the X axis.
• Choose Format – Visual – Bars – Select Color – Conditional Formage (FX) – Choose the gradient as format style – choose “In which field should we base this?” – VAR Plan – Choose “Minimum” #FFA600, color of theme 1. Choose “maximum” #13102, color of the topic 3. Click OK.
• Alternate data labels.
• Choose Legend – Options – Title affectation.
• General Choose – Title to alternate in – Title – Source: Segoe Onion (bold), 10.
• Adjust the size of the bar table.
• Follow the same steps to create the VAR plan for the country/region bar chart.

Create visual matrix

• Choose visualizations panel matrix.
• Fill the row, columns and values ​​with months, business area and plan var % respectively.

Format the matrix as follows

• Choose matrix format – visual – grid – finish the horizontal grid lines in – color – white, 10% darker, wide 3.
• Finish the vertical grid lines in – color – white, 10% darker, wide 5.
• Choose values ​​- source, Segoe onion, 10 – background – white (10% darker).
• Choose column headers – Text – Source, Segoe Onion (bold), 10.
• Choose row headings – Text – Source, Segoe Onion, 10.
• Alternative column subtotals in – values ​​- source, Segoe 10, bold, choose background – white.
• Subtotals of the other way backwards in – values ​​- source, Segoe 10, bold, choose background – white. Adjust the matrix.

Create cutter

• Choose SLICER: drag and release or select the sales region in the field of the data panel.
• Choose Visual Format – Visual – Cutter Configuration – Options – Choose drop -down.
• Choose values ​​- source, Segoe onion, 10, color – black.

Create text box

• Choose the text box: drag and adjust the text box.
• Write “Select Sales Region”.
• Select the text and choose Font Segoe (bold), 10, and do the text ital.
• Adjust and place the text box near the cutter.

Create title

• Choose Insert Menu – Element – Text box.
• Drag and adjust the text box.
• Write “corporate expenses”, select the text and make the Font Segoe (bold), 18, justification of the center.
• Choose the format text box – General – Effects – Turn off the background.

Now Move your images to position markers

Conclusion

In this guide, we have covered the essential steps to create a corporate expenses board using PowerPoint and Power BI.

Starting with the design of PowerPoint dashboard markers, we format the Power Bi canvas background to match.

Then we create several visualizations, including card images for key performance indicators, bar graphs to show data trends, a matrix for a detailed analysis and cutters for dynamic filtering.

Finally, we add titles and text elements to provide context and improve the usability of the board.