Are you one of those students who have or planning to attain the Power BI Certification Course? In both situations, you are bound to create some dashboards you would love to use often while performing the data analysis. As a beginner, you can take one step further by streamlining your process and standardizing your reports by creating templates that give you the much-needed ability to upload different data sources and transform your charts with the dynamic dashboard. Now all you need is the guidance to proceed with the process. Fortunately, we are here to help with the guide you need to create the BI templates for different data sources:
How to Create the BI template for data sources
Right before we start with the process, let’s take a quick overview of the topics we will cover in this post for better understanding;
- How to transform the data
- Time to build your Power BI dashboard
- The query parameter
- Save your dashboard as a BI template
So, without any second thought let’s start with the blog post…
For this process, you can use the CTR curve that you have created. Usually, dashboards are highly useful for each and every client and team member. Also, creating the templates will allow you to use the data of every client more specifically and create a custom CTR curve without having the need for rebuilding and recreating over and over on repeat.
How to transform the data
When it comes to building the BI dashboard with the ultimate goal of creating the BI templates, you need to pay special attention to how you transform your data. Creating the database means when you upload the data source it will be transformed on the basis of the steps you have taken while creating the original dashboard.
Does it matter?
If you ask me then, I would definitely show the big yes sign. When you transform the data for the original dashboard, you should do it in a way so the steps can be applied for other data sources as well. In other words, you cannot do the transformation that may only work on one source but not another.
You can visualize the power BI’s steps a micro for your data; the same steps will be performed during the entire transformation. Even if there is a slight change in the new data then, then default steps will not work.
It’s time to build your Power BI dashboard
Once you have successfully built your dashboard and reports, you are ready to go with the creative power BI templates.
Here we are going to create the template using the single data source but if you want you can expand it to include as many sources as you like as long as you don’t forget to create the separate parameter for each file.
New query parameter
First step: Open the query editor, select your file and click on the gear icon on the side of the source under the applied steps.
Second step: there you will find the file path to the data source in a popup that opens. Click on the left icon of the file path and select the new perimeter.
Now create the parameter by adding the name and fill out the description with necessary requirements like; changing the type to text and holding the file path to the current source.
Be careful when you select the “Required,” because the file will not open unless you enter the value. Unmarking this setting can be used for optional files.
Now on the left side of the query editor, you can find the new parameter.
Save your dashboard as a BI template
Now, when you have finally created the new parameter and updated the data source you can close the editor and follow the below instructions to save your dashboard as a BI template.
File> Save As and save as .pbit file.
Now you know the steps to create the BI template, it is time to give it a try. Moreover, you want to learn more about the power BI then, you can pursue the Training Courses for Microsoft Certifications at ProICT Training.