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3PLFORALL's avatar
3PLFORALL
Regular Visitor
1 year ago
Solved

Dashboard Assistance Neeeded

Looking to develop a dashboard and keep running into significant roadblocks and any point to a resource I can utilize (do not mind paying) would be extremely helpful. 

 

The data that I will be working with will be warehouse operations data, for multiple clients with each of the clients having standard deliverables that will be tracked for each client, with some clients having additional deliverables that would be tracked in addition to the standard deliverables. This data will be entered daily by warehouse staff. The dashboard will initially be for executives with the potential of being available for external clients. As mentioned above, each client would have the same standard set of deliverables that the warehouse staff would be inputting data for. While some clients can potentially have additional deliverables that would be tracked. Some of the deliverables have different measurement units, such as number of inbound pallets (volume), inbound orders that were receipt to stock in 24 hours (percentage), and outbound shipment accuracy (accuracy %). The data would be entered into an excel file that would be stored in Sharepoint. 
 
 
Need Help
  • amitchandak's avatar
    amitchandak
    1 year ago

    3PLFORALL , You can use Power app if you want to create forms, or even the new translytical task flows in power bi for input.

    You should use RLS to secure data by each client 

    Power BI- Row Level Security(RLS): Handle ALL, UserPrincipalName: https://youtu.be/KVLEnIUo4pc

     

    You can use OLS to control measure, but if you share report, then it may error if the column or measure is not present. You can consider power bi perspectives.  

5 Replies

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    1 year ago

    3PLFORALL , You can use Power app if you want to create forms, or even the new translytical task flows in power bi for input.

    You should use RLS to secure data by each client 

    Power BI- Row Level Security(RLS): Handle ALL, UserPrincipalName: https://youtu.be/KVLEnIUo4pc

     

    You can use OLS to control measure, but if you share report, then it may error if the column or measure is not present. You can consider power bi perspectives.  

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Hi 3PLFORALL ,

    Thank you for reaching out.

    To effectively build your dashboard, start by ensuring your Excel files have consistent columns such as Date, Client, Deliverable, Value, and Unit. This will help you track both standard and custom deliverables across all clients. Store these files in a central SharePoint folder, either as a consolidated file or as separate files per client, but keep the same structure throughout.

    In Power BI, connect to your Excel files using the “SharePoint Folder” option and use Power Query to clean column names, set correct data types, and standardize units as needed. Build your data model with dimension tables for clients, deliverables, and a calendar, and set up the necessary relationships.

    Create DAX measures for key KPIs, including inbound pallets, shipment accuracy percentage, and 24-hour fulfilment. Use these to design report pages such as executive summaries, client-specific breakdowns, trend analyses, and exception alerts. Incorporate slicers for filtering by client, deliverable, date, or unit.

    Once complete, publish your report to Power BI Service, schedule data refreshes from SharePoint, and securely share the dashboard with executives or clients using Power BI’s sharing options.

    • Anonymous's avatar
      Anonymous
      Not applicable
      1 year ago

      Hi 3PLFORALL ,

      I hope the information provided above assists you in resolving the issue. If you have any additional questions or concerns, please do not hesitate to contact us. We are here to support you and will be happy to help with any further assistance you may need.

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        1 year ago

        Hi 3PLFORALL ,

         

        I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We’re always here to support you