Forum Discussion
Helper IIDoes Power BI support building dynamic dashboard
We have an in house software developed using visual studio and sql server on-premises for our insurance company.
Now we want the dashabord to do the following:-
1) Aggregate information from multiple sql tables, for example we have the insurance for the cars in a seperate table, and the insurance for building into a seperate table, but inside the power bi dashboard we want to show the aggreate income from all the services (cars and building), with the ability to filter based on the service , years and month
2) the price shown will be in USD , but we want to be able to dynamically change this into Pound , where the conversion is stored inside separate sql table
3) similar appraoch will be for around 15 charts where each chart will need to have filtering based on the month, year and service
so my quesition is this achivable in Power BI ? second question we have Office 365 license E3, so what additional license wis need to develop this dashabord (if it is achivable in Power BI ) and to view it?
Thanks
Yes, all three requirements are standard Power BI. Load your car and building insurance tables, either UNION them if the schemas line up or connect them to a shared date and a shared service dimension, then a single SUM measure plus a service slicer handles the aggregation and filtering across every chart.
For the currency switch, import your rate table, add a currency slicer, and build a measure like this:
Amount (converted) = VAR Rate = SELECTEDVALUE ( Rates[Rate], 1 ) RETURN [Amount USD] * Rate
Every visual that uses this measure follows the slicer, so you do not repeat the logic 15 times.
On licensing with E3: Power BI Desktop is free to develop with, but to publish and share reports you need Power BI Pro for the developer (E3 does not include Power BI), plus Pro for each viewer, unless the workspace sits on a Fabric or Premium capacity in which case viewers can be Free. Since your SQL Server is on-prem, install the On-premises Data Gateway on a machine with line of sight to the database so the Power BI service can refresh or DirectQuery it.
If it solved your issue, please mark it as the accepted solution and give it a kudos.
Best regards,
Shai Karmani
4 Replies
- Shai_Karmani
Super User
Yes, all three requirements are standard Power BI. Load your car and building insurance tables, either UNION them if the schemas line up or connect them to a shared date and a shared service dimension, then a single SUM measure plus a service slicer handles the aggregation and filtering across every chart.
For the currency switch, import your rate table, add a currency slicer, and build a measure like this:
Amount (converted) = VAR Rate = SELECTEDVALUE ( Rates[Rate], 1 ) RETURN [Amount USD] * Rate
Every visual that uses this measure follows the slicer, so you do not repeat the logic 15 times.
On licensing with E3: Power BI Desktop is free to develop with, but to publish and share reports you need Power BI Pro for the developer (E3 does not include Power BI), plus Pro for each viewer, unless the workspace sits on a Fabric or Premium capacity in which case viewers can be Free. Since your SQL Server is on-prem, install the On-premises Data Gateway on a machine with line of sight to the database so the Power BI service can refresh or DirectQuery it.
If it solved your issue, please mark it as the accepted solution and give it a kudos.
Best regards,
Shai Karmani - Kagiyama_yutaka
Continued Contributor
Power BI handles one fact table with a separate date table so service/year/month filters work, a small rate table gives USD→GBP as a measure, and publishing to a Power BI Pro workspace with an on‑prem data gateway keeps your SQL Server available for Pro viewers.
v-aatheequeCommunity Support
Hi mvcsharepointde
Have you had a chance to look through the responses shared earlier? If anything is still unclear, we’ll be happy to provide additional support.- v-aatheeque
Hi
Following up to confirm if the earlier responses addressed your query. If not, please share your questions and we’ll assist further.
