Creating a Marketing Dashboard with Power BI & Dax Craig Johnson Creating a Marketing Dashboard with Power BI & Dax

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Creating a Marketing Dashboard with Power BI & Dax Craig Johnson Creating a Marketing Dashboard with Power BI & Dax

What is a Dashboard

Dashboard: One-Screen Group of Summary Visualizations that facilitate rapid assessment!

Key Components Right Visual Avoid Clutter Focus your Audiences Attention Action Items

Audience Who is your Audience How will the Dashboard be consumed

Process Import Data Measures Design

Import Data Date (Time) Event Action (Event Tracking) Sessions Total Events Dimension vs Metrics

Total Sessions Total Sessions = SUM(Minnpartraffic[Sessions]

Events: Phone Calls/PDF and Emails Phone Call Events = Calculate [ALL Events], Events[Event Action] = “Phone Number Link”

Metric Groups Show how to make a measure group

Last Refreshed Last Refreshed = LASTDATE(Metric[Date]

Visual Decision Making

YTD Tell a Story

Weekly Tie it to a Business Metric Sales were ?

Trends

Time Intelligence Sessions LY = Calculate ([Total Sessions], SAMEPERIODLASTYEAR(Dates[Date]

Use Statistical Functions Top N Filter Avoid Clutter User Color Sparingly Use Statistical Functions

Ad Words

The Better Questions you ask, the more the data will tell you Recommendations The Better Questions you ask, the more the data will tell you

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