How do I create a dynamic dashboard?

Question

How do I create a dynamic dashboard?

FionaWardRyan-5851 5

I need to create a dynamic version of a Power BI dashboard. Current one I use is a static version linked to an excel spreadsheet. Can you give me a step by step guide on how to do this please? I think it needs to be linked to a gateway.

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Syed Saleem Peera 13,060 Reputation points Microsoft External Staff Volunteer Moderator

2025-01-20T11:14:57.1166667+00:00

Hi Fiona Ward Ryan,

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Syed Saleem Peera 13,060 Reputation points Microsoft External Staff Volunteer Moderator

2025-01-21T05:19:37.4366667+00:00

Hi Fiona Ward Ryan,

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Syed Saleem Peera 13,060 Reputation points Microsoft External Staff Volunteer Moderator

2025-01-20T11:14:57.1166667+00:00

Hi Fiona Ward Ryan,

Just checking in to see if you had a chance to see the previous answer. Please let me know if it was helpful and don't hesitate to reach out to us if you face any issue.

Please don’t forget to Accept Answer and Yes for "was this answer helpful" wherever the information provided helps you, this can be beneficial to other community members.

Thank you.
Syed Saleem Peera 13,060 Reputation points Microsoft External Staff Volunteer Moderator

2025-01-21T05:19:37.4366667+00:00

Hi Fiona Ward Ryan,

I wanted to check if you had the opportunity to review the information which was provided in our previous answer. Please feel free to contact us if you have any more quires. If you feel that your quires have been resolved, please accept the answer by clicking the "Upvote" and "Accept Answer" on the post.

Thank you.

Answer 1

Hello Fiona Ward Ryan,

Thank you for reaching out to us on the Microsoft Q&A forum.

To make your Power BI dashboard dynamic, you need to connect it to a live data source and set up automatic data refresh. First, move your Excel data to cloud storage like OneDrive or SharePoint, or if you're using on-premises data, install the On-Premises Data Gateway.

In Power BI Desktop, connect to your data source, clean and transform it, then create your dashboard. After publishing to the Power BI Service, enable Scheduled Refresh for cloud-based data or configure the Data Gateway for on-premises data.

For real-time updates, you can use DirectQuery with a live database. Once set up, share your dynamic dashboard, which will update automatically based on your refresh settings.

If you are still facing any issue, please let us know in the comments and where you are encountering this error along with the screenshot for reference. We are glad to help you.

If you found the information helpful, we would greatly appreciate it if you could acknowledge it by selecting the Accept Answer & Upvote options.

Thank you.

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How do I create a dynamic dashboard?

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