Creating a Service Requests Management Dashboard with Microsoft Power BI

Welcome to the next level of data visualization! In this tutorial, we will explore how to create a comprehensive Service Requests Management Dashboard using Microsoft Power BI. This dashboard will include various visualizations such as total requests over the year, average daily requests, pending and canceled requests, total grants, and amounts paid by month.

Overview of the Dashboard Components

The dashboard will feature the following key components:

• A line chart showing total requests over the year
• Average daily requests
• Pending and canceled requests
• Total grants and total amounts paid
• A column chart comparing paid amounts against service request types
• A map chart displaying total percentages by regions
• Monthly filters for data analysis

You can download the dataset for this dashboard for free from our website, and templates are available for purchase at www.other-levels.com.

Importing Data into Power BI

To start, we will import three Excel files into Power BI:

1. Request Status Report: This file contains details of all requests, including amounts, request numbers, and statuses (pending, completed, canceled).
2. Service Type Report: This file includes details about the types of services requested, categorized as financial or advertising.
3. Location Report: This file provides details about the locations associated with each request, including city names, dates, and geographical coordinates.

Steps to Import Data

1. Open Power BI and select "Get Data".
2. Choose "Excel Workbook" and click "Connect".
3. Navigate to the folder containing your files, select the desired Excel sheet, and click "Load".

Once the data is imported, you will see three tabs on the left: Report, Data, and Model. Start with the Data tab to review all imported files.

Creating Relationships Between Tables

Power BI can automatically create relationships between tables based on unique request numbers. To manually create relationships, drag the column header from one Excel file to the corresponding column in another file.

Designing the Dashboard

Setting Up the Background

1. Go to the Report tab and insert a rounded rectangle shape for the background.
2. Rotate the shape and adjust its size and color using the formatting options.
3. Repeat this process to create multiple background layers for a visually appealing design.

Adding Titles and Logos

Insert a text box for the dashboard title and adjust its size and position. You can also add your company logo next to the title for branding purposes.

Creating Visualizations

Monthly Service Requests Chart

1. Insert an area chart and set the month on the x-axis and the number of requests on the y-axis.
2. Format the chart by adjusting the colors, removing unnecessary labels, and setting transparency levels.

Average Daily Requests

To calculate average daily requests, create a new measure:

1. Go to the Table tab and select "New Measure".

2. Use the following formula to calculate average daily requests:

   Average Daily Requests = AVERAGEX(VALUES(Date[Date]), COUNTROWS(Requests))
   

Displaying Total Amounts Paid

1. Create a card visualization to display the total amount paid.
2. Format the card by adjusting the font size, color, and removing background labels.

Adding Additional Metrics

To show the count of requests by status:

1. Insert a multi-row card and select the request number field.
2. Change the aggregation to count and add the service status field to display counts by status.

Final Touches

After adding all necessary visualizations, ensure that each element is properly formatted and positioned. Adjust the sizes, colors, and labels to create a cohesive look for your dashboard.

Conclusion

This tutorial has guided you through the process of creating a Service Requests Management Dashboard using Microsoft Power BI. By following these steps, you can effectively visualize and manage service requests, providing valuable insights for your organization. For those interested in purchasing templates or accessing additional resources, visit our website at www.other-levels.com. Thank you for joining us, and we hope to see you in the next video!