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October 11, 2024

Interactive dashboards in Power Platform - introduction

In today’s data-driven world, businesses face increasing pressure to make fast, informed decisions. Interactive dashboards, such as those in Power Apps, address this challenge by consolidating data into a single, real-time interface. Studies show that businesses using dashboards can reduce reporting time by up to 50%, leading to 25% faster decision-making (Source). These dashboards empower users to visualize key metrics, analyze data across multiple streams, and customize the interface to fit specific business needs—all without extensive coding. The result is enhanced productivity, better insights, and a stronger competitive edge.

The dashboard serves as the initial interface that users see in the application when they log in. This is extremely important to consolidate all crucial information about data in one, centralized place. The dashboard gives you a 360-degree, comprehensive view of your business and helps you understand key performance indicators (KPI).

In Power Apps, data visualization can be achieved in various ways. This includes operational dashboards, which present information in tabular views, and analytical dashboards, which offer graphical representations for deeper data analysis using pie, bar, doughnut charts and more. For an efficient display of all necessary information, a combination of easy-to-read charts, graphs, and views in one place is recommended.

An alternative approach to gain real-time insights into Dataverse data involves using interactive experience dashboards. These dashboards allow users to filter and analyse data from various perspectives, while providing access records directly.

Single - vs multi-streams dashboards

There are two types of interactive dashboards: single-stream and multi-stream. A stream refers to a view or queue within a dashboard. Depending on the type, whether single- or multi-, one or multiple streams can be utilized.

Multi-stream dashboards

Data within a stream base on a single entity, although each stream within one dashboard can be associated with a different entity (with the exception being that entity-specific dashboards are restricted to streams from only one selected entity). This approach can prove beneficial when seeking comprehensive insights into all cases and activities, irrespective of their status or priority.

Having observed the impact of interactive dashboards in various organizations, it’s clear that these tools are essential for enhancing decision-making and fostering collaboration. They not only simplify complex data but also empower teams to respond swiftly to changing circumstances. Embracing interactive dashboards is a strategic move towards a more agile and informed business environment

Julia Topinek
Business Consultant

Julia Topinek

Single-stream dashboards

The single-stream dashboards present real-time data for a single stream, based on an entity view or queue. The tiles and charts are situated on the right side of the dashboard and are constantly visible. These dashboards are used for monitoring a smaller but more intricate and targeted set of data, for example, only active cases.

Stream view vs tile view

When dealing with multi-streams, it’s important to note that the streams can be presented as tiles displaying the number of records or views along with a list of records. Depending on the specific data you wish to view, it is possible to seamlessly switch between these views (Switch to Stream/Tile View).

Visual filters

Data can be analyzed by utilizing a variety of interactive charts, which serve as visual filters. One significant feature is their interactivity. Upon clicking on a data point within a visual filter, other charts, views, or tiles will be filtered to accurately reflect the selected data.

Filtering - global and timeframe filters

For single- and multi-streams, advanced filters (global and timeframe) can further facilitate a thorough analysis of the data.

Advantages of interactive dashboards in Power Platform

  • Fully configurable, easy to implement and adjust to your business needs without code:
    This allows you to tailor the interactive experience to your specific requirements without the need for extensive coding, technical knowledge or effort.
  • Security-role based access:
    You can control the visibility of the interactive experience for selected roles, ensuring that sensitive information is only accessible to authorized individuals.
  • Real-time data:
    The interactive experience provides access to real-time data, allowing for up-to-date insights and analysis.
  • Focus on detailed data:
    Interactive experience dashboards enable a deep dive into detailed data, facilitating thorough analysis and understanding. Overall, employing interactive experience offers a versatile, user-friendly, and secure approach to delivering and managing information within your organization
  • Wide spectrum of layouts:
    A diverse range of dashboards and charts layouts is available.
  • Possibility to move across environments using solutions:
    Easy transition across different environments, providing flexibility and adaptability.

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