The following is the list of articles to get started with using the Performance Dashboard (Power BI) template.


You should have received 3 files (1 Power BI file, 1 Sample Excel File and 1 Excel template file without any data).



We will discuss the steps in 3 major sections.

  1. Entering Data in Excel (Enter data in the empty Excel template. If you need a reference for what data to enter, you can see the Sample file we provided). 
  2. Setting up Connection in Power BI 
  3. Viewing the Power BI Report


For a list of metrics available in the template, please see Metrics in Performance Dashboard Power BI template. 


For Frequently Asked Questions, please visit FAQ