Tuesday, April 30, 2024

Step-By-Step Power BI Dashboard Design and Customization Tutorial by Onyeaghala Victor

power bi dashboard design

Additionally, Power BI offers a wide range of customization options to help you create a dashboard that meets your specific needs. You can choose from a variety of pre-built templates, or create your own custom themes. You can also add custom visuals created by the Power BI community, or even create your own using the Power BI developer tools. In this step-by-step tutorial, we’ve covered the basics of designing and customizing a Power BI dashboard.

Keep it Simple

Typically, we see this with long month names which is why you shouldn't use them. It also happens when people just put the time and the date-time field into their axes' labels. Some people even use the whole date, for example, 1 January 2018. These are also really long labels that shouldn't be used. Simply use Jan, Feb, Mar and so on instead of January, February or March. This will make the problem go away and you will have short labels and present them in a readable, legible way that everybody can read.

Best Practices to make Effective Power BI dashboards (Bonus Tips included)

To achieve a personalised user experience, we need to enable personal bookmarks and make it easy for users to get more information by exploring the report visuals. However, we must remember that Power BI has a limit of 20 personal bookmarks per report. Use colors that are easy to distinguish, especially when showing comparison visuals in Power BI. The customer satisfaction dashboard was built for the management of an airline company to help them understand insights collected from customer feedback surveys. The logistics dashboard is used by logistics managers to help them understand the flow of goods.

Power BI budget dashboard

You should use one drop down menu for each data field or each data dimension. And this time, we're working with a time series chart showing monthly values but the labels are tilted because they are too long. This chart could be useful but the labels are simply too long. Many of the labels are missing and the pie charts are completely without labels or even a legend. This one is a little bit more interesting because it does have certain variances calculated.

power bi dashboard design

Pick a Color Theme and Font Style

Get inspiration for your next Power BI report with our top 10 Power BI dashboards, all purpose-built and follow design best practices. We hope you found this guide valuable and that you use the step-by-step process to help you implement design best practices whilst building your Power BI reports. Follow the structure provided in the choose your layout section of this guide to ensure your users can easily navigate through your report in a logical format. It's also important to group related metrics together, for example, grouping KPIs or Donut visuals together. This step-by-step process has given you the foundations needed to build a well-designed report. The next section will look at the additional design tips that you should incorporate into your reports.

Here is the end result of this quick redesign that fixed common dashboard mistakes. Just look at this dashboard that is too common in the business world. Do not use the gauges or odometers as they are completely overused.

Best Power BI Tools in 2024: Unleash Data Potential! - Simplilearn

Best Power BI Tools in 2024: Unleash Data Potential!.

Posted: Tue, 09 Apr 2024 07:00:00 GMT [source]

The 13 Best Power BI Books Based on Real User Reviews - Solutions Review

The 13 Best Power BI Books Based on Real User Reviews.

Posted: Fri, 21 Oct 2022 07:00:00 GMT [source]

It allows the team and stakeholders to monitor the status of ongoing activities and make adjustments based on data. This dashboard is also automated with the help of Coupler.io and can display information in real time. It gives an in-depth overview of the income, expenses, and the profitability of the operations. The bar graphs and combo graphs allow you to analyze the metrics over time. You can compare actual income and expenses to the forecasted figures and see how this correlates with the planned budget. Ensure you stay consistent with your theme's color palette across your visuals, and limit the number of colors per visual, maximum 6.

Comparing cumulative metrics for events with different start dates

However, there is such a thing as too many labels, where communication is hampered by too much information. My number one rule is that if you see the labels that are displayed diagonally, something is wrong with the chart. In a good dashboard, you should be able to click on this row to expand it and observe the details. Another option is to right-click data and drill through to another page that contains more detailed information about all stores or categories that explains what is going on. If you want to know more about the Components of a good dashboard, you can learn more about design here.

Top 9 Power BI Dashboard Examples

When people compare actuals to budget or actuals to the previous year, they just put them into a side by side chart. This means that you will always see a lot of blue and yellow color. However, what you are actually interested in is the gap between the two.

You can utilize the other spaces depending on what data you need to present. Understanding the flow can be required to make a good dashboard. Think about it, would you want to present the Sales of the models and different colors of cars to the financial officer?

power bi dashboard design

This will ensure that the variance is emphasized as the most important part of your dashboards. When you want to show whether things are changing or not and whether they are changing for the better or worse, you use simple and intuitive colors. The first step is to remove pie charts from your dashboard. By switching to a bar chart you will easily get rid of six colors and can just use one. I have seen many dashboards where slicers take almost half of the page. In this case, you're expecting from your users to tick every check-box.

Of course, this means that you have to do something in your Power BI model or you have to make sure that your data contains a time dimension. You need to make sure that you have this in Power BI or all of your charts will look like this. The tilted labels are obviously not okay and it's worth spending 15 minutes or half an hour and fix your time dimension in the model. This is the issue with almost every poorly designed dashboard. If you Google the word dashboard, you'll see this problem everywhere. Whenever you have diagonal labels, there's a chance that you simply need to flip the chart around.

The problem with this visualization is again that it does not visualize the gap. In this example, we are interested in the gap and see that the actual sales were below budget. Just using a slightly lighter or darker color you can show the difference between the actual year and the previous year. Variance is also very simple to show - just use two colors - green for positive, red for negative values. The same thing holds true for financial statements like income statements. You can work with a lot of data categories and simply use one or maybe two colors.

No comments:

Post a Comment

Top 19 Kitchen Cabinet Design Software Free & Paid

Table Of Content Easy to Work With Other Apps Introducing the Best Kitchen Design Software Tools xTool P2 FULL Review: It’s Better Than Glow...