Power BI: How to create insightful dashboards

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18th May 2023

Power BI: How to create insightful dashboards

Data visualisation is a powerful tool for communicating complex data. But it is not enough to simply create a graph or chart and call it a day. To truly make use of information, it is important to create insightful reports.

Creating holistic and insightful reports requires the use of several data points. One tool that enables this is Microsoft Power BI.

What Is Microsoft Power BI?

Microsoft Power BI is a business intelligence tool. It allows you to connect many data sources to one dashboard. Using Power BI, you can easily model and visualise data holistically.

Here are our tips for designing great data visualisation reports:

Tips for designing great data visualisation reports

Consider your audience

You should design reporting dashboards with the end user in mind. CEOs and CFOs are interested in different aspects of the business, make the information interesting to them.

  • What is it that this audience wants to see?
  • Are they looking for bottom-line sales numbers?
  • Or do they want to cover insights that can help target productivity gaps?

Don’t Overcomplicate Things

Many times, less is more. If you find that your dashboard looks crowded, you may be adding too many reports. The more you add, the more difficult it is to read the takeaways from the data.

Try out different chart types

Experiment with presenting your data in different ways. Flip between bar, pie, and other types of charts to find the one that tells the story the best. Just don’t go overboard. Keep it simple but interesting.

Get to know power query

Power Query is a data preparation engine. Take time to learn how to leverage this tool for help with:

  • Connecting a wide range of data sources to the dashboard
  • Previewing data queries
  • Building intuitive queries over many data sources
  • Defining data size, variety, and velocity

Build maps with hints to Bing

Bing and Power BI integrate, allowing you to leverage default map coordinates. Use best practices to utilise the mapping power of Bing to improve your geo-coding.

Tell people what they are looking at

A typical comment heard often when presenting executives with a new report is, “What am I looking at?” Tell your audience what the data means by using features like tooltips and text boxes to add context.

Use emphasis tricks

People usually read left to right and from top to bottom. So put your most important chart at the top, left corner. Follow, with the next most important reports.

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