How to Create Insightful Dashboards in Microsoft Power BI
Data visualisation is a powerful tool for communicating complex data. It presents it in a simple, easily understandable format. But it is not enough to create a graph or chart and call it a day. To honestly use information, it is essential to create insightful reports. Reports that effectively communicate the story behind the data.
Insightful reports help decision-makers understand critical trends and patterns. As well as identify areas of opportunity and make informed decisions. However, if analytics graphs and bar charts only tell part of the story, it can lead people to make wrong decisions.
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.
The platform has over 500 different data connectors. These connectors can tap into sources such as Salesforce, Excel, Azure, and more. In addition, users can leverage pre-built report templates to save time in creating data-rich reporting. Teams can also collaborate and share dashboards virtually.
Image is from MicrosoftTips for Designing Great Data Visualisation Reports
Getting started in Microsoft Power BI entails the following:
Signing up for the software
Connecting your data sources
Using its tools to create report visualisations
But creating great reports goes beyond that. Below, we’ll review several tips and best practices for maximising your Power BI output.
Consider Your Audience
It would help if you designed reporting dashboards with the end user in mind. What is it that this audience wants to see? Are they looking for outstanding Client fees? Or do they want to cover project insights that can help target productivity gaps?
The use of clear and concise language and effective visualisations are essential. This help to highlight the key takeaways from the data. Customise reports to the audience’s level of technical expertise and business goals.
Don’t Overcomplicate Things
Many times, less is more. If 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.
Remove all but the most essential reports. Instead, look for ways to include different data sets in a single report, such as using stacked bar charts. Dashboards should show essential data at a glance, so do your best to avoid the need to scroll.
Try Out Different Chart Types
Experiment with presenting your data in different ways. Flip between bar, pie, and other charts to find the one that best tells the story. When building a new dashboard for your organisation, get some input. Ask those reviewing the reports which chart type works best for them.
Get to Know Power Query
Power Query is a data preparation engine. It can save you a lot of time in developing insightful reports. This engine is used in Microsoft tools like Power BI and Excel.
Take time to learn how to leverage this tool for help with the following:
· 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
Tell People What They Are Looking At
A typical comment often heard when presenting executives with a new report is, “What am I looking at?” Instead, tell your audience what the data means by using features like tooltips and text boxes to add context.
Just one or two sentences can save someone 5-10 minutes trying to figure out why you gave them this report. That context can get them to a decision faster. It also helps ensure clarity and understanding of the data.
Use Emphasis Tricks
People usually read left to right and from top to bottom. So put your most crucial chart in the top left corner. Then, follow with the subsequent most essential reports.
If you have specific numbers that need to stand out, increase the font size or bold the text; this ensures your audience understands the key takeaways.
Use colours to emphasise things like a “High, Mid, Low.” For example, a low level of accidents could be green, a mid-level in yellow, and a high-coloured red; this provides more visual context to the data.
Need Help with Power Bi or Other Microsoft Products? We can help you get started or improve your use of Microsoft 365, Power BI, and more. Call us today to schedule a chat about leveraging this powerful platform.
Article used with permission from The Technology Press. 