Tips & Tricks for Creating a Power BI Dashboard
It’s important to stay on top of Microsoft Power BI as it evolves each month so you can take use of all of its features. In this guide, we’ll teach you the best ideas and approaches for developing dashboards that will keep you ahead of the competition.
1. Keep it simple and clear.
When building dashboards with Power BI, you must keep the end-users in mind. They aren’t all Power BI superheroes, so don’t expect them to locate all of the hidden features and click on all of the slicers on your dashboard. The experience of simply consuming the dashboard might be rather overwhelming for many of them.
Great Power BI dashboards have two features.
For starters, you should identify two objectives.
First and foremost, your dashboards must be easy to understand. As an end-user, you must understand what you’re looking at, the data categories, and everything else that is presented to you.
Once you’ve understood it, it’ll need to assist you in directing your attention and executing on it. They must be put into action.
2. The design
First and foremost, it must have a user-friendly layout. On the upper left of your dashboard, you should have a significant KPI. In order for individuals to grasp it, you’ll need to provide some context.
The context that explains this is provided by the tiles around it. On a landing page, keep your information simple and clear, focusing on the most significant data categories – those that have had the greatest impact on your final result.
3.Tool Helpful tips
Let’s make tooltips that will make your users “wow.” This is a common Power BI dashboard tip among both report creators and end users.
First and importantly, you must create a separate page, which you can accomplish by pressing the “+” icon at the bottom. The page was given the name “tooltip” in our case. You then build a chart and place it on the website, making sure that the tooltip is not too large.
Go to “page information” when you’re designing. Turn on the tooltip option to make this a tooltip that will appear on another visual somewhere else. This implies that you may now utilise this page as a tooltip anywhere on your dashboard or in your report. Then go to the page size and change it to tooltip from default.
Limit the quantity of objects you bring.
Because you don’t have a lot of space, it’s critical that you don’t place too many items in this small chart. As a result, make sure that the tooltip only contains the most crucial information.
Chart titles that change over time
Of course, this complete report includes all of the company units. These business components are organised so that you can see all of the details in a hierarchical table that you can expand and collapse. End-users can grasp what they’re looking at thanks to a dynamic title.
Because Power BI provides for extensive filtering, cross-filtering, slicing, and dicing, end-users frequently encounter issues because they are unaware of which filters are active at any given time. So it’d be great if you could just add dynamic chart titles that reveal the active filters.
Page navigation
Of course, you now have a variety of options for presenting information about your business unit. You could, for instance, create a new view, such as a tabbed page navigation. These are all native Power BI buttons with very basic page navigation that refer to your business units report.
You have some form of navigation that sends you back to the landing page once you understood the issue. This is referred to as a two-layer master-detail or overview detail design pattern for dashboards, and it works rather well in our opinion. The landing page comes first, followed by the ability for users to navigate from the landing page to the detailed report pages. So this is the kind of basic pattern we’re aiming for all the time.
Buttons
In Power BI, buttons are really simple, especially in the current edition. You can add a button to the top bar, and there are various styles of buttons to choose from. The right arrow button is the same one we used in this example.
The action, which determines what the button should do, is the most important feature of this button.
You’ll find a group of settings called “the action” on the right side, under “visualization,” where you can choose from a few different types of actions. In all of the Power BI dashboards shown in the webinar, we mostly use “page navigation.”
After you’ve decided on a type, you’ll need to decide on a destination. Simply choose which website you want this button to take you to. As a result, the user can now click on this newly formed button to go to the specified page.
Help Tutorials
Okay, you’ve made it to the most crucial of our Power BI dashboard tips!
We are very proud of this section of the dashboard. It took the longest as well.
When you click the help button, you’ll be taken to a page with tutorials to help end-users learn how to navigate the dashboard.
Several useful instructions have been added to the top of your dashboard by clicking on the question mark button.
How do you do this? This one is a little trickier, but in essence, the button has an action, just like the others, only you’re not going to another website this time. Instead, you’re displaying some visuals. Those yellow pages, as well as the photos with the videos, exist on my page, but they are hidden by default.
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