Power BI Design

3 March 2023
Eugene Lebedev

Eugene Lebedev is a Power BI consultant by background. Before founding Vidi Corp in 2021 he created Power BI reporting for Autodesk. His Power Bi reports were used by VPs of Finance and C-suite of Autodesk. As part of Vidi Corp, Eugene created dashboards for Google, Teleperformance, Delta Airlines and 200+ clients worldwide.

Want to make your ugly Power BI dashboards a bit less ugly? This Power BI Design blog post is for you! I am joking, I am sure, they are not ugly but beautiful in their own way. Let’s talk about how to put some makeup on them to make them even more beautiful!

We can’t make them more beautiful without first understanding some design principles. Before we start building our beautiful dashboard, let’s first discuss them!

How people read Power BI reports

The first thing you need to understand about dashboards is how the users of your dashboards read them.

Your report viewers will read the dashboards in a z-like fashion, the same way as you would read a book. You first finish line 1, reading from left to right and then you switch your eyes to line 2. Therefore, there has to be some logical connection between line 1 and line 2. This logical connection is usually built by drilling down as you move from top left to bottom right.

How people read reports

Power BI Dashboard Sections

Secondly, every dashboard is easier to interpret when you divide it into sections. Some common dashboard sections are:

  • Filter menu
  • Navigation menu
  • A line of cards
  • A block of data visualisations

Consider the dashboard below which has all of the above sections

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Power_BI_Design_Dashboard_Sections

I highly encourage you to plan in advance for where you place these sections on your canvas. Planning for how exactly you drill down into your data with every visual is also really important.

To see how you can optimise your reporting with Power BI, make an enquiry here. 

Colour Scheme

Thirdly, it is important to select a good color scheme for your reports. A good color scheme would contain a color that you can use to communicate negative insights like red or orange, a neutral color like blue and a color to communicate positive insights like green.

An example of a really good default color scheme in Power BI would be City Park

Power_BI_Design_Color_Scheme

Below is a custom scheme that I am using for one of my clients. This is aligned with their brand colors but also has all the elements of a good color scheme:

  • Orange to communicate bad findings
  • Green to communicate good findings
  • Blue as a neutral color

Power BI Design Theme Colors

Using colors strategically in your reports is really important for making them easier to interpret. For example if one of the metrics in your report is revenue, color it in green everywhere in your report. This would teach your users to associate the color with the metric. As a result it would take them less time to read and understand your reports.

For example consider the dashboard below:

Power BI Design Color Dashboard Example

Notice how the sum of revenue is colored in green everywhere in the dashboard. This makes users remember that green means revenue. Therefore, the dashboard becomes a lot easier to interpret.

Note that if you want to build the dashboard above, I have a video on my youtube channel where I walk you through building it. You can find it through the link below:

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Choosing data visualisation type

Fourthly, it is important that you know how to choose the right data visualization. Choosing the right data visualisation is a big topic on its own. I wrote a blog post about it earlier. You can read it here.

Remove Clutter

Fifthly, it is important to remove clutter as much as possible from your visualisation. Clutter includes:

  • Repetitive text – makes your charts cluttered when they can be clean.

Power BI Design Repetitive Text

  • Too many colors in a single visual – makes the visual really difficult to read

Power BI Design Too Many Colors

  • Excessive axis titles – consider the example below. It is already clear that the X-axis represents date. There is no reason to keep an axis title.

Power BI Design Excessive Axis Titles

  • Gridlines and axis – those are not needed if you introduce data labels. Consider the example below.

Power BI Design Gridlines and Axis

Now compare the chart below where I removed gridlines and Y-axis. No information was lost but the chart already became a lot cleaner.

Power BI Design Gridlines and Axis Removed

  • Decimal points – they make text longer to read and often don’t add any significant information to the insight. Ask yourself, does your dashboard really need the decimal points? When your revenue is $150,678.56, do you really care about those 56 cents? It is likely that you don’t, so remove them! However, if it costs you $1.25 to acquire a new customer, those 0.25 make up one fifth of your value so maybe it is worth keeping those. Consider the example below with and without decimal points. Removing decimal points really makes it easier to read, doesn’t it?

Power BI Design Decimal Points

Power BI Design Decimal Points Removed

The bottom line is that you need to be as minimalistic as possible when you communicate insights to your dashboard users.

Imagine yourself walking in your dashboard user’s shoes. If you ask someone to explain to you how your business is performing, you don’t want to hear them rumbling for 30 minutes. You don’t want to try to pick up 5 important sentences from a 30-minute speech because this is overwhelming.

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You want to hear a structured answer where an analyst explains the key insights to you in as few words as possible. This makes it far easier for you to understand and retain the key information.

Consistency

Placing your visuals in consistent places across your canvas is really important too. Consider the case study for the financial analysis on my website. The position of cards, filters and bar charts is consistent across different pages. As a result, the dashboard users know exactly where to direct their sight to find a specific insight.

Power BI Design Consistency

Power_BI_Design_Consistency

Blank Space

Finally, let’s talk about the blank space because it can be an asset as well as a liability for your dashboard. Some blank space is good because it makes your dashboard look less cluttered.

Consider the dashboard below, leaving blank space between the visuals allows me to use the shadow effect and makes the dashboard look very clean.

Power BI Design Blank Space

However, leaving too much blank space on the dashboard makes the data storytelling looks disorganized.

Consider this example that I found online. There is a lot of blank space on bottom right which could in theory be used to make the visuals larger and therefore easier to read. This space could also be used for additional analysis.

Power_BI_Design_Blank_Space

Next Steps

Now that you know the theory of how to design good-looking dashboards, let’s use them together to build a good-looking dashboard from scratch! Follow this video tutorial with me to make this piece of beauty below!

Download the source Power BI file from here and let’s get started!

Power BI Design

Microsoft Power Platform

Everything you Need to Know

Of the endless possible ways to try and maximise the value of your data, only one is the very best. We’ll show you exactly what it looks like.

To discuss your project and the many ways we can help bring your data to life please contact:

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eugene.lebedev@vidi-corp.com

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