Microsoft Power BI Data Storytelling Concepts and Techniques
IPA-M103
A Power BI dashboard is a single page, often called a canvas, that uses visualizations to tell a story. Because it is limited to one page, a well-designed dashboard contains only the most-important elements of that story. The visualizations on a dashboard come from reports and each report is based on one dataset. In fact, one way to think of a dashboard is as an entryway into the underlying reports and datasets. Selecting a visualization takes you to the report that was used to create it.
Training Duration: 2 Days
OVERVIEW
Presenting data with Microsoft Power BI is simple as anyone can draw charts on the canvas and start visualizing numbers graphically. Unfortunately, it is not easy to design a good and appealing dashboard.
This 2-day Power BI dashboard design course is designed for Power BI creators who wish to learn how to create beautiful and effective dashboards, while avoiding all the common design pitfalls and mistakes.
OBJECTIVES
After completing this course, students will be able to:
Learn the 15 golden rules of dashboard design concepts in Microsoft Power BI.
Obtain a visual chart reference for different types of dashboard objectives and use them in their day-to-day lives.
PREREQUISITES
Attendees preferably have a basic knowledge of using Microsoft Power BI Desktop to create reports and dashboards. It is also a good course for people who want to kickstart their Power BI reporting and dashboard ventures.
AUDIENCE
The audience would be those who are already familiar with Microsoft Power BI.
COURSE MODULES
Strategizing a Power BI Dashboard
What people think a dashboard is and what it really is.
The 15 Golden Rules of dashboard design.
Lab 00 – Sample Personal Finance dashboard
Rule 1: Design for a Target
Design each dashboard for a single target person, group or specific goal.
Lab 01
Sample Dashboard Rule 0
Sample Dashboard Rule 1
Rule 2: Keep Everything at a Glance
Design each dashboard to present all information in a single non-scrollable screen.
Lab 02
Sample Dashboard Rule 2
Sample Dashboard Sizes
Sample Dashboard Mobile
Sample Dashboard Hierarchical
Rule 3: Keep it Simple
The foundation of a good design is simplicity!
Lab 03
Sample Dashboard Rule 3
Sample Dashboard Rule 3 Dark
Rule 4: Align All Elements
Always align all elements on the dashboard.
Lab 04
Sample Dashboard Rule 4
Sample Dashboard Placeholder
Rule 5: Be Consistent in Your Design
Repetition means familiarity.
Implement a pattern of design.
Lab 05
Sample Dashboard Rule 5
Rule 6: Highlight the Most Relevant Information
A good dashboard contains only information that is relevant to its scope.
Lab 06
Sample Dashboard Rule 6
Rule 7: Be Clear
A good dashboard should use simple terminology and explain all abbreviations.
Lab 07
Sample Dashboard Rule 7
Rule 8: Start from Zero
The value of the y-axis should start from zero albeit some exceptions.
Lab 08
Sample Dashboard Rule 8
Sample Dashboard Body Temperature
Rule 9: Shorten All the Numbers
Dashboard users usually aren’t interested in seeing precise figures.
Lab 09
Sample Dashboard Rule 9
Rule 10: Show the Context
Indicating a context for a number is more informative.
Lab 10
Sample Dashboard Rule 10
Rule 11: Choose the Right Colors
Colors are not only decorative, but they convey messages and cause emotions.
Lab 11
Sample Dashboard Rule 11
Sample Dashboard ColorHelper
Rule 12: Dashboards are NOT Reports
A dashboard is just an overview to monitor a certain situation and should not go deep into the details.
Lab 12
Sample Dashboard Rule 12
Rule 13: Show Variations
A dashboard should present comparisons and highlight changes where possible.
Lab 13
Sample Dashboard Rule 13
Sample Dashboard Variations
Rule 14: Leave the Noise Off
Very often, there are too much information which are useless to be presented.
Lab 14
Sample Dashboard Rule 14
Rule 15: Pick the Right Charts
Too many times people present the right data but with the wrong chart.
Lab 15
Sample Dashboard Rule 15