POWER BI REPORT

Design Factors

AUDIENCE PLATFORM UI/UX ANALYSIS

Final Users Channels Design Data Management
 AUDIENCE
Final Users

EXCECUTIVE ANALYTICAL VIEWER

OPERATIONAL
Answer Questions and
Take Decisions Take Actions Educate
Promote Insights

Summary Overview & Monitor & Action Awareness

Interpretation & Depth
Conclusions
 PLATFORM
Channels

REPORT VIEW DASHBOARD VIEW MOBILE VIEW EMBEDDED VIEW

Power BI Desktop Power BI Service Power BI Mobile Power BI Embedded

PUBLIC VIEW PRINTING, HOLOGRAPHIC VIEW TABLET VIEW

Publish to Web ELECTRONIC FORMAT
Power BI Mixed Reality Power BI Windows 10 App
Power BI Paginated Reports
 UI/UX
Design

UI/UX
LAYOUT COLOR BRANDING Interactive, Filtering, Report
Margin, Distribution, Tones, Contrast, Opacity, Logo, Icon sets, Pictures & navigation & Clicktale
Spacing & Balance Transparency & Gradient Brand Guidelines Accessible, Consistent,
Recognizable, Intuitive

ACCESIBILITY
Screen Readers, Low Vision, PERFORMANCE
Physical or motor Optimization, Latency &
disabilities, Dyslexia, Autistic Responsiveness
Spectrum
 ANALYSIS
Data Management

DATA
VISUALIZATIONS POWER BI FEATURES
DATA MODELING & CAPABILITIES DAX
Selecting Visuals, Custom
Data transformation, Drilldown, Drillthrough, Analysis, Q&A & Design
Visuals, “Out of the box”
Relationships, Calculated Tooltips, What If, Trend Oriented
Visuals, AI Visuals &
fields, Governance. Lines, Conditional
Infographics
Formatting, Filters, etc.
 Who is/are your Audience?
 Executive
 Operational
 Analytical
 Viewer
POWER BI REPORT
Design Process What problems are you
trying to solve?
 Questionnaire
 Data verification
 Data Modeling
 Are there any additional requirements?
 Accessibility
 Performance
 Real Time
 Multilingual
 Cross-Platform Data Visualization
What is the Consumption responsiveness
 Export to PowerPoint  Visuals
experience?  Custom Visuals
 Report View  “Out of the Box”
 Dashboard View Visuals
 Mobile View  Best Practices
 Tablet View
 Embedded View Sketching
 Website View 
 Printing Layout
 Storytelling
 Electronic Format 
 Holographic View Elemental Hierarchy
 Interface DAX
 Experience
 Branding
 Logos
 Images
 Iconography
 Font
 Brand
Power BI Features & Guidelines
Capabilities Setup Deployment
 Drilldown  Implementation
 Drillthrough Color  Maintenance
 Tooltip
 Bookmarking  Main Colors
 Conditional  Indicator Colors
Formatting  Hue & Saturation
 What If  Complementary
 Forecast Colors
 Alerts
 Cross-Filtering
Test
 1
2
EMPATHIZE
Conduct research to develop an
understanding of your users

POWER BI REPORT
Design Thought Process

1 Who is/are your Audience?

What are the problems to

2 solve?
 DEFINE
Combine all research and observe where
your users’ problems & needs exist

3
POWER BI REPORT
Design Thought Process

4 3
What is the Consumption
experience?

4 Are there other requirements?

 IDEATE
Generate a range of crazy, creative ideas

POWER BI REPORT
Design Thought Process

5 Sketching

6 Data Visualization
5
6 7 DAX
7
 PROTOTYPE
Build real, tactile representations for a
range of your ideas

POWER BI REPORT
Design Thought Process
Power BI Features &
8 Capabilities Setup

9 Branding
10
9 10 Color
8
 TEST
Return to your users for feedback

POWER BI REPORT
Design Thought Process
11
11 Test
12
IMPLEMENT
Put the vision into production.

POWER BI REPORT
Design Thought Process

12 Deployment
 Provide Clear and Valuable
information to your audience Easy to use/explore

INFLUENTIAL
FACTORS
Why is this important?
Engage Users Build a Positive Reputation about
your company

Impulse
Citizen Data Science
Improve Cross-Platform Flexibility Increase productivity and Improve
reaching more people your operations

Allow users to respond quickly & Add Substance and Credibility

“Call to action”