Visual guidance for power bi redmond sql sat 2019
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The document provides guidance on designing effective Power BI reports, emphasizing UI/UX principles and the importance of governance. Key topics include navigating Power BI tools, creating intuitive designs, using appropriate visualizations, and organizational branding. The presentation also explores advanced features like custom visuals and the significance of clarity and simplicity in data reporting.
Visual guidance for power bi redmond sql sat 2019
- 1. Visual Guidance for PowerBI Yana Berkovich Data Platform MVP
- 2. Please Thank our Sponsors:
- 3. Yana Berkovich BI Analyst & DEV, Data Platform MVP Consultant, Product Manager Member of BI, BA, SharePoint, O365, PM communities Reporting Stream Lead Consultant - PHSA Love sharing my insights https://www.linkedin.com/in/yanaberkovich http://yanaberkovich.com @Yana_Berkovich
- 4. Agenda PowerBI Visual Guidance Design Principals UI / UX for Reporting Guidance specific for PowerBI
- 5. Intro
- 6. What is currently part of PowerBI Power BI desktop Power BI Desktop is the report authoring tool - https://powerbi.microsoft.com/en-us/desktop Access data from various data sources and transform them for your reporting needs Power BI Service – Pro/ Premium (Capacity, Licensing and Monitoring) Browser based portal - https://app.powerbi.com Share and collaborate with your collogues and wider audience PowerBI Report Server On premise solution for organizational reporting PowerBI Mobile Mobile Application, can be connected to your PowerBI on pemise or the cloud PowerBI Data Gateway Install in your organization, to enablesecure data connection (same as for PowerApps) Embeded Analytics PowerBI in Azure, set powerBI when needed, in the Azure portal Use PowerBI REST API & JS to embed in your applications
- 7. What is Governance? (In the IT context) A formal framework that provides a structure for organizations to ensure that IT investments support business objectives. • ITIL – Information Technology Infrastructure Library • GRC – Governance Risk & Compliance • ISO 27001
- 8. Why is Visual Guidance needed? Governance != Guidance Organizational Culture & Brand Intuitive UI - A report in a glance Data Driven Decision support Minimize clutter maximize interaction
- 9. Self Service BI…Why guide? From: ADOBE Blog
- 10. UI UX in Reports
- 11. Recommendations for Successful UI Place users in control of the interface Easy Navigation Be predictable - consistency Be acknowledging Clear concise fonts, titles etc. Avoid clutter – clean design Be intuitive
- 12. Clear insight What is this report telling us? How does it help?
- 13. Report Structure guidance for PowerBI
- 14. Navigation The old Way – • Tabs • Bookmarks and buttons • Tooltips The better way – • Custom Expression based formatting LINK (tutorial) Always communicate in the same place on the page where we are and how to get back
- 15. Layout How to divide your canvas? Once decided, Consistency between reports Alignment (LTR unless middle East) , order, and proximity
- 16. Consistency This cannot be page 1 and page 2 of your report
- 17. Branding • Templates - Reports colors, Color scheme, fonts, frame sizes… • Corporate Layouts – in report server • Corporate backgrounds and guides • Corporate Theme can be added Anime Watching Trends Report Car Dealership Customers Engagement Report
- 18. How to match colors & Theme? Report Theme Generator for the UI Designers LINK Theme creation for the color match challenged LINK (Thank you Chuck!!!)
- 19. Place users in Control = Self Service BI Add interactive features Add drill downs in a glance
- 20. Quantity vs visibility Avoid clutter 1 – 6 or 9 visualizations same as UI Avoid clutter – 1 question per page answered in a glance
- 21. Size and Font Font Size – 3 max per report PowerBI has different sizes for titles, text boxes and charts – pay attention what looks the same Preferable 1 font type per report play with indent instead Arial always looks great when in doubt 16pt in titles or 12pt in graphs and tables 10pt for mobile
- 22. How to pick my visualization?
- 23. Data Visualization Do not use pie Charts (Storytelling with data) Use the 9 gestalt principles Add Tooltip Add Data Labels Avoid not necessary lines / colors One glance
- 24. Data Visualization - Color
- 25. Not only Bar Chart – Use a Heat map!
- 28. Premium Capacity Advanced Governance Portal Users Access Capacity Data – Datasets, refresh, measures efficiency, visuals usage Premium Capacity Metrics Use as a layout for your performance reports (All pictures from Microsoft site PowerBI.com not customer data)
- 29. Custom Visuals the good and the better?
- 30. What are the custom visuals and where can we find them? Custom visual gallery Azure functions How do we use them? Can be added as a file Can be added from the store Can be created What can go wrong? The visual is not added as a default – new report? Upload visuals from scratch Filters -Not always filtering and reversing correctly Usually Themes are not effective Code might not be updated Maps support different coordinates Mobile display R Scrip installation Dashboard crashing…
- 31. Visuals about visuals Currently there are 106 visuals in the visual gallery 2 Dashboards in the data Story Gallery describe and classify them
- 32. Comparing Timelines – Sales Report Time page Picture Name Functionality Usage Design limitations Countdown Counts down the time until a date Project management / Product Management till the next event No Theme support Limited design options Bci Calendar Display 1 measure per date, can contain more measures on tooltip, colors according to kpi’s Manufacture calendar, performance per day track No Theme support Good design options Timeline Display time hierarchy Any time filtering needs No Theme support Custom Calendar Display many measures to compare in a day Limited Theme support Good design Resets colors when restarting
- 33. Comparing Pies Sales Report Drill Down Donut Chart Display time hierarchy Any time filtering needs Preferably Never… Ring Chart Display 2 Measures – primary & Secondary Great for filtering and drilling down for complex hierarchy Product breakdown Sun Burst Display 1 measure for grouped values Manufacture calendar, performance per day track
- 34. What’s Hot? Heatmaps – Sales Report Picture Name Functionality Usage Brickchart vs Treemap Colors area according to percentage value, Similar to Treemap just colors instead of rectangle size. To emphasize each part of total – sales of product, stock revenue from total PyramisChartCollabion Displays percentage from the total value of each layer Scan population, describe many layers of different sample or metric size Table Heatmap Display several measures for each category, to compare the results in table Compare sales of different products, colors to view which brand has most sales
- 35. Bubble and Timeline Sales Report Picture Name Functionality Usage TimeBrush Display columns by time hierarchy similar to time play and columns chart Stock prices, sales, tracking usage & usability data Cluster Map Display 1 measure for grouped values Detect and review cluster sizes Dot Plot by MAC Display several Categories for the bubbles to vary by color and size in each Review sub clusters in each category and sub category
- 36. Comparing Slicers Picture Name Functionality Usage HirarchySlicers Choose hierarchy even without connection, same functionality as filter for hierarchy Categories filtering, adding filter on page SmartFilter Creates filter with choices by field Drop down filtering in report Enlighten Slicer Create tiles instead of simple filter values Tiles display, choose by product, location etc Play Slicer Play the timeline / Any other filed or hierarchy to display all the reports in filter Get the full picture with a changing dimension pause in meeting for drill through
- 37. Scatter & Histogram Fish ReportPicture Name Functionality Usage Design limitations Display columns by time hierarchy similar to time play and columns chart Stock prices, sales, tracking usage & usability data No Theme support Good design options Histogra m XY 2 Types of data display to detect the scattered plots groups and the columns for the other axis Behavior of population by 2 parameters No Theme support Good design options SPLine Comparing 2 datasets for correlation Correlation between experiments results No Theme support Limited design option Heat Similar to Compare projects, Theme Support
- 38. How to build my own? PowerBI custom visual designer has retired. There is a whole repository in GitHub that has the visuals library https://github.com/Microsoft/PowerBI-visuals A readme file there and you can install VS and try to implement The user binds data from any of the sources to the visualization Can build with a specific .json data There are built in tools (the color menus etc.) that help Visualization can cross filter and highlight – visuals that meet the users needs API is exposed Integration with data and formatting properties Fork the repo use gulp to build it – JS with D3 Write the visualizations in type script and allows to build unit tests
- 39. Summary – did we really get here? We have scanned only 20 or so custom visuals…that’s like 20 fish in a sea! Visuals are great! Try to use and reuse Add to existing missing functionalities Theme Drill Down Navigation Performance… There is so much more to explore…
- 40. Summary
- 41. • Build me a pretty (sexy) report is not a spec! • Use simplicity as your guidance • Choose the right visual to your business question • Always think what is the decision you want to support with your data?
- 42. Q & A
- 43. Please Thank our Sponsors:
Editor's Notes
- #7: How to design reports in Power Bi Desktop How to publish to Power BI Service
- #10: Show reports and see if people get what they are about The fish report Vs Performance report for tickets
- #26: We are used to think in squares and spaces Map and location is always a great intuitive feature if needed