Power BI Report Design Factors Overview
Power BI report design factors cover key aspects such as audience segmentation, user analysis, platform channels, UI/UX design, data management, and analysis. Understanding your audience, utilizing different platform channels, focusing on UI/UX design, analyzing data effectively, and optimizing performance are crucial elements in the design process. The report emphasizes catering to executive, operational, analytical, and viewer needs, while also addressing key problems related to data verification and modeling. Additional requirements include accessibility, performance, real-time data, multilingual support, and cross-platform responsiveness, aiming to enhance the consumption experience through various visualization options.
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POWER BI REPORT Design Factors Design Factors AUDIENCE Final Users ANALYSIS Data Management PLATFORM Channels UI/UX Design
AUDIENCE Final Users Final Users ANALYTICAL Answer Questions and Promote Insights EXCECUTIVE Take Decisions VIEWER Educate OPERATIONAL Take Actions Summary Overview & Conclusions Awareness Monitor & Action Interpretation & Depth
PLATFORM Channels Channels REPORT VIEW Power BI Desktop DASHBOARD VIEW Power BI Service MOBILE VIEW Power BI Mobile EMBEDDED VIEW Power BI Embedded PUBLIC VIEW Publish to Web PRINTING, HOLOGRAPHIC VIEW Power BI Mixed Reality TABLET VIEW Power BI Windows 10 App ELECTRONIC FORMAT Power BI Paginated Reports
UI/UX Design Design UI/UX Interactive, Filtering, Report navigation & Clicktale Accessible, Consistent, Recognizable, Intuitive LAYOUT COLOR BRANDING Logo, Icon sets, Pictures & Brand Guidelines Margin, Distribution, Spacing & Balance Tones, Contrast, Opacity, Transparency & Gradient ACCESIBILITY Screen Readers, Low Vision, Physical or motor disabilities, Dyslexia, Autistic Spectrum PERFORMANCE Optimization, Latency & Responsiveness
ANALYSIS Data Management Data Management DATA POWER BI FEATURES & CAPABILITIES Drilldown, Drillthrough, Tooltips, What If, Trend Lines, Conditional Formatting, Filters, etc. VISUALIZATIONS Selecting Visuals, Custom Visuals, Out of the box Visuals, AI Visuals & Infographics DATA MODELING Data transformation, Relationships, Calculated fields, Governance. DAX Analysis, Q&A & Design Oriented
Who is/are your Audience? Executive Operational Analytical Viewer POWER BI REPORT Design Process 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 responsiveness Export to PowerPoint Data Visualization What is the Consumption experience? Visuals Custom Visuals Out of the Box Visuals Best Practices Report View Dashboard View Mobile View Tablet View Embedded View Website View Printing Electronic Format Holographic View Sketching Layout Storytelling Elemental Hierarchy Interface Experience DAX
Branding Logos Images Iconography Font Brand Guidelines Power BI Features & Capabilities Setup Deployment Drilldown Drillthrough Tooltip Bookmarking Conditional Formatting What If Forecast Alerts Cross-Filtering Implementation Maintenance Color Main Colors Indicator Colors Hue & Saturation Complementary Colors Test
1 UNDERSTAND MATERIALIZE 2 EMPATHIZE Conduct research to develop an understanding of your users POWER BI REPORT Design Thought Process Design Thought Process 1 Who is/are your Audience? What are the problems to solve? 2 EXPLORE
UNDERSTAND MATERIALIZE DEFINE Combine all research and observe where your users problems & needs exist 3 POWER BI REPORT Design Thought Process Design Thought Process 4 What is the Consumption experience? 3 4 Are there other requirements? EXPLORE
UNDERSTAND MATERIALIZE IDEATE Generate a range of crazy, creative ideas POWER BI REPORT Design Thought Process Design Thought Process 5 Sketching 6 Data Visualization 5 6 7 DAX 7 EXPLORE
UNDERSTAND MATERIALIZE PROTOTYPE Build real, tactile representations for a range of your ideas POWER BI REPORT Design Thought Process Design Thought Process Power BI Features & Capabilities Setup 8 9 Branding 10 9 10 Color 8 EXPLORE
UNDERSTAND MATERIALIZE TEST Return to your users for feedback POWER BI REPORT Design Thought Process Design Thought Process 11 11 Test EXPLORE
UNDERSTAND 12 MATERIALIZE IMPLEMENT Put the vision into production. POWER BI REPORT Design Thought Process Design Thought Process 12 Deployment EXPLORE
Provide Clear and Valuable information to your audience Easy to use/explore INFLUENTIAL FACTORS Why is this important? Why is this important? Build a Positive Reputation about your company Engage Users Impulse Citizen Data Science Increase productivity and Improve your operations Improve Cross-Platform Flexibility reaching more people Add Substance and Credibility Allow users to respond quickly & Call to action
