power bi report design for the non-artist - data savvy · 2019-05-09 · effective communication in...
TRANSCRIPT
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Power BI Report Design for the Non-Artist
Meagan Longoria
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“I’m not creative. I’m a data person.”
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I Hear This All The Time
Meagan Longoria
Consultant, Denny Cherry & Associates
Microsoft Data Platform MVP
Bulldog Owner
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Good data viz is a lot like good code
Elegance in simplicity
and effectivenessKnowing when to
break the rules
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For the More Technology Oriented
Think of it as optimizing your report for human consumption
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Goals
Change your mindset about report design
Identify measurable attributes
Identify observable attributes
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Change Your Mindset
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Stop Making It About You
The advice that changes everything
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Communication
Explanatory data visualization is communication. You need to plan what you are going to say.
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The Goal
Communicate effectively
with the right data
at the right time
in the right delivery method
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Effective Communication in Power BI
Clarifies
Provides memorable insights
Helps the audience make a decision or take an action
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4 Basic Steps
Choose an appropriate visual display
Remove clutter
Highlight what’s important
Create an effective navigation path
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Rules
You have to learn the rules in order to know when to break them.
But it’s fine to start out with following the rules.
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The rules are not as touchy-feely and nebulous as you might think
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Choosing a Chart TypeWhat do you want to say?
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What Not To Do
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Better
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Hoarding, Chart Version
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Clutter-free Doesn’t Mean Boring
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Clutter-Free Means Clear
https://www.darkhorseanalytics.com/blog/data-looks-better-naked
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Where Do I Look?
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Headlines and HIghlights
Bacon is Delicious and has Fewer Calories Than French Fries and Potato Chips
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Storytelling in a World of Dynamic Data
Applying structure and order to your content
Storyforming!
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Step 1
Know your audience and what metrics and categories are important to them
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Step 2
For each user persona, what are their first three questions?
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Step 3
Define your message and make sure all visuals relate back to the message/topic
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Step 4
Ensure your report has appropriate slicers and filters to support storyforming
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Example: Utilization
Audience: Consultants
Questions: 1. How am I doing against my goal? 2. Does my forecast keep me above goal? 3. Where is my time going?
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What’s Wrong Here?
Utilization
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What’s Wrong Here?
Utilization
It’s out of order and it’s not giving me a clear message
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Better
Utilization
Utilization to Date
79.4%Projected Utilization
79.5%Utilization Goal
82%
Total Billable Hrs
1040Req. Hrs to Attain
48Unaccounted Hrs
0
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Purposeful Order - Suggestion
Question #1 Important Context Question #2
Question #3 Important Context Important Context
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Measurable Attributes
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Measurable: Space Between Visuals
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Measurable: Visual Alignment
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Measurable: Orientation of Text
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Measurable: Color Contrast
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Measurable: Line Length
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Observable Attributes
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Colors and fonts
Bright colors used to draw attention
Single measure bar charts use one color
Dark intense borders are avoided
Color used consistently
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Other Important Attributes
Charts have descriptive titles
Bar charts start at zero
Pie charts contain 3 or fewer slices
Slicers use consistent formatting
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Help
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Helpful Resources
Power BI Visual Usability Checklist: https://datasavvy.me/pbi-data-
viz-checklist/
PowerBI.tips (layouts and theme generator): https://powerbi.tips/
Instant Eyedropper: http://instant-eyedropper.com/
Pixel Zoomer: http://pixelzoomer.com/
Chart doctor: https://github.com/ft-interactive/chart-
doctor/blob/master/visual-vocabulary/Visual-vocabulary.pdf