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KarimPBIX
Frequent Visitor

Seeking Advice: Establishing a Unified Power BI Dashboard Design Policy

Hello,

I've got a bit of a challenge on my hands, and I'm hoping some of you might have some wisdom to share. So, here's the scoop: I'm part of a team of data analysts at my company, and our Power BI dashboards are all over the map. Some are polished and professional, while others... well, let's just say they could use a bit of a facelift.

My mission? To establish a Power BI dashboard design policy (or whatever fancy terminology you prefer) that brings a sense of coherence and consistency to our analytics efforts.

Have any of you tackled something similar on an enterprise-wide scale? If so, I'd love to hear about your experiences. How did you approach it? Did you encounter any unexpected roadblocks? And, most importantly, did it make a noticeable difference in your organization's analytics workflow?

Additionally, I'm on the lookout for any helpful resources or examples that could guide me in this endeavor. Whether it's articles, case studies, example documents or personal anecdotes, I'm eager to soak up any knowledge you can share.

Thanks a bunch in advance for any insights you can offer. 

Cheers,

2 ACCEPTED SOLUTIONS
amitchandak
Super User
Super User

@KarimPBIX , We Usually Take care of 2 things, one Theme and the second overall Layout(Template).

 

They should remain the same for consistent experience.

 

Also, All Visual report are created using Live connection or Direct Lake connection (Fabric). Means no data modelling in those

 

Also check

https://learn.microsoft.com/en-us/power-bi/create-reports/service-dashboards-design-tips

 

https://learn.microsoft.com/en-us/training/paths/power-bi-effective/

https://www.numerro.io/blog/10-power-bi-design-principles

 

Theme

https://community.fabric.microsoft.com/t5/Community-Blog/Power-BI-Theme-Generators/ba-p/2265899

View solution in original post

v-heq-msft
Community Support
Community Support

Hi @KarimPBIX ,
Thanks for @amitchandak  reply. Here is what I need to add
Develop a set of design guidelines based on goals and stakeholder input. These should cover layout, color schemes, font choices, visualization types, and any other elements that contribute to the look of the dashboard.
You can refer to this document for some tips on creating good reports
Tips for designing a great Power BI dashboard - Power BI | Microsoft Learn

Best regards,

Albert He

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

View solution in original post

2 REPLIES 2
v-heq-msft
Community Support
Community Support

Hi @KarimPBIX ,
Thanks for @amitchandak  reply. Here is what I need to add
Develop a set of design guidelines based on goals and stakeholder input. These should cover layout, color schemes, font choices, visualization types, and any other elements that contribute to the look of the dashboard.
You can refer to this document for some tips on creating good reports
Tips for designing a great Power BI dashboard - Power BI | Microsoft Learn

Best regards,

Albert He

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

amitchandak
Super User
Super User

@KarimPBIX , We Usually Take care of 2 things, one Theme and the second overall Layout(Template).

 

They should remain the same for consistent experience.

 

Also, All Visual report are created using Live connection or Direct Lake connection (Fabric). Means no data modelling in those

 

Also check

https://learn.microsoft.com/en-us/power-bi/create-reports/service-dashboards-design-tips

 

https://learn.microsoft.com/en-us/training/paths/power-bi-effective/

https://www.numerro.io/blog/10-power-bi-design-principles

 

Theme

https://community.fabric.microsoft.com/t5/Community-Blog/Power-BI-Theme-Generators/ba-p/2265899

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