Forum Discussion
Standardized Power BI Framework
HEllo LikeItABot ,
you need to know from your users which are the most used kpi by them and how do they want it to be present, then you build these templates where you practice the best ways of doing it, get feedback from users to have it done perfect then whenever it's needed again you copy paste it and change the datasource.
Make sure to have the column and table names same as in power bi in order to have a smooth load and get things done fast.
make sure it's done as star schema data model for better performance https://learn.microsoft.com/en-us/power-bi/guidance/star-schema
remove unnecessary columns that you won't be needing it in your analysis for better refresh.
limit your data for the range you need your analysis with, just get what is relevent for the users.
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Thank you. I agree, Star Schema is great. I will use it.
To clarify, I will be building dashboards across various unique use cases, so the raw data and data sources will be mostly unique each time. There likely may be overlap, though (that is not unique), such as "date" or "description" that may always be a static field in each dataset. I want to use a standardized framework/template/dashboard that I can apply across every use case (light customization is fine). Each template will show the most important data, every time. I want the foundation and makeup of these templates to be solid. Any additional thoughts on how to form and create these?
What is the optimal way to do this in Power BI and spit it out in the same fashion each time?
Any thoughts on how to properly format and visualize the data for each dashboard, so they're easy to understand for less tech savvy users and super clean?
Thank you!!
Hello LikeItABot ,
so some tips i would give:
use field parameters to give the users the flexibilty to switch between measures in the same graph,
check the concept of field parameters here https://learn.microsoft.com/en-us/power-bi/create-reports/power-bi-field-parameters
- use filters so they could easily maipulate data.
- use cards so they could see an overview
- when you have to show values with more than three attributes, use bar chart instead of pie or donut chart.
- when using data through a time frame use a line or area chart.
- use tables also to show data woth conditional formatting to make it easy to spot things. also tables have the option to export to excel and most users like to export to excel.
- if you have to show financial data check these videos
https://youtu.be/PI52ckgezzA?si=A46hp6A_Pv_QDdUK
https://youtu.be/J4317R5BvsA?si=xS_ItSkntLo2h5nH
if you have too much data then you might use incremental refresh, check this out
https://youtu.be/Kui_1G6kQIQ?si=QIgn-PjWAJm37_rW
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