Forum Discussion

LikeItABot's avatar
LikeItABot
New Member
3 years ago

Standardized Power BI Framework

I work in financial services for an automation team. We use Power BI for our data visualization tooling. I am looking to create a set of 3-5 standardized framework of dashboard templates my org reuses across use cases. This way, we don’t have to get in habit of creating highly customized dashboards each time new end user wants one and this will be our standard/out-of-the-box offering.

Datasets will vary, so likely need a stand-alone DB or Python on forefront before feeding necessary data elements to PBI. Thoughts?

I want the dashboard templates to be tailored to less tech savvy folks (i.e., tables, matrices, cards, slicer, donut, line graph, etc.). Likely will allow for light customization on each template, if end user desires. End goal is to never spend more than a month or so creating a dashboard for any use case, so likely won’t do any highly complex use cases.

I’m thinking one template on KPIs for my org, one template for general overview of automation output for an automated process, one for output comparison, one for roadmap, etc. Open to suggestions on approach and format or other interesting template ideas.

Thoughts on how to do this most effectively? Thoughts on best way to format these? Thoughts on best way to visualize this type of data?

Thanks a lot!

Need Help

3 Replies

  • Idrissshatila's avatar
    Idrissshatila
    Super User
    3 years ago

    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.

     

    If I answered your question, please mark my post as solution, Appreciate your Kudos 👍

    Follow me on Linkedin
    Vote For my Idea 💡

    • LikeItABot's avatar
      LikeItABot
      New Member
      3 years ago

      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!!