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MohamedSalih_12
New Member

Visualizatoin Improvement Suggestion

Hi Community,

I am working on my first Power BI project and finished as much I can. I attach here Shared PDF in GDrive my project as PDF. Please check them and advise me what are the improvements can be made.

1 ACCEPTED SOLUTION
rajendraongole1
Super User
Super User

Hi @MohamedSalih_12 - It looks good, but few suggestions 

At Visual Design:

Use a consistent color scheme (e.g., green for profit, red for loss).
Adjust spacing and font sizes for readability.
Key Metrics:

Create a summary page with key metrics (e.g., Total Investment, Profit %, XIRR).
Break down profits by categories like sectors or time periods.
Visual Optimization:

Simplify crowded charts with slicers or focused visuals.
Use treemaps or grouped bar charts for clearer category comparisons.
Interactivity:

Add sync slicers or cross-page filters for dynamic exploration.
Enable drillthrough for detailed stock performance.
Trend Analysis:

Compare portfolio performance to benchmarks (e.g., NIFTY).
Highlight stock price variances with scatter plots or variance charts.

 

Hope this ideas helps to added adv. Thank you.





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





View solution in original post

1 REPLY 1
rajendraongole1
Super User
Super User

Hi @MohamedSalih_12 - It looks good, but few suggestions 

At Visual Design:

Use a consistent color scheme (e.g., green for profit, red for loss).
Adjust spacing and font sizes for readability.
Key Metrics:

Create a summary page with key metrics (e.g., Total Investment, Profit %, XIRR).
Break down profits by categories like sectors or time periods.
Visual Optimization:

Simplify crowded charts with slicers or focused visuals.
Use treemaps or grouped bar charts for clearer category comparisons.
Interactivity:

Add sync slicers or cross-page filters for dynamic exploration.
Enable drillthrough for detailed stock performance.
Trend Analysis:

Compare portfolio performance to benchmarks (e.g., NIFTY).
Highlight stock price variances with scatter plots or variance charts.

 

Hope this ideas helps to added adv. Thank you.





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





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