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Five Things to Keep in Mind When Building a Successful Power BI Report

  • Nextant

Data has become the lifeblood of successful organizations. Companies that harness the power of data gain a competitive edge, enabling them to make informed decisions, optimize operations, and identify new growth opportunities. Building a compelling Power BI report is the key to unlocking valuable insights and engaging users effectively.


Here are five essential considerations to ensure a Power BI report stands out and delivers real impact:


1.    Definition of KPIs:

The journey to a successful Power BI report begins with a crystal-clear understanding of the report's purpose and the insights the audience seeks. Identifying the relevant Key Performance Indicators (KPIs) for the business is essential in constructing a report that facilitates strategic decision-making with insightful data. Understanding the most important KPIs enables the creation of a compelling story through the report, presenting the necessary level of detail.


2. Build a mockup of the report and iterate with the user:

To bring the report to life, create a mock-up directly in Power BI. Showcase the powerful functionalities and capabilities of Power BI, allowing the user to interact with the report and provide valuable feedback. Depending on the complexity of the data sources and model this can be initially done with some mock data. During this iterative process, ensure that the report progressively unfolds the story defined with the user, starting from the big picture and delving into relevant information. Establishing a cadence or checkpoints with the user is vital for ongoing feedback, progress sharing, and making necessary adjustments. By adopting the end user's perspective, the report can be made comprehensive and easy to navigate, addressing the audience key questions.


3. Layout/User Interface:

A visually appealing and user-friendly report is a game-changer for user engagement. To capture the audience’s attention, focus on creating a visually appealing and accessible report. Ensure the report is user-friendly, easy to read, and informative. Avoid overwhelming a single tab with excessive information, as it may confuse users. Consider utilizing multiple pages, navigation options, and different visuals to craft a modern and intuitive report. Make sure to take advantage of the interactivity available in Power BI like bookmarks, drill throughs and what-if scenarios slicers. Additionally, align the color scheme and visual layout with the user's company themes. Don't forget to make the report accessible to all audiences, including individuals with color blindness or those accessing it from their phones.


4. Data Model/Data Validation:

Careful data modeling is a key enabler for the interactivity and user experience needed by your users. Additionally, while aesthetics is important, data accuracy is non-negotiable. A Power BI report must provide reliable and up-to-date information. Pay close attention to how the data model is built, ensuring it includes the necessary data for the report without unnecessary clutter. Filter, clean, and transform the data as needed to ensure its accuracy. To uphold the quality of the report, implement data validation at every step, cross-referencing with trustworthy sources and involving stakeholders in the review process.


5. Feedback and Documentation:

Before launching the report to a broader audience, gather invaluable feedback from end-users. This feedback is valuable in identifying any issues or concerns that need addressing. Consider conducting a pilot phase with a select group of users to gather feedback and make necessary adjustments before a full launch. Furthermore, prepare documentation with different purposes. Prepare a comprehensive report structure, detailing data sources and maintenance instructions. Additionally, equip end-users with a user guide or glossary to empower them to use the report to its full potential.


By keeping these five considerations in mind when building a Power BI report, one can create a successful, attractive, and easy-to-digest report that meets clients' needs and facilitates informed decision-making.


At Nextant, we pride ourselves on being true experts in building complex Power BI reports that elevate business insights to unprecedented heights. With a team of skilled data analysts and visualization wizards, we harness the full power of Power BI, transforming raw data into actionable intelligence. Empower the organization and enable informed decisions through advanced analytics assets that maximize the potential of market and business data with Nextant.

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