Grzegorz Bączyk, Lead Power BI Consultant at Lingaro, shares best practices when designing reports.
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Roś
Natalia Roś,
a journalist from Laba
We can visualize data in many different ways. Although the data analysis is conducted accurately and reliably, the reception of this information may change depending on how it is presented. Often, the decision made on its basis is influenced by the colors used in the presentation, the readability of words, or the arrangement of charts. Appropriately titled pages have the power to streamline the process of a company that aims to take key steps based on data. The goal is simple: it should be clear, legible, and interactive. Grzegorz Bączyk, Effective Data the lecturer of the “Advanced Power BI” course, will therefore advise on how to take care of a good report design, and reveal several tools that will streamline the design process.
How to get started with data visualization?
It is worth considering first what the ideal UX process looks like. The key is to understand the content kuwait telephone number data i.e. what data and what business case we will be dealing with. This stage is most often based on three pillars:
workshops with stakeholders – business recipients are best able to tell us what they need;
examples of use – these are the so-called user stories – it is good to discuss with business users what the report will be used for;
business documentation – we carefully write down the requirements, we are supported in this by a business analyst or, in the case of smaller projects, Effective Data we are present during the entire process from start to finish.
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To understand content, it is also worth asking yourself a few basic questions:
Who is the recipient of the report?
These may include operational users, designers, or senior management, or many different groups, which requires appropriate division in the report.
What is the business problem?
We need to be clear about what the report is about – is it going to be an analysis of sales or maybe the use of operational time or quality, etc.
What do users want to get out of the report?
In the report, it is worth presenting in a specific way what questions the document answers. A good practice is to put a question in the title of the page instead of generic names such as “sales analysis” to which the answer will be provided below, e.g. “What do sales look like in the last fiscal quarter?”
How many users will use the report?
At this stage of report design, we take into account the report performance to prepare for the appropriate scaling of the solution with the appropriate division of user roles. All this to create a plan of security levels. The operational user will see data only about his results, the team leader will see only his team, and top management will have access to everything. The latter are the so-called power users.
How often will the report be used?
Setting the frequency will allow us to take care of data refresh cycles so that users always have access to the most up-to-date information.
Why do we need data visualization?
ease of conveying information – we are visual creatures australian companies are using ai to develop marketing strategies for this reason so it is much easier for us to interpret information when it is presented in a graphical form;
interactive presentation – visualization gives us many more possibilities to work with data, e.g. we can easily view information on a monthly or annual basis, or filter it by specific years or customer baskets, which allows us to analyze and draw conclusions faster;
data mining – we can go from the most general information to the most specific;
identification of risks and opportunities – we can see, for example, top performers and low performers, which is helpful when assessing employees in different departments;
drawing attention to specific points – we can emphasize selected values that we want to convey to our recipients.
#1. The concept of “less is more”
We are able to present the same data in many different ways, but their reception will not always be the same. If our calculations are correct but not well presented, they will not reach the recipients. Therefore, when designing reports, the concept of “less is more” should be follow.
Principles of the “less is more” concept:
Limit the number Effective Data of visualizations.
Not everything needs to presentes at once. It is worth dividing the report into sections, tabs, adding navigation and icons that will allow for information compression or skillful switching.
Don’t use too many colors.
Too many colors create noise on the report canvas, which is why users are often confuses and don’t know where to look – they are unable to distinguish between categories. This leads to wondering whether benin lists for example, if a given indicator is colores blue, it is good or bad.
Use a corporate color palette.
If we work in large organizations, companies often have their own brand-related color palette. By using a corporate color palette, we ensure consistency of messages.
Use consistent fonts.
Too many fonts also cause confusion. Our job is to take care of preparing data visualizations that are pleasing to the eye and do not generate chaos and noise.
Create a grid and align elements to it.
Our visualizations do not have to cover 100% of this canvas. And the least important (or most detail) – in the bottom right corner. Because we always follow the principle of going from general to specific.