Special Notices

Please note - Delegates attending an Extended Classroom delivery will need access to a second monitor.

Overview

This course will provide you with the knowledge and skills to make better decision about the design and presentation of Power BI reports using Power BI Desktop primarily.

Target Audience

Anyone who will be producing reports using Power BI.

Prerequisites

Attendance on a Power BI desktop course such as M20778, QAPBIDT3 or QAPBIDESK or equivalent experience.

Outline

Module 1: Critique
This module will cover assessing current report or dashboard designs to create list of issues that you can use to assess your own designs.

Lab:

  • Critique a number of designs and list a issues with each.

Module 2: Understanding requirements
This module will cover extracting the visual and data content requirements from a description to decide on the content and best display possible to match the required outcomes.

Lab:

  • Review the requirements from team members
  • Determine whether the requirement is a dashboard or report
  • List the possible content of each report or dashboard

Module 3: Common mistakes
This module will cover the most common mistakes made when designing a report such as inadequate context, over-use of colour and arranging the data poorly.

Lab:

  • Using a pre-built report identify mistakes made
  • Change the design to make the report better for the end user
  • Review the designs as a team

Module 4: Report basics
This module will cover five basic principles of good design (truthful, functional, beautiful, insightful and enlightening).

Lab:

Review a list of requirements against a produced report
Redesign the report to better match the requirements with a view to the principles

Module 5: Colour
This module will cover the use of colour within reports with a view to colour blindness, perceptions and cultural differences

Lab:

  • Review a current report and access the use of colour
  • Update the colour palette used on the report using a theme
  • Review the different designs within the team

Module 6: Text
This module will cover using text and labels within the reports to give a better feel and enhance the understanding of the content without swamping the report.

Lab:

  • Review a current report and access the use of text and labels
  • Update the text settings used on the report using a theme
  • Redesign the placement, font, size and content of text items
  • Review the different designs within the team

Module 7: Charts
This module will cover the use of charts within reports with a view to effectively showing the data and highlighting the important values or trends.

Lab:

  • Review a current report and access the use of charts
  • Decide whether a chart is the best visualisation to use
  • Update the charts using:
    • Change the type of chart selected
    • Theme colours and highlighting colours
    • Data labels, titles, headers and notes
  • Review the different designs within the team

Module 8: Maps
This module will cover the use of maps within reports with a view to effectively show the information required by the end-user.

Lab:

  • Review a current report and access the use of maps
  • Review whether a map is the best visualisation to use
  • Update the design with the changes identified previously
  • Review the different designs within the team

Module 9: Review
This module will cover the process of producing the report from end to end and recaps all the modules and techniques previously covered. The lab will cover all aspects of the report design.

Lab:

  • Review a requirement from the stakeholders
  • List the requirements from the interviews
  • Storyboard the report
  • Create the report noting any design choices made in the process
  • Review the designs as a team

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