design pbi report

structure

report
    pages
        visual > query to db
        elements

Design the analytical report layout

• left to right, top down
• some culture do it in reverse
• divide page into imaginary 3x3 grid
• balance could be symmetrical/ assymetrical
  • use golden ratio (shell) fior asympt distribution
• proximity
  • use distance to group + separate objects
• contrast
  • from lines
  • font
  • color
• repetition
  • enforce consisdency

Design visually appealing reports

• space -declutter
  • margin - border edge
  • object spacing
    • different spacing for object group
• size
  • page size
  • visual size
  • alignment
    • implied or explicit
      • implied: proximity
      • explicit: color, shape overlay/background
    • legends and titles
• color
  • few for base
  • use only bold color to highlight exception
• consistency
  • use report theme to enforce
    • json

Report objects

• visual
  • 30 core
  • custom
    • appsource
    • .pbviz
  • config step
    1. choose visual type
    2. each well takes a field
    3. visual level filter
    4. mod field setting
       1. renaming fields
       2. change summarization type
       3. show item with no data
    5. change sort dir
    6. change format
    7. analytic overlay (min max line, anomaly detection and forcast)
  • 2-4 configs analytic query
• elements
  • text box
    • avail as smart narrative
    • allow embed of dynamic value
      • depends on QA feature being properly turn on
  • buttons
  • shapes
  • image

both have format pane

select report visual

• categorical

  • bar
  • column

• time series

  • x rep time
  • LTR or RTL depend on cultural/linguistic context
  • add analytics forecast
  • line chart works well with no gap (line chart fill gap)
  • with gap, should consider column chart
  • charts:
    • line
    • stack column
    • area
    • line and stacked column
    • ribbon

• proportional visuals

  • 100% stacked column/bar chart
  • funnel chart
  • tree map
  • pie chart
  • doughnut chart

• numeric visuals

  • card

• grid visuals

  • types:
    • table
    • matrix
      • table with drill down on hierarchy
  • format options are powerful
    • conditional formating on grid value

• performance visuals

  • types:
    • gauge
    • kpi
    • table with conditional
    • matrix with conditional

• geospatial visuals

  • map
  • filled map

Select report visuals to suit the report layout

when there are multiple suitable visual type

• choose according to aval space
• i.e. depend on avail hor/ver space, choose either col or bar chart.

format and configure visual

• title
• background
• tooltip
  • either
    • field info
    • visual page
      • ensure tooltip page view is set to actual size

Work with key performance indicators