3 tips for developing an effective report

More and more people are familiar with the possibilities of Power BI. More and more dashboards are being created with all kinds of relevant information. But not everyone thinks carefully about what the objective of the KPI dashboard is, or how it comes across to the end user. An effective report shows the most necessary information in an easy-to-use manner. But how do you create an effective report? DATA KINGDOM gives tips.

Present dashboard

1. Determine the target group

Who is the dashboard for? How will the end user use the dashboard? These are all questions that need to be resolved before development can start. Understanding the end user can sometimes be difficult. One of the methods that can be used to question the end user in a structural manner is Design Thinking. With this method you can be sure that you understand the end user and meet his or her expectations. By delving into the habits of the end user, it is best to estimate what is relevant to include in the dashboard.

effective reporting tips

2. Seek inspiration

We all take in information every day. But when do we find something easy to process? When you start developing a Power BI dashboard, it is good to look for inspiration. What does the end user experience as pleasant? Examples can be viewed in our portfolio for example.

It is important to use the correct visualizations for different types of information. For example, graphs over time always have the time period on the horizontal x-axis. You make recording information easier by displaying information in the way that the end user is used to. If an end user is not used to working with data visualization, it will be more difficult for him or her to gain useful insights from it.

Furthermore, it is important: less is more. Too much information doesn’t make anyone any wiser. The balance of the number of graphs on 1 page is therefore very important. Grouping the same type of information is also useful for recording the information.

3. Determine the priorities

The end user must be able to indicate when the dashboard is effective. Ask him or her to write down in one sentence what the objective of the dashboard is. By focusing on the objective, it becomes a lot easier to determine which information does and does not belong on the dashboard.

A priority matrix can be used to determine priorities.

Once the priority table has been completed, you can move based on priority. Which information has the most added value? By placing the highest priority information at the top, the first 6 indicators can be placed on the main screen of the dashboard. Different tabs can then be set up based on information category. This clusters the information in such a way that it appears pleasant to the user.

But how do you fill in the priority table?

Information category

Determine the different categories that the end user wants information about.

What?

Describe in 1 sentence what information the visualization should display in the dashboard. What do you want to get out of this as an end user?

Why?

Have the end user write down why this information is useful for his or her activities. Why does the person think he or she needs this? What can the information be used for?

Graph type

Which graph best suits the information? When choosing the type of graph, it is important to consider whether it fits the answers to the ‘what’ and ‘why’ questions.

Difficult… Setting up such an effective report

It is difficult to determine which type of graph is best used for certain information. For this reason we have developed the Effective Reports training. During this training, the participant will learn everything about how people absorb information, which graphs best suit certain information and how the use of color can best be used.

I want more information about effective reporting

I want to get in touch because ...

Microsoft Certified