Are you looking for inspiration for your next Power BI report? We have got you covered. In this blog, we will discuss 10 powerful Power BI Dashboard Examples to try in 2022 and kickstart the process.  

Today, Big Data is an asset for any business. However, if a business has large data and cannot process or segregate it to generate revenue, it would simply be a waste. In such cases, these data sets can cause more harm than good.  

Did you know that a survey conducted by Forbes in 2018 revealed that 95% of businesses direly need to manage unstructured data? The figures (probably) have increased by now! In another study, more than 85% of participants said that preparing data was important for them. In case you or your organization/business has a similar problem, we have a solution—Power BI Dashboards.  

 “If you can’t measure it, you can’t improve it.”- Peter Drucker (Austrian-American Management Consultant, Educator, and Author) 

 Power BI Dashboards can be of great help to help you understand data in a simpler way. 

List of Top 10 Power BI Dashboard Examples

1. Customer Segmentation Dashboard

Source – tableau

One of the popular Power BI Dashboard Examples is the Customer Segmentation Dashboard. It is mainly used by businesses working with other organizations or companies. In fact, senior managers can see the revenue generated by certain clients and their profitability.  

In this dashboard, you can see top performers as well as poor performers. Additionally, it offers details on the types of products that appeal to certain customer demographics. It also includes the sales share of each product category.  

2. Finance Dashboard

Source – Datapine

Another popular Power BI Dashboard example is the Finance Dashboard. Using this, organizations can create an executive-level report to showcase their financial insights. It delivers high-level insights that enable users to quickly skim the report for executive-level users. Users also have the choice to go into granular data. ‍ 

Purpose of the dashboard: 

The dashboard gives a broad overview of the company’s financial performance throughout time. Users can also explore financial performance according to area and product category. Users can identify financial patterns and regions of over/underperformance in both of these emphasis areas. These preliminary insights can then be used by users to see where to focus.  

Important insights from the dashboard:  

• KPIs: Sales, Profit, Orders, Customers, and Quantity: Gives a quick overview of the company’s financial situation. 
• Area Revenue over time (12 months) graph 
• aids users in determining the seasonality of the business 
• Users can better understand their financial performance by area and category using this stacked bar chart of revenue by region, divided by product category. 
• Table – Sub-Category Performance: This Shows information about each product’s performance at 100% The revenue-to-profit ratio in a stacked bar chart gives a clear picture of their financial situation based on a standard accounting statistic. 

3. HR Dashboard

Source – Datapine

HR Dashboard is another popularly used Power BI Dashboard Example. It is designed for HR managers who want to understand workforce demographics, track new hires, and guarantee they’re adhering to industry diversity guidelines.  

Purpose of the dashboard: 

The HR team can generate high-level insights, such as average income, average tenure, and average age, to better understand employees These insights enable HR to more effectively include workers in upcoming business decisions. The results help the HR staff in carefully designing a diverse workforce that supports the organization’s objective. 

Important insights from the dashboard: 

• KPI’s – No. Employees, Av. Salary, Av. Duration at Company, Av. Age: To better understand the average employee profile 
• Area Chart – New Employees per year: To measure the rate of recruitment 
• Bar Chart – No. of employees by region: To uncover the geographical distribution of employees 
• Table – Latest employees: To keep track of new employees 

4. Customer Analysis Dashboard

 The Customer Analysis Dashboard is most useful for businesses that want to focus more on their customers. It offers valuable insight into profit for regional customers and product sales. 

Purpose of the Dashboard: 

This dashboard can be used in almost every industry where managers and business leaders can use it to analyze business growth. They can even make valuable business decisions to increase revenue, evaluate the profit distribution across customers, and drive profitability. 

The dashboard offers information on various factors that can be helpful for businesses handling a lot of data. Some of these factors are the overall profits and sales, past and current year sales, and percentage growth. For example, a company can view data for several years by using various filters. Additionally, this dashboard can provide managers and owners with insightful data. 

 Important insights from the dashboard:  

• Product-specific sales analysis 
• channel-specific sales and profitability 
• customer-specific growth and profit figures 
• customers can compare overall sales, profit margins, product performance, and client segmentation using charts.  

5. Logistics Dashboard

Source – Datapine

The Logistics Dashboard is helpful for logistics managers to better understand the movement of commodities. They can derive more insights from the dashboard through reports that offer a view by product, delivery mode, and area.   

‍Purpose of the dashboard:  

The prime purpose of the dashboard is to assist logistics managers with the flow of products. Moreover, it can assist them in allocating resources to satisfy delivery criteria and maintain an efficient operation by identifying locations of high or low product flow. Overall, by more effectively using its resources, the organization becomes more efficient, essentially saving time and money. 

Important insights from the dashboard:  

• KPI’s – No. Order, No. Quantity, No. Customers: To provide context relating to the scale of the operation. 
• Decomposition Tree – Flow of orders by category and sub-category: To prioritize each products shipping process. 
• Shape Map – Orders by state: Helps managers allocate resources based on demand. 
• Matrix – Order by month, by shipping mode: Helps users better allocate resources throughout the year and prioritize shipping method development. 

#6. Social Media Monitoring & Analytics Dashboard

Source – geckboard

Social Media Monitoring and Analytics Dashboard is great for managers, marketers, and agencies. This monitoring and analytics tool can help your product quality, improve sales, and crisis control. 

Purpose of the dashboard:  

The tool can also help businesses and organizations understand their audience’s opinions about the product. This dashboard shows data focused on different aspects of social media on monthly basis, including web sources, discussion intensity, online influencers, special categories, sentiment analysis, quotes and geolocation, and many more.  

 Its discussion intensity tab offers critical insight such as mentions on social media, total reach, and much more. You can also find a chart that shows influencers by impact, volume, and amplification. 

Important insights from the dashboard:  

• In addition to the percentage of good, negative, and neutral mentions, users can view their own Mentions in Sentiment Analysis by Day, Hour, and Total Mentions. 
• The channels through which the mentions came can be seen in web sources, including blogs, Facebook, Twitter, photos, and videos. 
• This Power BI Dashboard Example may be used by businesses to view good and bad remarks that are especially based on geolocation, including regions and cities. 
• Under the online influencer section, you can locate influencers organized by volume and impact according to the months of the year. Whatever the breakdown—positive, bad, or neutral—it always reveals about the follower. 

7. Marketing Dashboard

Source – Datapine

The Marketing Dashboard is another popularly used Power BI Dashboard Example. Power BI allows organizations to correlate marketing analytics from various sources, thus eliminating the possibility of false positives in the team. By establishing connections with services like  MailChimp, Google Analytics, and others, Power BI enables to quickly generate dashboards. 

Purpose of the Dashboard:  

The Dashboard helps marketing teams identify trends and patterns within a set of market research carried out with customers. It can provide a visual representation of their research, allowing them to spot correlations between various customer data points. These insights can help the team understand their customers and therefore learn how to better accommodate them.  

‍Important insights from the Dashboard:  

• ‍Helps identify the profile of their more lucrative customers. 
• Helps better understand the customer demographics. 
• Helps understand customer portfolio, as well the more lucrative job types. 
• Helps target future customers, as they know which customer type is more valuable. 

8. Sales Scorecard Dashboard

Source – Microsoft

Businesses need to contently track their sales for different purposes. But, with too much data, it might get a little hectic to keep track of everything. 

The sales Scorecard dashboard is a simple answer to several different questions. It helps business organizations track their sales and answer all the critical questions about sales performance. 

Purpose of the Dashboard:  

This dashboard leverages several Power BI elements to build KPIs that can provide crucial and valuable insights to help sales managers. These Power BI elements include treemaps, cards, shapes, and DAX. 

Important insights from the Dashboard:  

• Can provide businesses vital insights into the areas it is selling per state, product, and region 
• Offers the ability to view comparisons of sales and profit against previous ones.  
• Can help put sales performance into perspective 
• Managers can view the cost components of the business driving profits or losses 
• A dashboard can be filtered based on the year and business segments 

9. Executive Insights Dashboard

Source – Datapine

Executive Insights Dashboard sheds light on business performance and its overall health. This dashboard is helpful for business organizations as it gives them the ability to explore company-wide data-driven decision-making. 

Purpose of the Dashboard:  

Executive Insights dashboard allows businesses an opportunity to view their business data from more than one angle based on its attributes including products, country, year, order type and many more.  

Important insights from the Dashboard:  

• Leverages different custom visuals for analysis such as line charts, pie charts, donut charts, and others 
• Gives business organizations several filters that can help them tell stories about business elements such as total profit and revenue.  
• Managers, marketers, and other users can use it to gain crucial insight into metrics such as: profit margin, average per order quantity, YOY percentage change in total profit, top five products by total profit, quantity, and revenue

10. Attendance Tracker Dashboard

Source – adniasolutions

The last to be on our list of popular Power BI Dashboard Examples is the Attendance Tracker Dashboard. The dashboard helps business administrators track the attendance pf employees across the different departments. 

Purpose of the Dashboard:  

This Power BI Dashboard Example can increase engagement between key stakeholders and drives critical conversations. Stakeholders of any business organization can increase their attendance and improve performance with the reports from this dashboard in different sectors. 

Important insights from the Dashboard:  

• Allows various features, for instance, it shows the Abssight into trends and goals 
• The chart offers a predicted range for the future.  
• Shows data about opportunities in business to help administrators target the most critical work 
• Provides crucial brochure makers insight into relevant information about employees on weekly basis. 

With this data, business administrators can reach out to employees on an individual basis and increase their productivity. 

FAQs on Power BI Dashboard Examples:

Conclusion: Purpose of Power BI Dashboard 

We hope this blog summarized various Power BI Dashboard Examples that can be incorporated for businesses and organizations. The above-listed Power BI Dashboard Examples can be replicated and used for several purposes across multiple industries. Now that we have explored various examples, we cannot help but ponder the different purposes Power BI Dashboard can be used for.  

Power BI is a powerful data visualization tool used to track marketing, sales, human resource analytics, KPIs, inventory, and many more. Many teams can collaborate on the same data and reports while simultaneously sharing insights across applications. The dashboard allows users to connect with more than multiple data sources for analysis. Business owners and managers can promote valuable and crucial insights across departments while maintaining data accuracy, consistency, and security. 

However, while selecting the most powerful BI dashboard tool it is always best for businesses to not jump into a very advanced tool. The reason is simple- “Learning curves can be steep and might require you more resources to just get up and running.” 

We all know now that with Power BI Dashboard businesses can create intuitive dashboards and reports. The visualization can help them both simplify their data and uncover deep hidden insights. The dashboard provides insights into business performance and answers several questions. Hence, businesses can best utilize it to make data-driven decisions and put the business in the driver’s seat. But businesses should always remember that, though the tool is only part of the equation to create a data visualization, designers should also consider other aspects of it. 

Also Read : The Importance of Internet of Things (IoT) : Pros, Cons, and Opinions

Anwesha Mishra

Anwesha has been a creative writer for a while. Currently, on her pursuit of tech writing, she is diving into the realms of technology to produce better content on the forever-changing world of technology. In her free time, you’ll find her humming tunes of her favourite shows or reading a book.

The post Top 10 Power BI Dashboard Examples For 2022 appeared first on Tech Research Online.

Business Intelligence or BI has proven to be essential in helping companies boost their productivity on massive scales. With that said, Power BI helps manage all facets of a company, be it logistics or human resources or customer relations, in a rather seamless manner. If that term did not ring a bell, this blog will help you understand what is Power BI and what is Power BI used for.  

Before we understand Power BI and its various verticals, let us learn what is BI. (Keep reading till the end to find answers to some of the most frequently asked questions on Power BI.) 

# What is Business Intelligence? 

BI or Business Intelligence is a technology-driven method. It helps analyze data and provides actionable information that helps corporate executives, business managers, and others make informed business decisions. Basically, BI is a set of concepts, systems, and technology that converts raw data into useful information. It is a suite of software and services that helps transform data into actionable intelligence and knowledge.  

Speaking of its influence, BI directly impacts an organization’s strategic, tactical and operational business decisions. It supports fact-based decision-making by using historical data instead of assumptions and gut feelings. BI tools perform data analysis and create reports, dashboards, maps, graphs and charts to provide detailed intelligence to users about the nature of the business.  

For the functioning of an organization, business intelligence plays a vital role in its operations as well as development as it helps 

• • Create KPI based on past data 
  • Identify and set benchmarks for varied processes 
  • Identify market trends and spot business problems that need addressing 
  • Helps with data visualization that enhances data quality, thus enhancing the quality of decision making 

BI systems can be used by large enterprises as well as by small and medium-sized enterprises.  

Now that we have learned what a business intelligence system is, let us learn what Power BI is. 

What is Microsoft Power BI? 

Power BI is an interactive data visualization software product that primarily focuses on business intelligence. It is a part of the Microsoft Power Platform. Power BI is basically a collection of software services, apps, and connectors that work together to convert unrelated sources of data into coherent, visually immersive and interactive insights. In such cases, data may be input by reading directly from a database, webpage, or structured files such as spreadsheets, CSV, XML and JSON.  

Power BI is a business intelligence platform that provides non-technical business users with tools for aggregating, analyzing, visualizing, and sharing data. For users familiar with Microsoft Excel, it offers a fairly intuitive user interface. Moreover, its integration with other Microsoft products makes it a versatile self-service tool that only requires a little training upfront.  

In other words, Power BI is a business intelligence and data visualization tool that is mostly used for converting data from various other data sources into interactive dashboards and analysis reports. It also offers cloud-based services for interactive visualizations with a simple interface for end-users to help them create their own reports and dashboards.  

There are various versions of the Power BI available. These include desktop, service-based (SaaS) and mobile Power BI apps that are used for different platforms. The tool provides multiple software connectors and services for business intelligence purposes.  

“Connect to and visualize any data using the unified, scalable platform for self-service and enterprise business intelligence (BI) that’s easy to use and helps you gain deeper data insight.” – Microsoft 

To summarize it, you can connect with the following data sources using Power BI connectors:  

• • Files (e.g. excel .xlsx, .pdf, .csv, .xml, .json) 
  • Data Bases (e.g. MS SQL, Oracle, SAP HANA, PostgreSQL, MySQL, Amazon Redshift, Snowflake, others) 
  • Folders (cloud-based e.g. SharePoint and locally-based) 
  • Azure Services (Azure SQL Database, Azure Blob Storage, Azure Data Lake, others) 
  • Online Services (e.g. Microsoft Exchange, Dynamics 365, Salesforce Objects, Google Analytics) 
  • Other Sources (e.g. websites, OData feed, ODBC, Active Directory, others) 
  • Indirect connection via other services (e.g. Microsoft Azure Data Factory) 

The data is processed and transformed with Power BI queries to the apparent data model. The data objects required to be a part of a Power BI report are created in the form of measures, calculated columns and parameters. So, how was Power BI developed? 

History of Microsoft Power BI 

The Microsoft Power BI was originally created by Theirry D’Hers and Amir Netz of the SQL Server Reporting Services Team at Microsoft. It was originally designed by Ron George in the summer of 2010 under a project named ‘Project Crescent’ that was initially available for download in 2011. Moreover, it was initially bundled with SQL Server Codename Denali.  

In 2013, it was renamed ‘Power BI’ and was later unveiled by Microsoft in Office 365. Its first release was based on the Microsoft Excel-based add-ins, which included Power Query, Power Pivot and Power View. Over time, Microsoft added various additional features such as Questions and Answers, enterprise-level data connectivity and security options via Power BI Gateways.  

In 2015, the Power BI was first unveiled in front of the general public. Later in the same year, Microsoft announced that it had acquired the Canadian company, Datazen, to “complement our Power BI, our cloud-based business analytics service, rounding out our mobile capabilities for customers who need a mobile BI solution implemented on-premises and optimized for SQL Server.” In fact, most of the visuals in Power BI started life as Datazen visuals.  

Further, in February of 2019, Gartner.com confirmed Microsoft as a leader in its ‘2019 Gartner Magic Quadrant for Analytics and Business Intelligence Platform’ due to the capabilities of the Power BI platform. The achievement emerged as the 12th consecutive year of recognition of Microsoft as a leading vendor in the Magic Quadrant category (3 years prior to the creation of Power BI).  

What is Power BI Used For?  

Microsoft’s Power BI is primarily used to find insights into an organization’s data. The tool can help connect disparate data sets, transform and clean the data into a data model and further create charts or graphs to provide visuals of the data. All of these aspects can be shared with other Power BI users within the organization.  

The data models created using Power BI can be used in various ways for organizations. These include narrating stories through charts and data visualizations, examining questionable scenarios within the data, and many more. The reports generated can answer questions in real-time and help with forecasting to ensure departments fulfill their business metrics.  

Additionally, Power BI also offers executive dashboards for administrators and/or managers. As a result, it helps the management to provide more insights into how departments are functioning.  

Although Power BI is a self-service BI tool that delivers data analytics to employees, it is mostly used by data analysts and business intelligence professionals who create the data models before disseminating reports throughout the organization. However, users who do not hail from an analytical background can still navigate Power BI and create reports. The tool is used by department representatives and management, with reports and forecasts created to aid sales and marketing reps. Meanwhile, it also provides data for management on how the department or individual employees are progressing toward their goals. Additionally, the Power BI provides an admin portal for administrators to help configure its implementation as well as its usage monitoring and licenses.  

To summarize its usage and importance, Power BI helps in the below-mentioned aspects:  

• • Pre-built dashboards and reports for SaaS Solutions 
  • Power BI allows real-time dashboard updates 
  • Offers Secure and reliable connection to data sources in the cloud or on-premises 
  • Offers quick deployment, hybrid configuration as well as a secure environment 
  • Allows data exploration using natural language query 
  • Offers feature for dashboard visualization regularly updated with the community 

What are the Key Features of Power BI? 

Since its release, Microsoft has added a plethora of data analytics features to the Power BI. To date, the tech firm continues to do so. In fact, its most stable release (2.91.383.0) was updated in March 2021. However, some of the most important features of Power BI include:  

• • Artificial Intelligence where users can access image recognition and text analytics in Power BI, create machine learning models through automated machine learning capabilities and integrate with Microsoft’s Azure Machine Learning.  
  • Hybrid Development Support provides built-in connectors that allow the Power BI tools to connect with various data sources from various vendors like Microsoft, Salesforce, and others.  
  • Quick Insights allow users to create subsets of data and automatically applies analytics to the derived information.  
  • Power BI’s Common data model support enables the use of a standardized and extensible collection of data schemas such as entities, attributes and relationships.  
  • Microsoft Cortana’s integration allows users to verbally query data using natural language and access results using the AI assistive tool. 
  • The Customization feature allows developers to change the appearance of default visualization as well as reporting tools and import new tools into the platform. 
  • APIs for integration provide sample code and application performance interfaces to developers for embedding the Power BI dashboard in other software products. 
  • Self-service data prep enables business analysts to ingest, transform, integrate and enrich big data into the Power BI web service which can be later shared across multiple Power BI models, reports and dashboards. 
  • The modeling view allows users to divide complex data models by subject area into separate diagrams, select objects and set common properties multiple times, view and modify properties in the properties window and also enables to set display folders for simpler consumption of complex data models.

What are the Various Versions of Power BI? 

There are several versions of Power BI available to choose from—depending on your budget, needs, and how you want to deploy it. These versions range from light use to comprehensive features, from free to premium, allowing users to choose the one that best meets their needs. 

While Power BI Desktop is a Windows desktop application, the Power BI service is an online SaaS (Software as a Service) service. The Power BI app is available on iOS and Android phones and tablets. On the other hand, the Power BI Report Server is an on-premise version. Following are some of the available versions of Power BI and each version serves a different purpose.  

1. Power BI Desktop 

The authoring tool of Power BI, the desktop component is mainly used by the report designers to access, transform and model the data while creating measures and building the data visualizations. Power BI Desktop can be downloaded for free and it supports Windows OS.  

2. Power BI Service 

It is the cloud-based central hub of the Power BI solution where users can access and interact with their Power BI reports. Using this, users can also create dashboards from their reports and can use the self-service functions for editing and creating new visualizations. Users can further share the concluded insights and collaborate with co-workers on reports and dashboards. There are two ways to license Power BI Service; Power BI Pro and Power BI Premium. 

• • Power BI Pro is not much different from the Power BI Desktop and both have the same visualization options, same limits on storage and file upload size as well as the same report refresh allowance. The key difference between both versions is Pro allows you to share data, reports and dashboards with others privately (given users also have a Power BI Pro license). Moreover, the Pro version allows you to create app workspaces where you can put collections of related dashboards and reports while easily creating accessible content packs.  

• • On the other hand, Power BI Premium serves as an alternative way to access Power BI. With Premium, you pay for the amount of space and processing capacity you require for business, instead of purchasing licenses for individual users with the Power BI Pro. It has 6 capacity models—each with varying amounts of memory to allow users choose the required amount for running their Power BI platform. The Premium version is mainly for enterprise-level businesses that generate large amounts of data and require extensive access to the app. 

 3. Power BI Mobile

Power BI’s mobile component allows users to interact with their published reports through smartphones or tablets via a downloadable app. The Power BI Mobile provides access to reports on the fly at anywhere and at any point in time. Users can also personalize data alerts and get real-time data updates using the mobile component of Power BI. The component is supported by Windows, iOS as well as Android devices.  

4. Power BI Report Server 

Report Server is a server product that comes with the Power BI Premium. It enables users to use Power BI on-premise. For some businesses, uploading data to the cloud is not a feasible option due to data regulation laws applied to their industry. It could also be due to a lack of infrastructure or connectivity where they are able to reliably access SaaS platforms.  

5. Power BI Embed 

Lastly, Power BI Embedded enables Independent Software Vendors (ISVs) and developers to embed Power BI’s functionality and capabilities into their respective apps on a pay-as-you-go or ‘white label’ basis. Instead of building their own reporting features, users can rather add Power BI to their products and it will cater to all the reporting necessary reporting and data analysis.  

The above-listed are the different versions of the Power BI available. Let us now have a look at the components of Power BI.  

What are the Components that Make Power BI?  

The Power BI product is made up of a number of apps. Each has its own respective features and uses. Following are the components of Power BI:   

• • Power Query is a data connection tool that lets you transform, combine, and enhance data from several sources 

• • Power Pivot is a data modeling tool for creating data models 

• • Power View is a data visualization tool that generates interactive charts, graphs, maps, and other visuals 

• • Power Map is another visualization tool for creating immersive 3D visuals 

• • Power Q&A is a question and answer engine that lets you ask questions about your data in plain language 

Now that we have understood the various components of the Power BI, let us have a look at how to create a Power BI dashboard.  

# How to Create a Power BI dashboard?  

You can create a Power BI dashboard using the following steps:  

• • Collect and organize your data. There are various ways to import data within your organization, file directories and databases. In fact, you can also copy and paste data from an existing dataset. But in such cases, you will have to select samples and import a pre-configured dataset. Moreover, the data is imported with no editing options.   
  • You can find the dataset in your workspace in the Power BI service. You can easily start analyzing the data by selecting ‘Get Quick Insights’ on the menu and a dashboard will be generated while you’re working on the data.   
  • Select ‘Create Report’ to open the report builder. Here, you will find three elements, namely—Canvas (Remains blank until visuals are added); Visualization Pane (Used to add and edit charts); Fields Pane (Consists of a list of the fields in your dataset based on the columns).  
  • For building a report, you can select the relevant fields from your data or pick a visualization that is displayed on the blank canvas.  
  • Click on the relevant field to add a field to your report and Power BI will automatically add the field to the required area in the chart. However, you can also drag and drop fields into the axis, legend, and values area.  
  • The charts will start to take shape as you add the fields. If required, you can also change it by selecting another option in the Visualizations pane.  
  • The next step is formatting the chart. To format it, click on the ‘format’ option and you will have access to a range of options such as the size and colors of the chart, borders, tooltips, and many more.  
  • You can also add a title or detail to the report by clicking on the ‘Text box’ option in the top menu. You can also have a preview of the report by selecting the ‘Reading View’ to check how the report appears to others. In fact, you can add more visualizations if needed, but remember to save your work.  
  • Create a dashboard by selecting ‘Pin to a live page’. Next, create a dashboard by selecting ‘Pin to a live page’. You can also add the report to an existing dashboard or in fact build a new dashboard. 
  • Once you’re done with your work, there are several ways you can use the reports under the ‘File: Export reports to use PowerPoint or as a PDF.’ Then, Export reports to PowerPoint or PDF and embed them in a SharePoint site. 
  • You can personalize your display settings using the ‘View’ option at any given time as well as change the report’s size and its colors for improved readability.  

Using the following steps, you can create a Power BI dashboard. There are several examples of Power BI dashboard available on the internet that you can refer for your convenience.  

Frequently Asked Questions on Microsoft Power BI :

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As a partner of Microsoft Power BI, transcosmos China will offer customized digital solutions to help clients make data-driven decisions. 

With the rapid growth of the e-commerce market, the majority of businesses have shifted to online from offline. However, these businesses are now facing a critical challenge that is to unify siloed data to leverage it for business decisions making.  

On the other hand, transcosmos China has been offering both online sales and website operation services. The company is helping its partners solve many problems to help expand their online business continuously.  

transcosmos China has even designed a solution to leverage its data analytics and extensive e-commerce experience to suit clients’ needs. The three-phase solution is designed to visualize and integrate data.  

In the first phase, the company collects client data automatically by using a Robotic Process Automation (RPA) program. In the second phase, the collected data is stored and managed in a scalable cloud database. And lastly, the company builds dashboards to visualizes the data with Power BI.  

From now on, the clients will not only always monitor their store sales data but also quickly identify bottlenecks with efficient data visualization. 

The dashboard shows product and sales data combined with promote efficacy and leverage the automated program for collecting data. The company will help its clients save time generating online sales reports by utilizing data.  

Also Read: Microsoft Will Integrate Spotify In Windows 11, Microsoft is Said to Buy RiskIQ, Cybersecurity Company, Nimble Integrates With Microsoft Teams to Streamline Collaboration

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Business Intelligence (BI) tools are the talks of the town!   

With the increasing importance of data in the business world, business intelligence tools had taken a center stage. More so because, they can make the complex task of retrieving, analyzing, transforming, and reporting data simple and less mundane.     

Today, most companies use BI tools to empower their teams with the right data. And, though there are plenty of tools available in the market, Microsoft’s Power BI is the best interactive data visualization and analytics tool for business intelligence (BI).    

The best part about the Power BI is that it offers many advanced functions for data analytics and you don’t have to be an expert to leverage it.    

We are not going to tell you how to do all the things you possibly could with Power BI. But we have touched upon this subject in our previous blog, you can read more about it here.    

In fact, it is very useful, regardless of the knowledge of data analysis. In this blog, we bring to you the top 7 tips on how to make the most of Power BI reports. Let’s get on with it:   

Tip #1. Keep it Simple    

Power BI offers an increasing number of visualizations that are available in the Power BI gallery. With this larger gallery of visualizations, you might feel overwhelmed to use all of them at once.   

But there had been many instances where people try to use multiple features and they often fail. This is mostly because when you put too many things on a dashboard your users will not necessarily find all the little features and click on all the slicers.    

In fact, for many of them, understanding the dashboard can be quite overwhelming. Hence, when you are designing a dashboard for ‘ordinary people,’ make sure it’s simple, easier, and clearer. So, focus on simplicity!   

And, remember, don’t fear the old-school tables as they are still the best way to present raw data. Also, try to avoid pie charts and treemaps for this data as users cannot see the difference between pie fields.   

Let me give you a better idea, below is the report for the sales volume per region. Take a look at it and try to tell which area among red and orange is bigger.   

The report showing sales volume per region in the form of a pie chart which makes it hard to differentiate between sales in Europe (red) and sales in North America (orange)   

On the other hand, look at this report below:   

The report showing sales volume per region in bar graph format which provides simplicity when differentiating between sales in Europe (red) and sales in North America (orange).   

Tip #2. Context    

One of the coolest features that you’ll find on Power BI is the cross-filtering capability. The software allows you to first connect two different charts with data and put them next to each other.   

Now, when you’ll click on an element of one chart, the other one will be automatically filtered based on what you clicked.   

This feature is immensely helpful for data comparison, kind-of-visual drill-downs, and simple analysis. In fact, you can actually use three ways of filtering and connecting data. This will make your analysis experience much better and easier.   

Let’s consider the example of project management: You can see time reported by people (top bar in the below example) and the time reported each month (the bottom bar). Here, you can see the different behaviors the interactions provide.   

Besides, a lot of data elements might greatly influence the ease of use of the report, especially for not advanced users.   

Tip #3: Divide and Conquer   

Filters are the most basic concept of data visualization and yet you will be surprised by finding how many filtering possibilities there are in Power BI. Here, are some of the most obvious ones.   

Basic Report Filters Panel:   

Visual Level Filter filters data only at the selected visual level to have some background data only for filtering.   

Page-level filters are applied to all elements on the page   

Report level filters are applied to all pages to see the data in the same filter.    

You select a filter and then immediately move to the next page. The filter will stay selected which will help you to see data in the same context:   

Report filters panel – for those who are supposed to go through pages to see data in the same filtering context.    

Two In-canvas Filters:   

Slicers (in-canvas filters) – are available as single or multiple selection dropdowns.    

Cross-filtering – can be used instead of slicers to include additional information. For example, you can create a checkbox list from a vertical chart and use it just for filtering by just clicking on the bar to filter out everything else:   

Again, let’s consider the previous example: you have a multiple-page report with pages that gives you an overview of hours or details of time reported under particular tasks.   

So, when using in-canvas filters, you need to select the project on each page individually. However, when using a report level filter, it is still selected when you browse through different pages.    

Tip #4. Create Hierarchies    

If you want to show data analytics on various levels of granularity using the same visualizations, hierarchies are your best bet. For instance, a program manager might be interested in project progress and time reported per month, while a project manager could be interested in a weekly level, in a project management domain.   

In such a case, creating a separate report is not an option as you will then end up managing a large number of cases. The solution to this problem is to design a report in such a way that it can be used by both. Here, the hierarchies can come in really handy.   

You can use hierarchies in three ways:   

It can be based on the data source, basically present in the data model   

It can be based on date and time data, basically, present any time data as a Year/Quarter/Month/Day hierarchy.   

Or, it can be based on more than one dimension. It will not make them visible but allow them to drill from one another.   

Once done, the small arrows in the corner of the chart can go up and down the hierarchy levels. With the help of this, you will be able to achieve different perspective views from the same visualization and report.   

Tip #5. Focus on Quality, not Quantity   

Power BI offers so many features that some people could easily end up making a Picasso-like analytical painting. Just remember, you can add as many effects and colors as you want but that doesn’t mean it will hold much value.    

With Power BI, you will be able to produce any number of beautiful charts in a matter of seconds with any number of data pieces.   

Yet, it is more important than the time you spend on the tool should be spent on trying to visualize crucial information in that space. Your ultimate goal should be to present clear and easy-to-digest information to potential users at a first sight.   

Conclusion:  

The tips and tricks we have shared in this blog are the very basic concept that can help you create powerful reports. They should be simple and easily understood by regular users to create an impact.    

These tips can be easily incorporated by people across project management, finance, and development practices. They all focus on the users’ needs due to their simplicity and spend more effort on the most efficient way to tackle the particular piece of data. 

Author Bio:

Shreeya Chourasia is an experienced B2B marketing/tech content writer, who is diligently committed for growing your online presence. Her writing doesn’t merely direct the audience to take action, rather it explains how to take action for promising outcomes.

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