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UX UI best practices

The document outlines best practices for UX/UI design in Power BI reports and dashboards, emphasizing simplicity, meaningful organization, and appropriate visualizations. Key considerations include logical flow, visual hierarchy, consistency in design elements, and effective use of color and typography. It also highlights the importance of user feedback and the role of navigation bars in enhancing user interaction with the reports.

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AB
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2 views

UX UI best practices

The document outlines best practices for UX/UI design in Power BI reports and dashboards, emphasizing simplicity, meaningful organization, and appropriate visualizations. Key considerations include logical flow, visual hierarchy, consistency in design elements, and effective use of color and typography. It also highlights the importance of user feedback and the role of navigation bars in enhancing user interaction with the reports.

Uploaded by

AB
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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UX/UI Best practices

Good data visualization/reporting is about clearly presenting data to decision-makers in a way


that helps them make better decisions in less time. In order to do this, there are a few key
take-away points which are to be kept in mind while designing the UI/UX of a Power BI
report/dashboard.

- Keep it simple and focused: Avoid clutter and unnecessary complexity. Use white space
effectively to create visual separation and improve readability.
- Use meaningful titles and headings
Organize and structure the content: Use logical grouping and organization to present
information. Arrange visuals and related content in a way that makes sense and is easy to
navigate. Utilize containers, grids, and sections to maintain a structured layout.
- Choose appropriate visualizations: Select visualizations that effectively communicate the data
and insights. Avoid excessive use of charts and choose the most suitable ones for the data being
presented.
- Use color and contrast thoughtfully: Choose a color palette that is visually appealing and
consistent with your branding or theme. Be mindful of color-blindness considerations.
- Provide interactivity and drill-through capabilities: Allow users to explore the data further. Use
slicers, filters, and drill-through actions to enable users to focus on specific aspects of the data
and dive deeper into the details.
- Optimize for different devices: Design reports and dashboards to be responsive and accessible on
various devices, including desktops, tablets, and mobile phones. Test and adjust the layout to
ensure a seamless experience across different screen sizes.
- Incorporate user feedback and iterate: Gather feedback from users and continuously refine and
improve the design based on their input.
- Highlight your findings in the data.
- Take off all the elements that do not bring any value or show the same insight. (best power bi
report/ dashboard is where you don’t have anything to remove)
- Show what your users want.
- Take inspiration from as many places as you can.
Layout considerations:

1. Logical flow: Design the layout so that it guides users through the information in a natural and
easy-to-follow sequence. Place related visuals together and consider the sequence in which
users will consume the data.
2. Hierarchy and prominence: Use visual hierarchy to emphasize the most important information
and guide users' attention. Highlight key insights or KPIs prominently by placing them in a more
prominent position, using larger visuals, or applying distinctive formatting. Less important or
supporting information should be presented in a more subdued manner.
3. Consistency: Maintain consistency in terms of fonts, colors, formatting, and spacing throughout
the report or dashboard.
Font and Color palette:

Font Size:

 Headings and titles: Use a larger font size to make them prominent and easily readable. A range
of 18-24 points is commonly used for headings.
 Body text: Select a font size between 10-12 points for body text to ensure readability.
 Labels and annotations: Use a slightly smaller font size for labels and annotations, typically
ranging from 8-10 points. Make sure they are still legible and clear.

Color Palette:

 Branding considerations: Align the color palette with your organization's branding guidelines, if
applicable. Use colors that reflect the brand identity and create a cohesive visual experience.
 Contrast and readability: Ensure sufficient contrast between text and background colors for
optimal readability.
 Color coding: Use a limited number of colors to represent different categories or data values.
Avoid excessive use of colors, as it can lead to visual noise and confusion.
 Neutral tones: Incorporate neutral tones for backgrounds, such as shades of gray or white, to
provide a clean and unobtrusive base. This allows the data and visualizations to stand out.
 Accent colors: Use accent colors sparingly to draw attention to specific elements like key metrics,
call-to-action buttons, or important highlights. These accents can help guide users' focus and
create visual interest.
The 60-30-10 Rule:

1. 60%: The dominant color: This color should make up around 60% of the color scheme and is
typically used for the background, large sections, or primary visual elements.
2. 30%: The secondary color: This color should make up around 30% of the color scheme and is
used for supporting elements such as smaller sections, borders, and accents.
3. 10%: The accent color: This color should make up around 10% of the color scheme and is used
sparingly for highlighting or drawing attention to specific elements, such as call-to-action
buttons, important data points, or interactive elements. It adds a pop of color and helps create
focal points within the design.
Here are a few websites which can support you while designing a report:
https://themes.powerbi.tips/themes/palette

https://www.flaticon.com/

https://support.microsoft.com/en-us/office/insert-icons-in-microsoft-365-e2459f17-3996-4795-
996e-b9a13486fa79

https://cloud.squirrel365.io/viewer/5C3575E893AC4A2BA602293661640E9D

https://coolors.co/

http://colormind.io/

Use of navigation bar:

In Power BI reports or dashboards, a navigation bar can be used to provide users with easy
access to different sections, pages, or views within the report. It can be designed using buttons,
tabs, or other interactive elements that allow users to switch between different report pages or
navigate to specific areas of interest. The navigation bar in Power BI helps users explore and
interact with the report content in a structured and intuitive manner.

Finally, just know this:

You are not just a designer, you’re an analyst who uses design techniques to communicate.

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