avatarRenee LIN

Summary

The webpage discusses enhancing PowerBI reports through layout and navigation techniques, drawing parallels with web design principles.

Abstract

The article emphasizes the importance of design in PowerBI reports, comparing the process to website creation using React.js and Material UI concepts. It provides insights into using shapes, lines, and colors to structure layouts without coding, akin to WYSIWYG web editors. The author, who acknowledges a lack of design skills, sought color scheme suggestions from ChatGPT to complement a light blue background. The post also covers the use of buttons for page navigation, implementing bookmarks for a navigation bar, and offers resources for design inspiration, including PowerBI and Tableau communities. The author encourages readers to engage with their content by clapping or following, and to subscribe to Power BI publications and newsletters for ongoing updates.

Opinions

  • The author is impressed by the aesthetic quality of certain PowerBI dashboards and recognizes the value of good design in report presentation.
  • They draw a direct comparison between building PowerBI dashboards and webpages, noting the codeless nature of PowerBI as a key differentiator.
  • The author admits to not being skilled in design and thus leveraged AI assistance from ChatGPT to choose complementary colors for their report background.
  • They advocate for the use of bookmarks and navigation bars to enhance user experience within PowerBI reports, similar to website navigation.
  • The author suggests that readers can find ample design inspiration from various online sources, not limited to PowerBI-specific content.
  • They recommend following and subscribing to Power BI content channels as a means of staying informed and supported in their Power BI endeavors.

Beautify the PowerBI Reports — Layout and Navigation

Andrey Popov — Adobe Stock — 448180445

I was amazed by those PowerBI dashboards (see: Top 3 PowerBI Dashboard Examples) and managed to figure out that they were built by pre-setting some backgrounds to neatly layout the page (see: Beautify the PowerBI Reports — Basic Graphs). I encountered similar kinds of layouts four years ago when I was building websites using React.js. The design concept is called Material UI, which was developed by Google. I highly recommend spending some time to understand this concept. There was a popular library(MUI) that facilitated the quick building of this kind of layout, and here are some templates. Later, when using either Tableau or PowerBI, I saw many similar dashboards. I’d say that building a dynamic and interactive PowerBI dashboard is very much like building a webpage. The key difference is that PowerBI is codeless. PowerBI offers features that allow you to build navigation bars and buttons similar to those found on websites, which I’d like to share here:

  1. Using shapes, lines, and colours to build up the layout
  2. Using buttons to navigate among pages
  3. Using bookmarks to frame a navigation bar
  4. Inspiring dashboard designs for your reference
Templates from Website Building Javascript Library/framework

1. Using shapes, lines, and colours to build up the layout

As mentioned earlier in this post, we can use shapes to establish the layout. The process of inserting shapes and adjusting lines and colours is the same as you would in PowerPoint, and it’s similar to building a webpage in a What-You-See-Is-What-You-Get (WYSIWYG) manner, without coding. The key lies in graphic design. Here is a 30-minute introduction to that concept from Canva: Graphic Design Basics.

Inserting shapes in PowerBI
Default colour

I am bad at design, so I asked ChatGPT to suggest some colours to match my light blue background (#E7F3FF). Take a look below.

ChatGPT’s suggestion on colours
Adopting GPT’s suggestion

Using the charts I created from the previous posts (Beautify PowerBI Reports: Year-on-year Charts)

You might have noticed how the background of the bookmarks in the top right corner changes. This creates a feeling of navigation, as though you’re switching from the “Navigation” page to the “Shape Map v1” page. (You can find how to create the shape map here: Beautify the PowerBI Reports — Maps).

using different colours to stand out
Another page for navigation showcase

2. Using buttons to navigate among pages

Now, add the buttons on the navigation bar on the left.

Add buttons
Add texts

I made the activated page with white text colour, the rests are grey. Distribute vertically using the Align tool.

Update the colour to white when hovering over it.

Hover setting
Hover

Now, let’s connect the button with destinated page.

When you hold ctrl+click you will jump to the map page “Navigation page2”. We are in the edit mode, users only need to click when your report is published.

Ctrl+click in edit mode
Click and jump to this page

3. Using bookmarks to frame a navigation bar

You can apply the same technique mentioned above to the navigation bar at the top right, or you can utilize bookmarks as follows.

First, create some bookmarks. It’s worth noting that bookmarks are useful when you have filters in place. They can mark the views under different filter conditions. In this instance, I’m simply using page navigation for convenience.

Create bookmarks
Rename bookmarks

PowerBI can generate the bookmarks for you automatically by inserting a bookmark navigator under the buttons.

Insert bookmark navigator
Bookmark navigator

Move it around and turn off the fill and border, also copy and paste this visual to the other page (shape map in this case).

Adjust the bookmark navigator

Now, when you use ctrl+click it can jump to the shape map. (I changed the selected colour to black and defaulted to grey)

Bookmark navigation

Here is the PowerBI ‘s documentation on this topic Create page and bookmark navigators.

4. Inspired dashboard designs mastering layout, alignment, colour, etc

Using the techniques mentioned above, we can create all sorts of dashboard designs. As this involves general dashboard design rather than PowerBI-specific design, you might be surprised at how many sources can provide design inspiration.

(1) Dribble Dashboard

https://dribbble.com/search/dashboard

(2) Muzi Dashboard

https://muz.li/inspiration/dashboard-inspiration

(3) PowerBI and Tableau Community of course

https://community.fabric.microsoft.com/t5/Data-Stories-Gallery/bd-p/DataStoriesGallery
https://www.tableau.com/data-insights/dashboard-showcase

Similar posts on this topic:

  1. Top 3 PowerBI Dashboard/Report Examples
  2. Beautify the PowerBI Reports — Basic Graphs
  3. Beautify the PowerBI Reports — Maps
  4. Beautify the PowerBI Reports: Year-on-year Charts
  5. Beautify the PowerBI Reports — Box Plots

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