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Microsoft

Design effective reports in Power BI

Microsoft via Microsoft Learn

Overview

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  • Identify your audience, choose suitable report types, and define interface and experience requirements to effectively plan your report design.

    In this module, you learn how to:

    • Determine business goals.
    • Identify your audience.
    • Determine report types.
    • Define user interface requirements.
    • Define user experience requirements.
  • Design effective Power BI reports that are visually appealing and easy to understand with consistent report structure, interactive objects, and filtering.

    In this module, you learn about:

    • Report structure.
    • Report objects.
    • Different visualization types.
  • Enhance Power BI report designs for the user experience

    In this module, you learn how to:

    • Design reports that present details and highlight key values.
    • Build interactive reports with intuitive navigation and app-like experiences.
    • Enhance user experience using bookmarks, visual headers, and built-in assistance.
    • Incorporate specialized visuals to meet unique reporting needs.
  • Advanced analytics helps you gain deeper insights into your data, identify trends, and make data-driven decisions. Power BI provides a variety of tools and features to help you analyze your data effectively.

    In this module, you learn how to:

    • Create a statistical summary.
    • Identify outliers with Power BI visuals.
    • Group and bin data for analysis.
    • Apply clustering techniques.
    • Conduct time series analysis.
    • Use the Analyze feature.
    • Use custom visuals for advanced analytics.
    • Review Quick insights.
    • Apply AI Insights.

Syllabus

  • Scope report design requirements
    • Introduction
    • Identify the audience
    • Determine report types
    • Define user interface requirements
    • Define user experience requirements
    • Explore designs in a Power BI report
    • Check your knowledge
    • Summary
  • Design Power BI reports
    • Introduction
    • Design the analytical report layout
    • Design visually appealing reports
    • Use report objects
    • Select report visuals
    • Apply filters and slicers to reports
    • Understand filtering techniques and considerations
    • Case study - Configure report filters based on feedback
    • Exercise - Design Power BI reports
    • Check your knowledge
    • Summary
  • Enhance Power BI report designs for the user experience
    • Introduction
    • Design reports to show details
    • Design reports to highlight values
    • Design reports that behave like apps
    • Work with bookmarks
    • Design reports for navigation
    • Work with visual headers
    • Design reports with built-in assistance
    • Tune report performance
    • Optimize reports for mobile use
    • Exercise - Enhance Power BI reports
    • Check your knowledge
    • Summary
  • Perform analytics in Power BI
    • Introduction to analytics
    • Explore statistical summary
    • Identify outliers with Power BI visuals
    • Group and bin data for analysis
    • Apply clustering techniques
    • Conduct time series analysis
    • Use the Analyze feature
    • Create what-if parameters
    • Use specialized visuals
    • Exercise - Perform analytics in Power BI
    • Check your knowledge
    • Summary

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