How to Work on Assignments in Visualization (Dashboards & Reports)

After cleaning your data in Power Query and building your Data Model, you are ready to create your Power BI Dashboard.

This step focuses on presenting insights clearly using charts, tables, and KPIs.

1. Start in Report View

  • In Power BI, click the Report icon (the chart symbol).

  • This is where you will design your dashboard.

2. Choose the Right Visuals for Your Data

Each chart type has a purpose:

Visual

When to Use

Card / KPI

Show a single key number (Total Sales, Total Employees)

Bar / Column Chart

Compare values (Departments, Months, Categories)

Line Chart

Show trends over time

Pie / Donut Chart

Show percentage contribution

Table / Matrix

Show detailed data

Avoid using too many visuals on one page.

3. Add Data to Visuals

Drag fields from the Fields panel into the visual:

  • Use Dimensions (like Department, Category, Month) for X-axis / Rows / Filters

  • Use Measures (like Total Sales, Total Hours, Total Cost) for Values

Tip:
If a visual does not look correct, check whether you used a measure instead of a column.

4. Make Your Dashboard Easy to Read

Good dashboards are:

  • Clean

  • Simple

  • Low-clutter

Follow these tips:

  • Use one color theme

  • Use only 5–8 visuals per page

  • Always include a title for each visual

  • Arrange visuals in neat alignment

If a dashboard looks crowded, remove visuals that don’t add meaning.

 

5. Add Slicers (Filters) for Interaction

Slicers help users explore the data.

Useful slicers include:

  • Date

  • Department

  • Category

  • Region

  • Project / Cost Center

Place slicers either:

  • On the left side

  • Or at the top of the report

This makes the dashboard interactive and easy to analyze.

6. Review Your Numbers

Before finalizing, check:

  • Totals match expectations

  • Bar/line charts display the correct trends

  • Slicers filter all visuals consistently

If something looks off:

  • Recheck your measure

  • Recheck your relationship

Never skip validation.

7. Layout and Presentation

Make your report look professional by:

  • Aligning visuals evenly

  • Using consistent font sizes

  • Leaving space between visuals

  • Naming the report page clearly

Your dashboard should tell a clear story, not just show data.

 

8. Expected Output at This Stage

Your report should now include:

  • KPIs or key summary values

  • Two or three comparison charts

  • Time trend analysis (if applicable)

  • A slicer panel for user control

This completes the Dashboard Building Stage.

 



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