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Microsoft

Design effective reports in Power BI

Microsoft via Microsoft Learn

Overview

  • Module 1: Gathering appropriate inputs to scope your report design requirements involves identifying your audience, determining the suitable report types, and defining their interface and experience requirements. This module provides you with a strong foundation on which to learn how to plan your report design requirements.
  • In this module, you will:

    • Determine business goals.
    • Identify your audience.
    • Determine report types.
    • Define user interface requirements.
    • Define user experience requirements.
  • Module 2: Designing an analytical report involves understanding the requirements and its audience. However, designing a compelling analytical report requires understanding the automatic and unconscious processes that occur when report consumers comprehend what they see. When you have the knowledge of how to structure and apply report design principles, you can raise the level of your report designs to produce relevant, intuitive, and visually pleasing experiences for your report consumers.
  • In this module, you will:

    • Learn about analytical reporting.
    • Design the analytical report layout.
    • Produce a guided analytical experience.
  • Module 3: Because Power BI includes more than 30 core visuals, it can be challenging for a beginner to select the correct visual. This module will guide you through selecting the most appropriate visual type to meet your design and report layout requirements.
  • In this module, you will:

    • Learn about the structure of a Power BI report.
    • Learn about report objects.
    • Select the appropriate visual type to use.
  • Module 4: Report filtering is a complex topic because many techniques are available for filtering a Microsoft Power BI report. However, with complexity comes control, allowing you to design reports that meet requirements and expectations.
  • In this module, you will:

    • Design reports for filtering.
    • Design reports with slicers.
    • Design reports by using advanced filtering techniques.
    • Apply consumption-time filtering.
    • Select appropriate report filtering techniques.
  • Module 5: Enhance Power BI report designs for the user experience
  • In this module, you will:

    • 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.
    • Use specialized visuals.
  • Module 6: Designing the user interface (UI) is about how reports are consumed, including the appearance and behavior of them, and it is the final report development stage.
  • In this module, you will:

    • Use report design aids.
    • Design visually appealing reports.
    • Reformat reports for mobile consumption.
    • Design reports for accessibility.
    • Publish and manage reports.

Syllabus

  • Module 1: Scope report design requirements
    • Introduction
    • Identify the audience
    • Determine report types
    • Define user interface requirements
    • Define user experience requirements
    • Explore report designs
    • Check your knowledge
    • Summary
  • Module 2: Structure analytical report designs in Power BI
    • Introduction
    • Design the analytical report layout
    • Produce a guided analytical experience
    • Check your knowledge
    • Summary
  • Module 3: Design Power BI reports
    • Introduction
    • Report objects
    • Select report visuals
    • Select report visuals to suit the report layout
    • Explore visual selection and design
    • Check your knowledge
    • Summary
  • Module 4: Configure Power BI report filters
    • Introduction to designing reports for filtering
    • Apply filters to the report structure
    • Apply filters with slicers
    • Design reports with advanced filtering techniques
    • Consumption-time filtering
    • Select report filter techniques
    • Case study - Configure report filters based on feedback
    • Check your knowledge
    • Summary
  • Module 5: Enhance Power BI report designs for the user experience
    • 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
    • Use specialized visuals
    • Check your knowledge
    • Summary
  • Module 6: Enhance Power BI report designs for the user interface
    • Introduction
    • Design visually appealing reports
    • Case study - Create a visually appealing report
    • Reformat reports for mobile consumption
    • Design reports for accessibility
    • Publish and manage reports
    • Check your knowledge
    • Summary

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