Business reports are essential for managers and higher officials for tracking business performance. A comprehensive and easy-to-understand report that allows people to make business decisions smartly. Using Power BI KPIs to create attractive Dashboards enable users to keep track of business activities and build detailed reports with one click.
Business meetings often revolve around evaluating reports and interpreting data, making decisions, and discussing new strategies. With the help of actionable Dashboards, users can simplify building reports and understanding data.
In this post, you will learn to effectively design and build a KPI Dashboard in Power BI, focusing more on the landing page and helping in structuring Dashboards.
Creating an Attractive KPI Dashboard in Power BI
Landing Pages consist of many charts, KPIs, filters, etc as they provide a holistic view of all the information without clicking anywhere. This screen contains all the necessary KPIs and charts that a user needs to evaluate and monitor regularly without spending time on it. Even for the new audience, the Dashboard should show them all the information using labels and metrics.
A Dashboard should contain KPIs aligned to your specific goals. For example, the Marketing Manager will need to see information that allows him to track the performance of the Marketing Campaigns over the past 3 months that he launched.
The priority is on creating an actionable and attractive landing page. You can break down the essential business activities required and pick the KPIs you or the other users need. The following steps to build the Power BI KPI Dashboard are given below.
Step 1: One-Click Detailed Report
Users navigate from the landing page to detailed reports with a single click allows them to gather more information. The landing page provides only the key information and links to the other source reports for in-depth detail. This is the Drillthrough option available in Power BI that enables users to investigate and study particular data points by clicking on it.
Using Drillthrough, users can select filters to navigate to a detailed report of the data point and drill down with more filters and slicers to navigate to multiple pages and again return to the landing page.
Step 2: Checklist for Landing Page
Power BI is an excellent tool for filtering the data points and studying each in detail with a click. So, users don't need to spend time going through multiple navigations, they can choose just a few filters to get their desired information.
People usually start reading on dashboards from top to bottom and left to right, so placing important KPIs in the top left corner is a good spot. Another vital aspect to note for KPI Dashboards is to set up the filters correctly to the KPI. So, whenever the user clicks on the KPI, the entire Dashboard changes to show just the data for that KPI.
Always try to configure the Dashboard in such a way that it requires minimum clicks to get to the detailed information.
Step 3: Report Page Tooltips for KPI Dashboards
Landing Page Dashboards provide aggregated, summarized, or grouped information in KPIs and charts. Power BI KPIs come with tooltip features that are one of the easiest and quickest ways to get additional insights about the data point.
Users only have to hover over the data point, such as – pointing on a bar of the bar graph to get additional or discrete information. Setting up a tooltip will allow users to get ungrouped data. Vertical Waterfall charts and bar graphs are best suited to use with tooltips.
Step 4: Set Up Drillthrough Options
Drilling down with a single click to get detailed information is one of the best features of Power BI KPI. It is effective to correctly set up Drillthrough options once, and users will be able to get more detail on the KPI and navigate to reports and multiple pages.
The Drillthourgh option guides users and lets them explore more on Power BI KPI they are studying. Also, make sure to provide a link to redirect back to the landing page.
Step 5: Adding Comments to the KPIs
Adding dynamic comments along with the KPI delivers a comprehensive comment to people and starts a discussion. With the help of Power BI KPI, you can add dynamic comments liked to specific time frames or other metrics. These comments add more value to data and help other users evaluate the data more easily.
In this post, you read about building a KPI Dashboard in Power BI focusing on the landing page because it is the main page that provides a holistic view of all the business activities and consists of key information. The important points that you learned to create a landing page are:
- Providing one-click access to drill down the KPI.
- Placing important KPI o the top left corner.
- Creating a checklist for KPIs.
- Adding comments along with the KPIs.
- Adding smart tooltips to quickly gain additional insights.
- Configuring the Drillthrough option correctly.
- Selecting the right filter for KPIs.