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Power BI Report Design Checklist

This document provides a checklist for designing effective Power BI reports. It includes sections on overall report effectiveness, information architecture effectiveness, design effectiveness, and visual performance effectiveness. The checklist contains over 50 individual items to consider when designing reports, such as ensuring the report solves a business problem, is easy to understand, looks professional, and supports data-driven decision making.

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Nishma Anum
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237 views

Power BI Report Design Checklist

This document provides a checklist for designing effective Power BI reports. It includes sections on overall report effectiveness, information architecture effectiveness, design effectiveness, and visual performance effectiveness. The checklist contains over 50 individual items to consider when designing reports, such as ensuring the report solves a business problem, is easy to understand, looks professional, and supports data-driven decision making.

Uploaded by

Nishma Anum
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Power BI

Report Design Checklist

Try looking at your reporting solution as an end user. The report should be easy to navigate,
easy to understand, it should have a professional look and feel, and it should support faster
and better data driven decision making.

Overall Report Effectiveness


☐ 1. This report is solving a business pain point
☐ 2. This report is supporting decision making in a better way compared to any other
existing solution
☐ 3. I can measure the impact this report is going to have on the business (e.g. time
savings, productivity increase, lower costs…)
☐ 4. This report is adapted to its intended audience(s) (e.g. analytical, operational
reporting…)
☐ 5. The report branding is in tune with your company/customer branding
☐ 6. The report overall design is aesthetically pleasing/professional
☐ 7. The visuals/charts are easy to read/understand
☐ 8. Your report UX & design is consistent across all report pages
☐ 9. Most figures in your report have a context (target, this year vs previous year etc) to
help the end user better understand the performance of the business

Information Architecture Effectiveness


☐ 1. The different report pages/views are taking into consideration the type of audience
for this report (different personas will have different needs e.g. executives vs
operations)
☐ 2. The overall structure of the information in your report makes sense

Checklist created by Data Pears 1


Power BI
Report Design Checklist

☐ 3. You clearly highlighted the existence of interactive elements and how they should be
used (e.g. buttons, tooltips, drill downs, drill throughs)
☐ 4. You have clearly defined areas in your report page for navigation, filters, charts etc
☐ 5. You have clear titles for your visuals/charts
☐ 6. Your users can take different journeys from the moment they open the report,
depending on the type of insights they need at that time, how granular they want to
go etc
7. These journeys are easy to follow, and your end user can go from a very high level
KPI to a more granular page like drill through easily

Design Effectiveness
☐ 1. You used the color scheme from your company/customer branding guidelines
☐ 2. You used the logo from your company/customer in all pages
☐ 3. You maximized the report page area, without making it look cluttered
☐ 4. You were careful with the choice of colors, you only used vibrant colors to highlight
information (exceptions apply depending on your company branding)
☐ 5. You made sure you had enough space between visuals/shapes so that your report
doesn’t look cluttered
☐ 6. You formatted your charts/visuals and got rid of everything that is redundant e.g.
titles of Y and X axis, dark visual borders, background color, Y axis (in case you
used labels instead)
☐ 7. You made use of design elements like stock images and icons to give your end
users visual cues and to enhance report design
☐ 8. You made use of buttons formatting features to make them more user friendly (on
hover effects etc)
☐ 9. You made use of formatting options like conditional formatting to give context to the
figures you have in your report
☐ 10. You were mindful of the text formatting (size, font, bold/italic)
☐ 11. You made sure your metrics naming on visuals/charts are ok (measures used show
on tooltips and legends, make sure you have good naming conventions!)

Checklist created by Data Pears 2


Power BI
Report Design Checklist

Visual Performance Effectiveness


☐ 1. You don’t have more than 10 charts/visuals in each page visible at once (hidden
visuals don’t count)
☐ 2. You avoided the use of custom visuals
☐ If custom visuals were used, you only used certified ones
 ☐ If custom visuals were used, you did your research about that visual to be sure of
the implications of its use
☐ 3. You created as much as possible of your layout outside Power BI (e.g. Figma/Power
Point), leaving just charts/visuals and interactive elements to be done in Power BI

Checklist created by Data Pears 3

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