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- Goal for today: simple rules of thumb to make reports look clean and read fast
- no design background assumed
- Everything here applies to Power BI, but also Excel, Tableau, slides
- By the end: a checklist you can run on your own assignment report
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- Most beginner reports have correct numbers but are hard to read
- visuals scattered, every chart a different colour, no titles
- Design is not decoration — it is how you remove effort for the reader
- The 5-second test: show your page to a friend for 5 seconds, ask what the main message was
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- Ask students to write their one-sentence purpose for their assignment report
- Everything later (placement, colour, chart type) follows from these answers
- If a visual does not help answer the question — remove it
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- Six principles: placement, rule of thirds, balance, proximity, contrast, repetition
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- Same way we read a page of text — a "Z" scan
- Common mistake: slicers taking the whole top-left corner
- the most valuable spot is spent on a filter, not an insight
- Bottom-right is the least-seen spot — good for footnotes, data source, refresh date
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- Borrowed from photography — intersections attract attention naturally
- Practical use: size visuals in thirds (1/3 + 2/3 width) instead of random widths
- Power BI: View → Gridlines helps you see the canvas grid
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- Don't measure precisely — use it as a sense check
- Example in picture: KPI cards + map on left (smaller), bar chart on right (larger)
- Quick check: squint at your page — does one area feel crowded?
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- Readers assume things close together are related
- e.g. Sales KPI next to the Sales trend chart, Cost KPI next to Cost chart
- Whitespace is free — beginners tend to fill every pixel
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- Example: grey bars for all products, one accent colour for the product you want to talk about
- Size contrast: the KPI value big, the label small
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- If "Online" is blue on page 1, it must be blue on page 3 as well
- Power BI tools: Format Painter (Home tab), and a report Theme (View → Themes)
- Consistency is the quickest way to look "professional"
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- Don't start from a blank canvas — start from a proven template
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- Mirrors how a manager reads: "How are we doing?" → "Why?" → "Which ones?"
- This one layout works for most assignments
- Very detailed tables can move to a drill-through page instead
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- Four KPI cards on top, four equal visuals below
- Arrows: keep gaps the SAME size, both horizontally and vertically
- Each visual has its own short title
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- Six KPI cards, six visuals — denser, for analyst audiences
- Upper limit for one page — more than this becomes clutter
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- Left: tall bar chart on left spans two rows; trend + table share the right
- Right: KPI row, three charts, then a wide table across two columns
- Ask students: what do both have in common? (KPI row on top, equal gaps, titles on every visual, limited colours)
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- Layout gets attention; the right chart gets understanding
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- Start from the question, not from the visual you like the look of
- Time always goes left → right on the x-axis
- Sort bar charts by value (largest first) unless categories have a natural order
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- Point at the example: Sales $K with Δ plan and Δ 2021, only the deltas are coloured
- Power BI: new Card visual supports reference labels; or the KPI visual (value + target + trend)
- Consistent number format across cards — all $K or all $M, not mixed
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- Humans compare lengths far better than angles — that is why bars beat pies
- Line charts may start above 0 (focus on change); bar charts should not
- Too many series: split into small multiples, or highlight one and grey the rest
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- The finishing touches that separate an "ok" report from a clear one
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- Power BI: View → Themes, pick one and stick with it; avoid the default rainbow when it adds no meaning
- Red/green together is the most common colour-blind problem — add ▲▼ or + / − signs
- Conditional formatting in tables is great, but limit to one or two columns
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- Power BI: Format → Display units and Value decimal places
- Rename fields so titles read naturally (Sum of SalesAmt → Sales)
- rename in the visual's field well, or in the model
- Accessibility: Power BI has alt text on each visual (Format → General → Alt text)
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- "Data-ink ratio" (Edward Tufte): maximise ink spent on data, minimise decoration
- If a page needs more than ~7 visuals, split into another page or use drill-through
- Exercise: remove one thing from your report — does anyone miss it?
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- Demo if time: select 3 cards → Format → Align top → Distribute horizontally
- Selection pane also sets the tab order for keyboard / screen reader users
- Edit interactions: stop a KPI card from being filtered by a chart click when it shouldn't be
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- Interactivity lets one clean page replace many cluttered ones
- Same slicer on every page? Use Sync slicers (View → Sync slicers)
- Test: click every visual — does the cross-filtering make sense?
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- Power BI: Insert → Buttons → Navigator → Page navigator builds the buttons automatically
- Drill-through pages get a Back button automatically when you add a drill-through field
- Right-click a page tab → Hide page
- Users get lost when the header jumps around between pages — repetition principle again
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- Use this list on every assignment page before submitting
- Pair up: swap laptops and run the checklist on each other's report
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- If they remember one thing: design for the reader, not for yourself
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- Highest priority: the Microsoft Learn module — short, with exercises
- Storytelling with Data is the most beginner-friendly book on the topic
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- Invite a student to share their report page; run the checklist live together
- Common questions to expect
- "Can I use custom visuals?" — yes, but only if a built-in one can't do the job
- "Dark or light background?" — either; consistency and contrast matter more