Dashboard & Visualization Design





Dashboard &
Visualization Design

Dashboard & Visualization Design

Why Design Matters

  • A dashboard is a conversation, not a data dump
  • Readers decide in ~5 seconds whether it is useful
  • Good design = the reader finds the answer without you in the room
  • Same data, better layout → faster, better decisions

If the reader has to ask "what am I looking at?", the design failed

Dashboard & Visualization Design

Start with Three Questions

  • Who is reading?
    • Manager: big numbers, trends
    • Analyst: details, filters, tables
  • What question must it answer?
    • e.g. "Are we on track against plan this quarter?"
  • What action should they take after reading?

Write the answer in one sentence before you drag in a single visual

Dashboard & Visualization Design




Layout Principles

Dashboard & Visualization Design

1. Placement — Most Important Top-Left

  • Eyes start at the upper-left
  • Then scan left → right, top → down
  • Put the key message / KPIs there
  • Details go lower down

Exception: right-to-left languages (Arabic/Hebrew)

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Image: Microsoft, Design the analytical report layout, Microsoft Learn
Dashboard & Visualization Design

2. Placement — Rule of Thirds

  • Split the page into a 3 × 3 grid
  • Place key visuals on the lines / intersections

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Image: Microsoft, Design the analytical report layout, Microsoft Learn
Dashboard & Visualization Design

3. Balance — Golden Ratio

  • Avoid one side "heavy", the other empty
  • Golden ratio ≈ 1 : 1.618
    • e.g. narrow panel + wide chart
  • Big visuals carry more "weight"
    • spread them evenly

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Image: Microsoft, Design the analytical report layout, Microsoft Learn
Dashboard & Visualization Design

4. Proximity — Group Related Visuals

  • Related visuals sit near each other
  • Use whitespace to separate groups
  • A shape / background box can frame a group

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Image: Microsoft, Design the analytical report layout, Microsoft Learn
Dashboard & Visualization Design

5. Contrast — Make the Important Stand Out

  • Use contrasting colour / size to highlight
    • one key number, one bar, actual vs. target
  • If everything is highlighted, nothing is

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Image: Microsoft, Design the analytical report layout, Microsoft Learn
Dashboard & Visualization Design

6. Repetition — Be Consistent

  • Same fonts, colours, title style, borders everywhere
  • Same colour = same meaning across pages
  • Ties the report together visually

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Image: Microsoft, Design the analytical report layout, Microsoft Learn
Dashboard & Visualization Design




Dashboard Layout Ideas

Dashboard & Visualization Design

Sample Layout — Top-Down Story

  • Header — title, slicers, logo
  • KPI cards — the headline numbers
  • High-level — trends, summary charts
  • Detailed — tables, breakdowns

Overview first, details on demand

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Dashboard & Visualization Design

Sample 2 × 2 Grid

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Dashboard & Visualization Design

Sample 3 × 2 Grid

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Dashboard & Visualization Design

Modified Grid — Real Examples

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Image Source: Power BI Course Sample Dashboard / Analytics Mockup Template

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Image Source: Power BI Executive Sales Report Template (based on Microsoft AdventureWorks Sample Data)
  • Start from a grid, then merge cells for bigger visuals
Dashboard & Visualization Design




Choosing the Right Visual

Dashboard & Visualization Design

Match the Chart to the Question

I want to show... Use Power BI visual
One key number Card / KPI Card, KPI, Gauge (sparingly)
Compare categories Bar / Column Clustered bar / column
Trend over time Line Line, Area
Part of a whole (≤ 5 parts) Stacked bar, Donut 100% stacked bar, Donut
Relationship between 2 measures Scatter Scatter chart
Exact values / detail Table Table, Matrix
Location Map Map, Filled map
Dashboard & Visualization Design

Design Effective KPI Cards

  • Big value, small label
  • Add context: vs. target, vs. last year
  • Colour only the variance (▲ green / ▼ red)
  • Keep 3–5 cards, same size, one row

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Image Source: Power BI Course Sample Dashboard / Analytics Mockup Template

"13,369" alone means nothing — "13,369 (−11% vs plan)" tells a story

Dashboard & Visualization Design

Common Chart Mistakes

  • Pie with many slices → use a sorted bar chart
  • 3D charts → distort size; always use 2D
  • Bar axis not starting at 0 → exaggerates differences
  • Too many series on one line chart (> 4–5) → spaghetti
  • Unsorted bars → reader hunts for the biggest
  • Table when a chart would show the pattern faster
Dashboard & Visualization Design




Colour, Text & Clutter

Dashboard & Visualization Design

Use Colour with Purpose

  • Pick one theme, max ~3–5 colours
  • Grey for context, one accent for the focus
  • Keep meaning consistent
    • green = good / red = bad, same category = same colour
  • Don't rely on colour alone (~1 in 12 men are colour-blind)
    • add labels, icons or ± signs
  • Check contrast: text must be readable on its background
Dashboard & Visualization Design

Titles, Labels & Text

  • Every visual needs a clear title
    • Better: titles that state the insight
    • "Sales by Month" → "Sales peaked in November"
  • Show units: $K, %, pcs
  • Round numbers: 2.3M not 2,261,437.58
  • Data labels or axis — often not both
  • Use at most 2 font sizes for body text; title larger
Dashboard & Visualization Design

Declutter — Less is More

Remove

  • Heavy gridlines & borders
  • Background images & effects
  • Duplicate legends / labels
  • Visuals that don't answer the question

Keep

  • Whitespace between groups
  • Few visuals per page (~5–7)
  • A legend only if needed
  • One idea per visual

Every element should earn its place on the page

Dashboard & Visualization Design

Power BI Tools That Help

Need Where in Power BI Desktop
Align & equal spacing Format tab → Align / Distribute
Snap to a grid View tab → Gridlines, Snap to grid
Exact size & position Format pane → General → Properties
Consistent styling Home tab → Format painter; View tab → Themes
Find / layer / hide visuals View tab → Selection pane
Control cross-filtering Format tab → Edit interactions
Phone-friendly view View tab → Mobile layout
Dashboard & Visualization Design

Slicers & Interactivity

  • Keep slicers together — top bar or left panel
  • ≤ 3–4 slicers per page; more → use the Filter pane
  • Show what's filtered (e.g. selected date range)
  • Use tooltips for extra detail instead of extra visuals
  • Use drill-through pages for the deep detail
Dashboard & Visualization Design

Navigation & Multi-Page Reports

  • One page = one topic (Overview, Sales, Customers, ...)
  • Same header, slicers, nav buttons in the same spot on every page
  • Use a page navigator or buttons; meaningful page names
  • Drill-through pages need a Back button
  • Hide helper / tooltip pages before publishing
  • Keep the default 16:9 canvas (1280 × 720) unless you have a reason
Dashboard & Visualization Design

Before You Publish — Checklist

  • ☐ Main message clear in 5 seconds?
  • ☐ KPIs in the top-left / top row?
  • ☐ Related visuals grouped, gaps equal, edges aligned?
  • ☐ Right chart type, sorted, axis from 0 for bars?
  • ☐ Titles, units, rounded numbers?
  • ☐ Limited, consistent colours; colour-blind safe?
  • ☐ Slicers grouped, interactions & navigation tested?
Dashboard & Visualization Design

Key Takeaway

  • Purpose first — who, what question, what action
  • Layout — top-left KPIs, overview → detail, grid & whitespace
  • Visuals — pick the chart for the question, keep it simple
  • Style — few colours, clear titles, consistent everywhere

Make the reader's job easy

Dashboard & Visualization Design

References

Topic Source
Report design principles Microsoft. (2024). Design Power BI reports. Microsoft Learn.
Layout images (slides 1–6) Microsoft. (2025). Design the analytical report layout. Microsoft Learn. Images used for educational purposes.
Report design tips Microsoft. (2024). Tips for designing a great Power BI dashboard. Microsoft Learn.
Accessibility Microsoft. (2024). Design Power BI reports for accessibility. Microsoft Learn.
Visual types Microsoft. (2024). Visualization types in Power BI. Microsoft Learn.
Example dashboards Dashboards generated via Microsoft Power BI using custom analytics templates and standard sample dataset schemas (Microsoft AdventureWorks).
Data visualization Knaflic, C. N. (2015). Storytelling with Data. Wiley.
Data-ink ratio Tufte, E. R. (2001). The Visual Display of Quantitative Information (2nd ed.). Graphics Press.
Dashboard & Visualization Design

Thank You

  • Questions?

⏱️ Slide Timing: 1 min - 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

⏱️ Slide Timing: 2 min - 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

⏱️ Slide Timing: 3 min - 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

⏱️ Slide Timing: 0.5 min - Six principles: placement, rule of thirds, balance, proximity, contrast, repetition

⏱️ Slide Timing: 2 min - 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

⏱️ Slide Timing: 2 min - 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

⏱️ Slide Timing: 2 min - 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?

⏱️ Slide Timing: 2 min - 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

⏱️ Slide Timing: 2 min - 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

⏱️ Slide Timing: 2 min - 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"

⏱️ Slide Timing: 0.5 min - Don't start from a blank canvas — start from a proven template

⏱️ Slide Timing: 2 min - 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

⏱️ Slide Timing: 1 min - 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

⏱️ Slide Timing: 1 min - Six KPI cards, six visuals — denser, for analyst audiences - Upper limit for one page — more than this becomes clutter

⏱️ Slide Timing: 3 min - 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)

⏱️ Slide Timing: 0.5 min - Layout gets attention; the right chart gets understanding

⏱️ Slide Timing: 3 min - 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

⏱️ Slide Timing: 2 min - 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

⏱️ Slide Timing: 3 min - 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

⏱️ Slide Timing: 0.5 min - The finishing touches that separate an "ok" report from a clear one

⏱️ Slide Timing: 3 min - 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

⏱️ Slide Timing: 3 min - 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)

⏱️ Slide Timing: 2 min - "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?

⏱️ Slide Timing: 3 min - 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

⏱️ Slide Timing: 2 min - 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?

⏱️ Slide Timing: 2 min - 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

⏱️ Slide Timing: 2 min - Use this list on every assignment page before submitting - Pair up: swap laptops and run the checklist on each other's report

⏱️ Slide Timing: 1 min - If they remember one thing: design for the reader, not for yourself

⏱️ Slide Timing: 1 min - Highest priority: the Microsoft Learn module — short, with exercises - Storytelling with Data is the most beginner-friendly book on the topic

⏱️ Slide Timing: 5 min - 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