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5 Steps to Appealing BI Dashboards

It’s very well known that organizations are swimming in data pools. Data is more quickly and easily available than earlier. And if you are not a data expert, you are likely to be lost in the pool of information.

Well-designed BI report and dashboard are the keys to maximize your returns. They can help you make all the difference, helping to derive critical insights and hidden patterns with your data.

Now let’s briefly take a look at some of the useful BI dashboard best practices to get started.

1. Identify Reporting Requirements

Identify your target audience first, so that you can have a clear idea of what would be on your dashboard. Knowing who your readers are can help you focus on specific aspects of the data. You can schedule interviews; meetings etc. with important people, ask them questions and gather all the reporting requirements.

2. Find Out the Best Suitable Metrics (with correct visualization) and KPIs for each BI Report

Make a list of KPIs and metrics which you wish to display on each BI report. Most of the businesses have a reporting system in place, analyze their current systems to get an idea and suggest areas for improvement. Reach out to the BI team whenever necessary so that in the end your client would have a brief idea as what to expect of their BI reports.

For each metric, it is crucial to select an apt visualization which supports the message in your data. Depending on the kind of information choose a visualization that justifies your message visually.

3. Group Related Metrics and KPIs Together

BI reports are used to draw insights and results hence it’s important that they help end users to quickly draw connections within the data. The most effective of all ways is to group related information and place them together.

4. Arrange Selected Report Elements in your BI Reports

Various eye tracking studies have proven that when humans read our eyes begin from the top left corner of the page. Our eyes move from left to right forming Z or F shaped patterns.

Now the key is to take advantage of this natural reading pattern, and present information in an intuitive manner. Present the most urgent and important information on the top left corner of your reports. Low-priority and slow-changing information should be put in the bottom half of your report.

5. Highlight Critical Information on your BI Reports and Dashboards

Choosing the right colors to present information is the powerful way to attract readers. Do not use too many colors as it creates visual noise. At the same time, do remember that some colors are catchier as compared to others. So the key is to use colors tactically to highlight important information in your BI reports.

Once all is done, make sure the client understands the information presented in the report and how to use them and get all the stuff they need.

Well-designed BI reports are the key for end users to get all the necessary information at a click and perform a better job.

Hope you enjoyed reading; share your comments and feedback.

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