Creating Reports and Dashboards in Power BI: Best Practices and Tips

Are you struggling to create Power BI reports and dashboards? With so many options and features, it can be overwhelming to know where to start. However, creating a successful report or dashboard is critical for making informed business decisions. In this blog post, we will provide you with best practices and tips for creating reports and dashboards in Power BI. Before that, let’s quickly understand what power BI is and what it is used for.

What is Power BI?

Power BI is a business intelligence and data visualisation tool developed by Microsoft. It is a cloud-based tool that allows users to analyse data and create interactive visualisations and reports that can be shared with others.

Power BI offers a wide range of functionalities, including data preparation, data modelling, data analysis, and data visualisation. It allows users to connect to various data sources, such as Excel spreadsheets, databases, and cloud-based services, to collect and transform data into actionable insights.

What is Power BI used for?

The tool is used for a variety of purposes, including business analytics, data-driven decision-making, and reporting. It is popular among businesses of all sizes and industries, including finance, healthcare, retail, and manufacturing.

Power BI allows users to create custom dashboards and reports that provide a visual representation of complex data. This makes it easier for users to understand trends, patterns, and insights that are buried in the data. It also enables users to share these insights with others in the organisation, facilitating collaboration and data-driven decision-making. Overall, Power BI is a powerful tool that can help businesses make better decisions and drive growth.

Best Practices and Tips to Use Power BI

Now let us look at some of the best tips and practices to use Power BI:

1. Choose the right visuals

The first step in creating an effective report or dashboard is selecting the appropriate visualizations. Power BI offers a wide range of visuals to choose from, such as bar charts, pie charts, and line charts. However, not all visuals are created equal, and some are better suited for certain types of data than others.

For example, if you are comparing data across different categories, a stacked bar chart may be the best choice. Alternatively, if you want to show a metric's trend over time, a line chart may be more appropriate. It's important to consider the purpose of the visualisation and the message you want to convey when selecting the appropriate visuals.

2. Utilise filters

Filters are a powerful tool in Power BI that can help users to focus on specific aspects of the data. By using filters, you can drill down into the data and gain insights that would otherwise be difficult to find. Additionally, filters allow you to control the detail level displayed in the report or dashboard.

There are many types of filters in Power BI, such as basic filters, advanced filters, and visual-level filters. It's important to choose the right type of filter for your needs and to keep the number of filters to a minimum to avoid overwhelming the user.

3. Organise your data

Organising your data is crucial for creating a clear and effective report or dashboard. Power BI allows you to group data in different ways, such as by category or by hierarchy. You can also use the drill-down feature to show different levels of detail.

It's important to organise your data in a way that makes sense for the user and to avoid cluttering the report or dashboard with unnecessary information. By organising your data, you can help the user quickly identify patterns and trends in the data.

4. Use colour effectively

Colour can be a powerful tool for conveying information in your report or dashboard. However, it's important to use colour effectively and not to overuse it. When using color, consider the purpose of the visualisation and the message you want to convey.

For example, you can use colour to highlight specific data points or to differentiate between categories. Additionally, you can use colour to draw attention to important information or to show trends over time. Choosing colours that are visually appealing and easy to distinguish from each other is important.


Creating reports and dashboards in Power BI can be a challenging task. However, by following the best practices and tips outlined in this article, you can create reports and dashboards that are efficient, visually appealing, and provide meaningful insights to your users. Remember to keep your reports simple, optimise your data model, use custom visualisations sparingly, utilise Power BI Embedded, and maintain security to ensure the success of your reporting solution.

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