Session

Why Your Reports Aren't Being Used - And How to Fix It

The problem: we expect everyone to adapt and be able to analyze and explore our visualizations. The reality: you’re forcing end-users to adapt to the viz rather than adapting it to their needs.

Key Meeting Insights:
You need to know your audience when building a dashboard. Think about:
-- What does your audience do? What is their role?
-- Why are they coming to you? What do they need?
-- What drives the decisions they make?
Your visuals should behave like text does: context is key.
-- Is the visual help driving the decision? If it’s just nice to look at- then take it out.
-- Everything in a dashboard should help drive a decision.
-- Where can things go wrong in a dashboard?
-- Too much focus on visuals and not on context.
-- Don’t go too broad with your dashboard, have an audience in mind.
-- Understand that not everyone is analytically minded.
How can you win over dashboard users?
-- Do a discovery phase and interview stakeholders in advance.
--Understand their current state and get an idea of their ideal outcome
-- Know what you need to show in advance- what are the requirements
-- How are they going to use the data?
-- Sandbox and version- test out your dashboards in advance. Show all stakeholders how to use and interact with the dashboard. Get feedback and make edits.

Tommy Puglia

Power BI Microsoft MVP

Chicago, Illinois, United States

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