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Custom Visuals in Power BI: When and How to Use Them Effectively

This document provides great understanding of custom visuals in Power Bi and utilize them like a professional.

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Custom Visuals in Power BI: When and How to Use Them Effectively

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  1. Custom Visuals in Power BI: When and How to Use Them Effectively Power BI is one of the industry leaders in the space of business intelligence and data visualization, and provides powerful capabilities for transforming data into analyzed information. Power BI’s capability to use custom visuals is one of its most adaptable features. When and how to utilize custom visuals, can help elevate your reports from good to great. Understanding custom visuals is important in any type of analytics - finance, healthcare, marketing, and even supply chain analytics - learning how to utilize custom visuals effectively can fine-tune your storytelling, and provide your stakeholders with valuable meaning and actionable decision-making models. What is a Custom Visual in Power BI? Custom visuals are user-defined visuals or charts that can be imported into Power BI reports, or developed from inception using programming technologies such as TypeScript and D3.js. Power BI has a great selection of standard visuals: bar charts, line charts, maps, tables, etc. But custom visuals help extend those standard capabilities and can help with very specific reporting needs. Some types of specific reporting examples are: • Gantt charts for project tracking • Bullet charts for KPI tracking • Sunburst charts for hierarchical data • Chiclet slicers for intuitive filtering • Radar charts for multi-dimensional comparisons Why Would You Use Custom Visuals? Out of the box Power BI visuals will often meet most scenarios in most dashboards, but custom visuals will stand out when: • The standard charts simply do not tell your story the best • You want to chart something that requires a custom visualization format unique to certain industries and use cases • You want more interactivity and drill-through options • You want to use visuals that are engaging and user friendly that will set your report design

  2. apart By choosing to use custom visuals in addition to your standard visuals you add not just visual appeal to your report, but functional depth as well. When Should You Use Custom Visuals? Custom visuals can contain power, but overusing them can lead to poor report design. Here are a few suggestions for you of some reports and dashboards in which custom visuals may apply well. 1. Complex Hierarchical Data If you have data to represent that has more than one level of hierarchy (i.e., with levels such as categories, subcategories, and products), visuals such as Hierarchy Slicer, or Sunburst Charts, will be more intuitive than a standard table or matrix. 2. Performance Dashboards Custom visuals such as Bullet Charts, or KPI Indicators, provide a more concrete notion of performance standards than a basic visual. 3. Time Orientation. If you need to track a project, or are trying to manage timelines, visuals like Gantt Charts will deliver a perceptive view you will not get from a standard visual. 4. Advanced Filtering. Visuals like Chiclet Slicer offer greater flexibility and interactivity for filtering than defaults slicers. 5. Comparative Analysis When your need is to compare several metrics across different dimensions, custom visuals such as Radar Charts or Dot Plots help you essentially examine data capacity without substantial effort. These scenarios are often highly discussed in Power Bi Classes in Pune, because they examine what data is represented and how to select the most appropriate tools based on the desired report goal and audience requirements. How to Import and Use Custom Visuals in Power BI Using custom visuals in Power BI is an easy and stress-free process. Just follow these steps: 1. Assess Visual Performance Some custom visuals can degrade performance, particularly those including animations or those that have a lot of granular data. When testing with custom visuals, test with your ultimate data set to reduce substantial lags or rendering issues.

  3. 2. Be Consistent Do not use too many custom visuals on one report. Using a custom visual with a commonality of design allows you to keep a single visual language. 3. Be Cipher Certified If you are reporting to a broader audience or embedding reports into secure environments, make sure the custom visual is certified by Microsoft. 4. Informed Users Some custom visuals have differing interactions. Tooltips or user guides can be helpful for your end-user's ability to effectively use the custom visual. 5. Risk of Innovation and Clarity Do not create custom visuals for the sake of it. Ensure there is substantially more value using a custom visual above using the more simple, default options. The guidance of the content above has been discussed in detail in implementing project work using a Power Bi Course in Pune, assisting the learner in developing dashboards at an advanced but user-friendly level. Building Your Own Custom Visuals If your company has extremely specific needs, it is also possible to build your own custom visuals using the Power BI Developer tools and frameworks such as: • TypeScript • D3.js • Node.js This option can only be recommended for people that can develop full applications in any of these programming languages. Here, you'll be able to build visualizations that fully meet those niche business or branding specifications. This skill is typically taught as a part of an advanced module in Power Bi Training in Pune as it gives data professionals the ability to take Power BI to the limits of what is custom able. Everyday Examples of Uses for Custom Visuals Healthcare • Thermometer Gauge for patient's vital signs • Tornado Chart for comparing treatment effect Marketing • Word Clouds to display important keywords mentioned in customer comments • Timeline Slicers to compare performance of campaigns Finance • Waterfall Charts for breakdowns of income and expenses

  4. Supply Chain • Sankey Diagrams to visualize materials and processes flows • Mapbox which are Enhanced Scatter Charts for route optimization and tracking. Conclusion Custom visuals are more than just fancy visuals, it’s a huge piece to making bespoke, engaging, and impactful dashboards in Power BI. The ways you can utilize and implement custom visuals can push your reports of the edge, while providing even greater insights for your users. The challenge is knowing your audience, being able to align visuals with business goals and ensuring performance is always on the top of your mind. If you want practical and 'hands-on' experience with guidance from Industry Professionals, I would recommend registering for Power Bi Classes to learn and appreciate industry best practice, and use cases. Doing a structured Power Bi Course in Pune will ensure you know how to use the tool technically, or if you're interested in a structured learning environment with industry best practices, Power Bi Training would set you up perfectly to feel confident applying your new skills in any business. If can lead engaging Power BI visualizations, using custom visualisation as an art and science - you can turn every report into a compelling story your users will remember!

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