• Case Study Introduction
• Strategic Thinking Process Framework to Report
Development
• How to create compelling PBI report
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CASE STUDY
INTRODUCTION
Case study on HR Analytics
The Great Resignation
Over the last two and a half years, the pandemic has changed how we think about work. Research by Microsoft and McKinsey highlight that today.
Companies are struggling to address the problem, and many will continue to struggle for one simple reason: they don’t really understand their employee base and why they are leaving.
Rather than take the time to investigate their workforce traits as well as the true causes of attrition, many companies are jumping to well-intentioned quick fixes that fall flat.
Sources: Forbes, McKinsey, Microsoft
The Contoso Corporation is a multinational business with its headquarters in Paris. The company is a manufacturing, sales, and support organization with more than 100,000 products.
Contoso’s C-level executives are concerned of the risk of the “Great Resignation” trend, they have asked your help them to get an end-to-end visibility on their employee base and any attrition insight.
The Deliverables
• A visual report of visualizations (Power BI report) that provide key insights in the dataset. Insights may include but not limited to headcount evolution over time, Job Positions, Male/Female Ratio, Full-Time vs Part-Time Ratio, Employees Age trends, Diversity and Inclusion trends as well as influencers of Attrition.
• Presentation to communicate key findings to the C-Level executives at Contoso to address their concerns.
Assumptions
Contoso’s data engineers have provided you access to the semantic models that pulls the data from all their system.
CASE STUDY
Head Count Data
Case study on HR Analytics
THINKING PROCESS
Report design in Power BI
User feedback
Business requirements
Information architecture
Data visualization
Typography
Report validation
Data validation
Technical requirements
Design requirements
User flows
Images & icons
User testing
Deployment & launch
Accessibility
User feedback
Business requirements
Information architecture
Data visualization
Typography
Report validation
Data validation
Technical requirements
Design requirements
User flows
Images & icons
User testing
Deployment & launch
Accessibility
USER FEEDBACK
Business/end users
Brainstorming
Requirement workshop
Focus group Surveys
Shadowing Other methods
Technical/solution providers
BUSINESS REQUIREMENTS
Define what the organization wants or needs to be able to achieve.
Business/end users
Technical/solution providers
Key indicators
Business processes
Problems to solve
TECHNICAL REQUIREMENTS
Define solutions for how each project need will be satisfied. These solutions are directly linked to one or more business requirements.
Business/end users
Technical/solution providers
Data Performance
Security Licensing
Interactivity/Authoring
DESIGN REQUIREMENTS
Define the UI and UX components that will be part of the report.
Business/end users
Technical/solution providers
Consumption
User preferences
Accessibility
PERSONA(S)
Layout type
Define user roles, preferences and tasks to design the report layout.
Monitoring
Characteristics
Analytical
User stories
Informative
INFORMATION ARCHITECTURE
By sales manager
Order detail
Sales pipeline
SALES OVERVIEW
Customer churn risk
Territory management
EXECUTIVE VIEW
By product
Sort through vast amounts of data to provide insight into the effectiveness of business processes.
Landing page
Market basket
Monica’s first task of the day consists of reviewing the status of all infrastructure modules and engage the right people if a high priority incident shows up
Is there a high priority incident?
Click on ‘more details’
Is a module showing red status?
Incident list
Drill-through
Describes the views and experiences of the path users take to accomplish a varied tasks or goals they have in mind.
Open infrastructure status report
Power BI Service
Page tooltip
Right click on incident to see the technician info
Review the trend of each module over time
Send an email
Navigation
Brings uniformity to all elements and proper spacing to encourage consistency across all views.
Add some details and structure to your ideas, reuse patterns and create pages on top of your user flows so you’ll not leave anything behind.
COVID Vaccine Community Tracker
Call details Support quality Last 15 Days
Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum
5 83% 66 542 3%
Call Volume by Status Over Time
03/30/2021 – 04/12/2021
Handled 200
Service Level
Lorem ipsum
03-30 03-31 04-01 04-02 04-03 04-04 04-05 04-06 04-07 04-08 04-09 04-10 04-11 04-12
Avg Handle Time
760 100% 740
80%720yAverage
60% 40% 20%
700 680 660 640 620
03-30 03-31 04-01 04-02 04-03 04-04 04-05 04-06 04-07 04-08 04-09 04-10 04-11 04-12
03-30 03-31 04-01 04-02 04-03 04-04 04-05 04-06 04-07 04-08 04-09 04-10 04-11 04-12
DATA VISUALIZATIONS
Who is the audience?
What will they need to do?
Is the visual efficient answering the question or wanting a question to be formulated?
How quickly?
Data visualization is the graphical representation of information and data, intended to help identify patterns, trends and outliers.
How is the dimension behaving?
What data is used as primary dimension?
Change over time
Distribution
Part of whole
Correlation
TYPOGRAPHY
Font family
TYPE STYLE
Visual title, navigation buttons
Use font sizes properly, try to follow your guidelines and keep it simple. The best visual hierarchies lead users to take the action confidently.
10 Total (semi-auto), grand total (semi-auto), decomposition tree data labels, navigation buttons (selected), Text-box title (small)
9 Primary axis, category labels, values, row headers, items, question field, Q&A card, filter card, Text-box
Total data labels, card category label, multi-row card title, subtotals, slicer header
Body Regular
Caption small
Secondary axis, visual legend, data labels, conversion rate label, detail labels, target, multi-row card category label, tree header title, restatement, filter pane header, Text- box subtitle
Background
Color increases brand recognition, improves data readability, informs, engages and increases participation when it is used correctly.
Custom palette
Accessibility
IMAGES & ICONS
Units sold
New customers
24% less than last month
12% more than last month
Use of icons and images is strongly influenced by context, culture and layout that you use. Keeping a consistent theme is key.
Welcome back, the latest report updates, new features, and visuals,
and get the most of your dashboard experience.
ACCESSIBILITY
Screen readers
Functionality
Accessible design benefits everyone. The more accessible a product is, the more usable it will be for everyone.
EnChroma® Color Blind Test | Test Your Color Vision
Autistic spectrum
Low vision
Color/ Contrast
Physical or motor disabilities
Functionality
Functionality
Color-blindness
Color/ Contrast
THE FINAL STEP
Report validation
User testing
Deployment
Data validation
Step 1 – Information Architecture
Explore Report Designs
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Page navigation and bookmark buttons Drill Through
Bookmarks Bookmark Navigation
Visuals powered by AI Smart Narrative
Customise Tooltips Report Page Tooltips
Tell a Story with your Data – Embed Power BI in PowerPoint
Header Tooltips
Design effective reports in Power BI – Learn | Microsoft Docs
Power BI Design Bookmarks Playlist by Guy in a Cube bi channel
Coolors.co
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