Part of the BI Blueprint design system

Dashboard UX Checklist

Review your Power BI report before publishing. Catch common issues and ensure a polished, professional result.

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Most important KPIs are prominently placed at the top or in focal areas

All visuals align to a grid; edges line up vertically and horizontally

Visuals have breathing room; page doesn't feel cramped or cluttered

Information flows in a natural reading pattern (top-to-bottom, left-to-right for Western audiences)

No awkward empty spaces; visual weight is distributed evenly

Layout still looks good when slicers change the amount of data shown

Report dimensions match the primary viewing context (16:9 for presentations, custom for embedded)

If users will view on mobile, a dedicated mobile layout is created

Users can easily find and move between pages (tabs, buttons, or bookmarks)

Users know which page they're on

Navigation appears in the same location on every page

Detail pages are accessible via right-click drill-through where appropriate

Users can easily return to the previous view

Custom tooltips provide additional context without cluttering the main view

Filter controls are clearly labeled and easy to use

All visuals use the same coordinated color scheme

A Power BI theme ensures consistency across all visuals

Colors convey meaning (e.g., red for negative, green for positive) consistently

Text is readable against backgrounds; data points are distinguishable

Palette works for colorblind users; not relying solely on color to convey information

Chart colors have been intentionally chosen, not left as Power BI defaults

All text is legible at the expected viewing distance

Same font family used throughout the report

Every visual has a descriptive title that explains what it shows

Axes are labeled clearly; abbreviations are explained if used

Values are shown directly on visuals where it aids understanding

Labels, titles, and legends aren't cut off or showing "..."

Currency, percentages, and large numbers use appropriate formatting

Same precision used for similar metrics throughout

Users know what time period the data represents; last refresh date shown

Grand totals and subtotals are appropriate for the measure type

Empty data shows meaningful messages, not errors or confusing blanks

Spot-checked key figures against source systems

Report renders in under 5 seconds; no slow visuals

Every visual earns its place; removed anything redundant

Visual interactions (cross-filtering/highlighting) behave as expected

Any saved bookmarks or views function correctly

At least one other person has reviewed the report

The dashboard has a defined purpose; users know why they're looking at it

The most important takeaways are immediately visible

Comparisons, targets, or benchmarks help users interpret the numbers

Users know what to do next based on what they see

Pro Tips

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Review on the device your audience uses — what looks good on your monitor may not work on a laptop

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Test with real data, not just sample data — edge cases reveal layout issues

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Get feedback from a non-technical user — if they're confused, simplify

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Schedule a final review 24 hours after you think you're done — fresh eyes catch more

Put it into practice

Download the free Power BI template to see these UX patterns applied in a complete dashboard.

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