What are best practices for designing dashboards with mobile device optimization in mind

+1 vote
What are best practices for designing dashboards with mobile device optimization in mind?

In our BI project, dashboards are heavily accessed via mobile devices, and we’re facing issues with usability and responsiveness. I’m looking for best practices to design Power BI dashboards optimized for mobile devices, including layout adjustments, visual choices, and testing approaches.
Nov 20, 2024 in Power BI by Evanjalin
• 19,000 points
137 views

1 answer to this question.

0 votes

This is a human response to your question.

  • In order to properly optimize Power BI dashboards for mobile devices, it is essential to pay attention to issues such as layout, visual content, and interactivity, among others, in order to provide the user with a good experience. To begin with, I recommend using the Mobile Layout within the Power BI Desktop application, as you will be able to create a separate layout geared towards the viewing of the dashboard on mobile devices. Based on the mobile screen size, the most appropriate visuals that will at least convey the meaning of the key metrics and KPIs that can be easily integrated will be cards, bar graphs, and line charts, among others. Please do not overdo it by trying to display more than one or two visuals, as a clean design is easy to read and engage with.

  • Be sure to make your visuals dynamic by activating the Responsive Visuals option so that charts and visuals size up or down to screen dimensions and context are preserved. Add layers of detail by using bookmarks and drill-through options instead of crowding the primary view. Furthermore, remember that designing for mobility means that all navigational features, such as slicers, buttons, and so on, need to be large enough for easy tapping.

  • Testing should be the last step, and this stage involves testing the dashboards across various mobile devices for responsiveness, functionality, and readability. This includes iOS and Android platforms, but it also considers different screen sizes. This is done by collecting users’ feedback to highlight the problems experienced and continuously making improvements. Thus, with a focus on straightforwardness, adaptability, and effectiveness, it is possible to present mobile dashboards that are functional to the users.
answered Nov 20, 2024 by pooja
• 16,780 points

edited 6 days ago
+1 vote

Essentials for designing Power BI dashboards optimized for mobile devices include having thorough thoughts about end-user usability as well as responsiveness. Here are some best practices worth keeping in mind:

Simplified Layout—Mobile screens are, of course, much smaller than desktops. Hence, it becomes quite important to have the flexibility of housing critical metrics and minimizing clutter: Fewer visuals per page make it evident what data should be shown. Use a vertical layout with clear sections to ease scrolling. Keep in mind that the design will automatically resize based on the device. Still, unnecessary overcrowding on the mobile interface is different from having too much data or too many visuals.

Responsive visuals: visuals- Only some visualizations are good for mobile usage. Bar charts, line graphs, or KPI indicators will do the trick, while complex tables or detailed multi-row charts are most likely to be hard to read on smaller screens. Include responsive visuals with flexibility with the size of the screen. Make use of Mobile-optimized templates of Power BI and the mobile layout view for correct visual arrangements concerning mobile screens.

Use of Slicers and Filters: "Slicers, or filters for that matter, should tend towards being intuitive and easy to interact with on touch. For mobile, these should be videos or list slicers rather than slicers containing many filters that require multi-clicks. Filters must also be visible but manageable so that a user can easily access them without feeling swamped by options.

Testing Across Devices:

  1. Test the dashboard on several devices (smartphones and tablets) with varying screen sizes and resolutions.
  2. Have a look at how your report will appear on different devices with the Power BI mobile app preview.
  3. Make sure the text is readable, buttons can be tapped easily, and important insight can be seen without zooming or excessive scrolling.

Performance Optimization: Although mobile users usually use devices with lower specifications, they can be on slothful networks. Thus, avoid heavy computations and complex visualizations, as these can add to the load and run slow on a mobile device. Apply aggregation in data storage and keep the mode lite. Optimize DAX measures and queries for faster load time.

Interactivity: Touch is the primary means through which mobile users interact, so build dashboards with huge buttons to click, drag action, and filter interaction. These actions should be big enough for a touch input and give the user instant feedback.

By following these design principles and continuously testing, one can ensure that one's Power BI dashboards are well optimized for mobile access and also provide cross-platform touch points for completion of the application.

answered Nov 27, 2024 by pooja
• 16,780 points
Great insights on mobile optimization! Ensuring a clean layout, responsive visuals, and smooth interactivity truly enhances the user experience.
0 votes
Optimizing Power BI dashboards for mobile should be done using the mobile layout view, with particular prioritization for important KPIs. Other optimization opportunities include limiting visuals on a page, using a card visual for easy readability, leaving a lot of spacing for touch capability, and testing using many screen sizes.
answered Feb 13 by anonymous
• 2,780 points

edited 6 days ago

Related Questions In Power BI

0 votes
0 answers
0 votes
0 answers

What are the best practices for creating responsive layouts and custom themes in Power BI reports?

What are the best practices for creating ...READ MORE

Oct 14, 2024 in Power BI by anonymous
• 19,000 points
271 views
0 votes
0 answers

What are your best practices for managing code modularity and reusability in Power Query and DAX?

What are your best practices for managing ...READ MORE

Oct 30, 2024 in Power BI by Evanjalin
• 19,000 points
162 views
0 votes
1 answer

What are the best practices for handling many-to-many relationships in Power BI without affecting performance?

Bridge Tables: Create a bridge table to ...READ MORE

answered Dec 30, 2024 in Power BI by Vani
• 3,440 points

edited 6 days ago 151 views
0 votes
1 answer

Which one should I choose Tableau or Power BI?

Hi Grim, Both the BI tools - Tableau ...READ MORE

answered Apr 6, 2018 in Tableau by ghost
• 1,800 points
1,274 views
0 votes
1 answer

How to load file to Excel Power query from SFTP site

Currently, I don't think there is a ...READ MORE

answered Dec 3, 2018 in Power BI by Upasana
• 8,620 points
3,851 views
0 votes
1 answer

Bar chart : Arranging in descending order using data from another chart

Select treemap.  Make it active.  Turn on Visual Interactions ...READ MORE

answered Feb 8, 2019 in Power BI by Upasana
• 8,620 points
1,027 views
0 votes
1 answer

How to refresh a gateway running on Azure VM?

You can easily resolve this error by ...READ MORE

answered Jun 10, 2019 in Power BI by Avantika
• 1,520 points
1,396 views
+2 votes
2 answers

What are the best practices for creating calculated columns versus measures in Power BI?

Use Calculated Columns for Static Row-Level Calculations. ...READ MORE

answered Oct 21, 2024 in Power BI by pooja
• 16,780 points
195 views
+2 votes
2 answers

What are the best practices for creating responsive layouts and custom themes in Power BI reports?

Designing and Developing Custom Themes and Responsiveness ...READ MORE

answered Oct 22, 2024 in Power BI by pooja
• 16,780 points
354 views
webinar REGISTER FOR FREE WEBINAR X
REGISTER NOW
webinar_success Thank you for registering Join Edureka Meetup community for 100+ Free Webinars each month JOIN MEETUP GROUP