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Power BI Visuals: Choosing the Right Chart for the Right Insight

Power BI Visuals: Choosing the Right Chart for the Right Insight




1. Bar/Column Charts


  • Use When: Comparing categories side by side.
  • Best For: Sales by product category, profit by region.
  • Tip: Use bar charts for long category names and column charts for time-based data.


2. Line Charts


  • Use When: Tracking trends over time.
  • Best For: Revenue growth over months, website traffic over days.
  • Tip: Add markers to emphasize specific data points like peaks or dips.


3. Pie/Donut Charts


  • Use When: Showing parts of a whole.
  • Best For: Market share distribution, budget allocation.
  • Tip: Avoid more than 5 slices; consider alternatives for complex data.


4. Combo Charts (Line and Bar)


  • Use When: Showing two different types of data with one shared axis.
  • Best For: Comparing revenue (bars) vs. profit margin (line).
  • Tip: Use contrasting colors for clarity.


5. Scatter Charts


  • Use When: Analyzing relationships between two variables.
  • Best For: Sales vs. customer age, marketing spend vs. conversions.
  • Tip: Use size and color to represent additional dimensions like profit or region.


6. Treemaps


  • Use When: Showing hierarchical data with proportional sizes.
  • Best For: Product portfolio contribution, regional sales breakdown.
  • Tip: Best for a quick overview; less effective with too many small segments.


7. Funnel Charts


  • Use When: Displaying a sequential process or pipeline.
  • Best For: Sales funnel, recruitment process.
  • Tip: Ensure the process is linear and stages are clearly defined.


8. Gauge Charts


  • Use When: Showing progress toward a target.
  • Best For: KPIs like sales targets, budget utilization.
  • Tip: Use sparingly to avoid clutter and focus on a single metric.


9. Card Visuals


  • Use When: Highlighting key metrics.
  • Best For: Total revenue, number of customers, average order value.
  • Tip: Ideal for dashboards needing quick-glance insights.


10. Maps (Basic, Filled, and ArcGIS)


  • Use When: Displaying geographic data.
  • Best For: Sales by country, store locations, population density.
  • Tip: Use filled maps for regional comparisons and bubble maps for pinpoint locations.


11. Matrix/Table


  • Use When: Displaying detailed data in rows and columns.
  • Best For: Financial statements, itemized sales reports.
  • Tip: Use conditional formatting to highlight key data.


12. Slicers


  • Use When: Allowing users to filter data interactively.
  • Best For: Date ranges, category filters.
  • Tip: Use dropdown slicers to save space on the dashboard.


13. KPI Visuals


  • Use When: Comparing actuals to targets.
  • Best For: Monthly sales vs. target, customer satisfaction score.
  • Tip: Combine with trend indicators for a complete performance overview.


14. Waterfall Charts


  • Use When: Showing how an initial value is affected by sequential positive or negative changes.
  • Best For: Profit breakdown, cost analysis.
  • Tip: Highlight the net total for better comprehension.

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