Continuously Improving User Experience

Improve User Experience
Improve User Experience

In the day to day operations of businesses speed of delivery, cost effectiveness, and satisfaction of outcome is a trifecta of challenges we run against as report authors. Picking and choosing what parts to deliver, and when, determines the overall success of a given report. However, we typically can’t do all at the same time. As a result, we need to keep in mind that there should be a process or cycle of continuous improvement to ensure we are making the biggest impact to the business. In this episode we dive into these areas and more to discuss how to improve upon our solutions and what tips & tricks you can use to ensure you are continuously improving user experience.

Ways to Improve User Experiences

A few ideas that we mull over and explore in depth are how do you elicit or collect the feedback that would prompt you as the report author to understand what areas you could improve upon. Are you performing surveys? Are you analyzing or generating reports off the metrics that you have access to via the Power BI Service to understand usage. Are you tracking and managing against the overall influx of requests or tickets and are those going down as you solve problems? Are there tools that would help you dive deep into the tracking and dependencies of a report? We answer all these and more so be sure to check out our conversation.




  • Build training for the report 
  • Have a road show for the report 
  • How do you measure educating users on reports 
  • Quarterly report surveys 
  • Number of people filling out survey 
  • Usage of report 
  • How many people are asking for access? 
  • Is the 30 day usage views, Active users  


  • Add a tab to explain how to use portions of the report 
  • Build an index report for use in Apps 
  • Focus on areas of the business the use Power BI the most and least 
  • Have open feedback sessions 

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  1. Hi! That’s a really cool list of helpful tips. I really like the idea behind “Add a tab to explain how to use portions of the report”, but I’m not sure what the best way of doing that is? Do you have any examples?


  2. This was a great discussion – thank you! A few things I’ve found helpful are:

    1. Developing a training portal (e.g., in SharePoint) covering core Power BI skills (filters pane, cross-filtering, hierarchy navigation, reset to default, bookmarks, etc.)
    2. Having an informational overlay available on each Power BI report page (via a button tied to a bookmark) that guides the user on how to interact with the visuals, suggestions for how to conduct an analysis, etc. I usually build the overlay outside of Power BI and save as an image and then add links to topics in the SharePoint training portal with invisible buttons on top of the image (this design requires careful layering and “Maintain layer order” turned on for all the visuals in the informational overlay group). Finally, I occasionally also record mini instructional videos that I save as a gif and then display as part of the overlay(

    The area I still struggle with is finding that balance between not having too many visuals on the page and creating data exploration opportunities via cross-filtering. In my work, I am tasked with building self-service insights and analytics reports, so I tend to try to have a summary page that has limited visuals and then more detailed pages that are designed for data exploration, and thus a bit more visually heavy. I also always try to show the main story on the page and supplement with details via tooltip pages …but I definitely struggle with finding that balance.

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