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

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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 in Power BI by Evanjalin
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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 by pooja
• 6,670 points

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