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@PowerBI - Ir - Data Viz Cheat Sheet

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0% found this document useful (0 votes)
8 views17 pages

@PowerBI - Ir - Data Viz Cheat Sheet

Uploaded by

mhpmbok
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Bar / Column Chart

Good to know

Description
Compare values across categories (horizontal or
vertical).

When to use:
When comparing absolute differences (e.g., sales
by region).

When not to use:


When comparing trends over time – use a line chart
for that.

© Jasmin Simader
Line Chart

Good to know

Description
Show data trends over time.

When to use:
For time series (e.g., monthly revenue).

When not to use:


For purely categorical comparisons.

© Jasmin Simader
Pie / Donut Chart

Good to know

Description
Show percentage parts of a whole.

When to use:
With few categories (2–5).

When not to use:


With too many categories – hard to read.

© Jasmin Simader
Area Chart

Good to know

Description
Like a line chart but with filled areas.

When to use:
To emphasize volume or cumulative data.

When not to use:


With many categories – gets messy.

© Jasmin Simader
Stacked Bar / Column Chart

Good to know

Description
Show totals and segment contributions in a single
bar.

When to use:
To show part-to-whole relationships within
categories.

When not to use:


When comparing individual segment sizes.

© Jasmin Simader
Clustered Bar / Column Chart

Good to know

Description
Group bars side by side for each category.

When to use:
To compare multiple categories across the same
axis.

When not to use:


With too many series – can get cluttered.

© Jasmin Simader
Map Visuals

Good to know

Description
Visualize geographic data.

When to use:
For data with geographic context (e.g., sales by
country).

When not to use:


For non-geographic data.

© Jasmin Simader
Scatter Chart

Good to know

Description
Plot two quantitative variables to show correlation.

When to use:
To highlight relationships and outliers.

When not to use:


For categorical data.

© Jasmin Simader
Funnel Chart

Good to know

Description
Show progress through defined steps (e.g., sales
funnel).

When to use:
For processes with clear stages.

When not to use:


For general comparisons.

© Jasmin Simader
Card / KPI Visual

123

Good to know

Description
Highlight a single key metric (KPI).

When to use:
For important figures like revenue, profit, etc.

When not to use:


When comparing multiple KPIs.

© Jasmin Simader
Table / Matrix

Good to know

Description
Show detailed data in a grid.

When to use:
When detail is needed (e.g., financial reports).

When not to use:


For high-level overviews – can be overwhelming.

© Jasmin Simader
Treemap

Good to know

Description
Show part-to-whole relationships with nested
rectangles.

When to use:
To visualize proportions within hierarchies.

When not to use:


When exact comparisons are needed.

© Jasmin Simader
Waterfall Chart

Good to know

Description
Show incremental changes step by step.

When to use:
For breakdowns (e.g., profit analysis).

When not to use:


For data without sequential steps.

© Jasmin Simader
Decomposition Tree

Good to know

Description
Drill down to see contributions and root causes.

When to use:
For detailed drilldowns and root-cause analysis.

When not to use:


For simple overviews.

© Jasmin Simader
Slicer

Good to know

Description
Interactive filter for dashboards.

When to use:
To let users dynamically filter data.

When not to use:


In static reports.

© Jasmin Simader
Q&A Visual

Good to know

Description
Users can ask questions in natural language.

When to use:
For ad-hoc, exploratory analysis.

When not to use:


If users are unfamiliar with it.

© Jasmin Simader
Smart Narrative

Good to know

Description
Automatically generated text insights.

When to use:
When you want automated commentary.

When not to use:


When you need customized explanations.

© Jasmin Simader

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