Top 5 Things to Check Before Publishing Your Power BI Dashboard

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Before publishing a Power BI dashboard, it’s important to ensure that everything is in order to deliver accurate, efficient, and user-friendly reports.

1. Data Accuracy and Validation

• Verify Data Sources: Ensure all data sources are connected correctly and up-to-date.
• Check Calculations: Double-check all DAX measures and calculated columns for accuracy.
• Cross-Check Data: Compare the dashboard's data against source data or other reliable reports to confirm accuracy.

2. Performance Optimization

• Reduce Data Load: Limit the dataset to necessary columns and rows to optimize performance.
• Optimize DAX Queries: Refactor complex DAX queries to improve efficiency.
• Use Aggregations: Implement data aggregations to speed up the dashboard, especially when dealing with large datasets.

3. User Experience (UX)

• Design Consistency: Ensure that fonts, colors, and styles are consistent across the dashboard.
• Interactivity: Check that slicers, filters, and drill-downs work as intended, enhancing the user experience.
• Mobile View: If applicable, optimize the dashboard for mobile devices using the mobile layout view.

4. Security and Access

• Row-Level Security (RLS): Implement RLS if different users should see different data based on their roles.
• Data Sensitivity Labels: Apply sensitivity labels to protect sensitive data.
• Access Permissions: Verify that the correct individuals and groups have access to the dashboard, ensuring no unauthorized access.

5. Documentation and Descriptions

• Title and Descriptions: Ensure all visuals, pages, and measures are appropriately named and described.
• Tooltips: Use tooltips to provide additional context and insights without cluttering the dashboard.
• Report Documentation: Include a report overview or user guide to help users understand the dashboard’s purpose, data sources, and how to interact with it.

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