Practice

Test your eye.

Ten real Power BI visuals built from the HR data, each with problems in it. Look, decide what you'd fix, then open the answer.

How to use this page

Look, decide, then open the answer.

  1. Look for five seconds. Can you say the message out loud? If not, that's the first problem.
  2. List what you'd fix. Most visuals here have three to five problems. Write them down before you peek.
  3. Open the answer. Each problem names the rule it breaks, with a link to that rule, and the fixed version is underneath.

Every number comes from the HR Dataset: 301 employees, hired 2006-2016. 102 have left (34%), counting voluntary exits and terminations for cause.

Exercise 1 · Titles

A pay chart, straight from the Fields pane.

This visual is headed for a presentation page about pay. What would you fix?

Default column chart titled Average of Pay Rate by Department. Six blue columns in alphabetical order with two-decimal labels such as 31.90 and 80.00, gridlines and axis titles.
What would you fix? List every problem before you open the answer.
Show the answer: five problems
  1. A field-name title. "Average of Pay Rate by Department" names the data, not the finding. Rule 15, Titles.
  2. Alphabetical order. The ranking is the point, and alphabetical order hides it. Rule 9.
  3. No unit, two decimals. "31.90" of what? Dollars an hour, to one decimal. Rule 14.
  4. Labels and an axis. They say the same thing twice, and the axis titles repeat the chart title. Rule 11.
  5. Nothing to look at. Every column is the same blue. Rule 4.

Fixed: sorted, in dollars, with the two departments the title compares in colour. Executive Office is one person, and the subtitle says so.

Sorted bar chart titled Sales pays $55.5 an hour on average, more than twice Production's $23.1. Sales in blue, Production in light blue, the rest grey.
Exercise 2 · Pie and donut

Where do hires come from? Try reading it from this.

The question is which hiring sources bring in the most people. What would you fix?

Pie chart titled Count of Employee Source by Employee Source with 22 slices in many colours, no labels, and a legend listing all 22 sources.
What would you fix?
Show the answer: four problems
  1. 22 slices. Nobody can rank angles that small. A pie works for two or three parts of a whole. Pie and donut charts, Rule 3.
  2. A 22-item legend. The reader's eye goes back and forth between slice and key for every source. Rule 10.
  3. 22 colours that mean nothing. Colour should point at the answer. Rule 4.
  4. No numbers and a field-name title. The reader can't tell that the top two sources bring in 60 people. Rule 15.

Fixed: a sorted bar of the top eight, with the other 14 sources grouped at the bottom, where "other" always goes.

Sorted bar chart titled Referrals and diversity job fairs brought in a fifth of all hires: 60 of 301. Employee Referral 31 and Diversity Job Fair 29 in blue, six more sources in grey, and Other 14 sources 117 at the bottom.
Exercise 3 · Callouts

The chart is fine. What about the text box?

A presentation page about hiring sources. It shows sources with at least 10 hires, so no rate rests on one or two people. What would you fix?

Presentation page with a bar chart titled Turnover Rate by Employee Source, Employee Referral in blue at 12.90%, and a text box at the bottom headed Insights in orange saying the chart shows the turnover rate for each employee source.
What would you fix?
Show the answer: five problems
  1. The callout describes the chart. "This chart shows…" adds nothing. A callout says what it means and what to do. Callouts.
  2. It's far from the evidence. It sits in a wide box under the chart, away from the referral bar it should explain. Put it beside that bar. Callouts.
  3. Its colour doesn't match. The heading is orange, the highlighted bar is blue, so nothing links words to data. Rule 16.
  4. No comparison. Is 12.90% good? The company rate (34%) belongs on the chart. Rule 5.
  5. A label title and two-decimal rates. Titles, Rule 14.

Fixed: the title states the finding, a dashed line shows the company rate, and the callout sits next to the referral bar in the same blue.

Bar chart titled Only 13% of referral hires left, vs. 34% across the company, with a company line at 34%. Beside the Employee Referral bar, a blue callout: Hire more through referrals. They bring in more people than any other source (31), and only 4 have left. Search engines brought in 25, and 15 left.
Exercise 4 · Cards

Four cards, four numbers, no story.

The top row of a turnover dashboard. What would you fix?

Four default Power BI cards: 102.00 Sum of Left Company, 0.34 Average of Left Company, 30.72 Average of Pay Rate, 301 Count of Position.
What would you fix?
Show the answer: four problems
  1. Field names as labels. "Sum of Left Company" tells the reader a machine made it. Rule 15, Cards.
  2. Wrong formats. 102.00 people, and a rate shown as 0.34 instead of 34%. Rule 14.
  3. No comparison. 34%: up or down? Better or worse than what? Rule 5.
  4. Cards that don't serve the question. Two cards show the same fact (102 left, 34% left), and headcount answers nothing about turnover. Three cards are plenty. Cards.

Fixed: three cards, plain labels, each with a comparison. Only the gaps are coloured, with an arrow so colour isn't the only cue.

Three cards: Turnover rate 34%, 102 of 301 employees left; Left in 2015 26, up 12 vs. 2014; Production turnover 40%, up 6 pts vs. company.
Exercise 5 · Presentation or dashboard

A good dashboard. Is it the right page for the meeting?

This page goes on the screen at the quarterly leadership meeting, where the group has ten minutes to decide what to do about turnover. As a dashboard, nothing on it is wrong. What would you change?

Dashboard titled Turnover: who is leaving? with three cards, a bar chart titled Which departments lose the most people? and a right rail of three slicers with a Clear all slicers button.
What would you change for this audience?
Show the answer: four problems
  1. The wrong page type. Leaders deciding in ten minutes need one answer, not a tool to explore. Rule 1, Presentations vs. dashboards.
  2. A question for a title. Right for a dashboard, wrong here: state the answer, with a number and a comparison. Titles.
  3. Slicers. Someone will filter mid-meeting and the numbers on screen will change under the discussion. A presentation page has none. Presentations vs. dashboards.
  4. No "so what". Nothing tells the room what to do, and three cards compete with the chart for the one message. Rule 2, Callouts.

Fixed: the presentation version, with an action title, one chart, a takeaway, and the source and date.

Presentation page titled Production loses 40% of its staff, three times the rate in Sales, with a sorted bar chart, a takeaway box Fix Production first, and a source and date footer.
Exercise 6 · Colour

Do low performers leave more? The colours won't tell you.

Turnover by performance score. What would you fix?

Column chart titled Turnover Rate by Performance Score. Seven columns in seven theme colours with a legend, in alphabetical order from 90-day meets to PIP, with two-decimal labels.
What would you fix?
Show the answer: five problems
  1. Seven colours that mean nothing. Grey everything, then colour the scores the title is about. Rule 4.
  2. A legend that repeats the axis. The names are already under the columns. Rule 10.
  3. A rating scale in alphabetical order. "Exceeds" sits between "90-day meets" and "Exceptional". Use the scale's own order. Rule 9.
  4. False precision. 53.33% rests on 15 people, and 44.44% on 9. Round to whole percentages and say how small the groups are. Rule 14.
  5. A field-name title. Rule 15.

Fixed: best rating to worst, low ratings in blue, and the two "too early" groups combined (26 of 68 left, 38%).

Bar chart titled Half of low-rated staff left (12 of 24), vs. a third of those rated Fully Meets. Scores in order from Exceptional 0% to PIP 44%, with Needs Improvement 53% and PIP in blue, and Too early to rate 38% in grey.
Exercise 7 · Clutter

Hires per year, with everything switched on.

What would you remove, and what would you add?

Column chart titled Count of Date of Hire by Hire Year with a dark border, gridlines, both axis titles, a one-item legend, and labels such as 84.00 on blue columns from 2006 to 2016.
What would you fix?
Show the answer: five problems
  1. Ink that carries no data. The border, gridlines, both axis titles and a one-series legend. Rule 6.
  2. Labels and an axis. Keep the labels, drop the axis. Rule 11.
  3. "84.00" hires. People come in whole numbers. Rule 14.
  4. A field-name title. Rule 15.
  5. No emphasis. The 2011 peak is the story; colour it. Rule 4.

Fixed: only the data and its labels remain. The subtitle warns that 2016 is a part year that includes future starts.

Column chart titled Hiring peaked at 84 in 2011, and no year since has topped 60. The 2011 column in blue, the rest grey, with whole-number labels and no axis or gridlines.
Exercise 8 · Axes

Women leave far more often. Or do they?

Look at the bar heights, then at the numbers on them. What would you fix?

Column chart titled Turnover Rate by Sex with the axis running from 33.84% to 33.92%. Female at 33.91% looks nearly four times as tall as Male at 33.86%.
What would you fix?
Show the answer: three problems
  1. The axis doesn't start at zero. Someone set its minimum to 33.84%, so a 0.05-point gap looks like a near four-to-one difference. Bar length must be proportional to the value. Rule 8.
  2. Two decimals. They invite the reader to see a difference that doesn't matter. Rule 14.
  3. The title misses the finding. The finding is that there is no gap. Say so. Titles.

Fixed: bars from zero, the counts behind each rate, and a title that states the finding.

Bar chart titled Women and men leave at the same rate: 34%. Two equal grey bars, with the subtitle 59 of 174 women and 43 of 127 men left.
Exercise 9 · Sorting

Pay bands in the wrong order hide a clean pattern.

Turnover by hourly pay band. What would you fix?

Column chart titled Turnover Rate by Pay Band with bands in alphabetical order: $20 to $29/hr 38.81%, $30 to $44/hr 28.57%, $45+/hr 20.27%, Under $20/hr 40.28%.
What would you fix?
Show the answer: four problems
  1. Text sorted as text. Power BI sorts "Under $20/hr" after "$45+/hr", so the lowest band ends up last and the pattern breaks. Sort by a band-order column. Rule 9.
  2. A label title. The finding is that turnover halves from the lowest band to the highest. Titles.
  3. No emphasis. Colour the two bands the title compares. Rule 4.
  4. Labels, axis and two decimals. Rule 11, Rule 14.

Fixed: lowest pay to highest. In Power BI, add a Pay Band Order column (1-4), select Pay Band, and use Column tools > Sort by column > Pay Band Order.

Column chart titled The lowest-paid leave twice as often: 40% under $20 an hour, 20% at $45 or more. Bands in order from Under $20/hr in blue to $45+/hr in light blue.
Exercise 10 · Formatting

A recruiting budget to the cent.

One year of recruiting spend by source. What would you fix?

Column chart titled Sum of Total by Source with 14 blue columns in alphabetical order, truncated names such as Bill… and Care…, and labels such as $10,980.00 that crowd each other.
What would you fix?
Show the answer: five problems
  1. Cents on a budget. "$10,980.00" is seven digits where three do the job: $11.0K. Rule 14.
  2. Truncated names. Long category names belong on a bar chart, where they read across. Rule 3.
  3. Alphabetical order. Rule 9.
  4. Labels and an axis, both in cents. Rule 11.
  5. "Sum of Total by Source". Rule 15.

Fixed: sorted bars in thousands, with the two biggest costs in blue. Together they are $21.0K of the $84.5K spent.

Sorted bar chart titled MBTA ads and diversity job fairs take a quarter of the recruiting budget. MBTA ads $11.0K and Diversity Job Fair $10.0K in blue, twelve other sources in grey down to Professional Society $1.2K.
Rewrite the title

Five field-name titles. Write the finding instead.

Each of these is a title Power BI writes for you. Using the fact given, write an action title: who or what, what happened, the number, and compared with what. Then open the model answer.

"Count of Employment Status by Employment Status". Fact: 102 of 301 employees have left, 88 of them by choice.

Model answer: "A third of employees have left, and most of them chose to go: 88 of 102"

It gives the size (a third), the split that matters (voluntary), and both numbers.

"Count of Reason For Term by Department". Fact: 14 people left unhappy and 11 for more money, all of them in Production.

Model answer: "All 25 people who left unhappy or for more money worked in Production"

"All" is the finding. It points straight at where to act.

"Sum of Left by Term Year and Department". Fact: IT/IS lost 7 people in 2015 and none in 2014.

Model answer: "IT/IS lost 7 people in 2015, after none in 2014"

A change over time needs both ends of the change in the title.

"Sum of Left by Employee Source". Fact: 25 people were hired through search engines and 15 of them have left.

Model answer: "15 of the 25 people hired through search engines have left, nearly twice the company rate"

60% against the company's 34% is the comparison that makes the number mean something.

"Count of Date of Hire by Department". Fact: Production employs 208 of the 301 people.

Model answer: "Production employs 208 of 301 people, so its turnover drives the company's"

The second half is the "so what": why a reader should care about headcount on a turnover report.

Checklist

Run this before you share any page.

Each line is one question. If the answer is no, the rule beside it shows the fix.

CheckAsk yourselfRule
Page typeIs this page presenting one point, or for exploring?1
One messageCan I say the page's point in one sentence without "and"?2
TitleDoes it state the finding, with a number and a comparison? (On a dashboard: a question, a plain description or a dynamic title.)Titles
Chart typeDoes the chart fit the comparison? No pie past three slices, no gauges, no radial or 3D.3, 19
ColourIs everything grey except the point? Does each colour mean the same thing on every visual?4, 16
ComparisonDoes every number have a target, prior period or benchmark beside it?5
ClutterHave borders, gridlines, legends and decimals that don't inform been turned off?6
Reading orderIs the answer in the top left, then the charts, then the detail?7
AxesDo bars start at zero? Any second axis?8
SortSorted by value, or by the categories' natural order?9
LabelsAre series labelled on the chart? Labels or an axis, not both?10, 11
LayoutAre edges aligned and gaps equal? Is the main visual the biggest?12, 13
Numbers$3.4M, not $3,412,887? Zero or one decimal on percentages? Units stated?14
WordsAny field names left in titles, axes, legends, slicer headers or tooltips?15
AccessibilityDoes every status have a sign or arrow as well as a colour? Is text at least 4.5:1 contrast? Alt text on each visual?17
TypeOne font, three sizes, left-aligned, sentence case, nothing under 10 pt?18
SlicersGrouped on one edge, with plain headers, never top left?20
FrameSubtitle with units? Source and as-of date in the footer?21
StoryRead only the page titles, in order. Do they tell the story, answer first?22
Five secondsShow the page to someone for five seconds. Can they say the point out loud?Titles