Hi, @Aryna
Your QuickBooks Power BI report does an excellent job with layout settings and visualization selection.
In your report, first, use simple numbers and percentages to present key financial indicators to ensure that the information is clear at a glance. Filter options, such as accounting methods, date ranges, and categories, increase the flexibility and operability of your data.
Second, in addition to bar and pie charts, line charts are used to show trends in revenue and expenses, providing a more comprehensive view of financial analysis.
My suggestions for improvement are as follows:
1.First, add interactive elements, such as showing details on mouse hover, or clicking on a chart section to filter and drill into data to improve the user experience.
Create report tooltip pages in Power BI - Power BI | Microsoft Learn
Set up drillthrough in Power BI reports - Power BI | Microsoft Learn
2.Second, add some notes or markers to the revenue and expense trend chart to point out important financial events or anomalies to help users better understand the data.
Add comments to dashboards and reports - Power BI | Microsoft Learn
Overall, your report is excellent in terms of layout settings and visualization selection, ensuring that the information is comprehensive and legible. Continuing to maintain this design style will be of great help to your financial analysis work!
Of course, if you have any new ideas, you are welcome to contact us.
Best Regards,
Leroy Lu
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