Complete index

Every entry in the knowledge base — components, visualizations, interactions, page patterns, templates, guidelines, restrictions and glossary terms.

235 results

Type

Implementation

User goal

Data relationship

Complexity

CardComponent

Show one or more high-priority measures with optional reference labels and supporting values.

Native Power BIRecommendedBasicLive example
KPI visualComponent

Communicate progress toward a measurable target, often with trend context.

Native + ConfigurationUse with cautionIntermediateLive example
GaugeComponent

Show progress of one measure within a meaningful minimum–maximum range.

Native + ConfigurationRecommendedIntermediateLive example
Scorecard / MetricsComponent

Track structured business goals, owners, status and progress.

Native + ConfigurationUse with cautionIntermediate
Legacy single CardComponent

Legacy single-measure Card retained for backward compatibility.

Native + ConfigurationAvoidIntermediate
Legacy multi-cardComponent

Legacy multi-card visual retained for backward compatibility.

Native + ConfigurationAvoidIntermediate
Clustered bar chartVisualization

Compare values across categories with horizontal bars.

Native Power BIRecommendedBasicLive example
Clustered column chartVisualization

Compare values across short categories or discrete time periods.

Native Power BIRecommendedBasicLive example
Stacked bar chartVisualization

Compare totals while also showing their internal composition.

Native Power BIRecommendedBasic
Stacked column chartVisualization

Show composition across time or short categorical groups.

Native Power BIRecommendedBasicLive example
100% stacked bar chartVisualization

Compare proportional composition where every total equals 100%.

Native Power BIRecommendedBasic
100% stacked column chartVisualization

Compare proportional composition across ordered categories or time.

Native Power BIRecommendedBasic
Line chartVisualization

Show trends, direction and change over a continuous or ordered axis.

Native Power BIRecommendedBasicLive example
Area chartVisualization

Show a trend while emphasizing magnitude through filled area.

Native + ConfigurationUse with cautionIntermediateLive example
Stacked area chartVisualization

Show cumulative composition changing over time.

Native + ConfigurationRecommendedIntermediate
Line + clustered columnVisualization

Combine clustered columns and a line to compare related measures.

Native + ConfigurationUse with cautionIntermediateLive example
Line + stacked columnVisualization

Combine stacked composition with a line measure.

Native + ConfigurationUse with cautionIntermediate
Ribbon chartVisualization

Show how category ranking changes across an ordered axis.

Native + ConfigurationUse with cautionIntermediate
Waterfall chartVisualization

Explain sequential positive and negative contributions from a starting value to an ending value.

Native Power BIRecommendedBasicLive example
Funnel chartVisualization

Show sequential stages in a process where volume typically decreases.

Native + ConfigurationRecommendedIntermediateLive example
Scatter chartVisualization

Show the relationship between two numeric measures and reveal clusters/outliers.

Native Power BIRecommendedBasicLive example
Pie chartVisualization

Show simple part-to-whole relationships.

Native + ConfigurationRecommendedIntermediateLive example
Donut chartVisualization

Show simple part-to-whole relationships in a ring layout.

Native + ConfigurationRecommendedIntermediateLive example
TreemapVisualization

Show hierarchical part-to-whole relationships using nested rectangles.

Native + ConfigurationUse with cautionIntermediateLive example
100% stacked area chartVisualization

Show how proportional composition changes over an ordered/continuous axis, normalized to 100% at each point.

Native + ConfigurationUse with cautionIntermediate
TableComponent

Display exact values in a flat row/column structure.

Native Power BIRecommendedBasicLive example
MatrixComponent

Display hierarchical and multidimensional data with expand/collapse, subtotals and drill.

Native Power BIRecommendedIntermediateLive example
Sparklines in Table/MatrixComponent

Add compact trend context inside Table or Matrix cells.

Native + ConfigurationUse with cautionIntermediateLive example
Standard SlicerComponent

Expose a frequently used filter directly on the report canvas.

Native Power BIRecommendedBasicLive example
Dropdown SlicerComponent

Compact selection from medium/large value sets.

Native Power BIRecommendedBasicLive example
Vertical List SlicerComponent

Keep filter choices visible in a vertical list and optionally support hierarchy/search.

Native Power BIRecommendedBasicLive example
Tile SlicerComponent

Display short values as button-like tiles.

Native + ConfigurationUse with cautionIntermediateLive example
Between SlicerComponent

Select a start/end range for dates or numeric values.

Native Power BIRecommendedBasic
Before / After SlicerComponent

Apply a single upper or lower boundary to dates/numbers.

Native + ConfigurationUse with cautionIntermediate
Relative Date SlicerComponent

Filter using rolling periods that update automatically.

Native Power BIRecommendedBasic
Relative Time SlicerComponent

Filter recent time windows at hour/minute granularity.

Native + ConfigurationUse with cautionIntermediate
Date Picker SlicerComponent

Provide a modern date-picking interaction for date filtering.

Native + ConfigurationUse with cautionIntermediate
Button SlicerComponent

Filter using highly visible, styleable buttons.

Native Power BIRecommendedBasicLive example
List SlicerComponent

Filter via a rich vertical list with hierarchy, search, conditional formatting and pasted selection.

Native + ConfigurationUse with cautionIntermediateLive example
Input SlicerComponent

Filter by typed or pasted text/numeric values with configurable operators.

Native Power BIRecommendedBasic
Filters paneComponent

Centralized management of visual-, page- and report-level filters.

Native Power BIRecommendedBasic
Cross-filterInteraction

Selecting one visual filters related visuals to the selected subset.

Native Power BIRecommendedBasicLive example
Cross-highlightInteraction

Highlight the selected contribution while retaining total context.

Native Power BIRecommendedBasicLive example
Drill down / upInteraction

Move through hierarchy levels inside the same visual.

Native Power BIRecommendedBasicLive example
DrillthroughInteraction

Navigate from a summary selection to a dedicated detail page carrying filter context.

Native Power BIRecommendedIntermediateLive example
Standard TooltipInteraction

Show supplementary values on hover.

Native Power BIRecommendedBasicLive example
Report Page TooltipInteraction

Show a mini report page as contextual hover content.

Native + ConfigurationUse with cautionIntermediateLive example
Help TooltipInteraction

Explain terminology, calculation or metric meaning.

Native Power BIRecommendedBasic
Field ParametersInteraction

Let users dynamically switch measures or dimensions used by one or more visuals.

Native Power BIRecommendedIntermediateLive example
Small MultiplesInteraction

Repeat the same chart in aligned panels by category.

Native Power BIRecommendedIntermediate
BookmarksNavigation

Save report state including filters, slicers, sort, drill, visibility and current page.

Native + ConfigurationUse with cautionIntermediate
Page NavigatorNavigation

Automatically create navigation buttons synchronized with report pages.

Native Power BIRecommendedBasic
Bookmark NavigatorNavigation

Automatically create controls for bookmarks or bookmark groups.

Native Power BIRecommendedIntermediate
ButtonNavigation

Trigger native actions such as Back, Bookmark, Drillthrough, Page navigation or URL.

Native Power BIRecommendedBasic
Apply all slicers buttonNavigation

Apply a set of slicer changes in one explicit action.

Native + ConfigurationUse with cautionIntermediate
Clear all slicers buttonNavigation

Clear active slicer selections.

Native Power BIRecommendedBasic
Focus ModeNavigation

Expand one visual for closer inspection.

Native + ConfigurationUse with cautionIntermediate
Visual HeaderNavigation

Expose contextual actions such as drill, focus, sort, filters, export or more options.

Native Power BIRecommendedBasic
SortingNavigation

Control data order in supported visuals.

Native Power BIRecommendedBasicLive example
Conditional FormattingPower BI feature

Apply data-driven font, background, icons, bars or property formatting.

Native Power BIRecommendedBasicLive example
Analytics PanePower BI feature

Add analytical overlays such as reference lines, trend, forecast, anomalies and error bars where supported.

Native Power BIRecommendedBasic
Reference / constant linesPower BI feature

Show fixed thresholds, targets or comparison levels on supported charts.

Native Power BIRecommendedBasic
ForecastPower BI feature

Extend supported line-chart time series statistically into the future.

Native + ConfigurationUse with cautionIntermediate
Error BarsPower BI feature

Show uncertainty or upper/lower bounds on supported visuals.

Native + ConfigurationUse with cautionIntermediate
Visual CalculationsPower BI feature

Create calculations scoped to a visual, using the visual structure itself.

Native + ConfigurationUse with cautionIntermediate
Decomposition TreeVisualization

Interactively break a measure down across dimensions to explore contributors.

Native + ConfigurationUse with cautionIntermediate
Key InfluencersVisualization

Identify factors statistically associated with a selected outcome.

Native + ConfigurationRecommendedIntermediate
Smart NarrativeVisualization

Generate natural-language summaries of report data.

Native + ConfigurationRecommendedIntermediate
Anomaly DetectionVisualization

Detect unexpected deviations in supported line charts.

Native + ConfigurationUse with cautionIntermediate
Q&A visualVisualization

Let users ask natural-language questions and generate a visual answer.

Native + ConfigurationAvoidIntermediate
Azure MapsVisualization

Provide geographic analysis using bubbles, markers, filled areas, heat maps, paths and other layers.

Native Power BIRecommendedBasic
Basic Map (Bing)Visualization

Legacy bubble/location mapping.

Native + ConfigurationAvoidIntermediate
Filled Map (Bing)Visualization

Legacy choropleth mapping of geographic areas.

Native + ConfigurationAvoidIntermediate
Shape MapVisualization

Map custom shapes/boundaries using TopoJSON/GeoJSON-style geographic definitions.

Native + ConfigurationUse with cautionIntermediate
ArcGIS Maps for Power BIVisualization

Provide Esri-powered advanced geographic analysis within Power BI.

Native + ConfigurationUse with cautionIntermediate
Text BoxComponent

Add titles, headings, explanations and supporting text.

Native Power BIRecommendedBasic
ShapeComponent

Provide lightweight visual structure or act as an action-enabled object.

Native + ConfigurationUse with cautionIntermediate
ImageComponent

Display contextual/static or supported dynamic imagery.

Native + ConfigurationUse with cautionIntermediate
Report ThemeComponent

Standardize colors, fonts and visual formatting through theme JSON.

Native Power BIRecommendedBasic
Power Automate visualComponent

Trigger a Power Automate flow using report selection/filter context.

Embedded / CustomUse with cautionAdvanced
Power Apps visualComponent

Embed a Power App and pass report context into a transactional experience.

Embedded / CustomUse with cautionAdvanced
Paginated Report visualComponent

Embed pixel-precise, print-oriented paginated output inside a Power BI report.

Embedded / CustomUse with cautionAdvanced
R visualComponent

Render a statistical/custom visual using R.

Embedded / CustomUse with cautionAdvanced
Python visualComponent

Render plots produced with Python.

Embedded / CustomUse with cautionAdvanced
Nudge BI — KPI CardComponent

Nudge-style KPI composition for a primary value, comparisons and concise supporting context.

Nudge BIRecommendedIntermediate
Nudge BI — KPI + mini trendComponent

KPI composition with compact directional trend context.

Nudge BIRecommendedIntermediate
Nudge BI — KPI group / summary rowComponent

Consistent row/grid of related KPI blocks.

Nudge BIRecommendedIntermediate
Nudge BI — Trend panelComponent

Card/panel shell containing time-series analysis and optional references.

Nudge BIRecommendedIntermediate
Nudge BI — Ranking panelComponent

Styled comparison module for ranked categories.

Nudge BIRecommendedIntermediate
Nudge BI — Composition panelComponent

Reusable part-to-whole module.

Nudge BIUse with cautionIntermediate
Nudge BI — Variance / bridge panelComponent

Styled contribution analysis from a starting value to an ending result.

Nudge BIRecommendedIntermediate
Nudge BI — Table panelComponent

Styled exact-value detail module with optional title/actions.

Nudge BIRecommendedIntermediate
Nudge BI — Matrix / hierarchy panelComponent

Styled hierarchical table pattern.

Nudge BIRecommendedIntermediate
Nudge BI — Filter barComponent

Consistent top-of-page filter composition.

Nudge BIRecommendedIntermediate
Nudge BI — Segmented metric switchComponent

Button-like switch for changing measure or dimension while retaining the same analysis layout.

Nudge BIRecommendedIntermediate
Nudge BI — Page tabs / navigationComponent

Styled navigation for report pages or controlled report states.

Nudge BIRecommendedIntermediate
Nudge BI — Tooltip detail cardComponent

Rich compact context card shown from a data point.

Nudge BIUse with cautionIntermediate
Nudge BI — Insight / callout cardComponent

Compact narrative or exception callout around an important finding.

Nudge BIUse with cautionIntermediate
Nudge BI — Icon action / statusComponent

Use Nudge's icon library for actions, status cues and supporting semantics.

Nudge BIUse with cautionIntermediate
Power UI — Theme foundationComponent

Centralize Power BI theme foundations using reusable tokens and theme configuration.

Power UIRecommendedIntermediate
Power UI — Semantic color tokensComponent

Use semantic text, surface, brand, success, warning, error and border tokens to keep theme colors consistent.

Power UIRecommendedIntermediate
Power UI — TypographyComponent

Standardize supported Power BI text classes and visual typography.

Power UIRecommendedIntermediate
Power UI — Data paletteComponent

Manage repeatable chart data-color palettes aligned with brand and accessibility.

Power UIRecommendedIntermediate
Power UI — Style presetsComponent

Create named formatting variants for supported visual types using Power BI theme style presets.

Power UIRecommendedIntermediate
Power UI — Live theme previewComponent

Preview theme changes against an interactive Power BI sample report.

Power UIRecommendedIntermediate
Power UI — Theme import/exportComponent

Import existing Power BI theme JSON and export Power UI themes as standard Power BI JSON.

Power UIRecommendedIntermediate
Power UI — PBIP Desktop integrationComponent

Apply a Power UI theme directly into a Power BI Project (.pbip) workflow.

Power UIUse with cautionIntermediate
Power UI — Card style patternComponent

Standardized theme/preset treatment for Cards.

Power UIRecommendedIntermediate
Power UI — Table/Matrix style patternComponent

Standardize supported table and matrix typography, grids, headers, totals and effects.

Power UIRecommendedIntermediate
Company semantic color tokensGuideline

Canonical semantic color decisions for brand, surfaces, text, status and data roles.

Embedded / CustomRecommendedAdvanced
Company typography tokensGuideline

Canonical font families, weights and hierarchy.

Embedded / CustomRecommendedAdvanced
Company spacing & layout tokensGuideline

Canonical spacing rhythm and grouping principles.

Embedded / CustomRecommendedAdvanced
Company shape/effect tokensGuideline

Canonical borders, radius and shadows where supported.

Embedded / CustomUse with cautionAdvanced
Bullet chartComponent

Compare actual to target in a compact bar-based form.

Custom VisualUse with cautionAdvanced
Sankey diagramComponent

Show flows between nodes/categories.

Custom VisualUse with cautionAdvanced
Gantt chartComponent

Show tasks against a time schedule.

Custom VisualUse with cautionAdvanced
Box-and-whisker plotComponent

Show distribution, quartiles and outliers.

Custom VisualUse with cautionAdvanced
Violin plotComponent

Show distribution density and spread.

Custom VisualUse with cautionAdvanced
Radar / spider chartComponent

Compare multivariate profiles around radial axes.

Custom VisualUse with cautionAdvanced
Dumbbell / lollipop chartComponent

Show compact differences between points/categories.

Custom VisualUse with cautionAdvanced
Deneb visualComponent

Create custom Vega/Vega-Lite visual specifications inside Power BI.

DenebUse with cautionAdvanced
Pattern — Overview / dashboardPage Pattern

What is happening and where should I look?

Native + ConfigurationRecommendedIntermediate
Pattern — KPI summaryPage Pattern

What is the current result and how does it compare?

Native + ConfigurationRecommendedIntermediate
Pattern — Trend explorerPage Pattern

How is the metric developing?

Native + ConfigurationRecommendedIntermediate
Pattern — Ranking & exceptionsPage Pattern

Which categories perform best/worst?

Native + ConfigurationRecommendedIntermediate
Pattern — Variance analysisPage Pattern

Why is actual different from budget/target?

Native + ConfigurationRecommendedIntermediate
Pattern — Overview → detailPage Pattern

What is behind this selected item?

Native + ConfigurationRecommendedIntermediate
Pattern — Hierarchical analysisPage Pattern

How does performance break down through levels?

Native + ConfigurationRecommendedIntermediate
Pattern — Root-cause explorationPage Pattern

Which dimensions are associated with the result?

Native + ConfigurationRecommendedIntermediate
Pattern — Filter-first workflowPage Pattern

I know the scope I want to analyse.

Native + ConfigurationRecommendedIntermediate
Pattern — Search-by-identifierPage Pattern

I know the exact item/store/order I need.

Native + ConfigurationRecommendedIntermediate
Pattern — View switchPage Pattern

I want to inspect the same analysis using another measure/dimension.

Native + ConfigurationRecommendedIntermediate
Pattern — Mobile priority viewPage Pattern

What must I see on a phone?

Native + ConfigurationRecommendedIntermediate
Landing / NavigationPage Pattern

Enter a report, domain or report section and choose where to go next.

Native + ConfigurationRecommendedBasicLive example
Overview / SummaryPage Pattern

Understand overall status and the most important changes or exceptions at a glance.

Native + ConfigurationRecommendedBasicLive example
KPI / ScorecardPage Pattern

Monitor targets, benchmarks and KPI health across a set of measures.

Native + ConfigurationRecommendedBasicLive example
Monitoring / OperationalPage Pattern

See what needs attention now and support recurring operational review.

Native + ConfigurationRecommendedBasicLive example
Analysis / ExplorePage Pattern

Investigate a business question by changing dimensions, filters or analytical views.

Native + ConfigurationRecommendedIntermediateLive example
Trend / DevelopmentPage Pattern

Understand how a measure changes over time and whether the direction is expected.

Native + ConfigurationRecommendedBasicLive example
ComparisonPage Pattern

Compare entities, periods, channels, categories or peers on a consistent basis.

Native + ConfigurationRecommendedBasicLive example
Variance / Actual vs TargetPage Pattern

Show how actual performance differs from budget, target, norm or previous period.

Native + ConfigurationRecommendedIntermediateLive example
Driver / Root-Cause AnalysisPage Pattern

Explain why a KPI, variance or outcome changed and identify the strongest contributors.

Native + ConfigurationRecommendedAdvancedLive example
Contribution / BreakdownPage Pattern

Understand which categories or segments make up a total and which contribute most.

Native + ConfigurationRecommendedIntermediateLive example
DistributionPage Pattern

Understand spread, concentration, variability and outliers rather than only averages.

Native + ConfigurationRecommendedIntermediateLive example
SegmentationPage Pattern

Compare meaningful groups and identify differences in performance or behaviour.

Native + ConfigurationRecommendedAdvancedLive example
Search / LookupPage Pattern

Find a specific entity, item, store, article, partner or record using known attributes.

Native + ConfigurationRecommendedBasicLive example
List / ResultsPage Pattern

Browse, filter, sort and compare a larger result set before opening one item.

Native + ConfigurationRecommendedBasicLive example
Entity DetailPage Pattern

Understand one selected business entity in context.

Native + ConfigurationRecommendedBasicLive example
Transaction DetailPage Pattern

Inspect exact underlying records, events or transactions supporting an analysis.

Native + ConfigurationRecommendedBasicLive example
Exception / AttentionPage Pattern

Prioritize abnormalities, risks or underperformance that require investigation or action.

Native + ConfigurationRecommendedBasicLive example
Forecast / PlanningPage Pattern

Understand the expected future state and compare it with targets or capacity.

Native + ConfigurationRecommendedAdvancedLive example
Scenario / What-ifPage Pattern

Evaluate how changing one or more assumptions affects an outcome.

Native + ConfigurationRecommendedAdvancedLive example
Geographic / LocationPage Pattern

Understand spatial differences and compare performance across locations or regions.

Native + ConfigurationRecommendedIntermediateLive example
Process / FunnelPage Pattern

Understand progression through stages, conversion and bottlenecks.

Native + ConfigurationRecommendedIntermediateLive example
Reconciliation / AuditPage Pattern

Validate numbers, expose mismatches and support traceability between sources or calculations.

Native + ConfigurationRecommendedAdvancedLive example
Narrative / ExplanationPage Pattern

Explain a result or decision using a deliberate sequence of key messages and evidence.

Native + ConfigurationRecommendedBasicLive example
Help / DefinitionsPage Pattern

Explain report usage, metric definitions, ownership, scope and analytical conventions.

Native + ConfigurationRecommendedBasicLive example
Overview / MonitorPage Template

What requires my attention?

Native + ConfigurationRecommendedIntermediateLive example
TrendPage Template

How is this developing?

Native + ConfigurationRecommendedIntermediateLive example
ComparisonPage Template

How does A compare with B?

Native + ConfigurationRecommendedIntermediateLive example
Variance / Root CausePage Template

Why did this change?

Native + ConfigurationRecommendedIntermediateLive example
Detail / OperationalPage Template

Which items need attention?

Native + ConfigurationRecommendedIntermediateLive example
DrillthroughPage Template

Tell me more about this item

Native + ConfigurationRecommendedIntermediateLive example
No general CSS/DOM layout engineRestriction

Pixel-perfect web designs may not map cleanly.

Native Power BIPower BI limitationIntermediate
No automatic Figma-token synchronizationRestriction

Token changes can drift.

Native Power BIPower BI limitationIntermediate
Mostly fixed report canvasRestriction

Design must account for scale and viewport.

Native Power BIPower BI limitationIntermediate
Visual-specific formatting limitsRestriction

Uniform styling may not be possible everywhere.

Native Power BIPower BI limitationIntermediate
Interaction set is constrainedRestriction

Arbitrary prototype behavior may be impossible.

Native Power BIPower BI limitationIntermediate
Bookmarks can become brittleRestriction

Application-style state machines are hard to maintain.

Native Power BIPower BI limitationIntermediate
Tooltips are not full interactive panelsRestriction

Do not put required controls or critical content there.

Native Power BIPower BI limitationIntermediate
Tables/matrices are not web data gridsRestriction

Do not design unsupported pagination/editing patterns.

Native Power BIPower BI limitationIntermediate
Custom visuals add governance/performance/accessibility riskRestriction

More testing and maintenance.

Native Power BIPower BI limitationIntermediate
Print is not automatically pixel-perfectRestriction

A good screen may not be a good A4 page.

Native Power BIPower BI limitationIntermediate
Mobile is a separate compositionRestriction

Desktop layout should not simply shrink.

Native Power BIPower BI limitationIntermediate
Hidden synced filters can surpriseRestriction

Users may misinterpret results.

Native Power BIPower BI limitationIntermediate
Q&A is deprecatingRestriction

Do not make it a strategic UX dependency.

Native Power BIPower BI limitationIntermediate
Bing Map/Filled Map are on deprecation pathRestriction

New designs should not depend on legacy maps.

Native Power BIPower BI limitationIntermediate
1. PurposeGuideline

This handbook consolidates the Power BI UX/UI guidance developed across our earlier discussions, interactive guides, prototypes and migration work. It is intended to let a designer or developer answer three questions quickly: **what problem are we solving, which Power BI-native mechanism should implement it, and which parts should be standardized for reuse?**

Native + ConfigurationRecommendedBasic
2. Core Design PrinciplesGuideline

Native + ConfigurationRecommendedBasic
3. Power BI for UX Designers — Getting StartedGuideline

Power BI is an analytical report platform, not a general-purpose responsive application framework. The most common design failure is to prototype a web application in Figma and discover during handoff that the layout, styling, state logic or interactions do not map cleanly to Power BI.

Native + ConfigurationRecommendedBasic
4. Power BI Architecture Relevant to UXGuideline

Native + ConfigurationRecommendedBasic
5. Design System StrategyGuideline

The recovered enterprise direction is to **reuse the existing company design system rather than create a second standalone Power BI design system**. The Power BI-specific layer should contain mappings, constraints, approved configurations, analytical patterns and implementation guidance.

Native + ConfigurationRecommendedBasic
6. FoundationsGuideline

Native + ConfigurationRecommendedBasic
7. Complete Power BI Component & Capability InventoryGuideline

The recovered interactive guide contained **133 catalog entries**. That catalog intentionally mixed native Power BI visuals/features with Nudge BI representations, Power UI standardization assets, design-system tokens, custom visuals and reusable design patterns. This reconstruction preserves that coverage but labels the implementation status so those categories are not confused.

Native + ConfigurationRecommendedBasic
8. Table & Matrix StandardGuideline

The reusable standard should be a **configuration of native Table and Matrix**, not a new custom table control.

Native + ConfigurationRecommendedBasic
9. Filters & SlicersGuideline

Use slicers for frequently changed, user-facing controls and the Filters pane for less frequent or more technical filtering. The user must be able to understand **scope, active state, defaults and reset behavior**.

Native + ConfigurationRecommendedBasic
10. Interaction PatternsGuideline

Native + ConfigurationRecommendedBasic
11. Navigation ArchitectureGuideline

The terminology recovered from the page-flow discussions is:

Native + ConfigurationRecommendedBasic
12. Reusable Page PatternsGuideline

The later guide expanded the earlier six templates into **24 page archetypes**. The archetype tells you what the page is for; the template tells you how that archetype is composed.

Native + ConfigurationRecommendedBasic
13. Page Composition PatternsGuideline

## Default page anatomy

Native + ConfigurationRecommendedBasic
14. KPI & Scorecard PatternsGuideline

A KPI should make the primary value, comparison basis and status legible without forcing the user to decode several competing numbers.

Native + ConfigurationRecommendedBasic
15. Chart Selection GuideGuideline

## Charts to use cautiously

Native + ConfigurationRecommendedBasic
16. Dashboard / Report UX HeuristicsGuideline

Native + ConfigurationRecommendedBasic
17. AccessibilityGuideline

Accessibility is part of each component specification and the Definition of Ready, not a final visual-polish task.

Native + ConfigurationRecommendedBasic
18. Responsive Design & Screen SizesGuideline

Power BI should not be designed as if it were a CSS-responsive website. Desktop report pages use a configured canvas and are scaled/fitted in the viewer. Phone use has a separate mobile-optimized layout.

Native + ConfigurationRecommendedBasic
19. Power BI Restrictions Designers Must KnowGuideline

Native + ConfigurationRecommendedBasic
20. Native vs Custom Decision FrameworkGuideline

Use the lowest-complexity layer that satisfies the analytical requirement.

Native + ConfigurationRecommendedBasic
21. Reusable System Above the Visual LayerGuideline

The central design-system concept recovered from multiple discussions is:

Native + ConfigurationRecommendedBasic
22. Figma → Power BI WorkflowGuideline

```text

Native + ConfigurationRecommendedBasic
23. Designer → Developer HandoffGuideline

Use a compact per-page specification:

Native + ConfigurationRecommendedBasic
24. Definition of Ready for Power BI Page DevelopmentGuideline

A page is ready when the team can implement and test it without unresolved design or data assumptions.

Native + ConfigurationRecommendedBasic
25. Migration Pattern: Existing Report → New Power BI PageGuideline

The migration work established that redesign should not start by tracing the old screen one-to-one. Work with business stakeholders to decide what from the legacy report remains valuable.

Native + ConfigurationRecommendedBasic
26. Common Anti-PatternsGuideline

Native + ConfigurationRecommendedBasic
27. Recommended Reusable LibraryGuideline

The library should be governed from foundations downward. A change to company tokens should flow through mappings; a new page pattern should not redefine brand foundations.

Native + ConfigurationRecommendedBasic
28. Practical ExamplesGuideline

Native + ConfigurationRecommendedBasic
29. GlossaryGuideline

Native + ConfigurationRecommendedBasic
30. Open Questions / Unresolved AreasGuideline

Native + ConfigurationRecommendedBasic
31. Source / Decision HistoryGuideline

This section records the evolution that could be recovered from previous discussions and stored artifacts.

Native + ConfigurationRecommendedBasic
VisualGuideline

A Power BI object that renders data or provides interaction.

Native Power BIRecommendedBasic
ComponentGuideline

A reusable design/implementation element. In this guide, always distinguish a Figma component from its Power BI runtime visual.

Native Power BIRecommendedBasic
PatternGuideline

A repeatable solution to a recurring UX/analytical problem.

Native Power BIRecommendedBasic
Interaction patternGuideline

A repeatable behavior such as cross-filter, drillthrough, tooltip or reset.

Native Power BIRecommendedBasic
Page pattern / archetypeGuideline

A reusable analytical page type defined by user goal.

Native Power BIRecommendedBasic
Page templateGuideline

A reusable wireframe/composition for an archetype.

Native Power BIRecommendedBasic
CompositionGuideline

Arrangement of sections/components on the report canvas.

Native Power BIRecommendedBasic
ReportGuideline

A collection of Power BI pages connected to data/semantic models.

Native Power BIRecommendedBasic
Semantic modelGuideline

The governed model of tables, relationships, measures and metadata used by reports.

Native Power BIRecommendedBasic
MeasureGuideline

Calculated business metric evaluated in filter context.

Native Power BIRecommendedBasic
DimensionGuideline

Field used to group, slice, filter or navigate data.

Native Power BIRecommendedBasic
Filter contextGuideline

The active set of filters influencing a calculation or visual.

Native Power BIRecommendedBasic
Drill-downGuideline

Move deeper within a hierarchy in the same visual.

Native Power BIRecommendedBasic
DrillthroughGuideline

Navigate to a dedicated page filtered by selected context.

Native Power BIRecommendedBasic
Cross-filterGuideline

Selection removes nonmatching data from another visual.

Native Power BIRecommendedBasic
Cross-highlightGuideline

Selection retains the whole while highlighting the matching subset.

Native Power BIRecommendedBasic
BookmarkGuideline

Saved report/page state used for controlled views/navigation.

Native Power BIRecommendedBasic
SlicerGuideline

On-canvas user-facing filter control.

Native Power BIRecommendedBasic
Field parameterGuideline

Native mechanism to let users switch fields/measures in report visuals.

Native Power BIRecommendedBasic
Design tokenGuideline

Named, governed design decision such as semantic color or spacing.

Native Power BIRecommendedBasic
Power BI themeGuideline

JSON/default styling layer for supported report/visual properties.

Native Power BIRecommendedBasic
PBIPGuideline

Power BI Project format used as a development/project baseline in the recovered workflow.

Native Power BIRecommendedBasic
Nudge BIGuideline

Power BI-aware Figma UI kit/design accelerator; not runtime functionality.

Native Power BIRecommendedBasic
Power UIGuideline

Organization-specific standardization/configuration layer in the recovered architecture; exact inventory/mechanism must be verified internally.

Native Power BIRecommendedBasic
DenebGuideline

Custom visual using Vega/Vega-Lite; exception path for visualization needs not met natively.

Native Power BIRecommendedBasic
Paginated reportGuideline

Power BI reporting mode optimized for precise, hard-page/print-oriented output.

Native Power BIRecommendedBasic
Native-firstGuideline

Decision rule that prefers built-in Power BI capability before configuration, custom visuals or custom development.

Native Power BIRecommendedBasic