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Johnsnowlife
Helper III
Helper III

Best Practice for Documenting PBI Models

I'm looking for any custom tools or templates I can use to create documentation for my PBI model. Do you have any recommendations? 

 

I need to explain the origin, purpose of the different tables; how and why transformations are done in queries; how and why relationships are set up as is. 

1 ACCEPTED SOLUTION
v-huizhn-msft
Microsoft Employee
Microsoft Employee

Hi @Johnsnowlife,

There is a similar case here. Hope it's useful.

Best Regards,
Angelia

View solution in original post

2 REPLIES 2
v-huizhn-msft
Microsoft Employee
Microsoft Employee

Hi @Johnsnowlife,

There is a similar case here. Hope it's useful.

Best Regards,
Angelia

tjd
Impactful Individual
Impactful Individual

The Query Editor allows you to enter a description of each table. In addition, you can add comments into the Advanced Query Editor and the DAX Editor.  Finally, you can use DAX Studio to assist you in documenting your model.  While not a complete documentation, it at least gets you started in the right direction.

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