Business Requirement Document (BRD)

Project Details

• Project Name:
• Project ID:
• Project Manager:
• Document Author:
• Date of Creation:
• Last Updated:

1. Executive Summary

• Objective:
  (Brief description of the purpose and goals of the Power BI reporting project.)
• Business Need:
  (Why is this report required? What business problem does it solve?)
• Stakeholders:
  • Primary Users:
  • Decision-Makers:
  • Data Owners:

2. Scope of Work

• In-Scope:
  (Clearly define what is included in the project.)
• Out-of-Scope:
  (Define any exclusions or limitations of the project.)

3. Key Requirements

3.1 Functional Requirements

• Data Sources:
  (Specify the data sources that will feed into Power BI, e.g., databases, Excel files, APIs.)
• Metrics & KPIs:
  (List of metrics/KPIs to be calculated and displayed.)
• Reports/Dashboards:
  (Types of reports/dashboards required, e.g., Sales Performance, Financial Analysis.)
• Data Refresh Frequency:
  (Specify how often the data will be updated in Power BI.)
• User Roles and Permissions:
  (Define access levels for different user roles.)

3.2 Non-Functional Requirements

• Performance:
  (Expected performance benchmarks for reports, e.g., loading time.)
• Scalability:
  (Requirements for future data growth and additional users.)
• Security:
  (Define data security and compliance requirements, e.g., GDPR.)

4. Data Requirements

• Data Fields:
  (List the data fields and their descriptions required for reporting.)
• Data Transformation:
  (Describe any transformations or calculations required.)
• Data Quality:
  (Specify expectations for data accuracy and completeness.)

5. Visualization Requirements

• Report Layout:
  (Outline the design and layout preferences for dashboards and reports.)
• Filters and Interactions:
  (Specify dynamic filters, drill-through, or cross-filtering needs.)
• Visual Types:
  (Bar charts, line graphs, tables, maps, etc.)

6. Integration Requirements

• Source Systems:
  (Details of systems that will provide data, e.g., ERP, CRM.)
• Output Channels:
  (Will the reports be embedded, shared via email, or accessed through the Power BI service?)

7. Success Criteria

• Key Deliverables:
  (List measurable outputs of the project, e.g., dashboards, datasets.)
• Acceptance Criteria:
  (Define the criteria to consider the project successful.)

8. Risks and Assumptions

• Risks:
  (Potential challenges or risks that may impact the project.)
• Assumptions:
  (Key assumptions for project planning and execution.)

9. Timeline and Milestones

• Start Date:
• End Date:
• Key Milestones:
  (E.g., Data model creation, report prototype, final delivery.)

10. Sign-Off

• Prepared By:
  • Name:
  • Signature:
  • Date:
• Approved By:
  • Name:
  • Signature:
  • Date:

Let me know if you'd like this customized further!

Below link will also help you.

(1) Power Bi dashboard requirement gathering template - Microsoft Fabric Community

Business Intelligence Requirements Gathering: What to do Before Building Dashboards

Toolkit: Template for Business Information Requirements in Analytics Projects

How to Write an Effective Business Requirements Document for Power BI - Simple BI