Documentation in BI Project

[powerbiexpert22]

are there any other documents which BI Development Team needs to prepare as part of deliverables apart from below mentioned documents ?

1. Technical design document
2. UAT issue log document 
3. User Guide for reports navigation

[foodd · Accepted solution]

Specific documents needed may vary based on the project scope, organization, industry, and granularity requrired.   The first question to fulfill, is to ask and answer what is the current governance model, what are the expectation, and guardrails.  Power BI governance refers to a set of processes, policies, and standards that organizations put in place to manage and control the use of Power BI. 

A general boilerplate of the buckets  for the Development Team may resemble:

1. Data Dictionary
2. ETL Documentation
3. Deployment Guide
4. Security and Access Control Documentation
5. Change Management Plan
6. Performance Tuning Guidelines
7. Metadata Documentation
8. Backup and Recovery Procedures
   

   If you are interested, the following learn.microsoft document within Implementation planning

   and BI Strategy may be helpful Power BI implementation planning: BI solution planning

   Additional reading on Power BI governance:

   • learn.microsoft.com
   • biinsight.com
   • forwardforever.com
   • simplebi.net

     
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