Documentation in BI Project

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

     
     =-=-=-=-=-
     
     If you find this insightful, please provide a Kudo and accept this as a solution.