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powerbiexpert22
Post Partisan
Post Partisan

Documentation in BI Project

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

 

 

1 ACCEPTED SOLUTION
foodd
Super User
Super User

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:

View solution in original post

1 REPLY 1
foodd
Super User
Super User

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:

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