Power BI technical requirements document

Hi

I am trying to put together an initial technical requirements or prompts for things that would be good to know about at the start of a new power PI project as outlined below.  

Ideally, this document would be completed by a product manager with help from other individuals after the project definition document has been completed. The topics outlined below are likely to end up as a quick reference cheat sheet that will be continuously updated throughout the project cycle.

 Please can you provide any feedback or links to useful resources?

Initial Technical Requirements:

Project: 

List names of users, distribution lists (DL), or Azure Active Directory groups (AAD) that will be involved in the project stages listed below.  

• Prototyping
• Developer
• Testers 
• End users 
• communications

List people who can help with the development  

• Product manager 
• Data sources 
• User testing 
• UI Design 
• Dax help 
• Modelling help 
• Publishing/ deployment help 

What additional software might you need? 

• Power automat 
• Power App 
• Power Bi report Builder 
• Other 

List old products that may still be running when this project is done 

• Product name 
• Estimated dual running period 

Data: 

List data source needed for the project and characteristics 

• Data source name 
• Is data source available 
• Data source origin:
• Data type (dataset, Excel ....) 
• Where is data stored
• authorisation:
• data sensitivity or private level 

Data source wrangling and Maintenance  

• Data source name 
• Has it been Quality assured 
• Where is ETL done? (source, power bi, hybrid) 
• Refresh frequency and type (manual, automated) 
• Import type 
• Is data modelling done at source or Power BI 

Report Build: 

Where will the file be stored 

• Folder/ SharePoint path 
• Access 
• Ownership  

Report page outline 

• Report name 
• main purpose 
• Main Visuals 
• Type of page navigation and filters 

Product version control 

• Using SharePoint Check in and out 
• Manually renaming files 
• Other, specify 

Deployment: 

Where will the end users consume the product 

• Workspace 
• App 
• Dynamics 365 
• Embedded

Workspace details 

• Workspace Name 
• Purpose 
• Is Available 
• Used for (holds dataset or reports, hybrid) 
• Refresh maintenance type (automated, manual) 
• User/Groups with Access and Level 
• Used In Deployment Pipeline 
• Used Deploy Power BI App