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powerbiexpert22
Impactful Individual
Impactful Individual

Technical Design Document

does below topics of power bi technical design document looks good or i am missing something?

 

  • Introduction
    • Purpose and Description          
    • Business Unit or Domain
    • Report Name and Requirement Number
    • Definitions, Acronyms and Abbreviations
  • System Architecture
    • Data Source and Power BI Architecture
  • Business Rules or Conditions
    • Business Logic considered
    • Data Cleansing and Transformation Rules       
  • Report Column mappings
    • KPI(Measurement) 
    • Dimensions
    • DAX Expressions or Variables
  • Logical Data Model Diagram
  • Report Overview
    • Report Formatting
      • Logo, Color and Fonts
    • Tables and Storage Mode
    • Page Navigation
    • Slicers
    • Charts
    • Filters/Parameters
    • Sorting
    • Selections
    • Drill
    • Other functionality/customizations
  • Access Control and Security
    • User and Groups
    • User Level Security
  • Report Deployment
    • Workspace/Folder
  • Schedule and Delivery mechanism
    • Refresh Frequency
    • Alerts/Subscriptions
    • Export Format
  • Sample Report Layout
  • Assumptions
  • Out of Scope
  • Reviews and Sign off

 

1 ACCEPTED SOLUTION
foodd
Super User
Super User

Hello @powerbiexpert22  ,   good general list.   Getting closer.  This is a very important topic forall sorts of reasons.   I would have you circle back to the guidance I offered you June 8.   When it comes to designs and planning, the initial response is...

 

When delving into the subject, my earlier response commenced with:

"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."

 

In this reply, I would like to direct your attention to the author's inquiry and the solution  

that provides  further explanation on this subject.  specifically, which focus on

Test-Driven Development. Also, I really appreciate the checklists created by Data

Goblin. They are quite helpful.  https://data-goblins.com/checklists

 

As I am writing this @Ritaf1983 added her reply, and I agree with her.  

 

When addressing this topic outside of an academic context, it's important to consider the organization's and my boss's goals and requirements for the project. If I had to recommend one book on the subject (and I just pulled it down from the bookshelf), it would be "Software Requirements," 3rd Edition by Karl E. Wiegers, a Microsoft Press publication, as well as any and all of the Developer Best Practices (23 books) on Amazon.

 

 

 

View solution in original post

3 REPLIES 3
foodd
Super User
Super User

@powerbiexpert22 ,  best of luck on this.

foodd
Super User
Super User

Hello @powerbiexpert22  ,   good general list.   Getting closer.  This is a very important topic forall sorts of reasons.   I would have you circle back to the guidance I offered you June 8.   When it comes to designs and planning, the initial response is...

 

When delving into the subject, my earlier response commenced with:

"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."

 

In this reply, I would like to direct your attention to the author's inquiry and the solution  

that provides  further explanation on this subject.  specifically, which focus on

Test-Driven Development. Also, I really appreciate the checklists created by Data

Goblin. They are quite helpful.  https://data-goblins.com/checklists

 

As I am writing this @Ritaf1983 added her reply, and I agree with her.  

 

When addressing this topic outside of an academic context, it's important to consider the organization's and my boss's goals and requirements for the project. If I had to recommend one book on the subject (and I just pulled it down from the bookshelf), it would be "Software Requirements," 3rd Edition by Karl E. Wiegers, a Microsoft Press publication, as well as any and all of the Developer Best Practices (23 books) on Amazon.

 

 

 

Ritaf1983
Super User
Super User

Hi @powerbiexpert22 

It seems ok.

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

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