Power BI Report Checklist

Today we discuss our checklist for building reports. 

Below is our outline of topics discussed and rough ideas for a checklist:

Notes

1. Understand the request

• What are the needs this report is solving?
• What are we improving?
• Are we making money or saving money with this?
• What actions is this driving?
• Who will be consuming this report?
• Define the Insights

2. Where does the data Exist - the ET of ETL

• Where does the data exist?
• If data does not exist how do we get it
• Who will own this missing data?
• Define if it needs to be governed

3. Leadership Check

• Seek approval for the design of the report

4. Schema Mapping - Think about how to shape the model - drive for data Star Schema

• What are my fact tables
• What should be dimensions
• How do we have relationships between dimensions and fact tables
• Do we have multiple fact tables

5. Power Query

• Pulling only the columns you need
• Name the columns
• Set the Data Types
• Review if we need incremental refresh
• Vertipaq analyzer
• Dataflows or Desktop
• What is the speed of the data
• What do we see for

6. Modeling

• Hiding Columns

7. Template

• Build a template file
• Start more files with

8. Themes

• Same font
• Alignment
• Colors
• Do Categories match the same color
• Use a theme
• Auto Date time on
• Turn off Auto detect

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