Welcome to Episode 5 of my Power BI Best Practices Series. In today’s episode, I will show you how to prepare report requirements documentation.
Here we go!
Power BI — Prepare Report Requirements
When building out your Power BI Dashboards, how do you make sure your visualizations address all the points your client wants? This is where a Reports Requirement Document comes into play. By creating a Reports Requirement Document, you will have a record of what’s expected, and can use it as a general outline for building your dashboard. This document can also clarify any potential misunderstandings in the future regarding the scope of your Power BI dashboard.
Check out our prior episodes to see where we are going and discover what BEST PRACTICES for Power BI is all about.
- Prepare report requirements
- Relate tables using your data model
- Align the visuals
- Create drill through pages with detail
- Themes are your best friend
- Include a report support tab
- Cut unnecessary visuals
- Edit interactions
- Set visual, page & report level filters
Let’s continue the discussion
In the meantime, I’d love to hear your feedback and stories on how you go about storytelling with Power BI. Feel free to connect with me on LinkedIn or Twitter @thepowerbiqueen. I’ll be watching the #PowerBIQuestions hashtag, so feel free to ask any questions, and I’ll try to get you some answers.
Thanks!
DeNisha Malone
