Report planning
Power BI reports can take on a variety of forms and use cases, ranging from executive-level dashboard layouts to highly detailed and focused reports. Prior to designing and developing Power BI reports, some level of planning and documentation is recommended to ensure that the reports are well aligned with the needs of the users and the organization.
Effective report planning can be encapsulated in the following five steps:
- Identify the users or consumers of this report:
- Senior managers generally prefer less self-service interactivity and value simple, intuitive visuals, such as KPIs.
- Analysts often require significant flexibility to filter and interact with more detailed reports. For example, reports used by analysts generally include more slicer visuals and may include table or matrix visuals as well.
Separating reports by user role or group serves to keep reports focused for users and more manageable for BI teams. In many scenarios, an organizational hierarchy provides a natural...
