Report planning process
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 six steps:
- Identify the audience
- Define the business questions to answer
- Confirm that the dataset supports the business questions
- Determine interactivity
- Define access and distribution
- Sketch the report layout
Let’s look at each of these steps in turn, starting with identifying report users.
Identify the audience
When developing reports, the report author should have a clear understanding of the different consumers of the report and their priorities and use cases.
For example...
