Power BI Models and Dashboard documentation templates

[snwright47]

Hi, I have a requirement to produce documentation that enables the bespoke models and dashboards to be supported. Are there any off the shelf templates (i.e Word, Excel etc) available? 

We are a new implementation of Power BI and would like to follow some form of standards that anyone can understand. Our organization does not currently allow for add on tools to be installed without a lengthy process, hence asking about templates.

We do intend to share documentation with our colleagues via our companies WIKI using Confluence, in the short to medium term.

Any ideas and suggestion would be appreciated.

[maccrazy]

Also check out Power BI Documenter. It will help to breakdown the model, tables, filters, DAX formula etc - you'll still need to create the documentation seperately but should help fast track it.

[V-lianl-msft · Accepted solution]

Hi @snwright47 ,

See if it helps:

https://docs.microsoft.com/zh-cn/power-bi/create-reports/sample-datasets 

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[aj1973]

@snwright47 

Check this out 

https://docs.microsoft.com/en-ca/dynamics365/marketing/marketing-analytics/analytics-gallery-start#g...

[snwright47]

Thank you for the information but I need some way to breakdown the model, tables, filters, DAX formula and produce a report/dashboard specification. This is so our Support team can understand what has been delivered and also form the basis of ongoing change control for our team.

[V-lianl-msft]

Hi @snwright47 ,

Power BI report templates contain the following information from the report from which they were generated:

• Report pages, visuals, and other visual elements
• The data model definition, including the schema, relationships, measures, and other model definition artifacts
• All query definitions, such as queries, Query Parameters, and other query element

https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-templates#creating-templates 

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.