Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
ramdasp
Regular Visitor

Power BI Report Documents

Hi,

 

Does anyone have a sample Power BI Report Functional Specification document that they can share.

 

If any one has an example of a Power BI Report handover document that will be useful as well.

 

Thanks in advance

 

KInd Regards

 

Ramdas

6 REPLIES 6
JasonPad
New Member

We did manually document purpose of report, and business logic, as well as information from automated report about the Dax,M scripts, Server, database, tables used.

 

try this one on GitHub, it work really good.

 

https://github.com/JasonPad19/PowerBIScanner/blob/main/README.md

v-lili6-msft
Community Support
Community Support

hi  @ramdasp 

There is no Specification document for it, This is often very diverse for different customers.

You could custom a handover document as Tahreem24 said.

 

Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
az38
Community Champion
Community Champion

Hi @ramdasp 

I'm not sure what exactly you are interesting in, but have a look at whitepapers https://docs.microsoft.com/en-us/power-bi/guidance/whitepapers


do not hesitate to give a kudo to useful posts and mark solutions as solution
LinkedIn

Thx for your quick response, az38

 

That link is related to Power BI as a product.

 

What I want is a document that can be used to note down the functional requirements that the business has for their Power BI dashboards. This document can then be used by the test team to test the Power BI reports. I would also like a sample of a hand over document after the Power BI Report is built.

 

Kind Regards

 

Ramdas

az38
Community Champion
Community Champion

@ramdasp 

great question!

I planned to do some research at this topic, but didn't do that.

will be interesting to learn too


do not hesitate to give a kudo to useful posts and mark solutions as solution
LinkedIn

 Ramdas,

As of now no proper document available at community side. But get some idea on what are the topics to be included in that document.

Refer the link for details:

https://community.powerbi.com/t5/Desktop/how-to-document-a-pbix-project/td-p/856304

 

 

 

 

Don't forget to give thumbs up and accept this as a solution if it helped you!!!

Please take a quick glance at newly created dashboards : Restaurant Management Dashboard , HR Analytics Report , Hotel Management Report, Sales Analysis Report , Fortune 500 Companies Analysis , Revenue Tracking Dashboard

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.