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Power BI Technical Documentation Template

The Power BI Technical Documentation Template outlines the structure for documenting a Power BI project, including sections for document control, executive summary, architecture overview, data source documentation, ETL processes, data model, report details, security, deployment, performance, monitoring, and maintenance. Each section provides specific details to ensure comprehensive coverage of the project, such as data sources, transformation logic, report visuals, and security measures. An appendix is included for additional resources like DAX measures and scripts.

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Rachel
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28 views6 pages

Power BI Technical Documentation Template

The Power BI Technical Documentation Template outlines the structure for documenting a Power BI project, including sections for document control, executive summary, architecture overview, data source documentation, ETL processes, data model, report details, security, deployment, performance, monitoring, and maintenance. Each section provides specific details to ensure comprehensive coverage of the project, such as data sources, transformation logic, report visuals, and security measures. An appendix is included for additional resources like DAX measures and scripts.

Uploaded by

Rachel
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Power BI Technical Documentation Template

1. Document Control

 Project Name

 Client Name

 Version History

 Authors

 Reviewers

 Approval

 Last Updated Date

2. Executive Summary

 Project Overview

 Business Purpose

 Scope of the Power BI Solution

 Key Deliverables

3. Architecture Overview

3.1 High-Level Architecture Diagram

(Include data sources, ETL pipelines, data storage, semantic model, Power BI
service components.)

3.2 Technology Stack

 Data sources (SQL, Snowflake, SharePoint, Excel, APIs, etc.)

 ETL tools (ADF, SSIS, Power Query, Databricks, etc.)

 Power BI Desktop & Service

 Gateway configuration

 Security & permissions systems


4. Data Source Documentation

For each data source:

 Source System Name

 Connection Type (SQL, API, Files, etc.)

 Server/Endpoint

 Database/Tables/Views Used

 Credentials/Authentication Method (Do NOT store passwords;


describe method only)

 Refresh Frequency

 Data Volumes & Constraints

5. ETL / Data Preparation

5.1 Data Ingestion Process

 How data is extracted

 Tools involved

 Scheduling

 Folder/dataset structures

5.2 Transformation Logic

 Applied steps (Power Query M scripts or dataflows)

 Calculated columns in ETL layer

 Data cleansing rules

 Data validation logic

5.3 Dataflow (if applicable)

 Entities

 Parameters

 Linking & dependencies


6. Data Model (Power BI)

6.1 Data Model Diagram

(Include star schema, fact & dimension tables.)

6.2 Tables

For each table:

 Description

 Granularity

 Columns and data types

 Source / lineage

 Partitioning (if applicable)

6.3 Measures & Calculations

List DAX measures with:

 Name

 Logic description

 Business purpose

 Actual DAX expression (in an appendix)

6.4 Relationships

 Relationship diagram snapshot

 Cardinality

 Direction

 Rationale

7. Report & Dashboard Documentation

7.1 Report Overview

 List of reports/pages

 Target audience

7.2 Page-Level Details


For each page:

 Purpose

 KPI descriptions

 Visuals used

 Filters & slicers

 Navigation logic

7.3 Custom Visuals

 Visual name

 Publisher

 Reason for use

 Security considerations

8. Security & Access

8.1 Row-Level Security (RLS)

 Roles

 Rules

 Datasets impacted

8.2 Workspace Access

 Workspace name

 User access list (roles: Viewer, Contributor, Member, Admin)

8.3 Data Gateway

 Gateway name

 Data source mappings

 Refresh configuration

9. Deployment Pipeline

9.1 Environments
 DEV

 UAT/TEST

 PROD

9.2 Deployment Steps

 Versioning

 Release notes

 Validation steps

9.3 Automation (if any)

 CI/CD pipelines

 PowerShell scripts

 Fabric/PBI Deployment Pipelines

10. Data Refresh & Performance

10.1 Refresh Schedule

 Frequency

 Duration

 Dependencies

10.2 Performance Optimization

 Aggregations

 Incremental refresh

 DAX optimizations

 Best practices applied

11. Monitoring & Logging

 Data refresh monitoring

 Gateway monitoring

 Report usage metrics


 Error logs

 Alerts set up

12. Maintenance & Support

 Support process

 Incident handling

 Recommended maintenance tasks

 Contact information

13. Appendix

 DAX measure list

 M scripts

 Table dictionaries

 External references

 Screenshots & diagrams

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