Power BI Report Handover and Documentation Audit
Check that a Power BI report has the owner, sources, definitions and refresh notes a successor needs, and create a one-page documentation template.
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[VERIFY] [TO FILL IN] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Please audit the documentation for a Power BI report so that a colleague could look after it if I leave. I will paste what we have. Mark all statements about Power BI features such as descriptions, workspaces and apps [VERIFY]. Inputs: the report name and purpose [REPORT_PURPOSE], the people who use it and for which decisions [USERS_AND_DECISIONS], the data sources and refresh schedule [SOURCES_AND_REFRESH], the definitions of main measures in plain language, if written [MEASURE_DEFINITIONS], existing notes, wiki links or tab descriptions [EXISTING_NOTES], and known issues or workarounds [KNOWN_ISSUES]. Return: (1) a scorecard from 1 to 5 for Purpose, Ownership and backup owner, Source map, Refresh and failure steps, Definitions, Business rules and exclusions, Security and who may see what (described, not configured), Known issues, Change history, Contact for users; give a total out of 50 and a status; (2) a table of questions a new owner would ask, with columns Question, Answered by existing notes?, Missing, Who can answer; (3) a one-page documentation template with these headings: Overview, Owner and backup, Audience, Data sources, Refresh and what to do when it fails, Measure definitions, Filters and exclusions, Access, Known issues, Change log, Review date; fill in only what I gave and use [TO FILL IN] otherwise; (4) a 6-item monthly upkeep checklist. Guardrails: do not invent facts, owners or definitions. Don't include secrets or personal data in the documentation. Not a security review. Add a worked example with invented scores: 4, 2, 1, 3, 2, 2, 3, 1, 1, 4. Show the total 23 out of 50 and the Partly documented label.
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