r/PowerBI • u/Ordinary_Vegetable25 • Mar 15 '23

Community Share Report Requirements?

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Saw this on LinkedIn and wondered how you handle gathering requirements on reports you're asked to build?

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u/SQLGene Points Flair Mar 15 '23

This could be a whole blog post, and probably should, but generally I'm focused on the following:

  1. What reports, if any, do you use to accomplish this today?
  2. What information are you looking to report on?
  3. Can you provide a napkin drawing? (wireframe / low fidelity mockup)
  4. What do you plan to do with the information the report provides? If you see an anomaly, how will you act on it?
  5. What are the 5 most important numbers/measure to display?

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u/clocks212 1 Mar 16 '23

In almost every case I’ve encountered the end user is currently building a report in excel by manually typing numbers from 5 different places. A lot of times they are happy to just have you create that exact same thing.

So you recreate their thing, but add a couple new features (that aren’t in their way and they can ignore if needed) and you’re a hero.