Documentation is meant to inform other users about the report, its meaning and objective. It also aids in troubleshooting and support of the report over the life cycle of the report.
1. Create a "Help & Information" page with the following information. This page is meant to aid in understanding and troubleshooting
- Access Issues: How to get access to Power BI
- General Support: Who is the main point of contact to support this report?
- Report Objective: What information will this report provide?
- Report Audience: Who is the intended audience?
- Owner Name: Who created the report?
- Data Source Owner: Who owns the data source if not using the Analysis Services (SSAS) model?
- Data Sources Consumed: What sources were used in the creation of this report?
- Consumed Tables: What tables from the sources are used? This information can be combined with Sources Consumed if multiple sources are used.
- Data Source Storage: Where is the data source stored?
Examples: Azure, On Premise Server, SharePoint.
- Important Terms and definitions: User friendly explanation of the important terms.
- Definition of calculated columns: Include the Dax calculation or M Query language and table they are created in if multiple tables are used.
- Measures created, definition and table location: Add a user friendly explanation of the measure, include Dax calculation and table they are created in if multiple tables are used.
2. When creating a complex measure include a comment to explain the measure. A comment line begins with //
3. The name of the PBIX file will match the report published, make it mean something to the users
Example of Help Page:
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