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checklist to deploy a power bi report

Preparation

Identify the purpose and requirements of the Power BI report deployment.

Ensure that the necessary data sources and connections are available and accessible.

Confirm that all necessary permissions and licenses are in place.

Development and Testing

Design and create the Power BI report using appropriate visuals, filters, and calculations.

Perform thorough testing to ensure the accuracy and functionality of the report.

Validate data consistency and integrity across different data sources.

Data Security

Assess and implement appropriate security measures to protect sensitive data.

Ensure that only authorized users have access to the report and its underlying data sources.

Configure row-level security if required.

Performance Optimization

Identify and resolve any performance issues, such as slow loading or rendering of visuals.

Optimize data refresh schedules to ensure up-to-date information for users.

Implement appropriate caching mechanisms to improve report performance.

Documentation and Training

Document the report's design, data sources, and any custom calculations or measures.

Create user documentation on how to access and interact with the report.

Provide training sessions or resources to educate users on report usage and capabilities.

Deployment Process

Decide on the appropriate deployment method, such as publishing to Power BI Service or on-premises Power BI Report Server.

Create a deployment plan outlining steps and responsibilities.

Deploy the Power BI report to the selected environment.

User Acceptance Testing

Engage relevant stakeholders and end-users to perform user acceptance testing.

Gather feedback and make necessary adjustments to meet user requirements.

Ensure the report meets the desired outcome and addresses the business needs.

Monitoring and Maintenance

Set up monitoring and alerting mechanisms to be aware of any issues or failures.

Regularly review report performance and address any identified issues.

Keep an eye on data source changes and update the report accordingly.

Governance and Compliance

Establish governance policies and processes for report creation, modification, and retirement.

Ensure compliance with relevant data protection and privacy regulations.

Regularly review and update access permissions and security controls.

Continuous Improvement

Encourage feedback from users and stakeholders for ongoing enhancements.

Conduct periodic reviews to identify areas for improvement and implement changes.

Stay updated with new Power BI features and capabilities to leverage them effectively.

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