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> Power BI environment setup checklist.
Power BI environment setup checklist.
Prerequisites
Ensure that you have a valid Power BI license (Pro or Premium)
Data Preparation
Identify and gather the data sources needed for reports
Clean and transform data using Power Query Editor
Define relationships between different data tables
Create calculated columns and measures as needed
Report Development
Design the report layout in Power BI Desktop
Add visualizations (charts, tables, maps, etc.) to the report
Configure filters and slicers for interactivity
Apply themes and formatting for a professional look
Testing and Validation
Validate data accuracy and report calculations
Test interactivity of visuals and report filters
Gather feedback from stakeholders for adjustments
Make necessary revisions based on testing feedback
Deployment
Publish the report to the Power BI Service
Configure dataset refresh schedules
Share the report with relevant stakeholders
Set up row-level security if needed
Monitoring and Maintenance
Monitor report usage and performance in the Power BI Service
Update reports and datasets as data changes
Review and adjust security settings periodically
Collect ongoing user feedback for continuous improvement
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