Power BI Documentation

When you are designing Power BI reports, are you documenting the important info?

What happens if you are unavailable when your Power BI report breaks and someone else needs to try to fix it? Or update a page after you’ve left the company for an opportunity elsewhere?

For the past year, I've been trying to do a better job with creating documentation for my Power BI reports. I made the decision to create this info in PowerPoint and Excel since those are the most accessible to both technical folks and everyday coworkers. I went into this with the thought of helping someone who might not be a Power BI expert but is still knowledgeable of Power BI, Power Query, and DAX. This info is also helpful for when Future Katie is trying to figure out what dumb shit Past Katie did!

Here’s two images from the PPT and the info page of Excel, plus a link to download the PPT example documentation:

Further reading/links:

Download Example PBI Documentation PPT