pbi-requirements-gathering

Guide a 10-phase Power BI requirements conversation and generate Markdown and HTML documents.

108|21|Updated Mar 14, 2026

Search Tags:#documentation #requirements #risk-management #claude-code #project-scoping #power-bi

One-click install

npx skills add https://github.com/lukasreese/powerbi-claude-skills --skill pbi-requirements-gathering

Or copy as Structured Prompt for Agent▼

Please help me install this Agent Skill.
Skill: pbi-requirements-gathering
Source: https://github.com/lukasreese/powerbi-claude-skills/tree/main/pbi-requirements-gathering
Command: npx skills add https://github.com/lukasreese/powerbi-claude-skills --skill pbi-requirements-gathering

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Power BI projects frequently stall due to unclear scope, weak sponsorship, and missing business context. This Claude skill provides a structured, multi-phase conversation to capture requirements, risks, and a portable deliverable you can resume later.

Core Features & Use Cases

Structured, 10-phase requirements dialogue that surfaces risks, ownership, and success criteria.
Generates a portable Markdown file and an HTML summary that teams can share and reference.
Supports a reusable reference question bank and template to standardise engagements across projects.
Use case: kick off a Power BI engagement, align stakeholders, and document decisions before building.

Quick Start

Open Claude, start a new session, and initiate the Power BI requirements gathering workflow to walk through 10 phases and produce a portable requirements document.

Frequently Asked Questions about pbi-requirements-gathering

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I gather requirements for a Power BI project?▼

Yes, you can generate a portable Markdown file and a client-ready HTML summary from the requirements gathering conversation, allowing teams to reference and share project decisions easily.

How do I document risks and scope when starting Power BI engagements?▼

The requirements workflow enforces a phase-by-phase approach, flagging risks in real time and creating a portable requirements document that can resume across sessions to prevent project stalls.

Can I generate a client-ready summary from Power BI project requirements?▼

No dependencies are required to start the requirements conversation; simply open a new session and initiate the workflow to walk through the 10 phases and produce your requirements document.

Does the Power BI requirements workflow support resuming sessions?▼

The workflow outputs a portable requirements document designed to resume across sessions, allowing you to pause and continue the structured 10-phase requirements conversation later.