powerbi-report-planning

Orchestrates requirements gathering, spec approval, and implementation for new Power BI reports.

Updated Jul 14, 2026
One-click install
npx skills add https://github.com/9vantage/skills-for-fabric-clone --skill powerbi-report-planning-9vantage
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: powerbi-report-planning
Source: https://github.com/9vantage/skills-for-fabric-clone/tree/main/plugins/powerbi-authoring/skills/powerbi-report-planning
Command: npx skills add https://github.com/9vantage/skills-for-fabric-clone --skill powerbi-report-planning-9vantage

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Creating a new Power BI report from scratch involves scattered decisions about audience, scope, page layout, design identity, and publishing targets, often leading to rework when requirements are discovered mid-build. This Skill provides a guided Define-Inspect-Spec-Approve-Build-Validate-Publish workflow that locks a report specification before any PBIR authoring begins. ## Core Features & Use Cases - Structured Clarification Rounds: Runs up to five focused rounds covering dependencies, audience, model inventory, page plan, and design identity, asking one question at a time. - Locked Report Spec: Produces a single _brief/report-spec.md containing an approval-ready Markdown summary plus a canonical Design Brief: YAML contract consumed by the authoring skill. - End-to-End Implementation: After approval, coordinates model changes, PBIR generation, Desktop validation, screenshot review, and optional Fabric publishing via companion skills. - Use Case: A user says "build me a 4-page executive dashboard from this semantic model" and the Skill inspects the model, proposes page archetypes, locks the spec for approval, then builds and validates the report. ## Quick Start Ask the assistant to plan and build a new Power BI report from your semantic model, starting with a guided requirements workflow.

Frequently Asked Questions about powerbi-report-planning

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

FAQPage Schema
How do I plan and build a new Power BI report from a semantic model?

Start the guided workflow, which runs clarification rounds on audience, scope, page plan, and design identity, then locks a report spec for your approval. After approval, it builds the PBIR report, validates it in Power BI Desktop, and optionally publishes to Fabric.

What is the difference between powerbi-report-planning and powerbi-report-authoring?

The planning skill handles the full requirements-to-implementation workflow including spec approval, while powerbi-report-authoring handles direct PBIR file mechanics and validation. Use authoring for small surgical edits to existing reports and planning for new report creation.

Can I use this workflow without Power BI Desktop installed?

Yes, the dependency check marks Desktop preview as blocked or manual when unavailable, and planning continues. However, local visual validation, reload, and screenshot verification require Power BI Desktop to open the PBIP project.

Does the skill publish reports to Microsoft Fabric automatically?

No, publishing only happens when the approved delivery target explicitly includes it. The publish step is delegated to the powerbi-report-management skill, which handles byConnection schemas, LRO polling, and theme uploads.

When should I not use the report planning workflow?

Avoid it for small edits to existing PBIR files, where powerbi-report-authoring is appropriate, and for one-off design critiques or redesigns without implementation, where powerbi-report-design fits better.