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powerbi-report-planning

Plan Power BI reports through an approval-gated workflow from requirements to implementation.

14|3|Updated Mar 13, 2026
Search Tags:#requirements-gathering#dashboard-design#semantic-model#powerbi#pbip#report-planning#fabric-publishing
One-click install
npx skills add https://github.com/patrikborosch/AnalyticsPlatformAgents --skill powerbi-report-planning-patrikborosch
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: powerbi-report-planning
Source: https://github.com/patrikborosch/AnalyticsPlatformAgents/tree/main/creator/skills/powerbi-report-planning
Command: npx skills add https://github.com/patrikborosch/AnalyticsPlatformAgents --skill powerbi-report-planning-patrikborosch

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates the disjointed, error-prone process of creating Power BI reports by providing a structured, approval-gated workflow that aligns requirements, design, and implementation, reducing rework and ensuring reports meet stakeholder needs.

Core Features & Use Cases

  • Guided Requirements Gathering: Conducts focused clarification rounds to capture audience, scope, page plan, design direction, and delivery targets without redundant questioning.
  • Semantic Model Alignment: Automatically inspects available semantic models, datasets, or PBIP projects to align report scope with existing data assets and identify required model changes.
  • Approval-Gated End-to-End Build: Generates a locked, stakeholder-approved report spec before implementation, then coordinates model updates, PBIR authoring, validation, and optional Fabric publishing.
  • Use Case: A business analyst can use this Skill to plan a new executive sales dashboard from a Fabric semantic model, get sign-off on the spec, and automatically generate the production-ready report without manual PBIR editing.

Quick Start

Use the powerbi-report-planning skill to create a new Power BI executive sales dashboard from the company's Fabric semantic model, including requirements capture, spec approval, and end-to-end implementation.

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 a Power BI report from requirements gathering to final build?▼

Power BI report planning involves a structured, approval-gated workflow that captures audience, scope, and design direction before implementation. This process aligns semantic models and generates a locked report spec to coordinate end-to-end PBIR authoring.

What is an approval-gated workflow for Power BI dashboard design?▼

An approval-gated workflow for Power BI dashboard design requires stakeholder sign-off on a locked report specification before implementation begins. This ensures page architecture, design identity, and scope are validated, eliminating disjointed creation processes and reducing rework.

Can I use existing semantic models and PBIP projects when planning a new Power BI report?▼

Yes, the planning process automatically inspects available semantic models, datasets, or PBIP projects to align report scope with existing data assets. This semantic model alignment identifies required model changes before generating the final report specification.

How do I generate a production-ready Power BI report without manual PBIR editing?▼

You can generate a production-ready Power BI report by using an approval-gated planning process that coordinates PBIR authoring automatically. Once the stakeholder-approved report spec is locked, the workflow handles model updates, validation, and optional Fabric publishing.

Does this Power BI report planning process support Fabric publishing?▼

Yes, the end-to-end Power BI report build process includes optional Fabric publishing as a final step. After coordinating model updates, PBIR authoring, and validation against the locked spec, the workflow can publish directly to Fabric.

What is the best way to capture requirements for a new Power BI executive dashboard?▼

The best way to capture requirements for a Power BI executive dashboard is through guided clarification rounds. This process focuses on audience definition, scope planning, page architecture, and design identity locking to ensure all functional requirements are met without redundant questioning.

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