- June 28, 2023
- Power BI
Sounds a little strange, I understand, but let me explain:
Before you open and turn on your laptop, you want to make sure that you have first determined what you are going to do.
Go low-tech! Technology only gets in the way of your common sense and creativity during this phase. Just use a whiteboard and some markers or a few sheets of paper and a pencil. Don't forget an eraser, because you're going to come up with all kinds of different ideas.
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Then follow these steps:
1️⃣ Define report user.
2️⃣ Determine the information needs of the report user.
3️⃣ Create a draft of the report. This need not be set in stone, but will serve as a direction.
4️⃣ Create a draft of the data model, starting with the fact table(s) and then the dimensions.
Now you have a clear idea of what you will use Power BI for and you can open Power BI and start building!
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Doing this first will significantly increase the likelihood that important decisions will actually be based on your report.
