Several times, I have been asked about some basic rules when creating a reporting solution. Usually, I answer, “Well, that’s not so easy.” But here I am, starting to write them down.
Although I’m not religious, the principle of having a nice and even number of rules is fascinating. Therefore, here you find a rule set of ten rules for creating reporting solutions.
As a Power BI specialist, I know most about this tool, but I’ll do my best to formulate the rules in the most generic way possible.
Bear with me if I’m not 100 % successful at this.
When starting a new BI/Reporting/AI project, the essential question to pose to the client, stakeholders, or users is: What questions do you want to answer with the new solution?
If we don’t know what is requested, we can’t judge if the data can support providing the answer.
Or we can’t evaluate which data we need from the source system(s).
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