Power BI Questionnaire

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Directions- Please fill out all the questions below that you can, if you do not know an answer or have a question, please leave the field blank.

We would love to chat with you. If you are having an issue, you can request assistance by emailing dwerne@mojoe.net or john@mojoe.net

What is the purpose of your reports, who is the audience, and what is the expected action?

List of Current Reports

Ex: Sales by Customers

What is the primary purpose of the existing report?

Who are the consumers?

Ex: Internal Team or External Customers

How many consumers?

Choose how many people will need to see the reports.

How frequently do consumers access the report?

Ex: Daily, Weekly, Monthly, or Quarterly

What actions does this report empower consumers to take?

How Consumers Use the Existing Report

Can we interview consumers of the existing report?

What improvements would consumers like to see?

What features are unnecessary?

Owner and Subject Matter Expert

Who is the client "product owner" for the current report?

Who will be the client "product owner" for the report migration?

Who is the technology subject matter expert for the report data source(s)?

What will the change management process be?

Content Delivery

How will users primarily interact with the PBI reports?

(PBI service, email subscription, embedded within another application)?

Does the solution need automated alert notifications?

Interactivity Needs

What fields do consumers need to filter/slice on?

What granularity of drilldown is desired?

Data Sources

What data sources?

(SQL databases, data warehouses, Excel, APIs, etc) are leveraged in the existing report?

Are the data sources on-premises, cloud-based, or a mixture?

How much historical data is required for the reporting solution?

(1month, 1 year, 5 years, etc)

Is it necessary to track changes in historical data?

e.g., live data vs. archive snapshots

What level of latency (refresh frequency) is sufficient for the solution?

Security Requirements

What is the internal sensitivity level of this data?

What is the external sensitivity level (e.g., regulatory requirements) of this data?

Should report consumers be restricted to views of data based on their job role?

Calculations, KPIs, and Business Rules

What are the "must have" KPIs?

What are the "nice to have" KPIs?

Usability, Layout, and Cosmetic Requirements

Does the solution need to align to a particular brand standard and/or color theme?

What device(s) will be used to access the report (web browser, tablet, phone)?

What screen sizes / aspect ratios are used by the report consumers?

Printing and Exporting Needs?

Is physical printing and/or PDF pagination compatibility necessary for the solution?

Is exporting to PowerPoint or other non-tabular formats necessary for the solution?

Risks or Concerns

What concerns do the stakeholders have with migrating the existing report?

Open Issues and Backlog Items

What projects are on the horizon that could use the same data model?

Do you have any other projects or systems that could use the same process?

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