powerbi-portfolio-rationalization

name	powerbi-portfolio-rationalization
description	Rationalize large Power BI report portfolios. Use for duplicate reports, unused reports, conflicting KPIs, owner gaps, broken refreshes, obsolete data sources, workspace cleanup, certification candidates, and expert-reduction roadmap planning.

Power BI Portfolio Rationalization

Use this skill when the organization has many reports, datasets, workspaces, or Power BI experts maintaining overlapping content.

Workflow

1. Inventory reports, semantic models, workspaces, owners, refresh status, usage, endorsement, and source systems.
2. Group artifacts by business domain, KPI family, source system, owner, and audience.
3. Identify duplicates, stale reports, conflicting KPI definitions, orphaned datasets, unused reports, and broken refresh chains.
4. Select consolidation targets: certified datasets, standard domain packs, retired reports, and migration backlog.
5. Produce a rationalization roadmap with savings estimate and risk controls.

Output Requirements

• Include keep, merge, certify, refactor, migrate, retire, and investigate categories.
• Preserve audit, compliance, and executive reports until business owner sign-off exists.

Assets

• assets/portfolio-inventory-template.csv: report inventory template.