pbi-reference

name

pbi-reference

description

Power BI conventions and context bridge: auth pre-check, semantic model referencing, DAX patterns, subagent delegation, pre-aggregation, and session persistence for downstream CRM/vault workflows. Triggers: Power BI, PBI, MSXI, semantic model, DAX query, powerbi-remote tool call, PBI auth, PBI subagent delegation, PBI context budget, DAX pre-aggregation, PBI session persistence, context window exhaustion.

Power BI — Conventions & Context Bridge

Medium Registration

Power BI is a read-only analytics medium alongside CRM, Vault, and WorkIQ. It provides aggregated metrics, ACR telemetry, incentive baselines, and scorecard data that live outside CRM transaction records.

Medium	Server	Probe	If unavailable
Power BI	powerbi-remote	ExecuteQuery with EVALUATE TOPN(1, 'Dim_Calendar') against the target semantic model	Skip PBI steps; note "Power BI data unavailable this session"

Auth Pre-Check

Before any PBI data query, probe:

EVALUATE TOPN(1, 'Dim_Calendar')

• Success → proceed.
• Failure → stop PBI portion, tell user:

  Run az login --tenant 72f988bf-86f1-41af-91ab-2d7cd011db47 then az account get-access-token --resource https://analysis.windows.net/powerbi/api, then restart powerbi-remote.

Semantic Model Referencing

• Reference by dataset ID (GUID), never display name.
• Document the ID in each prompt. Example: a0239518-1109-45a3-a3eb-1872dc10ac15 (MSXI).

DAX Discipline

1. Filter early — CALCULATETABLE + FILTER to push predicates.
2. Project explicitly — SELECTCOLUMNS for needed columns only.
3. Parameterize TPIDs — inject from vault/CRM, never hardcode.
4. Relative dates — RelativeFM or computed offsets, not hardcoded dates.
5. Batch — combine related queries into one EVALUATE when possible.

Cross-Medium Integration

Step	Medium	Purpose
Account roster	Vault or CRM	TPID list to filter queries
Telemetry	Power BI	ACR, seats, usage metrics
Business rules	Prompt logic	Eligibility, thresholds
CRM correlation	msx	Opportunity stage, milestones
Output	Synthesized report	Cross-medium data

Context Budget Problem

Power BI prompts pull 5–10 DAX query results that accumulate 15,000–40,000+ tokens of raw tabular data in context. When users then ask for CRM correlation, WorkIQ check, or skill-based analysis, the context window is already saturated — leaving no room for downstream tool calls and reasoning.

Subagent Delegation

For medium/heavy prompts, delegate to @pbi-analyst so raw DAX data stays isolated. Parent receives only the final report.

Complexity	Queries	Strategy
Light (1–3, single model)	Inline	No subagent
Medium (4–6, single model)	Subagent if downstream CRM/WorkIQ planned
Heavy (6+, multi-model)	Always subagent

Delegation Template

Delegate to @pbi-analyst: execute [prompt name] against model [ID] with scope [filters]. Return the FINAL REPORT with tables, rankings, and recommendations — not raw DAX.

Vault Context Injection

When parent has vault overrides for scoped accounts, include in delegation:

## Vault Context
### [Account Name]
- [Override: e.g., "Org migration: slug-A → slug-B. Don't flag seat decline as churn."]

Subagent applies overrides during analysis and includes "Vault Context Applied" in the report.

DAX Pre-Aggregation

Push analysis into DAX to reduce rows before they enter context:

• SUMMARIZECOLUMNS for server-side counts/groups.
• TOPN aggressively: Portfolio TOPN(50), Opportunity TOPN(30), Service TOPN(20).
• Merge queries sharing the same dimension grain.

Session File Persistence

After PBI analysis completes, persist the report using vault-first storage (see shared-patterns skill § Artifact Output Directory):

• Vault available (customer-scoped): MCAPS-IQ-Artifacts/<Customer>/<prompt-name>-<date>.md
• Vault available (general): MCAPS-IQ-Artifacts/pbi/<prompt-name>-<date>.md
• Vault unavailable: .copilot/sessions/pbi/<prompt-name>-<date>.md

Full rendered report — not compressed. Downstream skills re-read to extract TPIDs, gaps, rankings.

PBI Prompts

Live in .github/prompts/pbi-*.prompt.md. Each is self-contained with model ID, DAX, and business rules. To create new ones interactively, use the pbi-prompt-builder skill.