powerbi-source-metadata-discovery

Use when a Power BI solution needs metadata discovery for SAP, Salesforce, Dynamics/Dataverse, Power BI/Fabric, SQL databases, OData feeds, REST APIs, files, warehouses, lakehouses, or semantic models before designing reports.

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Repository: rweisssieker-xp/PowerBi-Codex-Plugin
Last source activity: May 3, 2026 at 13:33
Detected SKILL.md language: English
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npx skills add https://github.com/rweisssieker-xp/PowerBi-Codex-Plugin --skill powerbi-source-metadata-discovery

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SKILL.md

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Power BI Source Metadata Discovery

Use this skill before committing to field names, tables, relationships, or extraction logic.

Discovery Targets

Power BI native connector source classes: File, Database, Microsoft Fabric, Power Platform, Azure, Online Services, and Other.

Files: Excel Workbook through the native Excel connector, Text/CSV, XML, JSON, Folder, PDF, Parquet, SharePoint Folder, OneDrive/SharePoint-hosted files, and folder-combine patterns.

SAP: CDS views, OData metadata, BW queries, Datasphere objects, replicated warehouse tables.

Salesforce: objects, fields, relationships, picklists, record types.

Dynamics/Dataverse: entities/tables, columns, option sets, relationships, security roles.

Power BI/Fabric: workspaces, semantic models, tables, measures, lineage, refresh, endorsements.

SQL/warehouse/lakehouse: schemas, tables, columns, data types, constraints, row counts, partitions.

APIs/OData: metadata document, endpoints, pagination, filters, throttling, delta support.

Generic connectors: Web, OData, ODBC, OLE DB, certified third-party connectors, custom connectors, R/Python script sources, and exported files from unsupported source products.

Output Requirements

Produce metadata inventory, candidate facts/dimensions, key candidates, quality concerns, and extraction options.

Mark unknowns that block model design.

State the exact Power BI / Power Query connector family, connection mode, gateway/credential need, folding expectation, and production fallback.

For Excel sources, identify workbook path type, sheets/tables/named ranges, header rows, date/number culture, merged cells, hidden sheets, schema drift risk, and whether the source should be promoted into a governed lakehouse/warehouse before production use.