| 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
- Inventory reports, semantic models, workspaces, owners, refresh status, usage, endorsement, and source systems.
- Group artifacts by business domain, KPI family, source system, owner, and audience.
- Identify duplicates, stale reports, conflicting KPI definitions, orphaned datasets, unused reports, and broken refresh chains.
- Select consolidation targets: certified datasets, standard domain packs, retired reports, and migration backlog.
- 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.
