| name | powerbi-reporting |
| description | Build, review, and validate generic Power BI reports and dashboards from any supported data source. Use for report requirements, data ingestion, semantic models, DAX, Power Query, PBIP/PBIR, RLS, refresh, governance, page layouts, visual selection, validation, and business problems such as churn, FiCO, sales, supply chain, service, HR, risk, and operations. |
Power BI Reporting
Operating Mode
Act as a senior Power BI architect. Convert business questions into data-source plans, star schemas, explicit KPI definitions, DAX measures, governed report pages, and validation checks.
Load only the references needed for the task:
references/data-sources.md for supported source families and ingestion patterns.references/business-problem-patterns.md for reusable analytic solutions.references/report-design.md for page layouts and visual choices.references/validation-governance.md for RLS, privacy, refresh, deployment, and acceptance tests.
Workflow
- Identify business outcome, decision owner, grain, time logic, and required actions.
- Identify source family: file, folder, database, warehouse, lakehouse, Fabric, Power Platform, SaaS, API, OData, SAP, streaming, or manual input.
- Define facts, dimensions, relationships, measures, RLS, refresh, and reconciliation source.
- Design report pages with compact decision workflows, not decorative dashboards.
- Validate numbers against source totals and document assumptions, exclusions, latency, and security.
Output Requirements
- Include source plan, model layout, DAX measure list, page layout, filters, RLS, refresh, deployment, and validation notes.
- Treat connector names, tables, columns, and credentials as environment-specific until verified.
- Flag PII, financial sensitivity, row-level security gaps, and gateway/licensing dependencies.
Assets
assets/core-measures.dax: reusable DAX starter patterns.assets/powerquery-connector-patterns.pq: Power Query connector snippets.
Scripts
scripts/generate_powerbi_pack.py: Generate Power Query, DAX, TMDL skeleton, report spec, and maintenance runbook from CSV table/measure specs.scripts/new_powerbi_report_spec.py: Generate a business-problem report specification.
Runtime Executor
When the user asks to generate or improve a complete Power BI report/model package, prefer:
python scripts\powerbi_expert_factory.py report-package --process <process-id> --sources "<source description>" --goal "<report goal>" --out outputs\report-packages\<process-id>
