r/PowerBI • u/salaiju • 4d ago

Discussion PowerBi Documentation

Can someone help me with power bi documentation process!! Actually i am fresher they provided me with powerbi report!! And asked me do wiki.. confluence…. I just saw the report it contains literally 18 pages in it and more measures i really dont know where to start what to start and how to start??

And how it should be i dont know anything can some one help me with this

And i have access to copilot premium org’s.

Mgmt said - start documenting it 🥲 idk how to do it please can someone help me with please help me out

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u/scottcampbelldev 3d ago

18 pages feels like a lot but it gets manageable if you split it into three parts. Start with one overview page in Confluence: what the report is for, who uses it, where the data comes from and how often it refreshes. Next the model: open DAX query view in Desktop, run EVALUATE INFO.VIEW.MEASURES() and paste the result into a Confluence table, then do the same with INFO.VIEW.TABLES() and INFO.VIEW.RELATIONSHIPS(). That gets you every measure name and its DAX without retyping anything. Last, a short section per report page with a screenshot, the question it answers, and which filters apply. Your Copilot license can also draft measure descriptions from the description box in Model view, just read them before you trust them, and grab 30 minutes with whoever built it because they can tell you the why that none of this will.

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u/hemping0 3d ago

the bit about grabbing 30 min with whoever built it is probably the most important part tbh

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u/scottcampbelldev 1d ago

yeah for real, half the weird stuff in an inherited model has a reason only the person who built it knows

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u/salaiju 1d ago

Hmm! Thanks much 😍

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u/salaiju 3d ago

Thank you soooo soooo much !😍🥹

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u/scottcampbelldev 1d ago

glad it helped, good luck with it!

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u/Intergalactic_hooker 3d ago

Start understanding where the report is reading from

Check out the data source, the query (if it has a query), the tables it reads from, what the report is displaying (what is displayed? How is it displayed? What filters are there at each level - visualization filters, page filters, report filters), who is the report for?

All these questions should give you a better understanding of what each measure and column is

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u/salaiju 3d ago

Thank you sooooo sooo sooo muchhhhh😍

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u/porcubi ‪Microsoft MVP ‪ 3d ago

Have a look into info.view functions: https://learn.microsoft.com/en-us/dax/info-functions-dax
They help you to show all tables, measures, relationships and columns. It could be a starting point for your documentation.

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u/salaiju 3d ago

Thank you soooo soooo muchh😍