Microsoft Power BI Onboarding

Upload your report designs with this form

Report Name*

A descriptive name for the report.

Report Description*

Audience: Who is the report for? Is it internal or customer facing? What role does the user(s) have in the organisation - Analyst/executive/information worker? Is this for one person or many?

Purpose: What are the questions this report answers or insights it reveals? Does this fit into a wider process (such as bank account reconciliation, cash balancing, debtor chasing and so on)?

Benefits: Why is the report useful?

Variations: Are there any desirable variations– eg such as by month/quarter/year or by product/account code?

Report Design*

Upload a design of your report, highlighting any key elements you want to see. This could be a paper and pencil sketch, Excel sheet or any other way that helps express what you're looking for.

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Microsoft Power BI Onboarding

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