Here's how the process might look in a real-time setting:
Initial Meeting and Requirement Gathering: Project stakeholders, including business analysts, managers, and end-users, meet to discuss the objectives and goals of the Power BI report.
During this meeting, the team discusses the data sources, metrics, KPIs, and the scope of the report.
2. High-Level Documentation:
After the initial meeting, a high-level document or project brief is created, summarizing the agreed-upon objectives, data sources, and key requirements.
This document serves as a reference point for the development team throughout the project.
3. Data Team Involvement:
The data team, which may include data engineers and data analysts, works on data extraction, cleaning, and transformation.
They ensure that the data is in the right format for analysis and create a data model that establishes relationships between tables.
4.Visualization Design and Mockups:
The data team collaborates with the business analysts and end-users to understand the required visualizations.
Based on the discussions, the data team creates mockups or prototypes of the report to demonstrate how the data will be visualized.
5. Feedback and Iteration:
Stakeholders review the mockups and provide feedback to ensure that the visualizations meet their needs.
The data team iteratively refines the visualizations based on the feedback received.
6. Report Development:
The development team, which may include data analysts and Power BI developers, starts building the report using Power BI Desktop.
They implement the data model, create visualizations, and add interactivity features like slicers and filters.
7. Collaboration and Feedback Loop:
Throughout the development process, the team maintains open communication, seeking regular feedback from stakeholders.
Regular check-ins and status meetings are conducted to keep all parties informed of the progress.
8. User Acceptance Testing (UAT):
Before deployment, stakeholders perform User Acceptance Testing to validate the report's accuracy and usability.
Any issues or refinements are addressed during this phase.
9. Deployment and Sharing:
Once the report is approved, it is published to the Power BI service for sharing with end-users.
Access permissions are configured based on user roles.
10. User Training and Support:
End-users receive training on how to use the report effectively to gain insights.
Support channels are established to address user questions or issues.
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