Power BI

Power BI reporting that people read

Reporting is a process, not a file. The structure, the cadence and the quality checks matter more than the visual polish.

Updated September 20, 2026

Three report types, three shapes

  • Monitoring: one screen, stable metrics, comparisons against target
  • Diagnostic: filters and breakdowns, built for someone hunting a cause
  • Narrative: a small number of visuals with written findings for a meeting

Quality checks before each send

  • Refresh time is visible and recent
  • Row counts match the source within a known tolerance
  • Totals reconcile to one number someone else owns
  • Every filter default is intentional, not left over from editing

Retire what nobody opens

Usage data exists for a reason. A report with no viewers for a quarter is maintenance cost with no return; archive it and note who to contact if it is missed.

Frequently asked questions

How do I stop rebuilding the same report every week?

Move the repeated steps into a scheduled automation and keep only the interpretation manual.

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