Reporting Requirements
Define dashboard users and the business questions that determine the reporting dataset.
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Plan BI dashboards and reporting services around defined questions, consistent measures and the people who need to interpret them.

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Identify report users, questions and reporting cadence.
Define model relationships and calculation rules.
Review dashboard navigation with business readers.
Reporting Inputs
Avoid measures without an agreed business definition.
Avoid source joins with unexplained record duplication.
Confirm the reporting grain and date requirements.
BI Model Scope
Agree on the datasets and dashboards being delivered.
Exclude unrelated operational-system replacement work.
Exclude measures unsupported by the available sources.
Report Review
Compare totals and filtered views with source examples.
Do not hide refresh or data-coverage limitations.
Do not assume every audience needs the same access.
Connect dashboard requirements, consistent measures and reporting ownership so business teams can interpret the information they receive.
Agree on the users, decisions and reporting cadence before selecting dashboard charts or building a data model.
Define calculation rules and relationships so totals, comparisons and filtered views describe the same business concepts.
Review navigation, filter context and refresh expectations with the people responsible for interpreting the reports.
Connect reporting definitions to everyday business use.
Define reporting questions and business users.
Agree on measures and reporting terminology.
Connect records at a defined reporting grain.
Show periods, filters and calculation context.
Assign report maintenance and refresh duties.
Build corporate dashboards around consistent measures, source relationships and the needs of the people reading each report.
Define dashboard users and the business questions that determine the reporting dataset.
Keep calculation definitions and record relationships consistent across reports and filtered views.
Present figures with the filters and periods needed to understand what each visual represents.
Assign responsibility for refresh behavior, access decisions and investigation of reporting issues.
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