Functional Requirements

Before you just load the data into Power BI, you need to think, somewhat obsessively, about the audience for it.

A report which is aimed at technical analysts who need to drill into details should be quite different to that aimed at an executive audience who perhaps just want high level numbers.

Once you know the audience, start with identifying the user stories/problem statements and the business questions that they need the report to answer.

Then define the calculations that you will need in order to answer them and  design the data model – the tables of data behind the Power BI report – accordingly.

Lastly, you will need to consider how your audience will consume the report and what features, within both the report itself and the Power BI platform more generally, they will be expected to use.