Power BI Performance & Best Practices Checklist

What is this document?

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This comprehensive guide is designed to help you optimise your Power BI solutions. By following the outlined best practices, you’ll enhance the performance of your reports and dashboards, ensuring they deliver actionable insights effectively.

What areas does it cover?

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The checklist focuses on three essential domains critical to optimising your Power BI experience:

• Data Transformations: Learn how to efficiently prepare and clean your data for analysis.
• Data Modelling: Understand the best practices for creating robust data models that facilitate accurate reporting.
• Reporting: Discover strategies to design reports that are not only visually appealing but also functional and easy to navigate.

What will be the approach?

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Our approach consists of four key stages:

1. Current State: We begin by assessing your existing Power BI setup to identify strengths and weaknesses.
2. Optimisation: Through a series of targeted questions, we pinpoint areas for improvement.
3. Implementation: You’ll apply the identified enhancements to your Power BI solutions for optimal performance.
4. Evaluation: Finally, we measure the improvements to showcase tangible benefits and ensure ongoing success.

Benefits offered:

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By utilising this checklist, you will:

• Streamline your Power BI processes for improved efficiency.
• Enhance data accuracy and reporting capabilities.
• Ensure your solutions adhere to industry best practices.
• Maximise the return on investment from your Power BI tools.

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