I have been asked several times about some basic rules when creating a reporting solution. I usually respond, “Well, that's not so easy.” But here I am, starting to write them.
Although I'm not religious, the principle of having a nice even number of rules is fascinating. So, here you will find a set of ten rules for creating reporting solutions.
As a Power BI specialist, I know more about this tool, but I will do my best to formulate the rules as generic as possible.
Please bear with me if I'm not 100% successful at this.
When starting a new BI/Reporting/ai project, the essential question to ask the client, stakeholders or users is: What questions do you want to answer with the new solution?
If we don't know what is requested, we cannot judge whether the data can support the answer.
Or we cannot evaluate what data we need from the source systems.
