Power BI Questionnaire Power BI Questionnaire Company Name(Required) Contact Person(Required) First Last Email(Required) Directions- Please fill out all the questions below that you can, if you do not know an answer or have a question, please leave the field blank.We would love to chat with you. If you are having an issue, you can request assistance by emailing info@tsvmap.comWhat is the purpose of your reports, who is the audience, and what is the expected action?List of Current Reports Ex: Sales by CustomersWhat is the primary purpose of the existing report? Who are the consumers?Internal ConsumersExternal ConsumersBoth Internal and External ConsumersEx: Internal Team or External CustomersHow many consumers?1 - 1010 - 2525 PlusChoose how many people will need to see the reports.How frequently do consumers access the report?DailyWeeklyMonthlyQuarterlyYearlyEx: Daily, Weekly, Monthly, or QuarterlyWhat actions does this report empower consumers to take? How Consumers Use the Existing ReportCan we interview consumers of the existing report?YesNoWhat improvements would consumers like to see? What features are unnecessary? Owner and Subject Matter ExpertWho is the client "product owner" for the current report? Who will be the client "product owner" for the report migration? Who is the technology subject matter expert for the report data source(s)? What will the change management process be? Content DeliveryHow will users primarily interact with the PBI reports? (PBI service, email subscription, embedded within another application)?Does the solution need automated alert notifications? Interactivity NeedsWhat fields do consumers need to filter/slice on? What granularity of drilldown is desired? Data SourcesWhat data sources? (SQL databases, data warehouses, Excel, APIs, etc) are leveraged in the existing report?Are the data sources on-premises, cloud-based, or a mixture? How much historical data is required for the reporting solution?1 to 6 months1 Year1 to 5 Years5 to 10 Years(1month, 1 year, 5 years, etc)Is it necessary to track changes in historical data? e.g., live data vs. archive snapshotsWhat level of latency (refresh frequency) is sufficient for the solution? Security RequirementsWhat is the internal sensitivity level of this data? What is the external sensitivity level (e.g., regulatory requirements) of this data? Should report consumers be restricted to views of data based on their job role? Calculations, KPIs, and Business RulesWhat are the "must have" KPIs? What are the "nice to have" KPIs? Usability, Layout, and Cosmetic RequirementsDoes the solution need to align to a particular brand standard and/or color theme? What device(s) will be used to access the report (web browser, tablet, phone)? What screen sizes / aspect ratios are used by the report consumers? Printing and Exporting Needs?Is physical printing and/or PDF pagination compatibility necessary for the solution? Is exporting to PowerPoint or other non-tabular formats necessary for the solution? Risks or ConcernsWhat concerns do the stakeholders have with migrating the existing report? Open Issues and Backlog ItemsWhat projects are on the horizon that could use the same data model? Do you have any other projects or systems that could use the same process?EmailThis field is for validation purposes and should be left unchanged. Δ
