Date
Last edited time
Dec 3, 2025 11:58 PM
Status
Not started
Multi-select
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1. DATA LOADING
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2. DATA PREPARATION (Power Query)
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3. DATA MODELLING
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4. VISUALISATION
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5. ANALYSIS
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6. MANAGE & MAINTAIN
QUICK REFERENCE CHECKLIST
Use this for every project:
Data Prep:
All columns have correct data types
Dates are Date format (not DateTime unless needed)
Text columns trimmed and cleaned
Nulls handled appropriately
Queries renamed clearly
Staging queries disabled from loading
Data Model:
Date table created using CALENDAR/CALENDARAUTO
Date table has Year, Month, Quarter, Week columns
Sort columns created and applied (Month Short, Day Short, Quarter)
Date table marked as date table
All relationships created and validated
Relationship directions correct (Many-to-One from Fact to Dim)
IDs and keys hidden from report view
Measures organized in separate table
Hierarchies created where appropriate
Default summarizations set correctly
Measures:
Base measures created (Total Sales, Total Quantity, etc.)
Time intelligence measures added (YTD, MTD, PY)
DIVIDE used instead of "/" operator
Measures formatted correctly
Complex measures documented
Visuals:
Appropriate chart types selected
Data sorted appropriately
Colors consistent with theme
Titles clear and descriptive
Slicers added for filtering
Cross-filtering configured properly
Deployment:
Report published to correct workspace
Scheduled refresh configured
Refresh tested successfully
Permissions assigned
Documentation completed
Save this framework and use it as your go-to checklist for every Power BI project. It ensures you never miss critical steps like marking date tables, creating sort columns, or setting proper data types.