How do you lead analysis work and the use of Power BI?
Created with AI.
Use this routine to prioritise analytical needs and ensure reports have both a recipient and an owner. The leader does not need to build the reports personally.
- 6 steps
- Total time: 45 min
- Preparation: 10 min
- Result: A prioritised analysis plan with decision owners, quality expectations and ongoing management.
Required tools
- Worksheet and approved business application — Practise locally with fictional data. Apply changes in your work only within your agreed role and organisation's routines.
Working routine
1.Prioritise decisions rather than report requests
Ask requesters for the decision, expected benefit and deadline. Check existing reports before starting new work. Consider recurrence and the consequences of a wrong answer.
Do this and check the result
Choose three needs and justify their order. Defer unclear requests until a decision owner and purpose are established.
2.Assign definition, data and report ownership
Agree who defines the metric, who corrects source errors and who maintains the report. One person may hold several roles, but responsibilities must remain explicit.
Do this and check the result
For one important report, name the decision owner, data owner, report owner and backup. Test whom to contact for a wrong definition and a failed refresh.
3.Agree proportionate quality expectations
Match verification to the decision's consequences and the report's use. Require documented definitions, reconciliation and understandable uncertainty. Allow time for expert checks and user feedback.
Do this and check the result
Practice case: A one-off hypothesis and a recurring management report need different ongoing support. Both need correct figures, but the enduring product also needs a refresh and support plan.
4.Use the report to make a decision
Open the meeting with the decision question. Check period and filters, investigate differences and distinguish explanation from guesswork. Finish with an action, owner and follow-up date.
Do this and check the result
If two reports disagree, reconcile definitions before choosing action. The most attractive chart does not determine the correct figure.
5.Manage capacity and the reporting portfolio
Review usage, errors, maintenance and overlap. Agree which reports continue, merge or retire with affected users. Reserve capacity for training and support.
Do this and check the result
Review five reports with their owners. Each needs a known purpose and an explicit future decision, with notice before changes affecting users.
Further reading
6.Official product context
The working routines and fictional examples above are ProsessPilotene learning material. Use the official product documentation below for product context; availability depends on your organisation's setup.
Microsoft: BI content ownership and management
Discussion
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