← ClaudeAtlas

pbir-report-workflowlisted

Use when scaffolding or building a new Power BI report end-to-end from a published semantic model using the pbir CLI. Covers the 10-step workflow — KPI / filter / granularity requirements, model field discovery via pbir model, pbir new report scaffold, renaming the default Page 1 instead of adding a new one, 3-30-300 visual hierarchy for three viewing distances (glance / scan / investigate), layout math with margin/gap constants (always inspect the scaffolded page first), row-by-row visual placement with explicit coordinates, explicit sort after bind, report vs page filters, extension-measure conditional formatting with theme tokens like good/bad, time-granularity inference from the active date filter, pbir validate + publish. Invoke when user says 'build a report', 'scaffold a dashboard', or 'lay out a KPI page'.
wardawgmalvicious/claude-config · ★ 1 · AI & Automation · score 72
Install: claude install-skill wardawgmalvicious/claude-config
## PBIR Report Workflow End-to-end workflow for building Power BI reports from a published semantic model using `pbir` CLI. Requires the model to already exist in a Fabric/Power BI workspace. ### Workflow Steps 1. Gather requirements (KPIs, filters, granularity, audience) 2. Discover model fields and data types 3. Create project folder + scaffold report 4. Rename default page (do not add a new one) 5. **Measure the scaffold** (existing visuals, theme, canvas size) before computing layout 6. Plan layout arithmetic from the measured scaffold 7. Add visuals row-by-row with explicit coordinates 8. Bind fields and set sort direction explicitly 9. Add report-level and page-level filters 10. Apply bespoke formatting only when theme is insufficient 11. Validate, then publish ### Rules - Visuals must NOT overlap - Favor theme changes over per-visual overrides - Favor extension measures (`_Fmt`) with theme tokens (`good`/`bad`) for conditional formatting - Always create reports inside a named project folder - Run `pbir validate` after every mutation - Use PascalCase for project / report / page / visual names - Edit PBIR JSON directly via Claude Code or `pbir set` — do NOT use Tabular Editor - Do NOT add `PBI_*` annotations manually ### Step 1 — Requirements & Model Discovery ```bash pbir model # List reports + models pbir model "Sales.Report" -d # Model definition pbir model