# Power BI Report Documentation (Production)

> **Note:** This documentation is mandatory for all production reports.  
> Irrelevant chapters may be left empty but must not be removed.

---

## 1. Metadata

| Field | Value |
|-----|------|
| Report Name | {{META_ReportName}} |
| Description | {{META_Kurzbeschreibung}} |
| Business Unit | {{META_Fachbereich}} |
| Department | {{META_Abteilung}} |
| In Production Since | {{META_ProduktivDatum}} |
| Current Version | 1.0 |
| Status | Production |
| Last Updated | 2026-04-20 |

---

## 2. Contacts & Responsibilities

| Role | Name / Team | Contact |
|-----|-------------|--------|
| Business Owner | {{KONTAKT_BusinessOwner}} | {{KONTAKT_BusinessOwnerMail}} |
| Technical Owner | {{KONTAKT_TechOwner}} | {{KONTAKT_TechOwnerMail}} |
| Data Owner | {{KONTAKT_DataOwner}} | {{KONTAKT_DataStewardOwner}} |
| Operations / Support | {{KONTAKT_Betrieb}} | {{KONTAKT_BetriebMail}} |

---

## 3. Business Objective & Context

### 3.1 Objective
{{BIZ_Zielsetzung}}

### 3.2 Business Use Case
{{BIZ_Anwendungsfall}}

### 3.3 Dependencies on Other Reports
{{BIZ_Abhängigkeiten}}

---

## 4. KPIs & Business Logic

### 4.1 KPI Overview

| KPI Name | Description | Business Definition | Calculation Logic |
|--------|-------------|---------------------|-----------------|
| {{KPI_Name}} | {{KPI_Beschreibung}} | {{KPI_Definition}} | {{KPI_Berechnungslogik}} |

### 4.2 Glossary
| Term | Definition |
|-------|------------|
| {{GLOSSAR_Begriff}} | {{GLOSSAR_Definition}} |

---

## 5. Data Sources & Data Lineage

### 5.1 Data Source Overview

| Source | System | Schema / Tables | Data Owner | Domain |
|------|--------|------------------|-----------|--------|
| {{DS_Quelle}} | {{DS_System}} | {{DS_SchemaTabellen}} | {{DS_Owner}} | {{DS_Domäne}} |

### 5.2 Detailed Description per Data Source
{{DS_Detailbeschreibung}}

### 5.3 Data Architecture & Model

{{DS_Architektur}}

### 5.4 Dataflows / Pipelines
> Reference to separate documentation  
{{DS_PipelineReferenz}}

### 5.5 Data Lineage (Sketch)

{{DS_Lineage}}

---

## 6. Power Query (Data Transformation)

{{PQ_ServiceHinweis}}

### 6.1 Query Overview

| Query Name | Source | Target Table | Description |
|-------------|--------|-------------|--------------|
| {{PQ_Name}} | {{PQ_Quelle}} | {{PQ_ZielTabelle}} | {{PQ_Beschreibung}} |

### 6.2 Transformation Steps per Query

| Query | Step | Description | M-Code (Excerpt) |
|---------|---------|--------------|-----------------|
| {{PQT_Abfrage}} | {{PQT_Schrittname}} | {{PQT_Beschreibung}} | {{PQT_MCode}} |

### 6.3 Parameters & Functions

| Name | Type | Description | Default Value |
|------|-----|--------------|-------------|
| {{PARAM_Name}} | Parameter / Function | {{PARAM_Beschreibung}} | {{PARAM_Standardwert}} |

### 6.4 Data Types & Column Mapping

| Query | Column | Source Data Type | Target Data Type | Transformation |
|---------|--------|---------------|---------------|---------------|
| {{COL_Abfrage}} | {{COL_Spalte}} | {{COL_QuellTyp}} | {{COL_ZielTyp}} | {{COL_Transformation}} |

### 6.5 Error Handling & Data Quality

- Handling of NULL values: {{PQ_NullHandling}}
- Erroneous rows: {{PQ_ErrorHandling}}
- Data validation rules: {{PQ_Validierungsregeln}}

### 6.6 Performance Notes

- Query Folding active: {{PQ_QueryFolding}}
- Known performance bottlenecks: {{PQ_PerformanceHinweise}}
- Optimization measures: {{PQ_Optimierungen}}

---

## 7. Power BI Model & Technical Implementation

### 7.1 Artifacts
- Dataset: {{MODELL_DatasetName}}
- Report: {{MODELL_BerichtName}}
- App: {{MODELL_AppName}}

### 7.2 Dependent Reports (based on this Semantic Model)

| Report Name | Report ID | URL |
|-------------|-----------|-----|
| {{DEP_BerichtName}} | {{DEP_BerichtID}} | {{DEP_BerichtURL}} |

### 7.3 Data Model

#### Fact & Dimension Tables

| Table | Type | Description |
|---------|-----|-------------|
| {{TBLTYP_Tabelle}} | {{TBLTYP_Typ}} | {{TBLTYP_Beschreibung}} |

#### Cardinalities / Relationships

| From (Table.Column) | To (Table.Column) | Cardinality | Cross Filter | Active |
|----------------------|----------------------|-------------|-------------|-------|
| {{REL_Von}} | {{REL_Nach}} | {{REL_Kardinalität}} | {{REL_Kreuzfilter}} | {{REL_Aktiv}} |

### 7.4 Measures (DAX)

| Measure | Description | DAX |
|-------|-------------|-----|
| {{DAX_Measure}} | {{DAX_Beschreibung}} | {{DAX_Formel}} |

### 7.5 Calculated Columns & Tables
{{MODELL_CalcBeschreibung}}

### 7.6 Visuals & Interactions
- Visual types used
- Filter logic
- Drilldowns / Interactions

{{MODELL_Visuals}}

---

## 8. Security & Permissions

### 8.1 Roles & Access
| Role | Description | Table | Permission Logic (DAX) |
|-----|-------------|---------|--------------------------|
| {{RLS_Rolle}} | {{RLS_Beschreibung}} | {{RLS_Tabelle}} | {{RLS_FilterLogik}} |

### 8.2 RLS Role Members
{{RLS_Mitglieder}}

### 8.3 Report Access
{{RPT_Zugriffe}}

### 8.4 Row Level Security (RLS)
{{SEC_RLSBeschreibung}}

### 8.5 Object Level Security (OLS)
{{SEC_OLSBeschreibung}}

### 8.6 Sensitivity Labels
{{SEC_Labels}}

### 8.7 Risks & Limitations
{{SEC_Risiken}}

---

## 9. Operations & Maintenance

### 9.1 Refresh & Updates
| Type | Frequency | Time | Dependencies |
|----|----------|---------|---------------|
| {{REFRESH_Typ}} | {{REFRESH_Frequenz}} | {{REFRESH_Uhrzeit}} | {{REFRESH_Jobs}} |

### 9.2 Monitoring & Error Handling
{{OPS_Monitoring}}

### 9.3 Known Issues / Technical Debt
{{OPS_BekannteProbleme}}

---

## 10. Endorsement

{{ENDORSEMENT_Analyse}}

---

## 11. Versioning & Change History

### 11.1 Repository / Storage
{{VER_Repository}}

### 11.2 Change Log

| Version | Date | Change | Old Value | New Value | Type (business/technical) | Author |
|-------|-------|---------|-----------|-----------|--------------------------|-------|
| {{LOG_Version}} | {{LOG_Datum}} | {{LOG_Änderung}} | {{LOG_AlterWert}} | {{LOG_NeuerWert}} | {{LOG_Typ}} | {{LOG_Autor}} |
| 1.0 | 2026-04-20 | Fields updated: COL_Abfrage, COL_QuellTyp, COL_Spalte, COL_ZielTyp, DAX_Formel, DAX_Measure, DS_Owner, DS_Quelle, DS_System, META_ReportName, MODELL_BerichtName, MODELL_DatasetName, PQT_Abfrage, PQT_MCode, PQT_Schrittname, PQ_Name, PQ_Quelle, PQ_ZielTabelle, REL_Aktiv, REL_Kardinalität, REL_Kreuzfilter, REL_Nach, REL_Von, RLS_FilterLogik, RLS_Rolle, RLS_Tabelle, TBLTYP_Tabelle, TBLTYP_Typ | technical | Auto-Documentation |

---

## 12. Approval & Review

| Role | Name | Date | Comment |
|-----|------|-------|----------|
| Business | {{REVIEW_FachName}} | {{REVIEW_FachDatum}} | {{REVIEW_FachKommentar}} |
| Technical | {{REVIEW_TechName}} | {{REVIEW_TechDatum}} | {{REVIEW_TechKommentar}} |

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## 12. Appendices & References
- External documentation
- Architecture diagrams
- Regulatory evidence (separate)
