Most Power BI projects don't fail during the build.
They fail in the first two weeks because nobody asked the right questions.
This Claude skill fixes that.
Built by a senior Power BI consultant. Based on real project failures.
A structured, conversation-driven requirements gathering assistant for Power BI projects. Claude asks the right questions — one at a time — across 10 phases, flags risks as they surface, and produces a portable requirements document your whole team can use.
For a small to mid-size project, the full conversation takes between half an hour and two hours, depending on how quickly you can confirm answers. Large enterprise projects take longer.
| # | Phase | What it catches |
|---|---|---|
| 1 | Business Context & Sponsorship | Vague scope, weak sponsor, missing decision makers |
| 2 | Data & Sources | Dirty data, missing ownership, access problems |
| 3 | Data Modelling & Semantic Layer | Flat tables, no star schema, missing naming conventions |
| 4 | Performance & Scale | Wrong storage mode, volume surprises, high cardinality |
| 5 | Admin & Infrastructure | Refresh limits, gateway issues, Fabric readiness |
| 6 | Report & Visual Requirements | Scope creep, KPI conflicts, mobile gaps |
| 7 | Security, Access & Licensing | RLS design, viewer count, licensing surprises |
| 8 | Integration & Business Logic | KPI definition conflicts, currency, fiscal year |
| 9 | Governance & Workspace Standards | Naming conventions, version control, dataset certification |
| 10 | Change Management & Adoption | No adoption plan, missing training, resistance not addressed |
1. Portable Markdown file — saved locally, paste back into any Claude session to resume, update, or hand off. Includes a Quick Summary at the top: answered questions, red flags, overall readiness score, and recommended next step.
2. HTML Requirements Summary — clean, client-ready output with a readiness score, phase progress bars, collapsible phase sections, and a colour-coded risk register.
- Install this skill (download
pbi-requirements-gathering.skill, add via Settings → Skills) - Start a new conversation and say:
"Start Power BI requirements gathering for [project name]" - Claude introduces the process and begins Phase 1
- Answer one question at a time — Claude flags risks inline
- Save the markdown file after each phase
- Paste it back next session to resume
- Copy
SKILL.mdcontents into a Claude system prompt - Start a conversation as above
Paste your saved requirements.md at the start of any new Claude session:
"Here are my requirements so far: [paste markdown]. Pick up where we left off."
Claude reads your progress, preferences, and open flags — and continues from the right phase.
pbi-requirements-gathering/
├── SKILL.md # Claude skill instructions
├── pbi-requirements-gathering.skill # One-click install bundle
└── references/
├── questions.md # Full question bank with red flags + tips
└── requirements-template.md # Portable markdown template with Quick Summary
- pbi-report-builder — Generate Power BI PBIR report files programmatically
Built by Lukas Reese — Power BI consultant specialising in end-to-end development, data modelling, and IBCS dashboard design.
If this saved you time on a project, a ⭐ on the repo goes a long way.