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Best Practices

Report Naming

 Report naming standards are based on the ability to organize Power BI report within the Cloud services. Currently we have decided to name report with a 3 to 4 letter abbreviation that quickly identifies the the data contained within the report, followed by a "_" (Underscore), then the actual report name.

Example: Publications Reports will start with PUB_PublicationDetails. Naming of all reports should be pre-planned prior to saving to the Published Cloud so easy location and report deployment can be completed without any confusion.

A look at the landscape and terminology

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Reports can be used to monitor, uncover, track, predict, measure, manage, test, and more. If, for example, the business need is a sales report that measures performance, then you might design a report that looks at current sales, compares it to previous sales, compares to competitors, and includes some KPIs that trigger alerts. Perhaps readers can drill down into the sales numbers to see store closures or supply chain issues that may be impacting sales. Another drilldown drill-down might be the ability to look at sales by store, region, product, season, and more.

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