FIELD GUIDE
Preserve the definition before you move the artifact.
Excel to Power BI ERP Reporting: a practical field guide for ERP BI teams.
Core checklist
- Audience and decision owner defined
- KPI definitions and owners documented
- Source systems and authoritative records identified
- History and refresh requirements documented
- Security boundaries documented
- Validation and reconciliation agreed
- Deployment and governance established
- Post-launch ownership assigned