pbir-report-workflow

name: pbir-report-workflow description: 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'.

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

pbir model                                                               # List reports + models
pbir model "Sales.Report" -d                                             # Model definition
pbir model "Sales.Report" -d -t Sales                                    # Filter to table
pbir model "Sales.Report" -q "EVALUATE VALUES('Date'[Year])"             # Query for filter values

Ask the user (via AskUserQuestion) to confirm:

• Which KPIs to surface (measures + targets)
• Trend granularity (daily / weekly / monthly / quarterly)
• Categorical breakdowns
• Detail table/matrix hierarchies
• Report-level vs page-level filters

Step 2 — Scaffold Report

mkdir -p SalesDashboard && cd SalesDashboard
pbir new report "Sales.Report" -c "MyWorkspace/Sales.SemanticModel"
pbir pages rename "Sales.Report/Page 1.Page" "Overview"
pbir pages active-page "Sales.Report" "Overview"

Resulting layout:

SalesDashboard/
  Sales.pbip
  Sales.Report/
    definition.pbir
    definition/
      version.json
      report.json
      pages/
        pages.json
        Overview/
          page.json
          visuals/Title.Visual/visual.json
    StaticResources/

Step 3 — Measure the Scaffold Before Laying Out

pbir new report produces a default page with some combination of a pre-placed title textbox, a baked-in theme, and canvas defaults. Exact coordinates, theme name, and visual positions depend on the CLI version and the chosen --from-template. Before planning anything, read the actual scaffold instead of assuming:

pbir cat "Sales.Report/Overview.Page"                                    # Full page.json (width, height, displayOption)
pbir ls  "Sales.Report/Overview.Page"                                    # Existing visuals on the page
pbir tree "Sales.Report" -v                                              # Every visual + bindings
pbir cat "Sales.Report/theme"                                            # Active theme name + palette

From the output, record:

1. Canvas width / height from page.json (often 1280 x 720 but templates may override).
2. Every existing visual's position.x, position.y, position.width, position.height. For bulk reads use jq '.position' <path>/visual.json across the visuals/ folder.
3. The tallest y + height among existing visuals — the first safe y for a new row you add.
4. Active base and custom theme names — so you don't accidentally re-apply a default over meaningful styling.

All subsequent coordinates should be derived from those measured values, not hardcoded from this doc.

Step 4 — Layout Math (3-30-300)

Every layout starts from four constants: (page_width, page_height, margin, gap).

Example (1280 x 720 canvas with margin=24, gap=16):

usable_width  = page_width  - (2 * margin) = 1232
usable_height = page_height - (2 * margin) = 672
3 equal columns = (usable_width - 2*gap) / 3 = 400
2 equal columns = (usable_width - gap) / 2 = 608

Substitute your measured page_width / page_height — do not hardcode 1280/720.

3-30-300 visual hierarchy — design for three viewing distances:

Standard 3-row composition — compute each row from the measured scaffold:

Row heights, the gap between rows, and y offsets all come from the measured scaffold plus your chosen margin / gap. Verify the total fits inside page_height before placing any visual.

Step 5 — Add Visuals (Coordinates Explicit)

The coordinates below are illustrative — computed from a measured 1280x720 scaffold with a ~90 px header region, margin=24, gap=16. Substitute values from your actual measurement before running these commands.

# Row 1: KPIs
pbir add visual kpi "Sales.Report/Overview.Page" --title "Revenue" \
  -d "Indicator:Invoices.Turnover" -d "Goal:Invoices.Turnover 1YP" \
  -d "TrendLine:Date.Calendar Month (ie Jan)" \
  --x 24 --y 120 --width 400 --height 140

pbir add visual kpi "Sales.Report/Overview.Page" --title "OrderLines" \
  -d "Indicator:Orders.Order Lines" -d "Goal:Orders.Order Lines 1YP" \
  --x 440 --y 120 --width 400 --height 140

pbir add visual kpi "Sales.Report/Overview.Page" --title "MarginPct" \
  -d "Indicator:Invoices.Selling Margin (%)" -d "Goal:Invoices.Selling Margin (%) 1YP" \
  --x 856 --y 120 --width 400 --height 140

# Row 2: Trend + Breakdown
pbir add visual lineChart "Sales.Report/Overview.Page" --title "MonthlyTrend" \
  --x 24 --y 276 --width 608 --height 208
pbir visuals bind "Sales.Report/Overview.Page/MonthlyTrend.Visual" \
  -a "Category:Date.Calendar Month (ie Jan)" -a "Y:Invoices.Turnover"

pbir add visual barChart "Sales.Report/Overview.Page" --title "ByRegion" \
  -d "Category:Regions.Territory" -d "Y:Invoices.Turnover" \
  --x 648 --y 276 --width 608 --height 208

# Row 3: Detail
pbir add visual tableEx "Sales.Report/Overview.Page" --title "DetailByAccount" \
  --x 24 --y 500 --width 1232 --height 196
pbir visuals bind "Sales.Report/Overview.Page/DetailByAccount.Visual" \
  -a "Values:Customers.Key Account Name" -a "Values:Invoices.Turnover" -a "Values:Orders.Order Lines"

Step 6 — Spacing Sanity-Check

After placing visuals, verify the arithmetic yourself:

left_margin + usable_width + right_margin == page_width
top_region + Σ(row_heights) + (n-1) * gap + bottom_margin == page_height

If either equation fails, adjust before saving. pbir tree "Sales.Report" -v lists every visual's position in one command.

Step 7 — Sort, Filters, Theme Overrides

# Charts auto-sort descending by first measure. Set explicitly after bind.
pbir visuals sort "Sales.Report/Overview.Page/ByRegion.Visual" \
  -f "Invoices.Turnover" -d Descending

# Report-level filters (apply to all pages)
pbir add filter Date Year     -r "Sales.Report" --values 2025
pbir add filter Geography Region -r "Sales.Report"

# Page-level filters
pbir add filter Products Category -p "Sales.Report/Overview.Page"

Step 8 — Title Hierarchy

Distribute meaning across the title hierarchy — never say the same thing twice.

pbir visuals subtitle "Sales.Report/Overview.Page/MonthlyTrend.Visual" --no-show

Hide axis titles when the axis is self-evident (month names on x-axis). Hide category labels on cards when the visual title describes the metric.

Step 9 — Conditional Formatting via Extension Measures

Prefer extension measures returning theme tokens ("good", "bad") over hex strings so the theme can be rebranded centrally.

pbir dax measures add "Sales.Report" -t _Fmt -n "RevenueStatusColor" \
  -e 'IF([Turnover] >= [Turnover 1YP], "good", "bad")' --data-type Text

pbir visuals cf "Sales.Report/Overview.Page/ByRegion.Visual" \
  --measure "dataPoint.fill _Fmt.RevenueStatusColor"

Step 10 — Inferring Time Granularity from Filter Context

Default to monthly when unsure.

Step 11 — Validate, Publish, Open

pbir validate "Sales.Report"
pbir tree     "Sales.Report" -v
pbir publish  "Sales.Report" "MyWorkspace.Workspace/Sales.Report" -o     # Publish + open
pbir open     "Sales.Report"                                             # Local in Desktop

Common Page Sizes

KPI Target Measures

Use prior-year measures as targets when available. Add via TMDL if missing:

measure 'Turnover 1YP' = CALCULATE([Turnover], DATEADD('Date'[Date], -1, YEAR))

Gotchas

Reference

• Microsoft Learn: Power BI reports overview
• Microsoft Learn: Tips for designing a great Power BI report
• Microsoft Learn: Design reports for accessibility
• Comprehensive MS Learn link bundle (design principles / layout / field discovery / filters / CF / publish / time-granularity): references/REFERENCE.md

See also

• pbip-project-structure — project file layout
• pbir-cli — CLI command reference
• pbir-pages — page JSON structure
• fabric-tmdl — TMDL measure authoring