@luquimbo/bi-superpowers 1.0.0

package/library/snippets/power-query/transformations.md

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+# Data Transformation Power Query Patterns
+
+Reusable M code for reshaping and transforming data.
+
+## Unpivot Operations
+
+### Unpivot Selected Columns
+```m
+let
+    Source = YourSource,
+    // Unpivot month columns into rows
+    Unpivoted = Table.UnpivotOtherColumns(
+        Source,
+        {"Product", "Region"},  // Columns to keep
+        "Month",                 // New attribute column name
+        "Sales"                  // New value column name
+    )
+in
+    Unpivoted
+```
+
+### Unpivot Only Selected Columns
+```m
+let
+    Source = YourSource,
+    Unpivoted = Table.Unpivot(
+        Source,
+        {"Jan", "Feb", "Mar", "Apr", "May", "Jun"},
+        "Month",
+        "Value"
+    )
+in
+    Unpivoted
+```
+
+### Dynamic Unpivot (All Numeric Columns)
+```m
+let
+    Source = YourSource,
+    NumericColumns = List.Select(
+        Table.ColumnNames(Source),
+        each Type.Is(Value.Type(Table.Column(Source, _){0}?), Number.Type)
+    ),
+    Unpivoted = Table.Unpivot(Source, NumericColumns, "Metric", "Value")
+in
+    Unpivoted
+```
+
+## Pivot Operations
+
+### Basic Pivot
+```m
+let
+    Source = YourSource,
+    Pivoted = Table.Pivot(
+        Source,
+        List.Distinct(Source[Category]),
+        "Category",
+        "Amount",
+        List.Sum
+    )
+in
+    Pivoted
+```
+
+### Pivot with Multiple Aggregations
+```m
+let
+    Source = YourSource,
+    // First get sum
+    PivotSum = Table.Pivot(
+        Source,
+        List.Distinct(Source[Year]),
+        "Year",
+        "Amount",
+        List.Sum
+    ),
+    // Rename to indicate sum
+    RenamedSum = Table.TransformColumnNames(
+        PivotSum,
+        each if Text.Contains(_, "20") then _ & "_Sum" else _
+    )
+in
+    RenamedSum
+```
+
+## Split and Combine
+
+### Split Column by Delimiter
+```m
+let
+    Source = YourSource,
+    Split = Table.SplitColumn(
+        Source,
+        "FullName",
+        Splitter.SplitTextByDelimiter(" ", QuoteStyle.None),
+        {"FirstName", "LastName"}
+    )
+in
+    Split
+```
+
+### Split into Rows
+```m
+let
+    Source = YourSource,
+    // Split comma-separated values into rows
+    SplitToRows = Table.ExpandListColumn(
+        Table.TransformColumns(
+            Source,
+            {{"Tags", each Text.Split(_, ","), type list}}
+        ),
+        "Tags"
+    )
+in
+    SplitToRows
+```
+
+### Combine Columns
+```m
+let
+    Source = YourSource,
+    Combined = Table.CombineColumns(
+        Source,
+        {"FirstName", "LastName"},
+        Combiner.CombineTextByDelimiter(" ", QuoteStyle.None),
+        "FullName"
+    )
+in
+    Combined
+```
+
+## Conditional Columns
+
+### If Then Else
+```m
+let
+    Source = YourSource,
+    AddCategory = Table.AddColumn(
+        Source,
+        "SizeCategory",
+        each if [Amount] > 10000 then "Large"
+             else if [Amount] > 1000 then "Medium"
+             else "Small",
+        type text
+    )
+in
+    AddCategory
+```
+
+### Switch Pattern
+```m
+let
+    Source = YourSource,
+    AddRegion = Table.AddColumn(
+        Source,
+        "Region",
+        each
+            let
+                state = [State]
+            in
+                if List.Contains({"CA", "OR", "WA"}, state) then "West"
+                else if List.Contains({"NY", "NJ", "CT"}, state) then "East"
+                else if List.Contains({"TX", "FL", "GA"}, state) then "South"
+                else "Central",
+        type text
+    )
+in
+    AddRegion
+```
+
+### Lookup from Another Table
+```m
+let
+    Source = YourSource,
+    Lookup = LookupTable,
+    Merged = Table.NestedJoin(
+        Source,
+        {"ProductID"},
+        Lookup,
+        {"ProductID"},
+        "LookupData",
+        JoinKind.LeftOuter
+    ),
+    Expanded = Table.ExpandTableColumn(
+        Merged,
+        "LookupData",
+        {"Category", "Subcategory"}
+    )
+in
+    Expanded
+```
+
+## Grouping and Aggregation
+
+### Basic Group By
+```m
+let
+    Source = YourSource,
+    Grouped = Table.Group(
+        Source,
+        {"Category"},
+        {
+            {"TotalSales", each List.Sum([Amount]), type number},
+            {"AvgSales", each List.Average([Amount]), type number},
+            {"Count", each Table.RowCount(_), Int64.Type}
+        }
+    )
+in
+    Grouped
+```
+
+### Group with All Rows
+```m
+let
+    Source = YourSource,
+    Grouped = Table.Group(
+        Source,
+        {"CustomerID"},
+        {
+            {"AllOrders", each _, type table},
+            {"FirstOrder", each List.Min([OrderDate]), type date},
+            {"LastOrder", each List.Max([OrderDate]), type date},
+            {"TotalSpent", each List.Sum([Amount]), type number}
+        }
+    )
+in
+    Grouped
+```
+
+### Running Total
+```m
+let
+    Source = YourSource,
+    Sorted = Table.Sort(Source, {{"Date", Order.Ascending}}),
+    Indexed = Table.AddIndexColumn(Sorted, "Index", 1, 1, Int64.Type),
+    RunningTotal = Table.AddColumn(
+        Indexed,
+        "RunningTotal",
+        each List.Sum(List.FirstN(Sorted[Amount], [Index])),
+        type number
+    )
+in
+    RunningTotal
+```
+
+## Date Transformations
+
+### Extract Date Parts
+```m
+let
+    Source = YourSource,
+    AddDateParts = Table.AddColumn(
+        Table.AddColumn(
+            Table.AddColumn(
+                Table.AddColumn(Source, "Year", each Date.Year([Date]), Int64.Type),
+                "Month", each Date.Month([Date]), Int64.Type
+            ),
+            "MonthName", each Date.MonthName([Date]), type text
+        ),
+        "Quarter", each Date.QuarterOfYear([Date]), Int64.Type
+    )
+in
+    AddDateParts
+```
+
+### Create Date Table
+```m
+let
+    StartDate = #date(2020, 1, 1),
+    EndDate = #date(2025, 12, 31),
+    DateList = List.Dates(StartDate, Duration.Days(EndDate - StartDate) + 1, #duration(1, 0, 0, 0)),
+    DateTable = Table.FromList(DateList, Splitter.SplitByNothing(), {"Date"}, null, ExtraValues.Error),
+    TypedDate = Table.TransformColumnTypes(DateTable, {{"Date", type date}}),
+    AddColumns = Table.AddColumn(
+        Table.AddColumn(
+            Table.AddColumn(
+                Table.AddColumn(
+                    Table.AddColumn(TypedDate, "Year", each Date.Year([Date]), Int64.Type),
+                    "Month", each Date.Month([Date]), Int64.Type
+                ),
+                "MonthName", each Date.MonthName([Date]), type text
+            ),
+            "Quarter", each "Q" & Text.From(Date.QuarterOfYear([Date])), type text
+        ),
+        "DayOfWeek", each Date.DayOfWeekName([Date]), type text
+    )
+in
+    AddColumns
+```
+
+## Cross Join and Append
+
+### Cross Join
+```m
+let
+    Table1 = YourTable1,
+    Table2 = YourTable2,
+    CrossJoin = Table.AddColumn(
+        Table1,
+        "Table2",
+        each Table2
+    ),
+    Expanded = Table.ExpandTableColumn(
+        CrossJoin,
+        "Table2",
+        Table.ColumnNames(Table2)
+    )
+in
+    Expanded
+```
+
+### Append Multiple Tables
+```m
+let
+    Table1 = Source1,
+    Table2 = Source2,
+    Table3 = Source3,
+    Appended = Table.Combine({Table1, Table2, Table3})
+in
+    Appended
+```
+
+## Usage Notes
+
+- Always consider query folding for database sources
+- Test transformations with sample data first
+- Use Table.Buffer() when needed for performance
+- Document complex transformations with comments
+- Prefer built-in functions over custom logic when possible

package/library/snippets/report-design/accessibility.md

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+# Accessibility Guidelines for Power BI Reports
+
+Ensure reports meet WCAG 2.1 AA standards and work for all users.
+
+## Color Accessibility
+
+### Color-Blind Safe Palettes
+
+```json
+{
+  "accessible-categorical": [
+    "#0072B2", "#E69F00", "#009E73",
+    "#F0E442", "#56B4E9", "#D55E00",
+    "#CC79A7", "#000000"
+  ],
+  "accessible-sequential": [
+    "#F7FBFF", "#DEEBF7", "#C6DBEF",
+    "#9ECAE1", "#6BAED6", "#3182BD",
+    "#08519C"
+  ],
+  "accessible-diverging": [
+    "#D73027", "#F46D43", "#FDAE61",
+    "#FFFFBF", "#ABD9E9", "#74ADD1",
+    "#4575B4"
+  ]
+}
+```
+
+### Color Rules
+- Never use color as the only indicator — add icons, patterns, or labels
+- Minimum contrast ratio: 4.5:1 for text, 3:1 for large text
+- Test with color blindness simulators (Coblis, Color Oracle)
+
+## Text and Typography
+
+| Element | Minimum Size | Recommended |
+|---------|-------------|-------------|
+| Title | 14pt | 16-20pt |
+| Subtitle | 12pt | 14pt |
+| Labels | 10pt | 11-12pt |
+| Axis labels | 9pt | 10-11pt |
+| Tooltips | 10pt | 11pt |
+
+## Keyboard Navigation
+
+- All interactive elements must be tab-accessible
+- Tab order should follow logical reading order (left→right, top→bottom)
+- Use Alt Text on every visual (Visual > General > Alt Text)
+
+## Alt Text Templates
+
+```
+// KPI Card
+"Total Sales: $2.4M, up 12% versus last year"
+
+// Bar Chart
+"Bar chart showing sales by region. North leads at $800K, followed by South at $600K, East at $550K, and West at $450K"
+
+// Trend Line
+"Line chart showing monthly revenue trend from January to December 2024, with steady growth from $180K to $240K"
+```
+
+## Screen Reader Best Practices
+
+1. Set meaningful visual titles (not "Chart 1")
+2. Add descriptions in Alt Text field
+3. Include a data table alternative for complex visuals
+4. Use headers in matrix/table visuals
+5. Avoid auto-play animations
+
+## Testing Checklist
+
+- [ ] All visuals have Alt Text
+- [ ] Tab order is logical
+- [ ] Colors pass contrast ratio check
+- [ ] No information conveyed by color alone
+- [ ] Text meets minimum size requirements
+- [ ] Report works with Windows Narrator / NVDA

package/library/snippets/report-design/chart-selection.md

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+# Chart Selection Guide
+
+Quick reference for choosing the right visualization based on your data story.
+
+## Decision Matrix
+
+| Data Story | Best Chart | Avoid |
+|-----------|-----------|-------|
+| Compare values | Bar/Column | Pie (>5 categories) |
+| Show trend over time | Line | Stacked bar |
+| Part-to-whole | Treemap, Stacked bar | 3D pie |
+| Distribution | Histogram, Box plot | Bar chart |
+| Correlation | Scatter plot | Line chart |
+| Geographic | Map, Filled map | Table with coordinates |
+| KPI / single value | Card, Gauge | Bar with one value |
+| Ranking | Horizontal bar (sorted) | Unsorted column |
+| Flow / process | Sankey, Funnel | Pie chart |
+| Composition over time | Stacked area | Multiple pies |
+
+## Power BI Specific Tips
+
+### Cards
+```
+// Use conditional formatting for KPI cards
+TotalSales = SUM(Sales[Amount])
+SalesVsPlan = DIVIDE([TotalSales] - [PlanSales], [PlanSales])
+// Apply color rules: Green > 0, Red < 0
+```
+
+### Small Multiples
+- Use for comparing the same metric across categories
+- Maximum 9-12 panels for readability
+- Keep axes consistent across all panels
+
+### Decomposition Tree
+- Best for ad-hoc root cause analysis
+- AI splits find the highest/lowest contributors
+- Limit depth to 4-5 levels
+
+## IBCS Chart Standards
+
+| IBCS Type | When to Use | Power BI Implementation |
+|-----------|-------------|------------------------|
+| Absolute variance | AC vs PY comparison | Clustered bar + variance bar |
+| Relative variance | % change highlighting | Waterfall chart |
+| Integrated variance | Budget vs actual | Combo chart (bar + line) |
+
+## Anti-Patterns
+
+- **Dual axis charts**: Misleading scale — use separate visuals instead
+- **3D effects**: Distort perception — always use flat/2D
+- **Truncated axes**: Starting Y-axis above 0 on bar charts misleads
+- **Rainbow colors**: Use sequential or diverging palettes, not random colors
+- **Too many data points**: Aggregate or filter — max 7±2 categories

package/library/snippets/report-design/layout-patterns.md

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+# Report Layout Patterns
+
+Proven page layout templates for Power BI reports.
+
+## Executive Dashboard (Z-Pattern)
+
+```
+┌──────────────────────────────────────────┐
+│  Logo    Title          Date Slicers     │  ← Header (60px)
+├──────┬──────┬──────┬─────────────────────┤
+│ KPI  │ KPI  │ KPI  │  KPI               │  ← KPI Row (120px)
+│ Rev  │ Marg │ Units│  YoY%              │
+├──────┴──────┴──────┴─────────────────────┤
+│                                          │
+│     Main Trend Chart (Line/Area)         │  ← Primary Visual (280px)
+│                                          │
+├─────────────────────┬────────────────────┤
+│                     │                    │
+│  Breakdown Bar      │  Top N Table       │  ← Detail Row (260px)
+│                     │                    │
+└─────────────────────┴────────────────────┘
+```
+
+## Operational Detail (F-Pattern)
+
+```
+┌──────────────────────────────────────────┐
+│  Filters: Region | Product | Date Range  │  ← Filter Bar (50px)
+├──────────────────────────────────────────┤
+│  Status Cards: Open | In Progress | Done │  ← Status Row (80px)
+├──────────────────────────────────────────┤
+│                                          │
+│         Data Table (sortable)            │  ← Primary Detail (400px)
+│         with conditional formatting      │
+│                                          │
+├─────────────────────┬────────────────────┤
+│  Trend Sparklines   │  Action Items      │  ← Footer Detail (160px)
+└─────────────────────┴────────────────────┘
+```
+
+## Analytical Deep-Dive (Grid)
+
+```
+┌──────────┬───────────────────────────────┐
+│          │  Scatter: Correlation          │
+│  Slicers │                               │  ← Row 1 (350px)
+│  Panel   │                               │
+│  (200px) ├───────────────┬───────────────┤
+│          │  Histogram    │  Box Plot     │  ← Row 2 (350px)
+│          │               │               │
+└──────────┴───────────────┴───────────────┘
+```
+
+## Spacing Standards
+
+| Element | Spacing |
+|---------|---------|
+| Page margin | 16px all sides |
+| Between visuals | 8-12px |
+| Visual internal padding | 8px |
+| Section grouping gap | 24px |
+| Header height | 50-70px |
+| KPI card height | 100-140px |
+
+## Grid System
+
+- Use Power BI's snap-to-grid (8px grid recommended)
+- Standard page: 1280 x 720 (16:9 aspect ratio)
+- Mobile: 360 x 640 (optimize for phone layout separately)
+- Align visual edges — misalignment signals poor quality
+
+## Navigation Patterns
+
+### Tab-Style (3-7 pages)
+```
+[Overview] [Sales] [Products] [Customers] [Details]
+```
+Use buttons with page navigation bookmarks.
+
+### Drill-Through (Detail on demand)
+- Summary page → right-click → drill through to detail
+- Always include a "Back" button on detail pages
+
+### Tooltip Pages (Contextual info)
+- Size: 320 x 240px (default tooltip size)
+- Show 2-3 related metrics on hover
+- Keep tooltip pages simple — no slicers or filters

package/library/templates/data-models/README.md

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+# Data Model Templates
+
+Star schema designs and semantic model specifications for common business domains.
+
+## Available Models
+
+| Model | Description | Complexity |
+|-------|-------------|------------|
+| [Retail Star Schema](./retail-star-schema.md) | Sales, inventory, customer analytics | Medium |
+| [Finance Model](./finance-model.md) | GL, P&L, budget variance, multi-entity | High |
+
+## What's Included
+
+Each model specification includes:
+
+- **Business Context** - Key questions the model answers
+- **Schema Diagram** - Visual representation of tables and relationships
+- **Dimension Tables** - Complete column definitions with data types
+- **Fact Tables** - Transaction tables with grain and foreign keys
+- **DAX Measures** - Pre-built calculations ready to implement
+- **Hierarchies** - Drill-down paths for analysis
+- **Implementation Notes** - Performance and configuration tips
+- **Implementation Checklist** - Step-by-step verification
+
+## How to Use
+
+1. **Review business context** - Ensure the model answers your questions
+2. **Map your data** - Identify source data for each table
+3. **Create dimensions** - Build dimension tables with proper keys
+4. **Create facts** - Build fact tables at the correct grain
+5. **Build relationships** - Configure star schema relationships
+6. **Implement measures** - Copy and adapt DAX measures
+7. **Test** - Verify calculations against source data
+
+## Model Categories
+
+### Operational
+- Retail Star Schema - Sales and inventory
+
+### Financial
+- Finance Model - General ledger and budgeting
+
+### Coming Soon
+- HR Analytics Model - Workforce and recruiting
+- Supply Chain Model - Logistics and procurement
+- Healthcare Model - Patient and clinical data
+- SaaS Metrics Model - Subscription analytics
+
+## Design Principles
+
+### Star Schema
+All models follow star schema best practices:
+- Fact tables at the center
+- Dimension tables connected via single relationships
+- Avoid snowflaking (minimize dimension-to-dimension relationships)
+- Use surrogate keys for joins
+
+### Naming Conventions
+- Fact tables: `Fact{Domain}` (e.g., FactSales)
+- Dimension tables: `Dim{Entity}` (e.g., DimCustomer)
+- Keys: `{TableName}Key` (e.g., CustomerKey)
+- Measures: Descriptive names without prefixes
+
+### Data Types
+- Keys: INT (not VARCHAR for performance)
+- Currency: DECIMAL(18,2)
+- Dates: DATE (not DATETIME when time isn't needed)
+- Percentages: DECIMAL(5,2) or calculated in DAX
+
+## Relationship Rules
+
+1. **Direction**: Single direction by default
+2. **Cardinality**: Many-to-One from fact to dimension
+3. **Active**: One active relationship per column pair
+4. **Cross-filter**: Single direction for performance
+
+## Related Resources
+
+- [DAX Snippets](../../snippets/dax/) - Formula patterns
+- [Data Modeling Skill](../../skills/data-modeling/) - AI assistance
+- [Power BI Templates](../power-bi/) - Dashboard specifications
+- [Design Wizard](../../skills/data-model-design/) - Interactive model design
+
+## Contributing
+
+To contribute a new model:
+
+1. Use an existing model as a reference for structure
+2. Include schema diagram (ASCII or mermaid)
+3. Define all tables with column specifications
+4. Provide working DAX measures
+5. Document relationships and hierarchies
+6. Submit a PR with the model markdown file