@luquimbo/bi-superpowers 1.0.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/.claude-plugin/plugin.json +8 -0
- package/.mcp.json +25 -0
- package/AGENTS.md +244 -0
- package/CHANGELOG.md +265 -0
- package/LICENSE +21 -0
- package/README.md +211 -0
- package/bin/build-plugin.js +30 -0
- package/bin/cli.js +1064 -0
- package/bin/commands/add.js +533 -0
- package/bin/commands/add.test.js +77 -0
- package/bin/commands/build-desktop.js +166 -0
- package/bin/commands/changelog.js +443 -0
- package/bin/commands/diff.js +325 -0
- package/bin/commands/lint.js +419 -0
- package/bin/commands/lint.test.js +103 -0
- package/bin/commands/mcp-setup.js +246 -0
- package/bin/commands/pull.js +287 -0
- package/bin/commands/pull.test.js +36 -0
- package/bin/commands/push.js +231 -0
- package/bin/commands/push.test.js +14 -0
- package/bin/commands/search.js +344 -0
- package/bin/commands/search.test.js +115 -0
- package/bin/commands/setup.js +545 -0
- package/bin/commands/setup.test.js +46 -0
- package/bin/commands/sync-profile.js +405 -0
- package/bin/commands/sync-profile.test.js +14 -0
- package/bin/commands/sync-source.js +418 -0
- package/bin/commands/sync-source.test.js +14 -0
- package/bin/commands/watch.js +206 -0
- package/bin/lib/generators/claude-plugin.js +266 -0
- package/bin/lib/generators/claude-plugin.test.js +110 -0
- package/bin/lib/generators/index.js +116 -0
- package/bin/lib/generators/shared.js +282 -0
- package/bin/lib/licensing/index.js +35 -0
- package/bin/lib/licensing/storage.js +364 -0
- package/bin/lib/licensing/storage.test.js +55 -0
- package/bin/lib/licensing/validator.js +213 -0
- package/bin/lib/licensing/validator.test.js +137 -0
- package/bin/lib/microsoft-mcp.js +176 -0
- package/bin/lib/microsoft-mcp.test.js +106 -0
- package/bin/lib/skills.js +84 -0
- package/bin/mcp/powerbi-modeling-launcher.js +38 -0
- package/bin/postinstall.js +44 -0
- package/bin/utils/errors.js +159 -0
- package/bin/utils/git.js +298 -0
- package/bin/utils/logger.js +142 -0
- package/bin/utils/mcp-detect.js +274 -0
- package/bin/utils/mcp-detect.test.js +105 -0
- package/bin/utils/pbix.js +305 -0
- package/bin/utils/pbix.test.js +37 -0
- package/bin/utils/profiles.js +312 -0
- package/bin/utils/projects.js +168 -0
- package/bin/utils/readline.js +206 -0
- package/bin/utils/readline.test.js +47 -0
- package/bin/utils/tui.js +314 -0
- package/bin/utils/tui.test.js +127 -0
- package/commands/contributions.md +265 -0
- package/commands/data-model-design.md +468 -0
- package/commands/dax-doctor.md +248 -0
- package/commands/fabric-scripts.md +452 -0
- package/commands/migration-assistant.md +290 -0
- package/commands/model-documenter.md +242 -0
- package/commands/pbi-connect.md +239 -0
- package/commands/project-kickoff.md +905 -0
- package/commands/report-layout.md +296 -0
- package/commands/rls-design.md +533 -0
- package/commands/theme-tweaker.md +624 -0
- package/config.example.json +23 -0
- package/config.json +23 -0
- package/desktop-extension/manifest.json +37 -0
- package/desktop-extension/package.json +10 -0
- package/desktop-extension/server.js +95 -0
- package/docs/openrouter-free-models.md +92 -0
- package/library/examples/README.md +151 -0
- package/library/examples/finance-reporting/README.md +351 -0
- package/library/examples/finance-reporting/data-model.md +267 -0
- package/library/examples/finance-reporting/measures.dax +557 -0
- package/library/examples/hr-analytics/README.md +371 -0
- package/library/examples/hr-analytics/data-model.md +315 -0
- package/library/examples/hr-analytics/measures.dax +460 -0
- package/library/examples/marketing-analytics/README.md +37 -0
- package/library/examples/marketing-analytics/data-model.md +62 -0
- package/library/examples/marketing-analytics/measures.dax +110 -0
- package/library/examples/retail-analytics/README.md +439 -0
- package/library/examples/retail-analytics/data-model.md +288 -0
- package/library/examples/retail-analytics/measures.dax +481 -0
- package/library/examples/supply-chain/README.md +37 -0
- package/library/examples/supply-chain/data-model.md +69 -0
- package/library/examples/supply-chain/measures.dax +77 -0
- package/library/examples/udf-library/README.md +228 -0
- package/library/examples/udf-library/functions.dax +571 -0
- package/library/snippets/dax/README.md +292 -0
- package/library/snippets/dax/business-domains.md +576 -0
- package/library/snippets/dax/calculate-patterns.md +276 -0
- package/library/snippets/dax/calculation-groups.md +489 -0
- package/library/snippets/dax/error-handling.md +495 -0
- package/library/snippets/dax/iterators-and-aggregations.md +474 -0
- package/library/snippets/dax/kpis-and-metrics.md +293 -0
- package/library/snippets/dax/rankings-and-topn.md +235 -0
- package/library/snippets/dax/security-patterns.md +413 -0
- package/library/snippets/dax/text-and-formatting.md +316 -0
- package/library/snippets/dax/time-intelligence.md +196 -0
- package/library/snippets/dax/user-defined-functions.md +477 -0
- package/library/snippets/dax/virtual-tables.md +546 -0
- package/library/snippets/excel-formulas/README.md +84 -0
- package/library/snippets/excel-formulas/aggregations.md +330 -0
- package/library/snippets/excel-formulas/dates-and-times.md +361 -0
- package/library/snippets/excel-formulas/dynamic-arrays.md +314 -0
- package/library/snippets/excel-formulas/lookups.md +169 -0
- package/library/snippets/excel-formulas/text-functions.md +363 -0
- package/library/snippets/governance/naming-conventions.md +97 -0
- package/library/snippets/governance/review-checklists.md +107 -0
- package/library/snippets/power-query/README.md +389 -0
- package/library/snippets/power-query/api-integration.md +707 -0
- package/library/snippets/power-query/connections.md +434 -0
- package/library/snippets/power-query/data-cleaning.md +298 -0
- package/library/snippets/power-query/error-handling.md +526 -0
- package/library/snippets/power-query/parameters.md +350 -0
- package/library/snippets/power-query/performance.md +506 -0
- package/library/snippets/power-query/transformations.md +330 -0
- package/library/snippets/report-design/accessibility.md +78 -0
- package/library/snippets/report-design/chart-selection.md +54 -0
- package/library/snippets/report-design/layout-patterns.md +87 -0
- package/library/templates/data-models/README.md +93 -0
- package/library/templates/data-models/finance-model.md +627 -0
- package/library/templates/data-models/retail-star-schema.md +473 -0
- package/library/templates/excel/README.md +83 -0
- package/library/templates/excel/budget-tracker.md +432 -0
- package/library/templates/excel/data-entry-form.md +533 -0
- package/library/templates/power-bi/README.md +72 -0
- package/library/templates/power-bi/finance-report.md +449 -0
- package/library/templates/power-bi/kpi-scorecard.md +461 -0
- package/library/templates/power-bi/sales-dashboard.md +281 -0
- package/library/themes/excel/README.md +436 -0
- package/library/themes/power-bi/README.md +271 -0
- package/library/themes/power-bi/accessible.json +307 -0
- package/library/themes/power-bi/bi-superpowers-default.json +858 -0
- package/library/themes/power-bi/corporate-blue.json +291 -0
- package/library/themes/power-bi/dark-mode.json +291 -0
- package/library/themes/power-bi/minimal.json +292 -0
- package/library/themes/power-bi/print-friendly.json +309 -0
- package/package.json +93 -0
- package/skills/contributions/SKILL.md +267 -0
- package/skills/data-model-design/SKILL.md +470 -0
- package/skills/data-modeling/SKILL.md +254 -0
- package/skills/data-quality/SKILL.md +664 -0
- package/skills/dax/SKILL.md +708 -0
- package/skills/dax-doctor/SKILL.md +250 -0
- package/skills/dax-udf/SKILL.md +489 -0
- package/skills/deployment/SKILL.md +320 -0
- package/skills/excel-formulas/SKILL.md +463 -0
- package/skills/fabric-scripts/SKILL.md +454 -0
- package/skills/fast-standard/SKILL.md +509 -0
- package/skills/governance/SKILL.md +205 -0
- package/skills/migration-assistant/SKILL.md +292 -0
- package/skills/model-documenter/SKILL.md +244 -0
- package/skills/pbi-connect/SKILL.md +241 -0
- package/skills/power-query/SKILL.md +406 -0
- package/skills/project-kickoff/SKILL.md +907 -0
- package/skills/query-performance/SKILL.md +480 -0
- package/skills/report-design/SKILL.md +207 -0
- package/skills/report-layout/SKILL.md +298 -0
- package/skills/rls-design/SKILL.md +535 -0
- package/skills/semantic-model/SKILL.md +237 -0
- package/skills/testing-validation/SKILL.md +643 -0
- package/skills/theme-tweaker/SKILL.md +626 -0
- package/src/content/base.md +237 -0
- package/src/content/mcp-requirements.json +69 -0
- package/src/content/routing.md +203 -0
- package/src/content/skills/contributions.md +259 -0
- package/src/content/skills/data-model-design.md +462 -0
- package/src/content/skills/data-modeling.md +246 -0
- package/src/content/skills/data-quality.md +656 -0
- package/src/content/skills/dax-doctor.md +242 -0
- package/src/content/skills/dax-udf.md +481 -0
- package/src/content/skills/dax.md +700 -0
- package/src/content/skills/deployment.md +312 -0
- package/src/content/skills/excel-formulas.md +455 -0
- package/src/content/skills/fabric-scripts.md +446 -0
- package/src/content/skills/fast-standard.md +501 -0
- package/src/content/skills/governance.md +197 -0
- package/src/content/skills/migration-assistant.md +284 -0
- package/src/content/skills/model-documenter.md +236 -0
- package/src/content/skills/pbi-connect.md +233 -0
- package/src/content/skills/power-query.md +398 -0
- package/src/content/skills/project-kickoff.md +899 -0
- package/src/content/skills/query-performance.md +472 -0
- package/src/content/skills/report-design.md +199 -0
- package/src/content/skills/report-layout.md +290 -0
- package/src/content/skills/rls-design.md +527 -0
- package/src/content/skills/semantic-model.md +229 -0
- package/src/content/skills/testing-validation.md +635 -0
- package/src/content/skills/theme-tweaker.md +618 -0
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---
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name: "query-performance"
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description: "Use when the user asks about Query Performance Skill, especially phrases like \"slow\", \"DAX Studio\", \"taking too long\", \"reduce refresh time\", \"rendimiento\"."
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version: "1.0.0"
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---
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<!-- Generated by BI Agent Superpowers. Edit src/content/skills/query-performance.md instead. -->
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# Query Performance Skill
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## Trigger
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Activate this skill when user mentions:
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- "slow", "performance", "optimize", "optimization"
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- "DAX Studio", "query plan", "storage engine"
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- "taking too long", "report is slow", "query timeout"
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- "reduce refresh time", "speed up", "bottleneck"
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- "rendimiento", "optimizar", "lento"
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## Identity
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You are a **Power BI Performance Specialist** who helps users identify and fix performance issues in their data models, DAX measures, and Power Query transformations. You use systematic analysis to find root causes and provide actionable optimizations.
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## MANDATORY RULES
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1. **ONE OPTIMIZATION AT A TIME.** Don't overwhelm with all issues at once.
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2. **MEASURE BEFORE/AFTER.** Always suggest benchmarking.
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3. **EXPLAIN THE WHY.** Help users understand root causes, not just fixes.
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4. Focus on highest-impact optimizations first.
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---
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## PHASE 0: Problem Identification
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Start with:
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```
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PERFORMANCE OPTIMIZATION
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========================
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I'll help you optimize your Power BI performance.
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First, let me understand the issue:
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1. 🐢 Report is slow to load/interact
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2. 🔄 Data refresh takes too long
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3. 📊 Specific visual is slow
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4. 📝 DAX measure is complex/slow
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5. ❓ General optimization review
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```
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Based on selection, ask targeted follow-up questions.
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---
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## PATH 1: Slow Report
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```
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SLOW REPORT ANALYSIS
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====================
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When does the slowness occur?
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1. When opening the report
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2. When changing slicer selections
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3. When loading a specific page
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4. When hovering over visuals
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5. All the time
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```
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Then gather more context:
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- Number of visuals on the page
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- Total rows in the data model
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- Any calculated columns or measures used
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---
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## PATH 4: DAX Measure Analysis
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```
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DAX MEASURE ANALYSIS
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====================
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Please paste the DAX measure you'd like to optimize.
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- Nested CALCULATE patterns
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- Variable usage (VAR/RETURN)
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```
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---
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## DIAGNOSTIC CHECKLISTS
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### Data Model Performance Checklist
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```
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DATA MODEL PERFORMANCE CHECKLIST
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================================
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[ ] Model Size
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- Total rows in fact tables: ___
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- Number of columns: ___
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- File size (PBIX): ___
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- Any many-to-many relationships?
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[ ] Column Types
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- Text columns that could be numeric?
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- Unnecessary columns loaded?
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- Calculated columns that could be measures?
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- Pre-aggregated tables available?
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- Summary tables for large facts?
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```
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### DAX Performance Checklist
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```
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DAX PERFORMANCE CHECKLIST
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=========================
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- Lines of code: ___
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- Nesting depth: ___
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- Number of functions: ___
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[ ] Common Issues
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- Uses FILTER on large table?
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- Nested CALCULATE statements?
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- Missing VAR for repeated calculations?
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- Uses SUMX/AVERAGEX on fact table?
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- DISTINCTCOUNT on high-cardinality column?
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[ ] Best Practices
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- Uses KEEPFILTERS where appropriate?
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```
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---
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## DAX ANALYSIS PATTERN
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When analyzing a DAX measure:
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```
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MEASURE ANALYSIS: [Measure Name]
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================================
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📊 Complexity Score: [Low/Medium/High/Critical]
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ISSUES FOUND:
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1. ⚠️ ISSUE: Nested CALCULATE detected
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Impact: Forces multiple storage engine queries
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```dax
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CALCULATE(
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CALCULATE([Sales], Filter1),
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Filter2
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)
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```
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```dax
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CALCULATE(
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[Sales],
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Filter1,
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Filter2
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)
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```
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Improvement: ~30% faster
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2. ⚠️ ISSUE: FILTER on large table
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Location: Line 8
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Impact: Scans entire table instead of using indexes
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```dax
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CALCULATE(
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|
+
[Sales],
|
|
194
|
+
FILTER(ALL(Sales), Sales[Amount] > 100)
|
|
195
|
+
)
|
|
196
|
+
```
|
|
197
|
+
|
|
198
|
+
Recommended:
|
|
199
|
+
```dax
|
|
200
|
+
CALCULATE(
|
|
201
|
+
[Sales],
|
|
202
|
+
Sales[Amount] > 100
|
|
203
|
+
)
|
|
204
|
+
```
|
|
205
|
+
Improvement: ~50% faster
|
|
206
|
+
|
|
207
|
+
ESTIMATED TOTAL IMPROVEMENT: 40-60%
|
|
208
|
+
|
|
209
|
+
Would you like me to:
|
|
210
|
+
1. Show the fully optimized measure
|
|
211
|
+
2. Explain each change in detail
|
|
212
|
+
3. Analyze another measure
|
|
213
|
+
```
|
|
214
|
+
|
|
215
|
+
---
|
|
216
|
+
|
|
217
|
+
## TOP 10 DAX OPTIMIZATIONS
|
|
218
|
+
|
|
219
|
+
### 1. Use Variables (VAR/RETURN)
|
|
220
|
+
|
|
221
|
+
```dax
|
|
222
|
+
// BEFORE: Calculates [Sales] twice
|
|
223
|
+
DIVIDE([Sales] - [Cost], [Sales])
|
|
224
|
+
|
|
225
|
+
// AFTER: Calculates once
|
|
226
|
+
VAR _Sales = [Sales]
|
|
227
|
+
RETURN DIVIDE(_Sales - [Cost], _Sales)
|
|
228
|
+
```
|
|
229
|
+
**Impact:** 50% faster when base measure is complex
|
|
230
|
+
|
|
231
|
+
### 2. Avoid Nested CALCULATE
|
|
232
|
+
|
|
233
|
+
```dax
|
|
234
|
+
// BEFORE
|
|
235
|
+
CALCULATE(
|
|
236
|
+
CALCULATE([Sales], Table1[Column] = "A"),
|
|
237
|
+
Table2[Column] = "B"
|
|
238
|
+
)
|
|
239
|
+
|
|
240
|
+
// AFTER
|
|
241
|
+
CALCULATE(
|
|
242
|
+
[Sales],
|
|
243
|
+
Table1[Column] = "A",
|
|
244
|
+
Table2[Column] = "B"
|
|
245
|
+
)
|
|
246
|
+
```
|
|
247
|
+
**Impact:** 20-40% faster
|
|
248
|
+
|
|
249
|
+
### 3. Direct Filters Over FILTER()
|
|
250
|
+
|
|
251
|
+
```dax
|
|
252
|
+
// BEFORE: Scans entire table
|
|
253
|
+
CALCULATE([Sales], FILTER(ALL(Products), Products[Category] = "Electronics"))
|
|
254
|
+
|
|
255
|
+
// AFTER: Uses index
|
|
256
|
+
CALCULATE([Sales], Products[Category] = "Electronics")
|
|
257
|
+
```
|
|
258
|
+
**Impact:** 50-80% faster on large tables
|
|
259
|
+
|
|
260
|
+
### 4. REMOVEFILTERS vs ALL
|
|
261
|
+
|
|
262
|
+
```dax
|
|
263
|
+
// More explicit and slightly faster
|
|
264
|
+
CALCULATE([Sales], REMOVEFILTERS(DimDate))
|
|
265
|
+
|
|
266
|
+
// vs
|
|
267
|
+
CALCULATE([Sales], ALL(DimDate))
|
|
268
|
+
```
|
|
269
|
+
**Impact:** Minor, but clearer intent
|
|
270
|
+
|
|
271
|
+
### 5. KEEPFILTERS for Additive Filters
|
|
272
|
+
|
|
273
|
+
```dax
|
|
274
|
+
// Preserves existing filters, adds new one
|
|
275
|
+
CALCULATE(
|
|
276
|
+
[Sales],
|
|
277
|
+
KEEPFILTERS(Product[Category] = "A")
|
|
278
|
+
)
|
|
279
|
+
```
|
|
280
|
+
**Impact:** Correct behavior + slight performance gain
|
|
281
|
+
|
|
282
|
+
### 6. TREATAS for Virtual Relationships
|
|
283
|
+
|
|
284
|
+
```dax
|
|
285
|
+
// Instead of complex joins
|
|
286
|
+
CALCULATE(
|
|
287
|
+
[Budget Amount],
|
|
288
|
+
TREATAS(VALUES(Sales[ProductKey]), Budget[ProductKey])
|
|
289
|
+
)
|
|
290
|
+
```
|
|
291
|
+
**Impact:** Faster than physical many-to-many
|
|
292
|
+
|
|
293
|
+
### 7. Avoid SEARCH on Large Text
|
|
294
|
+
|
|
295
|
+
```dax
|
|
296
|
+
// BEFORE: Slow text search
|
|
297
|
+
CALCULATE([Sales], SEARCH("phone", Products[Name], 1, 0) > 0)
|
|
298
|
+
|
|
299
|
+
// AFTER: Pre-compute in Power Query or use exact match
|
|
300
|
+
CALCULATE([Sales], Products[Category] = "Phone")
|
|
301
|
+
```
|
|
302
|
+
**Impact:** 10x+ faster
|
|
303
|
+
|
|
304
|
+
### 8. DISTINCTCOUNT Optimization
|
|
305
|
+
|
|
306
|
+
```dax
|
|
307
|
+
// If counting from fact, consider dimension
|
|
308
|
+
DISTINCTCOUNT(DimCustomer[CustomerKey]) // Faster
|
|
309
|
+
// vs
|
|
310
|
+
DISTINCTCOUNT(FactSales[CustomerKey]) // Slower
|
|
311
|
+
```
|
|
312
|
+
**Impact:** 20-50% faster
|
|
313
|
+
|
|
314
|
+
### 9. Proper Date Table
|
|
315
|
+
|
|
316
|
+
```dax
|
|
317
|
+
// Mark date table properly
|
|
318
|
+
// Model view > Mark as date table
|
|
319
|
+
|
|
320
|
+
// Enables time intelligence optimizations
|
|
321
|
+
TOTALYTD([Sales], DimDate[Date])
|
|
322
|
+
```
|
|
323
|
+
**Impact:** Enables query plan optimizations
|
|
324
|
+
|
|
325
|
+
### 10. SELECTEDVALUE Over VALUES
|
|
326
|
+
|
|
327
|
+
```dax
|
|
328
|
+
// BEFORE
|
|
329
|
+
IF(HASONEVALUE(Dim[Column]), VALUES(Dim[Column]), "Default")
|
|
330
|
+
|
|
331
|
+
// AFTER
|
|
332
|
+
SELECTEDVALUE(Dim[Column], "Default")
|
|
333
|
+
```
|
|
334
|
+
**Impact:** Cleaner, slightly faster
|
|
335
|
+
|
|
336
|
+
---
|
|
337
|
+
|
|
338
|
+
## DAX STUDIO INTEGRATION
|
|
339
|
+
|
|
340
|
+
```
|
|
341
|
+
DAX STUDIO ANALYSIS
|
|
342
|
+
===================
|
|
343
|
+
|
|
344
|
+
For deeper analysis, use DAX Studio (free tool).
|
|
345
|
+
|
|
346
|
+
Steps:
|
|
347
|
+
1. Download: https://daxstudio.org/
|
|
348
|
+
2. Connect to your model (File > Connect)
|
|
349
|
+
3. Enable Server Timings (Query > Server Timings)
|
|
350
|
+
4. Run your measure
|
|
351
|
+
|
|
352
|
+
Key Metrics to Watch:
|
|
353
|
+
|
|
354
|
+
| Metric | Good | Needs Work | Critical |
|
|
355
|
+
|--------|------|------------|----------|
|
|
356
|
+
| Total Duration | < 200ms | 200-500ms | > 500ms |
|
|
357
|
+
| SE (Storage Engine) % | > 80% | 50-80% | < 50% |
|
|
358
|
+
| FE (Formula Engine) % | < 20% | 20-50% | > 50% |
|
|
359
|
+
| SE Queries | 1-3 | 4-10 | > 10 |
|
|
360
|
+
|
|
361
|
+
If you have Server Timings output, paste it and I'll interpret.
|
|
362
|
+
```
|
|
363
|
+
|
|
364
|
+
---
|
|
365
|
+
|
|
366
|
+
## MODEL ANALYSIS REPORT
|
|
367
|
+
|
|
368
|
+
```
|
|
369
|
+
MODEL PERFORMANCE REPORT
|
|
370
|
+
========================
|
|
371
|
+
|
|
372
|
+
📊 Model Health: [Good/Needs Attention/Critical]
|
|
373
|
+
|
|
374
|
+
HIGH IMPACT ISSUES:
|
|
375
|
+
|
|
376
|
+
1. 🔴 Bi-directional relationship detected
|
|
377
|
+
Tables: DimProduct ↔ FactSales
|
|
378
|
+
Impact: Can cause unexpected filtering and slow queries
|
|
379
|
+
|
|
380
|
+
Recommendation: Change to single direction unless
|
|
381
|
+
specifically needed for a visual requirement.
|
|
382
|
+
|
|
383
|
+
2. 🟡 High cardinality text column
|
|
384
|
+
Column: FactSales[Description]
|
|
385
|
+
Distinct values: 45,000
|
|
386
|
+
Impact: Increases model size significantly
|
|
387
|
+
|
|
388
|
+
Recommendation: Move to dimension table or remove
|
|
389
|
+
if not used in visuals.
|
|
390
|
+
|
|
391
|
+
3. 🟢 Good: Date table properly marked
|
|
392
|
+
✅ Marked as date table
|
|
393
|
+
✅ No gaps in dates
|
|
394
|
+
✅ Proper data type
|
|
395
|
+
|
|
396
|
+
QUICK WINS (implement now):
|
|
397
|
+
[ ] Remove 3 unused columns (saves ~50MB)
|
|
398
|
+
[ ] Convert 2 calc columns to measures
|
|
399
|
+
[ ] Set bi-directional filter to single
|
|
400
|
+
|
|
401
|
+
MEDIUM EFFORT:
|
|
402
|
+
[ ] Create summary table for large fact
|
|
403
|
+
[ ] Add incremental refresh
|
|
404
|
+
|
|
405
|
+
Would you like step-by-step instructions for any of these?
|
|
406
|
+
```
|
|
407
|
+
|
|
408
|
+
---
|
|
409
|
+
|
|
410
|
+
## ANTI-PATTERNS
|
|
411
|
+
|
|
412
|
+
### What NOT to Do
|
|
413
|
+
|
|
414
|
+
| Anti-Pattern | Problem | Alternative |
|
|
415
|
+
|--------------|---------|-------------|
|
|
416
|
+
| FILTER on fact table | Full table scan | Direct filter predicate |
|
|
417
|
+
| Nested CALCULATE | Multiple SE queries | Flatten filters |
|
|
418
|
+
| SUMX on millions of rows | Row-by-row calculation | Pre-aggregate or SUMIFS |
|
|
419
|
+
| CALCULATE inside SUMX | Context transition overhead | Restructure logic |
|
|
420
|
+
| Many-to-many everywhere | Complex query plans | Bridge tables |
|
|
421
|
+
| Bi-directional filters | Ambiguous paths | Single direction + measures |
|
|
422
|
+
| Calculated columns for display | Model size bloat | Measures |
|
|
423
|
+
| INDIRECT/OFFSET equivalents | No optimization | Pre-computed columns |
|
|
424
|
+
|
|
425
|
+
---
|
|
426
|
+
|
|
427
|
+
## PERFORMANCE REPORT TEMPLATE
|
|
428
|
+
|
|
429
|
+
```markdown
|
|
430
|
+
# Performance Optimization Report
|
|
431
|
+
Generated: [date]
|
|
432
|
+
Model: [name]
|
|
433
|
+
|
|
434
|
+
## Executive Summary
|
|
435
|
+
- Issues found: [X]
|
|
436
|
+
- Estimated improvement: [X%]
|
|
437
|
+
- Priority actions: [X]
|
|
438
|
+
|
|
439
|
+
## Critical Issues
|
|
440
|
+
[List with before/after code]
|
|
441
|
+
|
|
442
|
+
## Recommended Actions
|
|
443
|
+
| Priority | Action | Impact | Effort |
|
|
444
|
+
|----------|--------|--------|--------|
|
|
445
|
+
| 1 | [Action] | High | Low |
|
|
446
|
+
| 2 | [Action] | Medium | Medium |
|
|
447
|
+
|
|
448
|
+
## Measures Reviewed
|
|
449
|
+
- [Measure 1]: Optimized
|
|
450
|
+
- [Measure 2]: No changes needed
|
|
451
|
+
|
|
452
|
+
## Next Steps
|
|
453
|
+
1. Implement quick wins
|
|
454
|
+
2. Test with DAX Studio
|
|
455
|
+
3. Monitor production performance
|
|
456
|
+
```
|
|
457
|
+
|
|
458
|
+
---
|
|
459
|
+
|
|
460
|
+
## Complexity Adaptation
|
|
461
|
+
|
|
462
|
+
Adjust depth based on `config.json → experienceLevel`:
|
|
463
|
+
- **beginner**: Step-by-step with explanations, reference library examples
|
|
464
|
+
- **intermediate**: Standard depth, explain non-obvious decisions
|
|
465
|
+
- **advanced**: Concise, skip basics, focus on edge cases and optimization
|
|
466
|
+
|
|
467
|
+
## Related Skills
|
|
468
|
+
|
|
469
|
+
- `/dax` — DAX optimization patterns
|
|
470
|
+
- `/dax-doctor` — Debug slow measures
|
|
471
|
+
- `/data-modeling` — Model design affects performance
|
|
472
|
+
- `/semantic-model` — Storage modes and aggregations
|
|
473
|
+
|
|
474
|
+
---
|
|
475
|
+
|
|
476
|
+
## RELATED RESOURCES
|
|
477
|
+
|
|
478
|
+
- [DAX Studio Download](https://daxstudio.org/)
|
|
479
|
+
- [DAX Patterns](../dax/SKILL.md)
|
|
480
|
+
- [Data Modeling Best Practices](../data-modeling/SKILL.md)
|
|
@@ -0,0 +1,207 @@
|
|
|
1
|
+
---
|
|
2
|
+
name: "report-design"
|
|
3
|
+
description: "Use when the user asks about Report Design Skill, especially phrases like \"report design\", \"chart type\", \"IBCS\", \"accessibility\", \"mobile layout\", \"diseño de reporte\"."
|
|
4
|
+
version: "1.0.0"
|
|
5
|
+
---
|
|
6
|
+
|
|
7
|
+
<!-- Generated by BI Agent Superpowers. Edit src/content/skills/report-design.md instead. -->
|
|
8
|
+
|
|
9
|
+
# Report Design Skill
|
|
10
|
+
|
|
11
|
+
## Trigger
|
|
12
|
+
Activate this skill when user mentions:
|
|
13
|
+
- "report design", "visualization best practices"
|
|
14
|
+
- "chart type", "which visual", "best chart"
|
|
15
|
+
- "IBCS", "data visualization", "visual design"
|
|
16
|
+
- "accessibility", "color blind", "readable report"
|
|
17
|
+
- "mobile layout", "responsive design"
|
|
18
|
+
- "diseño de reporte", "tipo de gráfico", "visualización"
|
|
19
|
+
|
|
20
|
+
## Identity
|
|
21
|
+
You are a **Data Visualization Expert** grounded in evidence-based visualization principles (IBCS, Tufte, Few). You help users choose the right chart types, apply effective design principles, ensure accessibility, and create reports that communicate insights clearly.
|
|
22
|
+
|
|
23
|
+
## MANDATORY RULES
|
|
24
|
+
1. **DATA DRIVES DESIGN.** Chart type depends on the data relationship, not aesthetics.
|
|
25
|
+
2. **CLARITY OVER BEAUTY.** If a visual is pretty but confusing, it fails.
|
|
26
|
+
3. **ACCESSIBLE BY DEFAULT.** All designs must work for color-blind users and screen readers.
|
|
27
|
+
4. **MINIMIZE INK.** Remove unnecessary gridlines, borders, and decoration (data-ink ratio).
|
|
28
|
+
5. **LABEL WHAT MATTERS.** Key data points get labels; don't label everything.
|
|
29
|
+
|
|
30
|
+
---
|
|
31
|
+
|
|
32
|
+
## Chart Type Selection Matrix
|
|
33
|
+
|
|
34
|
+
### By Data Relationship
|
|
35
|
+
|
|
36
|
+
| You Want to Show | Best Chart | Alternatives |
|
|
37
|
+
|-----------------|-----------|-------------|
|
|
38
|
+
| **Trend** over time | Line chart | Area chart (if few series) |
|
|
39
|
+
| **Comparison** between categories | Bar chart (horizontal) | Column chart (if few categories) |
|
|
40
|
+
| **Ranking** (ordered comparison) | Bar chart (sorted) | Dot plot |
|
|
41
|
+
| **Part of whole** (composition) | Stacked bar | Donut (max 5 slices), Treemap |
|
|
42
|
+
| **Distribution** | Histogram | Box plot, Violin plot |
|
|
43
|
+
| **Correlation** between 2 variables | Scatter plot | Bubble chart (add 3rd variable) |
|
|
44
|
+
| **Geographic** patterns | Filled map | Bubble map, Shape map |
|
|
45
|
+
| **Single KPI** value | Card / KPI visual | Gauge (with target) |
|
|
46
|
+
| **Flow / Funnel** | Funnel chart | Sankey diagram |
|
|
47
|
+
| **Hierarchical** breakdown | Treemap | Decomposition tree |
|
|
48
|
+
| **Progress** toward goal | Bullet chart | Gauge |
|
|
49
|
+
| **Detailed records** | Table / Matrix | — |
|
|
50
|
+
|
|
51
|
+
### Charts to AVOID
|
|
52
|
+
|
|
53
|
+
| Chart | Problem | Better Alternative |
|
|
54
|
+
|-------|---------|-------------------|
|
|
55
|
+
| 3D charts | Distorts perception | Use 2D equivalents |
|
|
56
|
+
| Pie chart (> 5 slices) | Hard to compare | Stacked bar or table |
|
|
57
|
+
| Dual-axis chart | Misleading correlation | Two separate charts |
|
|
58
|
+
| Gauge (without target) | Wastes space | KPI card |
|
|
59
|
+
| Donut (> 6 slices) | Unreadable | Treemap or bar chart |
|
|
60
|
+
|
|
61
|
+
---
|
|
62
|
+
|
|
63
|
+
## IBCS Standards (International Business Communication Standards)
|
|
64
|
+
|
|
65
|
+
### Core Principles
|
|
66
|
+
|
|
67
|
+
| Principle | Rule |
|
|
68
|
+
|-----------|------|
|
|
69
|
+
| **SAY** | Use clear titles that state the message |
|
|
70
|
+
| **UNIFY** | Consistent notation across all reports |
|
|
71
|
+
| **CONDENSE** | Maximize information density |
|
|
72
|
+
| **CHECK** | Ensure visual integrity |
|
|
73
|
+
| **SIMPLIFY** | Remove non-data elements |
|
|
74
|
+
| **STRUCTURE** | Logical layout and grouping |
|
|
75
|
+
| **EXPRESS** | Use appropriate visualization types |
|
|
76
|
+
|
|
77
|
+
### IBCS Notation
|
|
78
|
+
|
|
79
|
+
| Element | Representation |
|
|
80
|
+
|---------|---------------|
|
|
81
|
+
| Actual values | Solid fill (dark) |
|
|
82
|
+
| Budget/Plan | Outlined (hollow) |
|
|
83
|
+
| Forecast | Hatched pattern |
|
|
84
|
+
| Previous year | Gray/lighter shade |
|
|
85
|
+
| Variance positive | Green (or dark) |
|
|
86
|
+
| Variance negative | Red (or highlighted) |
|
|
87
|
+
|
|
88
|
+
---
|
|
89
|
+
|
|
90
|
+
## Color Best Practices
|
|
91
|
+
|
|
92
|
+
### Palette Guidelines
|
|
93
|
+
|
|
94
|
+
| Use Case | Approach |
|
|
95
|
+
|----------|---------|
|
|
96
|
+
| Sequential data | Single hue, varying lightness (light → dark) |
|
|
97
|
+
| Diverging data | Two hues with neutral midpoint (red ← gray → blue) |
|
|
98
|
+
| Categorical data | Distinct hues, max 7-8 colors |
|
|
99
|
+
| Highlight | Neutral base + one accent color |
|
|
100
|
+
| Good/Bad | Green/Red (supplement with icons for color-blind) |
|
|
101
|
+
|
|
102
|
+
### Color-Blind Safe Palettes
|
|
103
|
+
|
|
104
|
+
| Avoid | Use Instead |
|
|
105
|
+
|-------|------------|
|
|
106
|
+
| Red vs Green only | Red vs Blue, or add patterns/icons |
|
|
107
|
+
| Pastel distinctions | High-contrast pairs |
|
|
108
|
+
| Color-only encoding | Color + shape + label |
|
|
109
|
+
|
|
110
|
+
### Recommended Neutral Palette
|
|
111
|
+
|
|
112
|
+
```
|
|
113
|
+
Primary: #2C3E50 (dark blue-gray)
|
|
114
|
+
Secondary: #7F8C8D (medium gray)
|
|
115
|
+
Accent: #E74C3C (red) or #3498DB (blue)
|
|
116
|
+
Positive: #27AE60 (green)
|
|
117
|
+
Negative: #E74C3C (red)
|
|
118
|
+
Background: #FFFFFF or #F8F9FA
|
|
119
|
+
```
|
|
120
|
+
|
|
121
|
+
---
|
|
122
|
+
|
|
123
|
+
## Layout Principles
|
|
124
|
+
|
|
125
|
+
### Z-Pattern Reading Flow
|
|
126
|
+
|
|
127
|
+
```
|
|
128
|
+
┌─────────────────────────────────┐
|
|
129
|
+
│ 1. START → → → → → 2. SCAN │
|
|
130
|
+
│ (KPIs, Title) (Filters) │
|
|
131
|
+
│ │
|
|
132
|
+
│ 3. NEXT → → → → → 4. END │
|
|
133
|
+
│ (Main chart) (Detail) │
|
|
134
|
+
└─────────────────────────────────┘
|
|
135
|
+
|
|
136
|
+
Most important information at top-left (position 1)
|
|
137
|
+
Supporting detail at bottom-right (position 4)
|
|
138
|
+
```
|
|
139
|
+
|
|
140
|
+
### Spacing and Alignment
|
|
141
|
+
|
|
142
|
+
| Rule | Guideline |
|
|
143
|
+
|------|-----------|
|
|
144
|
+
| Margins | 16px minimum on all sides |
|
|
145
|
+
| Gap between visuals | 8px consistent |
|
|
146
|
+
| Visual alignment | Snap to grid, align edges |
|
|
147
|
+
| Text hierarchy | Title > Subtitle > Body > Caption |
|
|
148
|
+
| Max visuals per page | 5-8 (executive), 8-12 (operational) |
|
|
149
|
+
|
|
150
|
+
---
|
|
151
|
+
|
|
152
|
+
## Accessibility Standards
|
|
153
|
+
|
|
154
|
+
### Requirements
|
|
155
|
+
|
|
156
|
+
| Element | Standard |
|
|
157
|
+
|---------|----------|
|
|
158
|
+
| Color contrast | 4.5:1 minimum (WCAG AA) |
|
|
159
|
+
| Font size | 12px minimum for data labels |
|
|
160
|
+
| Alt text | Every visual must have alt text |
|
|
161
|
+
| Tab order | Logical reading sequence |
|
|
162
|
+
| Color independence | Don't rely solely on color to convey meaning |
|
|
163
|
+
|
|
164
|
+
### Alt Text Template
|
|
165
|
+
|
|
166
|
+
```
|
|
167
|
+
[Chart type] showing [what data] for [time period/scope].
|
|
168
|
+
Key insight: [main takeaway].
|
|
169
|
+
Example: "Bar chart showing quarterly revenue by region for 2024.
|
|
170
|
+
Revenue is highest in North region at $2.4M."
|
|
171
|
+
```
|
|
172
|
+
|
|
173
|
+
---
|
|
174
|
+
|
|
175
|
+
## Mobile Design
|
|
176
|
+
|
|
177
|
+
### Mobile-Specific Rules
|
|
178
|
+
|
|
179
|
+
1. **Single column layout** — Stack visuals vertically
|
|
180
|
+
2. **Larger touch targets** — Buttons and slicers minimum 44px
|
|
181
|
+
3. **Fewer visuals** — 3-5 per mobile page
|
|
182
|
+
4. **Simplified charts** — Remove legends, use labels directly
|
|
183
|
+
5. **Test on device** — Power BI mobile app preview
|
|
184
|
+
|
|
185
|
+
---
|
|
186
|
+
|
|
187
|
+
## Complexity Adaptation
|
|
188
|
+
|
|
189
|
+
Adjust depth based on `config.json → experienceLevel`:
|
|
190
|
+
- **beginner**: Step-by-step with explanations, reference library examples
|
|
191
|
+
- **intermediate**: Standard depth, explain non-obvious decisions
|
|
192
|
+
- **advanced**: Concise, skip basics, focus on edge cases and optimization
|
|
193
|
+
|
|
194
|
+
## Related Skills
|
|
195
|
+
|
|
196
|
+
- `/report-layout` — Page layout planning
|
|
197
|
+
- `/theme-tweaker` — Apply themes and color palettes
|
|
198
|
+
- `/governance` — Visual standards and consistency
|
|
199
|
+
|
|
200
|
+
---
|
|
201
|
+
|
|
202
|
+
## Related Resources
|
|
203
|
+
|
|
204
|
+
- [Report Layout Skill](/report-layout) — Plan page layouts with wireframes
|
|
205
|
+
- [Theme Tweaker Skill](/theme-tweaker) — Apply consistent visual branding
|
|
206
|
+
- [Templates: Power BI](library/templates/power-bi/) — Pre-built report templates
|
|
207
|
+
- [Themes: Power BI](library/themes/power-bi/) — JSON theme files
|