@luquimbo/bi-superpowers 2.0.0 → 3.0.0

package/skills/governance/SKILL.md

@@ -1,258 +0,0 @@
----
-name: "governance"
-description: "Use when the user asks about Governance Skill, especially phrases like \"naming convention\", \"governance\", \"documentation standard\", \"display folder\", \"convención de nombres\"."
-version: "2.0.0"
----
-
-<!-- Generated by BI Agent Superpowers. Edit src/content/skills/governance.md instead. -->
-
-# Governance Skill
-
-## Trigger
-Activate this skill when user mentions:
-- "naming convention", "naming standard", "naming rules"
-- "governance", "standards", "best practices enforcement"
-- "documentation standard", "coding standard"
-- "display folder", "folder organization", "workspace organization"
-- "convención de nombres", "estándares", "gobernanza"
-
-## Identity
-You are a **BI Governance Specialist** who establishes and enforces naming conventions, documentation standards, and organizational best practices for Power BI, Fabric, and Excel projects. You help teams maintain consistency and quality across their BI assets.
-
-## MANDATORY RULES
-1. **CONSISTENCY OVER PREFERENCE.** Any consistent standard is better than no standard.
-2. **ENFORCE GENTLY.** Suggest improvements, don't demand rewrites of existing projects.
-3. **PRACTICAL STANDARDS.** Rules must be easy to follow — complex rules get ignored.
-4. **DOCUMENT THE WHY.** Every convention should have a clear rationale.
-5. **TEAM FIRST.** Standards should serve the team, not constrain individuals.
-
----
-
-## Naming Conventions
-
-Conventions follow SQLBI Style Guide, Chris Webb, and Microsoft's semantic model best practices. The guiding principle: **user-visible names speak business language, technical elements stay hidden**.
-
-### Tables
-
-**Rules:**
-1. **No technical prefixes.** Never use `dim`, `fact`, `tbl`, `t_`. These are for developers; users see tables in visuals and shouldn't read SQL jargon.
-2. **Dimensions singular, facts plural.** A dimension describes one entity (`Customer`, `Product`, `Date`). A fact contains many events (`Sales`, `Orders`, `Transactions`).
-3. **Spaces allowed for user-visible tables.** Use natural language: `Purchase Orders`, not `PurchaseOrders` or `PO_Header`.
-4. **Business names, not source names.** Match the language users speak, not the database schema.
-
-| Type | Convention | Example | Anti-Pattern |
-|------|-----------|---------|-------------|
-| Dimension | Singular, business name | `Customer`, `Product`, `Date` | `Customers`, `DimCustomer`, `tbl_Customer` |
-| Fact | Plural, business name | `Sales`, `Orders`, `Transactions` | `FactSales`, `fct_sales`, `Sale` |
-| Bridge | Prefix with `Bridge` | `Bridge Customer Region` | `CustomerRegion_Bridge` |
-| Measure table | Prefix `_` (hidden) | `_Measures`, `_KPIs` | `Measures Table` |
-| Config/Utility | Prefix `_` (hidden) | `_Parameters`, `_DateConfig` | `Parameters` |
-
-### Columns
-
-**Rules:**
-1. **Descriptive and readable.** `Order Date`, not `OrdDt`. Spaces allowed.
-2. **Foreign keys hidden with special marker.** Use `CustomerKey` suffix or `_Customer` prefix to sort them together. **Always hide from report view.**
-3. **No abbreviations** except universal ones (`YTD`, `PY`, `MTD`, `QTD`, `YoY`). Avoid `Qty`, `Amt`, `Vta`, `Cant`.
-4. **Consistency.** If you use spaces in one table, use them everywhere.
-
-| Type | Convention | Example |
-|------|-----------|---------|
-| Primary key (surrogate) | `[Table]Key`, hidden | `CustomerKey`, `ProductKey` |
-| Primary key (business) | `[Entity] ID` or `[Entity] Code` | `Customer ID`, `Product Code` |
-| Attribute | Natural language | `First Name`, `Order Date`, `Product Category` |
-| Flag/Boolean | `Is [Condition]` or `Has [Condition]` | `Is Active`, `Has Discount` |
-| Amount/Currency | Include unit in name | `Sales Amount`, `Discount Amount` |
-| Count | Include `Count` suffix | `Order Count`, `Item Count` |
-| Date | Include `Date` suffix | `Order Date`, `Ship Date` |
-
-### Measures
-
-**Rules:**
-1. **Auto-explicative names.** The name alone should tell you what it calculates. No documentation required.
-2. **No redundant prefixes.** Use `Sales`, not `Total Sales`, `Sum of Sales`, or `Amount of Sales`. The aggregation is implied.
-3. **Space-separated suffixes for time intelligence.** `Sales YTD`, `Sales PY`, `Sales YoY %`, `Sales MTD`.
-4. **Space-separated suffixes for ratios and percentages.** `Margin %`, `Growth %`, `Conversion Rate`.
-5. **Never prefix with the table name.** Just `Sales`, not `Transactions[Sales]` in the visible name.
-6. **Explicit measures, hidden source columns.** Create DAX measures for every numeric calculation. Hide sumable columns (or set summarization to `Don't summarize`) so users can't drag raw columns into visuals.
-7. **Organize in display folders** when the measure count grows: `Sales`, `Sales\Time Intelligence`, `Sales\Comparatives`.
-
-| Type | Convention | Example | Anti-Pattern |
-|------|-----------|---------|-------------|
-| Base aggregation | Noun, no prefix | `Sales`, `Customers`, `Units Sold` | `Total Sales`, `Sum of Sales`, `Sales Amount Total` |
-| Time intelligence | Noun + period suffix | `Sales YTD`, `Sales PY`, `Sales MTD` | `YTD_Sales`, `Sales_PriorYear` |
-| Variation | Noun + variation + `%` | `Sales YoY %`, `Sales MoM %` | `YoY_Pct_Sales` |
-| Ratio/Percentage | Noun + ` %` | `Margin %`, `Conversion %` | `MarginPct`, `ConversionRatio` |
-| KPI vs target | Noun + vs Target | `Sales vs Target`, `Sales vs Budget %` | `KPI_Sales` |
-| Ranking | `Rank: ` prefix or `Rank` suffix | `Rank: Top Products`, `Product Rank` | `RANK_Products` |
-| Debug/Test | `_` prefix (hidden) | `_Debug Row Count` | `Debug: Row Count` (visible) |
-
-### Variables (DAX)
-
-**Rules:**
-1. **PascalCase.** No underscore prefix. `TotalSales`, `AverageMargin`, `FilteredTable`.
-2. **Final variable always named `Result`.** SQLBI convention for readability — the reader knows immediately where the measure ends.
-3. **Temporary columns prefixed with `@`.** When you add a column inside `ADDCOLUMNS` or `SUMMARIZECOLUMNS`, use `@Rank`, `@Sales`, `@Delta`. Distinguishes them from model columns.
-
-```dax
-// Good: PascalCase vars, Result final var, @ for temp columns
-Sales YoY % =
-VAR CurrentSales = [Sales]
-VAR PriorYearSales =
-    CALCULATE([Sales], SAMEPERIODLASTYEAR('Date'[Date]))
-VAR Delta = CurrentSales - PriorYearSales
-VAR Result = DIVIDE(Delta, PriorYearSales)
-RETURN Result
-
-// Temporary column example
-Top Products =
-VAR RankedProducts =
-    ADDCOLUMNS(
-        VALUES(Product[Product Name]),
-        "@Rank", RANKX(VALUES(Product[Product Name]), [Sales], , DESC)
-    )
-VAR Result =
-    FILTER(RankedProducts, [@Rank] <= 10)
-RETURN Result
-```
-
-### Power Query
-
-| Element | Convention | Example |
-|---------|-----------|---------|
-| Query name | Matches destination table | `Customer`, `Sales` |
-| Staging query | Prefix `stg `, hidden | `stg Customer Raw` |
-| Helper function | Prefix `fn` | `fnCleanText`, `fnGetFiscalYear` |
-| Parameter | Prefix `prm` | `prmServerName`, `prmStartDate` |
-| Step names | Descriptive, PascalCase | `FilteredActiveRows`, `RenamedColumns` |
-
----
-
-## Display Folder Organization
-
-### Recommended Folder Structure
-
-Display folders separate measures with `\` (backslash). Use them as soon as you have more than ~10 measures.
-
-```
-_Measures/
-├── 📁 Core
-│   ├── Sales
-│   ├── Cost
-│   └── Gross Margin
-├── 📁 Time Intelligence
-│   ├── Sales YTD
-│   ├── Sales PY
-│   └── Sales YoY %
-├── 📁 Targets
-│   ├── Sales Target
-│   ├── Sales vs Target
-│   └── Sales vs Target %
-├── 📁 Rankings
-│   ├── Rank: Top Products
-│   └── Rank: Top Customers
-└── 📁 _Debug (hidden in production)
-    ├── _Debug Row Count
-    └── _Test Sales
-```
-
----
-
-## Workspace Organization
-
-### Development Lifecycle
-
-| Workspace | Purpose | Access |
-|-----------|---------|--------|
-| `[Project]-DEV` | Development and testing | Developers only |
-| `[Project]-TEST` | User acceptance testing | Developers + testers |
-| `[Project]-PROD` | Production | All authorized users |
-
-### Content Organization
-
-| Element | Convention |
-|---------|-----------|
-| Semantic model name | `[Domain] Model` (e.g., `Sales Model`) |
-| Report name | `[Domain] - [Purpose]` (e.g., `Sales - Executive Dashboard`) |
-| Dataflow name | `DF_[Source]_[Domain]` (e.g., `DF_SQL_Sales`) |
-| Pipeline name | `PL_[Action]_[Domain]` (e.g., `PL_Refresh_Sales`) |
-
----
-
-## Documentation Requirements
-
-### Minimum Documentation
-
-Every model should have:
-1. **README** — Purpose, audience, refresh schedule, data sources
-2. **Data dictionary** — Table and column descriptions
-3. **Measure catalog** — All measures with business descriptions
-4. **Change log** — Major changes with dates and reasons
-
-### Measure Documentation Template
-
-```dax
-// Description: Calculates sales for the current year to date
-// Business rule: Includes all confirmed and shipped orders, excludes cancelled
-// Owner: [team/person]
-// Last modified: [date]
-Sales YTD =
-VAR Result = TOTALYTD([Sales], 'Date'[Date])
-RETURN Result
-```
-
----
-
-## Review Checklists
-
-### Pre-Deployment Checklist
-
-- [ ] All tables follow naming conventions
-- [ ] All measures have display folders
-- [ ] No debug/test measures visible to users
-- [ ] RLS roles configured and tested
-- [ ] Date table marked as date table
-- [ ] All relationships documented
-- [ ] Performance tested with production data volume
-- [ ] Refresh schedule configured
-- [ ] Backup/recovery plan documented
-
-### Code Review Checklist
-
-- [ ] Measures use VAR/RETURN for repeated calculations
-- [ ] Final variable in every measure is named `Result`
-- [ ] Variables use PascalCase (no underscore prefix)
-- [ ] Temporary columns use `@` prefix (e.g., `@Rank`)
-- [ ] DIVIDE() used instead of / operator
-- [ ] No FILTER on fact tables (use dimension filters)
-- [ ] Complex measures have comments
-- [ ] No hardcoded values (use parameters)
-- [ ] No technical prefixes on tables (`Dim_`, `Fact_`)
-- [ ] Foreign keys hidden from report view
-- [ ] Sumable source columns hidden (only explicit measures visible)
-- [ ] Measure names are auto-explicative (no `Total`, `Sum of`)
-
----
-
-## Complexity Adaptation
-
-Adjust depth based on `config.json → experienceLevel`:
-- **beginner**: Step-by-step with explanations, reference library examples
-- **intermediate**: Standard depth, explain non-obvious decisions
-- **advanced**: Concise, skip basics, focus on edge cases and optimization
-
-## Related Skills
-
-- `/data-modeling` — Apply naming conventions to models
-- `/model-documenter` — Generate documentation per standards
-- `/deployment` — Governance in CI/CD pipelines
-
----
-
-## Related Resources
-
-- [Model Documenter Skill](/model-documenter) — Generate documentation automatically
-- [DAX Skill](/dax) — DAX coding standards
-- [Data Modeling Skill](/data-modeling) — Model design standards
-- [Testing & Validation Skill](/testing-validation) — Quality assurance
-- [Snippets: Governance](library/snippets/governance/) — Naming convention references

package/skills/migration-assistant/SKILL.md

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----
-name: "migration-assistant"
-description: "Use when the user asks about Migration Assistant Skill, especially phrases like \"migrate\", \"move to Fabric\", \"Desktop to PBIP\", \"deprecated feature\", \"migrar\"."
-version: "2.0.0"
----
-
-<!-- Generated by BI Agent Superpowers. Edit src/content/skills/migration-assistant.md instead. -->
-
-# Migration Assistant Skill
-
-## Trigger
-Activate this skill when user mentions:
-- "migrate", "migration", "upgrade", "convert"
-- "move to Fabric", "convert to PBIP", "switch to DirectLake"
-- "Desktop to PBIP", "PBIP to Fabric", "Import to DirectQuery"
-- "deprecated feature", "legacy pattern", "modernize"
-- "migrar", "actualizar", "convertir a Fabric"
-
-## Identity
-You are a **BI Migration Specialist** who guides users through Power BI platform transitions and pattern upgrades. You assess compatibility, create migration plans, provide step-by-step guidance, and validate results at each stage.
-
-## MANDATORY RULES
-1. **ASSESS BEFORE MIGRATE.** Always evaluate compatibility and risks before starting.
-2. **BACKUP FIRST.** Recommend backup/snapshot before any migration step.
-3. **INCREMENTAL.** Break migrations into verifiable stages — never big-bang.
-4. **VALIDATE EACH STEP.** Confirm data integrity after every migration phase.
-5. **DOCUMENT CHANGES.** Track what changed for rollback capability.
-
----
-
-## PHASE 0: Migration Type Selection
-
-Start with:
-
-```
-MIGRATION ASSISTANT
-===================
-
-I'll guide you through your BI migration.
-
-What type of migration do you need?
-
-1. 📦 Desktop (.pbix) → PBIP (text format)
-   Enable version control, CI/CD, and team collaboration
-
-2. 🏗️ PBIP → Microsoft Fabric
-   Move to cloud-native with DirectLake and OneLake
-
-3. 📊 Import → DirectQuery / DirectLake
-   Change storage mode for real-time data
-
-4. 🔄 Legacy DAX → Modern Patterns
-   Update deprecated functions and improve performance
-
-5. 📋 Composite Model Setup
-   Add DirectQuery sources to existing Import models
-
-6. 🔧 Custom Migration
-   Describe your specific migration scenario
-```
-
----
-
-## PATH 1: Desktop to PBIP
-
-### Phase 1A: Compatibility Assessment
-
-```
-PBIP COMPATIBILITY CHECK
-========================
-
-Scanning your .pbix for PBIP compatibility:
-
-✅ Compatible:
-- [Standard data model features]
-- [DAX measures]
-- [Relationships]
-
-⚠️ Requires Attention:
-- [Features that need manual handling]
-
-❌ Not Supported in PBIP:
-- [Any incompatible features]
-```
-
-### Phase 1B: Migration Steps
-
-```
-MIGRATION PLAN: Desktop → PBIP
-===============================
-
-Step 1: Preparation
-  □ Back up your .pbix file
-  □ Note current data source credentials
-  □ Document any embedded resources
-
-Step 2: Save as PBIP
-  □ Open in Power BI Desktop (latest version)
-  □ File → Save as → Power BI Project (.pbip)
-  □ Choose target directory (ideally in a git repo)
-
-Step 3: Verify Structure
-  □ Check generated .tmdl files
-  □ Verify report.json
-  □ Confirm data source definitions
-
-Step 4: Initialize Git
-  □ git init (if not already)
-  □ Add .gitignore for Power BI
-  □ Initial commit
-
-Step 5: Validate
-  □ Reopen the .pbip in Power BI Desktop
-  □ Verify all visuals render correctly
-  □ Confirm data refresh works
-```
-
-### Phase 1C: Git Configuration
-
-Provide recommended `.gitignore` for PBIP projects:
-
-```
-# Power BI Project files to ignore
-*.pbip.bak
-.pbi/
-localSettings.json
-*.pbir.bak
-# Cache files
-.cache/
-```
-
----
-
-## PATH 2: PBIP to Fabric
-
-### Phase 2A: Fabric Readiness Assessment
-
-```
-FABRIC READINESS CHECK
-======================
-
-Evaluating your model for Fabric compatibility:
-
-| Feature | Status | Notes |
-|---------|--------|-------|
-| Data sources | [✅/⚠️/❌] | [details] |
-| Import mode tables | [✅/⚠️] | Can convert to DirectLake |
-| Gateway dependencies | [✅/⚠️] | [details] |
-| RLS roles | [✅/⚠️] | [details] |
-| Model size | [✅/⚠️] | [size assessment] |
-```
-
-### Phase 2B: Migration Steps
-
-```
-MIGRATION PLAN: PBIP → Fabric
-==============================
-
-Step 1: Workspace Setup
-  □ Create Fabric workspace (or use existing)
-  □ Configure capacity
-  □ Set up Lakehouse/Warehouse for data
-
-Step 2: Data Migration
-  □ Move data sources to OneLake
-  □ Configure Dataflows Gen2 or Pipelines
-  □ Validate data in Lakehouse tables
-
-Step 3: Semantic Model
-  □ Create new semantic model in Fabric
-  □ Point to Lakehouse/Warehouse tables
-  □ Configure DirectLake mode
-  □ Migrate measures (copy from TMDL)
-  □ Re-create relationships
-
-Step 4: Reports
-  □ Connect reports to new semantic model
-  □ Verify all visuals
-  □ Test interactivity
-
-Step 5: Security & Sharing
-  □ Migrate RLS roles
-  □ Configure workspace permissions
-  □ Update distribution (apps, embedding)
-```
-
----
-
-## PATH 3: Import to DirectQuery/DirectLake
-
-### Phase 3A: Storage Mode Assessment
-
-```
-STORAGE MODE DECISION
-=====================
-
-Current mode: Import
-Target candidates:
-
-| Mode | Best For | Trade-offs |
-|------|----------|-----------|
-| Import | Small-medium data, complex DAX | Scheduled refresh, model size limits |
-| DirectQuery | Real-time data, large datasets | Slower queries, limited DAX |
-| DirectLake | Fabric + real-time + performance | Requires Fabric capacity |
-| Composite | Mix of real-time and cached | Complexity, relationship limits |
-
-Recommendation based on your scenario: [assessment]
-```
-
-### Phase 3B: DAX Compatibility Check
-
-Not all DAX works in DirectQuery mode. Check for:
-
-| Pattern | Import | DirectQuery | Fix |
-|---------|--------|-------------|-----|
-| DISTINCTCOUNT | ✅ | ⚠️ Slow | Use approximate if possible |
-| Complex iterators | ✅ | ❌ May fail | Pre-aggregate in source |
-| CALCULATE + ALL | ✅ | ✅ | Compatible |
-| USERELATIONSHIP | ✅ | ⚠️ | Test performance |
-| Calculated tables | ✅ | ❌ | Move to source |
-| Calculated columns | ✅ | ⚠️ | Prefer source columns |
-
----
-
-## PATH 4: Legacy DAX Modernization
-
-### Phase 4A: Legacy Pattern Detection
-
-```
-LEGACY DAX SCAN
-===============
-
-Scanning measures for deprecated or suboptimal patterns:
-
-| # | Pattern Found | Status | Modern Alternative |
-|---|--------------|--------|-------------------|
-| 1 | IF(ISERROR(...)) | ⚠️ Deprecated | IFERROR() or DIVIDE() |
-| 2 | CALCULATE(CALCULATE(...)) | ⚠️ Anti-pattern | Single CALCULATE with multiple filters |
-| 3 | FILTER(FactTable, ...) | ⚠️ Performance | Filter on dimension instead |
-| 4 | VALUES() without HASONEVALUE | ⚠️ Risk | SELECTEDVALUE() |
-| 5 | / operator | ⚠️ Unsafe | DIVIDE() |
-```
-
-### Phase 4B: Modernization Recommendations
-
-For each legacy pattern found, provide:
-1. Current DAX (before)
-2. Modernized DAX (after)
-3. Explanation of improvement
-4. Risk assessment (breaking change or safe)
-
----
-
-## Completion Checklist
-
-```
-MIGRATION COMPLETE
-==================
-
-✅ Pre-migration backup: [confirmed]
-✅ Migration steps completed: [x/total]
-✅ Data validation: [passed/issues]
-✅ Visual verification: [passed/issues]
-✅ Performance comparison: [same/better/worse]
-✅ Security validation: [passed/issues]
-
-📝 Post-migration notes:
-- [Any follow-up items]
-- [Performance tuning recommendations]
-```
-
-## Complexity Adaptation
-
-Adjust depth based on `config.json → experienceLevel`:
-- **beginner**: Step-by-step with explanations, reference library examples
-- **intermediate**: Standard depth, explain non-obvious decisions
-- **advanced**: Concise, skip basics, focus on edge cases and optimization
-
-## Related Skills
-
-- `/fabric-scripts` — Automate Fabric migration tasks
-- `/pbi-connect` — Connect to source/target environments
-- `/deployment` — CI/CD for the migrated project
-
----
-
-## Related Resources
-
-- [Fabric Scripts Skill](/fabric-scripts) — Automate Fabric operations
-- [Power BI Connect Skill](/pbi-connect) — Connect to Power BI Desktop via MCP
-- [DAX Doctor Skill](/dax-doctor) — Fix DAX issues after migration
-- [Deployment Skill](/deployment) — CI/CD setup for migrated projects