datacoolie Power BI Report Design
Plan and design Power BI reports before generating PBIR files. This skill transforms
business requirements and a semantic model into a structured Design Spec that the
power-bi-report-authoring skill consumes to produce the actual .Report/ folder.
Always search Microsoft Learn (microsoft-learn-mcp/microsoft_docs_search) for
the latest visualization guidance before recommending chart types or patterns.
Reference Files
Role files (phase-driven workflow)
These role files correspond to the power-bi-developer agent's design phases. Load the
one matching the current phase.
| Role File | Used In | Purpose |
|---|---|---|
references/strategist.md |
Phase 4a | 5-question intake, style selection, layout/chart picks, produces the Design Spec |
references/executor-base.md |
Phase 4b | Shared two-pass (Layout → Narrative) rules inherited by all executors |
references/executor-executive.md |
Phase 4b | Executive personality — ≤4 visuals, Big-Idea titles, high whitespace |
references/executor-analytical.md |
Phase 4b | Analytical personality — 5-8 visuals, KPI + hero + 3-col grid, direct labels |
references/executor-operational.md |
Phase 4b | Operational personality — 8-12 visuals, traffic-light status, large fonts |
references/polisher.md |
Phase 4c | Drives finalize_pbir.py + design_quality_check.py, Design Spec reconciliation |
Shared standards & templates
| Reference | When to Read |
|---|---|
references/shared-standards.md |
Non-negotiable PBIR design rules — banned patterns, grid, typography scale, color 60/30/10, accessibility, performance budgets. All roles must load this. |
references/design-spec-reference.md |
11-section Design Spec contract template + Seven Confirmations sign-off table |
references/layouts/layouts-index.json |
Index of starter page layouts (slot coordinates, style tags) |
references/layouts/*.md |
Individual layout recipes (exec-overview-16x9, sales-performance, drillthrough-detail, …) |
references/chart-templates/chart-templates-index.json |
Index of chart recipes (composition + slots + gotchas) |
references/chart-templates/*.md |
Individual chart recipes (kpi-banner, bar-comparison, trend-line, yoy-variance, waterfall-bridge, …) |
assets/icons/ |
SVG icon library (Tabler / Lucide / custom sets). Strategist binds a set in Seven Confirmations item #6. |
assets/images/ |
Raster artwork — backgrounds, banners, dividers, demo logos. |
assets/layout-previews/ |
SVG thumbnails (1 per layout) used in Seven Confirmations item #2 |
assets/chart-previews/ |
SVG/PNG thumbnails (1 per chart recipe) used in Design Spec §5 |
Legacy / cross-skill references
| Reference | When to Read |
|---|---|
references/tone-catalog.md |
Tone catalog — 12 named tones with typography, palette, density, gridline, border, signature, and iconography downstream choices. Remixing rules. Default tone by domain. |
references/signatures.md |
Signature gallery — 15 named signatures (typographic, chromatic, structural, iconographic) with tone-coherence matrix. Authoring fresh signatures. |
references/accessibility.md |
Accessibility — WCAG 2.1/2.2 checklist, 4 alt-text templates, keyboard nav reference, contrast formulas + worked examples, CVD guidance, PBI-specific a11y features, archetype priorities, 10-point testing checklist, DAX-driven alt text |
references/anti-patterns.md |
Anti-patterns — 6 clusters (visual noise, misleading encoding, cognitive overload, color misuse, interactivity theater, archetype mismatch) + LLM-specific failure modes + severity model |
references/visual-cookbook.md |
Visual cookbook — per-visual-type formatting rules, theme-vs-per-visual boundaries (what cascades from theme vs what must be instance-scoped) |
references/chart-selection-guide.md |
Deciding WHICH chart type to use — decision matrix, hard rules (why bar beats pie) |
references/visual-vocabulary.md |
Intent-first catalog: 9 data-relationship categories × ~70 charts (FT Visual Vocabulary / Gramener edition) mapped to Power BI visualTypes |
references/visual-design-principles.md |
Pre-attentive attributes, Gestalt principles, color theory, typography, narrative structure, Kirk's 5-layer design process, accessibility design (alt text, tab order, markers, contrast, checklist) |
references/page-layout-templates.md |
Starting layouts: Overview, Detail, Drillthrough, Tooltip, Grid, Sidebar, Scorecard, Tab-Nav |
references/domain-report-structures.md |
Industry page sets: Sales, Manufacturing, Financial, Supply Chain, Retail, Healthcare, Technology |
references/theme-colors.md |
Theme architecture, semantic colors, industry palettes, custom theme JSON patterns, colorblind-safe alternatives |
../power-bi-report-authoring/references/common-patterns.md |
Reusable components: KPI rows, slicer panels, background shapes, page navigator, visual interactions, TOP N chart (shared with pbip-report) |
references/navigation-patterns.md |
Navigation buttons, bookmark tabs, back button, reset filters, hub-and-spoke, breadcrumbs, page navigator |
references/slicer-filter-patterns.md |
Decision guide for filter scope, slicer type selection, sync groups, cross-filter vs. highlight, default state, filter-vs-drillthrough, pane visibility, RLS interaction |
references/slicer-patterns/ |
Recipe cookbook — 14 slicer/filter composition recipes (ASCII mockup + slots + property snippet + defaults + anti-patterns) in 7 families: date, category, numeric, search, architecture, governance, parameter. Index: slicer-patterns/slicer-patterns-index.json |
../power-bi-report-authoring/references/mobile-layout.md |
Mobile design rules, auto-create, minimum visual sizes, formatting, slicer behavior, limitations |
../power-bi-report-authoring/references/themes/*.json |
Ready-to-use custom theme files (8 industries) — canonical source |
Design Workflow (Summary)
The full workflow is driven by the Strategist role (references/strategist.md).
Each step below links to the detailed reference — load the reference, don't re-derive.
| Step | Action | Primary Reference |
|---|---|---|
| 1. Audience & Purpose | Five-question intake (WHO, WHAT, BIG IDEA, ACTION, STYLE) + tone selection | references/strategist.md Step 1 + references/visual-design-principles.md + references/tone-catalog.md + references/signatures.md |
| 2. Page Structure | Select pages by domain + page type | references/domain-report-structures.md + references/page-layout-templates.md |
| 3. Chart Selection | Start from analytical task → pick chart → pick recipe | references/chart-selection-guide.md + references/visual-vocabulary.md + references/visual-cookbook.md |
| 4. Layout & Positioning | Kirk's 5-layer process; Z/F-pattern; canvas 1664×936 | references/visual-design-principles.md + references/layouts/ |
| 5. Theme & Colors | Brand or industry palette; 60/30/10 rule; 4.5:1 contrast | references/theme-colors.md + references/shared-standards.md §3 + references/accessibility.md |
| 6. Navigation & Filters | Pattern selection + slicer recipe binding | references/navigation-patterns.md + references/slicer-filter-patterns.md + references/slicer-patterns/ |
| 7. Mobile Layout | Auto-create as starting point; refine for touch/single-column | ../power-bi-report-authoring/references/mobile-layout.md |
| 8. Produce Design Spec | Fill all 11 sections of the contract template | references/design-spec-reference.md |
Hard rules (no pie>5, no 3D, no rainbow, max visuals/page) are defined authoritatively in
references/shared-standards.md§1. All roles load that file first. Anti-patterns are cataloged inreferences/anti-patterns.mdwith severity ratings.
Related Skills
| Skill | Relationship | When |
|---|---|---|
power-bi-report-authoring |
Downstream (Phase 4b) | Design Spec is consumed to generate PBIR JSON files |
power-bi-dax-development |
Upstream (Phase 3) | Measure catalog provides data bindings for visuals |
power-bi-business-analysis |
Upstream (Phase 1) | Page plan, audience, KPIs, and domain from requirements |
power-bi-performance-troubleshooting |
Cross-cutting | Report-level optimization (visual count, slicer design, query reduction) |
power-bi-feedback-iteration |
Loop-back | Chart/layout redesign feedback routes through this skill |
Phase-Driven Workflow (agent-aligned)
The seven-step workflow above is the classic, skill-internal flow. When invoked
from the power-bi-developer agent, follow the role-based phase gates instead:
| Agent Phase | Role to load | Output |
|---|---|---|
| 4a Design Strategy | references/strategist.md + shared-standards.md + layouts/chart-templates indexes |
Filled design-spec-reference.md |
| 4a.5 Seven Confirmations (Plan-mode Q&A, non-blocking) | (no role file — vscode_askQuestions panel with recommended defaults; single-message summary as fallback) |
Recorded user decision on Canvas / Pages / Audience / Style / Palette / Iconography / Navigation (accepted defaults or inline edits) |
| 4b Generation | references/executor-base.md + one of executor-executive.md / executor-analytical.md / executor-operational.md |
PBIR files (Pass 1 Layout → Pass 2 Narrative) |
| 4c Polish & Design QA | references/polisher.md |
finalize_pbir.py → design_quality_check.py → validate_report.py → evidence package |
Phase 4a.5 is a non-blocking Plan-mode review: a single vscode_askQuestions
call presents the seven decisions with the Strategist's recommended defaults,
and the user can accept the whole panel in one click or via a chat reply of
"proceed" / "go" / "looks good". Inline edits update only the changed
items; a full redesign loops back to 4a. Do NOT run 4b without a Design Spec,
and every 4b regeneration MUST be followed by 4c.