Powerbi Audit

Power BI Audit

Use this when the task is to audit a local Power BI project in the current working directory. The audit covers model structure, relationships, naming, performance, security, DAX quality, metadata, and hidden-field anti-patterns.

Scope

• Audit the local PBIP or TMDL project only.
• Ignore Power BI Service-only concerns unless they are represented in local files.
• Work autonomously from the available files; ask questions only if the local project is missing or unreadable.

Startup

1. Ensure AUDIT-TODO.md exists in the current working directory. If it does not, copy assets/AUDIT-TODO.md before starting.
2. Read AUDIT-TODO.md and AUDIT-REPORT.md if present.
3. Treat checked [x] items as completed work from a previous run.
4. Resume from the first unchecked [ ] item without redoing completed phases.

Load References

• Load references/workflow.md for audit sequencing, inventory scope, report structure, and incremental write rules.
• Load references/rule-catalog-core.md for Structure, Modeling, Performance, and Security rules.
• Load references/rule-catalog-quality.md for DAX Quality, Metadata, Anti-Patterns, and scoring.
• If the audit turns into a code fix, also load the sibling powerbi skill and only the narrow references needed for the affected artifact.

Non-Negotiable Rules

• Read every relevant local project file methodically; do not sample.
• Ground every finding in observed evidence. Quote or point to the file content that triggered the finding.
• If a rule is not applicable, state that briefly and still mark it complete.
• Update AUDIT-TODO.md incrementally after each completed phase or domain.
• Write AUDIT-REPORT.md incrementally. Do not wait until the end to save findings.
• Preserve existing report content on resume and append or insert only the missing sections.

Finding Format

For each finding, record:

• Rule ID
• Severity 1-5
• Domain
• Object(s) affected
• Evidence
• Impact
• Recommendation

If a domain has no findings, write No issues detected.

Audit Flow

1. Build the inventory of model, report, theme, image, and custom-visual artifacts.
2. Evaluate each rule across the seven domains.
3. Append domain findings to AUDIT-REPORT.md as each domain completes.
4. Compute weighted results and letter grade after all applicable rules are evaluated.
5. Finish the report with the executive summary, score card, consolidated findings table, priority action plan, and confidence or gap notes.
6. End with a brief user-facing confirmation that includes the grade and top risks.

Deliverables

• AUDIT-TODO.md kept current throughout the audit
• AUDIT-REPORT.md written progressively and complete at handoff

References

• references/workflow.md
• references/rule-catalog-core.md
• references/rule-catalog-quality.md
• assets/AUDIT-TODO.md