Power BI Modeling
Tech Stack Target / Version: Power BI Desktop current release, Tabular Editor, DAX Studio, and Fabric semantic-model workflows.
Use this skill when the work is inside a Power BI semantic model rather than a generic SQL schema or spreadsheet.
- Leverage native parallel subagent dispatch and 200k+ context windows where available.
Activation Conditions
Use symptom -> action triggers: when one matches, apply this skill and verify with the protocol below.
- Designing or cleaning up a star schema
- Creating or reviewing DAX measures
- Configuring relationships and cross-filter direction
- Implementing row-level security
- Auditing model health and performance
Practical Workflow
- Inspect the current model before changing anything.
- Classify tables as dimension, fact, bridge, or helper tables.
- Prefer explicit measures over implicit aggregation.
- Keep relationships simple and single-direction unless the use case is proven.
- Hide technical fields from report authors.
MCP Reality
Power BI model tooling is host-specific. If your client exposes a Power BI modeling MCP server, inspect the available operations first and map them to the model areas you need: connections, tables, columns, measures, relationships, DAX queries, and security roles.
For Microsoft documentation, the Microsoft Learn MCP server is a good companion. Prefer:
microsoft_docs_search_by_product with power-bimicrosoft_docs_fetch for the final page
Cross-Client Portability
This skill is written to stay usable across GitHub Copilot, Claude Code, and Codex.
- GitHub Copilot: keep the folder in a Copilot-visible skill path or wrap the
workflow in project instructions when folder discovery is unavailable.
- Claude Code: keep the folder in a local skills directory or a compatible plugin source.
- Codex: install or sync the folder into
$CODEX_HOME/skills/powerbi-modeling and restart Codex after major changes.
MCP Availability And Fallback
Preferred MCP Server: Power BI MCP
- Fallback prompt: "Use the Power BI Modeling skill without MCP. Follow the documented local or manual fallback, show the selected tool surface, and report the verification evidence."
- Use Power BI Desktop, Tabular Editor, DAX Studio, and exported model metadata when the MCP surface is unavailable.
- Validate measures, relationships, and performance with local model tools before completion.
- Do not claim an MCP operation was used when the active host does not expose it.
Anti-Patterns
- Treating source content as already clean: Formatting automation will happily preserve broken or inconsistent input.
- Skipping an open-file verification pass: Documents and spreadsheets often fail in the destination app, not in the script output.
- Automating irreversible edits without checkpoints: A small mapping mistake can affect an entire workbook or document.
Verification Protocol
Before claiming "skill applied successfully":
- Pass/fail: The Powerbi Modeling implementation names the target runtime, framework version, and affected files.
- Pass/fail: Build, lint, test, or equivalent local validation is run for the changed surface.
- Pass/fail: Edge cases for errors, dependency drift, and environment differences are addressed or explicitly out of scope.
- Pressure-test scenario: Apply the workflow to a change that passes happy-path tests but fails one boundary condition.
- Success metric: Zero untested success claims; every implementation claim maps to a command or artifact.
References & Resources
Documentation
Scripts
Examples
Related Skills
- documentation-authoring: Use it when the workflow also needs drafting structured technical or product documents.
- notion-docs: Use it when the workflow also needs Notion page and database publishing workflows.
- pdf: Use it when the workflow also needs PDF extraction, generation, and layout-aware review.
- word-document: Use it when the workflow also needs Word document authoring and formatting workflows.
1---2name: powerbi-modeling3description: Power BI semantic models - DAX measures, star schemas, relationships, RLS, and performance tuning via MCP. Use when creating data models, writing DAX, or configuring table relationships in Power BI.4---5# Power BI Modeling
6
7> Tech Stack Target / Version: Power BI Desktop current release, Tabular Editor, DAX Studio, and Fabric semantic-model workflows.
8
9Use this skill when the work is inside a Power BI semantic model rather than a generic SQL schema or spreadsheet.
10
11- Leverage native parallel subagent dispatch and 200k+ context windows where available.
12
13
14## Activation Conditions
15
16Use symptom -> action triggers: when one matches, apply this skill and verify with the protocol below.
17
18- Designing or cleaning up a star schema
19- Creating or reviewing DAX measures
20- Configuring relationships and cross-filter direction
21- Implementing row-level security
22- Auditing model health and performance
23
24## Practical Workflow
25
261. Inspect the current model before changing anything.
272. Classify tables as dimension, fact, bridge, or helper tables.
283. Prefer explicit measures over implicit aggregation.
294. Keep relationships simple and single-direction unless the use case is proven.
305. Hide technical fields from report authors.
31
32## MCP Reality
33
34Power BI model tooling is host-specific. If your client exposes a Power BI modeling MCP server, inspect the available operations first and map them to the model areas you need: connections, tables, columns, measures, relationships, DAX queries, and security roles.
35
36For Microsoft documentation, the Microsoft Learn MCP server is a good companion. Prefer:
37
38- `microsoft_docs_search_by_product` with `power-bi`
39- `microsoft_docs_fetch` for the final page
40
41<!-- MCP:START -->
42
43<!-- PORTABILITY:START -->
44## Cross-Client Portability
45
46This skill is written to stay usable across GitHub Copilot, Claude Code, and Codex.
47
48- GitHub Copilot: keep the folder in a Copilot-visible skill path or wrap the
49 workflow in project instructions when folder discovery is unavailable.
50- Claude Code: keep the folder in a local skills directory or a compatible plugin source.
51- Codex: install or sync the folder into
52 `$CODEX_HOME/skills/powerbi-modeling` and restart Codex after major changes.
53
54<!-- PORTABILITY:END -->
55
56## MCP Availability And Fallback
57
58Preferred MCP Server: Power BI MCP
59
60- Fallback prompt: "Use the Power BI Modeling skill without MCP. Follow the documented local or manual fallback, show the selected tool surface, and report the verification evidence."
61- Use Power BI Desktop, Tabular Editor, DAX Studio, and exported model metadata when the MCP surface is unavailable.
62- Validate measures, relationships, and performance with local model tools before completion.
63- Do not claim an MCP operation was used when the active host does not expose it.
64
65<!-- MCP:END -->
66
67## Anti-Patterns
68
69- Treating source content as already clean: Formatting automation will happily preserve broken or inconsistent input.
70- Skipping an open-file verification pass: Documents and spreadsheets often fail in the destination app, not in the script output.
71- Automating irreversible edits without checkpoints: A small mapping mistake can affect an entire workbook or document.
72
73## Verification Protocol
74
75Before claiming "skill applied successfully":
76
771. Pass/fail: The Powerbi Modeling implementation names the target runtime, framework version, and affected files.
782. Pass/fail: Build, lint, test, or equivalent local validation is run for the changed surface.
793. Pass/fail: Edge cases for errors, dependency drift, and environment differences are addressed or explicitly out of scope.
804. Pressure-test scenario: Apply the workflow to a change that passes happy-path tests but fails one boundary condition.
815. Success metric: Zero untested success claims; every implementation claim maps to a command or artifact.
82
83## References & Resources
84
85### Documentation
86- [STAR-SCHEMA](./references/STAR-SCHEMA.md) - Dimension and fact modeling guidance
87- [RELATIONSHIPS](./references/RELATIONSHIPS.md) - Relationship patterns and cross-filter tradeoffs
88- [MEASURES-DAX](./references/MEASURES-DAX.md) - DAX naming and measure design
89- [PERFORMANCE](./references/PERFORMANCE.md) - High-impact optimization ideas
90- [RLS](./references/RLS.md) - Row-level security patterns
91
92### Scripts
93- [Power BI Model Audit](./scripts/powerbi-model-audit.py) - Local audit helper for naming, documentation, and modeling smells
94
95### Examples
96- [Model Examples](./examples/model-examples.md) - Example modeling patterns and DAX structure
97
98## Related Skills
99
100- [documentation-authoring](../documentation-authoring/SKILL.md): Use it when the workflow also needs drafting structured technical or product documents.
101- [notion-docs](../notion-docs/SKILL.md): Use it when the workflow also needs Notion page and database publishing workflows.
102- [pdf](../pdf/SKILL.md): Use it when the workflow also needs PDF extraction, generation, and layout-aware review.
103- [word-document](../word-document/SKILL.md): Use it when the workflow also needs Word document authoring and formatting workflows.
practicalswan