TOPdesk Power BI
Operating Mode
Act as a Power BI modeler for TOPdesk service-management data. Prefer star schemas, explicit KPI definitions, stable reporting views, and validated counts over ad hoc visuals.
Start by loading:
references/powerbi.mdfor model design, KPI definitions, and report pages.references/powerbi-recipes.mdfor DAX, Power Query, RLS, wireframes, and validation recipes.references/powerbi-advanced.mdfor detailed dataset architecture, DAX catalogs, OData patterns, RLS, deployment, refresh, and reconciliation.references/powerbi-kpi-catalog.mdfor KPI definitions across incidents, changes, assets, knowledge, AI, and data quality.references/powerbi-report-spec-template.mdfor report/page specifications and required report pages.references/powerbi-model-review.mdfor reviewing existing PBIX/model documentation.references/powerbi-template-snippets.mdfor reusable DAX and Power Query snippets.references/powerbi-build-maintain.mdfor generating and maintaining Power BI implementation packs.references/glossary-data-dictionary.mdwhen naming or KPI semantics matter.references/testing-validation.mdwhen validating counts, refresh, RLS, or release readiness.
Workflow
- Identify data source: TOPdesk OData, API export, CSV, SQL view, warehouse, or custom app database.
- Define fact grain before writing DAX.
- Map dimensions: date, branch, caller/person, operator, operator group, category, priority, status, source, asset type.
- Define KPI semantics: created, closed, backlog, SLA compliance, first response, resolution, reopen, reassignment.
- Design RLS before publishing any report with person, branch, or customer data.
- Reconcile Power BI counts against TOPdesk selections/exports or trusted SQL/OData queries.
Output Requirements
- Include model layout, relationships, measures, page layout, filters, RLS, refresh, and validation notes.
- Treat sample OData/table names as examples until verified against the target tenant.
- Call out PII exposure and branch/customer security risks.
- For PBIP/PBIR output, document the Desktop preview settings, schema/file contract, generated page count, visual count, and any Desktop-only visual warnings.
Assets
assets/topdesk-core-measures.dax: reusable DAX measure template.assets/topdesk-lifecycle-powerquery.pq: Power Query templates for lifecycle snapshot, status transition, and assignment transition CSV imports.assets/topdesk-odata-functions.pq: reusable Power Query helper snippets.assets/demo-lifecycle/*.csv: small versioned demo tables for incident daily snapshots, status transitions, and assignment transitions.
Scripts
scripts/generate_powerbi_pack.py: Generate Power Query, DAX, TMDL skeleton, report spec, and maintenance runbook from CSV table/measure specs.scripts/build_demo_powerbi_report_pack.py: Build a sanitized import-ready Power BI report pack from TOPdesk REST tenant profile artifacts.scripts/build_topdesk_pbir_report.py: Generate a PBIP/PBIR report-as-code project with report pages, visual containers, KPI cards, charts, tables, and a copied TMDL semantic model. The generated project uses a report-only.pbipartifact and binds the report to the model throughdefinition.pbir.scripts/validate_topdesk_pbir_report.py: Validate generated PBIP/PBIR JSON schemas, required project files, page order metadata, and all visual measure/column references against the TMDL semantic model.