InsightfulAnalytics

@insightfulanalytics source repo

44 skills
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5 hours ago last updated

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Audit Tenant Settings · insightfulanalytics bundle
Automatically invoke this skill whenever the user asks about Fabric tenant settings or Power BI tenant settings or auditing tenant settings. You can use this skill if the user mentions "Fabric administration".

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Paginated Report · insightfulanalytics bundle
Author, validate, publish, and test Power BI paginated reports in the RDL format. Automatically invoke when the user mentions "paginated report", "RDL", ".rdl", "Report Builder", "Power BI Report Builder", "SSRS report", "PBIRS", "Power BI Report Server", or asks to "create a paginated report", "build an invoice/statement report", "make a print-perfect report", "connect a paginated report to a semantic model", "edit an RDL file", "publish an .rdl", or "render a paginated report to PDF/Excel".

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Powerbi Custom Visuals · insightfulanalytics bundle
Power BI custom visual (.pbiviz) development with the pbiviz toolchain and its MCP server. Automatically invoke when the user mentions "custom visual", "pbiviz", "develop a Power BI visual", "powerbi-visuals-tools", "IVisual", "capabilities.json", "visual formatting model", "visual certification", "publish a visual to AppSource", or asks to scaffold, build, debug, package, certify, or publish a .pbiviz developer visual.

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Refresh Semantic Model · insightfulanalytics bundle
Automatically invoke this skill whenever the user asks to refresh a semantic model or a dataset. Can also be used to manage, optimize, troubleshoot, or configure a refresh or a refresh schedule.

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Migrating Fabric Trial Capacities · insightfulanalytics
Migrate Power BI / Fabric workspaces from trial capacity to a production capacity using the Fabric CLI (fab). Use when the user asks to move workspaces off a trial capacity, migrate trial workspaces, or reassign workspace capacity in bulk.

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Standardize Naming Conventions · insightfulanalytics bundle
Interactive naming convention standardization for TMDL-based Power BI semantic models. Automatically invoke when the user asks to "standardize naming conventions", "fix naming conventions", "clean up model names", "apply naming standards", "audit naming", "make names human readable", "rename fields", "fix abbreviations in model", or mentions renaming measures, columns, or tables for consistency across a model.

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Review Report · insightfulanalytics bundle
Actionable feedback on the quality, usage, and effectiveness of Power BI reports. Automatically invoke when the user asks to "review a report", "audit a report", "report usage analysis", "report health check", "find unused reports", "check if a report is being used", "assess report performance", "evaluate report quality".

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Te CLI · insightfulanalytics bundle
Expert guidance for the cross-platform Tabular Editor CLI (the `te` binary, currently in preview) that manages Power BI / Analysis Services semantic models from the terminal on macOS, Linux, and Windows. Use when the user mentions the `te` CLI or "Tabular Editor CLI" (not the "2"), or runs a `te <command>` to scaffold, inspect, edit, validate, run BPA on, query, deploy, refresh, test, or migrate a semantic model. Not for the legacy Windows-only `TabularEditor.exe` (TE2).

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Pbi Plan · insightfulanalytics bundle
Plan a multi-session Power BI report or model build as a numbered ticket map with an HTML plan board. Use when the user asks to plan a build, map out a report, or resume a build that spans more than one session. User-invoked only, via /pbi-plan.

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Pbir CLI · insightfulanalytics bundle
This skill should be used whenever the user mentions "pbir", "pbir-cli", "Power BI reports", or "PBI reports", works with .pbir, .pbip, or .pbix files, or wants to refresh, screenshot, or visually verify a report that is open in Power BI Desktop. Covers creating, exploring, formatting, validating, and publishing Power BI reports through the pbir CLI and object model, plus driving Power BI Desktop (canvas reload, page screenshots) and querying connected or local semantic models.

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Power Query · insightfulanalytics bundle
Author, validate, and test Power Query M expressions in semantic model partitions. Automatically invoke when the user mentions "Power Query", "M code", "M expression", "partition expression", "query folding", or asks to "write Power Query", "fix Power Query", "test a partition", "preview partition data", "debug Power Query step", "optimize Power Query".

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Deneb Visuals · insightfulanalytics bundle
Deneb visual creation, Vega/Vega-Lite spec authoring, and Deneb best practices for PBIR reports. Automatically invoke whenever the user mentions "Deneb" in any context, or asks about Vega/Vega-Lite specs in Power BI, Deneb cross-filtering, Deneb interactivity, pbiColor theme integration, Deneb field name escaping, or Deneb rendering issues.

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Modifying Theme JSON · insightfulanalytics bundle
Design, enforce, audit, and validate Power BI report themes. This skill MUST be invoked when a report uses the default or built-in theme, has a minimal custom theme (few or no visualStyles), or has accumulated many visual-level formatting overrides (objects/visualContainerObjects in visual.json); these are signs the theme needs attention. Also automatically invoke when the user asks to "create a theme", "design a theme", "enforce theme compliance", "audit theme adherence", "push formatting to theme", "clear visual overrides", "standardize report formatting", "update theme colors", "change theme typography", "set theme text classes", "validate a theme", "add visual-type overrides to the theme", "copy a theme", "download a theme", "apply a template", or mentions theme design, enforcement, compliance, or visual formatting inconsistency.

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Dax Standard · insightfulanalytics bundle
The house style for authoring DAX measures — build the rows the calculation needs into a table variable, then aggregate over it with an X-function, composing the steps with VARs so every measure reads top-to-bottom and can be debugged step by step. Covers measure formatting (dynamic format strings + user-defined functions), the time-intelligence exception, and worked recipes. Invoke when asked to "write a measure", "how do I write DAX for…", "rewrite this measure", "make this DAX readable/easier to debug", "the DAX pattern", "format a measure", "dynamic format string", "number formatting", or for a recipe (time intelligence, customer/HR/finance/operations KPIs, geospatial, streaks, fuzzy matching, SVG). For tuning a measure that is measurably slow, or reading server timings, use `semantic-models:dax-optimisation` instead.

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Model Change · insightfulanalytics
The end-to-end pipeline for changing a semantic model in a local PBIP — confirm the field exists, author, land it in TMDL, validate offline, then prove it against real data. Invoke on "change the model", "add a measure", "add a column", "fix the model", "the number is wrong", "this measure is wrong", "add a relationship", "set up RLS", "add a calculation group", "add a date table", "rename a field", "the model won't open", or any request that ends with a .tmdl file changing. Sequences connect-pbid, power-query, date-table, semantic-model, dax-standard, tmdl, dax-optimisation and refresh-semantic-model, and carries the Desktop-breaking gotchas that a single-skill route misses.

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Python Visuals · insightfulanalytics bundle
Python visual creation and matplotlib/seaborn patterns for PBIR reports. Automatically invoke when the user mentions "Python visual", "matplotlib in Power BI", "seaborn in Power BI", "pythonVisual", or asks to "create a Python visual", "add a matplotlib chart", "write a Python visual script".

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Suggest Rule · insightfulanalytics
Suggest BPA rules based on a description or model analysis. Use when creating new Best Practice Analyzer rules for Tabular Editor, or when the user asks to generate, draft, or propose a BPA rule.

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Audit Context · insightfulanalytics
Review project context and agent configuration files (AGENTS.md, CLAUDE.md, memory files, skills, and others) to provide feedback and identify opportunities for improvement. Use when the user asks to audit, review, or improve their agent context, instructions, or memory files.

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Executing Spark · insightfulanalytics bundle
Execute arbitrary Python or PySpark code on Fabric Spark compute without creating a notebook artifact; ephemeral Livy sessions with full Delta table access. Automatically invoke when the user asks to "run PySpark in Fabric", "create a Livy session", "execute Python on Fabric compute", "run Spark without a notebook", "submit code to Fabric", "ephemeral Spark execution", "run ETL in Fabric".

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Fabric CLI · insightfulanalytics bundle
Expert guidance for using the Fabric CLI (`fab`) to fully interact with Fabric workspaces, items, and configuration. Automatically invoke this skill whenever the user mentions "Fabric" or "Power BI Service" or a "Fabric/Power BI workspace".

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Desktop Screen Capture · insightfulanalytics bundle
Screenshot what is actually on a Windows screen, the whole virtual desktop or one window located by title, and save a PNG the agent can Read. Use whenever you need to SEE a GUI, such as Power BI Desktop, a dialog, a driver or display symptom, or a browser. Use especially when `pbir desktop screenshot` or the connect-pbid Desktop Bridge is unavailable because the "Enable external tool access to Power BI Desktop through secure local APIs" preview is off. Triggers include "what's on screen", "screenshot Power BI", "look at my screen", "can you see the dialog", "screenshot that window".

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Semantic Model · insightfulanalytics bundle
This skill should be used whenever the user mentions a "semantic model", "data model", or "dataset", or asks to "build", "model", "design", "optimize", "review", or "audit" one, or to "add a measure", "add a relationship", "create a role" / "set up RLS", "add a calculation group", "set up incremental refresh", "fix a star schema", "reduce model size", "prepare a model for Copilot / AI", or "check model quality". Covers the full lifecycle (design, build, refresh, review) and drives every operation through the `te` CLI first, then TOM (connect-pbid) or a model MCP, then TMDL authoring (the tmdl skill). Not for report visuals (use pbir-cli) or isolated DAX query tuning (use the dax skill).

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Performant Matrix · insightfulanalytics bundle
Diagnose a slow financial matrix before fixing it: separate row-dispatch cost from the per-cell format-string and conditional-formatting tax, then choose with the user between a bridge-table model fix, a native restructure, or a Deneb grid. Use whenever a P&L or financial matrix is slow or unrenderable ("the matrix takes 10 seconds", "slow P&L visual", "my SWITCH dispatch measure is slow", "calculation group on rows is slow", "Performance Analyzer is much higher than the DAX time", "the matrix errors in the Service"). Deneb is one of three outcomes, never the assumed one. Vega spec authoring lives in custom-visuals:deneb-visuals and spec round-tripping in custom-visuals:deneb-pbir.

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Dax Optimisation · insightfulanalytics bundle
DAX performance optimization for semantic models. Automatically invoke when the user asks to "optimize DAX", "fix slow DAX", "DAX performance", "tune a measure", "debug a measure", "DAX anti-patterns", or mentions slow queries, server timings, or a visual that is slower than its DAX query.

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Lineage Analysis · insightfulanalytics bundle
Trace relationships between semantic models and downstream reports across Fabric workspaces. Automatically invoke when the user asks to "find downstream reports", "show report lineage", "impact analysis", "what depends on this dataset", "cross-workspace lineage", "which reports are connected", "get model dependencies", or mentions model-to-report dependency tracing.

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C Sharp Scripting · insightfulanalytics bundle
Writing and executing C# scripts and macros against Power BI semantic models using Tabular Editor 2/3. Automatically invoke when the user mentions "C# script", "Tabular Editor script", "TOM scripting", "MacroActions.json", "XMLA", or asks to "automate model changes", "bulk update measures", "create calculation groups", "write a macro", "format DAX expressions", "manage model metadata".

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Power Bi Theme · insightfulanalytics bundle
Browse, visually compare, and apply Power BI report themes. Use when the user wants to "pick a theme", "choose a Power BI theme", "see all my themes", "preview themes", "compare themes", "open the theme gallery", or "apply a theme to my report/PBIP". Generates a visual HTML gallery of every theme in the library (each rendered as a mock report) so the user can choose by sight, then delegates apply to reports:modifying-theme-json. This skill BROWSES/CHOOSES a preset theme; for editing/enforcing a theme on a live report use reports:modifying-theme-json.

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Te Docs · insightfulanalytics bundle
Tabular Editor documentation search and configuration file guidance (.tmuo, Preferences.json, UiPreferences.json, Layouts.json). Automatically invoke when the user asks about "TE docs", "Tabular Editor features", "TE3 preferences", ".tmuo files", "workspace database settings", "DAX editor settings", "per-model TE3 configuration", or needs to search Tabular Editor documentation for how-to guidance.

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Te2 CLI · insightfulanalytics bundle
CLI syntax reference for Tabular Editor 2 (TabularEditor.exe); deployment, scripting, BPA analysis, and CI/CD integration. Automatically invoke when the user mentions "TabularEditor.exe", TE2 CLI flags (-D, -S, -A, -B, -TMDL, -O, -C), or asks to "deploy a model via CLI", "set up CI/CD for Power BI", "automate model deployment", "run BPA from command line", "save model as TMDL".

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Pbi Verify Loop · insightfulanalytics bundle
Visually verify Power BI report edits against a running Power BI Desktop instance. Refresh the canvas from disk, wait until rendering is stable (no guessed sleeps), screenshot the page, and optionally diff against a mockup. Use after ANY edit to PBIR visual.json / pages / theme when Desktop is open, and whenever the user asks to "check the report", "verify the change", "screenshot the page", or a mockup comparison is needed. Replaces hand-rolled refresh + Start-Sleep + screenshot loops.

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R Visuals · insightfulanalytics bundle
R visual creation and ggplot2 patterns for PBIR reports. Automatically invoke when the user mentions "R visual", "ggplot2", "ggplot in Power BI", or asks to "create an R visual", "add an R chart", "write an R visual script", "inject an R script into Power BI".

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Connect Pbid · insightfulanalytics bundle
TOM and ADOMD.NET guidance via PowerShell for connecting to Power BI Desktop's local Analysis Services instance. Covers model enumeration, DAX queries, metadata modification, annotations, calendar definitions, field parameters, query tracing, DAX library package management (daxlib.org), and the Desktop Bridge for reloading and screenshotting the report canvas. Automatically invoke when the user mentions "Power BI Desktop", "Analysis Services port", "TOM", "ADOMD", "daxlib", "DAX library", "DAX UDF package", or asks to "connect to PBI Desktop", "query PBI Desktop with DAX", "modify PBI Desktop model", "add a measure to PBI", "capture visual queries", "create a field parameter", "validate DAX", "intercept DAX queries", "install daxlib", "add DAX SVG", "add IBCS", "reload the report canvas", "screenshot a report page", "Desktop Bridge", or to work with the model and report in Power BI Desktop together.

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Pbip · insightfulanalytics bundle
Expert guidance for the Power BI Project (PBIP) file format; project structure, cross-cutting operations (renames, forking), and PBIX extraction/conversion. Automatically invoke when the user mentions PBIP, PBIX, .pbip/.pbism/.platform files, or asks about "PBIP project structure", "PBIP vs PBIX", "thin report vs thick report", "rename a table", "cascade rename", "fork a PBIP project", "convert pbix to pbip", "extract pbix", "what files are in a PBIP", "PBIP encoding", "definition.pbir", or discusses project-level file structure and post-rename verification.

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Tmdl · insightfulanalytics bundle
Direct TMDL file authoring and BIM-to-TMDL conversion for semantic models in PBIP projects. Automatically invoke when the user asks to "edit TMDL", "add a measure in TMDL", "TMDL syntax", "fix formatString", "fix summarizeBy", "TMDL indentation", "convert BIM to TMDL", "add a column description", "create a calculated column in TMDL", or mentions .tmdl file editing or BIM-to-TMDL migration.

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Claude Design Handoff · insightfulanalytics bundle
Import and implement a Claude Design handoff (an api.anthropic.com/v1/design/... URL, a claude.ai/design link, or a design ZIP) into a Fabric App or Power BI report, and author the reverse handoff brief back to Claude Design. Use whenever the user pastes a design URL, says "fetch this design file and implement", "import the design", mentions a Claude Design handoff/mockup, or asks for a design brief for Claude Design. Encodes the extraction, delta-application, and cleanup rules that repeatedly went wrong when done ad hoc.

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Using Duckdb · insightfulanalytics bundle
Query Fabric lakehouse and warehouse data using DuckDB, either locally or inside a Fabric notebook. Automatically invoke when the user mentions "DuckDB", "query Delta tables locally", or asks to "attach DuckDB to a lakehouse", "query OneLake data", "explore lakehouse data", "data freshness check", "validate data quality", "use DuckDB in Fabric".

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Pbir Format · insightfulanalytics bundle
Format reference for Power BI Enhanced Report (PBIR) JSON schemas and patterns. Automatically invoke on any PBIR metadata format question (visual.json properties, extension measures, themes, page structure) and on the symptoms hand-authored PBIR produces, a formatting change that did nothing, a visual that renders empty or shows only its first column, an Issues were found dialog, or Missing_References after publishing.

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Bpa Rules · insightfulanalytics bundle
Interactive BPA rule generation for Power BI semantic models; guided discovery, model investigation, and expert rule authoring. Automatically invoke when the user mentions "BPA rule", "Best Practice Analyzer", or asks to "create a BPA rule", "audit BPA rules", "recommend BPA rules", "set up BPA for my team", "check model for best practices", "validate BPA rules", "improve a BPA expression".

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Deneb Pbir · insightfulanalytics bundle
Round-trip TOOLING for Deneb specs in PBIR. Extract/embed the Vega/Vega-Lite spec in visual.json and offline-render it (Vega→PNG/SVG) to verify without Power BI. Use whenever a task touches a Deneb visual's spec ("edit the Deneb visual", "change the Vega spec", "fix the Deneb chart", patching jsonSpec in visual.json), or when a Deneb spec needs rendering/verification without Power BI. Also audits a visual's Deneb build stamp, 2.0-only properties and container signal names, and migrates pbiContainer* / denebContainer references in place. Replaces the ad-hoc inline python patch scripts and per-session npm installs used previously. Spec authoring rules, theme colors, and interactivity live in the custom-visuals:deneb-visuals skill.

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Create Pbi Report · insightfulanalytics bundle
Step-by-step workflow for creating complete Power BI reports from scratch using pbir CLI. Covers model discovery, report creation, page layout, theme setup, visual placement, field binding, filtering, formatting, validation, and publishing. Automatically invoke when the user asks to "create a new report", "build a report from scratch", "make a dashboard", "set up a report with KPIs", "create an executive dashboard", "add pages and visuals to a new report".

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Pbi Report Design · insightfulanalytics bundle
The Power BI report design canon covering design identity, visual hierarchy and the 3-30-300 rule, layout/spacing/alignment, color discipline, chart selection, KPI and card design, tables and matrices, accessibility, and the closing design gate. The shared reference home for report design judgment, routed to by the create-pbi-report, pbir-cli, review-report, modifying-theme-json, and custom-visual skills. Load when committing a design identity or making a design, layout, color, chart-selection, or accessibility decision for a report.

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Workout Wednesday · insightfulanalytics
End-to-end pipeline for a Power BI Workout Wednesday challenge — from a pasted challenge link to a built PBIP report, visually verified against the original and published to a Fabric workspace. Use when the user pastes a workout-wednesday.com challenge link, says "this week's Workout Wednesday", "WW week N", or asks to build or publish a WW challenge solution.

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Svg Visuals · insightfulanalytics bundle
SVG generation via DAX measures and extension measures with ImageUrl data category for inline visualizations in PBIR reports. Automatically invoke when the user mentions "SVG visual", "DAX sparkline", "SVG measure", "inline graphics with DAX", "ImageUrl data category", "extension measure", or asks to create any DAX-generated chart (progress bars, bullet charts, KPI indicators, data bars, gauges, donut charts, lollipop charts, dumbbell charts, status pills, overlapping bars, boxplots, IBCS bars, jitter plots, box-and-whisker charts).

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Date Table · insightfulanalytics bundle
Drop a complete, ready-to-use date dimension into a PBIP semantic model -- an extended DimDate table (58 columns; calendar, ISO week, fiscal, and to-date flags) built by a bundled Power Query function, plus the "Dates Selected" DAX measure that renders the current date selection as a report title. Automatically invoke when the user asks to "add a date table", "add a calendar table", "create DimDate", "set up a date dimension", "add my standard date table", "mark as date table", "add a fiscal calendar", or wants a title measure showing the selected date period.

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44 published skills