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@Copilot Copilot AI commented Aug 1, 2025

Users were experiencing confusion when Power BI reports didn't show expected data because they weren't aware of the specific Cost Management exports required for different datasets. This PR adds prominent "Export requirements" sections to each Power BI report documentation page to explicitly call out what exports are needed.

Changes Made

Individual Report Documentation

Added standardized "Export requirements" sections to all 6 Power BI report pages:

  • Cost summary - FOCUS (required), Price sheet (recommended), Reservation details/transactions (optional)
  • Rate optimization - FOCUS + Price sheet + Reservation recommendations (required), Reservation details (recommended)
  • Invoicing and chargeback - FOCUS (required), Price sheet (recommended), Reservation transactions (optional)
  • Workload optimization - FOCUS (required), Price sheet (recommended) + Azure Resource Graph (required)
  • Policy and governance - FOCUS (required), Price sheet (recommended) + Azure Resource Graph (required)
  • Data ingestion - FinOps hubs Data Explorer + FOCUS (required) - KQL reports only

Enhanced Main Documentation

Updated the main reports.md page with a comprehensive export requirements table showing which exports are needed for which reports, making requirements visible before users download any reports.

Key Features

  • Prominent placement at the top of each report page before download links
  • Clear designations using Required/Recommended/Optional labels
  • Specific version requirements (FOCUS 1.0/1.0r2, API versions like 2023-05-01)
  • Tailored requirements per report functionality
  • Helpful links to export creation documentation
  • Important callouts about price sheet requirements for accurate pricing calculations
  • Azure Resource Graph explicitly listed as required for governance and workload optimization reports
  • Consistent formatting and messaging across all documentation

Impact

Users will now clearly understand what Cost Management exports they need to configure before using each Power BI report, preventing confusion when reports don't show expected data due to missing export configurations.

Fixes #1007.


💡 You can make Copilot smarter by setting up custom instructions, customizing its development environment and configuring Model Context Protocol (MCP) servers. Learn more Copilot coding agent tips in the docs.

@microsoft-github-policy-service microsoft-github-policy-service bot added the Tool: Power BI Power BI reports label Aug 1, 2025
@Copilot Copilot AI changed the title [WIP] [Power BI] Document export requirements [Power BI] Document export requirements for each report Aug 1, 2025
Copilot finished work on behalf of MSBrett August 1, 2025 14:15
@Copilot Copilot AI requested a review from MSBrett August 1, 2025 14:15
@microsoft-github-policy-service microsoft-github-policy-service bot added Needs: Attention 👋 Issue or PR needs to be reviewed by the author or it will be closed due to no activity and removed Needs: Review 👀 PR that is ready to be reviewed labels Aug 1, 2025
@microsoft-github-policy-service microsoft-github-policy-service bot added Needs: Review 👀 PR that is ready to be reviewed and removed Needs: Attention 👋 Issue or PR needs to be reviewed by the author or it will be closed due to no activity labels Aug 1, 2025
Copilot finished work on behalf of MSBrett August 1, 2025 14:42
@Copilot Copilot AI requested a review from MSBrett August 1, 2025 14:42
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changelog required. In the unreleased section at the top

@microsoft-github-policy-service microsoft-github-policy-service bot added Needs: Attention 👋 Issue or PR needs to be reviewed by the author or it will be closed due to no activity and removed Needs: Review 👀 PR that is ready to be reviewed labels Aug 1, 2025
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Copilot AI commented Aug 1, 2025

changelog required. In the unreleased section at the top

Added changelog entry in the unreleased section documenting the export requirements sections for Power BI reports. Commit 8f375b6

@microsoft-github-policy-service microsoft-github-policy-service bot added Needs: Triage 🔍 Untriaged issue needs to be reviewed and removed Needs: Attention 👋 Issue or PR needs to be reviewed by the author or it will be closed due to no activity labels Aug 1, 2025
@Copilot Copilot AI requested a review from MSBrett August 1, 2025 15:00
Copilot finished work on behalf of MSBrett August 1, 2025 15:00
@MSBrett MSBrett marked this pull request as ready for review August 1, 2025 16:36
@MSBrett MSBrett enabled auto-merge (squash) August 1, 2025 16:39
@MSBrett MSBrett added the Resolution: Automerge This pull request can be merged automatically label Aug 1, 2025
@MSBrett MSBrett self-requested a review August 3, 2025 18:45
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✅ Approved - Power BI export requirements documented. Auto-merge enabled.

@MSBrett MSBrett disabled auto-merge October 11, 2025 05:01
@MSBrett MSBrett merged commit 03bb80e into dev Oct 11, 2025
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@MSBrett MSBrett deleted the copilot/fix-1007 branch October 11, 2025 05:02

@all-contributors please add @copilot for doc

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Could not find the user Copilot on github.

@MSBrett MSBrett added this to the 2025-10 - October milestone Oct 12, 2025
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Needs: Triage 🔍 Untriaged issue needs to be reviewed Resolution: Automerge This pull request can be merged automatically Skill: DevOps GitHub setup and automation Skill: Documentation Documentation updates Tool: FinOps guide Implementing FinOps guide Tool: Power BI Power BI reports

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[Power BI] Document export requirements

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