[Power BI] Document export requirements for each report

docs-mslearn/toolkit/changelog.md

@@ -39,6 +39,12 @@ The following section lists features and enhancements that are currently in deve
 
 - Cost Management export modules for subscriptions and resource groups.
 
+### [Power BI reports](power-bi/reports.md)
+
+- **Added**
+  - Added export requirements sections to all Power BI report documentation pages to clarify which Cost Management exports are needed for each report.
+  - Added Azure Resource Graph as an explicit requirement for governance and workload optimization reports.
+
 <br><a name="latest"></a>
 
 ## v13

docs-mslearn/toolkit/power-bi/cost-summary.md

@@ -34,6 +34,21 @@ This article contains images showing example data. Any price data is for test pu
 
 <br>
 
+## Export requirements
+
+Before using this report, you need to configure Cost Management exports to provide the necessary data. The following exports are required or recommended:
+
+| Dataset                     | Version          | Requirement | Notes                                                                                             |
+| --------------------------- | ---------------- | ----------- | ------------------------------------------------------------------------------------------------- |
+| Cost and usage (FOCUS)      | `1.0` or `1.0r2` | **Required** | Provides the primary cost and usage data for all report functionality.                          |
+| Price sheet                 | `2023-05-01`     | Recommended | Required to populate missing prices for EA and MCA accounts to show accurate cost calculations.  |
+| Reservation details         | `2023-03-01`     | Optional    | Provides additional reservation usage details if you use reservations.                          |
+| Reservation transactions    | `2023-05-01`     | Optional    | Provides reservation purchase and refund details if you use reservations.                       |
+
+For instructions on how to create these exports, see [Create and manage exports](/azure/cost-management-billing/costs/tutorial-improved-exports). If using FinOps hubs, these exports can be configured automatically.
+
+<br>
+
 ## Working with this report
 
 This report includes the following filters on each page:

docs-mslearn/toolkit/power-bi/data-ingestion.md

@@ -28,6 +28,21 @@ Power BI reports are provided as template (.PBIT) files. Template files are not
 
 <br>
 
+## Export requirements
+
+This report is specifically designed for **FinOps hubs** deployments and requires different data sources than other reports:
+
+| Data source                 | Requirement | Notes                                                                                             |
+| --------------------------- | ----------- | ------------------------------------------------------------------------------------------------- |
+| FinOps hubs Data Explorer   | **Required** | Provides ingestion monitoring data and hub cost analysis. Only available with KQL reports.      |
+| Cost and usage (FOCUS)      | **Required** | Provides cost data to analyze FinOps hubs infrastructure costs.                                 |
+
+This report is **only available for KQL reports** connecting to FinOps hubs with Azure Data Explorer. It cannot be used with storage reports or direct Cost Management exports.
+
+For instructions on how to deploy FinOps hubs, see [FinOps hubs overview](../hubs/finops-hubs-overview.md).
+
+<br>
+
 ## Get started
 
 The **Get started** page includes a basic introduction to the report with other links to learn more.

docs-mslearn/toolkit/power-bi/governance.md

@@ -41,6 +41,20 @@ Power BI reports are provided as template (.PBIT) files. Template files are not
 
 <br>
 
+## Export requirements
+
+Before using this report, you need to configure Cost Management exports to provide the necessary data. The following exports are required or recommended:
+
+| Dataset                     | Version          | Requirement | Notes                                                                                             |
+| --------------------------- | ---------------- | ----------- | ------------------------------------------------------------------------------------------------- |
+| Cost and usage (FOCUS)      | `1.0` or `1.0r2` | **Required** | Provides the primary cost and usage data for governance analysis.                               |
+| Price sheet                 | `2023-05-01`     | Recommended | Required to populate missing prices for EA and MCA accounts to show accurate cost calculations.  |
+| Azure Resource Graph        | Latest           | **Required** | Required to gather resource metadata and governance information for compliance analysis.        |
+
+For instructions on how to create Cost Management exports, see [Create and manage exports](/azure/cost-management-billing/costs/tutorial-improved-exports). If using FinOps hubs, these exports can be configured automatically.
+
+<br>
+
 ## Get started
 
 The **Get started** page includes a basic introduction to the report with links to learn more.

docs-mslearn/toolkit/power-bi/invoicing.md

@@ -30,6 +30,21 @@ This article contains images showing example data. Any price data is for test pu
 
 <br>
 
+## Export requirements
+
+Before using this report, you need to configure Cost Management exports to provide the necessary data. The following exports are required or recommended:
+
+| Dataset                     | Version          | Requirement | Notes                                                                                             |
+| --------------------------- | ---------------- | ----------- | ------------------------------------------------------------------------------------------------- |
+| Cost and usage (FOCUS)      | `1.0` or `1.0r2` | **Required** | Provides the primary cost and usage data for all report functionality.                          |
+| Price sheet                 | `2023-05-01`     | Recommended | Required to populate missing prices for EA and MCA accounts to show accurate billed costs.       |
+| Reservation details         | `2023-03-01`     | Optional    | Provides additional reservation usage details if you use reservations.                          |
+| Reservation transactions    | `2023-05-01`     | Optional    | Provides reservation purchase and refund details if you use reservations.                       |
+
+For instructions on how to create these exports, see [Create and manage exports](/azure/cost-management-billing/costs/tutorial-improved-exports). If using FinOps hubs, these exports can be configured automatically.
+
+<br>
+
 ## Working with this report
 
 This report includes the following filters on each page:

docs-mslearn/toolkit/power-bi/rate-optimization.md

@@ -37,6 +37,25 @@ Power BI reports are provided as template (.PBIT) files. Template files are not
 
 <br>
 
+## Export requirements
+
+Before using this report, you need to configure Cost Management exports to provide the necessary data. The following exports are required or recommended:
+
+| Dataset                     | Version          | Requirement | Notes                                                                                             |
+| --------------------------- | ---------------- | ----------- | ------------------------------------------------------------------------------------------------- |
+| Cost and usage (FOCUS)      | `1.0` or `1.0r2` | **Required** | Provides the primary cost and usage data for all report functionality.                          |
+| Price sheet                 | `2023-05-01`     | **Required** | Required to calculate accurate savings and show missing list and contracted prices.              |
+| Reservation details         | `2023-03-01`     | Recommended | Provides detailed reservation usage data for utilization analysis.                              |
+| Reservation recommendations | `2023-05-01`     | **Required** | Required to display reservation purchase recommendations in the Recommendations page.           |
+| Reservation transactions    | `2023-05-01`     | Optional    | Provides reservation purchase and refund details.                                               |
+
+For instructions on how to create these exports, see [Create and manage exports](/azure/cost-management-billing/costs/tutorial-improved-exports). If using FinOps hubs, these exports can be configured automatically.
+
+> [!IMPORTANT]
+> Microsoft Cost Management does not include the list and contracted prices for all accounts. To calculate accurate and complete savings, you will need to export prices. If using storage reports, enable the "Experimental: Populate Missing Prices" parameter in each report. If using KQL reports, missing prices will be populated automatically when prices are exported.
+
+<br>
+
 ## Working with this report
 
 This report includes the following filters on each page:

docs-mslearn/toolkit/power-bi/reports.md

@@ -87,13 +87,22 @@ Reports are provided as Power BI template (.pbit) files that do not include samp
 | Exports in storage (including FinOps hubs)         | [Storage reports](https://github.com/microsoft/finops-toolkit/releases/latest/download/PowerBI-storage.zip)                          | Not recommended when monitoring more than $2 million per month.                                          |
 | Cost Management connector                          | [Cost Management connector report](https://github.com/microsoft/finops-toolkit/releases/latest/download/CostManagementConnector.zip) | Not recommended when monitoring more than $1M in total cost or accounts that contain savings plan usage. |
 
-Configure FinOps hubs or Cost Management exports with KQL or storage reports. For FinOps hubs, refer to [Configure scopes](../hubs/configure-scopes.md). For Cost Management exports, refer to [How to create exports](/azure/cost-management-billing/costs/tutorial-improved-exports). Power BI reports use the following export types:
+Configure FinOps hubs or Cost Management exports with KQL or storage reports. For FinOps hubs, refer to [Configure scopes](../hubs/configure-scopes.md). For Cost Management exports, refer to [How to create exports](/azure/cost-management-billing/costs/tutorial-improved-exports).
 
-- Cost and usage (FOCUS) – Required for all reports.
-- Price sheet
-- Reservation details
-- Reservation recommendations – Required to see reservation recommendations in the Rate optimization report.
-- Reservation transactions
+### Export requirements
+
+**Before using any Power BI report**, you need to configure the appropriate Cost Management exports. Different reports require different datasets:
+
+| Dataset                     | Version          | Required for reports                                    | Notes                                                                                             |
+| --------------------------- | ---------------- | ------------------------------------------------------- | ------------------------------------------------------------------------------------------------- |
+| Cost and usage (FOCUS)      | `1.0` or `1.0r2` | **All reports**                                         | Primary cost and usage data. Required for all functionality.                                     |
+| Price sheet                 | `2023-05-01`     | All reports (recommended for accurate pricing)         | Required to populate missing prices for EA and MCA accounts.                                     |
+| Reservation details         | `2023-03-01`     | Rate optimization (recommended)                         | Provides detailed reservation usage data for utilization analysis.                              |
+| Reservation recommendations | `2023-05-01`     | **Rate optimization** (required for recommendations)   | Required to display reservation purchase recommendations.                                        |
+| Reservation transactions    | `2023-05-01`     | Rate optimization, Invoicing (optional)                | Provides reservation purchase and refund details.                                               |
+
+> [!IMPORTANT]
+> Each report documentation page includes specific export requirements. Review the "Export requirements" section on each report page before downloading to ensure you have the necessary data configured.
 
 For more information, see [How to setup Power BI](setup.md#set-up-your-first-report).
 

docs-mslearn/toolkit/power-bi/workload-optimization.md

@@ -35,6 +35,20 @@ Power BI reports are provided as template (.PBIT) files. Template files are not
 
 <br>
 
+## Export requirements
+
+Before using this report, you need to configure Cost Management exports to provide the necessary data. The following exports are required or recommended:
+
+| Dataset                     | Version          | Requirement | Notes                                                                                             |
+| --------------------------- | ---------------- | ----------- | ------------------------------------------------------------------------------------------------- |
+| Cost and usage (FOCUS)      | `1.0` or `1.0r2` | **Required** | Provides the primary cost and usage data for resource cost analysis.                            |
+| Price sheet                 | `2023-05-01`     | Recommended | Required to populate missing prices for EA and MCA accounts to show accurate cost calculations.  |
+| Azure Resource Graph        | Latest           | **Required** | Required to gather resource metadata for workload optimization analysis.                        |
+
+For instructions on how to create Cost Management exports, see [Create and manage exports](/azure/cost-management-billing/costs/tutorial-improved-exports). If using FinOps hubs, these exports can be configured automatically.
+
+<br>
+
 ## Get started
 
 The **Get started** page includes a basic introduction to the report with links to learn more.