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@Copilot Copilot AI commented Aug 1, 2025

This PR addresses the confusion newcomers face when setting up Power BI reports by implementing an interactive onboarding wizard that guides users through the setup process step by step.

What's Changed

The new onboarding experience provides two distinct paths:

🆕 Beginner Mode: An interactive 4-step wizard that:

  • Asks users about their use case (small workloads, enterprise, or existing data)
  • Provides tailored recommendations based on their needs
  • Guides through data source setup with contextual help
  • Offers direct links to Azure portal actions
  • Shows clear progress indicators and validation

⚡ Advanced Mode: Quick links for experienced users who want immediate access to:

  • Detailed setup documentation
  • Data source comparison guide
  • FinOps hubs deployment

Key Features

  • Smart recommendations: Different guidance for users monitoring under vs over $100K/month
  • Progressive disclosure: Technical details are hidden behind expandable help sections
  • Visual progress tracking: Clear step indicators and progress bars
  • Form validation: Next button only enables when valid selections are made
  • Responsive design: Works seamlessly on desktop and mobile

Technical Implementation

The wizard is built as a reusable Jekyll component with:

  • Semantic HTML for accessibility
  • CSS styling that matches the FinOps toolkit brand
  • Vanilla JavaScript for interactivity (no external dependencies)
  • Progressive enhancement (works without JavaScript)

Screenshots

Initial wizard state:
Wizard showing initial step with use case selection

Option selected state:
Wizard with selected option showing enabled Next button

The existing advanced deployment section remains unchanged, ensuring experienced users can still access the full technical documentation they need.

Fixes #399.


💡 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.

@Copilot Copilot AI changed the title [WIP] [Hubs] Power BI onboarding – Streamline the Power BI onboarding experience [Hubs] Power BI onboarding – Streamline the Power BI onboarding experience Aug 1, 2025
@Copilot Copilot AI requested a review from MSBrett August 1, 2025 14:36
Copilot finished work on behalf of MSBrett August 1, 2025 14:36
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[Hubs] Power BI onboarding – Streamline the Power BI onboarding experience
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