Report / Dashboard Requirements Builder
Turn a stakeholder ask into a structured BI requirements spec, for sign-off.
The prompt
From this stakeholder request, draft a report/dashboard requirements spec: [paste]. - Business question and decision it supports - Metrics and dimensions needed - Filters, grain, and refresh frequency - Audience and access - Data sources [TBC] Mark gaps [TBC] and "DRAFT — confirm with the requester." This scopes the work; it does not commit a delivery date.
How to use it
- 1Select Copy the prompt above.
- 2Paste it into Microsoft 365 Copilot.
- 3Replace anything in brackets with your own detail, then send it.
Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.
Written for
BI Analyst, Business Analyst, Analytics Manager
More for Data & Analytics
- Data & Analytics Critical Guardrails - Read First
- Dataset Profiling Prep
- Anomaly / Outlier Exploration
- Ad-hoc Analysis Plan
From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.