Project · Advanced · about 20 hours

Secure self-serve sales model for 27 regional managers

Turn a report into a governed, documented semantic model with row-level security, refresh and a release process.

Skills:Data modelling, Power BI, Stakeholder management

Part of: Data Analyst

Data and licences

Brief

The marketplace has managers for each of Brazil's 26 states and the Federal District, 27 in all. Each should explore sales for their own state only, build their own reports on a shared model, and trust that numbers match the head office's. You own the model.

What to build

  1. Run a requirements conversation (with a friend playing the head of sales) and write a one-page brief: users, questions, security rules, refresh needs.

  2. Build the model from the builder-level star schema, with a measures table, display folders and descriptions on every measure.

  3. Implement dynamic RLS with a user-to-state mapping table, and test with "View as" for three users, including one with two states and one with none.

  4. Set up development and production workspaces (or describe them if you have no licence), a refresh schedule, and a change log.

Deliverables

  • .pbix with the model, brief.md, rls-tests.md with screenshots, RELEASE.md

How it is graded

The reviewer impersonates your test users and checks what they can see. Security mistakes cap the score. Then clarity of documentation and whether the model answers the brief.

Stretch

Add calculation groups for time intelligence and compare with separate measures.

Deliverables

  • A Power BI semantic model with documented measures
  • Dynamic row-level security by customer state, tested with at least three users
  • A requirements brief agreed with a (role-played) stakeholder
  • [object Object]

How a reviewer grades it

CriterionWeightWhat good looks like
Requirements captured and reflected in the model20%
RLS correct and tested, including edge cases30%
Measures documented and consistent25%
Release and refresh process is realistic25%