Two ways to bring the dashboard in
Source file (.pbit / .twb)
Export the template/workbook and upload it. Best when you have the file and want the model, measures, and layout in one shot.
Live BI connector
Power BI or Tableau is connected as a data source in your workspace. Ana reads the published datasets, measures, and metadata directly — no export needed. Best when the file is locked down, or you want the rebuild to track a report that keeps changing.
What each path exposes — A Power BI template (
.pbit) carries the data model, DAX measures, and report layout — Ana reads all three (this replaced the old zip/xlsx/unpack hack). A Tableau workbook (.twb) is XML: datasource fields, calculated fields, and worksheet/dashboard layout. A connected Power BI / Tableau source exposes the published datasets, measures, and field metadata through the connector. Any of them gives Ana the logic to reconstruct the dashboard.- Give Ana the source + screenshots. Path A: upload the
.pbit/.twb. Path B: point her at the connected Power BI / Tableau source. Either way, attach 2–3 screenshots of the original and ask her to read the model, measures, and layout before building anything. - Map measures → governed metrics. Bind each visual to an ontology metric instead of re-implementing DAX/Tableau calcs ad hoc — that’s what makes the number deterministic and auditable. Any measure with no clean mapping gets flagged, not guessed.
- Build a static-first snapshot for the visuals actually shown (Module 6 is the how + why).
- Replicate the layout — tiles, filters, trend — against the snapshot.
- Reconcile figure-for-figure to the source dashboard before you trust it.
Prompt
Prompt
You’ll see: a measure-by-measure mapping (source measure → ontology metric), a layout proposal that mirrors the original’s look from your screenshots, and a flagged list of anything that needs a definition before it can be rebuilt faithfully.
Prompt
You’ll see: the rebuilt app with its numbers lined up against the source — matching figures where the logic is faithful, and an explicit note on any intentional difference.
What usually doesn't come across cleanly
What usually doesn't come across cleanly
Visual-level DAX with no governed equivalent, report-only calculated columns, custom visuals/plugins, and pixel-exact formatting. Rebuild the logic as governed metrics and the intent of the layout — not every cosmetic detail. Flag anything you can’t map rather than approximating a number.
✅ Checkpoint
- You gave Ana the source (file or connected) and screenshots of the original
- The app reproduces the source dashboard’s headline numbers to the dollar
- Every source measure maps to a governed metric (or the unmapped ones are flagged)
- The app runs alongside the original for parity testing