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PowerBi Dashboard Testing Checklist

Writer: SQL SharkSQL Shark

Report or Dashboard Design Check

1. Verify that the report or dashboard page title corresponds to the content of the reports.

2. For reports with charts, the axis should be labelled appropriately.

3. The aggregation level of the data in the reports should be as per the report requirements.

4. Verify that the report or dashboard page design conforms to the design standards and best practices.

5. Validate the presence and functionality of the report download and print options.

6. Where applicable, verify that the report help text (tooltips) exists and is appropriate for the report content.

Filters Check

1. Verify that all the filters are available as per requirements. Also check if the type of the filter matches the design specification.

2. For each prompt verify the label and list of values displayed (where applicable).

3. Apply each prompt and verify that the data in the report is getting filtered appropriately.

4. Verify the default prompt selection satisfies the report or dashboard page design specification.

Drilldown Report Checks

1. Verify that the counts are matching between the summary and detail report where appropriate.

2. Verify that all the prompts from the summary reports are getting applied to the detail report.

3. Check if the links to the detail report from the summary report are working from charts, tables, table headings

4. Verify the database SQL query for the drill down report is as expected.

Report Performance Checks

1. Verify that the reports and dashboard page rendering times are meeting requirements.

2. Test the performance for difference prompt selections.

3. Perform the same checks for the drilldown reports.

Dashboard Access Security

1. List User Groups/Roles.

2. List Users that should have access to the dashboard.

 
 
 

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