Blueprint · Microsoft 365 Report Builders
Power BI report owners face repeated refresh failures that require context rebuilding each time. The tracker stores report inventory, failure evidence, diagnostic checklist results, owner assignments, and retest logs in a single record. It produces an exportable handover so the…
V1 builds a single-team web app for Excel-strong Power BI report owners whose scheduled refresh has failed and who need to preserve the evidence before the next stakeholder deadline. The first screen is the Dashboard. The primary first action is Log incident. The app stores Report, ReportSource, Incident, IncidentCheck, RetestLog, Comment, Attachment, and ExportSnapshot records. It takes manually copied evidence from Power BI refresh history, semantic model settings, source/gateway notes, Desktop and Service retest results, and diagnostic checklist rows, then creates a point-in-time handover snapshot in Markdown, CSV, and PDF so the next owner can see what failed, what has been checked, who owns the next step, and what happened on the latest retest.
This is not a Power BI monitor, gateway admin console, tenant reporting product, API ingestion service, automatic root-cause diagnosis product, or refresh-fix product. V1 is a local evidence, ownership, retest, and handover app for one reporting team.
The user is an Excel-strong business analyst, report owner, or small BI teammate who maintains recurring Power BI reports but usually does not control the gateway, tenant, capacity, credentials, or source systems. They open Power BI after a scheduled refresh fails, see vague or incomplete refresh-history evidence, and have to check several places manually before they can explain the failure or hand it to the right person.
The failed current workaround is scattered investigation: screenshots in chat, refresh-history text in notes, gateway questions in separate messages, source-owner follow-ups elsewhere, and no stable record of which checks were completed or what retest happened.
The Report Inventory screen captures workspace, report name and URL, semantic model name and URL, owner, stakeholder contact, source files or systems, source type, gateway or cloud connection name, credential owner, refresh schedule, refresh deadline, and notes.
The New Incident and Incident Detail screens capture failure time, refresh history status and duration, exact error text, screenshot or link, failure count, schedule-disabled flag, Desktop refresh result, Service manual refresh result, source-access result, likely failure category, uncertainty note, assigned owner, next diagnostic step, checklist rows, comments, and retest results.
Checklist rows use pass, fail, unknown, or not_applicable for gateway online/current, gateway-to-source access, exact source mapping, credential validity, OAuth or tenant constraint, unsupported source pattern, source file/path availability, privacy or source-combination issue, timeout/model size, capacity or concurrency, and Power Query/schema change.
The final V1 artifact is an ExportSnapshot: a Markdown, CSV, and PDF handover containing incident summary, report and semantic model details, captured evidence, diagnostic checklist results, likely failure category, uncertainty note, assigned owner, next diagnostic step, stakeholder update draft, latest retest result, and missing-evidence warnings.
The export is a point-in-time snapshot. If the incident changes later, the previous export must remain unchanged so a teammate can see exactly what was known at handover time.
A report owner starts on the Dashboard, clicks Log incident, selects or creates one sample Power BI report, copies one failed scheduled-refresh event from refresh history, completes or marks unknown the required dependency fields, records Desktop and Service retest results, completes diagnostic checklist rows, selects a likely category with an uncertainty note, assigns the next owner, logs a retest, and exports the handover snapshot.
The test passes only if the exported handover shows the report, semantic model, error text, checklist results, likely category, uncertainty note, assigned owner, next diagnostic step, and latest retest result. The app must block export when required evidence and checklist rows are missing and must refuse to store credential, token, or secret-like text.
The app proves that one reporting team can capture refresh-failure evidence, preserve report dependencies, assign the next diagnostic check, record retests, and hand off the incident without losing context.
It does not prove the selected failure category is correct, Microsoft services are healthy, the gateway or source system is reachable, credentials are valid, capacity is sufficient, Power Query is correct, or future scheduled refreshes will succeed.
V1 does not connect to the Power BI REST API, ingest refresh history automatically, store credentials or tokens, administer or restart gateways, monitor a tenant, send stakeholder updates automatically, change Power Query or semantic model settings, change capacity or source-system configuration, or claim that it can diagnose or fix refresh failures by itself.
Everything above plus the build steps, prompts, and export live in Microsoft 365 Report Builders. Own the Space for US$139 one-off — or a plan covers it and more.
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