What is the best way to document your BI query design and development process?

2 What to document in your BI query process?

Documenting your BI query process involves capturing both the high-level and the low-level details of your queries. It is important to note the business question or problem you are trying to answer or solve with your queries, as well as the data sources and tables you are querying and how they are related. Additionally, you should document the filters, joins, aggregations, and other transformations you apply to your data, as well as the calculations, measures, and metrics you derive from your data. Furthermore, it is important to document the output format and visualization of your query results, the validation and testing methods you use to check your query results, and the comments and annotations you add to explain your logic and steps.

3 How to document your BI query process?

Documenting your BI query process is essential, and can be done in various ways depending on the tools and platforms you use, as well as the preferences and standards of your organization. Common methods and formats for documenting your BI query process include utilizing a data dictionary or a data catalog to define and describe data sources, tables, fields, and relationships. Additionally, a query design document or a query specification document can be used to outline objectives, inputs, outputs, and steps of queries. A version control system or a change management system is helpful for storing, tracking, and comparing different versions of queries. A query editor or a query builder can be employed to write, run, and debug queries while adding comments and annotations to the query code. Finally, a reporting tool or a dashboard tool is useful for formatting and visualizing query results while adding captions and notes to charts and tables.

4 How to improve your BI query documentation?

Documenting your BI query process is an ongoing practice that requires regular review and improvement. To ensure your documentation is up to date and comprehensive, you should follow a consistent and clear naming convention for your data sources, tables, fields, queries, and reports. Use simple language to describe your data, queries, and results and use diagrams, charts, and tables to illustrate them. Additionally, you should use

tags to highlight your query code and syntax. Make sure to update your documentation whenever you make changes to your data, queries, or results. Finally, review your documentation periodically and check for accuracy, completeness, and relevance.
###### How to share your BI query documentation?
Documenting your BI query process can be beneficial for yourself and those who need to access, understand, or use your queries. You can share your BI query documentation with team members, stakeholders, or clients through a collaboration tool or communication tool. Furthermore, you can publish the documentation online using a documentation tool or wiki tool to make it searchable and accessible. Additionally, you can use a presentation tool or storytelling tool to showcase your documentation and results in an engaging way. Finally, you could employ a feedback tool or survey tool to collect feedback and suggestions on your documentation and results.
######Here’s what else to consider
This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?