Requirement Document for Live Power BI Dashboard Report
1. Introduction This document outlines the requirements for the Power BI report used for monitoring various facility management and operational parameters. The report provides insights into task completion rates, audit scores, compliance, emergency procedures, and grooming standards.
2. Report Overview The Power BI report consolidates data related to operational efficiency, housekeeping, preventive and reactive maintenance, grooming standards, and emergency preparedness. It offers key performance indicators (KPIs) and compliance metrics essential for decision-making.
3. Functional Requirements
3.1 Dashboard Components
The dashboard should include the following sections:
3.1.1 Facility Cleanliness and Security
- Plant Room(s) Clean: Percentage of plant rooms meeting cleanliness standards.
- Plant Rooms Locked: Percentage of secured plant rooms.
- Storerooms Clean: Compliance percentage for storeroom cleanliness.
- Offices Clean: Compliance percentage for office cleanliness.
3.1.2 Task Management
- Open Tasks: Count of tasks yet to be completed.
- Closed Tasks: Count of completed tasks.
- Technical Services Excellence Audit (SEA) – Reactive Tasks Closed YTD (%): Year-to-date percentage of closed reactive tasks.
- Open PPMs: Count of open planned preventive maintenance (PPM) tasks.
- Closed PPMs: Count of completed PPM tasks.
- PPM Tasks Closed YTD (%): Year-to-date percentage of closed PPM tasks.
- PPM Task Status: Breakdown of PPM tasks found, signed, filled, updated, and completed.
- Closed PPMs Reviewed (%): Percentage of reviewed closed PPM tasks.
3.1.3 Compliance and Audit Performance
- Assessment in Place: Compliance rate.
- Assessment Briefed: Percentage of staff briefed on assessment procedures.
- Correct PPE Compliance: Percentage of staff wearing correct personal protective equipment.
- SFG20 Compliance: Percentage of completed SFG20 maintenance tasks.
- Tools and Equipment: Availability and compliance percentage.
- Signage and Lockout/Tagout Procedures: Percentage compliance.
- PPM Tasks Observed (%): Compliance rate of observed tasks.
- Overall Performance: Aggregated performance metric across all categories.
3.1.4 Equipment and Systems Review
- Fire Alarm Review: Compliance percentage.
- Water Treatment Review: Compliance percentage.
- Lift Review: Compliance percentage.
- BMS Review: Compliance percentage.
- Fire Extinguishers Maintenance: Compliance percentage.
- UPS & Generator Review: Compliance percentage.
- Log Books & Testing (%): Compliance percentage.
3.1.5 Emergency Preparedness and Documentation
- Emergency Escalation Plan Compliance: Percentage compliance.
- Rain Plan Compliance: Percentage compliance.
- Lift Entrapment Plan Compliance: Percentage compliance.
- Water & Power Loss Procedure Compliance: Percentage compliance.
- Fire Alarm Procedure Compliance: Percentage compliance.
- Emergency Evacuation Procedure Compliance: Percentage compliance.
- Mechanical & Electrical Line Diagrams: Availability percentage.
- Forward Maintenance Register Compliance: Percentage compliance.
- Document Control & Procedures Compliance: Percentage compliance.
3.1.6 Housekeeping and Grooming Standards
- Housekeeping Standards (%): Compliance percentage.
- Grooming Standards: Compliance levels for:
- Body Odor Acceptability
- Beard Trimming
- Hair Neatness
- Correct Uniform
- Shirt Tucking
- Belt Usage
- Safety Shoe Cleanliness
- Company ID Visibility
3.1.7 Fire Evacuation Drill
- Date of Last Fire Evacuation Drill: Most recent drill date.
3.2 Filters and User Controls
- Client Selection: Dropdown filter for different clients.
- Building Selection: Dropdown filter for different buildings.
- Personnel Name Selection: Dropdown filter for specific employees.
- Month & Day Filters: Date-based filtering for reports.
4. Non-Functional Requirements
- Performance: The report should load within 5 seconds.
- Accessibility: Should be accessible to authorized personnel only.
- Data Accuracy: The report should be updated in real-time or at scheduled intervals.
- Scalability: Should allow additional KPIs in the future without significant modifications.
5. Project Completion Method
5.1 SQL Queries
- Data Extraction: Use SQL queries to extract relevant data from databases.
- Transformations: Apply SQL joins, aggregations, and filters to preprocess data.
- Data Storage: Store transformed data in staging tables for Power BI ingestion.
Example SQL Query:
SELECT TaskID, TaskStatus, CompletionDate, AssignedTo
FROM TaskManagementDB.Tasks
WHERE CompletionDate BETWEEN '2024-01-01' AND '2024-12-31';5.2 Power Query (M Language)
- Data Cleaning: Remove duplicates, handle missing values, and standardize formats.
- Merging Queries: Combine multiple data sources for a unified dataset.
- Data Transformation: Implement calculated columns, data type conversions, and conditional logic.
Example Power Query Formula:
FilteredRows = Table.SelectRows(Source, each [CompletionDate] >= #date(2024, 1, 1))5.3 DAX (Data Analysis Expressions)
- KPI Calculations: Create measures for task completion rates, compliance percentages, and audit scores.
- Time Intelligence: Use DAX functions for year-to-date (YTD) and month-over-month comparisons.
- Custom Aggregations: Implement calculated fields for enhanced reporting.
Example DAX Measure:
ClosedTasksYTD = CALCULATE(COUNT(Tasks[TaskID]), FILTER(Tasks, Tasks[TaskStatus] = "Closed" && YEAR(Tasks[CompletionDate]) = YEAR(TODAY())))6. Conclusion This Power BI report serves as a comprehensive monitoring tool for facility management. It provides insights into operational efficiency, compliance, and task management while ensuring that necessary standards are maintained. The implementation should ensure real-time or scheduled data updates, and future enhancements should be considered to improve reporting accuracy and usability.
sample data file for Live Power BI Dashboard Report.