Business Intelligence Project Information Gathering Template

Please note that this templates are created in MS OneNote.

This template illustrates a basic technical information gathering for a new BI project.




Contact	File Transfer Process	File Name
John Doe	FTP / www.sample.com	Sample_File.csv




Project/Metric Name	Source File Name	Data-Load Frequency	Data-Load Type	File Transfer Method
Product Count	SampleFile.csv	Daily	Full / Increment	Upload



• Database Table:
• T_DIMENSION_TABLE_D
• T_FACT_TABLE_F
• Date Column:
• ACTIVITY_DATE
• Measures the metrics over certain period of time. i.e. MTD, QTD, YTD
• Hierarchy / Drills:
• Country > State > County > City > Zip Code
• Filters:
• Zip Code, First_Name, Last_Name etc...
• Subject Area / Cube Name:
• Sample Sales
• Metrics:
• A / B = C


• Meeting Minutes:

YYYY-MM-DD Abc Action item needs to be completed and colored into black

YYYY-MM-DD Abc