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HYDRADATA
Automated draft · Consultant review required
Contoso Ltd.

Power BI
Estate Review Draft

Automated estate-metadata findings for consultant validation. This is not the completed paid-delivery report.

Assessment date
19 September 2026
Prepared by
HYDRADATA
01 · Executive summary

A focused plan for the findings observed.

Delivery status: automated estate-layer draft

A consultant must validate these findings, add separately sourced expert observations and complete the remediation backlog before client delivery.

The assessment identified 26 findings across 12 Power BI workspaces. The most significant risks are concentrated in Sales and Finance. 3 controls could not be fully evaluated. 5 critical findings require immediate attention. 14 warnings should be addressed through a phased remediation plan that begins with availability and access risk.

Scope: illustrative sample

Illustrative sample data; no tenant connection.

5
Critical findings
14
Warnings
10
Failed controls
97%
Evidence coverage
Immediate priority
4 consecutive refresh failures

Sales Semantic Model has failed to refresh 4 times in a row.

Governance priority
8 workspace administrators detected

Finance has more than five administrators.

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02 · Environment & health

Environment overview

12
Workspaces
217
Reports
43
Semantic models
28
Users
Scope & coverage
7 of 10 controls fully evidenced
Pack 1.0.0
237/244 evidence targets
0
Passed
10
Failed
3
Not evidenced

Missing evidence is never treated as a healthy result. This score applies only to the scope and metadata described above.

Provisional score
Overall health · Provisional
Needs Attention

Evidence is incomplete, so the score and category results describe only the observed metadata and must not be treated as an all-clear.

Refresh continuity−10
Refresh performance−4
Access exposure−5
Artifact hygiene−4
Estate structure−3
Governance62Provisional
9 findings
Reliability71Provisional
12 findings
Security68Provisional
3 findings
Maintainability83Provisional
2 findings
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03 · Priority findings & evidence

Highest-priority automated findings

Showing 3 of 26 findings, ordered with critical severity first. The companion findings CSV is the complete findings and evidence register.

01
CriticalRULE-001Sales · Sales Semantic Model

4 consecutive refresh failures

Sales Semantic Model has failed to refresh 4 times in a row.

Consecutive Failures
4
Last Attempt
2026-09-19T08:00:00.000Z
Last Successful Refresh
2026-09-16T06:00:00.000Z
Latest Error
The data source credentials are invalid or the gateway is unavailable.

Suggested next step: Check gateway connectivity, data source credentials and recent changes to the underlying data source.

02
CriticalRULE-001Sales · Regional Sales Model

3 consecutive refresh failures

Regional Sales Model has failed to refresh 3 times in a row.

Consecutive Failures
3
Last Attempt
2026-09-19T08:00:00.000Z
Last Successful Refresh
2026-09-16T06:00:00.000Z
Latest Error
The data source credentials are invalid or the gateway is unavailable.

Suggested next step: Check gateway connectivity, data source credentials and recent changes to the underlying data source.

03
CriticalRULE-001Sales · Forecast Model

3 consecutive refresh failures

Forecast Model has failed to refresh 3 times in a row.

Consecutive Failures
3
Last Attempt
2026-09-19T08:00:00.000Z
Last Successful Refresh
2026-09-16T06:00:00.000Z
Latest Error
The data source credentials are invalid or the gateway is unavailable.

Suggested next step: Check gateway connectivity, data source credentials and recent changes to the underlying data source.

These are automated metadata findings. A consultant must validate them and add separately sourced expert observations before paid delivery.
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04 · Workspace health

Highest-priority workspace findings are in Sales and Finance

WorkspaceIssuesScore
Sales1162Provisional
Finance874Provisional
Marketing391Provisional
HR196
Operations296
Executive0100
Supply Chain0100
Customer Success0100
Product0100
Data Platform0100
Sandbox0100
Archive196Provisional
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05 · Findings by category

Findings across the four risk categories

Governance

9 findings · showing 4 priorities

62/100Provisional
  • Possible duplicate reports · Sales
  • Possible duplicate reports · Finance
  • Empty workspace · Archive
  • Large workspace · Operations

Reliability

12 findings · showing 4 priorities

71/100Provisional
  • 4 consecutive refresh failures · Sales
  • 3 consecutive refresh failures · Sales
  • 3 consecutive refresh failures · Sales
  • 3 consecutive refresh failures · Finance

Security

3 findings

68/100Provisional
  • 8 workspace administrators detected · Finance
  • High administrator ratio · Sales
  • High administrator ratio · Finance

Maintainability

2 findings

83/100Provisional
  • Model without a report in scan scope · Sales
  • Model without a report in scan scope · Finance
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06 · Automated starter plan

A 30-day sequence for consultant review

This plan is generated from automated findings. Confirm owners, target dates, acceptance tests and status in the consultant-completed remediation backlog before client delivery.
Days 1–5
1

Stabilize 5 critical findings

Confirm owners and remediation steps for the leading evidence in Sales, Finance, Marketing. Controls: RULE-001.

5 findings · RULE-001
Days 6–15
2

Reduce reliability and access risk

Resolve 10 remaining reliability or access findings, starting with warnings that affect recurring operations. Controls: RULE-002, RULE-003, RULE-009, RULE-010.

10 findings · RULE-002 / RULE-003 / RULE-009 / RULE-010
Days 16–23
3

Remove avoidable estate complexity

Review 11 governance or maintainability findings; confirm dependencies before archiving, renaming or consolidating content. Controls: RULE-004, RULE-005, RULE-006, RULE-007, RULE-008.

11 findings · RULE-004 / RULE-005 / RULE-006 / RULE-007 / RULE-008
Days 24–30
4

Re-test and evidence improvement

Rerun audit pack 1.0.0 against the same recorded workspace scope, compare every finding with this baseline and record accepted risks or unresolved owners.

26 findings · RULE-001 / RULE-002 / RULE-003 / RULE-004 / RULE-005 / RULE-006 / RULE-007 / RULE-008 / RULE-009 / RULE-010
Day 30 success measure

Rerun the same deterministic controls and compare the health score, critical findings and refresh reliability against this baseline.

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07 · Methodology

Evidence before explanation

Metadata was normalized through the Power BI provider and evaluated against ten deterministic controls. Closely related controls are grouped into risk families to prevent double-penalizing the same underlying condition. No AI is used to create findings, severity or scores.

RULE-001
Consecutive refresh failures
43/43 evidence targets · 5 findings
Fail
RULE-002
Latest refresh failed
43/43 evidence targets · 5 findings
Fail
RULE-003
Too many workspace admins
11/12 evidence targets · 1 finding
Fail
RULE-004
Possible duplicate reports
12/12 evidence targets · 2 findings
Fail
RULE-005
Naming convention
12/12 evidence targets · 5 findings
Fail
RULE-006
Empty workspace
12/12 evidence targets · 1 finding
Fail
RULE-007
Large workspace
12/12 evidence targets · 1 finding
Fail
RULE-008
Orphan semantic model
43/43 evidence targets · 2 findings
Fail
RULE-009
High admin ratio
11/12 evidence targets · 2 findings
Fail
RULE-010
Refresh duration anomaly
38/43 evidence targets · 2 findings
Fail
01
Power BI metadata
02
Normalized snapshot
03
Rule engine
04
Health score
05
Consultant validation
No AI in the assessment

Findings, severities and scores come only from deterministic rules over the collected metadata. Nothing in this report was written or scored by an AI model, and no customer data is sent to an external AI service.

Contact
HYDRADATA
chenjianghydra@outlook.com
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See the full sample deliverable