The data source is local, SQL Server embedded in a business application. The data structure is not well understood within the user organization and there is no SQL Server admin on staff. The ultimate goal is Dashboard with daily updates.
The project plan is to intially manually 'Get Date' with PBI Desktop from the SQL Server - in order to explore the data structure, model, and present intial data reports to the person most knowledgable of the business data (but is not technical).
After understanding and getting the data model reports correct - then manually upload to PBI Service for rough draft of Dashboard.
After the Dashboards are deemed suitable - then final step- set up On Premise Gate way to automate refresh.
Is this the correct sequence for a project of this nature?