Reporting data files
CSV, JSON and fact-and-dimension outputs using stable names appropriate to the selected source and reporting view.
BI-ready data export
Prepare local fact and dimension tables for Power BI, Tableau and Qlik
Datplan turns supported source pulls into stable reporting files with documented grains and safe relationship guidance. It prepares the data layer without pretending to build the finished BI report for you.
Package contents
Files that explain both the data and the setup
datplan-semantic-model.json
A machine-readable description of tables, fields, grains and validated relationship guidance.
datplan-qlik-load.qvs
A Qlik load script to support the initial file-loading workflow.
README-BI.txt
Plain-language notes for folder choice, model setup, relationships and refresh safety.
Basic reporting view
Curated business areas
Use Basic when you want a smaller set of reporting tables focused on the main finance, CRM or discovery questions. It reduces model clutter and is the clearer starting point for most reports.
Advanced reporting view
All transformed tables
Use Advanced when you need the full transformed dataset and understand the consequences of additional joins, bridge tables, row grains and relationship paths.
Relationship safety matters more than creating the largest model
Datplan includes only relationships it can validate safely and avoids recommendations that would introduce circular or parallel ambiguous paths. A missing automatic relationship is an instruction to review the model—not an invitation to connect every matching ID.
Keep exports separate. Use a different stable folder for each workspace, source and connection. Mixing files from different clients or sources can produce stale or misleading refreshes.
BI export questions
Know what the package does before modelling
What is in a Datplan BI package?
It includes prepared data files, a datplan-semantic-model.json description, a datplan-qlik-load.qvs script and README-BI.txt setup notes. Exact tables depend on the source and selected reporting view.
What is the difference between Basic and Advanced?
Basic focuses on curated key business areas. Advanced includes all transformed tables for users who need more detailed modelling control.
Does Datplan create Power BI or Tableau project files?
No. It does not generate a finished .pbit, .pbix, .tds or .tdsx file. The first model and report setup remains manual.
Why do file names need to remain stable?
BI queries usually refer to a path and file name. Keeping both stable lets a later Datplan export replace the data that the existing query expects.
See Datplan with real reporting data—without connecting a live account
The Windows app is free to download and includes Datplan Demo data, so you can test sync, dashboards, reporting grains and exports first.