BI Fundamentals
Beginner 12 min read BI Fundamentals

BI Roles and Teams

Who owns what, and where the hand-offs break

A BI organization is made of architects, engineers, analysts, report developers, stewards and consumers — each with distinct responsibilities and hand-offs.

BI orgrolesBI developerdata stewardpower usersreporting analyst
Prerequisites: Self-Service BI
Before we start

What you will learn

  • Map the common BI roles to their responsibilities and tools
  • Describe the analyst-to-developer-to-steWard hand-off
  • Diagnose org problems that show up as data problems
Introduction

What is this?

BI work is a relay of specialists. Platform/data engineers build pipelines; modelers and analysts define the semantic layer; report/BI developers build and maintain reports; stewards govern content and access; power users and executives consume. Teams that blur these roles end up with no owner when something breaks.

Motivation

Why do you need it?

  • Each stage has a distinct skill, SLA and failure mode; one person doing all of it doesn't scale.
  • Clear ownership means every dataset and report has exactly one pager.
  • Good hand-offs (documented sources, certified metrics) are how trust survives staff changes.
  • Knowing the roles helps you place blame correctly and staff correctly.
Think about it

Mental model

Imagine

A newsroom

Think of

A BI team

Reporters (analysts) gather facts; editors (modelers/stewards) set standards; designers and printers (developers) produce the final paper; the editor-in-chief (exec) reads it every morning. Each role fails differently and needs its own ownership.

Mechanics

How it works

  • Data/platform engineers own ingestion and warehouse availability.
  • Analytics engineers and modelers own the semantic layer: definitions, tests, certifications.
  • BI/report developers build, test, publish and maintain dashboards and paginated reports.
  • Data stewards curate catalogs, certify content, manage access and resolve lineage questions.
  • Power users build self-serve reports on certified datasets; executives consume scorecards.

BI roles and the lines of responsibility.

Engineers
Modelers / analysts
Report developers
Stewards
Consumers
Real world

In production

  • A platform team owns warehouse SLAs; a analytics-engineering squad owns metric definitions; a BI developer squad owns published reports; stewards review certifications monthly.
  • When a dashboard breaks, the runbook pages by layer: report code → model → pipeline.
  • A power user community lives in a central workspace, inheriting certified datasets and governance.
Guidelines

Best practices

  • Give every dataset and report exactly one owner in the catalog.
  • Write ownership matrices so an incident routes to the right pager in one hop.
  • Make hand-offs artifacts, not conversations: tests, docs and lineage at each boundary.
  • Rotate stewards through the analyst seats so governance stays informed by reality.
Watch out

Common mistakes

  • One 'BI person' owns everything — the single point of failure with nothing documented.
  • Developers and analysts both editing the metric definition, forking it.
  • Stewardship as a ceremonial title with no power or time budget.
  • No consumer representation in prioritization, so teams build what nobody needs.
When things break

Debugging tips

  • An incident that spans layers means the hand-off docs are weak; fix the artifact, not just the data.
  • Slow delivery often means the analyst-to-developer boundary has no tested model to hand over.
  • Survey which role owns 'revenue' — if two do, you've found the fork.
Interviews

Interview checkpoint

Test yourself

Quick quiz

0/2
1

Who is the best owner for ensuring a metric's definition never forks?

2

A 'data steward' mainly builds dashboards.

Go deeper

Official documentation