Data Loading And Transformation - Power BI Best Practices Vol. 1
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- Опубліковано 31 лип 2024
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I’ve done a lot of research throughout my Power BI learning journey, and the volume of information can be overwhelming. In this video, I’d like to present and simplify some of the best practices I’ve adopted when developing Power BI reports for an efficient and optimal data loading and transformation.
Greg
**** Video Details ****
00:00 Introduction
01:17 Summary of content
01:42 Auto detect relationships
02:37 Cross filtering/highlighting
04:31 Separating dataset
05:22 Dedicated date table
06:43 Source
07:17 Staging & referencing data
08:27 Data Volume
10:15 Query folding
12:56 Connectivity mode
13:32 Location / Shape
14:29 Naming / Data types
16:10 Granularity
**** Related Links: ****
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Power BI Best Practices Vol. 4 - Reports & Visualization Pt. 1 - • Reports & Visualizatio...
Power BI Best Practices Vol. 4 - Reports & Visualization Pt. 2 - • Reports & Visualizatio...
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Enterprise DNA Forum post for Extended Date Table M Code - forum.enterprisedna.co/t/exte...
Enterprise DNA Blog post for The Ultimate Budget Allocation Formula For Power BI Analysis - blog.enterprisedna.co/the-ult...
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Thanks Greg! This is a great overview of tips and best practices/settings for data load/transformation in Power BI.
Hi Kevin Mcmullen, glad you appreciated the video. We are so grateful to have had such positive feedback.
Unbelievably perfect ….very well done!!
Hi Mohammad, glad that you appreciated this video. You can subscribe to our channel to see all our upcoming Power BI video tutorials. Cheers!
Some Really Great And Helpful Tips...Thank You Greg
Hi darryl morgan, great that you found value in this video. You can subscribe to our channel to see all our upcoming Power BI video tutorials.
Here’s the link: ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html
Thanks for sharing! Great content!
Hi Stflytics, glad you appreciated the video. You can subscribe to our channel to see all our upcoming Power BI video tutorials.
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Awesome Greg, thank you so much!
Hi Serge, glad you appreciated the video. You can subscribe to our channel to see all our upcoming Power BI video tutorials. Cheers!
Very important Tips. Thanks !!!
Hi David Roberto, glad you appreciated the video. You can subscribe to our channel to see all our upcoming Power BI video tutorials.
Here’s the link: ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html
Thanks for sharing some great tips
Hi Varun Khanna, glad you appreciated the video. We are so grateful to have had such positive feedback.
Great Video, with some really use tips, thanks a lot
Hi Dave, glad that you appreciated our content! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI and Power Platform video tutorials and announcements. Cheers!
This is great! You mentioned separating the data from the visuals and endorsing datasets. Sounds good. What EntDNA videos would walk me through this?
I don't believe there are any videos, but the endorsement process has been discussed on the eDNA Support Forum, and there are many online resources about separate dataset and report development
Thanks for sharing. What is the idea behind reference data in your best practise tips?
Hi Daniel. An example of referencing data might be when importing a single flat table (call it "raw"), then creating a proper data model with separate lookup and fact tables by referencing the "raw" table as many times as desired; load once, use many.
@@gregphilpsful Ok thanks I see. I guess people should use databases directly more often
Interesting tips! Quick Q, what's the best practices to work with data with different granularity level within a report?
Hi Afshin. The same granularity is ideal, but often differences in the data you get are unavoidable, and when they do, they can be handled in PQ or DAX; search the resources on the Enterprise DNA site for more info (I referenced the DAX for budget allocation in the presentation). Greg
Thanks for sharing! Data loading sources - no mention on data flows?
Hi Katerina Bila, thanks for posting your comment in the video. All pbix file/datasets are available for download in the Enterprise DNA Online, which is accessible via Membership. Find link below. Thanks!
portal.enterprisedna.co/
After the data preview is displayed, Load and Transform buttons are greyed out. Pls what is the causes?
Hi Wasiu,
Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it.
We're not sure about what would be the cause of this problem. And it's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference.
And therefore we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference.
Hoping you find this useful! You can subscribe to our UA-cam channel so that you won't miss out on any Power BI updates. You can also join our LinkedIn group to receive latest updates on Power BI.
Cheers,
Enterprise DNA
forum.enterprisedna.co/
ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html
www.linkedin.com/groups/12004506/
Very good package of tips :-) For performace reasons, in QueryEditor, should we choose the columns first, and then filter the rows or the contrary?
I don't think it matters ... the data won't be loaded into the model once "close and apply" is selected