PUGML06 - Power BI Tips & Tricks from the Trenches

1. #DataBISummit Power BI Tips & Tricks Rui Romano DevScope

2. Rui.Romano@DevScope.net https://ruiromanoblog.wordpress.com @RuiRomano

3. #DataBISummit Session Overview • Power BI Tips & Tricks • Modeling • Eficiency • Governance • Integration • Automation This session is not • Intro to Power BI • Full of tips on DAX/M • Deep-Dive on anything ☺ This session is • Fast-paced, full of demos (+20) • Learn useful techniques • To Lazy People

4. #DataBISummit Power BI: experience your data Any data, any way, anywhere

5. #DataBISummit Tip - Think like a Modeler (not a DBA ☺) • Entities not Tables • Power BI is not MS Access! • Denormalize as much as possible => Star Schema • Only load what you really need

6. #DataBISummit Tip - Naming • Be coherent • Use business meaningful names => Less friction from Users

7. #DataBISummit Tip – Optimize your model size • Focus on columns w/ high distinct count • Use Status Bar, DMV’s or tools like VertiPaq Analyser • Split column for less distincts (ex: DateTime Columns) • Separate queries for distinct counts (ex: Transaction Count)

8. #DataBISummit Tip – Filter first, Transform later • Know “Query Folding” concept • Some transformations don’t “fold” the query • Filter ASAP (as second step if possible)

9. #DataBISummit Tip – “Incremental Loading” w/ Power BI • Loaded on first refresh • Useful for Static Data (history) • *Alternative to “Incremental Loading” • Not Perfect • Use DAX to avoid duplicating tables • If there’s attributes to slice on the fact, then use UNION Learn more: link1

10. #DataBISummit Tip – Measures as Dimension • One dashboard for multiple measures • Build Scorecards • Reusability: YTD, LY,… over all the measures • *Performance hit

11. #DataBISummit Tip – Emoji Support • UNICHAR(<number>) • https://emojipedia.org + HexConverter

12. #DataBISummit Tip – Dynamic Security • Evaluate your scenario, probably the basic approach is enough • Simple to manage • Versus standard security model with relationships • Don’t work w/ DirectQuery Standard Security Model Lookup Security Model Users Table DAX Expression in the Roles

13. #DataBISummit Tip – Calendar/Date table • Generate your calendar table with M Script or DAX • Use Relative *Period fields => Dynamic Filter Reports over Time Learn more: link1

14. #DataBISummit Tip – Parameters • Scenarios • PBIX Templates • Change the values after Publish • Change the Database without Re-Publish • Change the Query without Re-Publish • Set the Type (don’t use “Any”) • Change values on UI or REST API (PS) • Set-PBIDatasetParameters Learn more: link1

15. #DataBISummit Tip – Use the Barcode Scanner • Little effort, big impact • IOS only  • Use PowerApps

16. #DataBISummit Tip – “Grow up” your PBIX • Why? • Need more space (pbi.com limited to 1GB/file) • More control => partitioning, scripting, source control • Model merging & centralization • Developer Collaboration • Convert to Analysis Services (SQL or Azure) • Using WebDesigner in Azure Portal • Using PowerBIPS.Tools - Convert-PowerBIToASTabular

17. #DataBISummit Tip – Power BI Report Rebind • In a conversion there could be hundred of existing reports • Created by BI Team or End-User • Power BI Desktop • Remove all queries => Get-Data => Tabular (live) • Power BI Service • PowerBIPS • Set-PBIReportsDataSet -sourceDataSetName “DS1" -targetdatasetName “DS2" Learn more: link1, link2

18. #DataBISummit Tip – Know Power BI Embedding • See Ted Pattinson github • Why? • Integrate w/ your apps • Lower development costs • Extend Power BI capabilities

19. #DataBISummit Tip – Power BI + Real Time! • Multiple ways => Choose the best for you! 1. Streaming DataSets 2. REST API 3. Power BI Embedded + DirectQuery / AS Learn more: link1, link2

20. #DataBISummit Tip – Real-Time Session Voting https://tinyurl.com/pbivoting https://bit.ly/2HVi5ej

21. #DataBISummit Tip – Power BI *DevOps • Create Multiple Workspaces from file system • Sync between Workspaces: Dev => Prod Learn more: link1

22. #DataBISummit Tip – Export Power BI Reports from Workspaces • Easily export all your PBIX => Backup? Governance? Learn more: link1

23. #DataBISummit Tip – Governance – DataSet Refresh Monitoring • Use RESTAPI to collect the refresh history • Build a Power BI Report over that data

24. #DataBISummit Tip – Governance – Use AuditLogs • Who see’s what, when and how? • Activate Tenant setting of Office365 • Export & Explore with PowerBI

25. #DataBISummit Tip – Explore Power BI Desktop w/ Excel • Great for data validation & table export • PBIDesktop has an Analysis Services Instance • Discover the TCP Port using netstat, powershell, DaxStudio • Connect with any OLAP client (Excel, SSMS, PowerBIDesktop…)

26. #DataBISummit Tip – Get Data from PowerBI.com • Not Supported! But it works ☺ • Get the connection string from “Analyse in Excel” • Remove the “ClaimsToken” • Use “Get-Data” from OLEDB w/ DAX query • Only works w/ Personal Gateway?

27. #DataBISummit Tip – Export Data from Power BI Desktop • *one-time-only scenarios • Export to CSV / SQL Server • Very handy for one-time-only scenarios • ex: Data Science data wrangling Learn more: link1

28. #DataBISummit Thank You! Questions?

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