Data Modeling Techniques in Power BI

Name: Data Modeling Techniques in Power BI
Author: Elizabeth Vergara

In this chapter you’ll learn advanced data modeling using Power BI Desktop. We’ll explore Power BI Options and learn how to migrate an excel PowerPivot and…

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Course: On-Demand

In this video, we will review Power BI Options. Let's get started, let's navigate to Power BI Options and settings. First we'll go to file, options and settings and click on options. Here we're presented with the Power BI global and file-based options. We can see global options that applied to new Power BI desktop files, that could be turned on and off and file specific options and settings. We see that we can set properties to allow Power BI to detect column type headers for unstructured data, we can automate date and time to generate a hierarchy when used in reporting using the time intelligence auto date time. Furthermore, we can clear cache, which is helpful oftentimes when we're troubleshooting a problem and we need to clear the cache within Power BI desktop. In the power query editor, we can configure options to display the query settings pane, formula bar, monospaced font, white space and new line characters as well as enable Parameters and IntelliSense. In addition, there are settings for R and Python scripting to check the installation of R and Python connected to Power BI. You can set specific security properties and privacy levels for each data source using the security and privacy tabs. In the regional settings, you can change the default language displayed. In the update section, you can enable or disable notifications when Power BI desktop new version is available. You can enable or disable sending Microsoft usage data in this particular property, and diagnostic settings, you can enable or disable tracing geocache or geocoding cache rather, crashed on collection and query diagnostics. And in the previous features, you'll see Power BI desktop preview features that are not yet available in general use which you can enable or disable by clicking on the checkbox. There are settings for also auto recovery to store information every specified minutes, as well as the recovery path location. In the current file settings, you can disable or enable cross filtering and highlighting under the current file and query reduction. You can also set instantly a place Eisler or require an apply button for each of the filter on the entire filters pane. There are options in the report settings to allow filters to persist in powerbi.com, Also to export summarized and underlying data as well as options to allow users rather to change filters and search within the filters page. You can also set cross report drill through and allow personalized visualizations for end-users. In summary, this properties configuration is a good thing to be aware of whenever you want to customize global or current file settings. This concludes our session on Power BI Options. Thank you for watching.

Intermediate Provider : Elizabeth Vergara 7 Lessons · 32m in Arabic, German, English, Spanish, French, Portuguese, Chinese

Course Description

In this chapter you’ll learn advanced data modeling using Power BI Desktop. We’ll explore Power BI Options and learn how to migrate an excel PowerPivot and Power View report into Power BI Desktop. In addition, we’ll learn a complex modeling design called many to many and bidirectional filters. Furthermore, we’ll learn how to set modeling properties to enhance the data model, as well as incremental refresh, which will improve the performance of our data load times. Finally, we will explore role and row security to limit data available to specified users and learn how to improve performance on reports using aggregations.

What You'll Learn

Configure Power BI Options and migrate an Excel PowerPivot and Power View report into Power BI Desktop
Build complex data models using many-to-many relationships and bidirectional filters
Set modeling properties and apply incremental refresh to improve data load performance
Implement role and row-level security to limit data available to specified users
Improve report performance using aggregations
Build advanced reports and dashboards with features like the Analytics pane reference lines, custom visuals, R and Python visuals, Q&A, conditional formatting, grouping and binning, drill through, and mobile reports

Key Takeaways

The chapter covers advanced data modeling in Power BI Desktop, including migrating Excel PowerPivot and Power View reports.
Many-to-many relationships and bidirectional filters are presented as a complex modeling design technique.
Incremental refresh is used to improve the performance of data load times.
Role and row-level security can be used to limit the data available to specified users.
Aggregations are used to improve performance on reports.

Frequently Asked Questions

What does this Power BI chapter cover?

It covers advanced data modeling using Power BI Desktop, including Power BI Options, migrating an Excel PowerPivot and Power View report into Power BI Desktop, many-to-many relationships and bidirectional filters, setting modeling properties, incremental refresh, role and row security, and aggregations.

What skills will I gain from this course?

You will build skills in Business Intelligence Data Modeling, Data Modeling, Data Visualization, Microsoft Power BI Embedded, Pivot Tables and Charts, and Power BI.

How does this course help improve report and data performance?

It teaches incremental refresh to improve data load times and aggregations to improve performance on reports.

How can I restrict which data users can see?

The course covers role and row security to limit the data available to specified users.

What lessons are included in this chapter?

The lessons are Power BI Options, Import a Power Excel Report, Many to Many and Bidirectional Filters, Working with Properties, Incremental Refresh, Security, and Aggregations.