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Data Modeling Practices & Calculations using Power BI Desktop Paul Turley Microsoft Data Platform MVP [email protected] SqlServerBiBlog.com

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Page 1: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

Data Modeling Practices & Calculations

using Power BI Desktop

Paul TurleyMicrosoft Data Platform [email protected]

Page 2: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

Data Modeling

Page 3: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

Desktop Model

multiple data sources Desktop user

Page 4: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

Deployed Desktop Model

published model, reports & dashboard

multiple organization users

Page 5: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

Enterprise Data Sources

scheduled refresh SSAS live queries DirectQuery

Page 6: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

ScalingUp and Out

Page 7: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

Solution ScopePower BI

Dashboards

Interactive ReportsPower Pivot

Data Model

Power Query Transformations

Power BI Dashboards

Interactive Reports

Server-Hosted Analysis Services

Model

Dimensional Data Mart

ETL Process

Master Data ManagementSmall-scale Solution Using Only Power BI

Large-scale Solution using Power BI with On-premises or Cloud Services

Page 8: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

application data sources

HR/Payroll

Order entry

CRM/ERP

operational data store

managed semantic models

Analytic & operational reports

ETL process

Self-service BI

Copyright 2016, Intelligent Business LLC, SqlServerBiBlog.com

Page 9: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

application data sources

HR/Payroll

Order entry

CRM/ERP

staging /operational data

store

enterprise data warehouse

subject area data marts

managed semantic models

Ad-hoc models & visuals

Executive dashboards

Analytic & operational reports

ETL processes

Full-scale BI Solution

Copyright 2016, Intelligent Business LLC, SqlServerBiBlog.com

staging EDW

Page 10: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

application data sources

HR/Payroll

Order entry

CRM/ERP

staging /operational data

store

subject area data mart

managed semantic models

Ad-hoc models & visuals

Executive dashboards

Analytic & operational reports

ETL processes

Scaled-down BI Solution

Copyright 2016, Intelligent Business LLC, SqlServerBiBlog.com

Page 11: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

data sources stagingmanaged

semantic models

Ad-hoc models & visuals

Executive dashboards

Analytic & operational reports

Data Factory

Scaled-out Cloud Solution

Copyright 2016, Intelligent Business LLC, SqlServerBiBlog.com

Machine Learning

Data Lake

HD Insight

SQL Database/Data

Warehouse

structured

Page 12: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

So Many Choices

Fewer Choices

More Choices

Magic Quadrant for Business Intelligence and Analytics PlatformsFeb, 2016

Ability to execute

Completeness of vision

in the Microsoft tool BI set

Page 13: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

Airline Performance Analysis

• Bureau of Transportation Statistics

• Federal Aviation Administration

• Airline On-time Performance

Page 14: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

Don’t Get Hung Up On Relationships(and other universal life lessons)

Page 15: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

Paul’s Model Design Rules

• There are no “rules”…only “guidelines”

• OK, there really are rules but understand their purpose

• Import only what you need

• All object names should be user-friendly

• Expose each column or member in only one table

• Hide base measure columns

• Create explicit measures (or at least be consistent)

• Format all numeric columns and measures

• Apply dimensional modelling rules where possible (i.e. consolidate measures into fact tables, separate lookup tables)

• OK to use flat, mixed-use tables to keep things simple – sometimes

• Understand the trade-off decisions (scalability, quality, maintainability)

Page 16: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

Datarace Runner Analysis

• About 4,000 competitive racing events, most in southern Europe

• About 2 million competitors

• Data from Timing Data Service

Page 17: Data Modeling Practices & Calculations · Power Query Transformations Power BI Dashboards Interactive Reports Server-Hosted Analysis Services Model Dimensional Data Mart ETL Process

Bi-Directional Relationships(keep an open mind)

1 to M

M to 1

M to M

(drumroll please)