Best Practices for Power BI modelling

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  • เผยแพร่เมื่อ 27 ม.ค. 2025

ความคิดเห็น • 68

  • @reubenanderson2725
    @reubenanderson2725 6 ปีที่แล้ว +8

    Also;
    - create hierarchies wherever suitable
    - only create relationships if you're actually using them (each relationship also uses memory)
    - as a general rule, just hide all fact tables. if they're a fact attribute you want to filter/slice by.. create a separate table for those.
    - even though you're naming stuff using natural business terms, you still need to be consistent across the model. e.g. is it Sales Amount Total, or Total Sales Amount? ... The most important thing is that a user needs to know where to find something and what it means - without needing you to explain it.

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว +1

      Thanks for sharing, I need to make a new video :)
      /Ruth

    • @reubenanderson2725
      @reubenanderson2725 6 ปีที่แล้ว +1

      Ha!

  • @barttitulaerexcelbart9400
    @barttitulaerexcelbart9400 6 ปีที่แล้ว +7

    Thank you Ruth: I will give it a try to add some:
    1: use separate tables for measures, see Sam McKay's video's. Enterprise DNA. If you have many...
    2: In relationship view: Fact tables below, dimension on top, see book of Collie and Singh. (filters flow down, mostly...)
    3 I use underscore and no spaces in names, this might avoid the quotes...
    4: document (with remarks in measures)
    Question: is there a way to list all you measures in the model? Name and formula?

    • @jakael02
      @jakael02 6 ปีที่แล้ว +1

      ^^^ #1, #2

    • @MegaBordalo
      @MegaBordalo 6 ปีที่แล้ว +1

      #3 is particularly pertinent specialy because the quotes in code. But with space is more visually appealing.

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      Thanks Jose:)
      /Ruth

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      Thanks Jose:)
      /Ruth

    • @РоманКузнецов-х1ы
      @РоманКузнецов-х1ы 6 ปีที่แล้ว +1

      You can list measures using dmv. Google for pbi measure dependencies topics

  • @jeroendekk1
    @jeroendekk1 6 ปีที่แล้ว +3

    Great tips, some real eye openers. Also your presentation style is awesome!

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      Thaaaanks! 😊
      /Ruth

  • @andrecavasotero6234
    @andrecavasotero6234 6 ปีที่แล้ว +1

    Excellent tips. Since you've asked for more here's one: I've already been able to change the column or measure name only in the graphics interface (in the values, legebd, or columns field). So, I have been able to give more friendly names to the measures and columns in the graphs at the time of formatting, without having to change the data model.

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว +1

      Thanks for sharing, I need to make a new video :)
      /Ruth

    • @andrecavasotero6234
      @andrecavasotero6234 6 ปีที่แล้ว +1

      Thanks for sharing your videos, I learn from the tips and your practices. Keep making videos like this. By the way, as a football fan, I'll follow the results of the games for your dashboard in Power BI, that's fun.

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      Then I hope it will work when I am ready! 😂😂😂
      /Ruth

  • @learnspreadsheets
    @learnspreadsheets 6 ปีที่แล้ว +1

    Great video. I have some: use 1. //comment on measures after them. 2. Create an excel file with all measures and their descriptions (using dax studio/manual. 3. Make dates work (format as date table, sort by columns, hide other date columns), 4. Synonyms/linguistic schéma 5. Data viz tricks: edit interactions, alignment, report tooltip, check colour scheme.

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      Fantastic!! Thanks :)))
      Happy Friday!
      /Ruth

  • @mohamedaboobackersiddique7322
    @mohamedaboobackersiddique7322 6 ปีที่แล้ว +1

    Thanks Ruth for your great tips. ofcourse business term name in the model will help the natural query much better.

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      Exactly I forgot to say that!
      /Ruth

  • @NorbertoVeraReatigaNVR
    @NorbertoVeraReatigaNVR 6 ปีที่แล้ว +1

    Gracias Ruth, excelentes comentarios sobre como entregar algo muy entendible y de fácil uso a los consumidores de nuestros modelos!

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      Gracias Norberto! Cuáles son tus trucos? Estoy segura de que tienes muchos :)
      /Ruth

  • @Phoenixspin
    @Phoenixspin 5 ปีที่แล้ว +1

    My best practice is simply to hire this woman.

    • @CurbalEN
      @CurbalEN  5 ปีที่แล้ว

      Thanks! :)
      /Ruth

  • @lorikeller9462
    @lorikeller9462 3 ปีที่แล้ว

    Do you have a link to the Radacad team's tool?

  • @mathew9665
    @mathew9665 6 ปีที่แล้ว +1

    Hi Ruth,
    Nice video, we do need to remember the end user. also I agree with Bart, on having a separate measure table.
    I've started to build my own tables for grouping name and there sorting order. It works for me
    Cheers
    Mathew

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว +1

      I never use separate tables for measures. I think it is a better Experience to put the measures where they “belong”.
      /Ruth

  • @wmfexcel
    @wmfexcel 4 ปีที่แล้ว

    Nice series of videos.
    I agree with you on the business friendly names. Having said that, I would give a prefix "d_" and "f_" to dimension and fact tables respectively. The reason is simple, have all the "Dimension" and "Fact" tables being grouped together under "Field". As all tables will be sorted in ascending order. Having the prefix would "force" all dimension tables together.
    Also, I will create tables for measures (instead of having them sitting on everywhere). WHen this is in place, I could provide hide all fact tables. No confusion to users. Yeah! 😉

    • @CurbalEN
      @CurbalEN  4 ปีที่แล้ว

      I have tables get sorted alphabetical (users don't know what a fact or dimension table is and they don't care either) and I NEVER use measure tables. I think that is a terrible practice. Measures should be stored where they "belong".
      As you see, the exact opposite!! 😂😂

    • @wmfexcel
      @wmfexcel 4 ปีที่แล้ว

      @@CurbalEN yes it’s totally opposite. But I really like the idea of measures tables. Indeed i group measures into different tables for better experience

  • @Jonathan.Tovar.1988
    @Jonathan.Tovar.1988 6 ปีที่แล้ว +1

    Excelentes recomendaciones. Gracias Ruth !!!

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว +1

      Gracias Jonathan!!
      /Ruth

  • @heroncarlos7464
    @heroncarlos7464 6 ปีที่แล้ว +1

    Excelent Ruth!!!! , thanks a lot

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      Perfect :)))
      Glad some of them helped!
      /Ruth

  • @mshparber
    @mshparber 6 ปีที่แล้ว +1

    Excellent tips! Thanks a lot!

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      You welcome Michael :)

  • @NawazAhmadsans
    @NawazAhmadsans 6 ปีที่แล้ว +1

    Great Ruth,
    You are bunch of information, thanks!!!!
    //Nawaz

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      😂😂😂 I have all kinds of facts to share ;)
      /Ruth

    • @NawazAhmadsans
      @NawazAhmadsans 6 ปีที่แล้ว +1

      Really you have!!
      keep sharing :-) :-)
      //Nawaz

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      :)
      /Euth

  • @bradj229
    @bradj229 4 ปีที่แล้ว

    Great idea about short date be date time compression benefits 👍

  • @fabriciouerj
    @fabriciouerj 5 ปีที่แล้ว

    Hi Ruth. Great tips!
    What are your thoughts on connecting Power BI directly in an OLTP database? I'm a DBA, and now have to explain why that's not a good idea (at least, it seems like that to me). Do you have a video where you cover that kind of subject?
    Thanks!

    • @CurbalEN
      @CurbalEN  5 ปีที่แล้ว +1

      Hi Fabricio!
      No, but I will soon ;)
      In the meantime, check this resource out (the challenges part), in my opinion the same challenges apply to power bi:
      docs.microsoft.com/en-us/azure/architecture/data-guide/relational-data/online-transaction-processing
      /Ruth

    • @fabriciouerj
      @fabriciouerj 5 ปีที่แล้ว

      ​@@CurbalEN Thank you so much for taking the time to answer me. I really appreciate it. I'm really looking forward to this video.

    • @CurbalEN
      @CurbalEN  5 ปีที่แล้ว +1

      It is on my list, I will definable do a vid on that ;)
      /Ruth

  • @alfredsfutterkiste7534
    @alfredsfutterkiste7534 4 ปีที่แล้ว

    Hello, working through you data modeling playlist. Random question: what was the inspiration for the name 'Curbal'?

    • @CurbalEN
      @CurbalEN  4 ปีที่แล้ว

      Hi,
      Here is the explanation!
      m.th-cam.com/video/DiE-STtiRFo/w-d-xo.html
      /Ruth

  • @techwithrobert
    @techwithrobert 6 ปีที่แล้ว +1

    Grymt. Tack så mycket =)))

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      Varsågoda!! ;)
      /Ruth

  • @sandipansarkar9211
    @sandipansarkar9211 ปีที่แล้ว

    finished watching

  • @didierterrien6933
    @didierterrien6933 6 ปีที่แล้ว +1

    Dear Ruth,
    Once again a very useful great video!
    I would recommend not to use upper case in each word until there is no acronym.
    Sales territory but not Sales Territory if ST is not an acronym
    Cheers

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      Just curious, why not?
      I would say no to acronyms ;)
      /Ruth

    • @didierterrien6933
      @didierterrien6933 6 ปีที่แล้ว +1

      I mean there is no use to put some letters in uppercase within a sentence/title if an acronym doesn't exist
      So, "United States of America" is ok but "United States Of America"(o is upper case) is not ok
      I would write "Sales territory" and not "Sales Territory"
      But it is my perfectionist side ;)

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      Oh got you, I though it was a technical reason, but I get your humanistic reason and I agree with you :)
      Thanks for sharing!
      /Ruth

  • @gayathriganesan7433
    @gayathriganesan7433 5 ปีที่แล้ว

    Ok, Fully not related to the topic. Where can I start practicing visualizations using PowerBI? I pretty much know the basic functionality(so not loooking for that).

    • @CurbalEN
      @CurbalEN  5 ปีที่แล้ว

      Maybe this will help?
      m.th-cam.com/video/pRxQyYEgfrI/w-d-xo.html
      It is a 3-part series. There is more content on the channel, take a look.
      /Ruth

  • @Enties
    @Enties 6 ปีที่แล้ว +1

    Nice video! Great tips! Iam putting also -coments to my measures if needed and as well descritions to field descriptions.
    Also using X formulas instead of creating columns is good practice fot performannce.
    Putting majority of keys as texts eventhoug theirnare numbers.
    Creating seperate tables for measures.
    Also putting tables in diagram view always to star / snowflake schema.

    • @CurbalEN
      @CurbalEN  6 ปีที่แล้ว

      Thanks for sharing, I need to make a new video :)
      /Ruth

  • @alfredsfutterkiste7534
    @alfredsfutterkiste7534 4 ปีที่แล้ว

    But I love how camelCasing looks :(

    • @alfredsfutterkiste7534
      @alfredsfutterkiste7534 4 ปีที่แล้ว

      I agree however with business-friendly names. But you will pry my camelCased's VAR's in measures from my cold, dead hands! ;)

    • @CurbalEN
      @CurbalEN  4 ปีที่แล้ว

      @@alfredsfutterkiste7534 you should! Almost nobobody will see them 🤫🤫