Five practical tips for power Bi (complimentary books at the end of the article)

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Power BI It integrates many practical functions , Some functions even have more than one entry .

The ultimate goal of Microsoft is to let us focus on the idea of data processing and analysis , Instead of looking for low value-added things like function menus .

A good workman does his work well , You must sharpen your tools first .Power BI There are many functions , We need to practice constantly 、 Only by groping can we master .

This article starts from Power BI The improvement of operation efficiency and the standardization and ease of use of the model , Share five practical tips .

Power BI There are many default function settings in , Such as data type detection 、 Relationship detection and automatic date / Time and so on . These functions really bring us great convenience , But when the model becomes complex 、 After the amount of data becomes more , The efficiency of the model will slow down . So we can change the default settings , To achieve the purpose of improving operation efficiency .

Cancel data type identification

stay Power BI in , Click... On the far right of the ribbon “ file ” Button , Select from the pop-up menu “ Options and settings ” command , Click again “ Options ” Button , stay “ Options ” Window to modify the default settings , Check “ Never detect column types and headers for unstructured sources ”, Pictured 1 Shown .

chart 1   Cancel automatic detection of data type

Cancel relationship detection

Canceling relationship detection is also in “ Options ” Setting in the window , choice “ Data loading ” Options , Uncheck the “ Automatically detect new relationships after loading data ” Just check the box , Pictured 2 Shown .

chart 2   Cancel auto detect relationship

Select the columns to load

The columns we load into the model , Not every column is useful , For unnecessary Columns , We should delete it at load time .

stay Power BI Deleting columns in is simple , After selecting a column, right-click it or use the function menu to find the related functions of deleting columns , Here is a very convenient column selection function , Pictured 3 Shown , Check the required column to delete the extra column .

chart 3   Select column function

The following two tips can make the model more standardized ,Power BI It provides us with the Power Query Query and grouping of model metrics , They keep the model simple 、 standard .

Query groups

In the 3 Chapter explanation Power Query when , We applied most of the data cleansing operations to the raw data , Each operation produces a separate query , Queries can be classified according to the type of operation , And set up corresponding query groups , Pictured 4 Shown .

chart 4   Query group management

The query grouping method is very simple , stay “ Inquire about ” Right click below the pane , Choose... From the shortcut menu that pops up “ New group ” command , Name query groups according to requirements , Add notes if necessary , Pictured 5 Shown . After the group is established , You can directly drag and drop related queries into the group .

chart 5   Create a new query group

Measure table

The management of measures is similar to query grouping , You can also group and manage metrics according to their characteristics . Through the measure table , Measures can be classified and managed according to the table or dashboard page , It is convenient for us to find and maintain later , Pictured 6 Shown .

chart 6   Measure table

The method of establishing the measure table is very simple , single click “ Home page ” Tab “ input data ” Button , stay “ Create table ” Fill in the table name in the dialog box , The columns of the table remain the default settings , single click “ load ” button , Pictured 7 Shown .

chart 7   Create measure table

We can move the established measures to the new measure table , You can also directly create measures in an empty table .

Metrics are only relevant to the model , It has nothing to do with tables , So you can put measurements in any table , Have no effect on the calculation . When there are already measures in the measure table , We can use the default generated in the measure table “ Column 1” Hide or delete .

After the measures are gathered in a table , Then you can group the measurements . Switch to model view , stay “ Field ” In the pane , First select the measures that need to be grouped （ Hold down Shift Key to select consecutive measures , Hold down Ctrl Key to select non continuous measures ）, And then in “ attribute ” Paned “ Show folders ” Enter the name of the group in the text box , Press Enter Press the key , Pictured 8 Shown .

chart 8   Create measure folder

We can also set up a secondary folder for the measurements , stay “ Show folders ” Use... In the text box “ \ ” A symbol separates the hierarchy of folders , Pictured 9 Shown . Use “ \ ” Symbols can also create a third layer 、 The fourth level folder . The author suggests that the folder should not exceed three layers , Otherwise, it will be difficult to find .

chart 9   Create a secondary measure folder

Using the above method, you can also manage the fields of the table by category , image Windows The Explorer manages the columns and measures in the model as well , Pictured 10 Shown .

chart 10   Field group folder

This article is excerpted from 《Power BI Data visualization from entry to practice 》, Welcome to this book to learn more ！

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