Microsoft Power BI is recognized by Gartner as a leader for the fourteenth consecutive year in the 2021 Gartner Magic Quadrant for Analytics and Business Intelligence Platforms. It is, without a doubt, one of the key business intelligence (BI) tools currently in the market.

Authoring reports in Power BI

Organizations use Power BI to build robust reports and custom dashboards making it easy to get answers to complex questions. As a self-service analytics tool, it is highly accessible by business users and it shines in the hands of data analysts who are often referred to as report creators.

Typically, you use Power BI Desktop (a free download from the Microsoft Store) on your workstation to create both the data model and the reports that visualize the data.

The data model is built by specifying the data sources (often tables, views, or queries of a database, or data files like CSVs or Excel workbooks), organizing the source data into tables, relating those tables together, and often creating measures that are calculations on columns in the tables. Then, after loading the data from the sources, you switch to the reports page and start making things of beauty! Finally, you publish the data model and reports to a workspace in App.PowerBI.com.

By the way, building a good data model can be harder than it looks. Imaginet can help with our Data Engineering services.

However, what if there are several people who are tasked to create reports?

Maybe you each have a copy of the Power BI Desktop file (.pbix file) that was used to create the data model and contains the reports as published. Or maybe each person downloads the pbix file from App.PowerBI.com.

If it’s a big data set, then that can take a while to generate and download. Or it’s a really large file to put into a source code repository and share that way.

People who played the report creator role at least once when using Power BI Desktop presumably created a report in a new tab and likely came across one or more reports in the original data model file.

 

The Problems

Teams that maintain multiple reports in a single pbix file and publish them to a Power BI Workspace sooner or later hit the wall on the following problems:

Speed

When testing new measures and validating recent data, the model needs to be updated, and often a table that has millions of rows can take a long time to load. In extreme cases, you might choose to sample or restrict the data to reduce the processing time during development. This adds complexity and increases the possibility of configuration errors during publishing. (Oops, you just published the data model with only one month of data, not five years!)

Version Management

If you are working with other report creators on the same data model file, there is always a risk for one of you to overwrite each other’s changes. Some extra communication is required to manage the most recent version of the data model file and what could be added/deleted.

 

The Solution

To solve this problem, Microsoft allows you to connect a new Power BI file to an existing published dataset in a Power BI workspace so the authoring process can be flexible and simple.

A good practice is to create the data model without any reports first and publish it. Then, in a new file, connect to that published dataset.

 

The Benefits

Connecting to a dataset is perfect for ad-hoc analysis and measure validation. Reports get fresh data without loading times. The data will always be up to date when scheduled refresh is enabled. And you can take advantage of a great recent feature called DirectQuery for Power BI datasets (preview).

When you are authoring reports in a pbix file that is connected to a dataset, you will notice that the Data tab is not available as the dataset already contains all the data from various sources. The Model tab shows the table relationships, and the Report tab has all the original tables and measures from the data model (non-editable) but you can still create new measures in a single report.

You can create a pbix file for each different business domain so report creators can author and publish reports separately. The size of these pbix files is small because they contain no data (only the report definitions) so they are nicely manageable in file systems or source code repositories.

Need help?

If your organization has pain points when dealing with Power BI practices or is considering incorporating Power BI as your go-to analytics tool, Imaginet can help. For over 15 years, Imaginet has helped organizations gain powerful insights from the data they already have.

Ready to start making better data-driven decisions?

Contact us today to schedule a free consultation.

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Bruno Illipronti

About Bruno Illipronti

Bruno Illipronti is a Business Intelligence Developer at Imaginet. He has more than six years of experience in data development and worked on several projects supporting business initiatives and data-driven decisions utilizing analytic skills and data engineering techniques.

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