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Workloads-Specific/PowerBi/BestPractices.md

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- [DirectQuery optimization scenarios with the Optimize ribbon in Power BI Desktop – Microsoft Learn](https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-optimize-ribbon-scenarios)
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- [What is Microsoft Fabric for Power BI service users?](https://learn.microsoft.com/en-us/power-bi/fundamentals/fabric-power-bi)
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- [Tutorial: Microsoft Fabric for Power BI users – Microsoft Learn](https://learn.microsoft.com/en-us/power-bi/fundamentals/fabric-get-started)
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- [Automate deployment pipelines with APIs for Power BI items – Microsoft Learn](https://learn.microsoft.com/en-us/fabric/cicd/deployment-pipelines/pipeline-automation)
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- [Automate deployment pipelines with APIs for Power BI items – Microsoft Learn](https://learn.microsoft.com/en-us/fabric/cicd/deployment-pipelines/pipeline-automation)
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- [Understand star schema and the importance for Power BI](https://learn.microsoft.com/en-us/power-bi/guidance/star-schema)
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</details>
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<details>
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- [Architecture Examples](#architecture-examples)
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</details>
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---
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## Clear Dashboard and Report Structure
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> Ensure that your Power BI dashboards and reports are organized, visually cohesive, and provide clear insights at a glance.
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> **Report**: SalesPerformanceReport
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```mermaid
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graph TD
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A[Data Model] --> B[DAX Measures]
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B --> C[Visualizations]
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C --> D[Dashboard Overview]
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```
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1. **Data Model**: Use a star schema to separate fact tables from dimension tables for clarity and efficiency.
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2. **DAX Measures**: Implement clear DAX measures with inline comments to describe the underlying logic.
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3. **Visualizations**: Combine various visuals (charts, tables, slicers) to provide interactive data insights.
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4. **Dashboard Overview**: Summarize key metrics and trends on a dedicated overview page.
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<div align="center">
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<img src="https://github.com/user-attachments/assets/81603a8a-796c-4ee0-94b3-84164c821abf" alt="Centered Image" style="border: 2px solid #4CAF50; border-radius: 5px; padding: 5px;"/>
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</div>
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From [Understand star schema and the importance for Power BI](https://learn.microsoft.com/en-us/power-bi/guidance/star-schema)
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## Parameterization and Dynamic Content
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> Enhance report flexibility by using parameters and dynamic expressions.
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| **Enable Incremental Refresh** | Set up incremental refresh policies to refresh only new or modified data, reducing load time and resource usage. | Use the [Data refresh in Power BI](https://learn.microsoft.com/en-us/power-bi/connect-data/refresh-data) guidelines to configure incremental refresh for large datasets. |
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| **Data Partitioning** | Partition your data by logical segments (e.g., date ranges) to target refresh operations more efficiently. | Partition sales or transaction data by month or quarter so that only the most recent partitions are refreshed during scheduled updates. |
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> Click to read [Incremental Refresh for Reporting - Overview](./Workloads-Specific/PowerBi/IncrementalRefresh.md)
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### Optimized Refresh Schedules
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- **Staggered Refreshes**: Schedule refresh operations during off-peak hours to balance resource consumption.
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- **Monitoring Refresh Performance**: Follow best practices in [Configure scheduled refresh](https://learn.microsoft.com/en-us/power-bi/connect-data/refresh-scheduled-refresh) to monitor and troubleshoot scheduled refresh cycles.
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https://github.com/user-attachments/assets/61780cc9-5778-4c55-8f05-ffbaedd7802c
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## Data Modeling and DAX Optimization
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> Build robust data models and optimize DAX calculations to ensure high performance and maintainability.
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| **Best Practice** | **Description** | **Example** |
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|---------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
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| **Define RLS in Power BI Desktop** | Use Power BI Desktop to create roles and restrict data at the row level. | Implement RLS by defining roles such as `SalesManager` and applying DAX filters (e.g., `[Region] = USERPRINCIPALNAME()`) as described in [Row-level security (RLS) guidance in Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/guidance/rls-guidance). |
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| **Test RLS Thoroughly** | Validate security settings using the “View as Role” feature before publishing your reports. | Verify RLS filters by simulating different user roles to ensure users can only view allowed data, following practices from [Row-level security (RLS) with Power BI – Microsoft Fabric](https://learn.microsoft.com/en-us/fabric/security/service-admin-row-level-security). |
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| **Test RLS Thoroughly** | Validate security settings using the “View as Role” feature before publishing your reports. | Verify RLS filters by simulating different user roles to ensure users can only view allowed data. |
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| **Optimize RLS Implementation** | Apply RLS filters preferably on dimension tables so that filtering propagates efficiently through relationships. | Structure RLS so that filters on the Customer or Region tables automatically restrict the related fact table data. |
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## Source Control and Collaboration
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> Leverage version control systems and collaborative workspaces for efficient report deployment and teamwork.

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