Adding Commentary to Your Reports in a Dynamic Way

2 comments

This idea came up purely from a client requirement, and by implementing it I thought wow, this actually has many applications. It’s also not that difficult to implement in Power BI.

I know this happens everywhere in organizations, so I’m sure you can relate, but have you ever created a PowerPoint presentation and then had to fill in some space with  commentary that no one likely will read or remember after the meeting you go to?

The best thing about using this technique is that you will always have a record of the commentary and you can dynamically refer back to it if you want to know why something happened in the past. It also makes people much more accountable for what commentary they write. Maybe that’s a good thing, maybe bad – it depends how your organization operates. Accountability can sometimes be a slightly dirty word within organizations.

Anyways, this is a great technique that works mostly with the data model. So you need to understand how that all works well, but there’s many ways you can swing this, so as you’re reviewing it, certainly think about other types of filters you could place on your data tables.

Any thoughts on how you could apply this? Let me know in the comments.

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2 comments on “Adding Commentary to Your Reports in a Dynamic Way”

  1. What is the point of the date dimension table? When I have had to do this I have generated a text format month & year column from the date within the comment query.

    Is there a benefit of splitting the two up that I am missing?

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    1. In this specific case it wouldn’t really matter, but I would always recommend to use a date table in your models because it’s the most efficient way to filter by many different date dimensions easily. Say you had a fact table millions of rows long, then you don’t want to have to create additional columns to filter by say months or quarters or years. You want the filtering to happen in your lookup tables (ie. date table)

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