Techniques To Manage Your Data Model in Power BI

Techniques To Manage Your Data Model In Power BI

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For this tutorial, I want to discuss techniques in managing the relationships between the tables inside your data model. There are a lot of things that you need to remember to make your data model work effectively inside Power BI.

It’s important to create a well-developed data model to help you communicate your business information thoroughly. 

Data modeling is used to connect multiple data sources in Power BI by establishing relationships. A relationship defines how different tables are connected with each other. It’s important to check if the tables have the correct connections to create impressive data visualizations in your reports.

Importance of The Data Model

Before we delve into data model relationships, I want to share with you the importance of getting a data model to work effectively.

data model

First, data modeling helps you optimize your tables and columns. It also improves your model file size and calculation speeds.

Initial tables can be very long and may contain hundreds of rows of information. If your table is huge, it will take a big memory to load it inside Power BI. Moreover, these files can slow down the speed of Power BI. Data modelling optimizes our tables so we can build a model around them instead of having one table where we do everything in it.

Secondly, you need to learn how to segment the common dimensions of your data. These common dimensions are your Customers, Products, Regions, Dates, and Sales transactions. You can group similar columns from your tables and create a separate table for them. For example, you can create a separate table for all data related to Customers or Dates. Then, you can use these tables to build relationships for your model later on.

Data modelling will save you so much time if you know the best practices in creating a data model. Just like the Query Editor, it’s essential to set up your model in the best way possible.

Lastly, it’s important to spend a lot of time in the data modelling area because you need to be familiar with how things here can affect your visualizations and reports. Developing a data model isn’t hard, you just have to experiment, learn how things can go wrong, and learn how to make them right.

Managing Relationships In Your Data Model

You can do simple or advanced data transformations inside the Query Editor before you commit and load them into your model.

After you’ve finalized your data, the next thing you need to check is the data model area.

To do that, click Model in the left-side panel of your report.

data model

This is where you can check how your tables are positioned and if the relationships between the tables are correct. If you have incorrect table connections within your model, it can cause errors in your report later on.

One of the first things that you can do is delete incorrect relationships among the tables. For example, the Products and Regions tables inside the highlighted box are unrelated.

They both contain Index columns that’s why the system automatically created a relationship between them. But in reality, these two tables shouldn’t be related.

data model

To delete this relationship, right-click and then select Delete.

data model

While the system can create automatic relationships between your tables, most of the time it’s incorrect. Because of this, you need to check your modeling area every single time.

If you encounter incorrect connections with other tables, you need to delete them accordingly. This is how you can manage the relationships between your tables inside the data model.

Conclusion

If you’re a beginner user, the data modeling feature of Power BI can be hard to grasp at first. Often, new users have no idea what to do.

You need to understand how data modeling works. It’s essential to build the foundations of your model in the correct and best practice way.

Thanks!

Sam

Membership Banne
Center of Excellence

***** Related Links *****
Power BI Data Model For Advanced Scenario Analysis Using DAX
How To Organize Your Power BI Data Model – Best Practice Tips
Top 3 Best Practices To Organize Your Power BI Models

***** Related Course Modules *****
Power BI Super Users Workshop

Dashboarding & Data Visualization Intensive
Advanced Data Transformations & Modeling

***** Related Support Forum Posts *****
Best Practice Tips For Setting Up The Data Model

My Best Practice Tips For The Query Editor & Data Model
Advice On Data Modeling
For more data model queries to review see here….

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