STOP publishing your Power BI report until you do these 5 things!

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Your Power BI report could be slow and not functional. Publishing to Power BI may also show you your ugly baby. Patrick has you covered with 5 things to do before publishing to get that cute baby!

Power BI Tips: External tools


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Every time I watch one of your videos I come away with two things:
1) a little bit more knowledge, even when it is a topic I thought I knew
2) a ton of motivation to try it out
Thanks for helping me to keep learning.

mkngh
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Every time I watch GIAC channel, I learn something new and take those tips to the workplace. Thanks team.

charlesutton
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It's a great set of steps to follow and in the perfect world it is what should be done. The challenge is that it puts "you" as the report creator in the middle between Senior Management and the actual report users. Management will want the report live yesterday because there is a cost, business users you go and ask "Hey is my baby ugly?" to have a habit (especially with Power BI) of saying "That's great... but". The challenge will then become about sticking to scope and not doing new work when you're optimising the model, then DAX then Visuals. If everyone was on the same page though I would love to see this done a lot more. Ha hark at me a Consultant being in favour of giving himself more chargeable work... So in theory yeah, but in practice the expectation is on "you" to capture requirements, build the model and optimise it before seeking that Change/RFC/note from Mom to publish to Production, then issues should be picked up as ongoing improvement activities. 😢

rosswaterston
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Great video Patrick, talking to end users is such a key step to the whole process, im glad you focus on that a lot

SolutionsAbroad
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That hot swap is bananas. It totally drove me nuts to upload my dataset with each change. Thank you 🙌

BIGorilla
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Nice! Thanks for pointing out that creating reports is an iterative process. I'll be watching this video once in a while.

foodieguy
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Love this video. As a freelancer, I always want to build in a 'review' portion into the timeline for producing the report. But what I find is that the customer doesn't recognize the importance of that step. Now I tell them in advance that for me to work on the project, there HAS to be a review process. A first draft of a report is almost always just that--a first draft and needs revisions!

alt-enter
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Giant dog waking LOL at "They may tell you your baby is ugly". Just found this channel and have been loving it so far.

JimTinsky
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excellent suggestions . Especially splitting the data and the reports. Did not even know I could do that. Would love to see a video on advantages of doing this. Great suggestions but that background distracting and annoying. You're a brilliant guy. You don't need any background sound affects. Your intelligence is enough to keep us paying attention.

officesuperhero
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I should show this video for the management. Sometimes I dont have a day to create a report from scratch. Not even to create the model in power bi, but to prepare the data source in other systems.

PeterNovakIng
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Please bring in more project governance topics like this. Is there a video that explains DEV PROD environment with split report and data model concept?

devashishjain
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Great stuff, Patrick. There are some VERY valuable concepts / ideas in that video for me. I'll start immediately redesigning the things I've produced so far. Cause I definitely want "them" to say: That's a beatiful baby. Not sure where to get that lego figure, but one step at the time :-) Thanks again

flchange
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Thanks Patrick. This is a very sensible video. It encourages us, whether we like it or not, to put ourselves in the shoes of the report consumer. As a new Power BI user/creator, I am only on the surface of what is possible. My users are even further behind, and it is no surprise that they are overwhelmed when they see what Power BI can do. It's like, "Wow, Microsoft finally has a product that gives us a dynamic view of data that isn't ugly, and I don't know if I can handle that!". Patience...

jackmckinnon
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Awesome, I'm just starting and this is great to, I also took note fore future reference when I start to publish

redfourty
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Yes, also before deploying, model size estimates, cos not all models can fit in pro, which again depends on requirement collection step, but traditional report users say "we need every column, we may use it" and they don't feel like it's a columnar database, rather a relational database to write queries and get results..

Bharath_PBI
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On that separation (Model / Visual). Good tip although... There is a bug that When published, dataset duplicates data source and do not allow Gateway Selection because of that. And there is another issue that if you switch dataset behind report it will create a copy with the same name when published, instead of replacing it. Both combined are making managing this super annoying.

mateuszhanczuk
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where do you get music in the video from?. I like it

diamondunbreakable
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hi guys ... if you get the data separed from the reports the ROW LEVEL acces granted to users would work?

ANDRESAPONTEP
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Where is that video that you told about to split power bi report into dataset and visuals?

artemkeller
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How to connect DAX studio with the live data publish on PBI service ?

samanateeq