Power BI Developer Cheat Sheet 1734120336

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Power BI

Developer
Cheat Sheet
Presentation - 2024
1. Power BI Essentials
Data Sources:
Excel, SQL Server, Azure, APIs, CSV, JSON,
etc.

Power Query:
ETL (Extract, Transform, Load).

Data Model:
Relationships and calculations.

Visualizations:
Charts, tables, KPIs.

Common File Types:


.pbix (Power BI file), .pbit (Template), .pbids
(Data source).
2. Power Query Tips

M Language Basics Transformations

let and in define the query steps. Split/merge columns, unpivot,


Syntax: StepName = Expression. pivot.
Replace values and filter rows.
Custom Columns: Write logic
using M language (if...then...else).
3. Data Modeling

Key Concepts:
Star schema is preferred for efficiency.

Define relationships:
Many-to-One, One-to-One, etc.
Set the relationship's cross-filter
direction.

Best Practices:
Avoid bidirectional filtering unless
necessary.
Reduce cardinality of relationships.
4. DAX (Data Analysis Expressions)

Syntax Basics Aggregations Logical Time Intelligence Filters


Measures: Measure = SUM(), AVERAGE(), IF(), SWITCH(). TOTALYTD(), CALCULATE(), FILTER().
SUM(Sales[Amount]). COUNT(). DATESYTD().
Calculated Columns:
NewColumn =
Sales[Amount] * 0.1.

Key Tips:
Use variables (VAR) for better performance.
Avoid calculated columns for large datasets; use measures.
Setting
Performance Goals
5. Visualizations

Chart Types
Bar, Line, Pie, Matrix, Card, Map, Waterfall, Funnel, etc.

Formatting
Use consistent color schemes. Add tooltips and labels for clarity.

Interactivity
Enable drill-through and slicers. Use bookmarks for storytelling.
6. Performance Optimization

Query Performance Model Performance Reports


Reduce data size in Use aggregations and Limit visuals per page.
Power Query. summary tables. Optimize visuals by reducing
Avoid too many Optimize DAX expressions data points displayed.
calculated columns. (SUMX, CALCULATE carefully).
7. Deployment & Sharing

Publishing
Publish to Power BI Service.
Use Power BI Report Server for on-premise solutions.

Sharing Options
Share dashboards and reports via workspace.
Embed reports in apps or websites.

Gateways
Use on-premises data gateways for live connections.
Power BI Apps: Package dashboards/reports for distribution.

Supervision Or Monitoring
Use Power BI dashboards to oversee key performance metrics in real-
time, ensuring effective tracking of operational activities.

Business Period Evaluation


involves analyzing performance over specific time frames to identify trends
and growth opportunities. Power BI simplifies this by providing interactive
visuals for comparing metrics across different periods.
8. Power BI Service

Dashboards
Combine visuals from multiple reports.

Dataflows
entralized ETL pipelines.

Scheduled Refresh
Automate data updates.

Workspaces
Manage content permissions (Admin, Member, Viewer roles).
Collaborate with team members.
9. API and Embedding

Power BI REST API Key Features


Automate report and dataset management. Interactive visuals and real-time data insights
Use APIs for embedding and refreshing embedded directly into apps.
datasets.

Embedding Reports Use Cases


Embedding analytics for internal teams in
Use Power BI Embedded for integrating into enterprise apps.
applications. Providing interactive dashboards to
Authentication via Azure AD. customers in a SaaS platform.
10. Tools and Resources
Helpful Tools

DAX Studio
Optimize and debug DAX queries.

Tabular Editor
Manage models efficiently.

ALM Toolkit
Manage model deployments.

Power BI Helper
Analyze report dependencies.
Resources:

Microsoft Docs
Official documentation.
Community Forums and Blogs.
Thank You
For Your Attention

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