1. Solving the Hard Problems
Advanced Power BI
Solving the Hard Problems
Devin Knight, Training Director, Pragmatic Works

2. Will work for cupcakes. Popup books about maintaining a healthy relationship with your miniature donkeys. And supporting cult being investigated by the government. Mainly a collection of internet cat picutres.
About Devin
Training Director
Microsoft Data Platform MVP
Author of 6 books
Runs JSSUG User Group
Blogs at DevinKnightSQL.com

3. Please silence cell phones

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5. Agenda
Solving Data Import Problems Solving Data Model Problems Solving Data Visualization Problems

6. What kind of complex data import problems do you have?

7. Data Import Problems We Will Solve Turning reports into data sources
Running the most efficient queries
Making queries dynamic

8. Turning Report into Data Sources
Name
Position
Start Date
Salary
London
$330,350
Tiger Nixon
System Architect
4/25/2011
$147,350
Shad Decker
Regional Director
11/13/2008
$183,000
New York
$881,445
Paul Byrd
CFO
6/9/2010
$725,000
Caesar Vance
Pre-Sales Support
12/12/2011
$44,445
Donna Snider
Customer Support
1/25/2011
$112,000
Name
Position
Start Date
Salary
City
Tiger Nixon
System Architect
4/25/2011
$147,350
London
Shad Decker
Regional Director
11/13/2008
$183,000
Paul Byrd
CFO
6/9/2010
$725,000
New York
Caesar Vance
Pre-Sales Support
12/12/2011
$44,445
Donna Snider
Customer Support
1/25/2011
$112,000

9. Data Import Problems
Demo

10. Query Folding How Does it Work?
Module 3
Query Folding
How Does it Work?
Query engine pushes work to the data source whenever possible
Ideal for the best possible performance
Functionality depends on the source system
Not all transforms can be folded
Does not work if you write your own native database query
Read this instead of the slide:
The idea behind query folding is pushing all the logic built in an M query back to the server and running it there in it’s native language instead of doing a client side transform of the data.
For example, if you have a 2 billion row SQL Server table you need to connect to in Power Query but you want to filter to only show the last years worth of data. With Query Folding the filter of that data is done on the SQL Server side instead of on the client side. If it did do client side queries that would mean all 2 billion rows would be downloaded across the network and then filtered out.
This is ideal because it provides the best performance but it only works in certain scenarios.
Only works on certain data sources: Most relational data sources: SQL Server, Oracle and Teradata support folding, but so do some of the other sources like OData, Exchange and Active Directory. A text file for example does not have query folding because there is not database engine for the query to be run against
Only works on certain transformations: Depends on what the data source supports. Ask yourself does my data source have the ability to do that transform I’m attempting in it’s own query language
Only works when you use the UI: Doesn’t work when you write your own query. So unless you plan on pushing all your transform logic into a stored procedure then don’t write your own SQL
Unfortunately there is no way of knowing when query folding is taking place while inside of Power Query. You have to use tools like SQL Server Profiler to determine if folding is occurring.
Query folding is not all or nothing. You can have partial folding that takes place. The order your transforms are done can make a difference in how much in folded back to the server. For example, a group by transform should appear before a transform like capitalize each word

11. Query Folding
Demo

12. Parameters and Templates
Module 3
Parameters and Templates
Parameters
Make queries and connections dynamic
Should be used for modifying data imported NOT data that is visualized
Templates
Compartmentalize your Power BI Solution and hand off to others
Includes everything but the data

13. Parameters and Templates
Demo

14. What kind of complex data model problems do you have?

15. Data Modeling Problems We Will Solve Row Level Security
Adding Synonyms to Enhance Q&A

16. Implementing Row Level Security
Module 11
Module 4
Implementing Row Level Security
Role Based Security
Create a Role
Assign Users to the Role
Filter Levels
Filter all rows
Filter individual records
Impersonate Roles
Use View As Roles option to test out security setup

17. Row Level Security
Demo

18. Power BI Q&A User Experience Depends on a Well Defined Data Model
Module 3
Power BI Q&A
User Experience
Uses Natural Query Language to return results
Depends on a Well Defined Data Model
Model relationships
Table and column names
Choosing default fields
Data Category
Default Aggregations

19. Adding Synonyms to Enhance Q&A
Module 3
Adding Synonyms to Enhance Q&A
Why Synonyms are helpful
Users don’t know the names of your tables or columns. Table name T005G in SAP
Users don’t call tables by the same name as you

20. Synonyms
Demo

21. What kind of complex data visualization problems do you have?

22. Data Visualization Problems We Will Solve
Non-measure values in tooltips
Power BI Custom Visuals
Using R Visuals
R Script Showcase

23. Data Visualization Problems
Demo

24. 3 Session Evaluations ways to access
Your feedback is important and valuable.
Submit by 5pm
Friday November 6th to WIN prizes
Go to passSummit.com
Download the GuideBook App and search: PASS Summit 2016
Follow the QR code link displayed on session signage throughout the conference venue and in the program guide

25. Thank You Learn more from Devin Knightor