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

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
powerbi.tips/2020/08/hot-swap...
Splitting a Power BI (PBIX) File into a Dataset and Lean Report File (@HavensBI)
• Splitting a Power BI (...
Consolidating report elements for improved performance (@ChrisHamill17)
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[@mknights5618]

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.

[@GuyInACube]

Love that! Appreciate you watching and learning 👊

[@fl4ch2ange]

True story!

[@mrsmrk0771]

Yes, the same for me. I suggest to follow "Guy in a Cube" to all my Italians collaugues to improve their PBI knowledge!

[@SolutionsAbroad]

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

[@BIGorilla]

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

[@jackmckinnon8073]

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...

[@foodieguy4833]

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

[@charlesutton]

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

[@JimTinsky]

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

[@naresh71124]

Great tutorials guys ❤ Thanks for knowledge sharing. It literally helps us 👐

[@marcosoliveira8731]

I´ll start using these steps from now on.

[@radhikapatel8358]

Step 1 now makes so much sense! Shall always always follow this. I was doing this in the service (making reports from published datasets), but service has some limitations (can't create measures :S)

[@red2fourty650]

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

[@Bharath_PBI]

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..

[@rosswaterston]

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. 😢

[@Bharath_PBI]

Yes agree, additionally including testing of the reports, validating data, and hearing that "is power bi capable to handle this?" From traditional bi report users.. I have to go beyond the allocated hours to get things right.

[@GuyInACube]

Agreed. Scope creep is a thing. It is a hard balance.

[@fl4ch2ange]

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

[@GuyInACube]

haha indeed. Glad it gave you some thoughts of how to improve your reports 👊

[@stephenc7077]

Love the videos, learn a lot. I'm already breaking up my report and data into two different PBIX files. I noticed that you copied the query after using the performance analyzer to find any DAX improvements. DAX Studio does not allow us to use a live connection, so I need to open the PBIX for the data model and connect to that. Am I losing more functionality by having the PBIX split?

[@HabariYaMere]

Thank you, another great one to share with my colleagues!

[@officesuperhero9611]

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 music.....too 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.

[@DPFierce]

Excellent tips Patrick!! Thanks!

[@alejandraescobedo9225]

Great tips! Love the channel, I have learned so much!!

[@devashishjain5493]

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?

[@alt-enter237]

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!

[@GuyInACube]

Agreed. Most don't spend the time on it and need things "now". There are varying degrees of that, but I feel that most folks overlook it.

[@lovishsood4893]

You get freelancing on POWER BI!!! Why not me?? (Crying in the corner)

[@kinjalkumartailor279]

All of your videos are very helpful. Thank you for your hard work. I have question regarding one of the problem i am facing: I want to connect Power BI to my MS Project Standard desktop version. Can you please suggest how i can connect ?

[@tobioluwafunmise119]

I am glad you hearing this from Patrick. This has been my adoption since April and using Dataflow with it.

[@PeterNovakIng]

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.

[@mateuszhanczuk2043]

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.

[@sifisongobese3113]

Ah-Mazing thanks you guys truly do help.

[@jimmyd7377]

Love you guys! So we are not quite there with a Data factory and are still running pro as not viable for premium yet. but for reports that need to be love trying to keep on top of everyone who puts sql scipts to direct connect is proving challenging. any tips? we are using dat sets for most and data flows for others but som people need to model the data so need the direct connection.

[@MidknightFooMan]

I add a definitions page, and a changes between revisions

[@blackshep01]

This is brilliant. Thank you!

[@chandrapamidikalva3277]

Hi , is there any specific guide lines for which type of report which visual is better?

[@waysilentbob6976]

Great video. I've definitely seen some Report Babies that look like the baby from Tim & Eric's Where's My Chippy (between you and me, I may have contributed to some). Even getting an idea of where to start making things better is really valuable. I like the background music btw, I was playing along on the guitar while watching the video!

[@VeganSmasher]

I LITERALLY laughed out loud at the ugly baby reference and graphic. Perfect!

[@KakaCat69]

Hey .. Im a newbie to your PowerBI and your channel. Watched a few vids , its been great, thanks! Question : I am using Direct Query to a source which is not one of the list that Power BI knows. (1010 data, had to install odbc driver and 1010data connector for this). I publish report , go into Services , can see the report, however I get an error message saying it does not recognise the source.

[@heniekheniek1781]

Haha love the little edits like "the cute little baby" with the holy music :D

[@danielmudie605]

I'm a bit confused by Step 4 - Optimize Your DAX. I understand that I can use DAX Studio to look at the DAX that Power BI sends to the data model when a visual is refreshed. But what benefit is there of optimizing that query? Doesn't Power BI decide what query to issue against the data model? Can I force Power BI to use a specific query for a visual? Or did you mean, optimize the data model? Thanks Patrick, your videos are awesome! (And I thought the music was fine 😊)

[@spookybeach]

What's the dope music you chose for this video? Thanks for making these videos!

[@ANDRESAPONTEP]

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

[@aichakhadir3531]

Hello ; I congratulate you on the very important and instructive tutorials. I would like to calculate the cumulation per fortnight and per month and camparer it on the same date of the previous campaign (which begins in June and ends at the end of May). Could you tell me what should I do please? Thank you in advance

[@samanateeq3203]

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

[@PatrickBellWebDev]

Hey guys - this is awesome! I'm in the middle of deploying PowerBI for our international branch. These videos are really helping sell it even from a BA point of view.

[@constantfear]

This would be a great add in to pbi a switch to go to Dev Vs Prd which does all this

[@Williampqt]

Thank you, Patrick!

[@ahmedtareq5342]

What software you use for animation in your video

[@diamondunbreakable3257]

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

[@lovishsood4893]

What if I want to update the DATASET too? In that case splitting the data model is not an option?

[@DanielCastro-ip5qq]

hey there, on the 1st tip, that isn't applicable to automatic page refresh feature, if you do that, you loose the automatic page refresh tab in the power bi service. How about that?

[@kishoreo8623]

Best of best videos ...I have seen

[@artemkeller2571]

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

[@djmenon21]

Hey, I wanted to know how do I bring in dashboards/ reports created on the PowerBi Web portal into PowerBi desktop app? On both cases I have my organization credentials. Please help!!

[@exekiel7]

Hi all, I was wondering, Is there any way to hide or lock the DAX formulas in a PBIX file? We provide PBI consulting services to companies and we want to protect our intellectual property while sharing the PBIX file? Any suggestions? Thank you.

[@Itsmylife0921]

I would like to know how to change the reports to different languages.. ex: I want to send a report to Chinese people with all the contents and data in Chinese language

[@mohanmarty1975]

@guyinacube how to download a pbix file in one piece after using Deployment pipeline ? i want to fix some high env issue by checking their data but Post deployment power bi report wont download in one piece

[@cptdeadeye2112]

Got the notification mere minutes after publishing my first freelance report... Oh well. I'll do it on the next version. Promise.

[@AJM2183]

Thanks!

[@GuyInACube]

Most welcome! Thanks for watching 👊

[@hanaakhilady6967]

how can I share power bi dashboard on web to my organization tem without pro license?

[@madelinefinch9794]

Can you create a video about connecting your Dynamics 365 Sales Data to Power Bi? MSFT support engineers have not been able to give me a direct answer. SOS!!!

[@user-tx9pr1ds7i]

Hello, I would like to ask how to find the average GF and GA for each team's last five games? Big push down, thanks for the help :)

[@shagunagrawal2003]

Thanks.

[@musafirq]

Hi Patrick, I am confused please help. Even If I upload pbix without splitting it , it gets splitted into dataset and app on pb service. I can even use the dataset with a new pbix file. What is the really life changing advantage with splitted file dataset and app file.

[@londonengland2309]

Great video thanks Patrick! Your voice and acts are very pleasant so need of the background music please!

[@GuyInACube]

Appreciate the feedback 👊 Thanks for watching.

[@raghunadhamara6243]

Hi experts , I just publish a report for 10 users and except 1 all are able to view. There is no role change or permission changes . How can i trouble shoot it . Can anyone please help me with it. Can you suggest the basic issues we face in work

[@rapatel1642]

This is great stuff

[@122Mime]

Interesting concepts, which might be valid for standardized reports with a huge audience and that could last barely untouched for several years. However I think this is rather rare. What is your experience - how long do all those steps take until the report is perfectly optimized? I feel like when this baby is finally born, nobody wants it any more...

[@GuyInACube]

The struggle is real. I agree that a lot of folks don't take the time to necessarily have a real process around this as it takes time and typically the business is pushing for results now. You can also easily get into analysis paralysis and constantly looping and not releasing. As to "how long", it depends. Could take a while.

[@zerrahleemariano313]

I need answer please. My datasource is Googlesheet (Beta), we added columns in our google sheet (data source), but every time we refresh, the added columns only appears in Power Bi Desktop, not in Service. Any idea why? and how to resolve without re publishing it (if possible)?

[@jeroendekk1]

You forgot: Run the best practice analyser from tabular editor.

[@GuyInACube]

haha YES!

[@mybellegirls]

Boom. Yes, thanks

[@ginevratesta6335]

HELP !! By design, “Publish to web” doesn’t work for a report based on a shared dataset. But I don't want my business analysts to have access to the underlying dataset, so I have stored it in another workspace. They have Build access on this shared dataset, and build reports based on it, in their own workspace. Is there any hack so they can publish their reports to web??

[@richardgilbert9042]

I leave a report in my data model, but I don't publish that report in the app. That report is reserved for testing, diagnostics, and development. I build one or more reports that connect to the dataset and publish those in the app for my user group.

[@DavesTechTips]

Thank you so much guys. I really wonder who the 12 people are that disliked this video ;)

[@kanwarjosan9282]

why music at background?

[@gerardcanals1526]

Thanks Patrick! I want to share with you one problem with splitting report and dataset. If we publish the dataset in one workspace and the report in another workspace, the users need to be at least contributor at both workspaces to download reports created by using the dataset. I reported this issue and they actualized the list of limitations and proposed an idea to solve it. This is a limitation and it is quite confusing since, if you give build access to users to the dataset, then, they can create, publish, view and edit reports with this dataset, but they can't download it. Please, would you vote for the idea to solve this problem?

[@gerardcanals1526]

Let me now and I send you the link of the Idea

[@data9051]

good content.

[@uyendo451]

I don't know what may happen to you guys. But step 3 may makes me panic. It just like having a headache when end-users ask to change most of things :(

[@ricardoabella867]

You are the best

[@GuyInACube]

Thank you Ricardo! Much appreciated 👊

[@Baldur1005]

From architecture point of view it is valid, but as report developer I hate separating report from dataset. Creation experience is absolutely terrible. No DAX from dataset is visible, no data view, no data entry, measures created in report are greyed out for conditional formatting colors, and much more limitations, etc. I really hope composite models will change the game.

[@sau002]

Thanks. Very informative. Is there any possibility to have source control on the PBIX file or its constituent member files. I understand this is a binary file. I am often struggling to come to terms with controlling the changes. E.g. A slight change to a DAX query which could have un-desirable consequences to my final report.

[@guillermoleonrodriguez7858]

Take a look at pbi-tools

[@heniekheniek1781]

Hi Patrick! I am not sure that separating the model and report front-end is always a good idea. Working this way is annoying and takes longer time, especially when the dataset (pbix file) is quite big - you want to change a simple thing in the dataset, and then you have to publish it every time and that can take time! However, maybe I am doing something wrong - what do you guys think about it? edit: haha, you got something for me, nice! :D Unfortunately I cannot install software on my work laptop :(

[@milwaukeepowerplatformuser2348]

If you like PowerShell the code is open source and you can also run it directly from powershell, without installing specific programs: powerbi.tips/2020/05/hot-swap-power-bi-report-connections/

[@remib5863]

Not all organisations allow for PowerShell script to be run. I know mine doesn't let me do it. :( I ended up creating a python script to do the exact same things after looking at what hot swap was doing. Script could be better written but it does the job.

[@user-bp2er2kh5w]

Patrick, Thank you. Your instructions are always great. However, why is there music playing WHILE you are talking? I want to hear YOU not a song.

[@manishrawat3843]

When I am publishing my power bi apps to power bi online, m getting this error can anyone help me with that. "there is no gateway to access the data source- (datasource name)",

[@veryhealthy9962]

Setup gatway for dataflow

[@hamadaelfeky4606]

Hi Patrick, I have created a report which collects data from different locations on share point page. each location is restricted to specific users. when I test one of the users who should not have access to all files, he still sees all data. in my connection to all files, I used the Organization log in. any idea or tips why security is not working?

[@bartvandekerckhove5776]

Are you using import or directquery?

[@MTBlagunaMtycillo]

Hi Patrick, You forgot another important step, RLS

[@Phoenixspin]

Wakanda Forever, my Brother.

[@dariuszspiewak5624]

Bananas is what I have on my face when I come to watch your vids :)

[@UlysseFrance]

5:50 perf

[@MnMsg2Wrld]

Anyone know if Patrick is sponsored by Lego?

[@carinmatlan3128]

Great video! But I find the background music really annoying. Would be better to just use it in the beginning.

[@brianspiller9075]

#2. sarc. "Heresy!"

[@arnaudseguin6404]

Interesting video but the background music is too distracting.

[@GuyInACube]

Appreciate the feedback! We got a new video editor so working on the flow. Thanks for watching 👊

[@JohnMackeyIII]

Nooooo pie charts..

[@MajesticDemonLord]

Talk to the End Users?!? Are you mad?!? Why do you think I work in IT?

[@ADITYA1234588]

No-one Literally No-one Me before the video loads: "YOOOOOOO"

[@coffe4wolf]

WILL SMITH TELLS ABOUT POWER BI ITS FANTASTIC

[@zaryabro1]

Is it just me or this guy looks like Will Smith??

[@cechon72]

Are you related to Will Smith?

[@crimcrow]

"talk to the users" ? Are you serious ? I'm in IT for one reason ! Avoid to talk as much as I can :)

[@andreiamador4894]

Pie charts belong to the dark side never use it!