Power BI is a simple but powerful solution to aggregate all data available and generated in the context of an application. The goal is mainly to connect following type of data to generate insights that empower the continuous development of an application:
- Development activities (as the main cause of changes in usage)
- Operational data such as executions of relevant processes, relevant exceptions and alerts or costs
- Usage data which typically are relevant actions and events through the customer journey
- Build your reports around key entities with drill thru functionality (overview pages -> detail pages). Establish a clear navigation in the pages.
- Most of the BI use cases have the primary goal to show differences in data. Define cohorts which are most useful to segment and compare data (e.g. releases, sales agents, features, marketing campaigns, or simply weeks). Use only relevant cohorts, but use them consistently
- Create a page per topic/interest and try to only visualize data on a page that is properly linked. For each page have some specific insights in mind (e.g. "show how many users give negative feedbacks and its change over time")
- As a very first step: Define a simple, consistent data model in your mind. What are the principal entities and how are they related? Avoid the creation of "utility-tables" for e.g. aggregations whenever possible. Power BI often has difficulties to resolve relationships between tables when they are too much related. This leads to a bad usability concerning filtering in the visuals and is a common pitfall.
- Create hierarchies on columns as much as reasonable and use drill up/down functionality in visuals
- Extract environment specific values in connections or other parts of the query to parameters. This allows the usage of the same Power BI Report for multiple environments by just changing parameter values (directly accessible in visualization)
- Know the differences between DAX-based columns added in Report view and Power Query M based columns added in Query Editor. Similarly know what measures are and when to use them. Also know that many data subsets can be defined by just applying filters on visual and pages. Always try to keep your data queries as simple and maintainable as possible.
- Know that you can define data or parameter tables and use them to join data, as simply configurable filter conditions or to convert data to readable values
- Create a general date-table which is associated with every relevant timestamp column in other tables
- Mark this table as date table to support the automatic functionalities of Power BI
- Define filters based on this general table
- Define readable formatted date values as additional columns in date table and use them for the axis values in visualizations. To ensure proper sorting, you may add the date value column to the Tooltip field which then enables sorting by this column
- You may use this snippet to define the date table: Snippets/PowerQuery/Table-GenerateDateTable
- Implement ingestion processes if query becomes too complex. This especially applies if you consume data from API's which include complex authentication, aggregation with multiple requests or paging.
- A simple solution may include Azure Tables and Data Factory Pipelines for integration processes. Example Snippets/ARM/data-factory-usage-details-ingestion
- Caution with too dynamic queries in terms of that the data connection consists of dynamic values generated by e.g. a function. This breaks the automatic refresh functionality of the Power BI service (see https://aka.ms/dynamic-data-sources). For DirectQuery sources it is recommended to use the new
dynamic M query parametersfor these use cases.
- Use service principals and API keys for connections which can be shared in Organisation scope (avoid personal logins)
- Share to appropriate workspace in Power BI online (https://powerbi.com)
- Setup automatic actualization (typically nightly)
- Integrate in Teams as tab and promote it
Power BI is not made for this purpose. Use Azure Alerts based on Monitor or KQL queries on Logs for detection of problematic situations and notification.
Raised alerts can be shown as events in Power BI Application Dashboard.
Consider usage of Azure Monitor Workbooks. Microsoft has replaced the so-called "Content Packs" for Power BI with this Service.
With Power BI Pro, the scheduled actualization of the data model can be configured to a maximum of 8 runs per day. Consider the creation of an Azure Dashboard consisting of Azure Monitor visualisations for this purpose.