Data Modelling In Power BI: Helpful Tips & Best Practices

Learn How to Create Powerful Visualisations in Power BI.

Power BI has revolutionised the business intelligence world, enabling businesses to transform raw data into meaningful insights that drive better decision-making. Data modelling is one of the four pillars of Power BI report development. It allows you to connect different data tables in your Power BI report by creating relationships between them. Here are some helpful tips and best practices to improve your data modelling skills, which will greatly enhance the effectiveness of your reports and the clarity and usefulness of their outputs.


Here at XL Intelligence, we offer training courses on both Microsoft Excel  and VBA and Microsoft Power BI, many of which cover some very specific elements and features of both programs. Ready to book? Click here now to enrol on one our courses.


Why Is Data Modelling Important?

A data model is the foundation of analytic reporting. It provides structure and order over information that might otherwise be chaotic and untrustworthy. Loading data into a properly designed model ensures that it conforms to some essential rules that provide better performance, reliability and accuracy. It also provides a clear understanding of the data relationships, enabling users to create insightful and meaningful reports.


Best Practices for Data Modelling in Power BI

Here are some best practices to keep in mind when creating your data model in Power BI.


1. Star Schema Approach

The star schema approach is the most commonly used schema in Power BI. It involves having one fact table connected to multiple dimension tables. The fact table contains the measures, while the dimension tables contain the attributes.


2. Waterfall Approach

The waterfall approach is an alternative schema that can be used in Power BI. It involves building tables one at a time and creating relationships between them as you go. This approach can be helpful when dealing with complex data models.


3. Use The Manage Relationships Dialog

The Manage Relationships dialog in Power BI allows you to view, create and modify relationships between tables. It's an essential tool for ensuring that your data model is properly connected.


4. Set The Key, Cardinality, And Direction

When creating relationships between tables, it's essential to set the key, cardinality, and direction. The key identifies the column that is common to both tables, while cardinality defines the type of relationship between the tables. The direction defines which table is the primary table in the relationship.


5. Measure Tables Key Columns

When creating measure tables, it's important to define key columns. These columns are used to create relationships between the measure table and the dimension tables.


6. Data Columns Must Have a Source Column

It's important to ensure that all data columns have a source column. This ensures that the data is properly sourced and is not duplicated.


Data modelling is a critical component of Power BI report development. A well-designed data model ensures that the data conforms to essential rules, leading to better performance, reliability, and accuracy of the reports. Improving data modelling skills can significantly enhance the effectiveness, clarity, and usefulness of the reports and their outputs. In this context, it is recommended to use the star schema approach, which is a widely adopted approach to designing data models, and the waterfall approach. Additionally, some best practices to keep in mind when creating a data model in Power BI include filtering unused rows in the query editor before loading data, having a date table in the data model, and reviewing the relationships between the tables. A well-designed data model is like the foundation for a house, and getting it right can significantly improve the overall success of a Power BI project.


Click HERE to read the latest news on  Microsoft Excel, VBA and Microsoft Power BI.

Get in Touch

Excel data cleansing techniques
By Benedict Wallis November 16, 2023
Excel data cleansing techniques
Why Your Business Needs Excel Now More Than Ever
By Benedict Wallis November 14, 2023
Benefits of Excel for businesses
Power BI Training
By Benedict Wallis November 10, 2023
Power BI training guide
Mastering Small Business Finance:
By Benedict Wallis November 7, 2023
Creating the Ultimate Finance Tracker
Excel Data Analysis
By Benedict Wallis November 3, 2023
Data analysis trends in Excel
Power BI Publishing
By Benedict Wallis November 1, 2023
Power BI collaboration and publishing guide
Master Excel Charts
By Benedict Wallis October 26, 2023
Advanced Excel charting techniques
Excel Tips
By Benedict Wallis October 24, 2023
Excel's lesser-known tips
Power BI Performance
By Benedict Wallis October 19, 2023
Power BI performance optimisation
Excel Data Visualisation
By Benedict Wallis October 17, 2023
This is a subtitle for your new post
More Posts
Share by: