Saturday, May 24, 2025

🌈 50 Power BI Pro Tips and tricks

 

🌈 50 Colorful Power BI Pro Tips

1. Use 'Performance Analyzer' to detect visual bottlenecks.

2. Enable 'Auto Date/Time' only when necessary to improve model performance.

3. Use 'Tabular Editor' for advanced DAX measures and model editing.

4. Group visuals with selection pane for better layout management.

5. Use 'Bookmarks' to create dynamic navigation experiences.

6. Apply 'Row-Level Security' to control data access for users.

7. Create calculation groups to simplify repetitive DAX logic.

8. Use 'Measure Tables' to organize your DAX calculations.

9. Leverage 'Tooltip Pages' to show detailed visual tooltips.

10. Use 'Sync Slicers' across multiple pages for consistent filtering.

11. Set up 'Drillthrough' pages to analyze specific records in detail.

12. Use variables in DAX (`VAR`) to simplify and optimize calculations.

13. Model your data using 'Star Schema' for best performance.

14. Use 'Field Parameters' to let users switch dimensions or measures.

15. Use custom themes to apply brand colors across your report.

16. Enable Q&A visual for natural language queries on your data.

17. Use 'Incremental Refresh' for large datasets to improve efficiency.

18. Always rename columns and tables with user-friendly names.

19. Use 'External Tools' like DAX Studio for in-depth performance analysis.

20. Avoid using 'ALL()' unless you truly want to ignore all filters.

21. Use 'CALCULATE()' to override filter context in DAX expressions.

22. Use the 'New Filter Experience' to control visual interactions.

23. Avoid bi-directional relationships unless necessary.

24. Use 'Composite Models' to mix import and DirectQuery sources.

25. Use 'Relative Date Filtering' for dynamic time-based analysis.

26. Use 'What-If Parameters' to add scenario analysis to reports.

27. Create dynamic titles using DAX expressions.

28. Use 'KPI Visuals' to track business performance at a glance.

29. Use 'Decomposition Tree' to break down metrics dynamically.

30. Use 'Smart Narratives' to auto-generate text summaries from visuals.

31. Turn off 'Auto Summarize' for categorical data.

32. Use 'Data Labels' wisely for clarity, not clutter.

33. Keep visuals minimal and avoid redundant charts.

34. Use the 'Model View' to manage relationships clearly.

35. Name your measures descriptively with prefixes like 'm_' or 'calc_'.

36. Use 'Drill Mode' for interactive exploration.

37. Use 'Quick Measures' as a learning tool for writing DAX.

38. Regularly update data sources and credentials.

39. Use Power BI Service 'Usage Metrics' to monitor report usage.

40. Use 'Deployment Pipelines' for structured version control.

41. Schedule data refreshes and monitor refresh history.

42. Control access with 'App Workspaces' and permissions.

43. Use tooltips with measure explanations for better UX.

44. Use 'Hierarchy Slicers' for multi-level filtering.

45. Replace blank visuals with 'IF HASONEVALUE' logic to handle errors.

46. Use page navigation buttons to simulate multi-page apps.

47. Align visuals using the 'Format > Align' tools.

48. Use 'Themes Gallery' or custom JSON for consistent styling.

49. Use 'Background Images' for wireframing and layout guides.

50. Test reports with different user roles for RLS validation.

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