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Tom_Y
Advocate II
Advocate II

BI modeling (append vs relationship), multiple projects/ departments/ KPI

If you were me, will you append all projects into one table in early stage and then build relationship/ measures? Or will you  build measure for each of them and finally generate/summarize table in later stage?

I don't want to build everything and then regret in later stage when it's too late.

 

Any comment/ link/ video will be very much appreicated.

 

Case background:

- Company building a whole new dataset and BI report.

- 3 Departments and many teams: 3 music schools, 2 art studio, and 4 fitness club (each having common and different activities).

- Key KPI: clients engaged, hours of services, training provided (different for each project), and a happiness improvement index (Common), fitness improvement (only for physical training), etc

- Data source: Each stuidio/ club has their own excel, similar but different format.

 

Strucutre:

- Star Schema, fact tables around (e.g. happiness index, type of training, date table, etc)

- Fact tables to convert activities into happiness (e.g. 1 music lesson = 1 point, 1 pottery = 1.5 points, treadmill, aerobic, etc)

 

Foreseeable questions from executive:

- Yearly/ Quarterly/ Monthly figures on clients/ hours/ training (Organization and project level)

- Total achievement by organization (Improve in happiness/ fitness in community)

- Five years trend analysis

- All they need are high-level numbers, not complicated DAX calculation.

 

Thanks in advance. Any feedback will be appreicated.

1 REPLY 1
lbendlin
Super User
Super User

Not sure what you mean by "project"  so cannot comment on that.

 

Here is my personal opinion:

 

- any form of aggregation or filtering leads to information loss.  Do it as late as possible or don't do it at all

- If a value cannot be influenced by report user activity (for example an order date) then it should be a calculated column or a Power Query column, and not a measure

- don't waste your time merging data sources in Power Query. Let the data model do the work for you

- Don't attempt to implement a calendar table in Power Query or DAX.  Use an external reference table that has all your company quirks already precomputed.

- Forget what you did in Excel.  Bring your data into usable format (narrow, unpivoted tables) and embrace the different-ness of Power BI.

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