Best practice for data extracting and transformation

[Anonymous]

Hi all

We are currently using QlikView in my company, but we are going to switch to Power BI. I have developed our solution in QlikView, and now I'm trying to learn to do the same in Power BI.

In QlikView I have separeated the process in three steps:

1. First I have a document which just gets raw data from the database

2. Another document transforms the data

3. And finally I have a document which loads the transformed data and displays different reports and dash boards

In Power BI I have so far done everything in one document. But it doesn't seem good to do this. What is best practice to set up this in Power BI? Is it even possible to split it into multiple steps?

[v-lid-msft · Accepted solution]

Hi @Anonymous ,

There is no nessary to split this process into several documents in Power BI, you can do all of it in the Power BI Desktop and generate one document (or call it pbix file), It is also hard to split this process, a pbix file contain the connect information and the transform data depends on the connected data.

The common useage of Power BI is combine the Get Data step and Transform Data step, create report is optional, because when you publish the pbix file into Power BI Service, the transformed data will become a dataset, the report (even no visual in it) will become a report in Service, then you can create multi reports in Service depens on this dataset.

You can find a quick start about the Power BI Desktop here: https://docs.microsoft.com/en-us/power-bi/desktop-getting-started

Best regards,

Community Support Team _ DongLi
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[Anonymous]

Thank you  🙂 I'll do the extraction and transformation in the same document then.