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mmace1
Impactful Individual
Impactful Individual

Creating a *useful* Power BI Data Dictionary for Viewers?

My perception is Data Dictionaries usually fail (not just for Power BI, in general with tech). Maybe because

  • Too complex and/or out of date for end users
  • Too much hassle for developers to update (plus end users aren't using it anyway...viscious cycle)

I see different ways of auto-ish creating a data dictionary in Power BI, but while they could dazzle, they don't seem useful.

  • In model view, populating the Descriptions - nice, clear spot, lives direclty in the report.
  • Descriptions are only visible to builders though, not end-viewers. So to expose them:
    • XMLA Endpoints (if you have Fabric).
    • Using the new-ish built in views. These two stand out:
      • info.view.measures() for measure definitions
      • info.view.columns() for column information

But even those descriptions don't seem that useful to an end user.

  • Column descriptions could be useful: If the visual the viewer sees, uses the exact column name
  • Measures descriptions and definitions coudl be useful: If the visual the viewer sees, uses the exact same measure name (which usually they don't - the model measure likely has a verbose name, while the visual employes a shorter, possibly context-specific name)

So maybe, one really needs a data dictionary that references the actual visuals the viewer sees. So how to do that:

  • A text box within the report is simplest: Easy to enter, doesn't make a report on Live Connection switch to a composite direct query. Can't have slicers though.
  • Home > Enter Data: That creates a proper table one could use slicers on. But more of a pain to update than a text box, and does mean a live connection report has to swtich to a composite direct query model
  • A linked Excel file: Great in most ways, but a bummer that it lives outside the report
  • Images pasted in from an Excel file that lives somwhere

 

I have no good conclusion, thus asking for input.

Anyone had luck, with a sustained, useful data dictionary for Power BI report viewers?

5 REPLIES 5
lbendlin
Super User
Super User

Create a MVP (minimum viable product)

Introduce it to your audience.

Observe them interacting with the report

Note down all the terms they are struggling with

Create a data dictionary for these terms

 

Rinse and repeat - adjust the list according to the changes in your audience.

mmace1
Impactful Individual
Impactful Individual

So sounds like you're advocating a data dictionary made by hand (as am I).

How would you store / present the data dictionary? 

A page in your report with a table visual fed from a SharePoint list.

mmace1
Impactful Individual
Impactful Individual

The downsides are doing that:

  • Then a Live Connection report, has to become a composite / direct query model. 
  • Your data lives in 2 different place (report + sharepoint). i.e. make changes in report file, then one has to take the tiem to go update the sharepoint file

I'd think, assuming permissions are worked out, it'd be easier to just include a link to the Sharepoint file from within PBI?

There are two inconveniences to consider.  The inconvenience for you the developer in making it all work, and the inconvenience of your report users to get to where they need to get in the least amount of clicks.  If you have to decide which of these inconveniences is more acceptable then ...

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