Forum Discussion
How do you document your models?
- Anonymous10 years ago
My documentation style is pretty low tech as these things go. Nothing automated but it's easy enough.
I write most of my columns and measures out in Notepad++ and then copy it into Power BI. The advantages here are 1) you can format your code nicely without trouble and 2) your documentation is half-done already. Especially if you comment your code as you go.
Beyond that it's mostly a matter of organizing the code and documenting the queries. For the queries, open the advanced editor and copy all that code. You can later recreate any query instantly by pasting that back into a blank query*.
For the documentation itself, my preference is to organize by tables. A brief description of the data represented, the query, a list of the columns and their data types, then the custom columns in alphabetic order and the measures, same.
I tend to create master datasets and use them each for several different reports, so I tend not to document the reports themselves very extensively. I just keep a changelog of requests that I get about them, because everyone around here likes to change their minds about what charts they want to see. One changelog per report, starting with a note about which dataset it's coming from.
I've had to recreate one lost report so far. The original took about a week, the recovery took about three hours, and to be fair I was watching a movie while I did it.
*Assuming in some cases that you've already established a connection and credentials with the data source from the machine you're working at.
- 10 years ago
How to connect PBI to DAX Studio: http://exceleratorbi.com.au/getting-started-dax-studio/
incl. tons of other awesome stuff you can do with it!
For now, I keep multiple copies of the pbix file in different locations. When I make changes I will only save it to one location to make sure that the file is good. After a couple of days or weeks, I update the other versions of the file. I have learned to always have a backup. If one craps out, I simply fall back to a back up and rewrite the last couple of calculations.
EDIT: Posted this on the wrong thread.
My models are documented using the DaxStudio to create an expression dictionary that is save separately from the file.
These are an absolute treasure trove of good stuff. Two quick questions:
- Is DAX Studios for Excel only--and it seemed to be looking for SQL server on install. If it can be used for Power Bi, is it a stable product--enough so that you do your coding there and then push it or some such thing. What a great project--do they keep up with PowerBi's dev pace?
- And send the frown...ha! Very cool!!
Tom
PS: the notepad++ is a very ingenious solution. I use that already and should have figured that out. Well done everyone and many many thanks
- ImkeF10 years agoCommunity Champion
How to connect PBI to DAX Studio: http://exceleratorbi.com.au/getting-started-dax-studio/
incl. tons of other awesome stuff you can do with it!
- Sean10 years agoCommunity Champion
Its really very tedious to document everything we do with the PBI files
For the Calculated Columns (C) and Measures (M) I keep a huge spreadsheet containing...
Type --- Name --- Formula --- Data Type --- Format --- Home Table --- Etc...
C/M
It will be nice if they add something like the Manage Measures dialog-box in PowerPivot but with improved functionality
Where we can export to Excel a table like the above containing the information for ALL Measures in ALL tables
Even if its only for the Measures and includes only Name and Formula this would save us lots of time.
- ThomasDay10 years agoImpactful Individual
I've downloaded DAX Studio and it looks great. I love a programming environment where I can do debugging and documenting. As a beginner, this will be a huge help. Thank you, Tom
- Eric10 years agoAdvocate I
Awesome tool, thanks for the recommendation. Just installed it with ease. Trying to output my measures to Excel but I don't have that option, only Grid, Timer and File. Any idea how to activate output to Excel?
Also, is there any way to sort fields in data view of PBI? I have dozens of measures and the table seems to sort them in the order they were created not in alpha order. The measures are sorted in alpha order on the report view but not the data view which makes it very hard to find and edit measures when I have so many. Any suggestions?
- ImkeF10 years agoCommunity Champion
No, you have to export to file (txt) and then open it in Excel/Power Query.
And sorry, no idea about the sorting.