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jamesbr
Frequent Visitor

How to structure my data

I have a couple of questions about how best structure my data sets.  I have all the sales records for the last few years and am now happily creating a whole bunch of reports.  The next area I am tackling is to start to overlay trends onto a number of those reports; trailing 3 month average, comparison vs same quater last year, etc.

 

The main dataset I am using has of course grown with a whole bunch of measures and calculated columns.  PowerBI is handling it all just fine, my brain on the other hand is struggling to keep track of things :-).

 

I am thinking about breaking out a bunch of new tables using SUMMARIZECOLUMNS with monthly data and quaterly data and create relationships between those and the raw dataset so I can start pulling that data into the reports - is that the best approach?

 

On that topic, can anyone point me towards some resources/books that talk about how best to structure data?  There are great resources (including here) that have helped me with formulas etc but would love to do some reading on how to stucture the data most effectively as I have soon come to realise that if you dont get the structure right things can quickly get out of hand.

 

Huge thanks to the PowerBI tool team by the way.  I honestly belive this is one of the best things MS has released in a long while.

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Anonymous
Not applicable

The amazing @marcorusso and his parter Alberto Ferrari have just released a new book -- really geared towards your questions.

 

http://www.sqlbi.com/books/analyzing-data-with-microsoft-power-bi-and-power-pivot-for-excel/

 

I would consider creating tables JUST for holding groups of measures, and see if that helps ur brain 🙂   Summarzing into a new table is a reasonable idea if it works in your scenario... but you are by definition "losing something".  If you can accept that loss of detail, have at it 🙂

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1 REPLY 1
Anonymous
Not applicable

The amazing @marcorusso and his parter Alberto Ferrari have just released a new book -- really geared towards your questions.

 

http://www.sqlbi.com/books/analyzing-data-with-microsoft-power-bi-and-power-pivot-for-excel/

 

I would consider creating tables JUST for holding groups of measures, and see if that helps ur brain 🙂   Summarzing into a new table is a reasonable idea if it works in your scenario... but you are by definition "losing something".  If you can accept that loss of detail, have at it 🙂

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