Splitting Report as Dataset and Report

[jamuka]

Hello,

I split my file as dataset and report and all my formulas are in dataset file. I also want to use incremental refresh.

Correct me if I'm wrong, when I start using incremental refresh and If I update any formula I have to upload all report again to use incremantal refresh.

My question is, are there any risk to keep formulas in report instead of dataset file?

regards

[v-yueyunzh-msft · Accepted solution]

Hi , @jamuka 

Accordin to your description, you want to use the incremental refresh and if you update your formula and you need to upload again .

After publishing to the Power BI service, you can't publish the same model again from Power BI Desktop. Republishing removes any existing partitions and data already in the dataset.For workspaces assigned to a Premium capacity configured for XMLA endpoint read/write, compatible tools enable metadata only deployment. For example, the ALM Toolkit is a schema diff tool for Power BI datasets and can be used to perform deployment of metadata only.Also ALM Toolkit will not reset your incremental refresh partition.

For more information, you can refer to this video and docs:
Deploy Power BI dataset schema changes WITHOUT refreshing! - Bing video

Advanced incremental refresh and real-time data with the XMLA endpoint in Power BI - Power BI | Micr...

ALM Toolkit - SQLBI

How to Use - ALM Toolkit (alm-toolkit.com)

And for your question "are there any risk to keep formulas in report instead of dataset file?", my understanding is that if you place the formula in the report and the update will not affect the refresh and display, there should be no risk , but may degrade performance.

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

Best Regards,

Aniya Zhang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[jamuka]

Hi @v-yueyunzh-msft,

thank you for your detailed answer. 

regarding to your below comment, where performance may degrade?

when I refresh my data or when end users view report in Power BI service?

---

And for your question "are there any risk to keep formulas in report instead of dataset file?", my understanding is that if you place the formula in the report and the update will not affect the refresh and display, there should be no risk , but may degrade performance.

Kind regards

[v-yueyunzh-msft]

Hi, @jamuka 

I mean if your formulas in Report, if it means that your calculation will be calculated when viewing the report? Then the performance may be slightly lower than the speed of directly import fields.
But I think there is no risk if you can ensure that there is no problem refreshing the dataset and the report display is normal.
Because in my understanding, we can use external tools to prevent the problem of republishing pbix due to incremental refresh metadata changes.

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

Best Regards,

Aniya Zhang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[jamuka]

I only have pro account I can't use "metadata only deployment", I can live with a slow report.

thanks again for your help, have a nice day.