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brianmcavoy
Regular Visitor

Share Data & Queries Between .pbix Files?

Need help to determine if it is possible to share data/queries between .pbix files and, if yes, the best way to do so.

 

We have created a number of Power BI data models in different .pbix files.  We are starting to see opportunities to combine data/logic from one .pbix with data/logic from another .pbix.  How to accomplish this without having to duplicate and manually recreate the logic?

 

An example might clarify.  We have a Financials data model and an Operations data model.  There are obvious opportunities to create ratio or % metrics by combining the two.  Is there a way that the Financials .pbix can reference data/logic in the Operations .pbix?  If there is more than one way, what are the pros/cons of the different options?

3 REPLIES 3
tringuyenminh92
Memorable Member
Memorable Member

Hi @brianmcavoy,

 

So far you could not reference between multiple pbix files even though you could use Q&A feature with tips to query with natural language from multiple reports/datasets in dashboard. but this approach is good when

  • To get basic insights from multiple reports
  • Your query is just basic without complex formula
  • Have good preparation of data model and naming convention or good synonym for your model 

 

Which is good between creating separated data model and combination?

In my mind, there is no one good or not good. it's your ability to design & maintain based on your organization needs. In the first stage, we just implement specific reports for each departments, so it's good to have separated data model that fits their business (operation or financials). There is no confusing and no redundant. 
After that there are some needs from higher managements that they need information from both of Fin & Op, so in this case we need consider their requirement basic or complexity

  • With basic need, sharing report/dashboard feature or group user are still works well for them.
  • With complex needs, we need combination data model to cater some complex formula/metric as you mentioned.
    1. More effort to maintain(comply best practices such as naming convention, business patterns, etc ...)  or documentation for changes (Data flow, data/fomula/expression definition, changes)
    2. Some limitation in technicals such as Direct Query will not allow mixing sources, different latency or refreshing schedule between data models and different of connection mode (import/DQ). 

 

To combine 2 data models, you just do it manually by copy queries in Query Editor, calculated measures/columns. The layout of reports will need to be re-created manually 😞 But the good new will be updated in the end of Jan-2017 as https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/14114169-allow-copy-and-paste-bet...

At this point, what would be the best wy to handle the sharing of colun/measures? I was thinking of creating an excel data dictionary file which basically lists the name sof the calculated measures, their content and the tables they reference/belong. Is there a better way of doing this? 

Hi @sieed,

 

Actually, that's what i'm doing when delivering PBI project for customers. I have to document measures and its meaning, references to excel file.

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