Importing Tables and Creating Relationships with Power BI
Lab
Beginner
0 h 40 m
2020-08-04
Lab Overview
In this lab, you will learn the basics of importing CSV files into a Power BI model and adjusting query and column properties to prepare them for your data model. Then you will set table and column properties in the data model and create relationships between tables.

Related Learning Path(s):
Business Intelligence with Power BI
Objectives
  • Using Power Query/M to connect to data sources such as SQL Databases, Excel files, text files, JSON files, and websites
  • Creating relationships between tables
  • Setting data types, data formats, data categories, and default summarization on columns
  • Creating and using a date table
Pre-Requisites
  • Basic understanding of relational databases
  • Basic understanding of Power BI
Exercises
In this exercise, you will import CSV files into Power BI Desktop using Power Query. Power BI imported models usually work best with a star schema data model. Star schemas provide good performance and usability. The CSV files you will import are already modeled into a star schema with 5 dimensions and 1 fact. 
In this exercise, you will adjust table and column properties to prepare the Power BI data model for analysis.

Columns that are are not analytically relevant for report builders but are used in creating relationships or in troubleshooting should be hidden. 

Data formats and categories should be set. Default summarization and sort order should be set where necessary. While data types can be set in the Power Query Editor or on the Modeling tab, data formats can only be set on the Modeling tab. 

When using a common date table, it is important to mark it as the date table so it may be used with time intelligence functions. Setting the date table removes the auto date/time tables created behind the scenes by Power BI. 
In this exercise, you will create relationships between tables in an imported Power BI model. 

In order for visuals to use fields from multiple tables, those tables must have a direct or indirect relationship. In a star schema, all tables have a direct relationship. 

Power BI may automatically create relationships where column names and data types match. It's important to review those relationships to ensure they are what you want to implement. Do not assume that all of your required relationships are there just because some of the relationships have been automatically created. 
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