Use Copilot in Power BI Desktop to Create Measures from Numeric Columns

I have been thinking about a mechanism to generate measures from numeric columns on Power BI data models. Of course, we can use Tabular Editor, but it requires some scripting, which is all right. However, the more advanced our requirements get, the more complex the C# script. In real-world development scenarios, it does not make sense to blindly create measures for all numeric columns, such as the key columns used to define relationships between tables, making C# scripting a bit more complex.

In this blog and accompanying YouTube video, I explain using Copilot within Power BI Desktop to create measures from numeric columns. This feature represents a significant advancement in Power BI’s capabilities as of April 2024, enabling data analysts and BI professionals to streamline parts of their data analysis tasks.

Prerequisites

As explained in a previous post here, we first need to enable Copilot on the Fabric Portal. Please note that Copilot in Power BI Desktop requires either Power BI Premium Capacity or AT LEAST an F64 Fabric Capacity. Unfortunately, Copilot is NOT available on PPUEmbedded capacities, Fabric capacities smaller than F64 and Fabric Trial (FT) capacities.

We also need to have the latest version of Power BI Desktop installed on our machine. With that, let’s begin.

YouTube Video

Here is the video on YouTube where I explain the same thing in less than 5 min. But if you are after more details, continue reading.

Introduction to Power BI and Copilot

As Power BI evolves, it incorporates more sophisticated AI-driven capabilities that simplify various aspects of data analytics. The integration of Copilot in Power BI Desktop enhances user interaction with data in many ways. Our focus on this blog is specifically using Copilot to create simple yet crucial measures based on numeric columns that previously required manual effort.

Use Copilot for Measure Creation

Using Copilot is straightforward and demonstrates impressive intelligence in its operational logic. The following steps explain how to do so:

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Microsoft Fabric: Source Control Options for Power BI Developers

Source Control Options for Power BI Developers

In Power BI development in Microsoft Fabric, understanding and utilising source control mechanisms is crucial for efficient collaboration and version management. This blog post delves into the essential aspects of source control for Power BI. This blog also includes the recording of my session at Saudi Arabia’s Excel User Group on the 26th of August 2023. The event was organised by Microsoft MVP, Faraz Sheik, where we walked through all the topics discussed in this blog.

Understanding Source Control

At its core, source control is a system that records changes to a file or set of files over time. This lets developers recall specific versions later, ensuring efficient collaboration and error management. It’s particularly vital for development teams, allowing multiple contributors to work on the same codebase without overwriting each other’s work.

For Power BI developers, this means tracking changes made to reports, and data models that are the most crucial components of every Power BI project.

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Incremental Refresh in Power BI, Part 3: Best Practices for Large Semantic Models

Incremental Refresh in Power BI, Best Practices for Large Semantic Models

In the two previous posts of the Incremental Refresh in Power BI series, we have learned what incremental refresh is, how to implement it, and best practices on how to safely publish the semantic model changes to Microsoft Fabric (aka Power BI Service). This post focuses on a couple of more best practices in implementing incremental refresh on large semantic models in Power BI.

Note

Since May 2023 that Microsoft announced Microsoft Fabric for the first time, Power BI is a part of Microsoft Fabric. Hence, we use the term Microsoft Fabric throughout this post to refer to Power BI or Power BI Service.

The Problem

Implementing incremental refresh on Power BI is usually straightforward if we carefully follow the implementation steps. However in some real-world scenarios, following the implementation steps is not enough. In different parts of my latest book, Expert Data Modeling with Power BI, 2’nd Edition, I emphasis the fact that understanding business requirements is the key to every single development project and data modelling is no different. Let me explain it more in the context of incremental data refresh implementation.

Let’s say we followed all the required implementation steps and we also followed the deployment best practices and everything runs pretty good in our development environment; the first data refresh takes longer, we we expected, all the partitions are also created and everything looks fine. So, we deploy the solution to production environment and refresh the semantic model. Our production data source has substantially larger data than the development data source. So the data refresh takes way too long. We wait a couple of hours and leave it to run overnight. The next day we find out that the first refresh failed. Some of the possibilities that lead the first data refresh to fail are Timeout, Out of resources, or Out of memory errors. This can happen regardless of your licensing plan, even on Power BI Premium capacities.

Another issue you may face usually happens during development. Many development teams try to keep their development data source’s size as close as possible to their production data source. And… NO, I am NOT suggesting using the production data source for development. Anyway, you may be tempted to do so. You set one month’s worth of data using the RangeStart and RangeEnd parameters just to find out that the data source actually has hundreds of millions of rows in a month. Now, your PBIX file on your local machine is way too large so you cannot even save it on your local machine.

This post provides some best practices. Some of the practices this post focuses on require implementation. To keep this post at an optimal length, I save the implementations for future posts. With that in mind, let’s begin.

Best Practices

So far, we have scratched the surface of some common challenges that we may face if we do not pay attention to the requirements and the size of the data being loaded into the data model. The good news is that this post explores a couple of good practices to guarantee smoother and more controlled implementation avoiding the data refresh issues as much as possible. Indeed, there might still be cases where we follow all best practices and we still face challenges.

Note

While implementing incremental refresh is available in Power BI Pro semantic models, but the restrictions on parallelism and lack of XMLA endpoint might be a deal breaker in many scenarios. So many of the techniques and best practices discussed in this post require a premium semantic model backed by either Premium Per User (PPU), Power BI Capacity (P/A/EM) or Fabric Capacity.

The next few sections explain some best practices to mitigate the risks of facing difficult challenges down the road.

Practice 1: Investigate the data source in terms of its complexity and size

This one is easy; not really. It is necessary to know what kind of beast we are dealing with. If you have access to the pre-production data source or to the production, it is good to know how much data will be loaded into the semantic model. Let’s say the source table contains 400 million rows of data for the past 2 years. A quick math suggests that on average we will have more than 16 million rows per month. While these are just hypothetical numbers, you may have even larger data sources. So having some data source size and growth estimation is always helpful for taking the next steps more thoroughly.

Practice 2: Keep the date range between the RangeStart and RangeEnd small

Continuing from the previous practice, if we deal with fairly large data sources, then waiting for millions of rows to be loaded into the data model at development time doesn’t make too much sense. So depending on the numbers you get from the previous point, select a date range that is small enough to let you easily continue with your development without needing to wait a long time to load the data into the model with every single change in the Power Query layer. Remember, the date range selected between the RangeStart and RangeEnd does NOT affect the creation of the partition on Microsoft Fabric after publishing. So there wouldn’t be any issues if you chose the values of the RangeStart and RangeEnd to be on the same day or even at the exact same time. One important point to remember is that we cannot change the values of the RangeStart and RangeEnd parameters after publishing the model to Microsoft Fabric.

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Microsoft Fabric: Automating Fabric Capacity Scaling with Azure Logic Apps


In a previous post I explained how to manage the capacity costs of a Fabric F capacity (under Pay-As-You-Go pricing model) using Logic Apps to Suspend and Resume it.

A customer who read my previous blog asked me “Can we use a similar method to scale up and down before and after specific workloads?”. This blog post is to answer exactly that.

I want to make some important points clear first and before we dig deeper into the solution:

  • The method described in this post works with Fabric F SKUs under Pay-As-You-Go pricing model.
  • If you have a Power BI Premium capacity, then this method is not valid for your case. But you might be interested in the autoscale option for Power BI Premium capacities.
  • Depending on your current workload, scaling down may not work due to resource unavailability.
  • Depending on your workload, this method may take a while to go through.
  • You need to be either a Capacity Admin or a Fabric Admin to successfully implement this method.
  • This method works based on user authentication, however, you may want to use Service Principal or Manage Identity which require more effort but could be a more desirable method in many scenarios.
  • This post explains a very basic scenario, you’re welcome to scale it to your specific needs.
  • You can consider this post as a continuation of the previous post. So if you are unsure you correctly understand what this blog is trying to explain, then I suggest you read my previous post first where I explain the Logic Apps implementation in more detail.

The Problem

I have an F Fabric capacity and I want to upscale it to an upper tier between the pick-time from 8 AM to 12 PM local time, then downscale it to its original tier.

The Solution

There are many ways to do this including using Azure Resource Manager APIs, Manage Azure Resources in PowerShell, or using Azure Resource Manager connector that can be used on Azure Logic Apps, Power Automate Premium, and Power Apps Premium. This post explores the use of Azure Resource Manager connectors in Azure Logic Apps. With that, let’s begin.

  1. On Azure Portal, search for Logic apps
  2. Select the Logic Apps service
Select Azure Logic Apps on Azure Portal
Select Azure Logic Apps on the Azure Portal
  1. Click the Add button
  2. Pick a Subscription from the list
  3. Pick a Resource Group from the list or create a new one
  4. Enter the Logic App name
  5. Select the Region from the list
  6. Select No if you do not require to Enable log analytics
  7. Select Consumption from the Plan type
  8. Click the Review + create button
Create new Logic Apps service on Azure Portal
Create new Logic Apps service on Azure Portal
  1. Click the Create button
Confirm creating new Logic Apps service
Confirm creating new Logic Apps service
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