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Microsoft Idea

Power BI

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ENABLE 'Quick Design' of a Reference File for Report/Dashboard!

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Shane T. McFarland's profile image

Shane T. McFarland on 17 Oct 2017 02:58:39

In relationship view, add a section in 'Resources' called 'Reference File Template' [or similar], designer clicks button -> pBI Desktop pulls all the headers and tables [data sources] together into an 'Outline' template in Excel, with the hierarchy relationship [each table from the same server, database in their own groups], pathway for each table [server, db, table/view/ etc.] already recorded, the synonyms already created, and added columns for descriptions of each header that the designer can edit. The completed file would be able to be attached to the reports/dashboards when uploaded, so end users have insight into what the data is for more complex visuals and data.