The Most Important Update to Power BI Desktop, Ever! - Excelerator BI

The Most Important Update to Power BI Desktop, Ever!

The December 2020 version of Power BI desktop has just been released, and it is undoubtably the most important release since the first version way back in 2015. The super feature that has been released is an update to composite models using direct query of online datasets. The implications of this release are massive. Anyone with Power BI Desktop can now build their own, local version of a data model and enhance it with their own additional data without the need to have edit access to original data model. Oh, and it is a Pro feature, not a Premium feature!

Locally enhanced data models

Let me give you an example using Adventure Works. Assume my standard Adventure Works database is built and maintained by IT (shown below). It is the one version of the truth and everyone relies on that data.

But I’m special; I have a need to do some analysis using some additional data as well as this main, published data model shown above. Let’s say I want to overlay my draft budget data for next year over the historical data and do some analysis before I submit the budget for approval. The budget data is not part of the data model (not yet, anyway). The way this problem has been solved (since 1985, anyway) is to click “export to Excel” and then mash the data together in Excel. With the introduction of composite models with direct query over online datasets, that has now changed, forever.

Budget Demo

This is a preview feature (as at Dec 2020), so you need to turn it on (#1 below). While you are there, make sure you turn on “small multiples” too (#2 below).

Once turned on, I can then create a new, thin workbook connected to a data model hosted at PowerBI.com (as shown below). Note, this must be a shared workspace. It does not work with “my workspace” with the implication that you cannot do this with a free account, you must have a Pro account.

And I can see the data model in the model view (shown below). What is new is that the data and query options in the ribbon are enabled.

In this demo, I want to combine my budget spreadsheet into the model, so I clicked on Get Data\From Excel. I was prompted with this message. I clicked “Add a local model”.

I selected my budget data to import, then got the following message.

This makes sense. When ever you join data from different sources together, you create the potential that Power BI will send your data to the other source for the purpose of generating a query at the other source. This potentially exposes your new local data. I don’t think it is a big issue inside an organisation, but you should be aware.

The new table was loaded. Note the colour coding below. Blue tables (ie #1 below) are part of the online dataset and the other one (#2 below) is my locally added file (Budget). Also note that the data view is now visible (#3 below).

When in the data view, you can only see the local tables (#1 below). You cannot see the tables from the dataset (#2 below).

I don’t know if this will change – I hope it will. If you can’t see what is in the columns of the online tables, it can be tricky to work out which columns to use for joins and also which columns to be used in your measures. It also means that you cannot add a calculated column to an online table.  And you also can’t see the measure formulas.  It is very hard to use measures as inputs to new measures in your local model if you can’t look at the formulas.

From here it is possible to build a bespoke version of the data model using the local data. I was able to add

  • a new calculated table Product Categories = ALL(Products[Category]) so I could use it as a bridging table in my model (shown in #1 below, but be sure to read the last section about bugs too),
  • a 1 to many relationship from this local bridging table to my local bugdet table (#2 below),
  • a many to many relationship from my online calendar table to my local budget table (#3 below).

With the local model variations built, I could then set about building a report using the data from both sources.

A Few Bugs

At the time of writing, I noticed this message in the bottom right hand corner of Power BI Desktop. When I clicked it, nothing happened.

There were 2 other things I noticed. The formatting I had set on the measures on the online dataset did not flow through to the local model. I was able to format them again locally, however. Not ideal, but it worked. The other issue was that my calculated table in my model didn’t work. When I tried to use the Category Column from the bridging table, it simply didn’t work. You can see below that the calendar table is filtering the sales table, but the Category column from the calculated table is not.

I decided to test a local version of the data. I deleted the ALL(Products[Category]) local calculated table and loaded the data manually using Enter Data. This time it worked just fine.

Keep in mind this is still in preview mode, and some things still need some polish.

What do you think?

What do you think about this feature? Do you agree with me that it is game changing? How will you use this feature? Leave your comments below.

26 thoughts on “The Most Important Update to Power BI Desktop, Ever!”

  1. Hi Matt
    Thank you for valuable information,
    I’ve recently applied this method, and it works properly on desktop version, however when goes to cloud need gateway arrangement.
    The other issue for me is, how can I revert back and delete the imported query from my dataset again?
    Kind regards

  2. Alejandro Erazo

    This is awesome but even though I have the last December update and I enabled the DirectQuery option for Power BI datasets and Azure Analysis Services, I do not have the data and query options in the ribbon enabled.

    Could you help me how can I enable this new work option?

  3. Hello Matt,

    https://docs.microsoft.com/en-gb/power-bi/connect-data/desktop-directquery-datasets-azure-analysis-services
    Regarding calculated tables there is a limitation:

    “Some queries may return wrong results when there’s a relationship between calculated tables and table(s) in a remote source. Creating calculated tables over a remote dataset isn’t supported, although it isn’t currently blocked in the interface.”

    I think that is a problem you encountered.

    1. I don’t think the fact that people can build poorly performing models is a disadvantage of the capabilities. I have seen plenty of bad Tabular models well before this feature was released.

      1. You are absolutly right with that, but it is not only about performance, was just an example for the fact that now there a two technologies joined which are not “naturally” fit together, means that there always will be some kind of work around to connect these two worlds in the automatically built query statement, kind of unpredictable magic.

        1. And just to point this out: The weired result was not of an poorly designed model, but of a perfect designed model!
          A classic 1:n relation between dimension and fact with an integer key.

  4. Thank you Matt for an insightful article as always. I forwarded a copy of this to our IT management. Your budget example is spot on perfect case study!

  5. I remembered seeing this in preview some months ago at the Biz Apps Summit. From a self-service user point of view, the ability to add in your own data from another source not in the IT-maintained golden set is game-changing. Both this blog and Guy in a Cube’s recent video don’t seem to mention it, but I just tried it: you can also directly query multiple published Datasets, see their constituent tables and connect them together. This makes the new feature game-changing for the developers of those IT-backed enterprise-grade Datasets too, adding another aspect for consideration in to their designs.

    1. Yes, you are right Lee. I didn’t cover this as I wanted to keep it simple and focused on how I think many of my users will be able to benefit. Joining different models is also possible, and while it sounds like it will add value, I am not so sure of the use cases just yet.

  6. I currently import all my 3PL warehouse bills via power query and check them there by linking in actual Salesforce delivery and order handling data and product data (carton dims etc) About 8 internal tables added and much transformation needed. It just repeats building that has already been done in my main power BI dataset so now I think I can just bring that pbi dataset in to the 3PL model rather recreating all that work? Is that the sort of thing we are envisaging here?

  7. Really revolution. You are allowed to use same dataset in different production lines relating to different staff.
    What about calculation speed? Is it faster to save different file for two different line production or this way?
    Thanx for your fantastic work!

  8. Absolutely breakthrough feature and super excited, waited for it since first demo in April. Hopefully, Microsoft will polish it pretty fast as it has quite a few of bugs.

  9. 100% this is a game changer. The whole point of self service BI is to take the data and enrich it with the parts that IT hasn’t included, allowing you to answer the question du jour. My big hope is that they will eventually bring this back to Excel as well. 😉

    1. “My big hope is that they will eventually bring this back to Excel as well.”
      Who will then pay 10$ per user per month ? – No, they will continue to keep the Mashup engine and the Vertipaq Engine in Excel at least a generation behind Power BI Desktop
      The effectively killed the visualization story in Excel after not moving forward with the Custom Visuals.

      1. I don’t think it will ever come to Excel, and I would be very surprised if Power Pivot for Excel is ever updated again. The PQ version in Excel is quite recent and I’m sure it will continue to be updated promptly.

      2. Considering that you need a $10 per month Power BI Pro license to read from this… I think it makes a pretty compelling reason for a large portion of Excel users to get on board. I’m fully aware of how far behind Power BI Excel’s data model is, but still hold out hope that it will get revved and eventually catch up. If they can do it with Power Query, they can do it with the data model. They just need to want to do so.

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