Power BI Lineage and Impact Analysis

Another new feature from the May 2020 Microsoft Business Applications Summit

This became available in April 2020 and its a fantastic feature. Lets have a look at it

There is a lot going on in the Adventureworks Portal. Lets go to View to go into the Lineage View

The Lineage View gives us a lot of information so lets look at everything in more detail

Data Source

We start with the data sources. this gives us information about the type of Data Source

  • Local Database
  • Azure Database
  • xlsx

Click on each source to find out more information

Dataflow

I can immediately see there are issues with the dataflow

Clicking the two arrows allows you to see the lineage of just that one object

Everything else is greyed out

Clicking on the data flow shows you the objects within the flow but you cant look any further at the items within the object or any of the code behind the objects

Data Sets

Note the blue icons. This shows that the data set has been promoted for use. There is also an icon for certified data sets (If admin allows you to certify).

You can Promote datasets, Dataflows are currently in Preview. To do this, go to the Settings and Endorsement

Back to the Lineage

Within the data set we can now see the data items within each table object.

We can also see the measures that have been created with DAX, but we cant see the code that creates the DAX

Reports

The Reports contain all the visuals. If you click on the Up Arrow you can open the report

Dashboards

Finally information about the dashboards.

the great thing about Lineage is the ability to see everything that connects together

This will even work for reports and dashboards that are connected to data sets in other App workspaces.

Alerts

Check the impact of any changes. here we see if impacts very little.

You can also send an email to everyone who needs to be notified that a new data set is being published. this goes out to your Contacts List

Go to Your App workspace and select Workspace Settings

Go into Advanced and change the contact list. this will ensure that everyone receives an email about any impacts and changes.

Microsoft Business Applications Summit 2020 and what is means for Power BI users

The Microsoft Business Applications Summit was held online this year on the 6th of May and as a UK user, that meant an entertaining evening of Power BI and Business applications learning and updates .

https://www.microsoft.com/en-us/businessapplicationssummit

The evening was incredibly well thought out with 30 minute sessions on each of the Power Platform areas.

  • Power BI
  • Power Apps
  • Power Automate
  • Power Virtual Agents

Our attendance was mostly based on the Power BI sessions that night. We wanted to focus on what to get excited about with Power BI and when to get excited about it. However there were also some great overviews of how to use all the applications together which helped us to understand the Power platform as a whole.

Power BI Is split into key area to drive data culture in your organisation

And each of these areas contain some fantastic new updates.

Each area is going to be looked at in a lot more detail in blog posts to follow but in the first instance, lets take a look at all the exciting updates.

Amazing Data Experiences

There are now over 2 million Power BI desktop users. 97% of all Future 500 businesses use Power BI. It is the Leader on the Gartner 2020 Magic Quadrant https://www.informatica.com/gb/magic-quadrant-MDM.html, and on the Forrester Wave https://info.microsoft.com/ww-landing-Forrester-Wave-Enterprise-BI-platforms-website.html?LCID=EN-US

All this comes from providing amazing data experiences to customers.

AI Infused Experiences

The very first AI visual for Power BI was the Key Influencer. Next came the Decomposition Tree and then the Q&A visual. All these visuals have proved big hits with report consumers who get the ability to understand all the factors that drive a metric, and can ask more and more questions against data in their own way.

Lets have a look at some of the Updates, and even more exciting is the new visual coming for Smart Narratives

Key Influencers Update

Key influencers are fantastic and we have been using them the moment they were added into Power BI as preview.

We have used it across lots of projects, For example, Social Media influencers. What influences a negative tweet. Customer Churn is another great use case for the Key influencer

April 2020

Key Influencers now supports continuous analysis for numeric targets

  • May 2020

Binning Support, Formatting options and Mobile Support

  • June 2020

More Visual Updates go into preview and will now be usable for Live Connect

  • July 2020

Counts will go into preview

  • August 2020

All the key Influences improvements should be moving to GA (General Availability)

Power BI Decomposition Trees Update

The Key influencer allows you to analyse a category within your data and discover influences and segments. The Decomposition tree allows a report consumer to analyse a business metric however they want.

  • May 2020

You will be able to conditionally format your visual very soon. Using the above visual, you might have the most engaged businesses in Nottingham, but conditional formatting could show the most percentages of meeting cancellations. We can do conditional formatting on another metric

You will also be able drill through from the decomposition tree visual to more detailed data.

There is a reason why people love this visual and we cannot wait to start implementing these updates into our reports.

  • June 2020

The Decomposition Tree will now be out of Preview and in General Availability

Q&A Visual

We can now include Q&A in the reports as well as just from the dashboards and there are some great new updates for this

  • April 2020

Add Terms within Q&A allow for better synonym matching and Suggest questions will allow you to tailor some ready made questions for your user

  • May 2020

New Q&A Visual Updates (TBA)

  • September 2020

Direct Query will be coming for Q&A Visuals.

New AI Visual – Smart Narratives

  • Available Later this year

We got a sneak peak of the New Smart Narratives visual and it looks so good.

Report authors will be able to add dynamic interactive narratives to reports and visuals. These narratives update when you slice and dice the data.

It automatically does trend analysis

The visual calculates the growth automatically with no user imput required

You can also add dynamic values as part of the narrative and even use Q&A to create the value

This is one development we are really looking forward to.

Power BI End User Personalisation

  • June 2020

Another development that is going to change things for report consumers in a really good way is personalisation


You may love a stacked area chart but Julie in HR May hate them. Consumers can now click on a visual, go to personalise and change the visual to suit their needs better. This visual is saved specifically for that user (As a modified view with a personal bookmark) and its easy to go back to the original visual.

This is currently in Preview so if you want to take advantage of it, make sure you go to Options and Settings > Options > Preview Features

PowerPoint for Data – Onboarding and Lessons Learned

Microsoft acknowledge that PowerPoint has really good on boarding features. Lots of people happily use Powerpoint. They should have the same experience with power BI

All the following updates come from lessons learned with PowerPoint:

  • April 2020

Lassoo Select of visuals and Datapoints. this is great. finally you can lasso (Drag a rectangle around) a number of visuals together in desktop. You can even do this with data points

  • May 2020

Drop Shadows. How to make a great report look even Nicer. Add Shadows to them. Another feature I cant wait to use

Power BI Templates Experience

  • September 2020

Report authors will get lots of help to create report pages with pre-made templates like PowerPoint layouts. Obviously Templates can already be created for Power BI but this will make everything much more intuitive and easy to use.

I’m a big fan of Story boarding in PowerPoint. I wonder if we will see this come into play in power BI?

Modern Enterprise BI

Power BI is no more a business led self service tool. Its can now be used right across your large scale business enterprise. We can now use Power BI as an enterprise scale analytics solution bringing together all our insights to drive actions and improve performance.

There are lots of key points to consider within this Microsoft strategy area. For example:

  • Admin and Governance
  • Lifecycle Management
  • Lineage and impact Analysis

The modern enterprise BI has the most impact when customers are using Power BI Premium capacity nodes. lets have a look at some of these areas in a little more detail, and specifically understand what Power BI License you need to have to make use of these new capabilities.

Power BI Lineage and Impact Analysis

  • April -2020

Lineage and Impact Analysis went into Public Preview in October 2019. We are very much looking forward to looking at this in more detail very soon.

the real excitement is, the ability to incorporate more services within Azure into the Lineage which will make it much more essential when looking at how your data is structured

Within the Power BI service, Change the view to Lineage View

You get little logos to show if your dataflows or data sets are promoted or certified.

Impact analysis is available from your data set. clicking Impact Analysis will allow you to assess the impact of a data set change. How will your changes impact downstream reports and dashboards?

You can also see your visitors and views and even notify people about upcoming changes.

It appears to be available for Pro as well as Premium but as yet, we aren’t aware of any differences between the two.

This will be explored in much more detail in a post coming soon.

Enterprise Semantic Models

Another big game changer for Power BI Users

Again, we are moving away from creating your data set within a power BI pbix file which is only available for the user. Just like Analysis Services Tabular Model, we can now create the model with Power BI, available for everyone to use, From business users, analysts, to Power Users.

The enterprise semantic model comes with some great updates:

Shared and certified Datasets

  • April 2020

When you certified a dataset in Power BI, You are stating that this data set is a single version of the truth. when we connect to a certified dataset the model may contain a large amount of data, and your specific reporting requirements may require you to only select a few tables from the central model.

XMLA Endpoint

  • May 2020

Power BI Premium Only

XMLA Endpoint allows 3rd parties to connect just like you can with Analysis Services models. This is yet another game changer as it allows organisations to create the one version of the truth using power BI.

Previously, this could have been done using Analysis Service, either in the cloud or on premise. Your own centralised Tabular model. this data model could be connected into from various data visualisation tools, and data management tools, e.g SQL Service Management Studio, DAX Studio, ALM tookit etc.

Now with XMLA endpoints open platform connectivity, the datasets you create in Power BI will be useable from a variety of other data visualisation tools, if your users don’t want to use Power BI.

This is excellent for IT Led self service. Your centralised Power BI Team can create the dataflows and models and business users can take those models and run with them. obviously Power BI is fantastic but you don’t lose out on users who absolutely want to stick with the visualisation tool that they know.

This is all about delivering a single one version of the truth semantic data model

Power BI Extensibility

  • Available later this year

This will enable external tool extensibility to unlock additional semantic modelling capabilities.

will all be able to get access to the Power BI Tabular model (data set) in the same way as they would an Analysis Services Tabular model.

This is due out later this year and as yet, its unsure if this is just for Premium or if it will be available to pro users too.

Translations (Available with Power BI Extensibility)

Translations allows you to create multi cultural datasets. These meta data translations are an offering of the analysis services semantic model, and previously locked away in the Analysis Services engine.

The extensibility model for Power BI will soon allow us to finally use Power BI translations within power BI Desktop

Clicking Tabular Editor allows you to connect to your Power BI dataset and use Analysis Services Features. Translations being one of the major draws to Analysis Services Tabular.

This should be available later this year, and will be looked at in much more detail within future posts

Deploy to Workspace Incremental Metadata only deployment

This is a Premium Only service. Imagine that you have implemented your translations and want to publish your new data set.

There are no data changes so you don’t want publish to involve the data. When you publish you will get impact analysis

However, you actually want to do an Incremental meta data only deployment. So instead of simply publish, go to the Settings within the Workspace in Power BI Service.

Go to your Premium tab

And copy the Workspace connection link. this Workspace connection can be used just like an Analysis Services Workspace. You can use this workspace name with the ALM toolkit (Under Extensibility) to look at comparisons and pick and choose what you want to update.

The Power BI Tabular model has been processed in the same way as you would an Analysis model. Thanks to these new External tools we can do so much more with the power BI Datasets.

Composite Report Models

  • September 2020

We have looked at the enterprise Semantic Model from the BI Developer. Now its time to look at what we can do for the data analysis.

Previously, there has been lots of talk about composite modelling

“Allows a report to have multiple data connections, including DirectQuery connections or import”

Composite models allow the developer to created an aggregated data set which allows you to reduce table sizes by having imported data at granular level (So you get the full suite of DAX to work with) and then you can drill down to granular data in direct query mode.

Composite report models are basically composite reports as opposed to composite models. I got a little confused between the two as they are both called composites but they are quite different.

As a data analyst you get data from a Certified data set. this is essentially a Live Query because you are connecting to a Power BI tabular model


these screen grabs are from the Conference. We will be researching this with our own data sets in due course

The analyst will now be able to combine data from multiple data sets and create relationships between them. Composite modelling can be mashed up with local data by the analyst. This will bring so much more power to the analyst.

It will be really interesting to see how this works over the next few months. Again its uncertain if this will be available for Pro users but we will be looking at this in much more detail soon.

Full Application Lifecycle Management

  • Public Preview May 2020

Power BI currently consists of the App Workspace (for collaboration) and Apps for consumers. this gives you your development, test and production environments.

Deployment Pipelines is the next level of lifecycle management. If you use DevOps you have seen and probably used Pipelines for other business requirements. For Premium capacity Workspaces, Pipelines can now be created to deploy to Develop, test and production Environments

This is a fantastic new development for modern enterprise BI. Each Workspace can be compared within Service and allows you to be more agile and responsive to users needs. We are really excited about this one.

Drive a Data Culture with pervasive BI throughout your Organisation

Automatic Performance optimisation with Azure Synapse Analytics

Relates to the Data Stack. Microsoft are working on deep integration with Azure Synape Analytics.

We will be looking at this in more detail later but there are big changes coming:

  • Materialised views to improve performance within the Synapse layer.
  • Useage based Optimisation against Synapse.

Common Data Service

This sits with the Action key point for driving data culture. this is another area that the Microsoft team were very excited about. As yet we are being cautious and want to do some more research around this topic.

You will now be able to direct query the Common Data Service. the CDS ties in with Power Apps and seems to be used very much within that domain. Its worth noting again at this point that Power BI Does not exist alone. It is part of the Power platform.

Internal data is stored in CDS. External data is brought in via connectors. there are 350+ connectors that can be used for External data. However data within the CDS is Smart, Secure, and Scalable.

We will be looking at CDS in much more detail in relation to Power BI

This is just a first high level look at some of the offerings from the Business Applications summit. There are so many great sessions to look at for more in depth details. It looks like an incredibly exciting time to be involved with Microsoft business Apps.

Power BI Service Data Lineage View

I was logging into Power BI this morning when I saw this exciting new feature

we are always looking at new solutions to provide good data lineage so this is well worth a look

Data lineage includes the data origin, what happens to it and where it moves over time. Data lineage gives visibility while greatly simplifying the ability to trace errors back to the root cause in a data analytics process. 

Wikipedia

I have an App workspace set up for Adventureworks so lets have a look at Lineage using this project

Column 1 is my data source. I can see I’m using a local database and I’m also using an xlsx spreadsheet to bring in data.

In most of my projects I’m working on the ETL in Data factory, transforming data in Stored Procedures etc. for example, for a social media feed, I have a logic app that moves tweets to an Azure Data Storage NOSQL table. Data Factory then transfers this data across into a central Azure Data Warehouse. The Power BI Lineage would pick up at the data Warehouse stage. It wont take into account that there is a lot of work previous to this

Column 2 is the data set in Power BI

Column 3 provides Report information

Column 4 displays the Dashboards

You can click on a data flow node to drill down into more detail

Currently you cant go any further to look at the data items

Click on the Link icon to see the data flow for that item. In this case the Report.

This is a great start but there definitely needs to be more information here to make it something that you would want to use as a proper Data Lineage Tool

  • It would be good to see the fields in each Entity for the Data Sets
  • As an extra, it would be great to see what fields are being used in Measures and calculated Fields
  • Reports – For me, Id like to know for every page in my report
    • What field am I using from the data source
    • What calculated columns I have created (Even better with the DAX Logic)
    • Any Name changes from Data Source to Power BI
    • What measures I have created (Even better with the DAX Logic)
  • For the Dashboard, What items I am using in the dashboards (Fields, Measures, Calculated Columns
  • An Important part of data lineage is getting and understanding of the entire process. This includes data transformations pre Power BI. If you cant do that in here, it would be great to be able to extract all the information out so you can use it in some way with your other Linage information to provide the full story. for example:

Azure Data Catalogue

Azure Data Catalog is a fully managed cloud service. Users can discover and consume data sources via the catalog and is a single , central place for all the organisation to contribute and understand all your data sources.

https://eun-su1.azuredatacatalog.com/#/home

I have already registered Our Data Catalog, and I have downloaded the desktop app

As an Example I want to connect to Azure Table Storage (Connect using Azure Account name and Access Key)

At this point I’m registering everything in the storage table. then I can view the information in the Azure Portal.

You can add a friendly Name, description, Add in expert (in this case me). Tags and management information

I have added Data Preview so you can view the data within the object. there is also documentation and Column information to look at

In the data catalog you can manually add lots of description to your tables along with documentation.

This is great for providing lots of information about your data . You can explore databases and open the information in other formats (Great if you need to supply information to another Data lineage package

I will be having a look at the Azure Data catalog in more detail later to see how it could help to provide full data lineage

Azure Data Factory

Data factory is the Azure ETL Orchestration tool. Go into Monitoring for Lineage Information. However, there doesn’t seem to be a way to export this information to use. Data Factory wont take into account the work done in, for example a stored Procedure

Again this is another area to look into more.

Stored Procedures

When you use Stored Procedures to transform you data, its harder to provide automated Linage on your code. There are automated data lineage tool for SQL out there, but it would be great if there was a specific Tool within Azure that creates Data Lineage information from your Stored Procedures

Azure Logic Apps

Data for my project is collected via Logic Apps before being Processed into an Azure Data Warehouse.

Essentially, we need out data lineage to capture everything all in one place.

And just as important. everything should be as automated as possible. If I quickly create a measure, the data lineage should reflect this with no manual input needed (Unless you want to add some description to the new measure as to why it was created)

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