{"id":1,"date":"2024-12-20T00:45:27","date_gmt":"2024-12-20T00:45:27","guid":{"rendered":"https:\/\/alanavelar.com\/?p=1"},"modified":"2025-01-20T22:57:36","modified_gmt":"2025-01-21T01:57:36","slug":"como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi","status":"publish","type":"post","link":"https:\/\/alanavelar.com\/en\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/","title":{"rendered":"How self-service modeling can benefit your Power BI project"},"content":{"rendered":"

Without exception, every data analyst has heard about Self-service BI<\/strong>, especially when discussing Power BI, a tool that serves everyone from those managing businesses with Excel spreadsheets, to multinationals with Data Lakes and Data Warehouses<\/strong> connected to multiple sources and data types.<\/p>\n\n\n\n

However, hearing about the topic clearly tells us the 'what'<\/strong>, now we need to talk about the 'how'<\/strong>.<\/p>\n\n\n\n

A good solution is followed not only by a complete report, with concise and useful analyses, but also by a scalable data structure<\/strong>, simple and easy to interpret<\/strong>, both for the end user consuming the data and for other teams or resources maintaining it.<\/p>\n\n\n\n

And that's where self-service-oriented modeling comes in. It brings benefits in making it easier for the user to understand how to use and interpret model data<\/strong>, as well as helping with the handover to technical teams<\/strong>.<\/p>\n\n\n\n

\n

\u201cAhh, but that\u2019s still not the how\u2026 \ud83d\ude44\u201d<\/em><\/p>\n<\/blockquote>\n\n\n\n

One self-service-oriented modeling<\/strong> is generally suited to the realities of the project and the business. This involves available resources, including technical, human, technological, financial, etc.<\/p>\n\n\n\n

However, there are some key points <\/strong>that we can consider when we think broadly. They are:<\/p>\n\n\n\n

1 \u2013 Centralize your transformations separately from your data load.<\/h3>\n\n\n\n

Whenever possible, separate your transformation process, grouping it by the preferred transformation type, so that the steps are isolated and occur in a logical order.<\/p>\n\n\n\n

\n

\u201cI don\u2019t have a tool, just Power BI.\u201d<\/em><\/p>\n<\/blockquote>\n\n\n\n

Use dataflows to build your 'Data Warehouse' and always seek to reuse common tables in multiple projects, ensuring a single source of truth (SSoT).<\/p>\n\n\n\n

\n

\u201cBut I don\u2019t have access to the Dataflows\/I don\u2019t know how to use them.\u201d<\/em><\/p>\n<\/blockquote>\n\n\n\n

No problem. You can create folders in your Power Query<\/strong> and separate them into Transformations and Loads. Ensure that all tables with common sources are referenced by the same object<\/strong>, also maintaining the concept of the single source of truth.<\/p>\n\n\n\n

2 \u2013 Keep friendly names for tables, columns and measures.<\/h3>\n\n\n\n

Unlike traditional databases, in Power BI we can use user-friendly names<\/strong>, allowing spaces, capital letters, and even accents. This makes it easier for people who do not have technical experience to use the tool in a more effectively.<\/p>\n\n\n\n

For example:<\/p>\n\n\n\n

    \n
  • Instead of using FT_Sales2024_BR<\/strong>, use Sales of the Year 2024<\/strong>.<\/li>\n\n\n\n
  • Instead of your date columns having the prefix or suffix \u201cdt_\u201d<\/strong>, call them Date<\/strong>, literally. Date of sale, Date of order, Date of shipment, etc.<\/li>\n\n\n\n
  • Instead of calling your measure sales_Jan_page_1_br<\/strong>, use Sales in January<\/strong>.<\/li>\n<\/ul>\n\n\n\n

    And speaking of measures\u2026<\/p>\n\n\n\n

    3 \u2013 Always try to create self-service measures.<\/h3>\n\n\n\n

    Does your measure make sense to create a new tab and plot a new chart<\/strong>? If not, you can improve it!<\/p>\n\n\n\n

    If mandatory filters are required on the screen, create conditionals so that they respect the one that comes by default <\/em>(Don't forget to document this, either in the measurement description or in the project's supporting document.<\/strong>).<\/p>\n\n\n\n

    \n

    \u201cBut not all of my measurements will be visible to the end user\u2026\u201d<\/em><\/p>\n<\/blockquote>\n\n\n\n

    \n

    \u201cBut my DAX is already complex, I may lose performance if I add more implicit filters\u2026\u201d<\/em><\/p>\n<\/blockquote>\n\n\n\n

    In this case, create a new measurement table, call it \u2013 for example \u2013 \u201cSelf Service Measures\u201d <\/strong>and create your measures that will be passed on to the end user team.<\/p>\n\n\n\n

    This will help in organizing the measures that should be used for the report to work and what should be used in the day-to-day self-service.<\/p>\n\n\n\n

    \ud83c\udfc6 PRO TIP: Just as we mentioned in step 1, reference the self-service measures based on the original ones, if any. Single source of truth and such, you get it, right?<\/em><\/strong><\/p>\n\n\n\n

    Phew, we've covered some of the main points, but let's talk about, in practice\u2014does it work?<\/strong><\/p>\n\n\n\n

    Of course, all of this includes a greater effort in modeling planning, architecture, and the resources involved, but it certainly WORKS<\/strong>!<\/p>\n\n\n\n

    Just keep in mind, you are not delivering a report; you are delivering a solution<\/strong>. A data cube. A tool that will provide autonomy, consistency and generate qualified information for its users.<\/p>\n\n\n\n

    \n

    \u201cAhh, but isn\u2019t there a way to make a table so we can export it to Excel?\u201d<\/em><\/p>\n<\/blockquote>\n\n\n\n

    \n

    \u201cAhh, but my report is different from the dash\u2026\u201d<\/em><\/p>\n<\/blockquote>\n\n\n\n

    \n

    \u201cAhh, but I needed to cross-reference this data with a local table\u2026\u201d<\/em><\/p>\n<\/blockquote>\n\n\n\n

    Say goodbye <\/strong>to these sentences. Say hello to the Democratization of Data<\/strong>!<\/p>\n\n\n\n

    Have you ever experienced situations like this? Comment below <\/strong>and tell me more about\u2026<\/p>","protected":false},"excerpt":{"rendered":"

    A self-service model can benefit your company (a lot) on a daily basis. But do you even know where to start? Check it out here.<\/p>","protected":false},"author":1,"featured_media":28,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[4],"class_list":["post-1","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artigos","tag-self-service"],"yoast_head":"\nComo uma modelagem self service pode beneficiar seu projeto no Power BI - Alan Avelar<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/alanavelar.com\/en\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Como uma modelagem self service pode beneficiar seu projeto no Power BI - Alan Avelar\" \/>\n<meta property=\"og:description\" content=\"Uma modelagem self service pode beneficiar (e muito) sua empresa no cotidiano. Mas voc\u00ea sabe ao menos por onde come\u00e7ar? Confira aqui.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/alanavelar.com\/en\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/\" \/>\n<meta property=\"og:site_name\" content=\"Alan Avelar\" \/>\n<meta property=\"article:published_time\" content=\"2024-12-20T00:45:27+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-21T01:57:36+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/alanavelar.com\/wp-content\/uploads\/2024\/12\/1721177197386-e1734654522433.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Alan Avelar\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Alan Avelar\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/\"},\"author\":{\"name\":\"Alan Avelar\",\"@id\":\"https:\/\/alanavelar.com\/#\/schema\/person\/95f41e6038e1a98ea3c5737e5dae495e\"},\"headline\":\"Como uma modelagem self service pode beneficiar seu projeto no Power BI\",\"datePublished\":\"2024-12-20T00:45:27+00:00\",\"dateModified\":\"2025-01-21T01:57:36+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/\"},\"wordCount\":809,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/alanavelar.com\/#\/schema\/person\/95f41e6038e1a98ea3c5737e5dae495e\"},\"image\":{\"@id\":\"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/alanavelar.com\/wp-content\/uploads\/2024\/12\/1721177197386-e1734654522433.jpeg\",\"keywords\":[\"self service\"],\"articleSection\":[\"Artigos\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/\",\"url\":\"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/\",\"name\":\"Como uma modelagem self service pode beneficiar seu projeto no Power BI - Alan Avelar\",\"isPartOf\":{\"@id\":\"https:\/\/alanavelar.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/alanavelar.com\/wp-content\/uploads\/2024\/12\/1721177197386-e1734654522433.jpeg\",\"datePublished\":\"2024-12-20T00:45:27+00:00\",\"dateModified\":\"2025-01-21T01:57:36+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#primaryimage\",\"url\":\"https:\/\/alanavelar.com\/wp-content\/uploads\/2024\/12\/1721177197386-e1734654522433.jpeg\",\"contentUrl\":\"https:\/\/alanavelar.com\/wp-content\/uploads\/2024\/12\/1721177197386-e1734654522433.jpeg\",\"width\":1200,\"height\":600},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"In\u00edcio\",\"item\":\"https:\/\/alanavelar.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Como uma modelagem self service pode beneficiar seu projeto no Power BI\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/alanavelar.com\/#website\",\"url\":\"https:\/\/alanavelar.com\/\",\"name\":\"Alan Avelar\",\"description\":\"Contribuindo para um mundo com melhores decis\u00f5es.\",\"publisher\":{\"@id\":\"https:\/\/alanavelar.com\/#\/schema\/person\/95f41e6038e1a98ea3c5737e5dae495e\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/alanavelar.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":[\"Person\",\"Organization\"],\"@id\":\"https:\/\/alanavelar.com\/#\/schema\/person\/95f41e6038e1a98ea3c5737e5dae495e\",\"name\":\"Alan Avelar\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/alanavelar.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/alanavelar.com\/wp-content\/uploads\/2024\/12\/cropped-Untitled.png\",\"contentUrl\":\"https:\/\/alanavelar.com\/wp-content\/uploads\/2024\/12\/cropped-Untitled.png\",\"width\":512,\"height\":512,\"caption\":\"Alan Avelar\"},\"logo\":{\"@id\":\"https:\/\/alanavelar.com\/#\/schema\/person\/image\/\"},\"sameAs\":[\"https:\/\/alanavelar.com\",\"instagram.com\/tameimpalan\",\"linkedin.com\/in\/alan-avelar\"],\"url\":\"https:\/\/alanavelar.com\/en\/author\/alan-avelar95gmail-com\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Como uma modelagem self service pode beneficiar seu projeto no Power BI - Alan Avelar","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/alanavelar.com\/en\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/","og_locale":"en_US","og_type":"article","og_title":"Como uma modelagem self service pode beneficiar seu projeto no Power BI - Alan Avelar","og_description":"Uma modelagem self service pode beneficiar (e muito) sua empresa no cotidiano. Mas voc\u00ea sabe ao menos por onde come\u00e7ar? Confira aqui.","og_url":"https:\/\/alanavelar.com\/en\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/","og_site_name":"Alan Avelar","article_published_time":"2024-12-20T00:45:27+00:00","article_modified_time":"2025-01-21T01:57:36+00:00","og_image":[{"width":1200,"height":600,"url":"https:\/\/alanavelar.com\/wp-content\/uploads\/2024\/12\/1721177197386-e1734654522433.jpeg","type":"image\/jpeg"}],"author":"Alan Avelar","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Alan Avelar","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#article","isPartOf":{"@id":"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/"},"author":{"name":"Alan Avelar","@id":"https:\/\/alanavelar.com\/#\/schema\/person\/95f41e6038e1a98ea3c5737e5dae495e"},"headline":"Como uma modelagem self service pode beneficiar seu projeto no Power BI","datePublished":"2024-12-20T00:45:27+00:00","dateModified":"2025-01-21T01:57:36+00:00","mainEntityOfPage":{"@id":"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/"},"wordCount":809,"commentCount":0,"publisher":{"@id":"https:\/\/alanavelar.com\/#\/schema\/person\/95f41e6038e1a98ea3c5737e5dae495e"},"image":{"@id":"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#primaryimage"},"thumbnailUrl":"https:\/\/alanavelar.com\/wp-content\/uploads\/2024\/12\/1721177197386-e1734654522433.jpeg","keywords":["self service"],"articleSection":["Artigos"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/","url":"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/","name":"Como uma modelagem self service pode beneficiar seu projeto no Power BI - Alan Avelar","isPartOf":{"@id":"https:\/\/alanavelar.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#primaryimage"},"image":{"@id":"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#primaryimage"},"thumbnailUrl":"https:\/\/alanavelar.com\/wp-content\/uploads\/2024\/12\/1721177197386-e1734654522433.jpeg","datePublished":"2024-12-20T00:45:27+00:00","dateModified":"2025-01-21T01:57:36+00:00","breadcrumb":{"@id":"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#primaryimage","url":"https:\/\/alanavelar.com\/wp-content\/uploads\/2024\/12\/1721177197386-e1734654522433.jpeg","contentUrl":"https:\/\/alanavelar.com\/wp-content\/uploads\/2024\/12\/1721177197386-e1734654522433.jpeg","width":1200,"height":600},{"@type":"BreadcrumbList","@id":"https:\/\/alanavelar.com\/como-uma-modelagem-self-service-pode-beneficiar-seu-projeto-no-power-bi\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"In\u00edcio","item":"https:\/\/alanavelar.com\/"},{"@type":"ListItem","position":2,"name":"Como uma modelagem self service pode beneficiar seu projeto no Power BI"}]},{"@type":"WebSite","@id":"https:\/\/alanavelar.com\/#website","url":"https:\/\/alanavelar.com\/","name":"Alan Avelar","description":"Contribuindo para um mundo com melhores decis\u00f5es.","publisher":{"@id":"https:\/\/alanavelar.com\/#\/schema\/person\/95f41e6038e1a98ea3c5737e5dae495e"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/alanavelar.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":["Person","Organization"],"@id":"https:\/\/alanavelar.com\/#\/schema\/person\/95f41e6038e1a98ea3c5737e5dae495e","name":"Alan Avelar","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/alanavelar.com\/#\/schema\/person\/image\/","url":"https:\/\/alanavelar.com\/wp-content\/uploads\/2024\/12\/cropped-Untitled.png","contentUrl":"https:\/\/alanavelar.com\/wp-content\/uploads\/2024\/12\/cropped-Untitled.png","width":512,"height":512,"caption":"Alan Avelar"},"logo":{"@id":"https:\/\/alanavelar.com\/#\/schema\/person\/image\/"},"sameAs":["https:\/\/alanavelar.com","instagram.com\/tameimpalan","linkedin.com\/in\/alan-avelar"],"url":"https:\/\/alanavelar.com\/en\/author\/alan-avelar95gmail-com\/"}]}},"_links":{"self":[{"href":"https:\/\/alanavelar.com\/en\/wp-json\/wp\/v2\/posts\/1","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alanavelar.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alanavelar.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alanavelar.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alanavelar.com\/en\/wp-json\/wp\/v2\/comments?post=1"}],"version-history":[{"count":2,"href":"https:\/\/alanavelar.com\/en\/wp-json\/wp\/v2\/posts\/1\/revisions"}],"predecessor-version":[{"id":89,"href":"https:\/\/alanavelar.com\/en\/wp-json\/wp\/v2\/posts\/1\/revisions\/89"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alanavelar.com\/en\/wp-json\/wp\/v2\/media\/28"}],"wp:attachment":[{"href":"https:\/\/alanavelar.com\/en\/wp-json\/wp\/v2\/media?parent=1"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alanavelar.com\/en\/wp-json\/wp\/v2\/categories?post=1"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alanavelar.com\/en\/wp-json\/wp\/v2\/tags?post=1"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}