#tabular model

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[TabularEditor] Analizador de buenas prácticas de modelado

¿Sabían que existe un analizador de buenas prácticas en una external tool llamada tabular editor? tal vez ya sabían puesto que no es algo nuevo y lo anunció PowerBi oficial en su momento. Lo que es una novedad es que ahora existe una posibilidad de correrlo y que las descripciones estén en Español, italiano y japonés.

Éste artículo nos ayudará a hacer el chequeo de buenas prácticas con la tool y a utilizar las descripciones en español.

Lo primero que necesitamos para realizar esta práctica es la external tool tabular editor. Podemos conseguir la version gratuita en el siguiente enlace: https://github.com/TabularEditor/TabularEditor/releases

A partir de ese momento la tendremos disponible para hacer muchas cosas contra nuestro modelo, pero en este post solo veremos el tema del análisis de buenas prácticas.

Para proceder a chequear nuestro modelo, simplemente vamos a la tab de External Tools y abrimos Tabular Editor.

Nota: Puede que aparezca un mensaje que las ediciones del modelo que hagamos aquí corren por nuestra propia responsabilidad. Pueden tener la tranquilidad que el producto lleva años de estabilidad y testing sin fallas críticas.

En el menú de herramientas o tools veremos el analizador que también puede ser accedido con F10

Una vez abierto el menú administraremos las reglas agregando por URL las del GitHub de la plataforma https://github.com/microsoft/Analysis-Services/tree/master/BestPracticeRules

NOTA: Recordemos usar la información cruda en modo RAW ingresando al archivo BPARules y dando click en raw para obtener la URL

En el menú que se incorpora ingresamos la URL antes mencionada

Esto incorporará un item a la administración de reglas. Al seleccionarla podemos ver cada detalle de reglas que analizará por si queremos desactivar alguna.

Del mismo modo podemos incorporar las reglas en español. Si vemos bien el Github de reglas hay una carpeta spanish. Entonces repetimos el proceso con la URL de la RAW data del archivo BPARules.json y obtendremos el análisis en español:

De este modo podremos analizar más detalladamente que las mejores prácticas de modelado estén aplicadas en nuestro modelo y aquellas advertencias o errores por no completarlos, sean expresados en español. Al dar “Ok”, podremos apreciar las reglas que se expanden como una matriz con +/- para reflejar la columna, tabla o item que rompe la regla. 

A partir de ese punto queda en cada persona leer el informe y tomar decisiones sobre la modificación de cada hallazgo encontrado por el analizador.

Asi termina este tip para analizar la implementación de buenas prácticas en nuestros modelos. Espero que les sea de utilidad para llevar los modelos a su máximo nivel.

[ibarrau]

[PowerBi] Linaje de una medida

Power Bi ya tiene un buen tiempo en el mercado. Lo cual implica que en más de una oportunidad los analistas necesitamos partir desde un modelo previamente construido y no comenzar de 0 en un proyecto para iniciarlo.

Tomar un modelo previamente construido por otra persona, y a veces por nosotros también, suele ser algo complejo de entender a un primer vistazo. Si bien es cierto que debemos documentar, la realidad prueba que se hace poco e incompleto. A pesar de ello, es probable que seguir una documentación para develar el contenido de una medida nos sea complicado. Hoy vamos a ver como conocer el linaje de que usa y quienes usan la medida.

En esta oportunidad vamos a valernos de una herramienta que se conecta al modelo de Power Bi y puede salir en el menú de external tools como explique en un post anterior. Tabular Model, entre varias características, puede ser muy cómodo para explorar y escribir código DAX. Ésta sencilla herramienta nos ayudará con la magia. Si no tiene la tienen configurada como external tool es probable que necesiten generar un archivo pbit template de su desktop para conectarse. Recomiendo configurar su Power Bi Desktop para permitir las external tools.

A partir de ese momento podremos utilizar Tabular Editor. Dentro del mismo vamos a la tabla deseada y la medida que necesitamos analizar. Podemos seleccionarla y tocar el shortcut F3 o click derecho para el menú de dependencias:

Esta opción nos devuelve una pequeña ventana con dos opciones disponibles. 

1- Show objects on which [Medida] depend: con esta opción activa vamos a ver todas las medidas que se calcularon para llegar a la que estamos viendo. Por ejemplo, la siguiente imagen muestra que para calcular Venta promedio, se utilizaron las medidas monto venta y count of sales. Dentro de ellas las columnas involucradas para sus cálculos. Así sucesivamente todas las que se hayan utilizado.

2- Show objects that depend on [Medida]: ésta otra opción hará el camino contrario. Nos va a mostrar todas las medidas que utilizan la medida en la que nos posicionamos. Por ejemplo la medida Monto de Venta luego es utilizada por dos medidas, rentabilidad y venta promedio.

Gracias a la vista de dependencias de Tabular editor podremos seguir el hilo de las medidas creadas. La herramienta es de suma utilidad para dar soporte a medidas en grandes modelos como así también para comprender cálculos de un modelo que no hayamos creados.

Espero que les sea de utilidad y los ayude a comprender mejor el linaje de las medidas.

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