Power BI Assessment Report

This topic contains information about the Power BI assessment report. The assessment assesses workloads and produces in-depth insights that help to plan the migration in a phased manner. The input format for Power BI assessment is PBIT.

In This Topic:

Highlights
- Summary
- Columns
Analysis
- Files
- Worksheets
Lineage
Downloadable Reports

Highlights

The highlights section gives you a high-level overview of your assessment summary of the analytics performed on the selected workloads.

Summary

This section provides an overview of input source files and the associated workload inventory including entities, worksheets, filters, and more.

Files: Displays the total number of files.
Entities: Displays the total number of entities.
Worksheets: Displays the total number of worksheets.
Filters: Displays the number of filters that are applied to worksheets or graphs. Filters are used to filter out the data to minimize the data set size, remove irrelevant records, etc.
Measures: Displays the number of measures that are derived from tables using expressions. Measures are custom formula applied to the table/dataset for data analysis.

Columns

This section provides details about the columns in the entities including the total number of columns and number of calculated columns.

Total Columns: Displays the total number of columns available in the entities.
Columns: Displays the number of columns available in the entities.
Calculated columns: Displays the number of calculated columns. Calculated columns are columns in which expressions or operations such as min, max, sum, avg, etc. are applied to derive values.

Analysis

This topic provides a detailed examination of source files, and worksheets.

Files

This section provides a comprehensive analysis of the source file including statistical information about entities, worksheets, filters, and measures.

File Name: Displays the name of the file.
Entities: Displays the number of entities in each file.
Worksheets: Displays the number of worksheets in each file.
Filters: Displays the number of filters in each file.
Measures: Displays the number of measures in each file.

Worksheets

This section provides details about the worksheets including its name, visualization objects, filters, and more.

Worksheet Name: Displays the name of worksheet.
Visualization Objects: Displays the number of visualization objects in each worksheet. Clicking the value provides details about the specific visual types present on the worksheet.
Filters: Displays the number of filters in each worksheet.
Associated File: Displays the file path of each worksheet.

Lineage

End-to-end data and process lineage identify the complete dependency structure through interactive and drill-down options to the last level.

Typically, even within one line of business, multiple data sources, entry points, ETL tools, and orchestration mechanisms exist. Decoding this complex data web and translating it into a simple visual flow can be extremely challenging during large-scale modernization programs. The visual lineage graph adds tremendous value and helps define the roadmap to the modern data architecture. It deep dives into all the existing flows, like Autosys jobs, applications, ETL scripts, BTEQ/Shell (KSH) scripts, procedures, input and output tables, and provides integrated insights. These insights help data teams make strategic decisions with greater accuracy and completeness. Enterprises can proactively leverage integrated analysis to mitigate the risks associated with migration and avoid business disruption.

Now, let’s see how you can efficiently manage lineage.

To view the required lineage, enter the keywords in the Search Keywords field and then click the Search icon.

In addition, the filter search icon allows you to include or exclude particular nodes to obtain the required dependency structure. You can also choose the direction of the lineage. By default, the Dependency Direction is Left to Right Hierarchy. You can also choose Right to Left Hierarchy or Bidirectional dependency directions as required. Moreover, you can also increase the Hierarchy Levels to nth level.

Lineage facilitates you visualize how your selected nodes are connected and depend on each other. The nodes and their connecting edges (relationships) help you to understand the overall structure and dependencies.

Nodes	Edges
Report	Call
Data Source	Read
Worksheet	Execute
Logical Table	Write
Physical Table	OTHERS
File	Contains

Manage Lineage

This feature enables you to view and manage your lineage. You can add, modify, or delete nodes and their relationships to generate an accurate representation of the required dependency structure. There are two ways to update the lineage: either using Complete Lineage report or Lineage Template.

Using Complete Lineage report

Follow the below steps to modify the lineage:

Click the Manage Graph icon.

Click Download Complete Lineage to update, add, or delete the nodes and their relationships in the current lineage.

Once the complete lineage report is downloaded, you can make necessary updates such as updating, deleting or adding the nodes and its relationships.
After making the required changes, upload the updated lineage report in Upload to Modify Lineage.
Click Apply to incorporate the updates into the dependency structure.
Generate the required lineage.

Using Lineage Template

Follow the below steps to add new nodes and their relationships to the current lineage report:

Click the Manage Graph icon.

Click Download Lineage Template.

Once the lineage template is downloaded, you can add new nodes and relationships in the template.
After making the required changes, upload the template in Upload to Modify Lineage.
Click Apply to incorporate the updates into the complete dependency structure.
Generate the required lineage.

Important

To effectively manage lineage, you must adhere to the following rules:

Do not modify the column headers or their order in the Complete Lineage report or the Lineage template. The following are the column headers: source_name, source_type, target_name, target_type, relation_type, and database_id.
When deleting a row, retain the value in the database_id column and clear all the other column values.
When inserting a row, add all the column values except in the database_id column.
When updating a row, ensure that all the columns have relevant data.

Downloadable Reports

Downloadable reports allow you to export detailed Power BI assessment reports of your source data which enables you to gain in-depth insights with ease. To access these assessment reports, click Reports.

Types of Reports

In the Reports section, you can see various types of reports such as Insights and Recommendations, Source Inventory Analysis, and Lineage Report. Each report type offers detailed information allowing you to explore your assessment results.

Insights and Recommendations

This report provides an in-depth insight into the source input files. It contains the final output including information about worksheets, tables, graphs, measures, and more.

Here, you can see powerbi folder along with PowerBi Report.xlsx report.

PowerBi Report.xlsx: This report provides insights about the source inventory. It helps you plan the next frontier of a modern data platform methodically. It includes information about worksheets, tables, graphs, measures, and more.

This report contains the following information:

Report Summary: Provides information about all the generated artifacts.
Volumetric Info: Presents a summary of the aggregated inventory after analyzing the source files. For instance, it provides volumetric information about the total number of files, worksheets, graphs, measures, and so on.
Worksheet Summary: Lists all the worksheets along with information about the number of graphs, filters, and more.
DataSet Summary: Lists all theDataSet Complexity information about the number of Table, and more.
Visual Summary: Lists all theVisual Complexity with information about the number of filters, and more.
Table: Lists all the tables in the source files.
Graphs: Provides information about graphs including visual types, row values, categories, and more.
Measures: Measures are derived from tables using expressions. This sheet provides information about measures including associated tables and expressions.
Filters: Lists all the filters that are applied to worksheets or graphs. It includes information about tables, condition columns, condition values, and more.
Calculated Columns: Calculated columns are columns where expressions or operations such as min, max, sum, avg, etc., are applied to derive values. This sheet provides information about calculated columns including types, expressions, and more.

To access powerbi_table_partition_db.csv and powerbi_table_partition_transfom.csv reports, go to powerbi folder.

powerbi_table_partition_db.csv: This report provides information about table partitions along with partition expressions, functions, and more.

powerbi_table_partition_transfom.csv: This report provides information about functions and their parameter values present in each table partition.

Source Inventory Analysis

It is an intermediate report which helps to debug failures or calculate the final report. It includes all the generated CSV reports such as powerbi_summary.csv, powerbi_table.csv, powerbi_worksheet.csv, and more.

power_bi_dataset_complexity_summary.csv: This report provides information about dataset complexity. It includes information about the total number of tables, measures, columns, and more.

power_bi_visual_complexity_summary.csv: This report provides information about visual complexity. It includes information about the total number of filters, measures, columns, and more.

powerbi_summary.csv: This report provides information about the Power BI source input files. It includes information about the total number of sheets, tables, filters, and more.

powerbi_table.csv: This report provides information about tables in the source input files including the number of columns in each table.

powerbi_worksheet.csv: This report provides information about worksheets including the number of graphs, filters, and more.

Lineage Report

This report provides complete dependency details for all nodes. It provides an end-to-end data and process lineage that helps to identify the complete dependency structure and the data flow.

This report contains the following information:

Dependency (Process): Provides information about the process lineage.
Dependency (Data): Provides information about the data lineage.
Nodes: Lists all the source and target nodes along with its type.
Dependency (Data Model): Provides dependency details about the data models.
Volumetric Info (Summary): Provides volumetric information about the artifact types such as input tables, output tables, and more.