1. Difference Between a Report and a Dashboard
Report:
- A report in Power BI is a multi-page, interactive document created in Power BI Desktop.
- It includes multiple visualizations such as charts, graphs, tables, slicers, and maps.
- Reports allow deep analytical exploration. Users can interact, filter, and drill down into data.
- Reports are ideal for detailed data storytelling and insight discovery.
Dashboard:
- A dashboard is a single-page, interactive canvas in Power BI Service.
- It shows a snapshot of key KPIs or visuals pinned from different reports or datasets.
- Dashboards are best for high-level monitoring and quick insights.
Summary: Reports are best for deep analysis, while dashboards provide a quick overview.
2. Types of Power BI Licenses
- Power BI Free: For individual use. Limited sharing, no collaboration.
- Power BI Pro: Enables sharing and collaboration. Ideal for small teams.
- Power BI Premium (Per User – PPU): Includes Pro features + AI capabilities and larger data models.
- Power BI Premium (Per Capacity): Organization-wide use. Scalable and robust.
Reason for Licensing: These plans allow flexibility based on scale, collaboration, and performance needs.
3. What is DAX? Difference Between Measures & Calculated Columns
DAX (Data Analysis Expressions) is a formula language for creating custom metrics in Power BI.
Measures:
- Calculated on-the-fly based on filters/slicers.
- Used for aggregated values (e.g., SUM, AVERAGE).
- Example:
Total Sales = SUM(Sales[Amount]) - Efficient in memory usage.
Calculated Columns:
- Computed when data is loaded or refreshed.
- Stored in the data model; used like regular columns.
- Example:
FullName = [FirstName] & " " & [LastName] - Useful for categorization or row-wise computation.
Reasoning: Measures are dynamic and lightweight. Calculated columns are static and consume memory.
4. SUM vs SUMX, CALCULATE & SUMMARIZE in DAX
SUM:
- Aggregates a single column.
SUM(Sales[Amount])
SUMX:
- Row-by-row calculation followed by aggregation.
SUMX(Sales, Sales[Qty]*Sales[Price])
CALCULATE:
- Modifies the filter context.
CALCULATE(SUM(Sales[Amount]), Sales[Year] = 2024)
SUMMARIZE:
- Creates summary tables with group-by logic.
SUMMARIZE(Sales, Sales[Region], "Total Sales", SUM(Sales[Amount]))
Concept Clarity: Use SUM for simple aggregation; SUMX for row-wise logic. CALCULATE alters context, and SUMMARIZE builds group-level tables.
5. Time Intelligence Functions
Used to analyze time-based data like YTD, MTD, YOY comparisons.
Examples:
TOTALYTD(SUM(Sales[Amount]), Dates[Date]): Computes year-to-date total.SAMEPERIODLASTYEAR(Dates[Date]): Compares current with last year’s period.
Reason: Helps create dynamic time-based KPIs and performance analysis.
6. Scheduled Refresh vs Incremental Refresh
Scheduled Refresh:
- Reloads entire dataset at defined intervals.
- Useful for small-to-medium datasets.
Incremental Refresh:
- Only refreshes new or modified data.
- More efficient for large datasets.
- Uses partitions and date filters.
Concept Clarity: Scheduled is simpler, but incremental is better for big data performance.
7. What is a Gateway? Types of Power BI Gateways
Gateway connects on-premises data sources to Power BI Service.
- Personal Gateway: Single user; not shareable; runs on a user’s machine.
- Standard/Enterprise Gateway: Multiple users; supports various data sources; managed centrally.
Reason: Gateways ensure secure data refresh and real-time access for on-prem data.
8. Direct Query vs Import Mode
Direct Query:
- Live connection to the source.
- Real-time updates but may affect performance.
Import Mode:
- Data imported and stored in Power BI.
- Faster performance; supports full modeling features.
Concept Clarity: Use Import for performance; DirectQuery for real-time accuracy.
9. What is Row-Level Security (RLS)? Static vs Dynamic RLS
RLS restricts data access for users.
- Static RLS: Predefined roles with fixed filters.
- Dynamic RLS: Uses
USERNAME()function with security table to filter data at runtime.
Example:
- Static: Region = “North”
- Dynamic: Region based on logged-in user in a mapping table.
Reasoning: Dynamic RLS is scalable for larger user bases; static is simple for limited roles.
10. What is a Workspace in Power BI? Roles in Workspace
Workspace: Collaborative environment in Power BI Service.
Roles:
- Admin: Full control over content and members.
- Member: Can edit and publish content.
- Contributor: Build content but can’t manage roles.
- Viewer: Can only view content.
Use Case: Enables controlled collaboration in teams.