The company faced significant challenges in utilizing the data directly from the source because of the complexity. In addition to this, the reports developed earlier were not interactive and took a lot of time to load.
To address these challenges, we implemented a comprehensive solution leveraging various Microsoft Fabric tools, including Power BI, Power Automate, Datawarehouse, Data Factory and Dataflow Gen2.
Step 1: Data Integration and Management - Consolidate data from different sources into a unified platform.
Step 2: Direct Lake Reporting with Power BI - Provide insights into Sales, Customer, Profit, Opportunities
Reports: Custom Power BI dashboards were created using the default semantic model in DirectLake mode. This will reduce the refresh time taken for the dataset. With the large size of the data, refresh often used to fail because of timeout error. Hence, we implemented Incremental Refresh for the tables that took time to refresh
Step 3: Process Partitions for Incremental Refresh with Power Automate - Automate refreshing partitions daily to get the latest data
Incremental Refresh is configured in the dataset to store 3 years of data and refresh the last 1 month of data. So, in this case, if the data is modified before the last month, we wouldn’t get the latest data.
To resolve this, we created Power Automate, that will refresh the partitions in which the data is modified, which will be executed daily.
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