Power BI & MS Access Design Standards Archives - Leansoftlytics https://leansoftlytics.com/category/power-bi-ms-access-design-standards-near-atlanta/ Power BI DAX Developer | Microsoft MS Access VBA Developer | ETL & SQL | Business Analyst Fri, 09 Aug 2024 22:07:02 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 https://leansoftlytics.com/wp-content/uploads/2020/03/leansoftlytics.png Power BI & MS Access Design Standards Archives - Leansoftlytics https://leansoftlytics.com/category/power-bi-ms-access-design-standards-near-atlanta/ 32 32 Power BI, DAX, Semantic Data Model, Microsoft SQL Server NAMING CONVENTIONS https://leansoftlytics.com/power-bi-dax-semantic-data-model-microsoft-sql-server-naming-conventions/ Fri, 09 Aug 2024 22:06:35 +0000 https://leansoftlytics.com/?p=1234 Power BI, DAX, Semantic Data Model, Microsoft SQL Server NAMING CONVENTIONS Have you ever found it hard to remember a person’s name? Well, its like that also for developers when they work with another developer’s code because the code is written in VBA Visual Basic for Applications part of Microsoft Access container. The VBA code […]

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Power BI, DAX, Semantic Data Model, Microsoft SQL Server
NAMING CONVENTIONS

Have you ever found it hard to remember a person’s name? Well, its like that also for developers when they work with another developer’s code because the code is written in VBA Visual Basic for Applications part of Microsoft Access container. The VBA code may need to use the name of a field on a form or report or a field from a table. If the name is misspelled the code won’t work, and if there is no consistency with naming, a developer will constantly have to exit the VBA Visual Basic for Applications part of Microsoft Access to find the database object’s name. When there is no naming rules or consistency, a developer never knows if the object that they are referencing in the code was name in the singular or plural, or is named employee, emp, employees, associates, associate, staff, staffmembers, or staff_mem, etc. Even worse, the different variations are used throughout the MS Access database while they all pertain to the same concept. This causes waste in the process of development.

Besides adhering to certain good design practices when I develop a Microsoft Access application, I consider it indispensable that I make myself dispensable. I will take the requirements, design the architecture, create the application object, and program the VBA Visual Basic for Applications code and consider the developers who will follow. After I deploy the solution, the customer should have the option to have me or anyone else make changes or additions in the future.

An important conversation that needs to happen upfront is what the customer wants with respect to naming conventions of the various parts that together make up the application. On one hand, I have seen other people name a table with 37 textual letters, reports named “Report for Teresa”, and queries that have no meaning in their name of “Query11”. On the flip side, in large companies may be a layer of people that will supply the MS Access project with a “View” of data that comes from a legacy enterprise source such as an Oracle or IBM DB2 source. The view is usually joins together many tables and the tables can have long and strange names, so the person providing the view will rename the tables with an alias such a “emp”, “e”, ”loc”, or “L” because short names are harder to misspell or forget.

I find short, descriptive names hard to misspell or forget. Name length, not using spaces between words, the use of upperLower case without spaces, singularity vs. plurality are all important things that will make it easy for the developer who follow the original developer.

Many Microsoft MS Access databases often link to data that resides in an enterprise data source such as a Share Point list, Salesforce, MS Excel, a third-party Human Resource App, or an Oracle or IBM DB2 database. Often the original MS Access developer(s) is nowhere to be found and neither is any project documentation. When an Access developer is in the main part of the code that interacts with the enterprise data there can be a long list of commands that run the queries that process can be a long sequence of objects that delete, append and update. With a little forethought, the queries that process can appear in the Microsoft Access Database navigation pane in the order that they process. This ordering involves a short process name prefix, a middle set of numbers, and a short descriptive suffix. With a little more thought, a separate bit of VBA code can loop through those names and write out the code sequence that is used in the main part of the code. When that happens, all is easy to follow, and there is nothing to look up or misspell, and there is no development process waste.

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Planning a Power BI Semantic Model is Like Planning a Vacation https://leansoftlytics.com/planning-a-power-bi-semantic-model-is-like-planning-a-vacation/ Fri, 09 Aug 2024 18:47:36 +0000 https://leansoftlytics.com/?p=1238 Planning a Power BI Semantic Model is Like Planning a Vacation Planning and developing a Power BI dataset (semantic model) or MS Access split database application is like planning a vacation. You plan where you want to go then map out how to get there. When planning a vacation, a person doesn’t take all their […]

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Planning a Power BI Semantic Model is Like Planning a Vacation

Planning and developing a Power BI dataset (semantic model) or MS Access split database application is like planning a vacation. You plan where you want to go then map out how to get there.

When planning a vacation, a person doesn’t take all their clothes, just what they need, and planning Power BI datasets is the same, but with data instead of clothes. Some things taken on vacations like airline tickets and reservations are more important than other things. Dataset plans have important items as well, especially when the plans involve creating the modular parts (views) of the data in an external to Power BI environment like SQL Server or Amazon Redshift. During this phase, extra care needs to be taken to make sure that the modular parts can be related later when building the Power BI data model. This includes being sure that relatable data is contained in special columns called primary keys and that the data in those columns abides by certain referential integrity rules.

Imagine that your are traveling by car and know that a bridge is out. You’d plan another route. Splitting a Microsoft Access database application by separating the user (front-end) interface from the most of the data, data tables, and programming (the to-be back-end) can have bridge outages too. When an Access back-end is migrated to Sequel Server the bridge will be out and certain data types, values, and programming that will not migrate over and will require reworking. Reworking is a process waste, so I recommend avoiding building the types of structures that will require rework.

  

No-doc, No-developer Scenarios

Some projects that I work on are pre-existing Power BI reports or entire Power BI web services that need to be fixed, modernized, and upgraded. This can be like an explorer who stumbles upon the ruins of an ancient temple in a jungle. There is a definite structure in front of you, but the archetect is long gone and nowhere to be found. Inside of the structure, there may be a lot of meaningless clutter, some things that belong there, some that don’t, duplicates of things, and no documentation to explain what-is-what. In these no-doc, no-developer scenarios, I start at the end of the data story, at the end in Power BI desktop, then I go backward into Power Query where I identify the external data sources, then go back to the external data sources.

After the data sources are fixed, fixing the Power BI reports, dashboards, DAX measures, or semantic data models requires a certain amount of experience and skill. This is even more so when I work in a no-doc, no-developer scenario where the missing developer was sloppy and undisciplined but had a substantial amount of technical ability. The challenge in these cases is knowing when that developer’s work was good and when that developer just thought it was.

So, you get the picture… Sometimes looking at another developer’s work is like an explorer in a jungle looking at ruins. You ask yourself “Were these people advanced and using irrigation to water their crops, or where they are sacrificing something to try to make it rain?”

Microsoft MS Access Naming Conventions

A good Power BI developer plans and documents their work so that it is easy for others to understand. They will add comments to their DAX code and utilize indention and naming conventions to make their code easy to read.

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How developing Power BI using DAX and Power Query has been like the NASA space program https://leansoftlytics.com/how-developing-power-bi-using-dax-and-power-query-has-been-like-the-nasa-space-program/ Tue, 09 Jul 2024 16:26:33 +0000 https://leansoftlytics.com/?p=1236 How developing Power BI using DAX and Power Queryhas been like the NASA space program Being a business analyst, Power BI developer, and Microsoft Access developer has broadened my view of development. For example, a client may start out a project with a good idea of what they want but often that can be built […]

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How developing Power BI using DAX and Power Query
has been like the NASA space program

Being a business analyst, Power BI developer, and Microsoft Access developer has broadened my view of development. For example, a client may start out a project with a good idea of what they want but often that can be built upon by a good dialogue that reveals their needs and offers them options to improve their business processes.

“Take the NASA space program for example, from the 1st launch into space until landing on the moon. There were only so many missions and a lot of time for planning and engineering in-between. That scenario is like a large one lump software deployment where the requirements are given to a programmer who works on the project from a distance. With space missions, NASA did a great job but had unavoidable constraints that defined the frequency of missions. With software development however, a basic approach of doing a few large, less frequent missions or many smaller more frequent missions for the same projects can be decided upon.

I work closely with users when that option is available and have shorter and more rapid iterations of tests and releases when possible. If the dynamics of space exploration would have allowed for the rapid iteration of missions, then the time in between missions could have been shortened and the missions could have run back to back to back, with each mission building on the prior mission.”

Power BI development and MS Access software development is like going on a vacation where you find out there are other great things to see in the area once you get there. Programmers that are not involved with the users or the business process are not even in the area. I am a business analyst that develops software to improve business processes and have found that working closely with clients and understanding their needs can lead to great Power BI reports and dashboards and great Microsoft Access applications.

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Power BI and Microsoft Access Design Standards and Capabilities https://leansoftlytics.com/microsoft-access-database-design-standards-checklist/ Tue, 03 Mar 2020 15:14:38 +0000 https://leansoftlytics.com/?p=605 Power BI, DAX | SQL Server | MS Access, VBADESIGN STANDARDS & CAPABILITIES STANDARDIZE FOR Easy Modifications Developer Rotation OPTIMIZE FOR Speed Future Back-end Upsizing Power BI, SQL Server, and MS Access Overview POWER BI ETL extract, transform, load external and legacy data into the Query Editor Star and Snowflake Relational Data Modeling Schemas Dimension […]

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Power BI, DAX | SQL Server | MS Access, VBA
DESIGN STANDARDS & CAPABILITIES

STANDARDIZE FOR
Easy Modifications
Developer Rotation
OPTIMIZE FOR
Speed
Future Back-end Upsizing
POWER BI
  • ETL extract, transform, load external and legacy data into the Query Editor
  • Star and Snowflake Relational Data Modeling Schemas
  • Dimension and Fact Separations
  • Custom metrics. Conditional formatting, striving for to balance data and white space
  • Slicers menus that toggle in visibility, conserving screen space for maximum focus
  •  Dashboards. DAX Data Analysis Expressions. Linear regression trend identification/quantification. Moving averages, time intelligence functions, KPI reporting, Segmenting and grouping data
  • Descriptive, diagnostic, predictive analytics. “ What if ” scenarios and forecast
  • Adhere to in place naming conventions
 
POWER BI CLOUD SERVICE
  • Publish reports to workspaces
  • Create dashboards with linked visualizations and cascading filters
  • Extract iframe code for inline web page embedding
  • Set permissions & refresh schedules
  • Row level security 
 
SQL SERVER
  • Create Cloud Server, databases, tables, views
  • Create and call stored procedures
  • Union Queries and complex queries with multiple joins and sub-queries
  • T-SQL Transact CRUD commands to Create, Read, Update or Delete
  • Utilize SQL Views to limit data exposed to the front-end application 

 

MICROSOFT ACCESS
  • Tables have primary key
  • Commonly queried columns are indexed
  • Field Size not larger than needed
  • Relationships diagram present, Table relationships defined, Referential integrity enforced
  • Soft Code- Store Logos paths, file paths, user permissions in tables; Allow authorized users to edit
  • Switchboard Form /Main Navigation Form: Queries and reports refer to forms for dynamic criteria (vs. criteria saved in copies of them parameter dialog boxes)
  • Naming Conventions in place and followed
DAX and MICROSOFT POWER BI
  • Utilize Measures over calculated columns when possible
  • Maintain organized measure’s tables
  • Adhere to naming conventions
  • Indent for readability
  • Add comments so the next developer can easily follow
  • VAR: Use variables internally when possible so the next developer can easily follow
 
VBA and MICROSOFT ACCESS 
  • Compile Code
  • Use option explicit to require variable declaration
  • Password protected
  • Comment procedures with an explanation
  • Indent code blocks for easy recognition
  • Error handling utilized
  • Memory Management: Close Recordset variables; Set database variables to nothing
  • External Application Automation (i.e. Outlook, Excel): Use late binding

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