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Tutor: All right, everyone,
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time to take this section across the finish line
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with some best practices for connecting and shaping data.
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Now, number one, get yourself organized
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before even loading any data into Power BI.
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I've said it before and I'll say it again,
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defining those clear and intuitive table names
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right from the start
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will save you a ton of time in the future.
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Updating table names can be a big headache down the road,
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especially if you've already referenced them
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in multiple places like DAX Measures.
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Also, I highly recommend
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establishing a clear and organized file folder structure
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that makes sense from the start.
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This will help you avoid having to go in and modify
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your data source settings
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anytime those file names or locations change.
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Number two, I'd recommend disabling report refresh
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for any static sources in your model.
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And at the end of the day, there's no need to constantly
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refresh those sources that don't update frequently
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or in some cases, at all,
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like lookups and static data tables.
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So you only really need to enable refresh
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for tables that you expect to change over time.
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And last but not least,
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when you're working with larger tables or models,
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only load up the data that you need.
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So there's no point
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in including hourly data when you only need daily,
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or product-level sales and transactions
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when you only care about performance at a store level.
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So just keep in mind,
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this can all change over time,
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nothing's set in stone,
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but at the end of the day,
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extra data is only gonna slow you down.
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All right, so congratulations.
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We've officially wrapped up our entire section
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on connecting and shaping data,
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which is the first major phase
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of the business intelligence workflow.
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Keep in mind that we're really just getting started
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and we've got some great stuff ahead.
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Next up, we'll shift gears
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into creating table relationships,
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exploring the data model view,
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and really customizing our data model within Power BI.
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