#️⃣Software Engineering: Mea Culpa (Part VII: A Look Forward)

Software Engineering Series

I worked for more than 20 years in various areas related to ERP systems - Data Migrations, Business Intelligence/Analytics, Data Warehousing, Data Management, Project Management, (data) integrations, Quality Assurance, and much more, having experience with IFS IV, Oracle e-Business Suite, MS Dynamics AX 2009 and during the past 3-7 years also with MS Dynamics 365 Finance, SCM & HR (in that order). Much earlier, I started to work with SQL Server (2000-2019), Oracle, and more recently with Azure Synapse and MS Fabric, writing over time more than 800 ad-hoc queries and reports for the various stakeholders, covering all the important areas, respectively many more queries for monitoring the various environments. 

In the areas where I couldn’t acquire experience on the job, I tried to address this by learning in my free time. I did it because I take seriously my profession, and I want to know how (some) things work. I put thus a lot of time into trying to keep actual with what’s happening in the MS Fabric world, from Power BI to KQL, Python, dataflows, SQL databases and much more. These technologies are Microsoft’s bet, though at least from German’s market perspective, all bets are off! Probably, many companies are circumspect or need more time to react to the political and economic impulses, or probably some companies are already in bad shape. 

Unfortunately, the political context has a broad impact on the economy, on what’s happening in the job market right now! However, the two aspects are not the only problem. Between candidates and jobs, the distance seems to grow, a dense wall of opinion being built, multiple layers based on presumptions filtering out voices that (still) matter! Does my experience matter or does it become obsolete like the technologies I used to work with? But I continued to learn, to keep actual… Or do I need to delete everything that reminds the old?

To succeed or at least be hired today one must fit a pattern that frankly doesn’t make sense! Yes, soft skills are important though not all of them are capable of compensating for the lack of technical skills! There seems to be a tendency to exaggerate some of the qualities associated with skills, or better said, of hiding behind big words. Sometimes it feels like a Shakespearian inaccurate adaptation of the stage on which we are merely players.

More likely, this lack of pragmatism will lead to suboptimal constructions that will tend to succumb under their own structure. All the inefficiencies need to be corrected, or somebody (or something) must be able to bear their weight. I saw this too often happening in ERP implementations! Big words don’t compensate for the lack of pragmatism, skills, knowledge, effort or management! For many organizations the answer to nowadays problems is more management, which occasionally might be the right approach, though this is not a universal solution for everything that crosses our path(s).

One of society’s answers to nowadays’ problem seems to be the refuge in AI. So, I wonder – where I’m going now? Jobless, without an acceptable perspective, with AI penetrating the markets and making probably many jobs obsolete. One must adapt, but adapt to what? AI is brainless even if it can mimic intelligence! Probably, it can do more in time to the degree that many more jobs will become obsolete (and I’m wondering what will happen to all those people). 

Conversely, to some trends there will be probably other trends against them, however it’s challenging to depict in clear terms the future yet in making. Society seems to be at a crossroad, more important than mine.

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🧭Business Intelligence: Perspectives (Part XXXI: More on Data Visualization)

Business Intelligence Series

There are many reasons why the data visualizations available in the different mediums can be considerate as having poor quality and unfortunately there is often more than one issue that can be corroborated with this - the complexity of the data or of the models behind them, the lack of identifying the right data, respectively aspects that should be visualized, poor data visualization software or the lack of skills to use its capabilities, improper choice of visual displays, misleading choice of scales, axes and other elements, the lack of clear outlines for telling a story respectively of pushing a story too far, not adapting visualizations to changing requirements or different perspectives, to name just the most important causes.

The complexity of the data increases with the dimensions associated typically with what we call currently big data - velocity, volume, value, variety, veracity, variability and whatever V might be in scope. If it's relatively easy to work with a small dataset, understanding its shapes and challenges, our understanding power decreases with the Vs added into the picture. Of course, we can always treat the data alike, though the broader the timeframe, the higher the chances are for the data to have important changing characteristics that can impact the outcomes. It can be simple definition changes or more importantly, the model itself. Data, processes and perspectives change fluidly with the many requirements, and quite often the further implications for reporting, visualizations and other aspects are not considered.

Quite often there's a gap between what one wants to achieve with a data visualization and the data or knowledge available. It might be a matter of missing values or whole attributes that would help to delimit clearly the different perspectives or of modelling adequately the processes behind. It can be the intrinsic data quality issues that can be challenging to correct after the fact. It can also be our understanding about the processes themselves as reflected in the data, or more important, on what's missing to provide better perspectives. Therefore, many are forced to work with what they have or what they know.

Many of the data visualizations inadvertently reflect their creators' understanding about the data, procedures, processes, and any other aspects related to them. Unfortunately, also business users or other participants have only limited views and thus their knowledge must be elicited accordingly. Even then, it might be pieces of data that are not reflected in any knowledge available.

If one tortures enough data, one or more stories worthy of telling can probably be identified. However, much of the data is dull to the degree that some creators feel forced to add elements. Earlier, one could have blamed the software for it, though modern software provides nice graphics and plenty of features that can help graphics creators in the process. Even data with high quality can reveal some challenges difficult to overcome. One needs to compromise and there can be compromises in many places to the degree that one can but wonder whether the end result still reflects reality. Unfortunately, it's difficult to evaluate the impact of such gaps, however progress can be made occasionally by continuously evaluating the gaps and finding the appropriate methods to address them.

Not all stories must have complex visualizations in which multiple variables are used to provide the many perspectives. Some simple visualizations can be enough for establishing common ground on which something more complex (or simple) can be built upon. Data visualization is a continuous process of exploration, extrapolation, evaluation, testing assumptions and ideas, where one's experience can be a useful mediator between the various forces. 

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📊Graphical Representation: Graphics We Live By (Part XI: Comparisons Between Data Series)

Graphical Representation Series

Over the past 10-20 years it became so easy to create data visualizations just by dropping some of the data available into a tool like Excel and providing a visual depiction of it with just a few clicks. In many cases, the first draft, typically provided by default in the tool used, doesn't even need further work as the objective was reached, while in others the creator must have a minimum skillset for making the visualization useful, appealing, or whatever quality is a final requirement for the work in scope. However, the audience might judge the visualization(s) from different perspectives, and there can be a broad audience with different skills in reading, evaluating and understanding the work.

There are many depictions on the web resembling the one below, taken from a LinkedIn post:

Example Chart - Boing vs. Airbus

Even if the visualization is not perfect, it does a fair job in representing the data. Improvements can be made in the areas of labels, the title and positioning of elements, and the color palette used. At least these were the improvements made in the original post. It must be differentiated also between the environment in which the charts are made available, the print format having different characteristics than the ones in business setups. Unfortunately, the requirements of the two are widely confused, probably also because of the overlapping of the mediums used. 

Probably, it's a good idea to always start with the row data (or summaries of it) when the result consists of only a few data points that can be easily displayed in a table like the one below (the feature to round the decimals for integer values should be available soon in Power BI):

Summary Table

Of course, one can calculate more meaningful values like percentages from the total, standard deviations and other values that offer more perspectives into the data. Even if the values adequately reflect the reality, the reader can but wonder about the local and global minimal/maximal values, without talking much about the meaning of data points, which is easily identifiable in a chart. At least in the case of small data sets, using a table in combination with a chart can provide a more complete perspective and different ways of analyzing the data, especially when the navigation is interactive. 

Column and bar charts do a fair job in comparing values over time, though they do use a lot of ink in the process (see D). While they make it easy to compare neighboring values, the rectangles used tend to occupy a lot of space when they are made too wide or too high to cover the empty space within the display (e.g. when just a few values are displayed, space being wasted in the process). As the main downside, it takes a lot of scanning until the reader identifies the overall trends, and the further away the bars are from each other, the more difficult it becomes to do comparisons. 

In theory, line charts are more efficient in representing the above data points, because the marks are usually small and the line thin enough to provide a better data-ink ratio, while one can see a lot at a glance. In Power BI the creator can use different types of interpolation: linear (A), step (B) or smooth (C). In many cases, it might be a good idea to use a linear interpolation, though when there are no or minimal overlapping, it might be worthwhile to explore the other types if interpolation too (and further request feedback from the users):

Linear, Step and Smooth Line Charts

The nearness of values from different series can raise difficulties in identifying adequately the points, respectively delimiting the lines (see B).When the density of values allows it, it makes sense also to include the averages for each data series to reflect the distance between the two data sets. Unfortunately, the chart can get crowded if further data series or summaries are added to the cart(s). 

If the column chart (E) is close to the redesigned chart provided in the original redesign, the other alternatives can provide upon case more value. Stacked column charts (D) allow also to compare the overall quantity by month, area charts (F) tend to use even more color than needed, while water charts (G) allow to compare the difference between data points per time unit. Tornado charts (H) are a variation of bar charts, allowing easier comparing of the size of the bars, while ribbon charts (I) show well the stacking values. 

Alternatives to Line Charts

One should consider changing the subtitle(s) slightly to reflect the chart type when the patterns shown imply a shift in attention or meaning. Upon case, more that one of the above charts can be used within the same report when two or more perspectives are important. Using a complementary perspective can facilitate data's understanding or of identifying certain patterns that aren't easily identifiable otherwise. 

In general, the graphics creators try to use various representational means of facilitating a data set's understanding, though seldom only two series or a small subset of dimensions provide a complete description. The value of data comes when multiple perspectives are combined. Frankly, the same can be said about the above data series. Yes, there are important differences between the two series, though how do the numbers compare when one looks at the bigger picture, especially when broken down on element types (e.g. airplane size). How about plan vs. actual values, how long does it take more for production or other processes? It's one of a visualization's goals to improve the questions posed, but how efficient are visualizations that barely scratch the surface?

In what concerns the code, the following scripts can be used to prepare the data:

-- Power Query script (Boeing vs Airbus)
= let
    Source = let
    Source = #table({"Sorting", "Month Name", "Serial Date", "Boeing Deliveries", "Airbus Deliveries"},
    {
        {1, "Oct", #date(2023, 10, 31), 30, 50},
        {2, "Nov", #date(2023, 11, 30), 40, 40},
        {3, "Dec", #date(2023, 12, 31), 40, 110},
        {4, "Jan", #date(2024, 1, 31), 20, 30},
        {5, "Feb", #date(2024, 2, 29), 30, 40},  // Leap year adjustment
        {6, "Mar", #date(2024, 3, 31), 30, 60},
        {7, "Apr", #date(2024, 4, 30), 40, 60},
        {8, "May", #date(2024, 5, 31), 40, 50},
        {9, "Jun", #date(2024, 6, 30), 50, 80},
        {10, "Jul", #date(2024, 7, 31), 40, 90},
        {11, "Aug", #date(2024, 8, 31), 40, 50},
        {12, "Sep", #date(2024, 9, 30), 30, 50}
    }
    ),
    #"Changed Types" = Table.TransformColumnTypes(Source, {{"Sorting", Int64.Type}, {"Serial Date", type date}, {"Boeing Deliveries", Int64.Type}, {"Airbus Deliveries", Int64.Type}})
in
    #"Changed Types"
in
    Source

It can be useful to create the labels for the charts dynamically:

-- DAX code for labels
MaxDate = Format(Max('Boeing vs Airbus'[Serial Date]),"MMM-YYYY")
MinDate = FORMAT (Min('Boeing vs Airbus'[Serial Date]),"MMM-YYYY")
MinMaxDate = [MinDate] & " to " & [MaxDate]
Title Boing Airbus = "Boing and Airbus Deliveries " & [MinMaxDate]

Happy coding!

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🏭🗒️Microsoft Fabric: Purview [Notes]

Disclaimer: This is work in progress intended to consolidate information from various sources for learning purposes. For the latest information please consult the documentation (see the links below)! 

Last updated: 29-Apr-2025

[Microsoft Purview] Purview

• {def} comprehensive data governance and security platform designed to help organizations manage, protect, and govern their data across various environments [1]
• incl. on-premises, cloud & SaaS applications [1]
• provides the highest and most flexible level of functionality for data governance in MF [1]
• offers comprehensive tools for 
• data discovery
• data classification
• data cataloging
• {capability} managing the data estate
• {tool} dedicated portal
• aka Fabric Admin portal
• used to control tenant settings, capacities, domains, and other objects, typically reserved for administrators
• {type} logical containers
• used to control access to data and capabilities [1]
• {level} tenants
• settings for Fabric administrators [1]
• {level} domains
• group data that is relevant to a single business area or subject field [1]
• {level} workspaces 
• group Fabric items used by a single team or department [1]
• {type} capacities
• objects that limit compute resource usage for all Fabric workloads [1]
• {capability} metadata scanning
• extracts values from data lakes
• e.g. names, identities, sensitivities, endorsements, etc. 
• can be used to analyze and set governance policies [1]
• {capability} secure and protect data
• assure that data is protected against unauthorized access and destructive attacks [1]
• compliant with data storage regulations applicable in your region [1]
• {tool} data tags
• allows to identity the sensitivity of data and apply data retentions and protection policies [1]
• {tool} workspace roles
• define the users who are authorized to access the data in a workspace [1]
• {tool} data-level controls
• used at the level of Fabric items
• e.g. tables, rows, and columns to impose granular restrictions.
• {tool} certifications
• Fabric is compliant with many data management certifications
• incl. HIPAA BAA, ISO/IEC 27017, ISO/IEC 27018, ISO/IEC 27001, ISO/IEC 27701 [1]
• {feature} OneLake data hub
• allows users to find and explore the data in their estate.
• {feature} endorsement
• allows users to endorse a Fabric item to identity it as of high quality [1]
• help other users to trust the data that the item contains [1]
• {feature} data lineage
• allows users to understand the flow of data between items in a workspace and the impact that a change would have [1]
• {feature} monitoring hub
• allows to monitor activities for the Fabric items for which the user has the permission to view [1]
• {feature} capacity metrics
• app used to monitor usage and consumption
• {feature} allows to automate the identification of sensitive information and provides a centralized repository for metadata [1]
• feature} allows to find, manage, and govern data across various environments
• incl. both on-premises and cloud-based systems [1]
• supports compliance and risk management with features that monitor regulatory adherence and assess data vulnerabilities [1]
• {feature} integrated with other Microsoft services and third-party tools 
• {benefit} enhances its utility
• {benefit} streamlines data access controls
• enforcing policies, and delivering insights into data lineage [1]
• {benefit} helps organizations maintain data integrity, comply with regulations, and use their data effectively for strategic decision-making [1]
• {feature} Data Catalog
• {benefit} allows users to discover, understand, and manage their organization's data assets
• search for and browse datasets
• view metadata
• gain insights into the data’s lineage, classification, and sensitivity labels [1]
• {benefit} promotes collaboration
• users can annotate datasets with tags to improve discoverability and data governance [1]
• targets users and administrator
• {benefit} allows to discover where patient records are held by searching for keywords [1]
• {benefit} allows to label documents and items based on their sensitiveness [1]
• {benefit} allows to use access policies to manage self-service access requests [1]
• {feature} Information Protection
• used to classify, label, and protect sensitive data throughout the organization [1]
• by applying customizable sensitivity labels, users classify records. [1]
• {concept} policies
• define access controls and enforce encryption
• labels follow the data wherever it goes
• helps organizations meet compliance requirements while safeguarding data against accidental exposure or malicious threats [1]
• allows to protect records with policies to encrypt data and impose IRM
• {feature} Data Loss Prevention (DLP)
• the practice of protecting sensitive data to reduce the risk from oversharing [2]
• implemented by defining and applying DLP policies [2]
• {feature} Audit
• user activities are automatically logged and appear in the Purview audit log
• e.g. creating files or accessing Fabric items
• {feature} connect Purview to Fabric in a different tenant
• all functionality is supported, except that 
• {limitation} Purview's live view isn't available for Fabric items [1]
• {limitation} the system can't identify user registration automatically [1]
• {limitation} managed identity can’t be used for authentication in cross-tenant connections [1]
• {workaround} use a service principal or delegated authentication [1]
• {feature} Purview hub
• displays reports and insights about Fabric items [1]
• acts as a centralized location to begin data governance and access more advanced features [1]
• via Settings >> Microsoft Purview hub
• administrators see information about their entire organization's Fabric data estate
• provides information about
• Data Catalog
• Information Protection
• Audit
• the data section displays tables and graphs that analyze the entire organization's items in MF
• users only see information about their own Fabric items and data

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References:

[1] Microsoft Learn (2024) Purview: Govern data in Microsoft Fabric with Purview[link]

[2] Microsoft Learn (2024) Purview: Learn about data loss prevention [link]

[3] Microsoft Learn (2024) [link]

Resources:

Acronyms:

DLP - Data Loss Prevention
M365 - Microsoft 365

MF - Microsoft Fabric
SaaS - Software-as-a-Service

🏭🗒️Microsoft Fabric: Data Loss Prevention (DLP) in Purview [Notes]

Disclaimer: This is work in progress intended to consolidate information from various sources for learning purposes. For the latest information please consult the documentation (see the links below)! 

Last updated: 10-Jun-2025

[Microsoft Purview] Data Loss Prevention (DLP)

• {def} the practice of protecting sensitive data to reduce the risk from oversharing [2]
• implemented by defining and applying DLP policies [2]
• {benefit} helps to protect sensitive information with policies that automatically detect, monitor, and control the sharing or movement of sensitive data [1]
• administrators can customize rules to block, restrict, or alert when sensitive data is transferred to prevent accidental or malicious data leaks [1]
• {concept} DLP policies
• allow to monitor the activities users take on sensitive items and then take protective actions [2]
• applies to sensitive items 
• at rest
• in transit [2]
• in use [2]
• created and maintained in the Microsoft Purview portal [2]
• {scope} only supported for Power BI semantic models [1]
• {action} show a pop-up policy tip to the user that warns that they might be trying to share a sensitive item inappropriately [2]
• {action} block the sharing and, via a policy tip, allow the user to override the block and capture the users' justification [2]
• {action} block the sharing without the override option [2]
• {action} [data at rest] sensitive items can be locked and moved to a secure quarantine location [2]
• {action} sensitive information won't be displayed 
• e.g. Teams chat
• DLP reports
• provides data from monitoring policy matches and actions, to user activities [2]
• used as basis for tuning policies and triage actions taken on sensitive items [2]
• telemetry uses M365 audit Logs and processed the data for the different reporting tools [2]
• M365 provides with visibility into risky user activities [2]
• scans the audit logs for risky activities and runs them through a correlation engine to find activities that are occurring at a high volume [1]
• no DLP policies are required [2]
• {feature} detects sensitive items by using deep content analysis [2]
• ⇐ not by just a simple text scan [2]
• based on
• keywords matching [2]
• evaluation of regular expressions [2] 
• internal function validation [2]
• secondary data matches that are in proximity to the primary data match [2]
• ML algorithms and other methods to detect content that matches DLP policies
• all DLP monitored activities are recorded to the Microsoft 365 Audit log [2]
• DLP lifecycle
• {phase} plan for DLP
• train and acclimate users to DLP practices on well-planned and tuned policies [2]
• {recommendation} use policy tips to raise awareness with users before changing the policy status from simulation mode to more restrictive modes [2]
• {phase} prepare for DLP
• {phase} deploy policies in production
• {action} define control objectives, and how they apply across workloads [2]
• {action} draft a policy that embodies the objectives
• {action} start with one workload at a time, or across all workloads - there's no impact yet
• {feature} implement policies in simulation mode
• {benefit} allows to evaluate the impact of controls
• the actions defined in a policy aren't applied yet
• {benefit} allows to monitor the outcomes of the policy and fine-tune it so that it meets the control objectives while ensuring it doesn't adversely or inadvertently impacting valid user workflows and productivity [2]
• e.g. adjusting the locations and people/places that are in or out of scope
• e.g. tune the conditions that are used to determine if an item and what is being done with it matches the policy
• e.g. the sensitive information definition/s
• e.g. add new controls
• e.g. add new people
• e.g. add new restricted apps
• e.g. add new restricted sites
• {step} enable the control and tune policies [2]
• policies take effect about an hour after being turned on [2]
• {action} create DLP policy 
• {action} deploy DLP policy 
• DLP alerts 
• alerts generated when a user performs an action that meets the criteria of a DLP policy [2]
• there are incident reports configured to generate alerts [2]
• {limitation} available in the alerts dashboard for 30 days [2]
• DLP posts the alert for investigation in the DLP Alerts dashboard
• {tool} DLP Alerts dashboard 
• allows to view alerts, triage them, set investigation status, and track resolution
• routed to Microsoft Defender portal 
• {limitation} available for six months [2]
• {constraint} administrative unit restricted admins see the DLP alerts for their administrative unit only [2]
• {concept} egress activities (aka exfiltration)
• {def} actions related to exiting or leaving a space, system or network [2]
• {concept}[Microsoft Fabric] policy
• when a DLP policy detects a supported item type containing sensitive information, the actions configured in the policy are triggered [3]
• {feature} Activity explorer
• allows to view Data from DLP for Fabric and Power BI
• for accessing the data, user's account must be a member of any of the following roles or higher [3]
• Compliance administrator
• Security administrator
• Compliance data administrator
• Global Administrator 
• {warning} a highly privileged role that should only be used in scenarios where a lesser privileged role can't be used [3]
• {recommendation} use a role with the fewest permissions [3]
• {warning} DLP evaluation workloads impact capacity consumption [3]
• {action} define policy
• in the data loss prevention section of the Microsoft Purview portal [3]
• allows to specify 
•  conditions 
• e.g. sensitivity labels
•  sensitive info types that should be detected [3]
• [semantic model] evaluated against DLP policies 
• whenever one of the following events occurs:
• publish
• republish
• on-demand refresh
• scheduled refresh
•  the evaluation  doesn't occur if either of the following is true
• the initiator of the event is an account using service principal authentication [3]
• the semantic model owner is a service principal [3]
• [lakehouse] evaluated against DLP policies when the data within a lakehouse undergoes a change
• e.g. getting new data, connecting a new source, adding or updating existing tables, etc. [3]

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References:

[1] Microsoft Learn (2025) Learn about data loss prevention [link]

[2] Microsoft Learn (2024) Purview: Learn about data loss prevention [link]

[3] Microsoft Learn (2025) Get started with Data loss prevention policies for Fabric and Power BI [link]

Resources:

[R1] Microsoft Fabric Updates Blog (2024) Secure Your Data from Day One: Best Practices for Success with Purview Data Loss Prevention (DLP) Policies in Microsoft Fabric [link]
[R2] 

Acronyms:

DLP - Data Loss Prevention
M365 - Microsoft 365

🏭🗒️Microsoft Fabric: Parameters in Dataflows Gen2 [Notes] 🆕

Disclaimer: This is work in progress intended to consolidate information from various sources for learning purposes. For the latest information please consult the documentation (see the links below)! 

Last updated: 26-Apr-2

[Microsoft Fabric] Dataflow Gen2 Parameters

• {def} parameters that allow to dynamically control and customize Dataflows Gen2
• makes them more flexible and reusable by enabling different inputs and scenarios without modifying the dataflow itself [1]
• the dataflow is refreshed by passing parameter values outside of the Power Query editor through either
• Fabric REST API [1]
• native Fabric experiences [1]
• parameter names are case sensitive [1]
• {type} required parameters
• {warning} the refresh fails if no value is passed for it [1]
• {type} optional parameters
• enabled via Parameters >> Enable parameters to be discovered and override for execution [1]
• {limitation} dataflows with parameters can't be
• scheduled for refresh through the Fabric scheduler [1]
• manually triggered through the Fabric Workspace list or lineage view [1]
• {limitation} parameters that affect the resource path of a data source or a destination are not supported [1]
• ⇐ connections are linked to the exact data source path defined in the authored dataflow
• can't be currently override to use other connections or resource paths [1]
• {limitation} can't be leveraged by dataflows with incremental refresh [1]
• {limitation} supports only parameters of the type decimal number, whole number, text and true/false can be passed for override
• any other data types don't produce a refresh request in the refresh history but show in the monitoring hub [1]
• {warning} allow other users who have permissions to the dataflow to refresh the data with other values [1]
• {limitation} refresh history does not display information about the parameters passed during the invocation of the dataflow [1]
• {limitation} monitoring hub doesn't display information about the parameters passed during the invocation of the dataflow [1]
• {limitation} staged queries only keep the last data refresh of a dataflow stored in the Staging Lakehouse [1]
• {limitation} only the first request will be accepted from duplicated requests for the same parameter values [1]
• subsequent requests are rejected until the first request finishes its evaluation [1]

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References:
[1] Microsoft Learn (2025) Use public parameters in Dataflow Gen2 (Preview) [link] 

Resources:
[R1] Microsoft Fabric Blog (2025) Passing parameter values to refresh a Dataflow Gen2 (Preview) [link] 

Acronyms:
API - Application Programming Interface

REST - Representational State Transfer

🏭🗒️Microsoft Fabric: Deployment Pipelines [Notes]

Disclaimer: This is work in progress intended to consolidate information from various sources for learning purposes. For the latest information please consult the documentation (see the links below)! 

Last updated: 26-Apr-2025

[Microsoft Fabric] Deployment Pipelines

• {def} a structured process that enables content creators to manage the lifecycle of their organizational assets [5]
• enable creators to develop and test content in the service before it reaches the users [5]
• can simplify the deployment process to development, test, and production workspaces [5]
• one Premium workspace is assigned to each stage [5]
• each stage can have 
• different configurations [5]
• different databases or different query parameters [5]
• {action} create pipeline
• from the deployment pipelines entry point in Fabric [5]
• creating a pipeline from a workspace automatically assigns it to the pipeline [5]
• {action} define how many stages it should have and what they should be called [5]
• {default} has three stages
• e.g. Development, Test, and Production
• the number of stages can be changed anywhere between 2-10 
• {action} add another stage,
• {action} delete stage
• {action} rename stage 
• by typing a new name in the box
• {action} share a pipeline with others
• users receive access to the pipeline and become pipeline admins [5]
• ⇐ the number of stages are permanent [5]
• can't be changed after the pipeline is created [5]
• {action} add content to the pipeline [5]
• done by assigning a workspace to the pipeline stage [5]
• the workspace can be assigned to any stage [5]
• {action|optional} make a stage public
• {default} the final stage of the pipeline is made public
• a consumer of a public stage without access to the pipeline sees it as a regular workspace [5]
• without the stage name and deployment pipeline icon on the workspace page next to the workspace name [5]
• {action} deploy to an empty stage
• when finishing the work in one pipeline stage, the content can be deployed to the next stage [5] 
• deployment can happen in any direction [5]
• {option} full deployment 
• deploy all content to the target stage [5]
• {option} selective deployment 
• allows select the content to deploy to the target stage [5]
• {option} backward deployment 
• deploy content from a later stage to an earlier stage in the pipeline [5] 
• {restriction} only possible when the target stage is empty [5]
• {action} deploy content between pages [5]
• content can be deployed even if the next stage has content
• paired items are overwritten [5]
• {action|optional} create deployment rules
• when deploying content between pipeline stages, allow changes to content while keeping some settings intact [5] 
• once a rule is defined or changed, the content must be redeployed
• the deployed content inherits the value defined in the deployment rule [5]
• the value always applies as long as the rule is unchanged and valid [5]
• {feature} deployment history 
• allows to see the last time content was deployed to each stage [5]
• allows to to track time between deployments [5]
• {concept} pairing
• {def} the process by which an item in one stage of the deployment pipeline is associated with the same item in the adjacent stage
• applies to reports, dashboards, semantic models
• paired items appear on the same line in the pipeline content list [5]
• ⇐ items that aren't paired, appear on a line by themselves [5]
• the items remain paired even if their name changes
• items added after the workspace is assigned to a pipeline aren't automatically paired [5]
• ⇐ one can have identical items in adjacent workspaces that aren't paired [5]
• [lakehouse]
• can be removed as a dependent object upon deployment [3]
• supports mapping different Lakehouses within the deployment pipeline context [3]
• {default} a new empty Lakehouse object with same name is created in the target workspace [3]
• ⇐ if nothing is specified during deployment pipeline configuration
• notebook and Spark job definitions are remapped to reference the new lakehouse object in the new workspace [3]
• {warning} a new empty Lakehouse object with same name still is created in the target workspace [3]
• SQL Analytics endpoints and semantic models are provisioned
• no object inside the Lakehouse is overwritten [3]
• updates to Lakehouse name can be synchronized across workspaces in a deployment pipeline context [3] 
• [notebook] deployment rules can be used to customize the behavior of notebooks when deployed [4]
• e.g. change notebook's default lakehouse [4]
• {feature} auto-binding
• binds the default lakehouse and attached environment within the same workspace when deploying to next stage [4]
• [environment] custom pool is not supported in deployment pipeline
• the configurations of Compute section in the destination environment are set with default values [6]
• ⇐ subject to change in upcoming releases [6]
• [warehouse]
• [database project] ALTER TABLE to add a constraint or column
• {limitation} the table will be dropped and recreated when deploying, resulting in data loss
• {recommendation} do not create a Dataflow Gen2 with an output destination to the warehouse
• ⇐ deployment would be blocked by a new item named DataflowsStagingWarehouse that appears in the deployment pipeline [10]
• SQL analytics endpoint is not supported
• [Eventhouse]
• {limitation} the connection must be reconfigured in destination that use Direct Ingestion mode [8]
• [EventStream]
• {limitation} limited support for cross-workspace scenarios
• {recommendation} make sure all EventStream destinations within the same workspace [8]
• KQL database
• applies to tables, functions, materialized views [7]
• KQL queryset
• ⇐ tabs, data sources [7]
• [real-time dashboard]
• data sources, parameters, base queries, tiles [7]
• [SQL database]
• includes the specific differences between the individual database objects in the development and test workspaces [9]
• can be also used with
• Copy Job
• dataflows gen2
• data pipeline
• mirrored database
• activator 
• Power BI items

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References:

[1] Microsoft Learn (2024) Get started with deployment pipelines [link]

[2] Microsoft Learn (2024) Implement continuous integration and continuous delivery (CI/CD) in Microsoft Fabric [link]

[3] Microsoft Learn (2024)  Lakehouse deployment pipelines and git integration (Preview) [link]

[4] Microsoft Learn (2024) Notebook source control and deployment [link] 

[5] Microsoft Learn (2024) Introduction to deployment pipelines [link]

[6] Environment Git integration and deployment pipeline [link]

[7] Microsoft Learn (2024) Microsoft Learn (2024) Real-Time Intelligence: Git integration and deployment pipelines (Preview) [link]

[8] Microsoft Learn (2024) Eventstream CI/CD - Git Integration and Deployment Pipeline [link]

[9] Microsoft Learn (2024) Get started with deployment pipelines integration with SQL database in Microsoft Fabric [link]

[10] Microsoft Learn (2025) Source control with Warehouse (preview) [link] 

Resources:

Acronyms:
CLM - Content Lifecycle Management
UAT - User Acceptance Testing

🏭🗒️Microsoft Fabric: Power BI Environments [Notes]

Disclaimer: This is work in progress intended to consolidate information from various sources for learning purposes. For the latest information please consult the documentation (see the links below)! 

Last updated: 26-Apr-2025

Enterprise Content Publishing [2]

[Microsoft Fabric] Power BI Environments

• {def} structured spaces within Microsoft Fabric that helps organizations manage the Power BI assets through the entire lifecycle
• {environment} development 
• allows to develop the solution
• accessible only to the development team 
• via Contributor access
• {recommendation} use Power BI Desktop as local development environment
• {benefit} allows to try, explore, and review updates to reports and datasets
• once the work is done, upload the new version to the development stage
• {benefit} enables collaborating and changing dashboards
• {benefit} avoids duplication 
• making online changes, downloading the .pbix file, and then uploading it again, creates reports and datasets duplication
• {recommendation} use version control to keep the .pbix files up to date
• [OneDrive] use Power BI's autosync
• {alternative} SharePoint Online with folder synchronization
• {alternative} GitHub and/or VSTS with local repository & folder synchronization
• [enterprise scale deployments] 
• {recommendation} separate dataset from reports and dashboards’ development
• use the deployment pipelines selective deploy option [22]
• create separate .pbix files for datasets and reports [22]
• create a dataset .pbix file and uploaded it to the development stage (see shared datasets [22]
• create .pbix only for the report, and connect it to the published dataset using a live connection [22]
• {benefit} allows different creators to separately work on modeling and visualizations, and deploy them to production independently
• {recommendation} separate data model from report and dashboard development
• allows using advanced capabilities 
• e.g. source control, merging diff changes, automated processes
• separate the development from test data sources [1]
• the development database should be relatively small [1]
• {recommendation} use only a subset of the data [1]
• ⇐ otherwise the data volume can slow down the development [1]
• {environment} user acceptance testing (UAT)
• test environment that within the deployment lifecycle sits between development and production
• it's not necessary for all Power BI solutions [3]
• allows to test the solution before deploying it into production
• all tests must have 
• View access for testing
• Contributor access for report authoring
• involves business users who are SMEs
• provide approval that the content 
• is accurate
• meets requirements
• can be deployed for wider consumption
• {recommendation} check report’s load and the interactions to find out if changes impact performance [1]
• {recommendation} monitor the load on the capacity to catch extreme loads before they reach production [1]
• {recommendation} test data refresh in the Power BI service regularly during development [20]
• {environment} production
• {concept} staged deployment
• {goal} help minimize risk, user disruption, or address other concerns [3]
• the deployment involves a smaller group of pilot users who provide feedback [3]
• {recommendation} set production deployment rules for data sources and parameters defined in the dataset [1]
• allows ensuring the data in production is always connected and available to users [1]
• {recommendation} don’t upload a new .pbix version directly to the production stage
•  ⇐ without going through testing
• {feature|preview} deployment pipelines 
• enable creators to develop and test content in the service before it reaches the users [5]
• {recommendation} build separate databases for development and testing 
• helps protect production data [1]
• {recommendation} make sure that the test and production environment have similar characteristics [1]
• e.g. data volume, sage volume, similar capacity 
• {warning} testing into production can make production unstable [1]
• {recommendation} use Azure A capacities [22]
• {recommendation} for formal projects, consider creating an environment for each phase
• {recommendation} enable users to connect to published datasets to create their own reports
• {recommendation} use parameters to store connection details 
• e.g. instance names, database names
• ⇐  deployment pipelines allow configuring parameter rules to set specific values for the development, test, and production stages
• alternatively data source rules can be used to specify a connection string for a given dataset
• {restriction} in deployment pipelines, this isn't supported for all data sources
• {recommendation} keep the data in blob storage under the 50k blobs and 5GB data in total to prevent timeouts [29]
• {recommendation} provide data to self-service authors from a centralized data warehouse [20]
• allows to minimize the amount of work that self-service authors need to take on [20]
• {recommendation} minimize the use of Excel, csv, and text files as sources when practical [20]
• {recommendation} store source files in a central location accessible by all coauthors of the Power BI solution [20]
• {recommendation} be aware of API connectivity issues and limits [20]
• {recommendation} know how to support SaaS solutions from AppSource and expect further data integration requests [20]
• {recommendation} minimize the query load on source systems [20]
• use incremental refresh in Power BI for the dataset(s)
• use a Power BI dataflow that extracts the data from the source on a schedule
• reduce the dataset size by only extracting the needed amount of data 
• {recommendation} expect data refresh operations to take some time [20]
• {recommendation} use relational database sources when practical [20]
• {recommendation} make the data easily accessible [20]
• [knowledge area] knowledge transfer
• {recommendation} maintain a list of best practices and review it regularly [24]
• {recommendation} develop a training plan for the various types of users [24]
• usability training for read only report/app users [24
• self-service reporting for report authors & data analysts [24]
• more elaborated training for advanced analysts & developers [24]
• [knowledge area] lifecycle management
• consists of the processes and practices used to handle content from its creation to its eventual retirement [6]
• {recommendation} postfix files with 3-part version number in Development stage [24]
• remove the version number when publishing files in UAT and production 
• {recommendation} backup files for archive 
• {recommendation} track version history 

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References:

[1] Microsoft Learn (2021) Fabric: Deployment pipelines best practices [link]

[2] Microsoft Learn (2024) Power BI: Power BI usage scenarios: Enterprise content publishing [link]
[3] Microsoft Learn (2024) Deploy to Power BI [link]
[4] Microsoft Learn (2024) Power BI implementation planning: Content lifecycle management [link]
[5] Microsoft Learn (2024) Introduction to deployment pipelines [link]

[6] Microsoft Learn (2024) Power BI implementation planning: Content lifecycle management [link]

[20] Microsoft (2020) Planning a Power BI  Enterprise Deployment [White paper] [link]

[22] Power BI Docs (2021) Create Power BI Embedded capacity in the Azure portal [link]

[24] Paul Turley (2019)  A Best Practice Guide and Checklist for Power BI Projects

Resources:

Acronyms:
API - Application Programming Interface
CLM - Content Lifecycle Management
COE - Center of Excellence
SaaS - Software-as-a-Service
SME - Subject Matter Expert
UAT - User Acceptance Testing
VSTS - Visual Studio Team System
SME - Subject Matter Experts

🏭🗒️Microsoft Fabric: Dataflows Gen2's Incremental Refresh [Notes] 🆕

Disclaimer: This is work in progress intended to consolidate information from various sources for learning purposes. For the latest information please consult the documentation (see the links below)! 

Last updated: 25-Apr-2025

[Microsoft Fabric] Incremental Refresh in Dataflows Gen2

• {feature} enables to incrementally extract data from data sources, apply Power Query transformations, and load into various output destinations [5]
• designed to reduce the amount of data that needs to be processed and retrieved from the source system [8]
• configurable directly in the dataflow editor [8]
• doesn't need to specify the historical data range [8]
• ⇐ the dataflow doesn't remove any data from the destination that's outside the bucket range [8]
• doesn't need to specify the parameters for the incremental refresh [8]
• the filters and parameters are automatically added as the last step in the query [8]
• {prerequisite} the data source 
• supports folding [8]
• needs to contain a Date/DateTime column that can be used to filter the data [8]
• {prerequisite} the data destination supports incremental refresh [8]
• available destinations
• Fabric Warehouse
• Azure SQL Database
• Azure Synapse Analytics
• Fabric Lakehouse [preview]
• other destinations can be used in combination with incremental refresh by using a second query that references the staged data to update the data destination [8]
• allows to use incremental refresh to reduce the amount of data that needs to be processed and retrieved from the source system [8]
• a full refresh from the staged data to the data destination is still needed [8]
• works by dividing the data into buckets based on a DateTime column [8]
• each bucket contains the data that changed since the last refresh [8]
• the dataflow knows what changed by checking the maximum value in the specified column 
• if the maximum value changed for that bucket, the dataflow retrieves the whole bucket and replaces the data in the destination [8]
• if the maximum value didn't change, the dataflow doesn't retrieve any data [8]
• {limitation} 
• the data destination must be set to a fixed schema [8]
• ⇒table's schema in the data destination must be fixed and can't change [8]
• ⇒ dynamic schema must be changed to fixed schema before configuring incremental refresh [8]
• {limitation} the only supported update method in the data destination: replace
• ⇒the dataflow replaces the data for each bucket in the data destination with the new data [8]
• data that is outside the bucket range isn't affected [8]
• {limitation} maximum number of buckets
• single query: 50
• {workaround} increase the bucket size or reduce the bucket range to lower the number of buckets [8]
• whole dataflow: 150
• {workaround} reduce the number of incremental refresh queries or increase the bucket size [8]
• {downside} the dataflow may take longer to refresh after enabling incremental refresh [8]
• because the additional overhead of checking if data changed and processing the buckets is higher than the time saved by processing less data [8]
• {recommendation} review the settings for incremental refresh and adjust them to better fit the scenario
• {option} increase the bucket size to reduce the number of buckets and the overhead of processing them [8]
• {option} reduce the number of buckets by increasing the bucket size [8]
• {option} disable incremental refresh [8]
• {recommendation} don't use the column for detecting changes also for filtering [8]
• because this can lead to unexpected results [8]
• {setting} limit number of concurrent evaluation
• setting the value to a lower number, reduces the number of requests sent to the source system [8]
• via global settings >> Scale tab >> maximum number of parallel query evaluations
• {recommendation} don't enable this limit unless there're issues with the source system [8]

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References:

[5] Microsoft Learn (2023) Fabric: Save a draft of your dataflow [link]
[8] Microsoft Learn (2025) Fabric: Incremental refresh in Dataflow Gen2 [link] 

Resources: