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Exercise Configuring A Star Schema

This document outlines an exercise for configuring a Star schema using Microsoft Power BI for the Adventure Works case study. It provides step-by-step instructions on downloading data, loading it into Power BI, establishing relationships between fact and dimension tables, and saving the project. The goal is to enhance data analysis, reporting, and visualization for better business insights.

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0% found this document useful (0 votes)
16 views3 pages

Exercise Configuring A Star Schema

This document outlines an exercise for configuring a Star schema using Microsoft Power BI for the Adventure Works case study. It provides step-by-step instructions on downloading data, loading it into Power BI, establishing relationships between fact and dimension tables, and saving the project. The goal is to enhance data analysis, reporting, and visualization for better business insights.

Uploaded by

ebadmohdhusain
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Exercise: Configuring a Star schema

Introduction
By now, you should be familiar with data models, cardinality, cross-filter direction and working
with advanced data models.

In this exercise, you must apply your knowledge of these concepts by configuring a Star schema
for Adventure Works using Microsoft Power BI. By completing this exercise, you'll demonstrate
your ability to:

 Improve data analysis.


 Enhance reporting and visualization.
 Ensure data standardization and consistency.
 Simplify data navigation.

Adventure Works case study


Adventure Works wants to analyze its Sales data to generate insights into its business. It needs
to create a data model using a Star schema. You can help the company to build this schema
using the datasets within the workbook AdventureWorksData.

Adventure Works Data


XLSX File

Instructions
Step 1: Download the Excel file and disable autodetect relationships
in Power BI
1. Download and save the Excel workbook AdventureWorksData.xlsx. The
workbook contains four tables of data: Sales, Products, Region, and
Salesperson.
2. Disable Power BI’s autodetect function.

 Tip: You can download the workbook from this page by selecting the attached Excel file.
Its contents should resemble the following screenshot.
Step 2: Load the data from the Excel workbook.
1. Load the data from the Excel sheet into Power BI. Ensure you load all tables in the
workbook.
2. Open a preview of the table in the Preview pane.

 Tip: You can import data using the Get Data drop-down menu.

Step 3: Configure a Star Schema.


1. Once the data is loaded to Power BI, Identify the main fact table in your dataset and
determine the unique identifier for the fact table.
2. Identify the related dimension tables within your dataset and determine the unique
identifiers for each dimension table.
3. Establish relationships between the fact and dimension tables based on the common
fields.

 Tip: You can create a data model in the Model view of Power BI desktop. If Power BI
autodetects the table relationships (as in most cases), you need to delete the existing
relationships before you create new ones.

1. Next, configure the relationships. For example, establish cardinality type and cross-filter
direction between the Fact and dimension tables.
2. Review the data type and formats of the columns and adjust them if necessary. Apply
any necessary transformation to prepare the data for analysis, if needed (Note that this
step is optional).

 Tip: You can configure relationships in the Edit Relationship dialog box and apply
any required transformations in the Power Query editor.

Step 4: Save the Power BI Project.


 Save your Star schema project to your local computer.
 Tip: Select an appropriate project name and folder path for your schema.

Conclusion
Congratulations! You have successfully configured a Star schema for the Adventure Works
dataset in Microsoft PowerBI. This new data model should now provide an efficient structure for
querying and reporting on the data.

In addition, the knowledge you’ve gained through this exercise empowers you to tackle complex
datasets, uncover meaningful insights, and deliver impactful reports and visualizations to drive
informed decision-making.

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