Power BI Q&A: Optimize a Power BI workbook (cloud modeling)
In Power BI Q&A Language Modeling – Optimize: Synonyms and in Enhancing and tuning Excel Power Pivot workbooks for Power BI Q&A you learned how to work in Excel to enhance the Power Pivot data model. In this article you’ll learn how to optimize your data model online in Power BI for Office 365. This is sometimes referred to as cloud modeling.
The cloud modeling capabilities are much more robust than those offered in Excel. You can:
Review and fix flagged questions
Review and address ambiguous terms used in Q&A searches
Perform testing before committing changes to a workbook
Cloud modeling begins by opening Optimize view in Q&A.
Who can use Optimize View
The person who uploads a workbook to a Power BI site automatically has permissions to optimize that workbook. In addition, Optimize permissions can be granted by the SharePoint administrator.
You want to ensure that your teammates get the absolutely best results from your workbook. And there are many ways you can do this – some are proactive, to get the workbook ready for Q&A, and some are reactive, monitoring usage and responding to feedback. All of this can be done with tools available in Optimize view.
Open Q&A Optimize View
Take that workbook that you’ve uploaded to an Office 365 Power BI site and optimize it (or continue to optimize it) for your users. Changes you make here are saved back to the uploaded workbook and its data model. The cloud modeling capabilities are substantially more robust than the modeling available in Excel.
From a Power BI for Office 365 site, open the Power BI app.
Select the gear icon in the top right corner > Power BI Site Settings > Q&A.
Locate the workbook you’d like to optimize for Q&A and click the ellipses > Optimize for Q&A.
Power BI opens the Optimize view of Q&A, as shown here:
Tools available in Optimize view
Once in Optimize view, you’ll see several tabs: Overview, Synonyms, Phrasings, Usage. Select a link below to learn more about each.
Shows a summary of the synonyms and phrasings that already exist in the workbook’s data model. Some are auto-generated by Q&A , and others are created manually.
For more information, see Power BI Q&A Language Modeling - Optimize: Overview tool
Lists the tables and fields in the workbook (and corresponding data model) along with auto-generated and manually-created synonyms. If you’ve everadded synonyms to a Power Pivot Excel data model, this will look very familiar. You can do a lot of up-front work here before adding the workbook to Q&A, and you can also return here to add new synonyms in response to user feedback and usage reports.
For more information, see Power BI Q&A Language Modeling – Optimize: Synonyms
Add phrasings to reduce ambiguity in your workbook and give better Q&A results. Some phrasings are auto-generated by Q&A , and others are created manually. As with Synonyms, you can do a lot of up-front language modeling here, and also return to address issues that come up in the Usage pane.
Phrasings is a very powerful tool and can be complicated. Before diving in, we recommend reading the following:
You can monitor workbook activity and feedback and use that information to update and improve the data model.
A User Report shows the number of questions asked by end-user. Click on the number and see the actual questions asked, and click on a question to see the results displayed on the left.
A Flagged Questions report lists questions flagged by end-users as unhelpful. Click on a question to see the results displayed on the left. Fix the model so that the flagged questions return good results.
An Unrecognized Words report displays a list of words Q&A didn’t recognize.
For more information about the Usage tool, see Power BI Q&A Language Modeling – Optimize: Usage tool
After you’ve opened Q&A in Optimize view:
Overview tab – review phrasings and synonyms already added to the data model
Synonyms tab – review existing synonyms and add new ones
Phrasings tab – review existing phrasings and add new ones
Usage tab – monitor workbook usage and feedback
Having trouble optimizing a workbook in Power BI for Office 365?:
Troubleshooting – coming soon!
How does language modeling in Power BI for Office 365 fit into the Q&A big picture:
Videos – coming soon!