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Train analysts on these five modeling rules before they publish

Five rules beat a 40-slide modeling course. Make them part of publish definitions of done.

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June 1, 20261 min readBy Power BI Analytics Team

Self-service fails when every analyst publishes a personal datamart. Teach five non-negotiables; block certification when any fail.

The five rules

  • Star schema: facts + dimensions; no 40-column flat sheets as the long-term model.
  • Mark as date table on a real Date dimension before any time intelligence.
  • Single-direction relationships by default; bidirectional needs review.
  • Measures live on a measures table with descriptions — not random columns on facts.
  • Production reports come from a shared workspace with scheduled refresh — not My Workspace + email PBIX.

How trainers verify

In review, open Model view: count bidirectional edges, confirm Date marking, spot-check View Native Query on one query, and check dataset settings for gateway binding. If refresh history shows Failed with path or credential errors, send back to source hygiene — do not “train visualization tips” over a broken model.

Graduation artefact: one certified-candidate dataset that passes the five rules and a View as RLS test if the domain requires regional filters.

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Illustrative KPI view

Sample model

Revenue

$5.2M

+5.4% vs LY

Gross margin

33.6%

+2.1 pts

Decision cycle time

3.0 days

+0.2 days

Open exceptions

29

-3 vs last week

Trailing 12 periodsvs plan
On track
71%
Watch
25%
Critical
11%

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