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Roll out Import mode without turning night refresh into a fire drill

Import is the right default for most management reporting — if you stage loads and size the gateway for concurrency.

NDA-readyFixed-scope first releaseBusiness + IT handover
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December 23, 20261 min readBy Power BI Analytics Team

Import mode loads compressed data into the dataset. It fails operationally when everyone publishes 5 GB pilots onto one gateway and schedules them all at 05:30.

Adoption sequence

  • Start with one certified Import model per domain; block duplicate shadow PBIX copies in My Workspace for the same facts.
  • Stagger Scheduled refresh (e.g. finance 04:30, ops 05:15) and check Refresh history for overlapping Failed due to gateway congestion.
  • Cap pilot model size early — use VertiPaq Analyzer; drop high-cardinality text, split date/time, remove unused columns before promoting.

Settings worth enforcing

In dataset settings, set a clear time zone for schedules (UTC vs local causes “missing morning data” tickets). Prefer large-date dimensions as Import even if some facts stay Dual/DirectQuery. When refreshing from SQL via gateway, keep Max parallel engine threads / container awareness with your DBA — saturating the source creates blocking that looks like a Power BI outage.

Only move to incremental refresh after Import nightly Success is boring for two weeks — incremental on a broken watermark multiplies partition Failures.

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Illustrative KPI view

Sample model

Revenue

$5.8M

+2.4% vs LY

Gross margin

15.5%

+0.3 pts

Decision cycle time

4.4 days

-0.3 days

Open exceptions

11

-2 vs last week

Trailing 12 periodsvs plan
On track
63%
Watch
20%
Critical
5%

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