powerbi-modeling

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Power BI Semantic Modeling

Power BI语义建模

Guide users in building optimized, well-documented Power BI semantic models following Microsoft best practices.

遵循Microsoft最佳实践，指导用户构建经过优化、文档完善的Power BI语义模型。

When to Use This Skill

何时使用此技能

Use this skill when users ask about:

Creating or optimizing Power BI semantic models
Designing star schemas (dimension/fact tables)
Writing DAX measures or calculated columns
Configuring table relationships (cardinality, cross-filter)
Implementing row-level security (RLS)
Naming conventions for tables, columns, measures
Adding descriptions and documentation to models
Performance tuning and optimization
Calculation groups and field parameters
Model validation and best practice checks

Trigger phrases: "create a measure", "add relationship", "star schema", "optimize model", "DAX formula", "RLS", "naming convention", "model documentation", "cardinality", "cross-filter"

当用户询问以下内容时，使用此技能：

创建或优化Power BI语义模型
设计星型架构（维度/事实表）
编写DAX度量值或计算列
配置表关系（基数、交叉筛选）
实施行级安全性（RLS）
表、列、度量值的命名规范
为模型添加描述和文档
性能调优与优化
计算组和字段参数
模型验证与最佳实践检查

触发短语："创建度量值"、"添加关系"、"星型架构"、"优化模型"、"DAX公式"、"RLS"、"命名规范"、"模型文档"、"基数"、"交叉筛选"

Prerequisites

前提条件

Required Tools

必备工具

Power BI Modeling MCP Server: Required for connecting to and modifying semantic models
- Enables: connection_operations, table_operations, measure_operations, relationship_operations, etc.
- Must be configured and running to interact with models

Power BI Modeling MCP Server：连接和修改语义模型的必备工具
- 支持：connection_operations、table_operations、measure_operations、relationship_operations等操作
- 必须配置并运行才能与模型交互

Optional Dependencies

可选依赖

Microsoft Learn MCP Server: Recommended for researching latest best practices
- Enables: microsoft_docs_search, microsoft_docs_fetch
- Use for complex scenarios, new features, and official documentation

Microsoft Learn MCP Server：建议用于研究最新最佳实践
- 支持：microsoft_docs_search、microsoft_docs_fetch
- 适用于复杂场景、新功能和官方文档查询

Workflow

工作流程

1. Connect and Analyze First

1. 先连接并分析

Before providing any modeling guidance, always examine the current model state:

1. List connections: connection_operations(operation: "ListConnections")
2. If no connection, check for local instances: connection_operations(operation: "ListLocalInstances")
3. Connect to the model (Desktop or Fabric)
4. Get model overview: model_operations(operation: "Get")
5. List tables: table_operations(operation: "List")
6. List relationships: relationship_operations(operation: "List")
7. List measures: measure_operations(operation: "List")

在提供任何建模指导前，务必先检查当前模型状态：

1. 列出连接：connection_operations(operation: "ListConnections")
2. 若无连接，检查本地实例：connection_operations(operation: "ListLocalInstances")
3. 连接到模型（Desktop或Fabric版本）
4. 获取模型概览：model_operations(operation: "Get")
5. 列出表：table_operations(operation: "List")
6. 列出关系：relationship_operations(operation: "List")
7. 列出度量值：measure_operations(operation: "List")

2. Evaluate Model Health

2. 评估模型健康状况

After connecting, assess the model against best practices:

Star Schema: Are tables properly classified as dimension or fact?
Relationships: Correct cardinality? Minimal bidirectional filters?
Naming: Human-readable, consistent naming conventions?
Documentation: Do tables, columns, measures have descriptions?
Measures: Explicit measures for key calculations?
Hidden Fields: Are technical columns hidden from report view?

连接后，根据最佳实践评估模型：

星型架构：表是否正确分类为维度表或事实表？
关系：基数是否正确？双向筛选是否最少？
命名：是否为易读、一致的命名规范？
文档：表、列、度量值是否有描述？
度量值：关键计算是否使用显式度量值？
隐藏字段：技术列是否在报表视图中隐藏？

3. Provide Targeted Guidance

3. 提供针对性指导

Based on analysis, guide improvements using references:

Star schema design: See STAR-SCHEMA.md
Relationship configuration: See RELATIONSHIPS.md
DAX measures and naming: See MEASURES-DAX.md
Performance optimization: See PERFORMANCE.md
Row-level security: See RLS.md

基于分析结果，参考以下内容指导改进：

星型架构设计：参见STAR-SCHEMA.md
关系配置：参见RELATIONSHIPS.md
DAX度量值与命名：参见MEASURES-DAX.md
性能优化：参见PERFORMANCE.md
行级安全性：参见RLS.md

Quick Reference: Model Quality Checklist

快速参考：模型质量检查清单

Area	Best Practice
Tables	Clear dimension vs fact classification
Naming	Human-readable: `Customer Name` not `CUST_NM`
Descriptions	All tables, columns, measures documented
Measures	Explicit DAX measures for business metrics
Relationships	One-to-many from dimension to fact
Cross-filter	Single direction unless specifically needed
Hidden fields	Hide technical keys, IDs from report view
Date table	Dedicated marked date table

领域	最佳实践
表	清晰区分维度表与事实表
命名	易读性：使用 `Customer Name` 而非 `CUST_NM`
描述	所有表、列、度量值均有文档说明
度量值	针对业务指标使用显式DAX度量值
关系	从维度表到事实表的一对多关系
交叉筛选	除非特别需要，否则使用单向筛选
隐藏字段	在报表视图中隐藏技术键、ID
日期表	使用专用的标记日期表

MCP Tools Reference

MCP工具参考

Use these Power BI Modeling MCP operations:

Operation Category	Key Operations
`connection_operations`	Connect, ListConnections, ListLocalInstances, ConnectFabric
`model_operations`	Get, GetStats, ExportTMDL
`table_operations`	List, Get, Create, Update, GetSchema
`column_operations`	List, Get, Create, Update (descriptions, hidden, format)
`measure_operations`	List, Get, Create, Update, Move
`relationship_operations`	List, Get, Create, Update, Activate, Deactivate
`dax_query_operations`	Execute, Validate
`calculation_group_operations`	List, Create, Update
`security_role_operations`	List, Create, Update, GetEffectivePermissions

使用以下Power BI Modeling MCP操作：

操作类别	关键操作
`connection_operations`	Connect、ListConnections、ListLocalInstances、ConnectFabric
`model_operations`	Get、GetStats、ExportTMDL
`table_operations`	List、Get、Create、Update、GetSchema
`column_operations`	List、Get、Create、Update（描述、隐藏、格式）
`measure_operations`	List、Get、Create、Update、Move
`relationship_operations`	List、Get、Create、Update、Activate、Deactivate
`dax_query_operations`	Execute、Validate
`calculation_group_operations`	List、Create、Update
`security_role_operations`	List、Create、Update、GetEffectivePermissions

Common Tasks

常见任务

Add Measure with Description

添加带描述的度量值

measure_operations(
  operation: "Create",
  definitions: [{
    name: "Total Sales",
    tableName: "Sales",
    expression: "SUM(Sales[Amount])",
    formatString: "$#,##0",
    description: "Sum of all sales amounts"
  }]
)

measure_operations(
  operation: "Create",
  definitions: [{
    name: "Total Sales",
    tableName: "Sales",
    expression: "SUM(Sales[Amount])",
    formatString: "$#,##0",
    description: "Sum of all sales amounts"
  }]
)

Update Column Description

更新列描述

column_operations(
  operation: "Update",
  definitions: [{
    tableName: "Customer",
    name: "CustomerKey",
    description: "Unique identifier for customer dimension",
    isHidden: true
  }]
)

column_operations(
  operation: "Update",
  definitions: [{
    tableName: "Customer",
    name: "CustomerKey",
    description: "Unique identifier for customer dimension",
    isHidden: true
  }]
)

Create Relationship

创建关系

relationship_operations(
  operation: "Create",
  definitions: [{
    fromTable: "Sales",
    fromColumn: "CustomerKey",
    toTable: "Customer",
    toColumn: "CustomerKey",
    crossFilteringBehavior: "OneDirection"
  }]
)

relationship_operations(
  operation: "Create",
  definitions: [{
    fromTable: "Sales",
    fromColumn: "CustomerKey",
    toTable: "Customer",
    toColumn: "CustomerKey",
    crossFilteringBehavior: "OneDirection"
  }]
)

When to Use Microsoft Learn MCP

何时使用Microsoft Learn MCP

Research current best practices using

microsoft_docs_search

for:

Latest DAX function documentation
New Power BI features and capabilities
Complex modeling scenarios (SCD Type 2, many-to-many)
Performance optimization techniques
Security implementation patterns

使用

microsoft_docs_search

研究当前最佳实践，适用于：

最新DAX函数文档
Power BI新功能与能力
复杂建模场景（如SCD Type 2、多对多关系）
性能优化技巧
安全实施模式