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Making sure import mode is the right choice for Power BI

Identify the data sources you will be using.

Assess the volume of data to be imported.

Determine the frequency of data refresh needed.

Evaluate the performance impact of using Import mode on large datasets.

Consider the complexity of data transformations required.

Analyze the expected query response times.

Review the relationships and data model complexity.

Determine if the data model can be adequately represented in Import mode.

Assess the need for calculated columns and measures.

Check the refresh capabilities of the data source.

Understand the limitations of scheduled refreshes in Power BI.

Evaluate whether real-time data access is necessary.

Assess how many users will need access to the reports.

Determine if users require direct access to the underlying data.

Consider the impact of data access on collaboration efforts.

Review data compliance requirements for the data being imported.

Ensure that sensitive data is handled according to security policies.

Evaluate the implications of data storage and governance.

Compare Import mode with DirectQuery and Composite models.

Assess the benefits of using a hybrid approach if necessary.

Identify any limitations of the selected mode on the report's functionality.

Conduct tests to validate performance and functionality.

Monitor data refresh times and query performance.

Gather feedback from end-users regarding their experience.

Document the decision-making process for using Import mode.

Review the checklist with stakeholders for input and approval.

Plan for periodic review of the data import strategy as needs evolve.

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