Axis Group Blog - Data Solutions for Business

Speed Up Your Power BI Development (1/2)

Written by Ryan Robertson | Oct 20, 2025 5:06:40 PM

A Comprehensive Guide to Working Faster and Smarter with Power BI

Part 1 of 2

When you're working with Power BI Desktop day in and day out, speed matters. Not just for your own productivity, but for your ability to iterate with clients, respond to changing requirements, and deliver value quickly. At Axis Group, we've developed a systematic approach to Power BI development that helps our team work faster without cutting corners.

This isn't about doing things the wrong way faster—it's about eliminating repetitive work, leveraging automation, and setting yourself up for success from the start. Whether you're new to Power BI or a seasoned developer, these techniques can help you shave hours off your development time.

The Three-Stage Approach

Our approach to fast Power BI development breaks down into three distinct stages:

  1. BEFORE: Setup and planning—the foundation work you do once

  2. DURING: Active development—best practices and shortcuts while building

  3. AFTER: Cleanup and automation—reviewing and optimizing what you've created

Let's dive into each stage.

 

BEFORE: Setup and Planning

The fastest way to speed up development is to not have to do work twice. That starts with proper setup and planning before you write a single line of DAX or touch Power Query.

1. Optimize Your Development Environment

PC Settings That Matter

Your hardware and settings can make or break your development experience. Here's what we recommend:

  • Minimum 16GB RAM (32GB if you're working with large datasets)

  • Power Mode: Switch from "Best Power Efficiency" to at least "Balanced" or "Best Performance" when plugged in. This is especially important if you've recently upgraded to Windows 11, which often defaults to the lowest power setting

  • C-Drive Storage: Keep at least 20GB free. Power BI Desktop stores temp files, recovery files, and cached queries on your C-Drive, and low storage will cause save failures

Power Query Settings

Navigate to Power Query → View menu and adjust these settings:

  • Enable: Monospaced font and "Show whitespace" for easier debugging

  • Disable: Column profiling and quality indicators. These features add overhead and only analyze the first 1,000 rows anyway, which isn't representative of real-world data

Power BI Options You Should Configure

Go to File → Options and Settings → Options:

    • Turn OFF Auto Date/Time: This prevents Power BI from creating hidden date tables that bloat your model and slow processing

    • Always ignore Privacy Level settings: This avoids unnecessary isolation steps that can break query folding

    • Enable Preview Features:

      • On-object interaction: Direct editing of visual elements

      • PBIP: Edit reports and models via code/text

      • New visualizations and AI features

    Report View Settings

    In Report View → View menu:

    • Enable smart guides and gridlines for faster alignment

    • Pin all panes to the pane manager for quicker navigation

    • Configure autosave to prevent data loss (Power BI can crash unexpectedly)

    2. Define Customer-Specific Standards Early

    Get sign-off on standards before you do significant development. This includes:

    Naming and Organization

    • File structure conventions

    • Semantic model vs. report measures

    • Table and column naming standards

    Calculation Logic

    • Calendar source and fiscal year handling

    • Point-in-time calculation behavior

    • Time intelligence standards

    Visual and UI Standards

    • Canvas size, margins, and spacing

    • Font hierarchy and sizes

    • Required elements on every page (logo, data freshness date, navigation)

    • Brand colors AND semantic colors (what represents "good" vs. "bad")

    Pro Tip: Document these standards in a Markdown file. Markdown is easy to maintain and can be fed directly to AI tools for automated code generation.

    3. Create Reusable Assets

    Build a Theme File

    Create a JSON theme file that includes:

    • All brand colors with descriptions and usage comments

    • Semantic colors (good, bad, neutral, etc.)

    • A high-resolution SVG background image that scales smoothly

    • Conditional formatting examples

    Customize Your Template Report

    Start with Axis Group's standard template and customize it with:

    Power Query Components:

    • Incremental refresh parameters

    • Connection parameters

    • Reusable functions (profiling, data quality, temporarily filtering data, etc.)

    • Calendar table

    • Documentation tables

    DAX Components:

    • Calculation groups for time intelligence

    • Metadata measures (last refresh time, report version)

    • AI Instructions populated with customer context

    Pages:

    • Template page with pre-formatted layouts

    • Component library with reusable visuals (KPI cards, slicers, buttons)

    • Required pages (About, Data Dictionary, Navigation)

    Critical: Don't abandon the template once you create it. When you discover new requirements mid-project, update the template so the next developer doesn't have to recreate everything manually.

     

  • DURING: Active Development

    Once your environment is set up, these techniques will help you develop faster.

    Keyboard Shortcuts Are Non-Negotiable

    If you're clicking through menus for basic operations, you're wasting time. Master these:

    • Ctrl + A / Z / X / C / V: Select all, undo, cut, copy, paste

    • Ctrl/Shift + Click: Multi-select objects

    • Ctrl + G / Ctrl + Shift + G: Group / Ungroup visuals

    • Arrow / Shift + Arrow: Move objects precisely (1px / 10px)

    • Ctrl + D: Multi-cursor editing for find & replace in editors that don't have built-in find and replace functionality

    Power Query Best Practices

    Create a Data Source Group

    Keep a separate group of disabled queries that contain your raw, unfiltered source data. This gives you a quick reference for exploration and profiling without adding overhead to your model. Use query references when you're ready to materialize the data.

    This approach is invaluable for data discovery—you can sort, filter, check distinct values, and test assumptions without writing any SQL.

  •  

    Don't Break the Fold

    Query folding pushes work to the source database, which speeds up both refreshes and development (because previews return faster). Always try to:

    • Reduce data volume early (select only needed columns, filter, aggregate)

    • Keep transformations foldable before adding non-foldable steps

    • Check if a step is foldable by right-clicking and looking for "View Native Query"

    Use Built-in Functions for Common Tasks

    Our template includes functions like:

    • fx_ConditionallyLimitRows: Temporarily limit data during development

    • fx_FilterDimByFact: Automatically filter dimension tables to only include values that exist in your fact tables

    These functions are already tested, foldable, and save you from writing repetitive code.

    Bulk Editing with Metadata Tools

    Model View for Multi-Select Operations

    The Model View is the only place where you can multi-select fields and change their properties in bulk:

    • Hide multiple keys at once

    • Format all date fields identically

    • Turn off default summarization for multiple measures

    • Apply consistent number formatting

    TMDL View for Text-Based Editing

    Enable TMDL view to:

    • Edit semantic model properties as text

    • Bulk update measure descriptions

    • Copy/paste calculation groups between reports

    • Modify hidden properties that have no GUI option

    • Enable asynchronous development (merge measures from multiple developers)

    DAX Query View for Power Users

    Use the DAX Query View to:

    • Generate or troubleshoot measures with Copilot

    • Define all measures in a table and do find & replace

    • Profile semantic model data with "column statistics"

    • Query metadata using INFO functions like INFO.VIEW.MEASURES()

    • Preview data when connected to a semantic model in the service

    Pro Tip: You can filter the results of INFO functions to find measures with invalid expressions, making cleanup much faster.

    Interface Development Efficiency

    Working with Large Data

    When working with large datasets that slow down the interface:

    • Use View → Pause Visuals to stop queries while designing

    • Temporarily limit data in Power Query during development

    • Wait to build the interface until your base measures are organized

    Single-Object Editing with On-Object Interaction

    Enable the "On-object interaction" preview feature, then:

    1. Double-click an object to activate it (blue border appears)

    2. Click the specific part you want to modify (title, axis labels, bars, etc.)

    3. The Format pane automatically jumps to those settings

    4. Double-click outside to deactivate

    This is dramatically faster than hunting through hundreds of formatting options.

    Multi-Object Editing

    Select multiple objects (Ctrl or Shift + Click) to:

    • Change width, height, and other common properties simultaneously

    • Align objects (top, bottom, left, right)

    • Distribute evenly with precise spacing

    • Apply the format painter (only works between same object types)

    Precision Layout Example

    Want to place 6 slicers horizontally with perfect spacing? Do the math once:

    Canvas width: 1280px
    Design standard gap: 4px
    Number of gaps: 7 (edges + between objects)

    Available width = 1280 - (7 × 4) = 1252px
    Width per slicer = 1252 ÷ 6 = 208px

    Then:

    1. Create one slicer at 208px width with all formatting

    2. Copy/paste 5 times

    3. Place left-most slicer 4px from edge

    4. Place right-most slicer at calculated X position

    5. Select all and use "Distribute horizontally"

    Perfect spacing, no guesswork, no iteration.

     

  •  

  • AFTER: Cleanup and Automation

    Once development is complete, these tools help you review and optimize:

    Third-Party Tools for Review

    • Tabular Editor: Run BPA (Best Practice Analyzer) rules to refine your semantic model

    • DAX Studio: Check relationship integrity and performance

    • Report Analyzer: Identify performance issues and UI best practices violations

    • Measure Killer: Find unused/duplicate measures, unused columns, and unused queries

    • Bravo: Auto-format all your DAX for consistency

    Using LLMs for Automation

    Modern AI tools can help with:

    • Commenting your M code

    • Finding optimizations in your DAX measure table

    • Suggesting naming improvements based on your standards

    • Generating PowerShell scripts to modify Report.json en masse

    For best results, provide your design standards document as context so the AI understands your conventions.

    The Bottom Line

    Fast Power BI development isn't about cutting corners—it's about working smarter. By setting up your environment correctly, establishing standards early, leveraging built-in tools and functions, and using automation where appropriate, you can dramatically reduce the time it takes to build production-quality reports.

    The key is to think systematically: What work can be done once and reused? What repetitive tasks can be automated? What mistakes can be prevented through proper setup?

    Start with these techniques, adapt them to your workflow, and you'll find yourself delivering faster without sacrificing quality. And that's exactly what clients value most—speed AND excellence.