Performance: Enable / Disable Load and Report Refresh

Performance: Enable / Disable Load and Report Refresh

Enable Load in Power Query (Power BI)

What is "Enable Load"?

  • The Enable Load option in Power Query determines whether a query's results are loaded into the Power BI data model (or report) for further use.
  • Found in the query settings under the "Properties" pane or by right-clicking a query in the query list.

Key Points

  1. When Enabled:
    • The query's output is loaded into the Data Model in Power BI.
    • Data becomes available for visualizations, measures, and other calculations.
    • Part of the report refresh process when refreshing data.
  2. When Disabled:
    • The query is not loaded into the Data Model.
    • Still available for use in other queries (e.g., as an intermediate step).
    • Not included in the report refresh or final data.

Why Use Enable Load?

  1. Optimize Performance:
    • Prevent unnecessary queries from consuming memory and resources in the Data Model.
    • Only load the final queries that are required for reporting.
  2. Intermediate Queries:
    • For workflows that involve Extract → Transform → Load (ETL):
      • Intermediate steps (e.g., raw data extracts, transformations) can have Enable Load turned off.
      • Final queries that summarize or clean data are enabled for load.
  3. Reduce Clutter:
    • Avoid unnecessary tables in the Power BI Fields pane.

What is "Include in Report Refresh"?

  • Another option available for queries in Power Query.
  • Determines whether the query will refresh its data source when the report is refreshed.
  • Useful for scenarios where:
    • Some queries are static (e.g., reference data or rarely updated tables).
    • You want to save time by excluding such queries from the refresh process.

Key Differences: Enable Load vs. Include in Report Refresh

Feature
Enable Load
Include in Report Refresh
Purpose
Controls whether the query loads into the model.
Controls whether the query refreshes its data.
Impact on Performance
Saves memory by skipping unused queries.
Saves time by skipping unnecessary data refresh.
Common Use Cases
Intermediate queries or hidden data.
Static or rarely updated queries.

Best Practices

  1. Enable Load:
    • On: For final queries required for reports or visualizations.
    • Off: For intermediate queries used only for transformations.
  2. Include in Report Refresh:
    • On: For queries that rely on frequently updated data.
    • Off: For static reference tables or test data.

Example Workflow

  1. Extract:
    • Query raw data (e.g., Sales_Data_Raw) with Enable Load OFF and Include in Report Refresh ON.
  2. Transform:
    • Perform transformations (e.g., clean data, join tables) with intermediate queries.
    • Keep Enable Load OFF and Include in Report Refresh ON.
  3. Load:
    • Final query (e.g., Sales_Data_Final) for reporting.
    • Enable Load ON and Include in Report Refresh ON to include it in the report and refresh process.

Practical Tip:

Regularly review your queries to ensure only the required ones have Enable Load ON to keep your Data Model optimized and refresh times manageable.

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