"Datasets" are called semantic models in 2026, and the name change signals Microsoft's direction: these are first-class, shared, governed artifacts, not report-local afterthoughts. Teams that keep treating them as "the thing the report authors maintain alongside their report" keep having the same expensive conversation about why revenue looks different on three dashboards.
The canonical pattern
One semantic model per business domain, published to a gold-tier workspace, endorsed as Certified or Promoted, consumed by many thin reports via live connection.
workspaces/
sales-semantic-gold/
sales_model ← shared, Certified
finance-semantic-gold/
finance_model ← shared, Certified
sales-reports/
account-health.pbix ← live connection to sales_model
pipeline.pbix ← live connection to sales_model
regional-qbr.pbix ← live connection to sales_model
finance-reports/
p-and-l.pbix ← live connection to finance_model
budget-v-actual.pbix ← live connection to finance_model
Report authors do not embed their own model. They connect to the shared one and build visuals.
The failure mode this prevents
The failure mode is predictable and expensive: "revenue" defined in one dashboard as SUM(amount), in another as SUM(amount) - SUM(refunds), in a third as SUM(amount) * fx_rate. Each of the three definitions was correct to the author at the time. None of them agree.
Shared semantic models make this a review concern, not a discovery-at-board-meeting concern. The measure lives in one place, is version-controlled, is reviewed by domain owners, and is endorsed once.
Important
One shared semantic model per domain is not a starting guideline. It is the end state every mature Power BI practice lands on. Start there; do not let report-local models proliferate and plan to consolidate later. The consolidation never happens.
Endorsement
Power BI endorsement levels, in increasing trust:
| Level | Meaning |
|---|---|
| None | Default; user-authored, not reviewed |
| Promoted | Team-level endorsed; use within the team |
| Certified | Organization-level endorsed; use anywhere |
Certification is a real governance event. It requires a named owner, a review cadence, and a documented rollback path. Causeway domains run one Certified semantic model each; everything else is Promoted or unendorsed.
Databricks metric views
In 2026 Databricks metric views ship BI Compatibility Mode, which lets Power BI call metric views with standard SQL aggregation functions. This is the first time metric definitions have been able to live in one place and be consumed identically by Databricks SQL and Power BI.
The pragmatic pattern:
- Grain-level business logic lives in Databricks metric views.
total_revenue_usd,active_customers_30d,avg_order_value. - Report-local DAX measures wrap them for slicing behavior. YoY calculations, time-window variants, context-specific formatting.
- You stop maintaining the same formula in two languages. Which is exactly the double-definition problem above, repeated a layer up.
-- Databricks metric view
CREATE METRIC VIEW prod.gold.sales_metrics AS
SELECT
customer_id,
region,
product_category,
transaction_date,
SUM(amount_usd) AS total_revenue_usd,
COUNT(DISTINCT order_id) AS order_count
FROM prod.gold.fct_orders
GROUP BY 1, 2, 3, 4;
Power BI connects to sales_metrics, treats total_revenue_usd as an aggregatable column, and gets the same semantics wherever it is used.
Automatic aggregations
For DirectQuery and Direct Lake semantic models, Power BI can build automatic aggregations on top of the fact tables. It watches query patterns, materializes the top-N aggregation tables in memory, and serves matching queries from cache.
Enable it on any DirectQuery semantic model with more than a few hundred million fact rows. It is free performance if the model is shaped right (star schema, surrogate keys, narrow facts).
Tip
Automatic aggregations are not magic. They work when the underlying model is a clean star. If your fact has calculated columns, bidirectional relationships, or snowflaked dims, the aggregations Power BI builds will be subtly wrong in ways the developer notices last. Fix the model shape first; then turn on auto-aggregations.
Thin reports
A report that connects to a shared semantic model is called "thin" because it carries no model of its own. The authoring experience changes:
- Power BI Desktop opens the report against a live connection to the shared model. The authoring surface is limited to visuals and report-local calculations (report measures, slicer state).
- Report-local measures exist but are report-scoped; prefer pushing business measures into the shared model.
- Changes are cheap. Renaming a chart, adding a page, adjusting formatting: none of it touches the model.
This separation is how you make BI authoring a plausibly-parallelizable activity. Ten report authors can work simultaneously; one or two modelers own the semantic model.
Ownership review
The hardest part of shared semantic models is the social half. Measures accumulate, owners drift, and "certified" becomes noise unless you review it on a cadence.
The cadence that works:
- Quarterly ownership review. Every Certified model has a named owner; confirm they still exist and still want to own it.
- Monthly measure review. Scan the measure list; flag any with no documentation, no recent use, or duplicate names with slightly different definitions.
- PR gate on measure additions. New measures to a Certified model must go through review; they cannot be added from Desktop by anyone with edit access.
Semantic Layer (dbt Semantic Layer, OSI)
Two adjacent standards are worth being aware of:
- dbt Semantic Layer (MetricFlow) has a native Power BI integration (preview-to-GA in 2026). Metric definitions live in dbt; Power BI consumes them via a live connection. Worth adopting if you are already invested in dbt metrics; do not adopt it just for Power BI.
- Open Semantic Interchange (OSI) standard 1.0 released January 2026 under Apache 2. Microsoft's long-term plans converge on it. Wait for adoption to stabilize before betting a strategy on it; use Databricks metric views until then.
See also
- Storage modes — the storage-mode decision applies to every semantic model.
- Model authoring standards — Causeway's enforced rules for semantic model structure.
- DAX reference — the rules for measures that go into shared models.