Analyst
Roadmap to
Databricks
From SQL to End-to-End BI
Jake Duckers
June 10, 2025
Forward-looking Statement
This presentation has been prepared for informational purposes only. The information set forth herein
does not purport to be complete or contain all relevant information. Statements contained herein are
made as of the date of this presentation unless stated otherwise.
This presentation and the accompanying oral commentary may contain forward-looking statements. In
some cases, forward-looking statements can be identified by terms such as “may”, “will”, “should”,
“expects”, “plans”, “anticipates”, “could”, “intends”, “projects”, “believes”, “estimates”, “predicts”, or
“continue”, or the negative of these words or other similar terms or expressions that concern Databricks’
expectations, strategy, plans, or intentions.
Forward-looking statements are based on information available at the time those statements are made
and are inherently subject to risks and uncertainties that could cause actual results to differ materially
from those expressed in or suggested by the forward-looking statements.
Forward-looking statements should not be read as a guarantee of future performance or outcomes.
Except as required by law, Databricks does not undertake any obligation to publicly update or revise any
forward-looking statement, whether as a result of new information, future developments or otherwise.
1
Who am I?
2
Who am I?
Where's My Data?
3
Analyst Domains
4
Data Discovery & Governance
Three Areas Data Transformation & Modeling
Analytics &
% BI
5
Unity Catalog for An Analyst
Understanding Medallion Structure for the Business
Data Assets located in Catalog Pane
Catalog
Gold Schema:
Key Reports & Dashboard Datasets
Silver Schema:
Used to Build New Data Models
6
Data Discovery &
Data Governance
7
Unity Catalog
- Freshness
- Volume
- Lineage Data Discovery & Governance
- Schema
Establish Rules
Data Transformation & Modeling
Analytics % BI
8
Unity Catalog for An Analyst
Pilar 1 & 2: Freshness & Volume Using “Overview” Tab
When was the Table updated?
What is the size and structure of the
table?
9
Unity Catalog for An Analyst
Pilar 1 & 2: Freshness & Volume Using “Details” Tab
Who or What Created and Updates
this Data Object
12
10
Unity Catalog for An Analyst
Pilar 1: Freshness Using “History” Tab
What Operations are being done and What Notebook & Job Update the
when? Table?
11
Unity Catalog for An Analyst
Pilar 3: Lineage Using “Lineage” Tab
What are the Upstream and Use Lineage Graph to Visually
Downstream Dependencies? Represent Dependencies
12
Unity Catalog for An Analyst
Pilar 4: Schema Using “Overview” Tab
May be able to see code that
generated the Data Object
Identify Column Types and Comments
Identify Primary and Foreign Keys
13
Unity Catalog for An Analyst
Pilar 4 : Visualizing Relationships
Composite PK
Columns can have multiple FKs
14
Data Transformation
& Modeling
15
Data Discovery & Governance
SQL Editor, Notebooks, Compute
- EDA
- Data Mapping
- Code Environment Data Transformation & Modeling
- Code Execution
- Data Review
Create Data Objects
Analytics % BI
16
Workspace Crash Course
Find and Organize Your Queries, Notebooks, and Dashboards
Create a Hierarchical Structure to
Create Folders or GIT Folders
Organize Data Objects
17
SQL Editor
18
SQL Editor Crash Course
19
Notebooks
20
Notebooks Crash Course
21
Data Model Workflow
Notebook Structure for Creating Tables
1 21 31
CREATE OR REPLACE TABLE …
Column Names,
Data Types
Enforced Constraints, CREATE OR REPLACE TEMP VEW … INSERT INTO …
Comments
PK/FK Constraints
(CLUSTER BY)
22
Data Model Workflow
Use CREATE OR REPLACE command
Set Enforced Constraint
Define PK with PRIMARY KEY and RELY
(only if unique)
Define FKs with FOREIGN KEY
INSERT INTO using TEMP VIEWs
23
Orchestration
24
Business Reporting Workflow
IF/ELSE Task
Job Parameter
(Pushed Down to Tasks)
25
Workflow Overview
Review Business Reporting Workflow Runs
26
Analytics & BI
27
Data Discovery & Governance
Data Transformation & Modeling
Dashboards
- Semantic Model
- Filtering
- Visualizations Analytics & BI
- Genie
Deliver Insights 28
Connect Power BI & Databricks
Step 1: Grab SQL Warehouse Connection Details
Grab SQL Warehouse Server
Hostname
Grab SQL Warehouse HTTP Path
29
Connect Power BI & Databricks
Step 2: Use “Get Data” & Input Connection Details
Paste SQL Warehouse Server
Hostname
Paste SQL Warehouse HTTP Path
30
Connect Power BI & Databricks
Step 3: Load or Transform Data
Select Data Objects
Load or Transform Data
31
Connect Power BI & Databricks
Step 4: Automatic Sematic Model Thru PK/FK
32
Databricks
Dashboards
33
Dashboard & Genie Example
34
Setting Up Datasets
Separate Datasets for Visualizations & Filters
Datasets that Feed Visualizations
Datasets for Filter Selections
35
Dashboard Parameters
Creating Interactive Filters
Conditional array_contains()
Use Date Periods or Date Range Filter
Parameter Details Section
36
Dashboard Parameters
Filtering on Parameters
Set the Field to the State Dataset
Set Datasets to be Filtered by State
Set the Default Value
37
Calculated Dimensions & Measures
Improving Dashboard performance
Calculated Dimension
Calculated Measures
38
Publish Dashboard with Genie Space
Publish a Dashboard with Auto-Generate or Existing Genie Space
Choose Permission Type for Viewers
Enable Genie with Dashboard
39
Resources
40
Complete Your Surveys
Your feedback has a direct impact on Data + AI Summit content
• You will receive a survey for each
session attended
• Open the Databricks Events app
and select “My Surveys” from the
menu
• Surveys can also be submitted in
the Attendee Portal
41
