BI serving cheat sheet

High-quality BI performance depends on how effectively data is prepared and delivered from the Lakehouse, combined with optimal SQL warehouse configuration. This two-part guide provides recommended practices for both data engineering and SQL warehouse operations teams.

This cheat sheet is divided into two main sections:

• Data prep: Best practices for data preparation, modeling, and optimization to ensure efficient query performance
• SQL serving: Best practices for configuring, managing, and monitoring SQL warehouses to deliver responsive analytics

The content in these sections is intended for data engineers, BI developers, and workspace administrators who design, optimize, and maintain analytics workloads in the Lakehouse. Many tasks require heightened permissions for creating data objects in your workspace metastore or managing SQL warehouses.