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datafactory-tips

apply best practices for Fabric Data Factory

Covers Data Engineering ETL Data Pipeline Microsoft Microsoft Fabric

Description

Operational tips and best practices for working with Microsoft Fabric Data Factory MCP tools. Use when executing queries, troubleshooting timeouts, creating dataflows end-to-end, or working with large datasets via the DataFactory.MCP tools.

SKILL.md

Data Factory Tips

Operational knowledge for working with Microsoft Fabric Data Factory.

Must / Prefer / Avoid

MUST DO

  • Use executeOption = "ApplyChangesIfNeeded" on first refresh of API-created dataflows
  • Re-add connections via add_connection_to_dataflow after save_dataflow_definition (save may wipe them)
  • Use list_workspaces and filter by name — there is no find_workspace tool
  • Validate each connection with execute_query after adding
  • Create a new dataflow instead of reverting a multi-source one to single-source — there is no remove_connection tool

PREFER

  • Filter early in M queries to enable query folding (push filters to source)
  • Expensive operations (sorting, aggregation) last — streaming operations (filter, select) first
  • execute_query with customMashupDocument to iterate on M code before saving
  • Standard engine for complex transforms; Fast Copy only for simple ingestion

AVOID

  • get_authoring_guidance — deprecated, author M directly
  • Sorting early in query chains (requires reading all data before returning results)
  • SELECT * equivalent without row limits during development — use "Keep First Rows" then remove

Symptom Triage

SymptomLikely CauseRead
DataflowNeverPublishedErrorDefault SkipApplyChanges on first rundestinations/dest-new-table.md
DestinationColumnNotFoundManual mappings for new tabledestinations/dest-new-table.md
Credentials error on LakehouseConnection not bounddatafactory-connections.md (Binding)
FastCopy fails with transformsUnsupported transform in fast copydatafactory-advanced.md (Fast Copy)
Instant refresh fail (0-3s)Privacy firewall or unpublished draftsources/multi-source.md
Multi-source instant fail via APIDirty dataflow or separate Lakehouse.Contents callssources/multi-source.md
IsNewTarget = false failsDirect navigation on API-created dataflowdestinations/dest-new-table.md
Stale connections after revertsave_dataflow_definition doesn't remove connectionsdatafactory-connections.md (Troubleshooting)

Knowledge Files

FileWhen to Read
datafactory-core.mdMCP tools, M basics, rolling dates, what-if queries
datafactory-connections.mdConnection discovery, creation, binding, gateways, troubleshooting connection errors
datafactory-performance.mdQuery timeouts, chunking, query folding, connector selection
datafactory-advanced.mdFast Copy limits, Action.Sequence, Modern Evaluator
datafactory-pipelines.mdPipeline creation, Dataflow activities, chaining, scheduling

Destination Files (read only the one you need)

FileWhen to Read
destinations/dest-new-table.mdCreating a new output table via MCP (most common path)
destinations/dest-existing-table.mdWriting to a table that already exists
destinations/dest-troubleshooting.mdDiagnosing refresh failures, connection issues, silent errors

Source Files

FileWhen to Read
sources/multi-source.mdCombining Lakehouse + SharePoint/Web sources, AllowCombine
sources/sharepoint-excel.mdReading Excel files from SharePoint via Web.Contents

M Templates (copy-paste-ready, no prose)

FileWhen to Read
templates/m-new-table-destination.mNeed the complete M section document for a new table
templates/m-existing-table-destination.mNeed the M section document for an existing table
templates/m-multi-source-section.mNeed the M section document for multi-source with AllowCombine
templates/m-sharepoint-excel-source.mNeed the M snippet for SharePoint Excel via Web.Contents
templates/pipeline-single-dataflow.jsonNeed pipeline JSON for a single Dataflow activity
templates/pipeline-chained-dataflows.jsonNeed pipeline JSON for chained Dataflow activities

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