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Category: Power BI

Power BI Tools

Published 2021-02-10 by Kevin Feasel

Benni De Jagere shares a list of useful tools around Power BI:

The External Tools (and the Enhanced Metadata format enabling it) allow end users of Power BI Desktop to call on custom built applications, scripts, .. to augment their developer/designer experience. These days, there’s over 40 (I stopped counting) external tools available, each with their own use case and focal area. When showing off some of the capabilities to my clients, it amazes me to see how quickly they pick up these things, and start building out their own ways of working.

Depending on the client, their IT Compliancy rules, the business and technical requirements, my actual tool belt tends to vary. Not every IT organisation allows user to freely install an application, digitally signed or not, so this is definitely an important one to take into your conversations early on.

Read on for Benni’s choices.

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Testing Power BI Report Server Datasources

Published 2021-02-08 by Kevin Feasel

Aaron Nelson has some cmdlets for us:

I finally did it. I created a function I’ve been wanting to be able to use for *years*. Test-RsRestItemDataSource is here.

I can’t tell you how many times I’ve started to work on a report I was told was working, only to find the connection info was invalid. This wastes valuable time, especially when you’ve already made changes to the report.

Other times, I’ve been asked to figure out why a bunch of subscriptions weren’t working, only to find out it was a simple connection issue. I’ve always wanted a simple PowerShell command to check the credentials of a bunch of reports before I touch anything.

Turns out, it wasn’t that hard to build at all. I only wish I had built it years ago.

Click through to see an example of this, as well as two more cmdlets.

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Power Query Folding Indicators

Published 2021-02-02 by Kevin Feasel

Matthew Roche points out a nice addition to Power Query:

Because of the performance benefit that query folding provides, experienced query authors are typically very careful to ensure that their queries take advantage of the capabilities of their data sources, and that they fold as many operations as possible. But for less experienced query authors, telling what steps will fold and which will not has not always been simple…

Until now.

Read on for more information. I saw this for the first time in a recent presentation and was pleasantly surprised at how well it works.

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Default Format String for Power BI Calculation Groups

Published 2021-02-01 by Kevin Feasel

Gilbert Quevauvilliers figures out how to display a calculation group’s default format string in Power BI:

Recently I was working on a customer’s data and one thing that was missed was when something was not selected the Calculation Group did not return any default Format String.

Below is how I solved this, with the tricky part being formatting of the measure to be displayed correctly.

This follows on from my previous blog posts with regards to Calculation Groups:

Power BI Visuals now support Custom Formatting for measures using Calculation Groups!

Create Currency Formatting Strings using Calculation Groups in Power BI Pro & Premium / Azure Analysis Services / SQL Server Analysis Services 2019

Click through for the process.

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Reading Delta Lake Tables from Power BI

Published 2021-02-01 by Kevin Feasel

Gerhard Brueckl checks out the Apache Parquet connector in Power BI, reading from a Delta Lake:

“Apache Parquet is a columnar storage format available to any project in the Hadoop ecosystem, regardless of the choice of data processing framework, data model or programming language.”

However, Parquet is just a file format and does not really support you when it comes to data management. Common data manipulation operations (DML)  like updates and deletes still need to be handled manually by the data pipeline. This was one of the reasons why Delta Lake (delta.io) was developed besides a lot of other features like ACID transactions, proper meta data handling and a lot more. If you are interested in the details, please follow the link above.

Click through for a demo.

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Refreshing Power BI Report Server Reports

Published 2021-01-29 by Kevin Feasel

Aaron Nelson has some new cmdlets for us:

I just wanted to give everyone a heads-up that a new version of the ReportingServicesTools module went out last week, and it includes 3 new PowerShell functions for working with Power BI reports on a Power BI Report Server (PBIRS) instance.

You can now Create (New), Get, & Start a CacheRefreshPlan of a Power BI report deployed to a PBIRS instance.  For clarity, these only apply to reports using an Imported model, not those using Direct Query.

Click through for more detail.

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Modifying a Linked Entity in Power BI Dataflows

Published 2021-01-29 by Kevin Feasel

Reza Rad gives us a method to modify linked entities in Power BI dataflows:

It is not possible to change a linked entity in a dataflow in Power BI. Linked entities has to be modified only in the dataflow in which they are created. However, sometimes, you need to do a small modification to the linked entity in a chained dataflow. There is a very simple trick, In this article and video, I’ll explain how you can do that.

Read on to see how.

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Debugging DAX via Tooltips

Published 2021-01-27 by Kevin Feasel

Matt Allington has a workaround for us:

DAX is a tricky language; on the surface it is deceptively simple, but under the hood it can quickly become complex and it can take many years to master. If you have ever typed a formula and crossed your fingers when you press Enter, then you know what I mean. If you are reading this article, you are no doubt already on your own DAX learning journey.

As you become more competent at DAX, you will start to write more complex formulas that behave differently depending on the filters in your visuals.  One such example is the P&L report that I shared in 2020.  This report contains quite a tricky formula. It was built slowly and methodically, one step at a time, until it was working as desired.  This is the best way to write DAX.  If you want to see how I do it, then go back to the article linked above and watch the video.  While I recommend this as the best approach to writing formulas, the reality is that sometimes you will need to go back to a formula you wrote previously and debug that formula.  Maybe it is not working correctly, or maybe you need to enhance it for some reason.  Whatever the reason, today I am sharing with you my technique to debug complex formulas using tool tips.

Read the whole thing.

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Power BI: New Features for Data Analysts

Published 2021-01-26 by Kevin Feasel

Tomaz Kastrun looks at some new functionality in Power BI which might interest data analysts:

Small multiples is a layout of small charts over a grouping variable, aligned side-by-side, sharing common scale, that is scaled to fit all the values (by grouping or categorical variable) on multiple smaller graphs. Analyst should immediately see and tell the difference between the grouping variable (e.g.: city, color, type,…) give a visualized data.

In Python, we know this as trellis plot or FacetGrid (seaborn) or simply subplots (Matplotlib).

In R, this is usually referred to as facets (ggplot2).

Read on for an example of this, as well as two other features, as well as how you might have worked with these ideas in Python and R.

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Handling Fuzzy Match Lookup Failures in Power BI

Published 2021-01-22 by Kevin Feasel

Imke Feldmann continues pulling on a thread:

In a previous article I have described how to use Fuzzy merge to match misspelled data to valid categories. With the sample data at hand, all values could be matched to existing categories. But what can you do if there are some entries that cannot be matched to existing categories?

I would create an “unmatched” value to the categories table before loading to the data model and assign the “unmatched”-value to all unmatched entries. Then I would create a measure that counts the entries within the unmatched category. I would then create a data driven alert, based on this measure. That would trigger an e-mail to the person responsible for maintaining the list. Or, if responsibilities are a bit more complex, trigger a flow in Power Automate that could handle certain conditions to be followed as well.

Click through to see it in action.

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