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Category: Power BI

Date Columns and Query Folding in Power BI

Marc Lelijveld discovered a case where transforming a date+time to a date could potentially break query folding:

While working on projects, It is always my goal to keep query folding active as long as possible. Simply because it improves my dataset refresh timings and reduces the load executed on Power BI side.

While working on a project last week, I found something interesting in default Power BI functionality which breaks query folding, but can be avoided by slightly changing the Power Query code yourself or picking another option which results in exactly the same. So, this week a short blog post to make you aware of things which might brake query folding.

Click through for two scenarios, one where a transformation can break query folding and one where query folding is still fine.

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Querying Essbase from Power BI

Kellyn Pot’vin-Gorman shows how to query data from an Oracle Essbase cube in the Oracle Applications Cloud from Power BI:

The OAC environment that Opal gave me access possessed an example schema/data based on an Audio-Video store revenue for multiple years. 

I’d never worked with the OAC before, but I was quickly able to find five methods to connect Power BI to it, either to import or to direct connect to the data:

1. Data Direct makes a Rest API to connect to the Oracle Cloud.
2. Use the web interface with Power BI and “scrape the website”, allowing PBI to build the table from example.
3. Connect with an ODBC driver
4. Via the OAC interface, export to Excel and then import into Power BI
5. Via the OAC interface, export to a table and then import into Power BI as a CSV file.

So, uh, yeah, you can do it. At least five ways.

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DAX Median & 2 Billion+ Rows

Chris Webb has bad news for people with tables holding 2 billion-plus rows in Tabular format:

What’s more, the error will always occur even if you apply a filter to the table that returns less than two billion rows. The same problem occurs with some other functions, such as Percentile(), but it’s worth pointing out that the vast majority of DAX functions work as normal with tables with more than two billion rows – for example, in the pbix file used here the Sum() and CountRows() functions not only work fine but return instantly.

I haven’t seen that many Power BI examples with 2 billion or more rows in a table, but it can be an impediment when trying to use Analysis Services Tabular in cases with enormous amounts of data.

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Power BI: Showing Only Slicers with Data

Kasper de Jonge shows us a few new tricks with Power BI:

As of this month Power BI finally supports filtering slicers down to only show rows that have fact data. Before the only thing you could do to achieve this was some workaround like: I described here where you filter down the dimension using a calc table. The other approach was to use Bi Directional cross filtering which would filter down the dimension table appropriately. This leads to performance issues though.

Now you can use a measure to filter down the slicer. 

Click through for an example as well as a few other tricks you can do as a result.

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Column From Examples in Power Query

Matthew Roche shows off the “column from examples” feature in Power Query:

Here’s the quick overview:

1. In the Power Query editor in Power BI Desktop, choose “Column from Examples” from the “Add Column” tab.
2. Enter the values that the new column should have for rows that are already in your data set.
3. Review the values that Power Query is suggesting for the other rows, and when they are all correct, choose OK, and then say “Ooooooohhhhh” when Power Query does all the work for you.

It’s a little hard to see from Matthew’s image but this is a great feature when you have a regular pattern but don’t want to put together a regular expression yourself.

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When Power BI Publish to Web is the Wrong Choice

Treb Gatte takes us through Publish to Web and the importance of getting the correct licensing for Power BI:

Some folks, either to avoid the need to buy a Microsoft Power BI license or in trying to embed Microsoft Power BI content in an On-Premises site like Microsoft SharePoint 2013, published their content using this function.

The risk is that if the content is on a page that gets indexed by a major search engine, like Google, the embed code will likely live in Google’s index forever. Then anyone can search for your data.

Read on to see the right way to do this. Treb also notes that there are good use cases for Publish to Web; you just have to make sure yours is one of them.

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Pre-Filtering Power BI Slicers

Matt Allington takes us through a new feature in Power BI:

Now back to the point of this post.  As of June 2019, it is possible to pre-filter slicers as well.  It may seem weird, but this previously wasn’t possible – it seemed weird to me, anyway.  This is now fixed and it is possible to use the side filter pane in the same way as other visuals.  I can think of quite a few useful scenarios, including:
– Hiding the dreaded (Blank) in a slicer.  [Actually, please don’t do that, but instead fix your data model].
– Filtering out items not relevant (eg category managers may only want to see their own products)
– Hiding items with no sales

Read on for a few examples of how to use this.

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Self-Documenting Power BI Apps

Matthew Roche wants to build self-documenting Power BI applications:

Power BI is constantly evolving – there’s a new version of Power BI Desktop every month, and the Power BI service is updated every week. Many of the new capabilities in Power BI represent gradual refinements, but some are significant enough to make you rethink how you your organization uses Power BI.

The new app navigation capabilities introduced last month to Power BI probably fall into the former category. But even though they’re a refinement of what the Power BI service has always had, they can still make your apps significantly better. Specifically, these new capabilities can be used to add documentation and training materials directly to the app experience, while keeping that content in its current location.

Click through for an explanation.

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Multi-Level Unpivoting with Power Query

Teo Lachev shows us how you can unpivot multiple columns in Excel using Power Query:

The user wants to unpivot the data by rotating the three header rows (Scenario Type, Month, and Year) from columns to rows. The issue is that the headers span three rows. If you just select these columns and unpivot, you’ll end up with a mess. And Power Query operates on row at the time so you can’t reference previous rows, such as to concatenate Scenario, Month, and Year. We can do the concatenation in Excel so we have one row with column headers, such as Actuals-Jan-2018, Actuals-Feb-2018, and so on, which we can easily unpivot in Power Query. But if we can’t or don’t want to modify the Excel file, such as to avoid the same steps every time a new file comes in?

Click through for a sample file which shows how you can do this.

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Building a Power BI Accordion Filter

David Eldersveld builds out a Power BI accordion filter:

The Power BI custom accordion relies on Bookmarks and Buttons as key elements. I’ve only created two categories in my accordion. I’ll be honest–it’s probably more work than it’s worth to keep track of different buttons due to positions as well as what’s visible or hidden for each bookmark. The thought of expanding to three categories is a bit daunting. Why is that?

Read on to see why (hint: combinatorial explosion).

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