Press "Enter" to skip to content

Category: Power BI

Using The Squint Test

Meagan Longoria gives us the squint test:

While you can definitely perform the Squint Test on your report within Power BI Desktop, I recommend also testing in a browser once the report is deployed to PowerBI.com or to the Power BI Report Server portal since colors and objects may be slightly different there.

The Squint Test is also used in web page design, so web developers have made tools to aid them in this check. While just squinting at the page is perfectly sufficient, using a browser extension or another tool allows you to easily share your findings with others. In the Chrome Browser, there is a free extension called The Squint Test. This extension places an eye icon near the top right of the browser window. Clicking the icon provides a slider that allows you to increase or decrease the amount of blur applied to the page.

Meagan also has an example of applying this test and picks a dashboard where she can make some improvements, so check it out.

Comments closed

Running R Scripts In Power BI

Mark Vaillancourt shows how to run an R script inside Power BI Desktop:

All of the options I will show require you to have R installed on your machine. I am using R version 3.4.3 I got here as well as R Studio (an IDE: Integrated Scripting Environment) version 1.1.383 I obtained here. You can also use Microsoft R Open, which you can get here. All are free. I am choosing base R and R Studio because I want to play with/show the use of non-Microsoft tools in conjunction with Microsoft tools. I am using 2.53.4954.481 64-bit (December 2017) of Power BI Desktop. Note that things could look/behave differently in other version of Power BI Desktop.

For this post, I am using a well-known dataset known as the Iris dataset, which you can read about here. I downloaded the zip file from here to obtain a csv file of the data set for one of my examples. The Iris dataset is also included in the “datasets” package in R Studio, which I will use as well.

Note: A key R concept to understand is that of a data frame, which is essentially just data in a tabular format. In a data frame, the “columns” are actually called “variables.”

Once you have R and an R IDE installed, Power BI Desktop will detect them. You can see this in the Power BI Desktop Options.

Mark shows you step by step using some snazzy SnagIt imagery.

Comments closed

Power BI Dashboard Sharing

Reza Rad covers one method of sharing Power BI content with users:

What dashboard sharing as the name of it explains is based on a dashboard. You can only share a dashboard with this method, not a report. Consider that you have a dashboard like below screenshot, and you want to share it. There is a share link at the top right corner of the dashboard.

Dashboard sharing have very few options to set and is very simple to configure. You just need to add the email address of people whom you want to share this report. You can also write a message for them to know that this report is shared with them.

Click through for more information.  Note that this is a paid feature.

Comments closed

Selecting Specific Characters In M

Chris Webb points out a new function in Power BI:

It’s very easy to use: the first parameter takes a text value, the second parameter takes either a text value containing a single text value or a list of single characters, and it returns the text from the first parameter minus all characters that are not in the second parameter. For example, the expression:

Text.Select("Hello", "l")

…returns the text value “ll”

Click through to see an example of how you can use this to filter out punctuation and other unwanted characters.

Comments closed

The Power BI Gateway

Reza Rad explains how the Power BI gateway works:

You don’t need a gateway in all scenarios. Only if the data source is located on-premises, you need a gateway. For online or cloud-based data sources, no gateway is required. For example; if you are getting data from CRM Online, you don’t need a gateway. However, if you are getting data from SQL Server database located on your local domain server, then you need a gateway. For Azure SQL DB you don’t need a gateway. However, a SQL Server database located on Azure Virtual Machine is considered as on-premises and needs gateway.

This post could not have come at a better time for me, so I’m definitely happy to see it.

Comments closed

Using List.Accumulate

Reza Rad shows off a Power Query function which is not available in the UI:

List.Accumulate is a function that can easily save a number of steps in your Power Query transformations, instead of applying multiple steps, you can simply use List.Accumulate to overcome what you want. List.Accumulate function loops through the list and accumulate a value as a result. This function needs usually three parameters; the list itself, seed, and accumulator. Here are parameters explained in details;

best way to learn about seed and accumulator is through some examples, let’s apply some transformations with List.Accumulate and see how these two parameters are working.

Read on to see how to use it.

Comments closed

Aggregating Data Migration Assistant Assessments

Dustin Ryan has put together a Power BI template to collate results for a number of Azure Data Migration Assistant assessments:

Recently a customer reached out to me to help with the challenging task of understanding the assessment results of 61 SQL environments including over 500 databases  being considered for migrating to Azure SQL Database. Now there is already a great solution that exists for aggregating DMA assessment exports but it only works for assessment exports in .JSON format. The existing solution also requires that the assessment results be written to a SQL Server database.

So I built a solution that uses Power BI to parse the DMA assessment exports (.CSV format) and aggregate the data so it can be more effectively browsed and understood in a report.

Click through for a link to download that template, as well as additional resources.

Comments closed

Keeping Report Decks Consistent

Tristan Robinson has tips for keeping your Power BI Enterprise report decks looking consistent and nice:

The next consideration is around the number of objects on a report – keep it simple.  Avoid building a giant monolithic report, the more objects you use, the slower the report will perform on PBI service, iPad’s and even to develop.  This is especially true for tables/matrices which will each need to fire off separate DAX queries to return the data elements. Too many objects also has knock on effects for exporting to PowerPoint as objects will overlap with one another more which may not be as much of a case within PBI service but will affect other apps. You can use the selection pane (in the view tab) so move objects above/below one another which will bring forward/push back the elements.

This is advice tailored toward Power BI in particular, but much of it also applies in general.

Comments closed