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Category: Power BI

Creating Custom Visuals in Power BI with DAX

Published 2024-09-24 by Kevin Feasel

Kurt Buhler shows one way to customize Power BI visuals:

When creating reports in Power BI, you regularly come across scenarios where you want to show data in a certain way that is not straightforward in the standard “core visuals”. Sometimes, the visualization needs to reflect particularities about an organization’s business processes or its data. Other times, you simply want a more creative design to visualize the data in the most effective way. In this article, we discuss what to do in these scenarios, describing one method where you can make custom visualizations by using a single DAX measure, and the caveats and limitations of this particular approach.

In this article, our objective is to produce a matrix visual with the Timeline SVG, like in the following diagram.

Read on for several methods to handle when Power BI doesn’t do something out of the box, and a focus on creating a custom visual via DAX measure with an SVG. But do read the whole thing, as Kurt explains why this isn’t necessarily a great method.

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Connecting to Power BI as a Guest User

Published 2024-09-20 by Kevin Feasel

Koen Verbeeck can only enter a tenant with explicit permission:

Sometimes your Microsoft Entra ID account (formerly known as Azure Active Directory) is added as a guest user in another tenant. This happens quite a lot when you’re a consultant and your client can’t create a new user in their own tenant, so they add the account of your own company as a guest instead. If you’re not a consultant, it can also happen after a merger or acquisition and you’re suddenly stuck with multiple tenants.

Yeah, this is a real annoyance with Microsoft Fabric / Power BI. Koen links to a 5-year-old feature request that I recommend upvoting.

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Page Navigation in Power BI

Published 2024-09-20 by Kevin Feasel

Nikil Prabhakar turns the page:

Navigating between pages in Power BI reports is a critical aspect of creating a smooth and interactive user experience. Over time, Power BI has introduced several ways to implement page navigation, each with its own benefits and challenges. In this article, we’ll explore three different methods of page navigation and their use cases:

  1. Button Navigation
  2. Page Navigator
  3. Slicer and Button Combination

Read on for those three mechanisms. There’s also a video taking you through the process.

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A Quick Reference Guide for Power BI

Published 2024-09-19 by Kevin Feasel

Hristo Hristov tabulates:

I need a structured reference guide to help me get started or expand on my Power BI knowledge. I want to be able to bookmark a resource and use it daily when needed as I build my data sets, reports, and dashboards. Can you please enumerate some common and helpful resources as a Power BI Quick Reference guide?

Click through for plenty of links to prior MSSQLTips articles.

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Syncing Slicers in Power BI without Bi-Directional Relationships

Published 2024-09-18 by Kevin Feasel

Marc Lelijveld avoids the dreaded bi-directional relationship:

Have you ever wanted to sync two slicers on a report page? Even when both slicers are coming from different dimensions? A lot of users end up setting the relationships to bi-directional (both) which has huge side effects! You may up with a ambiguous data model, over filtering fact tables and wrong results. Also, there is a very likely performance impact to this solution.

But actually, to make the slicers sync, you don’t have to change the relationships! In this blog I will show you how you can sync two (or more) slicers on a report page without changing the relationships or the semantic model!

Read on to learn how.

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Finding the SQL Power BI DirectQuery Mode Generates

Published 2024-09-16 by Kevin Feasel

Chris Webb finds a way:

If you’re performance tuning a DirectQuery mode semantic model in Power BI, one of the first things you’ll want to do is look at the SQL that Power BI is generating. That’s easy if you have permissions to monitor your source database but if you don’t, it can be quite difficult to do so from Power BI. I explained the options for getting the SQL generated in DirectQuery mode and why it’s so complicated in a presentation here, but I’ve recently found a new way of doing this in Power BI Desktop (but not the Service) that works for some M-based connectors, for example Snowflake.

Click through for the solution.

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Migrating Power BI Dataflows from Gen1 to Gen2

Published 2024-09-12 by Kevin Feasel

Reza Rad talks migration:

Unfortunately, there isn’t a migration tool to convert your Power BI dataflow (gen1) to Microsoft Fabric dataflow (gen2). If you have Fabric capacity licenses, it just makes sense to do that migration because Dataflow Gen2 gives you data destinations into four destinations, which we don’t have in Dataflow Gen1. However, converting Gen1 to Gen2 isn’t that complicated. The process is explained in this blog and video.

Click through for the blog post and the video.

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Myths and Reality of Copilot for Power BI

Published 2024-09-11 by Kevin Feasel

Kurt Buhler puts together an essay:

However, recent months reveal rising skepticism, concern and possibly even disillusionment with generative AI tools, both from investors (especially from investors) and from the public. Despite the massive investment, enthusiasm, and promotion, these tools seem to be seeing limited adoption and aren’t yet showing the measurable value that fulfills their promises. And yet, paradoxically, many professionals will agree anecdotally that they use generative AI tools regularly, and that these tools seem to help them be more productive in certain tasks. Furthermore, there are concrete success stories where generative AI is bringing value, such as the models like the latest versions of Alphafold (from Google) and ESMfold (from Meta) that aid in protein folding for pharmaceutical companies more effectively find potential new drug candidates. So, who are these tools for, what problems do they solve, and how can we use them effectively? This is too big of a topic for even Bink and Bonk the Data Goblins to solve, so let’s narrow the focus, a bit.

This is a must-read, and Kurt even provides a de-goblinified PDF version for management.

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Reading Always Encrypted Data in Power BI

Published 2024-09-11 by Kevin Feasel

Rod Edwards wants to make use of encrypted data:

This is where things start to get a little more interesting compared to Pt1, as now we have a different application in the mix for reading the data. So how can that application retrieve the key needed to successfully decrypt?

Read on to see how it all works. There are a lot of working parts here, though some of it pertains to using an on-premises gateway versus Always Encrypted as such, so you get even more bang for your buck.

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Displaying Dates without Data in Power BI

Published 2024-08-29 by Kevin Feasel

Alon Ohayon looks for the missing month:

When you’re using Power BI, you probably create line charts that show data by month pretty often. It usually works great, but what happens if some months don’t have any data?

By default, Power BI just skips those months in the chart. That might seem okay, but it can actually be misleading—especially if you’re looking for trends over time, including the months with no activity.

Alon shows us an example of how to do this in DAX and that works. But if you can solve this at the data layer, such as when querying from a SQL Server, that’s even better. This happens to be one of the good uses of a calendar table: giving you a complete set of months (or whatever time period you want) that you can then use to left join to your data, returning either a data point with a value, or a NULL that you can coalesce with 0 to ensure that you have a result for each month.

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