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Category: Power BI

Play Axis Custom Visual

Devin Knight continues his Power BI custom visuals series:

In this module you will learn how to use the Play Axis Power BI Custom Visual.  The Play Axis visual works like a dynamic slicer that animates your other report visuals without needing to click every time you want to change your filter value.

This is a valuable custom visual when dealing with time series data, but as Devin shows, you can iterate through other sets, like a set of employee names.

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Building A Concatenated Tooltip In Power BI

Devin Knight has started a new series, walking through problems his clients have faced implementing Power BI solutions.  In this edition, Devin wants to build a comma-delimited list to display on a tooltip:

This works perfectly for Stock because it automatically summarizes the value but, you’ll notice above that the tooltip for Subcategory has an interesting behavior. Rather than displaying the list of the values in Subcategory it actually just show the very first value. This happens because the Tooltip field requires that any column used in it be able to aggregate or roll up the values into what’s shown on the chart. Since Subcategory is just a text field Power BI automatically applies the FIRST function to return back the first value that appears. You could optionally change this from FIRST to either LAST, COUNT, or COUNTDISTINCT.

So the real problem I want to solve here is rather than only showing the first subcategory how do I list all the subcategories in a comma separated list in the tooltip? Let’s walk through a couple possible designs to this solution.

Read on for two different designs, including the code to implement the solutions.

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Installing Power BI Report Server

Adam Saxton has a video showing how to install and configure Power BI Report Server:

In this video, I look at how to install and configure the May 2017 Preview of Power BI Report Server. Power BI Report Server has a new standalone install experience and this product allows for Power BI reports to be rendered in the web portal along with paginated reports.

This will get you started with the new version.

I was really excited about this preview until I realized that, for now, it only works for Analysis Services data sources.

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Reusing Power BI Datasets

Melissa Coates shows a few ways to reduce the number of redundant Power BI datasets in an environment:

To reuse an imported dataset, there are three options I’m aware of:

  1. Report in the Power BI Service. This refers to using the web interface for creating a new report separate from the original PBIX file.

  2. Analyze In Excel. This refers to creating an Excel report and can currently be used by anyone with read or edit access to the dataset. Hence, very useful for self-service BI purposes.

  3. Power BI Service Live Connection. This refers to creating a Power BI Desktop report. This option can currently only be used by people with edit permissions on the dataset (so not appropriate for broad self-service BI reporting at this time).

Click through for a detailed demonstration of each.

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An Introduction To “Modern Excel”

Rob Collie explains how he talks about “Modern Excel,” by which he means DAX + Power Query/Power Pivot:

So the magic of Power Query is instantly apparent and tangible to basically any Excel Pro.  They can immediately see how PQ will save them oodles of time and anguish.

The benefits of DAX and relationships, by contrast, are less readily-apparent on first glance.  Portable/re-useable formulas that enable rapid iteration, the answering of “emergent” questions in near real-time, as well as a “subdivide and segment” capability?  Or how about multi-data-table capabilities that provide an integrated and convenient view across many different sources of formerly-siloed data?  These concepts are simply alien to the longtime Excel user, even though they are MONSTERS in terms of their biz value (as well as time-savers and anguish-reducers).  None of the impact “lands” up front because it can’t adequately be contemplated until you’ve started DOING it.

Rob’s looking at this from the standpoint of an educator helping train people with Excel expertise.

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Dealing With 404 Errors In Power BI Query Editor

Callum Green shows how to deal with a scenario when you try to retrieve data for a particular row but get a 404 error:

The error message is a little misleading but let’s save the debugging debate for another day. The key observation is “Guildford” data is not available, simply because it comes after “Camberley” in the list. Whilst we want to see errors in a Query, we do not want them causing data loss.

Resolution

As I mentioned at the beginning of this article, using the Remove Errors function would prevent the loss of Guildford data. However, the user needs to handle errors as Unknown Members and conform to a typical Kimball Data Warehouse.

I am sure there are many ways to fulfil the requirement, but here is how I approached it:

Read on for the resolution.

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Power BI Free Is The Problem

Matt Allington shares his thoughts on the recent Power BI licensing changes:

I think the existence of the Power BI Free product has been the root of the problem here.  The fact that you could do so much for free (including some sharing) really muddied the waters and has taken the focus away from acknowledging that there needs to be a two tier pricing model for users (free is not a pricing tier). Microsoft is addressing one part of the problem by making it clear that Power BI Free is for personal (non sharing) use. However it has not addressed the second part of the problem being the need for a lower priced offering for users that just consume data in a way I would describe as “low involvement”. Microsoft has taken away the “proxy for a low priced sharing tier” without providing a genuine low priced replacement – this had just made the situation worse, not better and it has upset a lot of people.  Power BI Free has been a great product to “try before you buy” but unfortunately its existence prevented Microsoft from realising it was missing a price tier for 2 years!  Power BI Free for personal use (no sharing) is an incredibly generous offering from Microsoft.  It is a shame that it will need a backlash to fill the real gap – a lower priced tier.

Check out the comments as well.  I think Matt has a good point, and my guess is that the Power BI team will make it easier for small to medium sized businesses to use Power BI, but they first wanted to focus on the problem with big customers.

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No More Sharing With Power BI Free

Ginger Grant explains an important ramification of the recent Power BI licensing changes:

Included in the recent list of announcements Microsoft made about Power BI Local and Power BI Premium are a series of changes to the Power BI Free version which will go into effect on June 1. The free edition of Power BI will no longer be able to share reports. Currently free users could create reports and share them with others, which will be discontinued.  Only Power BI Pro Editions will be able to share reports.  Currently Power BI Pro users can create reports which can be shared with Free versions as long as no Pro features are used.  This means that if a Power BI report is set to automatically refresh the data, that report cannot be shared as Free versions do not have the ability to create reports which have data refreshed automatically. If the report was recreated to remove the automatic updates and instead refreshed manually, then the report could be shared with Free versions.  Starting June 1, the sharing feature will be removed. No longer can Power BI Pro users share anything to Power BI Free users.  If you have a Power BI Free account, there is no way to share information in the service. The Power BI Desktop will continue to be free but since you cannot print the content within it and sharing a PBIX file means that you will always be sharing the entire data model, this is of limited value.

Read the whole thing.

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Build Your Own Power BI App

Reza Rad shows how to build a Power BI app:

Till now there were about 6 methods of sharing content in Power BI, including:

I have written about some of these already (follow links above), and will write about the rest soon. Yesterday, Microsoft announced preview version of Power BI Apps, which is a new method of sharing. This is an enhancement version of two methods previously: Work spaces, and Content Packs together!

Read on for a step-by-step guide.

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