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Category: Power BI

An Analysis Of The Utility Of Power BI Report Server

Published 2017-09-20 by Kevin Feasel

Meagan Longoria has an after-action report of a proof of concept using Power BI Report Server:

In addition to managing to versions of Power BI Desktop, I also found myself mentally managing two sets of features. I was constantly asking myself “Can I do that in Power BI Report Server?”. Some of that is because PBI Desktop for Report Server is on a quarterly release cycle rather than monthly, so I had to remember if a feature I wanted to use was new (or in preview) and therefore not available in this version. The other part is trying to remember what you can and cannot do with a Live Connection. For example, you can make report measures, but you can’t use ad hoc grouping and binning.

We had several scenarios where users wanted to be able to group fields in multiple ways that changed somewhat frequently. Since we couldn’t use grouping and binning in Power BI Desktop to accomplish this, we set up an Excel data source in the SSAS Tabular model, and allowed users to change the groups there and refresh the Tabular model when finished. This could get rather unwieldy if you had lots of users who needed this kind of flexibility.

Ultimately, the customer considered it a success.  Read on for more details.

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Reporting Services Versus Power BI Report Server

Published 2017-09-19 by Kevin Feasel

John White compares and contrasts SQL Server Reporting Services versus Power BI Report Server:

Power BI Report Server (PBIRS) was first introduced in May 2017. Based on SQL Server Reporting Services (SSRS), it brings the ability to work with Power BI reports completely on premises in addition to all the other capabilities of SSRS. Given this, it would be reasonable to conclude that PBIRS was the next version of, or a replacement for SSRS, but that is not the case. I have heard people state that SSRS is “going away”, but this is simply not the case. SSRS is still a core part of the Microsoft BI stack. So, what are the differences between the two platforms? The differences boil down to features, licensing, and update cadence.

If you’re in the BI/report writing space, you will want to read the whole thing.

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Polar Charts In Power BI With R

Published 2017-09-19 by Kevin Feasel

Leila Etaati shows how to build a polar chart in Power BI using an R component:

I just add a layer to the above furmula “coord_polar()” this function also has been used for creating pie charts. it gets the “theta” variable, in below example I put theta=y axis, so we have below charts

Normally I don’t much like this type of polar chart, though I’m a big fan of radar charts, which follow a similar concept.

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Adding Public Holidays To A Date Dimension

Published 2017-09-18 by Kevin Feasel

Reza Rad continues his series on Power BI date dimensions:

To get public holidays live, you first need an API that is giving you up-to-date information. There are some web pages that has the list of public holidays. I have already explained in another blog post how to use a web page and query public holidays from there. That method uses custom functions as well, here you can read about that.

The method of reading data from a web page has an issue already; Web.Page function from Power Query is used to pull data from that page, and this function needs a gateway configuration to work. There is another function Xml.Document that can work even without the gateway. So because of this reason, we’ll use Xml.Document and get data from an API that provides the result set as XML.

WebCal.fi is a great free website with calendars for 36 countries which I do recommend for this example. This website, provides the calendars through XML format. There are other websites that give you the calendar details through a paid subscription. However, this website is a great free one which can be used for this example. WebCal.fi is created by User Point Inc.

This was an interesting approach to the problem, one I did not expect when first reading the article.  I figured it’d be some sort of date calculation script.

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Power BI Drillthrough

Published 2017-09-12 by Kevin Feasel

Reid Havens shows how to use the new drillthrough functionality in Power BI:

Report Drill Through enables users to create a report page, filtered to a single entity (E.g. Customer, Employee, Store, Product). Reports often have a summary landing page where there might be a lot of information, but not much detail about a specific item. Traditionally in Power BI we’d create a separate reporting page for further detail breakouts on an entity. However, that would require it’s own set of SLICERS that you would have to re-select if you wanted it to mirror the reporting page you were coming from…that’s too many clicks!

Selecting an item in Drill Through in a table from one reporting page will take you to another page, FILTERED to the entity you selected!This feature essentially let’s us create detail sub-pages that are linked to whatever primary reporting page the report uses. Features like this have been available for YEARS in Excel using linked cells, I’m super happy we finally have this as a feature in Power BI Desktop. It only takes a few steps to setup, but I’ll leave the instructions for that over at the Power BI September release page. With that said, let me run you quickly through how this looks like in a sample report.

Click through for an example, showing how useful drillthrough can be.

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Fiscal Year Columns In A Power BI Date Dimension

Published 2017-09-11 by Kevin Feasel

Reza Rad takes a date dimension in Power BI and adds fiscal year details:

As you can see in the image above; June 2017 considered as fiscal year 2017. However, July 2017 is part of fiscal year 2018. So the simple logic can be like this:

if (calendar month >= fiscal year start)

then fiscal year = calendar year

else fiscal year = calendar year + 1

This code is pseudo code. don’t write that exactly in M! Let’s now implement it in M;

If you have to deal with multiple fiscal years (e.g., state and federal government fiscal years), the process is the same, only repeated.

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DAX Is Still Important

Published 2017-09-11 by Kevin Feasel

Reid Havens explains why he teaches DAX in his Power BI courses:

The Check Formula button is an easily overlooked feature. However, before I hit ok and save my DAX Measure I ALWAYS press this button first! But what exactly does this button do? Well it’s checking your DAX syntax and making sure everything is written correctly. Now you COULD simply hit OK after writing your DAX and see if it errors, this is true. However when doing that your data model is actually attempting to calculate the DAX measure in the background as well. Not a big deal with a few thousand rows, but if you’re working with a model that has millions of rows then that could take a long time for it to calculate, and then error!

The smart thing to do is to check your DAX syntax using the Check Formula button BEFORE hitting ok. Checking your DAX syntax doesn’t run your calculation and returns a rewarding No errors in formula output if everything was written correctly. Such a simple thing that can save you SO MUCH TIME! I highly recommend as a best practice to always use this before hitting ok and saving your measures, you’ll thank me later.

It makes for interesting reading.

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Chart Style Controls

Published 2017-09-11 by Kevin Feasel

Wolfgang Strasser shows off a new feature in Power BI:

The theme documentation provides a list of available visual names, cardNames and property names.

At this point some further explanation is needed for the hierarchy within the theme definition:

  • visualName corresponds to available PBI visuals like treeMap, card, columnChart,…

  • styleName (as of today I am not sure whereto this corresponds to PBI Desktop language.. :-)) maybe someone can further explain this to me

  • cardName corresponds to the formatting card/option within Power BI Desktop. Attention here: the name in the theme JSON file is defined different than the User Interface name + do not forget case-sensitivity! (i.e.  general => General; categoryAxis => X-Axis, valueAxis => Y-Axis, ..). See the documentation for the rest of the mapping.

This is good news if it makes it easier for developers to write CVD-friendly reports.

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Sentiment Analysis In Power BI

Published 2017-09-07 by Kevin Feasel

Chris Webb has a new Power BI custom data connector:

I’m pleased to announce that I’ve published my first Power BI custom data connector on GitHub here:

https://github.com/cwebbbi/PowerBITextAnalytics

Basically, it acts as a wrapper for the Microsoft Cognitive Services Text Analytics API and  makes it extremely easy to do language detection, sentiment analysis and to extract key phrases from text when you are loading data into Power BI.

Read the whole thing, as Chris has a great demo of it.

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