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Category: Power BI

Conditional Formatting via Power BI Visual Calculation

Marco Russo and Alberto Ferrari talk highlighting:

However, visual calculations are incredibly convenient when it comes to calculations that are specifically tied to a visual. Let us face it: every semantic model contains measures with intricate ISINSCOPEHASONEVALUE, and SELECTEDVALUE function calls whose only goal is to determine the color of a font or the background of a cell. An example of the intricacy of those measures is in one of our most viewed articles here: https://www.sqlbi.com/articles/filtering-the-top-products-alongside-the-other-products-in-power-bi/.

Visual calculations can be used to control conditional formatting starting with the February 2025 version of Power BI. Several small details must be known to use them, but they are definitely worth learning.

Read on to see how it works. Conditional formatting has always seemed to be oddly difficult to do in Power BI. If you were in the happy path for conditional formatting, it’s a few mouse clicks. But if not, then good luck.

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Refreshing Power BI Semantic Model Hidden Tables via Fabric Data Pipelines

Chris Webb digs into the dark underbelly of a semantic model:

Following on from my recent post about refreshing semantic models with Fabric Data Pipelines and the semantic model refresh activity, a few people asked me how to refresh hidden tables because they are not displayed in the Pipeline configuration UI. I got the answer from my colleague Alex Powers (aka reddit celebrity u/itsnotaboutthecell) who kindly allowed me to blog about it.

Click through for the demonstration.

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Custom Visual Dialog Boxes Broken in Power BI Desktop February 2025

Marco Russo has some bad news for us:

As one of the founders of OKVIZ—a company dedicated to producing custom visuals—I have been following the recent developments in Power BI Desktop with particular concern. This issue, however, extends beyond our company and affects many other organizations that rely on custom visuals to enhance their business intelligence solutions. For this reason, I use my blog on SQLBI to reach a larger audience.

Click through for the problem. Marco has an update that Microsoft pledges to have the problem fixed with the March release of Power BI Desktop.

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Searching for Power Query Functions via the Shared Keyword

Reza Rad shares something with us:

As I mentioned earlier in Power BI online book, Power Query is a functional language. Knowing functions is your best helper when you work with a functional language. Fortunately Power Query both in Excel and Power BI can use shared keyword to reveal a document library of all functions. I’ve written about shared keyword almost 2.5 years ago, when it was only an add-in for excel. However I still see people in my webinars who are new with #shared keyword functionality and amazed how helpful this little keyword is. So I decided to explain it with the new Power BI. With the method in this post you can find any function you want easily in Power Query, and you won’t need an internet connection to search in functions.

Click through to see what #shared can do for you.

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Object-Level Security in Power BI Desktop

Nikola Ilic locks things down:

You’ve heard about the Oblect-level security feature in Power BI, but you’ve also heard that you CAN’T configure it directly from the Power BI Desktop? And, that you must use an external tool, such as Tabular Editor, to configure and manage OLS.

Well, this is not the case anymore! With the new TMDL view in Power BI Desktop, you can define Object-level security directly in the Power BI Desktop.

Read on for a tutorial on what it takes to implement object-level security.

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Power BI Semantic Model Monthly Refresh via Fabric Data Pipelines

Chris Webb has another way for scheduling refreshes:

I’m sure you already know how to configure scheduled refresh for your semantic models in Power BI. While the options you have for controlling when refresh takes place are generally good enough – you can configure daily or weekly refreshes and set up to eight times a day for refreshes to take place – there are some scenarios it doesn’t work for, such as monthly refreshes. Up to now the workaround has been to use Power Automate to trigger refreshes (see here for an example) or to call the refresh API from another application. Now, with Fabric, you have a much better option for scheduling refreshes: Data Pipelines.

Click through for the demonstration.

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Aging Accounts Receivable Data in Power BI

Marco Russo and Alberto Ferrari inform us that we owe them money:

The Accounts Receivable (AR) Aging report helps companies track overdue receivables and better manage their cash flow. It is a common requirement from the finance department that often represents a challenge for Power BI reports, especially when you want to show the trend over time. Here is a typical visualization for the Open Amount at the end of each month, colored by the age range of the Accounts Receivable.

Read on for a dive into the report concept and some of the most common issues you may run into.

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Reading Delta Table Metadata in Power Query

Chris Webb gives us the scoop:

There’s a new M function rolling out now that allows you to read metadata from Delta tables (at the time of writing it’s available in Dataflows Gen2 and will be available soon in Desktop). It builds on the DeltaLake.Table M function that allows you to read data from Delta tables and is similar to the Parquet.Metadata function that was released last year. 

Click through for an example of how to use it against a Delta table in OneLake.

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Configuring and Testing Power BI Aggregation Functions

Reza Rad does a bit of configuration:

Aggregation can speed up the performance of DirectQuery sourced tables significantly. To use it, firstly, you need to create an aggregation table. Secondly, you must set up proper storage modes for tables in the model. Finally, you have to configure the aggregation functions, which I will explain in this post. You can learn about aggregation in other posts of this series and continue the example here. If you like to learn more about Power BI, read the Power BI book from Rookie to Rock Star.

Read on to learn more.

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Improving Power Query CSV File Performance with Data Columns

Chris Webb makes things go faster:

A few weeks ago I replied to a question on reddit where someone was experiencing extremely slow performance when importing data from a CSV file using Power Query. The original poster worked out the cause of the problem and the solution themselves: they saw that removing all date columns from their query made their Power Query query much faster and that using the Date.FromText function and specifying the date format solved the problem. While I couldn’t reproduce the extreme slowness that was reported I was able to reproduce a performance difference between the two approaches and Curt Hagenlocher of the Power Query team confirmed that this was expected behaviour.

Read on for the example and explanation.

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