Press "Enter" to skip to content

Category: Power BI

Cross-Highlighting Power BI Charts

Marco Russo and Alberto Ferrari aren’t satisfied with a single date:

The best practice when we have multiple dates is to create a single, shared Date table and to connect it to all the date columns with different relationships. When a table has more than one date column, only one relationship can be active while the other relationships are inactive. In our sample model, the Date table connects both Sales[Order Date] and Sales[Delivery Date] with two relationships: one is active (with Order Date) and one is inactive (with Delivery Date).

Read on for a couple of options and what they mean for your visuals.

Comments closed

Auto-Aggregation on Dimension Tables: Gone

Matt Allington made the Power BI world a slightly better place:

Have you ever loaded a calendar table with lots of numeric columns (such as Year, Month Number, etc), loaded it into Power BI, and then had to manually go an turn off the default aggregation on these columns?  If you build Power BI reports, then I bet you have done this more than once. Jeffrey’s idea was that Power BI should be smart enough to detect a dimension table (one side of the relationship) and to disable these default aggregations.  There’s nothing worse than adding a Year column to a table and having Power BI add the years together. If I add a year to a table, I want to slice and dice, not SUM the years.

Matt added a request and see where that gets you.

Comments closed

Creating Power BI Scorecards from Excel

Imke Feldmann has a goal:

I like Power BI scorecards a lot, as they give a really nice interface and look to your and your teams goals. However, entering all goals manually can become a bit tedious, especially if you have your goals already sitting in an Excel file. This is often the case for example with Budget figures. In this article I will share a method using Power Automate to create a scorecard automatically from an Excel file using standard Power Automate connectors. Please note that these connectors are still a bit limited, so connections to Power BI reports for example cannot be created currently.

Click through to see how.

Comments closed

Live Connection vs DirectQuery in Power BI

Chris Webb disambiguates a couple of terms:

It’s very easy to get confused between a Live connections and DirectQuery mode in Power BI: the customers I work with frequently get them mixed up, partly because they are similar concepts, partly because other BI tools use the term “live connection” to refer to what Power BI calls DirectQuery mode. In this post I will explain the differences between these two terms.

Read on for that explanation.

Comments closed

Reading Delta Tables from Power BI via Synapse Serverless

Dan English is up for a data lake change:

In this post I just wanted to show the ability to use the Delta Lake format that is very common now with Power BI. I will go over a quick example of creating the files to reference, building a view to use with Power BI, and then querying the data in Power BI.

In my Synapse Workspace I created a Linked service connection to an Azure SQL Database that has the AdventureWorksLT database loaded which is the sample database you can create when you first create a SQL instance in Azure and here is a walkthrough link and see the Additional settings section.

Dan shows how to create the lake files in delta format via Synapse pipeline and then how to query the data from there.

Comments closed

Tracking Power BI Desktop Activity in SQL Server

Chris Webb looks in on things:

Something I do all the time when performance tuning Power BI is use SQL Server Profiler to monitor query and refresh activity. There’s a handy external tool that lets you open up Profiler with a connection to Power BI Desktop; if you’re using Power BI Premium you can also connect Profiler up to a published dataset using the XMLA Endpoint. Profiler is a bit old-school though and likely to lead to snarky comments from SQL Server DBAs (it’s not deprecated for Analysis Services though!) who’ll say you should be using Extended Events (aka xEvents) instead. And guess what – did you know you can use Analysis Services xEvents to monitor activity in Power BI Desktop?

It’s the power of Extended Events.

Comments closed

Incremental Refresh in Power BI

Reza Rad doesn’t have time to wait for a full dataset reload:

The default configuration for the Power BI dataset is to wipe out the entire data and reload it again. This can be a long process if you have a big dataset. Hybrid tables in Power BI keep part of the data in DirectQuery, and the rest is imported for data freshness and performance. In this article, I explain how you can set up an incremental refresh in Power BI and its requirements. You will also learn about Hybrid tables in Power BI. Incremental Refresh is not just in Power BI datasets but also in Dataflows and Datamarts. In this article, you learn to load only part of the changed data instead of loading the entire data each time. To learn more about Power BI, read the Power BI book from Rookie to Rock Star.

Click through for the article.

Comments closed

Streaming Datasets in Power BI

Reza Rad needs data in real time:

Datasets in Power BI can have connection types such as Import, DirectQuery or Live Connection. However, there is also one specific type of dataset which is different. This type of dataset is called Streaming Dataset. A streaming dataset is for a real-time dashboard and comes with various setups and configurations. In this video and article, we’ll talk about this type of dataset.

Reza includes a video as well as a very helpful walkthrough.

Comments closed

Calculating Compound Interest in Power BI

Koen Verbeeck does the math:

Recently I had an interesting use case where I had to a compound calculation in Power BI. You can compound an interest rate for example, where you get a certain rate on your savings. Let’s say 1% (which is at the time of writing ridiculously high, but bear with me). After 1 year, you get 1% interest on your money. If you leave that (small) amount of money on your savings account, you’ll get 1% after another year on the original amount + the interest amount of the previous year. This means you’re money grows exponentially (sounds more exciting than it is in reality).

Read on for an example of creating what-if parameters around compound interest rates.

Comments closed