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Category: Power BI

Customized Per-User Default Values in Power BI

Marco Russo and Alberto Ferrari lay out a challenge:

Tabular offers the built-in feature of hiding rows of data from specific users. For example, you can create a set of security rules to let a store manager see only the sales of their store. This works fine if your goal is to secure data, which means preventing access to data that a user is not expected to see.

Another common requirement is to be able to select by default, for a store manager, their sales. With that said, store managers can see the data of other stores, but they need to explicitly request it. In other words: by default, the store manager sees the sales of their store only. By using a slicer, they can choose a different combination of stores.

Read on for the solution, but be sure to read the warnings Marco and Alberto include near the end of the article.

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Naming Worksheets in Power BI Paginated Report Excel Outputs

Paul Turley answers a question:

This question comes up every few years in SQL Server Reporting Services. Of course, in Power BI Paginated Reports, we have the same features. A couple of days ago, Karthik posted this question as a comment to my post titled Chapter 7 – Advanced Report Design:

I am working on a SSRS report where the grouping is done to group the records in to multiple tabs/worksheets. When the report is exported to excel, the worksheets has the default name (Sheet1, Sheet2, Sheet3,…). Here I want to override the default worksheet name with (Tab1, Tab2, Tab3, …). The number of tabs/worksheets varies each time depending on the parameter selection by the user. How to address this? any suggestions please.

Click through for the answer.

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Power BI Report Server and Query Authentication

Emanuele Meazzo shows us the power of configuration:

With the end of the IE support for Power Bi (and in general tbh), companies are scrambling finally to move their users from the legacy browser to modern ones; it was about time if you ask me.
However, there’s an edge case where using anything but IE is not as straightforward as it could be; in my case Power Bi RS worked fine for any report in any browser, except with direct query reports that were set up to authenticate via Windows Authentication as the user viewing the report:

Read on to see how to fix this so that it works well in browsers like Edge and Chrome.

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Filtering Power BI Slicers Based on Other Slicers

Matt Allington answers a question:

This is a follow up article from my last blog post where I demonstrated how easy it is to use two slicers to compare any two items. In the demo in my article, I specifically showed how you could compare any 2 years of choice, but the principle applies to any two products, any two customers, or any two of anything. At the bottom of that article, there was a comment from Artur asking if there was a way to limit the choices in the comparison slicer to exclude the item selected in the first slicer. E.g.

If I select Year = 2016 in slicer 1 below, then I don’t want to see Year = 2016 in the comparison slicer 2 below.  I thought that was a great question/suggestion and hence that is the topic for today.

Click through for the video in which Matt answers the question.

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Age Calculations in Power BI

Meagan Longoria wants to calculate age:

In week 26 of Workout Wednesday for Power BI, I asked people to calculate the age of Nobel laureates at the time they received the award. I provided some logic, but I didn’t prescribe how to create the age calculation. This inspired a couple of questions and a round of data validation as calculating age may be trickier than you think. In this post, I’ll explore some of the ways people have calculated age in Power BI and the edge cases where those calculations may not work.

In my solution video for Workout Wednesday, I used Power Query to calculate age. This was inspired by several blog posts and videos I had seen previously.

This turns out to be a much trickier problem than it first appears.

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The First Partition in a Power BI Dataset Refresh

Chris Webb wants to figure out why the first partition is so special:

It’s a visualisation from a report created by my colleague Phil Seamark (as detailed in this blog post) showing how long all the partitions in a dataset take to refresh. If you look at these visualisations you’ll probably ask the same question I did: why does the first partition always start before the others?

Click through for the answer.

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The Power BI Adoption Roadmap

Melissa Coates has a new document:

For the most part it’s targeted to orgs who have Power BI deployed to a certain extent, yet know there’s room for improvement. We focus mostly on the harder things that are more difficult to manage than the technology itself.

Although I did the writing and diagram creation, I did so with Matthew Roche’s direction, advice, and guidance. That man is a wealth of knowledge. If you’re reading this post, then you’re probably familiar with his series on building a data culture. If you haven’t reviewed that series thoroughly, please do. You’ll recognize a lot of common themes from his content in this new adoption roadmap.

Click through for some Q&A and information on where you can get the roadmap.

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Migrating Historical Data from Azure Analysis Services to Power BI Premium Per User

Gilbert Quevauvilliers continues a series on moving to Power BI Premium Per User:

In this blog post I am looking at how to load or reload historical data in AAS and PPU and compare the differences.

It should already be noted that I am only going to compare tables where I have partitions created and enabled. The reason being for dimension tables it is typically quick and easy to reload the data by re-processing the data for the table.

Read on for the details.

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Power BI Report Iconography

Joe Billingham brings in the Unicode characters:

There are 143,859 Unicode characters available, everything from emojis, symbols, shapes and braille patterns to dice and playing cards. Whether you want to offer further insight into your data, enhance the user experience or simply create something sublimely ridiculous, with so many icons at your fingertips, the possibilities are only limited by your imagination.

Click through to see how you can include specific Unicode characters to create a visual link in the mind of your viewer to your data.

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