Category: Power BI

Joseph Yeates starts a two-parter:

This is a technique that I have used in reports that analyze a feature in a data set that is at the bottom of a hierarchy. For example, customer that belong to a larger customer segment or accounts that belong to a grouping. The report analyzes information for an individual customer or account; however, we want to bring in some comparisons for other customers or accounts that belong to the same segment, grouping or cluster.

Click through for the technique and stay tuned for part two.

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Paul Turley continues a series:

Life is full of choices and trade-off decisions. Let’s say that you need to create a lookup table containing sales regions and this information doesn’t exist in the source database. You could easily create a new table in Power Query using the “Enter Data” feature, and just manually enter the sales regions. This would solve the immediate problem with very little effort, but how will the table be maintained if sales regions are added or change in the future? We could keep the list of values in an Excel file stored in SharePoint for a business owner to maintain when information changes. You could also go all the back back to the beginning of the process and load a dimension table in the source database. IT professionals might take the hardline and say that all data must flow through the data warehouse regardless of the effort and cost. Which of these is the right choice? …it depends on the scope reporting project, and the long-term ownership of the solution. Sometimes quick and convenient are OK but particularly tables that need to scale and handle larger data volumes in the future, the following guidelines are critical.

Read on for Paul’s recommended practices.

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Matthew Roche points out a nice addition to Power Query:

Because of the performance benefit that query folding provides, experienced query authors are typically very careful to ensure that their queries take advantage of the capabilities of their data sources, and that they fold as many operations as possible. But for less experienced query authors, telling what steps will fold and which will not has not always been simple…

Until now.

Read on for more information. I saw this for the first time in a recent presentation and was pleasantly surprised at how well it works.

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Gilbert Quevauvilliers figures out how to display a calculation group’s default format string in Power BI:

Recently I was working on a customer’s data and one thing that was missed was when something was not selected the Calculation Group did not return any default Format String.

Below is how I solved this, with the tricky part being formatting of the measure to be displayed correctly.

This follows on from my previous blog posts with regards to Calculation Groups:

Power BI Visuals now support Custom Formatting for measures using Calculation Groups!

Create Currency Formatting Strings using Calculation Groups in Power BI Pro & Premium / Azure Analysis Services / SQL Server Analysis Services 2019

Click through for the process.

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Reza Rad gives us a method to modify linked entities in Power BI dataflows:

It is not possible to change a linked entity in a dataflow in Power BI. Linked entities has to be modified only in the dataflow in which they are created. However, sometimes, you need to do a small modification to the linked entity in a chained dataflow. There is a very simple trick, In this article and video, I’ll explain how you can do that.

Read on to see how.

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