From the extremely limited information you provided, it appears you where just dropped into the PowerBI world. That sucks, allot. To answer your questions:
>Hard coding fonts?? >>Fonts can be added.
>Can't resize tooltips? >>ToolTips are resizable
>Am I fool or is this garbage for producing good looking dashboards? >>I get your frustration, but let's focus on moving you in the positive direction.
>What are the alternatives? >>Tabluea, Excel, Python, etc.
I would recommend you start with "Dashboard in a day". All of the lab materials and course books are free so you can pursue this at your leisure.
However, PowerBI is becoming to Bussiness Intelligence what Office is, a huge player. Given that you are trying to use PowerBI and not another alternative (PowerBI costs allot), I would recommend you ask your employer to pay for some training for you.
Your background in graphics design will help you make great reports, apps, dashboards, etc. but only after you understand how it is modelling your data.
I hope that helps and good luck to you.
Edit: just noticed that Marco finally published the second edition 3 days ago!!!!!!!!
Edit2: u/itsnotaboutthecell warns that we should be careful trusting Amazon’s info.
Couple good resources out there. Workout Wednesdays have good Power BI challenges. The first 4 build on each other which was pretty neat but I dropped off since.
The Definitive Guide to DAX is like the new analysts Bible. Lots of great material to better understand filter and row contexts. This will help write DAX like a programmer.
SQLBI (same guys that wrote Definitive Guide to DAX) have a bunch of free tutorials on data modeling scenarios. I haven't taken the DA-100 but if you want to go beyond the basic star schema and learn a few real world examples of what to do when you have two fact tables and when is the right time to make a second date dimension, I highly recommend their free courses.
I have a few other resources I like for Power BI but no others that offer challenges like you asked for. Good luck! Let me know how it goes!
So there are really 3 options to choose when rolling out Power BI from scratch across a new organization.
Power BI Premium Per User Licenses (PPU) ($20 / Month)
Premium Capacity (Starts at about $5,000 USD Month)
For an organization of only 50-ish people we can rule out # 3Premium Capacity right off the bat as that doesn't make any sense until you have at least 500 users. #1 probably makes the most sense for your organization. Power bi doesn't have different licenses whether you're a report write or consumer, so you'll need to purchase a pro license for every single person that needs access.
If you have super large scale data and need to look at billions of rows 50 columns wide for the past 20 years, maybe Premium Per User could be an option, but for just starting out the basic Pro licenses should suffice. You can always upgrade later.
Yes, there's plenty of great reads, e.g., Storytelling with Data.
At a high-level, I emphasize the following to my direct reports & clients:
You're welcome! To be honest I've not looked at many courses on Udemy/Pluralsight etc. so I don't know which are the *best* per se, but https://www.amazon.com/Exam-100-Analyzing-Microsoft-Power/dp/0136819680 is probably a good bet, Daniil knows his stuff! Anyone else want to plug a book?!
The cadence of Report Server updates recently got changed to Jan/May/Sept for 2019, so could be as early as May, but might be a better question to pop on the blog post for the team if you want any specific feature dates.
Check out the Data Stories Gallery: https://community.powerbi.com/t5/Data-Stories-Gallery/bd-p/DataStoriesGallery
And the Best Report Competition: https://powerbi.microsoft.com/en-us/blog/meet-the-winners-of-the-best-report-contest/
There is nothing mentioning this change in feature summary post. I think this is fairly significant for it to be included in the update overview.https://powerbi.microsoft.com/en-us/blog/power-bi-october-2021-feature-summary/
Consolidating CSVs is easy in Power BI. Extracting the indetifiers sounds possible as long as there's a finite number of ways they appear in the Note. Creating 2 extractions from one Note sounds more difficult.
This URL suggests that ServicrNow has an integration into Power BI. https://powerbi.microsoft.com/en-us/blog/explore-your-servicenow-data-with-power-bi/
You should be able to Get data from weblink, enter your credentials and the data flow through in a cleaner format. Sounds more complicatrd than CSV initially, but will probably be much easier.
This is by design. Currently (not in preview) you cannot use a shared dataset along with other data sources in the same PBI report.
There is a preview feature available though that allows you to direct query a shared dataset. You need to go into your options and settings and enable that preview feature (DirectQuery for PBI datasets and AS). Once done, you can then bring in other data sources along with your shared dataset.
Yea this is happening for me as well. Seems like the service is down then, although that status isn't reflecting on their support page as of 4:46 PDT:
https://powerbi.microsoft.com/en-us/support/
Glad to hear that it's happening to someone else, though! I'm sure a fix is incoming shortly.
Edit: the support page is now showing that there is an outage!
You can't go wrong with Good Charts by Scott Berinato. Great read if you have some down time to dive in. It sounds like based on your skill level, this would be helpful for you to learn some of the more advanced psychological reasons behind choosing certain visualizations.
If you're looking for quick tips on how to choose visuals, check out Numerro's collection of design tips.
I have covered this comparison in many of my sessions and here is the link of the summary slide: https://www.slideshare.net/AshrafGhonaimMBABEng/auto-ml-power-bi-vs-azure-ashraf-ghonaim
Feel free to reach out to me for more details if you want.
Ashraf Ghonaim
Select the option to refresh weekly, this will open up the list of weekdays to select/unselect. You can add multiple times, but the report will run every day at every time you select. If you want other options you can use Power Automate to schedule refreshes; the only catch I ever found using this last method was the fact you will never receive an alert if the refresh fails.
https://powerbi.microsoft.com/en-us/blog/refresh-your-power-bi-dataset-using-microsoft-flow/
Would this be affecting you?
https://powerbi.microsoft.com/en-au/blog/introducing-the-new-format-pane-preview/
“Known issues with opt-in preview that will be addressed in December release:
The action card for button, image, and shape, responsive toggle, and data limit settings are currently missing.”
If you don't want to go the AD group route, you can do fake RLS in dax by having it use the current username. Adam Saxton has an example here
https://powerbi.microsoft.com/en-us/blog/using-username-in-dax-with-row-level-security/
the crickets are there because the comments on the blog are on a personal blog, not an official blog. I'd recommend responding to this blog for example: https://powerbi.microsoft.com/en-us/blog/on-premises-data-gateway-september-2021-update-is-now-available/ to ask this question about automation. In the mean time I'll also reach out to the PM.
There was a brief inclusion of a new teams connector in the pbi desktop release for march or april blog, but it was not in the download so it's been delayed a bit.
It was in the summit announcements as coming soon.
Microsoft Business Application Summit Recap | Microsoft Power BI Blog | Microsoft Power BI
Premium Per User workspaces are where you can deploy reports with premium features using a PPU license, and you need a PPU license to access them. You can subscribe a Pro user to a paginated report in a PPU workspace though. See "who can access..." here
They've just posted this: Power BI customers with Tenants located in the UK SOUTH region may experience issues accessing the Power BI service. Azure Engineers are investigating the issue and an update will be provided soon.
You want to use Power BI Paginated Report Builder. All the functionality of Power BI in a static document 😁
https://powerbi.microsoft.com/en-us/blog/power-bi-paginated-report-builder-now-available/
Ahh, I see this now makes sense understanding your use case (strict internal branding guidelines).
> Fonts would constantly change size
This should hopefully be addressed in the June update - font sizes were inconsistent because in some places they were in points and in other places they were in pixels. As per the link above, they've now made it so that almost all of this is cleaned up, I think they still need to adjust text boxes and some other small areas.
> If Power BI were built with the same fundamentals as other Office products, I suspect it would work fine, but it seems like an ugly relative.
PowerBI is really a moving target, and is in a state of constant/active development. The goal is to get it to fit into the Office ecosystem (as evidenced by the last the updated pane design, i.e. light mode) and the quote below:
> Our new look is much more modern and is the first step and refreshing the entire interface.
Eventually it will get there.
The elephant in the room that no one is mentioning is that for the interactive access for vendors, you will need to license them for Power BI. Embedded would already cover this but other methods need a license.
As for SSRS, it’s called Power BI Paginated Report Builder and it was available in April for those with a Power BI Premium license. https://powerbi.microsoft.com/en-us/blog/power-bi-paginated-report-builder-now-available/
Email subscriptions are also available. https://powerbi.microsoft.com/en-us/blog/power-bi-paginated-reports-june-2019-feature-update-summary/
Something like the following:
Get User Name: https://powerbi.microsoft.com/en-us/blog/using-username-in-dax-with-row-level-security/
Apply Conditional Formatting: https://docs.microsoft.com/en-us/power-bi/desktop-conditional-table-formatting
This is as close as you can currently get: https://powerbi.microsoft.com/en-us/blog/deep-dive-into-query-parameters-and-power-bi-templates/
But it's not really what you're looking for
I think it's worth it. You're on the right track in pushing toward more modern BI, and given the reliance on Excel, Power BI is actually a good place to enter that world. Use of Excel is common in ANY company and Power BI is designed to work alongside and with Excel. Also, learning Power BI is also learning capabilities/skills shared with Excel PowerPivot (Power Query / M, Vertipaq/In-memory engine and DAX, and Power View), and also in SSAS Tabular, which is a good layer to implement for corporate reporting even if the end-users are working only in Excel.
One thing to consider - assuming you amaze everyone with new reporting capabilities, can you get the cost approved? Power BI is relatively lower cost compared to competing solutions, and it technically is possible to work strictly in the desktop version and share the desktop files. However, you would probably find this quite frustrating compared to the automatic refresh and sharing capabilities that are available in the paid solution. So, ideally you would either be using one of the following options:
Power BI Pro: $10 per user per month, full sharing and refresh capabilities in the cloud service
Power BI Premium using the cloud service: Same as above, but $10 per report-creator and $5k per "node" (1k-3k report-consumers) per month
Power BI Report Server: On-premesis solution where Power BI, Excel, and SSRS reports can be published and shared. Same pricing as Power BI Premium, or the cost of a SQL Server Enterprise license with software assurance; This will also require hardware for implementation.
The "Planning a Power BI Enterprise Deployment" whitepaper is a good resource for understanding more.
Just to be clear on the date format, that's June 1st, 2017.
In regards to the free pro trial, as of June 1st, 2017, any existing users of the free service who were active on or before May 2, 2017 are eligible for a free, 12-month extended trial of Power BI Pro. You'll get prompted when you log into the power bi web portal.
Per the May 2017 Power BI announcement (link/except below), the problem that you're experiencing is the part about "sharing and collaboration" being removed from the free version.
"Going forward, we will improve the free service to have the same functionality as Power BI Pro, but will limit sharing and collaboration features to only Power BI Pro users. Users of the free Power BI service will benefit from access to all data sources, increased workspace storage limits, and higher refresh and streaming rates. These changes will be effective June 1, and you can read more on the Power BI Community. Power BI Desktop continues to be available for free."
It is completely different. If you created your report using the desktop app, you can share your report by going File>Publish. Once uploaded, you can share the power bi report with a url or allow them to access the report on their own power bi account.
Info on Sharing: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-share-unshare-dashboard/
Hopefully this is what you are after. PBI as well as SSAS Tabular have two ways to connect to some data sources. Either In-Memory or DirectQuery. In-Memory caches the data in memory and the data is stored in the .PBIX. With DirectQuery the data is pulled from created connection string but is not saved locally. You can get more information here. https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-use-directquery/ You can mix the modes by using dynamic connection strings which is a pretty neat trick. Hope this helps you.
Highly recommend Power Pivot and Power BI by Rob Collie and Avi Singh. It helped me a lot with understanding both data models and DAX.
They use AdventureWorks DB so you can practice as you go.
It's a pretty simple and fast process, but there are two options depending on what you're looking to do.
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Option 1: If you've already modelled all your data in an existing report, then the best way is to simply copy and paste all the components from the template file into your existing report. Then you can simply populate the visuals with your own data points.
All the formatting will stay the same which is great (provided you apply the same template theme to your existing report. You can check this by going to the theme settings in the template and looking at the theme name. Then just importing that theme from the Toolkits theme files.
Option 2: Otherwise, you can just connect your data sources to the template files itself and replace the current data with your own.
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We have documentation on how this works using the Canvas Grid/Components, and the process is pretty much the same when using the templates.
I hope that helps!
In order to publish a report which will have general access to the public, the company will have to obtain a per capacity license which enables a premium workspace to publish reports to. This is the only way to make reports accessible in a generalized way.
Then any user who publishes a report needs a Power BI Pro license, which is probably what you need to get if you want to be able to publish reports for different clients.
SQL > M > Python
I love Power Query - but it's incredibly slow. Literally love Power Query.
M is found in Excel, Power BI, DataFlows, Microsoft Flow, roadmapped for Excel for Mac, has a SDK for Visual Studio and I wouldn't doubt given that they've already solved the web-interface aspect that it will end up in Excel Online. If I was to truly crystal ball M and where it started as Azure SQL Labs I would go as far to say that it will make it's way to Azure Data Factory and or SSIS in due time soon too.
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To me it's the most popular language that everyone is sleeping on and I even did a presentation on the language during a recent O365 Saturday -
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I came here to check if someone else was asking for the preview release and I'm so happy it just got a preview release minutes ago! https://powerbi.microsoft.com/en-us/blog/export-to-excel-improvements-for-table-and-matrix-visuals-preview/
Agree that a Sankey visual sounds like what you are looking for. In addition to the Sankey custom visual, check out the newer Charticulator visual. It’s very customizable and there are some good video tutorials out there for it. Curable has a good one in fact .
Disclosure: vendor speaking
Have you checked out Yodeck? We have a PowerBI Widget that you can use. And on top of that, we have a simple (really!) scripting engine that allows you to do authentication, navigate pages, etc, so it should be able to do anything you need. It is free for 1 screen, so you can easily test it, and really low-cost for more (with free Players included).
I'm guessing this is my problem:
"Power BI customers using a date slicer that has been pinned to a dashboard may experience rendering issues with the visual after refreshing the dashboard. Engineers have identified the root cause and the fix is expected to be deployed by end of the day of 11/05/2021."
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If you're just wanting to hold data in the initial workbook (wb1) and won't add any measures, then using dataflows seems more appropriate. That would let you import data into the other workbooks, and then add measures to them as needed.
Also note that you can connect to an existing dataset/workbook and combine it with additional data sources, it's known as composite modeling but might still be in public preview. It works fairly well. https://powerbi.microsoft.com/en-us/blog/directquery-for-power-bi-datasets-and-azure-analysis-services-preview/
Are you using your own Power BI Pro license for $10/month https://powerbi.microsoft.com/en-us/pricing/ ? I've been meaning to launch my own Power BI portfolio site but I don't really want to use my work alias so I think I need to buy Power BI Pro? I wish Microsoft had a free tier like Tableau Public, where it's free and all the data is available for public use-- ideal for portfolios and such.
The Chrome/Edge alignment is a wider issue and is announced on the Power BI support site BTW.
> Power BI customers using Edge or Chrome V93 web browsers with the default page scale set to 100% may experience UI behavior issues when interacting with common web page controls, such as dropdown slicers, date pickers, or line charts. As a workaround, users can use the zoom setting of anything other than 100% which forces the browser to behave normally. Engineers have identified root cause, and an estimated time to mitigate will be provided shortly.
You can use the web service’s subscription feature if you have premium.
I would agree the Pro route makes the most economical sense. If there’s a feature that you think would greatly benefit your organization that is Premium (Per User/Capacity) I’d check the matrix and make the most informed pitch to your purchasing decision makers right off the bat as opposed to having to come back later - https://powerbi.microsoft.com/en-us/pricing/
Well it’s definitely not deprecating it as a solution but rather investing in feature sets for Power BI instead and working diligently to bring feature parity to anything that is still missing from AAS.
This blog post which is a follow up from one posted in 2019 summarizes the strides they have made:
2021 blog post: https://powerbi.microsoft.com/en-us/blog/power-bi-as-a-superset-of-azure-analysis-services/
2019 blog post: https://powerbi.microsoft.com/en-us/blog/power-bi-premium-and-azure-analysis-services/
Like I said, if there is nothing game changing that you need from AAS that Premium doesn’t already offer, your answer is Premium. Especially when we are talking about multiple datasets/self service analytics.
With Premiums dynamic memory management and Gen2 enabled, I am sure you’ll save in the long run.
Apparently she came back last month. Didn´t even noticed tbh Quickly create reports in the Power BI service (preview) | Blog de Microsoft Power BI | Microsoft Power BI
No, according to https://powerbi.microsoft.com/en-us/blog/licensing-and-roadmap-update-for-power-bi-report-server/, PBIRS is positioned as an on-prem solution with the flexibility to move to the cloud down the road. So you won't see any major investments in on-prem only capabilities.
I see this question a lot and on one hand, fair enough you don't want to pay for the license. On the other hand, someone has to, or PowerBI won't make enough profit to run.
Typically you need a pro license and the end user does too. However, you could try exploring the premium per user license which has just released. I haven't explored all the details but you might be able to create a premium workspace for your clients to view reports without a license. You can read a bit more about it here.
Final point, users won't ever need a username and password for your reports, users need to sign into the powerbi service using their Microsoft accounts, so it's OAuth as opposed to username and password based authentication.
Also, as a general point I would typically not develop powerbi in my environment I'd generally expect the client to have thier own powerbi environment setup and I'd expect them to provide me with an account and a pro license. This way you are being added to their environment and work within that which is a much better solution especially if you need to use on-prem data sources / gateways.
"Using SQL Server Analysis Services (SSAS) as a DirectQuery source is not supported. We plan to support SSAS in the next release of SQL Server.". Source: https://powerbi.microsoft.com/en-us/blog/directquery-for-power-bi-datasets-and-azure-analysis-services-preview/
Yes, the content must be stored in a Power BI Premium backed workspace.
Paginated reports can be used on screen, but are not the greatest as there is almost no interactivity once the report is rendered. Without developing things as a single report, you don't really have many choices for embedding things. If the report they have developed is embedded in some kind of portal, maybe you could embed your report below it? Another option would be to add visuals from their report and your report to a dashboard in Power BI. Lastly, you could create a custom visual for the iframe and have your PBI admin allow custom visuals in your tenant
When you create workspace with Premium per user license ,the users must have premium per user license to view/access the content(even pro license users can't view/access the content)
Check the below link for detailed understanding: https://powerbi.microsoft.com/en-us/blog/answering-your-questions-around-the-new-power-bi-premium-per-user-license/
I say this line in every meeting where the topic comes up - "The clear future direction is Power BI Premium."
Power BI Premium and Azure Analysis Services | Microsoft Power BI Blog | Microsoft Power BI
Where do you have it set for a two minute refresh interval?
I personally haven't used this feature because we don't have any dbs in direct query mode but the blog article for the June update mentions that if you're using Pro, the minimum refresh interval is 30 minutes and Premium the default is 5 minutes. If you're using Premium, the capacity admin can override that default and set a custom value with a minimum interval of one second.
We recently added dual axis support for line chart, so you should be able to have your two different lines now. https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-march-2020-feature-summary/#_Dual_axis
> They’re certain there’s a way without spending more money though
... By building something like Power BI Tiles yourself?
I think your best bet is digging through the REST API documentation and see what you can export exactly. There is a new preview feature to export reports, but you need a premium license.
Power BI Tiles get their data through some API I guess, so there is probably an endpoint to access visuals.
Maybe this will help? https://docs.microsoft.com/en-us/power-bi/developer/embed-sample-for-customers
You shouldn't need a gateway for Azure SQL unless it's on a virtual network. You just configure the credentials (
https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-january-2018-feature-summary/#AADauth )
And you should be good to go.
If all else fails, though, Basic = SQL auth, not a Windows /AAD credential.
Edit: the article on dataflows says AAd auth isnt supported for ADW so maybe not for Azure SQL either, and to use Basic auth instead.
https://docs.microsoft.com/en-us/power-bi/service-dataflows-create-use
What are you trying to achieve with this? In excel you can use the datasets from Power BI service using the Power BI dataset connector:
https://powerbi.microsoft.com/fr-fr/blog/analyze-in-excel-from-power-bi-publisher-july-update/
You should brush up on row level security, it would better handle your situation than using default slicers.
If that is not an option, and you are using embedding to distribute your reports, then use the filter call on the Js API.
If you are using power bi app, consider persistent filters Docs
If you must use the approach that you asked for in your post, you can create a measure that returns a Boolean type based in whether a branch is assigned to a manager. Then apply that measure to a report visual. That would filter out irrelevant branches. Create a second measure that checks if a single branch is selected- and if not, select the first branch that has a true value (assigned to manager).
I'm sorry if the explanation is not thoroughly laid out, I'm on my phone.
You'll need to configure a Power BI gateway if you want to use local network files as master copies (alternative being OneDrive, Azure blob etc.). Power BI dataflows are new and shiny. Hardly used them yet myself, but they'll let you ETL data into the service and then import into Power BI to create datasets - you can still only have one dataset per report, but it avoids having to repeat the same transformations in multiple datasets/load the same data multiple times. If not dataflows, I imagine you'd be looking at some sort of database or document DB solution but your use case seems like exactly what they're meant for.
Query Parameters. Parameterize the email address in the exchange query, then have them input their email address into the parameter when they open it.
https://powerbi.microsoft.com/en-us/blog/deep-dive-into-query-parameters-and-power-bi-templates/
We use premium capacity nodes for this purpose.
https://powerbi.microsoft.com/en-us/power-bi-premium/
There’s a useful calculator that MS provide to work out sizing.
Check out the June release: https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-june-2018-feature-summary/
It looks like one of the new features allows you to format labels on combo charts separately. See the fourth bullet under “Reporting.”
With as quickly as Microsoft changes things in Power BI, January 2017 is practically ancient history-- you shouldn't rely on the accuracy of any older "upcoming features" blog posts at this point.
What they ended up doing was releasing "Power BI Report Server" for on-premise report management, which is built on the SSRS platform, but isn't really the same as just publishing a .pbix to SSRS. I believe it also requires a Power BI Premium subscription.
I recommend checking out these two links:
https://powerbi.microsoft.com/en-us/report-server/# https://blogs.msdn.microsoft.com/sqlrsteamblog/2017/05/17/a-closer-look-at-power-bi-report-server/
Thanks for taking the time to post this. And yeah, auth from client side is no good here.
I'm actually trying to do the non-Power BI users, "app owns data", authentication mentioned here:
https://powerbi.microsoft.com/en-us/documentation/powerbi-developer-get-azuread-access-token/
It's different in that you are always just authenticating the same "Pro" user and displaying their data instead of a particular client-side user's data. As I understand it, this is a new method that corresponds to the new "Power BI Premium" product that we are trying to use.
So users are authenticated into our web app as usual, and then they make a call to our API to get an "embed token" that embeds the report on screen. This keeps the Pro user credentials and the clientId safe on the server.
I think I've got it sorted out now, and I posted my solution elsewhere on this thread.
Ok. A few things:
You seem to be a little confused. Power bi free a counts are limit live queries to 10,000 rows per hour. You can load tons of data in a free report. I think it is 10gb per accound, but that may be pro.
You can also publish and share reports with free acounts. The pro license comes in with embedded and some specific features.
Did you connect to the Google analytics content packs or did you use the Google analytics connector?
The connector has a lot more options for choosing what data to extract from googles API.
https://powerbi.microsoft.com/en-us/documentation/powerbi-service-google-analytics-connector/
The closest article I found was the following for documentation. This lists what is considered Pro Content, and would need a Pro license to Power BI along with some examples of what wouldn't be considered Pro content.
https://powerbi.microsoft.com/en-us/documentation/powerbi-power-bi-pro-content-what-is-it/
If you are making a connection to an item that would need a Pro license, for example a SQL Database. You would be able to refresh this within Power BI Desktop and re-publish this, but wouldn't be able to process a refresh on the service.
I think Microsoft provides some good material. If you want to create custom graphs using R then you can take a look at this link https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-r-visuals/
If you want to use D3 then follow this link https://powerbi.microsoft.com/en-us/documentation/powerbi-custom-visuals/
We recently released Guided Learning on powerbi.com. Be sure to check those out as well. It is meant as a high level introduction to Power BI.
https://powerbi.microsoft.com/en-us/guided-learning/
** Adam Saxton | Microsoft Employee - Business Intelligence **
I thought Tableau now has viewer licenses? Still $15 for the cloud-based version. If that's accurate it costs more for a viewer in Tableau than a dev/viewer in Power BI.
It's been a few years since i've worked with Tableau so I'm a little out of touch on recent changes.
Read the Bible and realize you know nothing.
Your question is a little vague, but if you’re asking how to create magic in Power BI without being taught how to use a spreadsheet, this is it. It’s not easy, you may realize you know less than you think.
I like to learn from Books.
I don't think anyone would argue the important of DAX for power BI.
This is the book I read:
https://www.amazon.com/gp/product/1615470522/ref=ppx_yo_dt_b_search_asin_title?ie=UTF8&psc=1
Have a nice “coachable” read.
It really depends how deep you want to go down the rabbit hole. I was in a similar place and took a Udacity class that taught me the basics of Python, SQL, and Git. After this course you should understand CTE, join, and windows functions for SQL, Numpy and Pandas for Python, and pull/push request for Git.
After that, I took Udacity’s Data Engineering for Azure course. This dove into the how to build data warehouses in Azure, using the tools you mentioned above. Along with this, you’ll learn the fundamentals of data warehousing (Kimball, CIF, etc…). I’d highly recommend it, as it will give you a firm understanding of how data warehouses are designed, built, and used.
The only downside is that the classes are a bit pricy. If you get the 70% discount (say you’re low income and jobless), you’re looking at 130$ a month.
Let me know if you have any questions!
SQL/Python/Git course: https://www.udacity.com/course/programming-for-data-science-nanodegree--nd104
Data Engineering with Azure course: https://www.udacity.com/course/data-engineering-with-microsoft-azure-nanodegree--nd0277
For financial models stick with Excel, it’s a better tool for the job IMHO
Liam Bastick has written a book on financial modelling in Power BI https://www.amazon.com.au/Financial-Modelling-Power-Forecasting-Intelligently-ebook/dp/B0B4T9TYS4
https://inforiver.com/ custom visual is good for presenting P&L style layouts…
What I did was removing unnecessary columns and did grouping and now the table is 30% of the original size, in the Advance Editor I modified it to save it in a buffer like below
Let Table1 = source(database) X X X MyBufferedTable = Table.buffer(x) In MYbufferedTable
My problem now is trying to refrence the the buffered table in the other tables or modify theor advance editor to use the buffered table as from what I can see they load from database of table1 although I have did a buffered in the last step
I wish I could haha.
From my understanding so far, the whole process(getting the data from the source system till it's curated/transformed and imported in PBI) is split into 5 different layers: Source, secure, raw, query and report layer(this is where you create your star schema model). In the query layer you model the data(which is basically the raw data you get from the source) to hubs, links and satellite tables. Hub is a table that will include only the business key(s) of an entity(e.g. customerid of customer entity). Satellite table is the table that will include the metadata of that entity(e.g customer's first name, last name, address etc.). And finally link table is a table which is usually used to connect 2 hub tables together(for example you can have a connection between hub customer table and hub location table). I guess you can already tell that you end up having a very big and complex model and that's where my question comes up. Is it necessary to implement this technique? I hope I will find the answer to it soon. Also in case you might be interested, you can check chapters 4,5 and 6 of this book.
Your honor, I present - How to Lie with Statistics - a tale as old as time.
Yes and yes, but this book covers all the same concepts in a very readable but shorter book
Star Schema The Complete Reference https://www.amazon.com/dp/0071744320/ref=cm_sw_r_awdo_CE4YNSVYEHQCF9ERSZXZ
Ah man... My Google Fu deserted me. I couldn't find a version called a "Definitive guide...". I wonder, are they possibly published with different titles in different territories?
Hang on... This is the version I have. It seems I may be splitting heirs over titles and subtitles (what a douche 🤦♂️) ...I guess this puts me firmly in the reject pile 😭
The Data Warehouse Toolkit: The Definitive Guide to Dimensional Modeling, 3rd Edition https://www.amazon.co.uk/dp/1118530802/ref=cm_sw_r_apan_i_VAWAXBY7TRS6VYKPM5FD
Sure ;)
The Definitive Guide to DAX: Business intelligence for Microsoft Power BI, SQL Server Analysis Services, and Excel Second Edition (Business Skills) https://www.amazon.co.uk/dp/1509306978/ref=cm_sw_r_apan_i_24XCBS2R51MTGVET2RKP
Hi, I think you ought to try a third-party connector.
Like an extension that you can add to google sheet, we have been using this one.
https://workspace.google.com/marketplace/app/ad_data_and_analytics_by_windsorai/258608024049
Hope this helps!!
Marco Russo’s book brought me from average PBI dev to team lead … if you thought DAX was rough before, wait until you find out about all the implicit bullshit under the hood!
https://www.amazon.ca/Definitive-Guide-DAX-intelligence-Microsoft/dp/073569835X
I also love using flow charts to try to map the entire flow of data from source system all the way to end user.
Regarding software, I've found diagrams.net to be incredible for this. Also, I believe a lightweight version of Visio online is now included with O365/M365 (Microsoft adds 'lightweight' Visio web app for no extra fee to Microsoft 365 for business plans)
I used to have major issues with corrupting large PBI files. Obviously, more ram helps a lot, but we're living in a world of chip shortages and technology isn't exactly a priority in the non-profit sector where I work. The thing that helped the most was making my data models more efficient. Get rid of any unnecessary columns, especially if they're strings. Use the star model for any dimensional info that gets repeated. Power BI grew on me a LOT after I learned some efficiency techniques; before then I was ready to throw in the towel.
You might get a lot out of this: https://powerbi.microsoft.com/en-my/blog/best-practice-rules-to-improve-your-models-performance/
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One of the most important steps is the importing part. Make sure the data you import is clean and try to import only stuff you need.
For instance with SQL use where statements to limit the data to only import the last 5 years, or whatever timeframe is acceptable. Furthermore only import columns you know you need for sure, don't import stuff you don't need. It will make importing and publishing much faster and will also make it less confusing and more clear for yourself.
Then decide on a naming convention for the columns before you start messing with PowerQuery or Dax. For instance I use a description and include the database column id eg. "Customername ADR010" so I always know what it is and where to find it. If you change column names later on you may mess up relations or reports.
If you do decide you need more columns later on, it's pretty easy to add them. That won't mess up anything.
Updating the dataset in the PowerBI cloud, which is what each report uses to get its data, is done either by publishing from PowerBI Desktop, or updating the dataset in the cloud. Updating via the the cloud can be configured via https://app.powerbi.com/datahub/datasets. You'll need to install a gateway on your laptop/pc https://powerbi.microsoft.com/en-gb/gateway/. Or install a gateway on a (virtual) server so the server can update even when your own device is off(line).
This study guide answers your questions
Yes, I had this model (without touchscreen and a bit lower specs) from office and as far as display is concerned it worked.
https://www.amazon.com/Dell-Inspiron-Touchscreen-Performance-Bluetooth/dp/B079ZJLMJN?th=1
What exactly are you looking for in a portfolio ? Is it similar to a resume/CV ? Or is this something like this I have worked with IT firms as FTE but cannot show my work outsude organization. Sorry if my reply seems silly
To add to this:
You can download the workshop materials here.
I've done the workshop at a physical Microsoft location, and it was great! The download files include a step-by-step tutorial on performing the same thing you'd build in class.
Not sure what you mean but since the November release there's an official connector for Google sheets in preview.
The direct link will not work because you need authentication to access the files unless they are published to web without security.
https://powerbi.microsoft.com/en-us/blog/announcing-persistent-filters-in-the-service/
There’s an option for that. Generally people will want persistent filters. If you’ve got a monthly reporting dashboard, for example, you don’t want it to always open up as the year and month you initially published the report on
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Deal: The Definitive Guide to DAX: Business intelligence for Microsoft Power BI, SQL Server Analysis Services, and Excel Second Edition (Business Skills) https://www.amazon.co.uk/dp/1509306978/ref=cm_sw_r_apan_glt_fabc_dl_QVNW51QKHSFFT1N9KWPV
^ to master DAX. Not just be proficient at it, but to master it. It's the single best resource available.
You'll also want to read up on Power Query as there's many times where you want to transform your data before loading it. You don't need to master Power Query to the same extent as DAX though. A lot of what you need is baked into the Query Editor GUI.