Once the foundation of decision intelligence is established, the next step is embedding AI-generated insights directly into the tools business users already rely on. This is where Agent Bricks delivers maximum value. Role of Agent Bricks Agent Bricks operates through three core capabilities. The first is insight generation, where it identifies trends, detects anomalies, and calculates readiness or risk scores from analytical datasets. The second capability is contextual reasoning. Agent Bricks correlates KPIs across domains such as finance, operations, and projects. Instead of generic alerts, it produces explanations in clear business language that highlight root causes and implications. The third capability is automation. Insights can be generated on a schedule, triggered by events, or refreshed dynamically as data changes. This ensures intelligence remains timely and relevant. Embedding AI Insights in Power BI These AI-generated outputs are embedded directly into Power BI. Smart Narrative visuals can display explanations alongside charts. Text cards backed by Databricks tables can surface summaries and recommendations. In advanced scenarios, custom Power BI visuals can consume Agent Bricks APIs to provide near real-time intelligence. Business users receive insights without leaving their dashboards. Use Case: AI-Driven Project Readiness Monitoring A strong example of this approach is AI-driven Project Readiness Monitoring. Traditionally, readiness is assessed manually using fragmented indicators such as resource availability, budget usage, dependency status, and risk registers. Agent Bricks evaluates these signals holistically and generates a readiness score along with narrative explanations. Power BI displays not only the score but also why a project may not be ready and what actions should be taken next. Business Impact The business impact is significant. Decision latency is reduced, business users gain self-service intelligence, and organizations achieve greater ROI from Power BI investments. To conclude, when AI insights are embedded directly into Power BI, analytics becomes actionable. Agent Bricks transforms raw metrics into contextual explanations, recommendations, and readiness signals that business users can trust. By combining insight generation, contextual reasoning, and automation, Agent Bricks turns Power BI reports into decision systems rather than static dashboards. The result is faster decisions, greater confidence, and measurable business impact. In a world where speed and clarity define competitive advantage, embedding AI-powered intelligence into everyday analytics tools is no longer optional—it is essential. Final Thoughts Organizations that successfully integrate AI reasoning into their analytics stack will move beyond reporting and into outcome-driven intelligence. Agent Bricks, paired with Power BI, provides a scalable and practical path to make that transition. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Modern Power BI reports are no longer just static dashboards. Business users expect reports to behave more like applications-interactive, guided, and easy to explore without technical knowledge. This is where Bookmarks and Buttons in Microsoft Power BI become powerful. Used correctly, they allow you to control report navigation, toggle views, show or hide insights, and create app-like experiences-all without writing DAX or code. This blog explains what bookmarks and buttons are, how they work together, and how to design interactive report experiences, using clear steps and visual snapshots. What Are Power BI Bookmarks? A bookmark in Power BI captures the state of a report page at a specific point in time. This state can include: Think of a bookmark as a saved moment in your report that you can return to instantly. Common use cases include: What Are Power BI Buttons? Buttons are interactive triggers that allow users to perform actions inside a report. These actions can include: Buttons act as the user-facing control, while bookmarks store the logic behind what happens. On their own, buttons are simple. Combined with bookmarks, they unlock advanced interactivity. Step-by-Step: Creating an Interactive View Toggle Step 1: Design Visual States Start by creating different views on the same report page.For example: Use the Selection Pane to show or hide visuals for each state. Step 2: Create Bookmarks Open the Bookmarks Pane and create a bookmark for each visual state. Important settings to review: Rename bookmarks clearly, such as: Step 3: Add Buttons Insert buttons from the Insert → Buttons menu.Common button types include: Label buttons clearly so users understand what each action does. Step 4: Link Buttons to Bookmarks Select a button and configure its Action: This is the point where interactivity is activated. Common Interactive Scenarios Bookmarks and buttons are commonly used to: These patterns reduce clutter and improve usability, especially for non-technical users. To conclude, bookmarks and buttons transform Power BI reports from static dashboards into interactive, guided experiences. They allow report creators to design with intent, reduce user confusion, and present insights more effectively. When used thoughtfully, this feature bridges the gap between reporting and application-style analytics—without adding technical complexity. If you’re building reports for decision-makers, bookmarks and buttons are not optional anymore—they are essential. Need help deciding how to design interactivity in your Power BI reports?Reach out to us at transform@cloudfronts.com

Power BI is excellent at visualizing insights, but insights often need action. That’s where the Power Automate visual comes in. With this visual, report consumers can trigger instant Power Automate flows directly from a Power BI report, using the data and filters already applied on the page. No switching tools. No exporting data. Just click and act. This blog walks through how the Power Automate visual works, how to configure it, and what to consider before rolling it out. Understanding Power Automate Visuals – The Power Automate visual adds a button to your Power BI report. When clicked, it runs an instant cloud flow. Key capabilities: From a user’s perspective, it feels like a native action button inside Power BI. Adding the Power Automate Visual In Power BI Desktop One can add the visual in two ways: Once added, the visual appears on the report page with built-in instructions. In Power BI Service The process is identical: One can resize or reposition the button like any other visual. Choosing the Flow Environment Before creating or attaching a flow, select the environment where the flow will live. The environment picker: Choosing the right environment upfront avoids permission and governance issues later. Making the Flow Data-Contextual One of the most powerful features of the Power Automate visual is data context. How it works Example: This makes flows responsive to how users are interacting with the report. Creating or Editing the Flow Editing from Power BI Desktop or Service With the flow selected, add any data fields to the Power Automate Data region, to use as dynamic inputs for the flow. Select More options (…) > Edit to configure the button. In edit mode of the visual, either select an existing flow to apply to the button, or create a new flow to apply to the button. One can start from scratch or start with one of the built-in templates as an example. To start from scratch, select New > Instant cloud flow. Select New step. Here, one can choose a subsequent action or specify a Control if you want to add more logic to determine the subsequent action. Optionally, one can reference the data fields as dynamic content if they want the flow to be data contextual. This example uses the Region data field to create an item in a SharePoint list. Based on the end-user’s selection, Region could have multiple values or just one. After you configure your flow logic, name the flow, and select Save. Select the arrow button to go to the Details page of the flow you created. Here’s the Details page for a saved flow. Select the Apply button  to attach the flow you created to your button. Formatting the Button The Power Automate button is fully customizable: This allows the button to match your report’s design and UX standards. Test the flow After the flow is applied to the button, we need to test it before you share the flow with others. These Power BI flows can only run in the context of a Power BI report. Thus one can’t run these flows in a Power Automate web app or elsewhere. If the flow is data contextual, make sure to test how the filter selections in the report affect the flow outcome. Sharing the Flow with Report Users When the flow runs successfully, it can be shared concerned personas of the report. Give users edit access Alternatively, you can give any users edit access to the flow, not just run permissions. Considerations and Limitations Before adopting the Power Automate visual, keep these points in mind: These constraints help maintain performance, security, and governance. When to Use the Power Automate Visual This pattern works best when you want to: In short, it bridges the gap between analysis and execution. Final Thoughts The Power Automate visual transforms Power BI from a read-only analytics tool into an interactive action surface: Analyze → Filter → Click → Automate When used thoughtfully, it empowers users to act on insights at the exact moment they discover them — without breaking their flow. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

For global lessors, reporting is more than just a compliance requirement -it’s a strategic capability. Investors, regulators, and executives all expect real-time insights into lease performance, profitability, and funding structures. Traditional spreadsheets and disconnected tools can be replaced with Dynamics 365 Finance & Operations + Power BI. With Microsoft Dynamics 365 Finance & Operations (F&O) combined with Power BI, lessors can achieve compliance-ready reporting while unlocking deep financial and operational insights. The Reporting Challenges Lessors Face Lessor reporting must comply with these questions: Without automation, finance teams would need manual reconciliations. Dynamics 365 Finance & Operations + Power BI: The Reporting Engine Compliance Reporting Power BI dashboard with lease liabilities trend line and revenue recognition chart. Funding & ROI Transparency Stacked bar chart showing funding mix with KPI cards for ROI by source. Billing & Revenue Recognition Column chart comparing recurring vs usage-based revenue streams. Profitability Analysis Heatmap of profitability by customer with KPI margin %. Renewal & Churn Insights To conclude, with Dynamics 365 F&O and Power BI, lessors achieve: Reporting is no longer a back-office activity. With Dynamics 365 Finance & Operations and Power BI, lessors can transform reporting into a strategic driver – ensuring compliance while delivering actionable insights that improve investor confidence and portfolio profitability. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Workspace security is one of the most important parts of managing Power BI in any organization. You might have great reports, well-designed datasets, and a smooth refresh pipeline – but if the wrong people get access to your workspace, things can break quickly. Reports can be overwritten, datasets modified, or confidential information exposed. Power BI uses a clear role-based access model to control who can do what inside a workspace. The only challenge is understanding which role to assign to which user. In this guide, we’ll break down the roles in simple terms, explain what they allow, and help you decide which one is appropriate in real situations. The goal is to make workspace security easy, predictable, and mistake-free. Understanding Power BI Workspace Roles Power BI provides four primary workspace roles: Each role controls the level of access a person has across datasets, reports, refreshes, and workspace settings. Below is a clear explanation of what each role does. 1. Admin The admin role has full control over the workspace. Admins can add or remove users, assign roles, update reports, delete datasets, change refresh settings, and modify workspace configurations. Admins should be limited to your BI team or IT administrators. Giving Admin access to business users often leads to accidental changes or loss of content. 2. Member Members have high-level access, but not full control. They can publish content, edit reports, modify datasets, schedule refreshes, and share content with others. However, they cannot manage workspace users or update security settings. This role is usually assigned to internal report developers or analysts who actively maintain reports. 3. Contributor Contributors can create and publish content, refresh datasets, and edit reports they own. They cannot modify or delete items created by others and cannot add or remove users. This role is ideal for team-level contributors, temporary developers, or department users who build reports only for their group. 4. Viewer Viewers can access and interact with reports but cannot edit or publish anything. They cannot access datasets or modify visuals. This is the safest role and should be assigned to most end-users and leadership teams. Viewers can explore content, use filters and drill features, and export data if the dataset allows it. Quick Comparison Table Role View Reports Edit Reports Publish Modify Datasets Add Users Typical Use Admin Yes Yes Yes Yes Yes BI Admins Member Yes Yes Yes Yes No Report Developers Contributor Yes Their own Yes Their own No Team Contributors Viewer Yes No No No No Consumers Examples Finance Department Sales Team External Clients Always use Viewer to avoid accidental edits or exposure of internal configurations. To conclude, power BI workspace security is simple once you understand how each role works. The key is to assign access based on responsibility, not convenience. Viewers should consume content, Contributors should create their own content, Members should manage reports, and Admins should oversee the entire workspace. Using the right roles helps you protect your data, maintain clean workspaces, and ensure that only the right people can make changes. A well-managed workspace makes your Power BI environment more reliable and easier to scale as your reporting needs grow. I Hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudFronts.com.

Working with Microsoft Dataverse Connector in Power BI is usually straightforward—until you encounter a table that simply refuses to load any rows, even though the data clearly exists in the environment. This happens especially with hidden, virtual, or system-driven tables (e.g. msdyn_businessclosure, msdyn_scheduleboardsetting) which are commonly used in Field Service and Scheduling scenarios. Before jumping to a workaround, it’s important to understand why certain Dataverse tables don’t load in Power BI, what causes this behavior, and why the standard Dataverse connector may legitimately return zero rows. Causes – 1] The Table Is a Virtual or System Table with Restricted AccessSystem-managed Dataverse tables like msdyn_businessclosure are not exposed to the Dataverse connector because they support internal scheduling and platform functions. 2] No Records Exist in the Root Business Unit Data owned by child business units is not visible to Power BI accounts associated with a different BU, resulting in zero rows returned. 3] The Table Is Not Included in the Standard Dataverse Connector Some solution-driven or non-standard tables are omitted from the Dataverse connector’s supported list, so Power BI cannot load them. Solution: Export Dataverse Data Using Power Automate + Excel Sync Since Power BI can read:-> OneDrive-hosted files-> Excel files-> SharePoint-hosted spreadsheets …a suitable workaround is to extract the restricted Dataverse table into Excel using a scheduled (When the records are few) / Dataverse triggered (When there are many records and you only want a single one, to avoid pagination) Power Automate flow. What it can do –-> Power Automate can access system-driven tables.-> Excel files in SharePoint can be refreshed by Power BI Service.-> we can bypass connector restrictions entirely.-> The method works even if entities have hidden metadata or internal platform logic. This ensures:-> Consistent refresh cycles-> Full visibility of all table rows-> No dependency on Dataverse connector limitations Use case I needed to use the Business Closures table (Dataverse entity: msdyn_businessclosure) for a few calculations and visuals in a Power BI report. However, when I imported it through the Dataverse Connector, the table consistently showed zero records, even though the data was clearly present inside Dynamics 365. There are 2 reasons possible for this –1] It is a System/Platform Tablemsdyn_businessclosure is a system-managed scheduling table, and system tables are often hidden from external connectors, causing Power BI to return no data. 2] The Table Is Not Included in “Standard Tables” Exposed to Power BIMany internal Field Service and scheduling entities are excluded from the Dataverse connector’s metadata, so Power BI cannot retrieve their rows even if they exist. So here, we would fetch the records via “Listing” in Power automate and write to an excel file to bypass the limitations that hinder the exposure of that data; without compromising on user privileges, or system roles; we can also control or filter the rows being referred directly at source before reaching PBI Report. Automation steps – 1] Select a suitable trigger to fetch the rows of that entity (Recurring or Dataverse, whichever is suitable). 2] List the rows from the entity (Sort/Filter/Select/Expand as necessary). 3] Perform a specific logic (e.g. clearing the existing rows, etc.) on the excel file where the data would be written to. 4] For each row in the Dataverse entity, select a primary key (e.g. the GUID), provide the path to the particular excel file (e.g. SharePoint -> Location -> Document Library -> File Name -> Sheet or Table in the Excel File), & assign the dynamic values of each row to the columns in the excel file. 5] Once this is done, import it to the PBI Report by using suitable Power Query Logic in the Advanced Editor as follows – -> a) Loading an Excel File from SharePoint Using Web.Contents() – Source = Excel.Workbook(Web.Contents(“https://<domain>.sharepoint.com/sites/<Location>/Business%20Closures/msdyn_businessclosures.xlsx”),null,true), What this step does: -> Uses Web.Contents() to access an Excel file stored in SharePoint Online.-> The URL points directly to the Excel file msdyn_businessclosures.xlsx inside the SharePoint site.-> Excel.Workbook() then reads the file and returns a structured object containing:All sheets, Tables, Named ranges Parameters used: null → No custom options (e.g., column detection rules)true → Indicates the file has headers (first row contains column names) -> b) Extracting a Table Named “Table1” from the Workbook – msdyn_businessclosures_Sheet = Source{[Item=”Table1″, Kind=”Table”]}[Data], This would search inside the Source object (which includes all workbook elements), and look specifically for an element where: Item = “Table1” → the name of the table in the Excel fileKind = “Table” → ensures it selects a table, not a sheet with the same name & would extract only the Data portion of that table. As a result, we get Power Query table containing the exact contents of Table1 inside the Excel workbook, to which we can further apply our logic filter, clean, etc. To conclude, when Dataverse tables refuse to load through the Power BI Dataverse Connector—especially system-driven entities like msdyn_businessclosure—the issue is usually rooted in platform-level restrictions, connector limitations, or hidden metadata. Instead of modifying these constraints, offloading the data through Power Automate → Excel → Power BI provides a controlled, reliable, and connector-independent integration path. By automating the extraction of Dataverse rows into an Excel file stored in SharePoint or OneDrive, you ensure: This method is simple to build, stable to maintain, and flexible enough to adapt to any Dataverse table -whether standard, custom, or system-managed. For scenarios where Power BI needs insights from hidden or restricted Dataverse tables, this approach remains one of the most practical and dependable solutions. I Hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudFronts.com.

If you’ve been building reports in Power BI for a while, you’ve probably come across two features that sound similar but behave very differently: Drill-Through and Drill-Down. Many new users—even experienced ones, often get confused about when to use each option. Think of it like this: Both features are powerful, both help users understand data better, and both can make your reports feel more interactive. In this blog, I’ll break them down in the simplest way possible—what they are, how they work, and when to pick one over the other. When to Use Drill-ThroughUse it when: Think of Drill-Through as going from a “summary dashboard” to a “deep dive report.” Source: Microsoft A simple way to remember:Drill-Down stays in the chart. Drill-Through takes you to another page. Drill-Down vs. Drill-Through: Quick Comparison Table Feature Best Used For Where It Happens User Action Drill-Down Exploring hierarchies Inside the same visual Click on drill icons Drill-Through Opening detailed pages Across pages Right-click → Drill Through Real-World Examples 1.Drill-Down Example A sales manager wants to look at Yearly Sales, then break it down by Quarter, then by Month.No page changes, just clicking inside the same visual. 2. Drill-Through Example A CEO wants to know why a specific customer’s revenue dropped.Right-click → “Customer Details Page” → All insights in one place. To conclude, both Drill-Down and Drill-Through help users explore data, but they solve different problems. By choosing the right feature at the right time, you make your Power BI reports not only interactive, but also intuitive and enjoyable for your audience. I Hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.

For data-driven companies, data insights are only as valuable as the platform that delivers them. As organizations modernize their technology stack, choosing the right reporting solution- whether SSRS, Power BI, or Paginated Reports – becomes a critical decision. With multiple options available, establishing clear evaluation criteria is essential to avoid costly missteps and future migration challenges. Are you struggling to decide which reporting tool fits your specific needs? If you’re evaluating SSRS, Power BI, or Paginated Reports for your organization, this article is for you. I’m confident this framework will help you make the right reporting tool decision and avoid common pitfalls that waste time and money. Understanding the Three Options Before we dive into the decision framework, let’s clarify what each tool actually is: SSRS (SQL Server Reporting Services) – The traditional Microsoft reporting platform that’s been around since 2004. It’s pixel-perfect, print-oriented, and runs on-premises. Power BI – Microsoft’s modern cloud-based analytics platform focused on interactive dashboards, data exploration, and self-service analytics. Paginated Reports in Power BI – The evolution of SSRS technology integrated into Power BI Service, combining traditional reporting with modern cloud capabilities. Step 1: Identify Your Primary Use Case Ask yourself this fundamental question: What is the report’s main purpose? Use Case A: Interactive Exploration and Analysis Best Choice: Power BI Choose Power BI when: Example Scenarios: Sales performance dashboards, Executive KPI monitoring, Marketing analytics platforms, Operational metrics tracking Use Case B: Precise Formatted Documents Best Choice: Paginated and SSRS Reports Choose Paginated Reports when: Example Scenarios: The Feature Comparison Matrix Power BI Standard Reports Strengths: Limitations: Paginated and SSRS Reports Strengths: Limitations: Cost Analysis: Making the Business Case Power BI & Power BI Paginated Reports Licensing Power BI Pro: $14/user/month SSRS Costs Important Note: If you’re already using Microsoft Dynamics 365 or Dynamics CRM, SSRS functionality is included at no additional cost. When SSRS is Already Available: Infrastructure Costs (If Not Using Dynamics): To conclude, I encourage you to take a systematic approach to your reporting tool decision. Identify your top 5 most important reports and categorize them by use case. This systematic approach will reveal the right decision for your organization and help you build a business case for stakeholders. Need help evaluating your specific reporting scenario? Connect with us at transform@cloudfronts.com for personalized guidance on choosing and implementing the right reporting solution. Making the right decision today will save you years of headaches and wasted resources.

Azure Databricks has become the go-to platform for data engineering and analytics, while Power BI remains the most powerful visualization tool in the Microsoft ecosystem. Connecting Databricks to Power BI bridges the gap between your data lakehouse and business users, enabling real-time insights from curated Delta tables. In this blog, we’ll walk through the process of securely connecting Power BI to Databricks, covering both DirectQuery and Import mode, and sharing best practices for performance and governance. Architecture Overview The connection involves:– Azure Databricks → Your compute and transformation layer.– Delta Tables → Your curated and query-optimized data.– Power BI Desktop / Service → Visualization and sharing platform. Flow:1. Databricks processes and stores curated data in Delta format.2. Power BI connects directly to Databricks using the built-in connector.3. Users consume dashboards that are either refreshed on schedule (Import) or query live (DirectQuery). Step 1: Get Connection Details from Databricks In your Azure Databricks workspace:1. Go to the Compute tab and open your cluster (or SQL Warehouse if using Databricks SQL).2. Click on ‘Advanced → JDBC/ODBC’ tab.3. Copy the Server Hostname and HTTP Path — you’ll need these for Power BI. For example:– Server Hostname: adb-1234567890123456.7.azuredatabricks.net– HTTP Path: /sql/1.0/endpoints/1234abcd5678efgh Step 2: Configure Databricks Personal Access Token (PAT) Power BI uses this token to authenticate securely.1. In Databricks, click your profile icon → User Settings → Developer → Access Tokens.2. Click Generate New Token, provide a name and expiration, and copy the token immediately. (You won’t be able to view it again.) Step 3: Connect from Power BI Desktop 1. Open Power BI Desktop.2. Go to Get Data → Azure → Azure Databricks.3. In the connection dialog:   – Server Hostname: paste from Step 1   – HTTP Path: paste from Step 14. Click OK, and when prompted for credentials:   – Select Azure Databricks Personal Access Token   – Enter your token in the Password field. You’ll now see the list of Databricks tables and databases available for import. To conclude, you’ve successfully connected Power BI to Azure Databricks, unlocking analytical capabilities over your Lakehouse. This setup provides flexibility to work in Import mode for speed or Direct Query mode for live data — all while maintaining enterprise security through Azure AD or Personal Access Tokens. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com