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Category Archives: Power BI

Create a paginated report from a Schematic model

In data analytics, paginated reports are essential for creating detailed, print-ready documents like financial statements, invoices, and performance reports. These reports are perfect for scenarios where a clear and well-organized layout is required.So, how can you create these reports using a schematic model? In this blog, we’ll break it down step by step, showing you how to turn raw data into meaningful, easy-to-read reports. Core Content 1. What Is a Schematic Model?A schematic model is a structured representation of your data, showing relationships between entities like tables, columns, and keys. It acts as the blueprint for querying and organizing your data efficiently. Tools like Power BI and SQL Server Analysis Services (SSAS) commonly use schematic models to simplify data workflows. 2. Why Paginated Reports Matter Step-by-Step Guide to Creating a Paginated Report Step-1: Open the Power BI Service and select the report semantic model and there is an option for Create Paginated Report. Step-2: After opening you will find the Editor page from where you can develop the report Step-3: Design the report as per you requirement After creating the report, save the report and you can see new paginated report is visible in service. Conclusion:Creating a paginated report from a schematic model is a streamlined process when approached methodically. By leveraging a structured model, you ensure accuracy, scalability, and professional presentation for your business needs. CTA:Ready to transform your data into actionable insights? Start exploring your schematic model today and design your first paginated report. For guidance or best practices, explore more resources or reach out to our team of experts. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

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Add Tooltip for Column Headers in Power BI: A Step-by-Step Guide

Introduction Tooltips are a powerful feature in Power BI, offering additional context and information for visuals. However, tooltips are not natively supported for column headers in Power BI. This means users cannot view detailed information about column headers directly. Fortunately, there’s a workaround to address this limitation, which we’ll explore in this blog post. The method we are going to use is the Action buttons. We will add an action button to column headers, and the action button will have a tooltip that shows header details. Please find a step-by-step guide for the same – 1.       First, we need to insert a button. Here I have used a blank button since I want to show the tooltip when the user hovers through a particular column area, but you can use any of the buttons based on your choice. 2. Now, go to the button visual settings, turn on the action button, set the type to bookmark with None as an option, and specify the tooltip. Conclusion In this blog post, we discussed adding tooltips to the column headers to give users more context. we hope you found this blog post helpful! If you have any questions or want to discuss further, please contact us at transform@cloudfronts.com.

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Gain Business Insights faster by generating Power BI Reports quickly with just 1 click in Dataverse

Hi All, I’m going to show a useful feature that you can leverage to view and create instant Power BI visuals that is generated automatically based on the current view. Documentation Link Just an example: How it looks Steps to achieve this: Step 1: You need to enable this feature in Model-Driven App itself Edit Model-Driven App -> Settings -> Features -> ‘Enable Power BI quick report visualization on a table‘. Save and publish the settings Note: You also need ‘TDS endpoint‘ enabled in the environment feature settings Step 2: Refresh your browser and navigate to any table records view ( I took cases in the example) Step 3: Click the ‘Visualize this view‘ button on the command bar Note: You need to add the necessary columns in the current view if you want to show those columns in Power BI Reports Step 4: You can now see the Report generated automatically within a few mins. You can save these Reports if all necessary information is displayed here. Hope this helped you get faster Business Insights with auto-generated Power BI visuals.

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Download SSRS report as a PDF with Power Automate – Part 2

In this blog, we will see how to extract the value for PdfDownloadUrl so we can load it into another request and get our PDF.

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Download SSRS report as a PDF with Power Automate – Part 1

In this blog, we will see how to retrieve PDF Download URL from the console using the SSRS report. Step 1 – Create a new flow and set the trigger to Manually trigger a flow. Step 2 – After you have your trigger, you need to add two inputs to it, Report Name and Report XML. Step 3 – Then, add a List Rows action from the Dataverse connector and configure it to lookup the report by the Report Name.  Step 4 – Setup the report viewer – We do this using the HTTP with Azure AD connector, specifically the Invoke an HTTP request action. Step 5 – We need to authorize our connection to use this action. If you’re using Dynamics 365 online, grab your CRM URL (including https://) and paste it in for both Base Resource URL and Azure AD Resource URL. Method POST Url of the request /CRMReports/rsviewer/reportviewer.aspx Headers Content-Type: application/x-www-form-urlencoded Body of the request id=report&iscustomreport=Custom Report&reportnameonsrs=Name on SRS&CRM_Filter=encodeUriComponent(ReportXML)&reporttypecode=Report Type For encodeUriComponent – Use the following encodeUriComponent(triggerBody()[‘text_1’]) Step 6 – Extract the PdfDownloadUrl from the Report Viewer page. Let’s extract the value for PdfDownloadUrl so we can load it into another request and get our PDF. We’ll do this in 3 parts in Part 2.

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Using the Power BI Report Builder to create and publish paginated reports.

Power BI Report Builder is a great tool to create paginated reports which can be easily printed in a proper page layout. If you used to work in SSRS Report Builder, the whole environment will look familiar. Plus Power BI report builder is a very light tool and has additional features such as directly importing a data source from an existing PowerBI report from any workspace, publishing these RDL reports to existing PowerBI workspace and embedding existing paginated reports into PowerBI dashboards. In this blog we will see how to create a report using the Power BI Report Builder. You need to download the Power BI Report Builder first, for that go to app.powerbi.com and click on the ellipses beside your profile After clicking on the Download option select the Paginated Report builder option. Install the downloaded setup file. Sign into the report builder. You can open the tool from Start Menu and right away start creating reports by adding data from the following data sources. For this blog I am using a dataset of existing PowerBI report. Navigate to the dataset of desired report in PowerBI service, click on the ellipses sign and select Create Paginated Report. Wait for the report to get processed. Open the downloaded RDL file. Since we directly imported our data source from an existing PowerBi report we don’t have to add a data source again. However we have to configure the dataset table. Right click on Datasets and select Add Dataset Choose the Data source from which the dataset should get its Data. Click on the Query Designer and wait for it to load. On the left pane you can see all the fields from the Data source. Drag the fields that you’ll be using in the report and execute the query. After previewing the dataset, click on OK You can view the dataset and its fields now in the left pane. You can insert various visuals from the Insert tab on the ribbon and populate them with fields from the dataset. After finalizing the design and features of the report, you can preview it by clicking on the Run button in the top left corner of the window. You’ll now see your paginated report, to exit this view click on Design button on the top left corner. You can also publish this report in your PowerBI Service Workspaces, However publishing requires a PowerBI Premium License. Thank you for reading, Hope this blog helped

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How to create Date table using M query

Posted On December 13, 2021 by Yogesh Gunjal Posted in Tagged in ,

You Might have seen the other ways to create the DateTable in Power BI using m query by adding two Custom columns such as startdate and enddate and then using DateRange function you can populate the dates between startdate and enddate However, in this blog, we will see the M query that enables you to create the datetable on user define the start and end date using parameters Step 1: Open the Power BI desktop application and then select the option Transform Data Step2: Click on the new source. then select the Blank query option from the dropdown Step3: Click on Advanced editor and paste the below query Step 4: After clicking on ok you will see the input fields to enter the start and end date Step 5: Enter the dates required and then click on Invoke You can see the new table is create for given date range Hope this helps you!! Thank You

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Full Outer join Using DAX in Power BI

Thinking of full outer join in Power BI what comes first in your mind? How can we achieve full outer join in Power BI? Common Answer will be the “Use Merge Query” Option in Power Query Window. However, I would like to tell you that we can use DAX to achieve Full Outer Join. Full Outer Join = left Outer Join + right Anti Join Customer Table: Order Table: Click on new table and write the below DAX: DAX for Full Outer Join of Customer and Order Table: Result: Hope this helps!! Thank You!!

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Display Horizontal Page tab in Power BI web

In Power BI Desktop app and when we edit the report on Power BI workspace, page tab visible at bottom, but when we publish the report on to the Power BI Service then it is visible on left side. We can change the Tab Position in the Power BI web as well, to do that we can follow below steps. 1.Go to report setting 2.Enable the option of Pages Pane enable the button and save the changes. And when we open the report tabs will be visible at the bottom. Hope this helps!

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Export Power BI data to CSV via Power Automate visual and upload to SharePoint

After PowerAutomate was added in PowerBI as a preview feature, it is finally available for general use. In this blog we are going to use this PowerAutomate visual to export PowerBI data into CSV and upload the CSV on Sharepoint. Open PowerBI Desktop and drag the PowerAutomate Visual, if it isn’t available in the visualization pane update your PowerBI Version. Now add the columns, you need in your CSV file. Click on the ellipsis button on the visual and select edit. Create new flow and select instant cloud flow. A default PowerBI trigger would be created, click on add new step. Search “Compose” action in the search bar and select it as we have to compose PowerBI Raw data first. In the Inputs select PowerBI Data. After composing we have to convert this data into CSV, therefore add “Create a CSV table” step and add previous output. Now we have to upload this CSV into sharepoint so we will add a step to create a sharepoint file. Enter the Sharepoint address, Folder Path, give the file any name desired and put “.CSV” as suffix. Save and close the map. To run the flow, press Ctrl and left click. As you can see the file in SharePoint is created. Thanks for reading, hope this blog helped!

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