Category Archives: Power BI
How to Sync Slicer in Power BI?
This blog will explain how to synch Slicer in Power BI desktop. In slicer syncing, all the pages where slicer has been applied will get synchronized. How to apply slicer syncing? Step1: Select “Date Selection” slicer > Open View Menu > Click “Sync slicer”. Step 2: When we click on slicer syncing it will open the setting for the slicer. Based on our requirement we can select the different combinations to apply slicer and it will get synch across all tabs. Hope this helps!
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Remove Duplicate in Power Query
One can make better and faster-informed decisions when they use Microsoft Power BI Integrations. The business data that is there on your systems have a lot of information that can help you to scale up your business. You can unlock its true potential when you use business intelligence software. Microsoft is the leading company when it comes to creating products that help a business to expand beyond leaps and bounds. It is easy to learn and use. But, unfortunately not many people struggle with the software once they install it as they do not know how to use it. For example, removing duplicate in power query might look like a real struggle if you do not know how to do it. In this blog, we are going to see how to remove duplicate from the column using Power Query, as we know that we can directly apply a transformation on the column and then use remove duplicate. But there is situation when remove duplicate does not work. Situation 1:- Consider the following scenario, we have the same GUID but the case is different in that case duplicate will not get removed. Solution:- Power Query is case sensitive language here both abcdefg123 and Abcdefg123 are considered as different. If you are going to do remove duplicates despite their case of letters, then you have to apply a transformation to change them all to one case; either UPPERCASE or lowercase. Situation 2:- In other scenarios sometimes we have data with leading or trailing space is present so changing it to UPPERCASE, you would still have the extra space, which makes the two texts differ. So, to deal with that we have to use Trim Transformation to remove extra space.
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How to set the default value in Report filter pane?
Microsoft Power BI Integrations, in a nutshell, is nothing but a Power BI (business intelligence) software that provides a business analytics solution. It helps companies to visualize their data and to share observations and insights across all the departments in the organizations. Management teams can make crucial decisions based on the information that comes from these reports. Your decision making is going to be a lot better and faster when you use this particular software. In other words, it is going to make the life of every employee better as they can see where they are doing well and where exactly they need to improve. Companies can scale up high using the data. Here’s everything that you would want to learn about this product In this blog, we are going to see how to set the default value for value in report filter pane in Power BI. Sometimes we came with a requirement to set default values in a day filter to Current Month as default. Since we cannot use DAX in report level filter directly but we can work around this issue in the following way by creating the following DAX Default Filter = IF(MONTH(Calendar[Date])=MONTH(NOW()) && YEAR(Calendar[Date])=YEAR(NOW()),”This Month”,””) You can drag the filter in the report level filter and select the value as “This Month”.
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How to embed Power BI Report in Python Web application
In this article, we will embed a Power BI report in a python web application. Following are the steps to embed a report. STEPS: Go to Power BI web service and open the report that you want to embed in your web application, then click o the file menu and select the Embed option. The following window will pop up. Now copy the highlighted URL and save it somewhere you will need that URL later. Also copy the iframe tag in your web application’s front end logic. You can also adjust the height and width of the iframe. Now open the .py file where your routs are set. Now copy the highlighted URL and assigned it to one variable as shown below. Now remove the URL of iframe and replace it with the variable in the following way. you have to enter your Power BI credentials. The final output will look like this.Hope this helps.
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Power BI Platform
Introduction: Microsoft has introduced a new platform to access the different app and analytics. You can access your different environment. 1. Power BI 2. Power apps 3. Flow Currently you might have opened few cases using this platform but there are lot more than that we can do. This is in preview mode can be available soon. Description: You can open the portal using below given URL “https://admin.powerplatform.microsoft.com/.” Once you open the portal you will be able to see the default page shown below. As you seen in the above screen shot it show open cases. Navigation menu As you can see the navigation menu contains the familiar components. Help and support This contains the cases open with Microsoft. Analytics This shows the analytics or various apps Environments User can easily navigate to the respective environment, as you can see in the below. Analytics Below details which can be viewed from the Common Data Service. Common Data Service Microsoft Flow As I don’t have any flow it is not showing anything. PowerApps Data policies You can develop your own data policies. Admin center You can navigate to the various application from the admin Center. Dynamics 365 Thi will navigate you to the Dynamics 365 instances. Microsoft Flow This will take you to the Microsoft Flows apps. Power Apps This will take you to the Apps associate with you organization. PowerBI You can view your PowerBI Reports.
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Power BI Custom Visual Sorting
Sorting can be used for defining an order direction for your Custom Visual. There are 3 different ways using which you or a user using your visual can sort your visual. They are as follows: Default Sorting: This is the easiest sorting option and gives users the ability to sort the visual by any field used in the visual. The following code needs to be added to the capabilities.json file. “sorting”: { “default”: { } } After this the user will get the below sorting option: Implicit Sorting: Implicit Sorting can be used for pre-defining your sorting order in your capabilities.json file. Here, the user cannot manually change the sorting order. This can be done with the following code block where direction 1 is ascending and 2 is descending. Role is the data mapping name for which you would like to define your sorting. “sorting”: { “implicit”: { “clauses”: [ { “role”: “category”, “direction”: 1 } ] } } Custom Sorting: Custom sorting can be used for defining sorting in your visual.ts file and not in the capabilities.json file. Since you are defining your sorting order in your code, you can use various different logics to define your sorting(For example, you can define a formatting toggle option in the format pane that will sort the visual when turned on). A simple codeblock that can be used for sorting your datapoints in ascending order is as follows. sort((obj2, obj1) => { if (obj2.category< obj1.category) return -1 else return 1; }); With so many options available, it is pretty easy create a visual just the way the user wants.
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Time Based E-mail subscription in Power BI
Time based E-mail subscription feature is available for all Power BI Reports and Dashboards, For both in Power BI Pro and Premium Subscriptions. Now, you can set up an email subscription to run daily, weekly or any specific day of the week. Also, you can schedule for a particular time of the day. You have the flexibility to set it on the schedule you need. Now you can schedule a data set refresh at certain time and you can schedule subscription on another time. To set the Subscription, Click on the “Subscribe” button in toolbar above the dashboard or report. You can create a new email subscription, or you can edit the existing subscription email. Now, we will see subscription by default as in time-based schedule. Refer below screen capture: Now you have option to select frequency option as Daily, Weekly and After data refresh (once daily).
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Hide table or column in Power BI
Introduction: In this article we will read on how to hide a table or column in Power BI Web Service. Scenario: I have a Power BI Report with 3 Tables; Orders, People and Returns. I want to hide People table when I am publishing the Power BI Report on Power BI Web Service. Steps: Open Power BI desktop file. Right click on the table or column you want to hide Select Hide. Voila! You are done. The Table People we not be visible in the Fields section of Power BI Desktop file. You can find the table in the Modelling view as a Grey table.
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PBIVIZ Single Line Toggle Format Option Tip
We can add various Visual Formatting Options while developing a Power BI Custom Visual. One of them is the Toggle feature which is useful for adding or removing particular abilities to your visual or perform any similar boolean operations. The json bit for the toggle option looks like this. By default when you add a toggle option, the option is available under a dropdown. To access the toggle option you will always have to click on the dropdown arrow. There is a neat little trick that can make you access the toggle button directly rather than clicking on the dropdown button every time. You only need to change the required toggle property name to “show”. Note: The object name for the toggle option needs to be changed to “show” in the visual.ts file as well. Your toggle option should look like this now!
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Scribe Error while integrating from Salesforce to Microsoft Dynamics NAV
Introduction: Recently, we encountered an error while integrating Sales Orders from Salesforce to Microsoft Dynamics NAV via Scribe displaying the following error message. Error Details: “The Sales Header Extension does not exist. Identification fields and values: Document Type=’Quote’, No=’ ‘ ” Reason for the error: Upon further debugging, we found that a field in the Target NAV environment was throwing the error when Scribe was trying to input data into it. Solution: The configuration of the field in the Target NAV environment needs to be changed so that it can populate data being integrated by Scribe. This will allow Scribe to integrate the record successfully!
