Category Archives: Power BI
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!
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Steps to Import Power BI Custom Visual
Introduction: There are plenty of different custom visuals available outside of Power BI that can be used by anyone to develop some powerful visuals for free. These visuals can be downloaded from the Power BI AppSource marketplace and added in your reports. All of these visuals have also be approved by Microsoft. Steps to Download a Custom Visual: Following are the steps to download and use a Power BI Custom Visual in Power BI Desktop: Open the AppSource and select Power BI Visuals For this demonstration, I will be downloading the Dial Gauge which is a custom visual developed by CloudFronts Select on Get it now(You will have to log in with your Microsoft email id) . A pbiviz file will be downloaded. Open your Power BI Desktop and select on the ellipses in Visualizations. Click on import from file and open the pbiviz file you just downloaded. The visual should be visible with your other visuals now To get a little more familiar with the report, you can download the sample report available with the visual on AppSource. This will download a pbix report. The sample report would look something like this. I hope this blog helps you get started with Power BI Custom Visuals. Do check out our Custom Visual DialGauge as well!
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Expand & Collapse Matrix Row Headers in Power BI
There are two ways you can expand/collapse row headers in matrix visualization. First one is through the Right-click menu. You will see options to expand/Collapse the specific record or row you clicked on, entire level or all down to the very last level of the hierarchy. In exactly same way you can collapse row headers as well. Right- Click -> Expand/Collapse Also, you can add +/- buttons to the row headers through the formatting pane under the row headers card. By default, the icons will match the formatting of the row header. Additionally, you can format it with the color and size. Once you have turned on the icons, it will work similarly to the icons of drill-down.
