Category Archives: Power BI
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.
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Power BI Transport Layer Security Settings (TLS)
Introduction: The Transport Layer Security (TLS) is a protocol that provides Secure communications. There are different versions of this protocol with the latest one being TLS 1.2. With all the crazy updates that Microsoft comes with, many of the programs, web services. etc. have enforced TLS 1.2 to be mandatory for communicating over the network. The previous versions of TLS are not supported in many of these programs and sooner or later they will deprecate for sure. Lucky for us, after the October 2018 update, Power BI Desktop now respects this need for TLS 1.2 and recognizes the Windows registry key in your System. You can enable or disable which version of TLS protocol is needed and Power BI will use that version accordingly. Steps to disable older TLS: Open your regedit by searching for ‘regedit’ in the search box of the taskbar Note: Changes in the regedit can cause serious changes in your system. Please take a backup of your regedit before proceeding and import the backup just in case your system starts to act funny. Go to [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.0\Client] and make the following changes [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.0\Client] “Enabled”=dword:00000000 [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.0\Client] “DisabledByDefault”=dword:00000001 This will disable your Power BI from using your older version of TLS 1.0 by default Steps to update your TLS to 1.2 Go to [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.2\Client] and make the following changes [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.2\Client] “Enabled”=dword:00000001 [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.2\Client] “DisabledByDefault”=dword:00000000 This will enforce your applications to use the latest TLS Power BI Desktop will respect the registry keys specified on those pages, and only create connections using the right version of TLS. For further documentation on TLS, you can refer the microsoft document below https://docs.microsoft.com/en-us/windows-server/security/tls/tls-registry-settings
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Filter Error In Excel While Exporting SSRS Report From D365 CRM To Excel
Introduction: Once a User exports a report to Microsoft Excel from a Microsoft Dynamics CRM environment, they may want to further filter the report in Microsoft Excel. Issue: An issue I came across recently was that the report, when exported to Excel, would not allow me to filter in Excel for the first few columns, as shown in the screenshot below. On further testing, I found that this was due to the Title text box above the table. Solution: Once the side of the text box was extended to the very end of the report (as shown above), near the end of the page, Excel allowed the filters to be applied to all columns in the exported SSRS report. That solves it!
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Featured Dashboard in Power BI
Introduction: In this article, we will learn how to set a default dashboard when you login to Power BI Service. Default Dashboard is termed as ‘Featured Dashboard’ in Power BI. Steps for configuring featured dashboard: Login to Power BI Service Open the Dashboard you need to display when you open Power BI Service. Click ‘Set as featured’ on the top navigation bar of your dashboard. A Pop-up window will appear for confirmation. Click on ‘Set as featured dashboard’ button. 1
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Error while exporting SSRS Reports to Excel
Introduction: Recently, we encountered an issue while exporting the SSRS Reports to Excel. In CRM, the SSRS Report was displaying the data correctly but for few filter criteria, we were not able to export the Reports to Excel. On troubleshooting in SQL Data Tools, we found that it was throwing the below error. Error Details: The row item structure object corresponding to a line cannot be null. Reason for the error: We had 2 matrix in our Report one of which had data and another was retrieving no rows according to few criteria. Whenever a matrix is null, you cannot export the Report to Excel as Excel does not render null matrix. Solution: Add a visibility condition on the matrix that if the dataset pertaining to the matrix returns no rows then hide the table. Voila! You are good to go. Happy Reporting!!
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Copying Data From A Table/Matrix in Power BI : September 2018 Update
Introduction The September 2018 Update of Power BI has finally brought to users, the functionality to copy data from a table or matrix in a report. This has been a much-requested feature as one often finds themselves needing to copy a value or columns of data from a report with no option to do so. Steps: Now, if you want to copy a value, several columns in a table or matrix you can do so by following the steps below: Copying one value : Select the value->right-click on the selection -> select ‘Copy Value’ -> An unformatted value will now be added to your clipboard. Copying several columns of data: Select all the data in the required columns->right click on the selection and select ‘Copy Selection’.-> The required data and column headers are copied to the clipboard. In a Matrix, when you select one value->right-click-> ‘Copy Selection’-> All measures required are copied along with the value ( as shown in the screenshot below). Conclusion: This is a long-awaited feature of Power BI and will definitely enhance user experience while navigating and using Power BI reports.
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Count Number of weekends between 2 dates in SSRS
Problem: There is no in-built function in SSRS where we can count the number of Saturdays and Sundays between any two dates in SSRS. This is a needed function for scenarios where we only need to get a count of working days.’ Solution: Following is a formula that can be used for getting an accurate count of weekends. = (((DateDiff (DateInterval.Day, DateAdd(DateInterval.Day,7-WeekDay(Parameters!startDate.Value),Parameters!startDate.Value), DateAdd(DateInterval.Day,7-WeekDay(Parameters!endDate.Value),Parameters!endDate.Value).AddDays(1)) + 1)/ 7)*2) + iif(weekday(Parameters!endDate.Value)=7,1,0) + iif(weekday(Parameters!startDate.Value)=1,1,0) -1 Here instead of Parameters!startDate.Value and Parameters!endDate.Value, you can use any other Start Date or End Date.
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Power BI – Row Level Security
Microsoft Power Bi enables you to find and visualize data, share your findings and collaborate in the modern ways in the form of reports and dashboards. In short, it is a collection of online services and features to enhance your business. Power bi support allows you to migrate huge data from various sites into power bi desktop using the integration process. You can easily edit the data or you can also plan to edit it later after you have imported it on your desktop. Power bi helps you to overcome all your business problems with ease making you stay up-to-date with all necessary and relevant information that is of utmost value for you. The team of experts involved have a huge experience in working with all kinds of businesses across the world. Introduction: Row-level security (RLS) with Power BI can be used to restrict data access for given users. Filters restrict data access at the row level, and you can define filters within roles. Steps: To create on a Power BI Solution, you will start by going to the Modellingribbon and then select Manage Roles. This will launch the Manage roles window where you will select Createto add a new role. After you give the role a new name you can begin assigning DAX filter expressions to it. Click the ellipsis next to the table you would like to apply the filter to and then select Add filter. If you select Hide all rows,then all rows for this table will be hidden (as the name implies) but if you choose a field you can apply a filter to specific values in the table. Once you are happy with your selection, hit Save. To test the security model, go back to the Modellingribbon and select View As Roles. Here you can select the role you want to test and then click OK. This will filter the result to only show your selected roles filters. To stop impersonating this role you can click Stop Viewingto return to seeing the results without this filter applied. The next step is to assign users to the roles, which must be done from the Power BI Service That means you must deploy your model to the Power BI Service first. To do that go to the Homeribbon and select Publish. Once you’ve published to the service login to Power.com and click on the ellipsis next to the dataset you just deployed. In this menu you will select Security. Next, select the role you created and enter the email addresses of the users you would like to have the role assigned to. Click Add after you’ve entered all the users. Once you click Saveon the bottom your security is ready to go! To test it out click the ellipsis next to the role name and select Test as role. This will allow you to now view reports while impersonating this newly created role.
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Power BI September 2018 Update: Drillthrough To Another Report Page
The September update of Power BI features an important functionality: the option to drillthough to another page in that report. For example, if a user wants to see detailed data of a product ‘Product 2’, then they can right-click on Product 2 in the main report, select ‘Drillthrough’ and the relevant sub-report to have it automatically filter the sub-report for Product 2. To do this, open your sub-report page and add any filters you require to be applied when the main report drills through to this report. For example, ‘Product’ and select ‘Used as category’. Go to the main report and select (right-click) on the Product you want to use to drillthrough, click on ‘Drillthrough’ and select the name of your sub-report. This will re-direct you to the sub-report, now filtered by the selected product. Additionally, to go back to the main report, one can simply click the back ( <- ) button on the sub-report. This feature enhances the users’ understanding of the data as well as greatly improves user experience.
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Anil Shah, CEO
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