Adding a Power BI Dashboard to Dynamics 365

Dynamics 365 can show a whole Power BI dashboard. To do this, create a dashboard in Power BI. Then, in Dynamics 365, select New->Power BI Dashboard: You will see your dashboards, with the option to enable for mobile: Click Save. The dashboard will now appear fully in Dynamics 365.  

Dynamics 365 Process Analyzer Content Pack

To install the Process Analyzer content pack, select Get Data and under Services select Get: Search for Process Analyzer: Enter the URL for your instance: This will install the process content pack: You can then use this in Dynamics 365 as a dashboard or tiles.

Power BI Pin Visual from Dashboard to Dashboard

You can pin an existing visual in Power BI from one dashboard to another. Here, I have a dashboard called MSFT with one visual showing stock data: Hover over the visual and select pin: You will be presented with the Pin to dashboard prompt. Select an existing dashboard or create a new one: The visual will now be copied to the new or existing dashboard:  

Creating Power BI Apps and App Workspaces

App Workspaces are a place to colloborate in Power BI and also create new Power BI Apps. Go to App Workspaces in powerbi.com and select Create app workspace: Enter group details and add group members: Note the group options available: Save the group. A new workspace is created: Open a Power BI Desktop project and publish to the new group: In Power BI, you will see the new Reports and Datasets: Pin a report … Continue reading Creating Power BI Apps and App Workspaces

Take That for Data: How Analytics is Changing the NBA

Last week saw the end of an entertaining NBA playoff series between the Memphis Grizzlies and the San Antonio Spurs. The Spurs ended up winning the series 4-2. One of the series highlights came off the court, when Grizzlies coach David Fizdale went on an epic rant in a post-game interview, stating various statistics and concluding the officiating in the game was biased. He finished the interview with the words “Take that … Continue reading Take That for Data: How Analytics is Changing the NBA

Power BI Audit Log

Power BI has an Audit Log capability, where interactions in Power BI are captured and logged. This is useful for companies requiring compliance. In order to active it, go to the Admin portal: Select the link: You will see the screen below. Select “Start recording user and admin activities”: Select Start Recording User and Admin Activities: You may need to wait a few hours for the system to be enabled. Once … Continue reading Power BI Audit Log

Salesforce Content Packs for Power BI

To install the Salesforce content pack for Power BI, go to log into powerbi.com and from the bottom left, select “Get Data”: Select Services: Search for Salesforce. Select Salesforce Sales Manager->Get Now: If you are authenticated, select Allow: The new dashboard will load: With new underlying reports: Select Salesforce Sales Rep->Get Now: Select Salesforce Reports->Get Now: Connect to Salesforce: Enter your Salesforce credentials: You may see below:  

Power BI Forecasting and Analytics

Power BI has a forecasting capability that can be applied to line charts. To use the forecasting, create a line chart, for example like the one below showing MSFT stock prices: Under the Visual properties, go to the Analytics tab and you will see Forecast. Add a new forecast: You may see this message below if the data is irregular. In our case, we can filter the data to show … Continue reading Power BI Forecasting and Analytics

Publishing from Excel 2016 to Power BI

You can publish from within Excel 2016 to Power BI. To do this, go through the following steps. In Excel 2016, create a new spreadsheet with data. Then, go to File->Publish: Select Save to Cloud, to save to One Drive for Business: Save the file. Next, Publish to Power BI: You should see a success message: A new dataset will be created (no report or dashboard): Go to Schedule Refresh. You will … Continue reading Publishing from Excel 2016 to Power BI

Power BI Direct Query Limitation

To use direct query mode, select your supported data source and then DirectQuery: Click OK and you will then be able to select your tables: From here, you can work with the data source by adding new custom columns, measures and calcuated columns and define new relationships from the connected data and also other data sources. You will have a limitation on additional Direct Query data sources. If you add a new … Continue reading Power BI Direct Query Limitation