Display Preview Contents using a Monospaced Font in Power BI

In Power BI Desktop, there is the option to display contents using a monospaced font, where each character has the same space. To do this, open your report and go to the Power Query Editor. Click the View tab, and you will see Monospaced: With this unchecked, we can see that our Id field is not aligned in our grid: On checking it, we can see that the field is … Continue reading Display Preview Contents using a Monospaced Font in Power BI

Finding Which Region Your Power BI Data is Stored In

To find which tenant region your Power BI data is stored in, log into the Power BI service at https://powerbi.com and click on the ? icon. Select About Power BI: You will see Your data is stored in, which shows the tenant region:  

Assigning Power BI Service Administrator Role in Microsoft 365

The Power BI Service Administrator Role allows users to access the Admin Portal in the Power BI Service. To assign the Power BI Service Administrator role to a user, go to the Microsoft 365 Admin Center at https://admin.microsoft.com/. Select Users->Active Users: Select Manage Roles: You may need to select Additional Roles. Check Power BI Service Administrator. This is described as “Can manage all aspects of Power BI except license assignment. This … Continue reading Assigning Power BI Service Administrator Role in Microsoft 365

How to Export Power BI Reports to PDF and PowerPoint

Power BI has an option to export reports to PDF and PowerPoint, which is very useful if you would like to share the reports in a static way with other people. To export a Power BI report to PDF or PowerPoint, first open the Power BI Report in the Power BI Service: Next, click File and choose Export to PDF: You will see the window: With options Current Values (exports … Continue reading How to Export Power BI Reports to PDF and PowerPoint

Using the Power Query (M) Builder for XrmToolBox to Generate M Code for Dynamics 365

In this post, we will look at using the Power Query (M) Builder in XrmToolBox, developed by Mohamed Rashid and Ulrik “CRM Chart Guy” Carlsson. This tool is a great way to quickly help build Dynamics 365 reports in Power BI. It generates M queries with and without FetchXML as well as handles fields such as option sets. To install it, open the XRMToolBox and find the Power Query (M) Builder app. … Continue reading Using the Power Query (M) Builder for XrmToolBox to Generate M Code for Dynamics 365

Automatically Detect Data Types in Power BI

In Power BI Desktop, we can automatically detect data types of the fields we are importing. This is useful in that we don’t need to go through every field and define its type. This feature can be turned on and off. Let’s go through an example of how to use it. In Power BI, go to File->Options and Settings->Options: Select Data Load, and under Type Detection you will see Automatically … Continue reading Automatically Detect Data Types in Power BI

Changing How Visualizations Interact In Power BI

In Power BI, visualizations can interact with each other based on user selections. For example, let’s say we have 2 visualizations on a Power BI report, Sales by Account and Sales by Name: If a user selects a name on the right, it will filter the account on the left, as a user belongs to an account. Selecting Darren Parker filters the account to Woodgrove Bank: Now let’s say we … Continue reading Changing How Visualizations Interact In Power BI

Downloading and Installing Power BI Report Builder

Power BI Report Builder is a downloadable Windows application that allows you to build paginated reports. In this post we will show how to download and install it. First download Power BI Report Builder at: https://www.microsoft.com/en-us/download/details.aspx?id=58158 and click Download: Note you can also download it from the Power BI Service: Open the downloaded PowerBiReportBuilder.msi file: Click Next: Click Next: Click Next: Click Install: Click Finish: Open Power BI Report Builder: Report Builder … Continue reading Downloading and Installing Power BI Report Builder

Converting a URL Link Field in Power BI from Text to Hyperlink to Icon

In Power BI, your data may contain a hyperlink to a webpage. For example, consider the query of Companies below that has a company name and website field: In Power BI, selecting these fields on a report will produce a text field for the hyperlink: To tell Power BI that this is a URL link, select the field, go to Modeling and change the Data Category to Web URL: These … Continue reading Converting a URL Link Field in Power BI from Text to Hyperlink to Icon

Get Power BI Email Alerts for Reports and Dashboards Daily, Weekly or After Data Refresh

In Power BI, you can subscribe to reports or dashboards on a schedule or after data refresh. This is very useful if you would like to see a snapshot of the report without logging into Power BI. For example, if you want to see the leads generated each day, you can get this report sent automatically to your email. To do this, go to the report or dashboard. Click Subscribe … Continue reading Get Power BI Email Alerts for Reports and Dashboards Daily, Weekly or After Data Refresh