Installing and Using the Timeline Slicer Visual for Power BI

The Timeline Slicer is a Power BI visualization built by Microsoft that allows for dragging of a timeline slider to set date ranges on your reports. To install the Timeline Slicer, you can add the visual by downloading the file, or install it directly in Power BI through the Marketplace. We will go through each. Installing through File Browse to: https://app.powerbi.com/visuals?WT.mc_id=Blog_Visuals You should see the Timeline Slicer by Microsoft in the … Continue reading Installing and Using the Timeline Slicer Visual for Power BI

Power BI – Analyze in Excel

In Power BI, we have the ability to analyze report data in Excel. There are several ways to access this functionality. For example, select a data source and then Analyze in Excel: Alternatively, select Reports and then Analyze in Excel: Or, go to Apps and select your app: Select View Related: Select the Analyze in Excel icon: Once you select Analyze in Excel, you will see “First, you need some … Continue reading Power BI – Analyze in Excel

Using Quick Insights in Power BI

Quick Insights are a feature of Power BI that analyses data sets and finds patterns, trends and outliers. Once your data is uploaded to the Power BI cloud, you can use the Quick Insights feature. Using it is simple. First log into https://powerbi.com. Go to a report you have created in your app workspace and select the Quick Insights icon: Alternatively, select the Dataset and View Insights. The insights actually … Continue reading Using Quick Insights in Power BI

Creating a Report in the Power BI Service

To create a report in the Power BI Service, go through the following steps. Log into https://powerbi.com and select your app workspace: Click on Dataset and select a dataset. If you do not have one, create one. For example, to create a dataset from an Excel file, select + Create ->Dataset: Under Files, select Get: Select Local File. I have a customers.csv file I will upload: The dataset will be … Continue reading Creating a Report in the Power BI Service

Creating a Dashboard from Within Power BI Service

To create a dashboard in the Power BI service, go through the following steps. First, select your workspace: From the top right, select Create->Dashboard: Provide a dashboard name, e.g. Carl’s Dashboard: You will see a blank screen with options. Select + Add Tile: You can select from: Web Content Image Text box Video Real-Time Data Web Content Select web content. Click Next: Here we can add web content such as … Continue reading Creating a Dashboard from Within Power BI Service

Power BI Home – Exploring the Features

Power BI has now moved into a preview feature. In a previous post, I spoke about the announcement of Power BI Home and what it means. In this post we will explore using the new home. We can see the welcome message – “Everything you need in one place: Your top visuals are displayed for easy consumption. Your favorites, frequents, and recents are close at hand. And you can explore learning … Continue reading Power BI Home – Exploring the Features

Deep Dive into Comments and @Mentions in Power BI

Power BI announced a new collaborative feature of allowing users to provide comments in dashboards as well as to specific visuals. In this post, we will look at how to use this new feature. First, sign into https://powerbi.com and select an app. We will open the Sales Analytics for Dynamics 365 app: This will open a dashboard: In the toolbar, you will see Comments. Select it: On first selecting, you will … Continue reading Deep Dive into Comments and @Mentions in Power BI

Thinking of Learning Power BI? Check Out My Top Learning Resources

Thinking of learning Power BI? Below is a list of my favorite resources where you can quickly and easily learn Power BI. All are free, except the paid courses as mentioned at the end. 1. Guy in a Cube Guy in a Cube is a YouTube Channel by Microsoft employees Adam Saxton and Patrick LeBlanc: The guys do a great job of making Power BI both easy to understand and making … Continue reading Thinking of Learning Power BI? Check Out My Top Learning Resources

Power BI – Year over Year (YOY) Reports using SAMEPERIODLASTYEAR

In Power BI, we may want to compare periods with our data to create reports such as year over year comparisons. Power BI offers several DAX time intelligence functions. In this post we will look at SAMEPERIODLASTYEAR. Let’s say we have an Orders table that contains orders for the last 2 years. The table contains an Order Date and a Ship Date: We also have a standard Dates table. Now let’s … Continue reading Power BI – Year over Year (YOY) Reports using SAMEPERIODLASTYEAR

Getting Started with Power BI – What is Desktop, Service, Free, Pro, Premium, Embedded and Mobile

Power BI is Microsoft’s cloud-based Business Intelligence Suite. Understanding how the pieces fit together can be a little challenging. In this post, I will discuss what Power BI is and how all the pieces fit together. Power BI consists of: Power BI Desktop Power BI Service Power BI Report Server Power BI Mobile Let’s look at each of these. Power BI Desktop Power BI Desktop is a downloadable tool that … Continue reading Getting Started with Power BI – What is Desktop, Service, Free, Pro, Premium, Embedded and Mobile