To find the Power BI Desktop version you are running, click on the Help tab and select About. Here you will find the Version: To find out if you are on the latest version of Power BI Desktop, go to: https://docs.microsoft.com/en-us/power-bi/desktop-latest-update Below is the highlighted version, which shows my installation is due for an update. To update, download the latest version at: https://powerbi.microsoft.com/en-us/desktop/
In Power BI Desktop, there is a feature to Enter Data. This is useful if you would like to add some ad-hoc data that does not come from a data source. For example, you could create a simple table with some columns and rows, and then use that as you would with other tables in Power BI. To do this, in a Power BI Desktop project, select Enter Data: This … Continue reading Power BI – Enter Data and Edit Data
I recently came across an issue with using dates in Power BI with column charts. Here we will go through the issue and how I resolved it. Perhaps someone out there will have more insight! The first thing I did, was create a new Power BI Desktop project. To minimize the room for error, instead of pulling data from an external data source (the problem actually started this way), I … Continue reading Power BI Dates in Column Chart Issue
In Power BI, there is a DAX function called USERELATIONSHIP. This is particularly useful when you need multiple relationships between tables. Here we will go through an example of how this works. Consider a typical example, where you have an Orders table with different dates such as the Order Date (i.e. the date the order was created) and the Ship Date (i.e. the date the order was shipped). You would … Continue reading Power BI and DAX – USERELATIONSHIP to work with Multiple Dates
In this post we will discuss how Dynamics 365 and Power BI deals with data security. For example, you may have Dynamics 365 salespeople that are allowed to see their own data, but not other salespeople’s data. We will look at an example of how Power BI deals with this. We have 2 users – Alan and Christa. Both users are assigned the Salesperson role. With this role, they can … Continue reading Power BI and Dynamics 365 Data Security
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.
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.
In Power BI, a common requirement is to display progress towards meeting a goal. For example, if you want to track monthly progress of salespeople vs their targets. To do this, first create a new Power BI report. In our example, we have 2 tables: Goals – which holds the targets for each salesperson Sales – which holds sales transaction records We will keep this simple and not use dates. … Continue reading Goals and Targets in Power BI
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:
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