Software + Imagination
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:
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
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
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
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
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
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, select the field, go to Modeling and change the Data Category to Web URL: These fields … Continue reading Converting a URL Field in Power BI from Text to Hyperlink to Icon
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
Power BI Dataflows are a feature of Power BI that allows organizations to unify data from various sources, prepare the data for consumption, and publish for users to consume in Power BI. Dataflows connect to multiple familiar data sources such as Excel, Dynamics 365, Salesforce and databases, then transform the data within a web browser so it is ready for use in reports and dashboards. The end result is a … Continue reading What Are Power BI Dataflows and How to Use Them (with Dynamics 365 and Common Data Model)
To install the Table Heatmap Visual by Microsoft for Power BI, first open Power BI Desktop, and under Visualizations, select Import from marketplace: Find the Table Heatmap and click Add: Click Add again: Click OK, the visualization is now imported: Now under Visualizations, you will see the new Table Heatmap icon: Select it, and add a Category and Y. We will select the Category as our Month, and the Y … Continue reading Installing and Using the Table Heatmap Visualization for Power BI