Installing and Using the Table Heatmap Visualization for Power BI

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

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

Building Your First Power BI Report for Dynamics 365

Power BI can connect to Dynamics 365, so we can build reports connecting the two systems. In this post, we will go through building your first Power BI report connecting to Dynamics 365. The steps we will go through to build a report are: Connect Power BI Desktop to the Dynamics 365 Web API Remove Columns and Add Columns through Power Query (M) Create Relationships and Build the Report Publish … Continue reading Building Your First Power BI Report for Dynamics 365

Installing and Using the Word Cloud Visualization for Power BI

To install the Word Cloud Visual by Microsoft for Power BI, first open Power BI Desktop, and under Visualizations, select Import from marketplace: Find Word Cloud and click Add: Click OK: Now under Visualizations you will see the Word Cloud icon: Select it. In our example, our Opportunity records have a name field, which describes customer opportunities. We will use that as the Category of the word cloud. You can … Continue reading Installing and Using the Word Cloud Visualization for Power BI

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