Power BI Publisher for Excel

The Power BI Publisher for Excel adds many features for business intelligence in Excel, including being able to analyze data from the Power BI service in Excel and being able to publish Excel image snapshots to Power BI. To install it, go to https://www.microsoft.com/en-us/download/details.aspx?id=50729 Note the supported versions of excel: Excel 2007, Excel 2010, Excel 2013, Excel 2016 Select the version you want to install: Run the exe:   Open Excel and … Continue reading Power BI Publisher for Excel

Power BI and Office 365 Groups

In Office 365 Admin, select the Groups icon, or type in Add a group: From here, you will see all existing groups: Select Add a Group: Select the group type: Enter the group information and Save: Group added: You can then edit the group, add members etc: Now, in Power BI, you will see the new Power BI Group:    

Assign Power BI Licenses

To assign licenses to Power BI users, do the following. In the Office 365 Admin Portal, select Billing: Select Add Subscriptions: Scroll to find the licenses for Power BI Pro and Power BI Free: Select an option: Go to Subscriptions and you will see Power BI: Select a user and assign license:

Power BI Admin Portal

To access the Power BI Admin Portal, first ensure you have Power BI Service Administrator role in Office 365. When you log into powerbi.com, under Settings you will then see the Admin portal: From here, you will see different features. Usage Metrics: Manage users: Audit logs: Tenant settings:  

Power BI Service Administrator Role

In order to administer Power BI, there is a role in Office 365 that allows a user to be a Power BI administrator without having to have higher admin rights in Office 365. This role is called Power BI Service Administrator. To assign the role, log into https://portal.office.com and log into the Admin portal. Select Edit a User to edit an existing user: Select the user and next to Roles select Edit: Click Save. To do … Continue reading Power BI Service Administrator Role

Row Level Security (RLS) in Power BI

In Power BI you have the ability to implement row-level role-based security. What this means, is you can restrict data to certain users based on what role they are in. Here, we will go through an example of implementing role-based security. Let’s start with our data set. A simple Accounts table with a State field: In Power BI Desktop, import the data. Then go to the Modelling tab and you … Continue reading Row Level Security (RLS) in Power BI

Power BI PubNub

To create a Power BI streaming dataset using PubNub, perform the following steps. Firstly, log into powerbi.com. In the bottom left of the screen, select Streaming datasets: Then select + Add Streaming Dataset: Select PubNub: Enter in information to connect to PubNub: Click Create: Go to the dashboard you want to see the data and select + Add tile: Select Custom Streaming Data: Select our dataset, PubNub Sensor and click … Continue reading Power BI PubNub

Power BI Desktop Data Refresh Issue

I had an issue recently where the data in my dataset was not making it’s way to the Power BI Desktop report. Basically, there were some records I was looking to see on the report but they weren’t there. I looked at the report filters and could not see anything that would restrict the records. I had added a new column to the dataset, which appeared successfully on the report, but the data just … Continue reading Power BI Desktop Data Refresh Issue

Display Power BI Tiles in Microsoft CRM

Microsoft CRM now has the ability to embed Power BI tiles. This means, Microsoft CRM users are able to view Power BI report charts directly from within Microsoft CRM, without having to leave the application. To do this, perform the following steps. Firstly, enable Power BI in Microsoft CRM. To do this, go to Settings->Administration->System Settings and go to the Reporting tab: Set “Allow Power BI tile embedding to “Yes” Create a … Continue reading Display Power BI Tiles in Microsoft CRM