Automatically Detect Data Types in Power BI

In Power BI Desktop, we can automatically detect data types of the fields we are importing. This is useful in that we don’t need to go through every field and define its type. This feature can be turned on and off. Let’s go through an example of how to use it. In Power BI, go to File->Options and Settings->Options: Select Data Load, and under Type Detection you will see Automatically … Continue reading Automatically Detect Data Types in Power BI

Changing How Visualizations Interact In Power BI

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

Downloading and Installing Power BI Report Builder

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

Converting a URL Field in Power BI from Text to Hyperlink to Icon

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

Get Power BI Email Alerts for Reports and Dashboards Daily, Weekly or After Data Refresh

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

What Are Power BI Dataflows and How to Use Them (with Dynamics 365 and Common Data Model)

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)

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