Category: Power BI

In this post, we will connect Power BI Desktop to a website to pull down data from the website into Power BI so we can use it for analysis. Open Power BI Desktop and select Get Data->Web: Enter a website URL. For example, I have a page that contains a table of Orders sample data. This is located at https://carldesouza.com/sample-date-orders-table-2019/: Copy the URL and paste it into the Power BI URL … Continue reading Connecting Power BI to a Website to Import Data

In Power BI, report authors can use themes in reports to keep the color palette consistent across visualizations. Let’s look at how to use themes. Below is a pretty simple report. Note in the navigation bar there is the Switch Themes button: Clicking it, we see there are several themes available, including: Default City park Classroom Colorblind safe Electric High contrast Sunset Twilight We are currently set to the default … Continue reading Using, Loading and Creating Report Themes in Power BI

In Power BI Desktop, there is the option to display contents using a monospaced font, where each character has the same space. To do this, open your report and go to the Power Query Editor. Click the View tab, and you will see Monospaced: With this unchecked, we can see that our Id field is not aligned in our grid: On checking it, we can see that the field is … Continue reading Display Preview Contents using a Monospaced Font in Power BI

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 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

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