Category: Power BI

To install Power BI Report Server, go through the following steps. First, download the software at https://powerbi.microsoft.com/en-us/report-server/. Select Advanced Download Options: Select Download: And PowerBIReportServer.exe: Run the downloaded exe and select Install Power BI Report Server: Note the options: Click Next: Click Next: Click Install: Click Configure Report Server: Click to Connect: You are now connected: Click on Web Service URL and Apply: And Web Portal URL and Apply: Click on … Continue reading Installing Power BI Report Server

Let’s look at how to use the CALENDAR and CALENDARAUTO DAX functions in Power BI. First, let’s create some data. In Power BI Desktop, select Enter Data: Let’s create a table with 2 dates, 01/01/2014 and 01/01/2018: Now let’s create a new table from the Modeling tab: We will call it Dates Table. Start typing CALENDAR to see the 2 options: CALENDAR returns a table based on Start and End … Continue reading CALENDAR and CALENDARAUTO in Power BI

As announced at the Business Applications Summit 2018 and shown by Power BI Product Manager Nikhil Gaekwad, Power BI’s user landing page will be revamped as “Power BI Home”. I believe Power BI Home will be impactful in the following ways: Help drive user adoption and engagement Expose users to new and existing content Give users the ability to find data quickly Draw in other users in an almost Slack/Teams … Continue reading Power BI Home

To create an app workspace, log into https://www.powerbi.com. You will see the screen below. Click on Workspaces->Create app workspace: You will see below: Enter a name and description: The workspace will load: You can also access the new workspace under the Workspaces: Go to My Workspace and select the created workspace. Select Workspace Settings: From here, you can change the name and description of the workspace, as well as delete … Continue reading Setting up an App Workspace in Power BI and Assigning User Permissions

In previous versions of Power BI, on installing a Content Pack, dashboard, reports and datasets would be installed in the My Workspace area of the Power BI service: With Power BI Apps, the evolution of Content Packs, these assets are now bundled within the App. Below is an example of an App installed – you can see the user has no Dashboard, Reports and Datasets under My Workspace when the … Continue reading Finding Reports and Datasets in Power BI Apps

In this post we will look at how to share an App with a user in Power BI. Our admin user, MOD Administrator, has installed an app, Sales Analytics for Dynamics 365: We now need to share this with our user, Alan Steiner. When Alan logs in, he sees no apps: Back as Administrator, select the App and click Share: You will see the Share dashboard page. Enter the user … Continue reading Sharing an App with a User in Power BI

Date Tables in Power BI are used to display dates in reports, filter by dates in reports, and use time intelligence functions in Power BI. Date Tables can be created in DAX or Power Query M Language. To create a really simple date table using DAX, you can use CALENDAR or CALENDARAUTO functions. Both these functions will create a table with one field, a Date field. For example, go to … Continue reading Creating a Really Simple Date Table in Power BI

In Power BI, we can create Date Tables to work with time intelligence. One step in this process is to mark the table as a date table, so Power BI knows to use the table for this purpose. To do this, select your dates table in Power BI Desktop and go to the Modeling tab, select Mark as Date Table: Select the date column from the date table and click OK: … Continue reading How to Mark a Date Table in Power BI

In this post, we will take a look at opportunity numbers such as total amount, estimated revenue, actual revenue and budget amount in Dynamics 365. Let’s create a new opportunity with a budget amount of $2000: In Advanced Find, for this opportunity we see the budget amount is populated: Add a product to the opportunity with an estimated amount of $100: We see the total amount is now $100: Update … Continue reading Populating Amounts in Opportunities in Dynamics 365

In this post, we will look at how to use Direct Query vs Import with Power BI. First, create a database and table, and populate it with some values. In this case, we have the Customers table with 2 records: In Power BI Desktop, click on Get Data and select Azure SQL Database: Enter the server and database name. You will see the options for Import and DirectQuery. We will … Continue reading Using Direct Query vs Import with Power BI