Power BI April 2020 release

It’s power week and Power BI team has released a bunch of super cool Power BI updates!!! Some of them highly requested by the Power BI community. Excited to learn all about them?

Check out our Top 5 features you need to know about:

#5: Rectangular lasso select across visuals

You can now select your visuals and other report elements by clicking and dragging over the canvas to create a rectangular lasso. All visuals that are entirely encapsulated within the lasso will be selected. If you are holding down Ctrl + G you can also group visuals.

#4: Customized themes

The new theme dialog is now generally available. You can customize a theme in the theme dialog, with you company colour, font etc, an icon will represent that custom theme in a separate section and will update whenever you customize your theme.

 If you hover over the icon, a tooltip will show up that explains that the theme is a custom theme, and the theme name will also show up if you define it. 

#3: Improved discoverability for conditional formatting & Conditional formatting for totals and subtotals in table and matrix

These are actually 2 separate updates but they definitely deserve to be mentioned, the menu to access the conditional formatting was very difficult to find previously but with his release Microsoft team have updated the entry point into the conditional formatting dialog to make it more discoverable, but displaying an fx button to the right of the object you would like to format.

Clicking the fx button will bring up the conditional formatting dialog. After applying a conditional formatting rule, the input field should now look like this:

Conditional formatting for totals and subtotals in table and matrix

This is probably one of the most requested features by the community, now it will be possible to apply conditional formatting rules to totals and subtotals in table and matrix visuals.

 

#2:Change detection for page refresh

This is a new option for an automatic page refresh, in which the page is refreshed based on change detection instead of a specific refresh interval. This is a query that will run in the background to check if data has changed and will only refresh the report if a change has been detected. In this release, we will have a new data change detection option to specify how to query for changes to our Direct query source, specifically which measure should be evaluated and how frequently they should be checked for changes to that measure.

Important considerations for this new capability:

  • Only DirectQuery sources are supported
  • You’re only allowed to specify one change detection measure per model
  • In Desktop, when you set up change detection, visuals won’t refresh. You will have to publish to the service for page refresh to work, which includes re-authenticating with the same credentials for refresh.
  • This is a premium only feature
  • Premium capacity admin must turn this on in the admin portal

#1:Personalize visuals

This is a new visual personalization feature to allow your end-users to explore and personalize visuals all within the consumption view of a report. This is definitely our favorite new feature as it gives the end-users the ability to explore and modify the properties of a visual by having the full editing experience.

Using this feature, your end-users can explore a visual in many ways:

  • Change the visualization type
  • Swap out a measure or dimension
  • Add or remove a legend
  • Compare two or more different measures
  • Change aggregations, etc.

Not only does this feature allow for new exploration capabilities, but it also includes ways for end-users to capture, share, and revert their changes:

  • Capture their changes
  • Share their changes
  • Reset all their changes to a report
  • Reset all their changes to a visual
  • Clear out their recent changes

Please let us know which was your favorite release and if you agree with our top 5.

To know more about the power BI April 2020 update visit:

https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-april-2020-feature-summary/#_Personalize_visuals

Emails Tracker with Power Automate and Power BI

Many times we need to keep tracking emails related with a particular subject, received from a specific address or sent to a defined mailbox, etc. From day-to-day operations to external contacts, there are plenty of real life scenarios when it happens and there is a big probability be doing it currently.
The majority of the time our options are either, go email by email and copy the entries into a spreadsheet or pay for one of the thousand software off-the-shelf available in the market nowadays. If the latter can be expensive, the former is not only time-consuming but also it can lead to many errors.

The good news are there is a third option that is a really cheap and easy way to automate and improve this process. We are going to use Power Automate, Outlook, SharePoint and Power BI from your Office 365 subscription.

Flow diagram

In this scenario we are tracking emails received in a Shared Mailbox with a particular Subject. In order to automate the process we are going to create a flow in Microsoft Flow that is recording and entry for each email received in a SharePoint List. Then we connect Power BI to the SharePoint List and import the data to create a Report that is going to be our Email Tracker. After published to the Power BI Service we are going to embed the report into a SharePoint Page. Parallel to it, an email with dashboard is sent daily to the subscribers. Continue reading “Emails Tracker with Power Automate and Power BI”

Intro to Measures and Slicers

Check out Video #5 of Power BI Series and learn about DAX Measures and Slicers in Power BI Desktop.

This video covers:

  • How to create a Measure
  • Intro to Quick Measures and standard calculations
  • Intro to Slicers and Edit Interactions

If you are starting learning DAX I suggest:

  • Book:  Power Pivot and Power BI by Rob Collin & Avi Singh.  This was one of the first books I read about DAX.
  • Blog:  DAX Fridays  by Curbal.com . Ruth releases a video every Friday covering DAX functions (and more) and to date, the playlist counts with more than 80 videos.  Awesome work .

There are plenty of other sources (books, blogs, videos, etc), but these are my recommendations if you are new to DAX and Power BI and want to learn the basics.

Calculated Columns in Power BI Desktop

Check out Video #4 of Power BI Series and learn two easy ways how to create a calculated column in Power BI Desktop.

This video covers:

  • Create a Calculated Column in DAX
  • Create a Calculated Column in Power Query
  • Delete Calculated Columns differences and Errors

You can download the files here:
Link to GitHub

And access the online dashboard here

Load Multiple files and Append Query

In the 3rd video of the Power BI Series I show you how to load multiple files into Power BI using the Query Editor and to troubleshooting a Date type Error.

In this video we covered:

– How to load multiple excel files to Power BI
– How to use  Append Query to create a unique dataset
– Date error- Use locale
– Regional Settings

Keep tuned for the next video and learn How to Create Measures and Calculated Columns 

You can download the files here:

  1. Link to  GitHub
  2. Link to  OneDrive

And access the online dashboard here

Power BI Series – Refresh Data

In the 2nd Video of the Power BI Series I show you how to refresh the model with new data.

In this video we are covering:

    • Refresh the model with new data
    • Introduction to Power Query
    • Common Errors and how to troubleshoot it
    • Best Practice for file naming

Keep tuned for the next video and learn How to append multiple files using  the Power Query editor

You can download the files here:

  1. Link to GitHub: https://github.com/Bordalos/Power-BI/
  2. Link to OneDrive: https://1drv.ms/u/s!At1CSmc…

And access the online dashboard here

Power BI Series

Check out the 1st Video of the Power BI Series and learn how to build your first Power BI report in less than 15 minutes.

In this video we are covering:

  • Why should you move away from reports in Excel
  • How to install Power BI Desktop
  • How to connect to an excel dataset
  • Introduction to  Card, Multi-Row Card, Bing Map, Bar Chart, Line Chart, Matrix, Donut Chart visuals
  • Set Conditional Formatting Data Bars
  • Size, Align and Distribute visuals
  • Create a Top and Bottom N KPI
  • Edit Interactions for cross filters

Keep tuned for the next video and learn how to refresh the report with new data

You can download the files here:

  1. Link to GitHub: https://github.com/Bordalos/Power-BI/
  2. Link to OneDrive: https://1drv.ms/u/s!At1CSmc…

And access the online dashboard here

How to install Power BI

Installing Power BI Desktop is really simple and it’s FREE . Just go to https://powerbi.microsoft.com/en-us/get-started and download the latest version to your machine. Run the executable and boom 2. You are now empowered to create your own amazing reports.

The PBI desktop will be from now on your best companion and soon you won’t be using any other toll to do your analysis.

In more than 95% of the times you will already have a MS Office license in your Organization. Although if that’s not the case and you don’t have one licence you can sign up Office 365 for a 1 month trial.

Note: You will need to have a work or school email account to sign in into the Power BI Service or Power BI Mobile. More on that later. For now I suggest you start to discover the possibilities of the desktop version.

Sales KPI in one page

Sales KPI in one page

Here just an example of one page dashboard containing lots of information.
With Power BI it’s really quick and easy to create impressive presentations for that last-minute meeting with your client or boss. Yes, we all have been in that situation more often than we would like . Is exactly in that moments that PBI excels from the other BI and Analytics tools.

The agility you can build a report from the most untidy dataset, is not only going to save you lots of stress but also make you outstanding.

Check out the video series How to create a Power BI Report and Get the Power!