Welcome to the Power BI Community Blog

On this blog you will find articles, guides and information created by our community members and, from time to time, roundups and community news.

What is R-script?

 

R is a language and environment used for statistical and graphic computing. It is a modification of the S language, so there is code written in S, which is capable of being implemented in R without modifications.

R provides a wide variety of statistical models (linear and nonlinear models, classical statistical tests, time series analysis, classification, grouping, etc.) and graphic techniques, which makes it a very extensible and manipulative tool on the part of user.

One of R’s strengths is the ease with which publication graphics can be produced with good quality and design, including mathematical symbols and formulas where necessary.

Read more...

Sure, there's a nice video on how to use the new Power BI Preview Web Part in SharePoint Online. But, there's also a few important pre-requisites that the video does not cover. Fear not, this article will get you up and running with the Power BI Preview Web Part in no time!

Read more...

Security and Power BI Profiles

by gastoncruz Frequent Visitor on ‎02-08-2017 10:18 AM

Define Profiles

One of the queries that ask me many time is about problems that have many organizations and that consist in generate a report (sales, marketing, finance) but which claim that users who belong to a certain department, zone, region category assigned permissions only to view information about a target zone.

This is the case, for example, sales representatives can only view sales in the area to which they were assigned. This is the case that Marketing Managers must have their focus on a particular region, or in certain categories of products which are promoting.

Let’s step through an example where this profiling is defined from Power BI Desktop configuration, to implementation live in an example once published the report in Power BI Web.

Read more...

Inserting data into a PowerBI Dataset via Flow and the REST APIs

by Power BI Admin chass on ‎01-25-2017 12:28 PM - last edited on ‎01-25-2017 04:28 PM by Power BI Admin Jessica

Last week I was playing with the very cool Rest Getting Started Sample (written in C#). I morphed it into a big loop that deleted all the rows in the dataset, and sent a row with a random value from 1-10. The reason I did this was to try out the new Flow integration with Alerts so I could demo sending emails to groups of people as a result of an alert.

 

I tweeted about this demo, and had a bunch of private requests from people hoping for a sample of updating data in Power BI directly from PowerApps. This blog post will show you how to insert data into a Power BI dataset from Microsoft Flow.

Read more...

Estimating the actual impact of an investment is an essential part of management. An investment, in this context, can be any change in resource allocation but is most often a project or marketing initiative. By quantifying the major benefits realized we obtain an objective measure of the outcome. This is useful when discussing lessons learnt and often invaluable input the next time a similar investment is considered. From a business intelligence perspective too, there is great value in comparing the actual results with the initial projection/forecast to understand limitations of existing models, and to prioritize opportunities for improvement. In addition to the aforementioned, rigorous analytics promotes a learning culture with end to end accountability. It is an essential tool for continuous improvement.

Read more...

Attachment

Power BI y Azure Table Storage

by jbocachica Member on ‎01-03-2017 10:29 AM

Azure Table Storage como repositorio, pros y contras!

Read more...

Consumir listas de Sharepoint puede sonar a algo trivial, sin embargo cuando llega la hora de actualizarlas es cuando llegan los problemas.

Read more...

Managing Complexity

by Christian_Berg Visitor on ‎12-05-2016 10:28 AM

In part one, we considered how correlation plots can easily be integrated in Power BI reports to show how various factors relate to one another. That has been a useful starting point for me when looking at new data for the first time. Unfortunately, the world is often more complicated than that. For instance, revenue and inventory may be positively correlated during the high season but negatively correlated during the other months of the year (if a lack of stock hurts sales). A simple correlation plot would not be able to show that. In this post, we will therefore look at a simple approach to detect simultaneous interactions between multiple variables.

Read more...

Attachment

In this part of our Text Analytics tutorial we will learn how to extract key phrases from text messages with a little help from Microsoft Cognitive Services Text Analytics (AKA Azure Machine Learning). In the first part of the tutorial here we imported Clinton's and Trump's Facebook posts. It's time to learn how to extract the Key Phrases from those messages using Microsoft Cognitive Services Machine Learning, and with no help from IT, Developers or Data Scientists.

 

When we are done, we will be able to create stunning reports that will correlate key phrases with our metrics. In our example: We will be able to see which key phrases triggered the highest number of shares, and slice them by positive, neutral or negative sentiment, as shown in this report:

 

Screenshot_59.png

 

Read more...

Text Analytics in Power BI - Extraction of key phrases from Facebook messages (part one)

by DataChant Member on ‎11-10-2016 10:51 AM - last edited on ‎11-10-2016 11:45 AM by Power BI Admin Jessica

In my last community blog here we learn how to apply sentiment analysis in Power BI with Microsoft Cognitive Services API (aka Azure Machine Learning) and with no help from IT, developers or data scientists. In the follow-up articles we drilled down into different aspects of the Sentiment Analysis implementation in Power BI, and shared the technique in several community events. Following the great interest in these scenarios, in today's blog post we will use similar technique to extract key phrases from text messages. To make it interesting, we will pull Facebook messages from the public pages of Clinton and Trump, extract their key phrases, and correlate it with engagement levels and sentiment in cool visuals (As seen here).

 

Screenshot_21.png

Read more...

Revenue and forecasting

by Christian_Berg Visitor ‎11-04-2016 11:33 AM - edited ‎11-04-2016 11:33 AM

Forecasting is an important part of most management positions. Knowing how many products will sell where and when, informs resource decisions like staffing and inventory. It is also an intuitive way to compare performance between different business units, product categories etc. For P&L owners it is an essential tool to proactively manage their margin by adapting investment levels.

Read more...

Attachment

This article describes the approaches that can be used to connect Power BI to on premise data.  The impact of using the Power BI model, DirectQuery and LiveConnection are explored as well.

Read more...

Are you facing issues while refreshing CRM Online Data in your power BI reports?

Has your customer reported report failure or the message "Unable to read data from the transport connection"?

Read on for an alterntive approach to the OData connector to access CRM Online Data using FetchXML!

Read more...

Reviewing individual business units and benchmarking them against one another is an important process to verify that investment levels are still appropriate. Working as a business controller I frequently facilitated management reviews. The goal then was to assess if teams had the appropriate amounts of resources. A business that was underperforming and that saw few growth opportunities might find their resources reallocated whilst a high growth area might have a business case for incremental investments. To normalize for variations growth potential and risk various techniques were used. An internal finance function might develop this point of reference in the form of a forecast or “budget”.

Read more...

Attachment

There were already written few blog posts both about Row Level Security. I would like to add one more about this topic. I use this pattern for several years in SQL Server Analysis Services. Biggest advantage of this approach is, that you don’t have to fight with table relationships, which can be sometimes tricky to make work correctly.

Read more...

Attachment

Strategic decisions support through business driver analysis

by Christian_Berg Visitor on ‎10-17-2016 11:04 AM - last edited on ‎10-17-2016 11:49 AM by Power BI Admin Jessica

Having interviewed and worked with hundreds of business analysts and P&L owners, I am impressed by the capacity of human intuition. People who have been in role for more than a couple of years can often balance multiple complex considerations and quickly make a good decision. This frees up time for the employee. Unfortunately, this spare time is more often used to increase the frequency at which they look at the standard reports, rather than deep analysis to try and challenge their already impressive understanding of the business. A common problem with this is confirmation bias and existing misunderstandings of true drivers can persist or a change in underlying fundamental is overlooked. In the next couple of posts, I will share techniques that I have seen successfully employed to counter common heuristics and to increase the chance of continuous improvement.

Read more...

Attachment

Become your organization’s strategic advisor by using Machine Learning and Power BI

by Christian_Berg Visitor on ‎10-17-2016 11:03 AM - last edited on ‎01-04-2017 10:32 AM by Power BI Admin Jessica

In this series of blog posts, I will provide a step by step guide on how to become the change agent that puts your organization on a path towards continuous improvement using the most valuable decision support techniques.

Read more...

We want to hear what's got you thinking about Power BI and Business Intelligence, from opinion pieces on the latest industry trends, to helpful tips and how-tos for your fellow Power BI users, to "trip reports" from your local User Group meeting or Microsoft event. 

Read more...

The Languages of Power BI

by smoupre Super Contributor on ‎09-16-2016 08:39 AM - last edited on ‎09-29-2016 11:37 AM by Power BI Admin Jessica

Struggling with deciphering all of the various languages used with Power BI? Confused about when to use DAX versus "M" versus SQL, versus R? Fear not, this article will clear up the confusion and set you straight on all of the various languages of Power BI and when to use them. Each language you will generally encounter when using Power BI is covered including what it is, when to use it, where to use it, why you would use it, how you would use it and its overall level of difficulty ranging from 1 being easiest to 5 being the hardest.

Read more...

Tired of creating Power BI calendars? Well, me too, so let's put a stop to that.

 

In this blog post you will learn how to create (or download mine) a proper calendar that ”self-generates” when you open the file and is configurable.

If you download mine, you most likely will need to add columns that are relevant to you, but using the methodology explained in the post, you will do it only once.

 

Note: You need to have the latest Power BI Desktop update installed.

Read more...

Sentiment Analysis in Power BI

by DataChant Member on ‎08-04-2016 10:35 PM - last edited on ‎08-22-2016 04:28 PM by Power BI Admin Sandy

You may think that Sentiment Analysis is the domain of data scientists and machine learning experts, and that its incorporation to your reporting solutions is the domain of advanced developers and expansive IT projects. Well, today this is going to change.

 

Today I will show you how to gain Sentiment Analysis insights without the help of machine learning gurus or software ninjas. All you need to do is open your Power Bi Desktop and follow the steps below.

 

Oh, and to make it fun, let's pretend we are the social media analysts of the US Presidential Candidates, and analyze the sentiment of their Facebook posts. When we are done, we will be able to tell who is more positive on Facebook, Trump or Clinton, and if we see a trend of positivity or negativity over time.

 

Are you ready to begin? Here is the dashboard you will be able to create if you continue reading.

 

Screenshot_36.png

Read more...

Maps in power bi have improved significantly over past few releases and works fine across desktop, service and mobile app. However I recently saw a post by user where he had several addresses listed in the dataset and when plotted on map he realised number of plottings on map seemed little less than actual records in the dataset. Upon investigation it was found some addresses where not listed on Bing Maps but they were on Google Maps. If there was latitude longitude values it would have been easier since they would come up on Bing maps regardless of the address. That prompted me to explore the idea of geocoding and reverse geocoding in Power BI.

Read more...

Attachment

On previous blog posts, I have showed you how to create monitoring dashboards for both Google Analytics and Adwords.

I use those dashboards myself even though I am not a big fan of monitoring dashboards. Here is why:

 

Are monitoring dashboards useful? Yes, they surely are, specially in picking up variances and allowing you to react and learn from changes.

 

Are they needed? I would like to answer NO to that one.

 

One of the greatest features that Google analytics have, is Intelligence alerts where you get an email when variances occur (set up by google and yourself) and therefore you eliminate the need for those awful monitoring dashboards.

 

Can we do this in Power BI? Yes, with a but..

Read more...

Past releases in power bi have seen new enterprise related capabilities coming out which lets you manage power bi usage within your organisation. Few such feature that came out with Power BI desktop April update is query parameters and template files. In this blog post we will look at how to utilise those two features within power bi desktop to meet specific organisation needs.

Read more...

This dasboard is the first part of a series of blog posts on how to track and improve adwords performance.

In Part 1, we will start tracking our Ads to understand which ones are performing well and which ones we need to: either cancel or modify.

On coming series, once we have identified which Ads are underperforming, we will learn how to modify them to increase their performance.

Read more...

Calling REST APIs and Parsing JSON made simple with Power BI

by Power BI Admin chass ‎06-16-2016 01:54 PM - edited ‎06-16-2016 01:55 PM

What most people don’t know is calling REST end points and parsing the resultant JSON is really easy in Power BI. 

This walk through will show you how to call and report on your club and user group activities using the Meetup REST API.

Read more...

The purpose of this article is to demonstrate how to use an R script to load and prepare data source in Power BI desktop. R is open source powerful statistical analysis and visualisation language. Integrating R in Power BI lets you undertake complex data manipulation tasks. In this post I am going to use two sample csv dataset that contains raw data for import and export amounts for various Australian territories, and using R transform it to right format to be visualised in Power BI desktop. I am only going to cover basics of R to get data into the shape required so that you can use more interesting features of R in future.

Read more...

Attachment

You have used if...then...else for defining custom columns. But did you know you can also use if...then...else statement for code branching. M being a functional language is unlike other programming languages (say Visual Basic/VBA or C#). So things work a little differently here. This post will show you how you can execute two separate code paths in M based on a given condition.

Read more...

Attachment

Ever wonder why some questions get answered so quickly while others languish or are seemingly completely ignored? Fear not, this article will help guide you into getting your question answered quickly by the Power BI Community.

Read more...

Creating Custom reports with the ability to filter data by predefined shifts and customized time ranges.

Read more...

Join the Blog
Interested in blogging for the community? Let us Know.