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RoryBI
MVP

Ever wondered if there might be a better way of navigating around your Power BI reports?
In this article we go through all the steps needed use the Power Platform to surface any of your Power BI Reports.  It's like a one-inch punch - 1 PowerApps Power BI tile can surface 1000 reports.   What's more is that we can refresh our reports at the click of a button by connecting Power Apps to Flow, and Flow to Power BI.

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rsaprano
Advisor

Congratulations! You’ve made it to the final step of completing the Income Statement page. We already have a pivot table style matrix with conditional formatting, Dynamic card visuals showing our key numbers (with a comparison to prior year) and a waterfall chart showing breakdowns for the month/quarter/year to date by Organisational unit.

In this section we will build different styles of the Income Statement. Rather than just having the expandable/collapsible headings, we will now have sub-totals such as Gross Margin and Operating Profit to appear in a more traditional fixed format style of reporting:

 

 

 

We will also build a third Income Statement which has Organisational Unit across the columns of the matrix:

 

5.2 Fixed Format with Columns.png

 

As shown in the above screenshot, we will have buttons for the user to switch between the Income Statement formats, making use of the buttons functionality in Power BI.

 

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In this 5 part series, we walk through the steps required to build out the first page of the Income Statement Report here. 

 

The topics covered in these walkthroughs include:

 

- Part 1: Connecting to Data (Folder Containing CSVs), Importing into Power BI

- Part 2: Creating the base measures and an Income Statement Matrix visual

- Part 3: Adding advanced measures e.g. based on the period selection (covering use of disconnected pa...

- Part 4: Adding KPI cards and Waterfall charts with dynamic axis/Arrow performance indicators and mea...

- Part 5: Creation of a fixed format Income Statement (With running total measures) and creation of bo...

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rsaprano
Advisor

In the previous steps we built a pivot table-style Income Statement Matrix, created dynamic calculations for MTD/QTD/YTD and applied conditional formatting on the variance columns based on a measure.

 

One of the key aspects of storytelling with data, however, is to make it easy for the reader to see performance at a glance and understand what is driving that performance. For this we will a set of ‘pimped up’ card visuals showing the key Income statement numbers, a comparison to the value last year and a visual, conditionally formatted arrow icon for each indicating whether the number has increased or decreased (and whether that increase is good or bad):

 

4.1 KPI cards.png

 

To understand the drivers behind performance we will also build a waterfall chart that will show the Income Statement line value (defaulting to Profit After Tax but responding to when a row on the IS is selected) at the start of the month/quarter/year, the change in the value for each organisational unit and the corresponding value at the end of the month/quarter/year:

 

 

To understand the drivers behind performance we will also build a waterfall chart that will show the Income Statement line value (defaulting to Profit After Tax but responding to when a row on the IS is selected) at the start of the month/quarter/year, the change in the value for each organisational unit and the corresponding value at the end of the month/quarter/year:

 

4.2 Waterfall chart.png

 

 

 

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rsaprano
Advisor

In the previous posts (part 1 and part 2),, we set up a matrix visual which shows our total actuals, Prior Year Actuals and Variance to Prior Year for a given year/month (based on the slicer selection).

 

In this section we want to take this a step further and choose to show either Monthly figures, or alternatively Quarter to Date or Year to Date for the selected year and month.

 

We will also apply a background and theme to the report and will apply conditional formatting to the income statement matrix, dynamically calculating whether an increase in the number is good or bad (i.e. whether it is a revenue/profit or expense number).

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In this 5 part series, walk through the steps required to build out the first page of the Income Statement Report here. 

 

The topics covered in these walkthroughs include:

 

- Part 1: Connecting to Data (Folder Containing CSVs), Importing into Power BI

- Part 2: Creating the base measures and an Income Statement Matrix visual

- Part 3: Adding advanced measures e.g. based on the period selection (covering use of disconnected pa...

- Part 4: Adding KPI cards and Waterfall charts with dynamic axis/Arrow performance indicators and mea...

- Part 5: Creation of a fixed format Income Statement (With running total measures) and creation of bo...

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mahakrathore Frequent Visitor
Frequent Visitor

What is a Gateway?

An on-premises data gateway is software that you install in an on-premises network. The gateway facilitates access to data in that network.

 

If you have installed the gateway already and are looking forward to updating it to the current version released by Microsoft, then this section is for you. I am trying to highlight the steps that I have implemented in my organization which can help to provide the one-place reference for you to update your gateways.

I have used the November 2019 update from Microsoft while working on this blog, and Microsoft may change the steps in the future, but they can still be used as a reference, as per my understanding.

 

Let's start!

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nickyvv Member
Member

This is the title of a live demo session that demonstrates the Microsoft Power Platform products working together to create an interactive data application. I recently had the honor of presenting this at the Dublin Power BI User Group (@DublinPUG) during my visit to the Power Platform World Tour in Dublin.

In this blog series I will detail all the steps needed to get this demo up and running on your own. I will use the text in this post, as well as screen shots and video's explaining it step by step. So, if you're already (somewhat) familiar with Forms, Power Automate and/or Power BI streaming datasets, feel free to go directly to the video's and start building your own demo right away. Otherwise, keep reading and eventually you'll come across all the resources as well.

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Super User
Super User

Have you developed your own custom data connector and you think the work is done? Well, it is not. You must deploy your solution and test is in the Power BI Desktop and Power BI Service. And that is what I will discuss in this article.

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rsaprano
Advisor

In part 1 of this blog series, we connected to the folder containing the Monthly CSVs and the Reference Data Excel file and brought the data into Power BI. In this section we will create an initial set of calculations and show the results in a pivot-table style Matrix visual.

 

________________

In this 5 part series, walk through the steps required to build out the first page of the Income Statement Report here. 

 

The topics covered in these walkthroughs include:

 

- Part 1: Connecting to Data (Folder Containing CSVs), Importing into Power BI

- Part 2: Creating the base measures and an Income Statement Matrix visual

- Part 3: Adding advanced measures e.g. based on the period selection (covering use of disconnected pa...

- Part 4: Adding KPI cards and Waterfall charts with dynamic axis/Arrow performance indicators and mea...

- Part 5: Creation of a fixed format Income Statement (With running total measures) and creation of bo...

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Read more...

freder1ck Member
Member

On November 20th, Amir Netz hosted an Ask Me Anything (AMA) event with the Power BI Community. During this AMA event, he talked about a new level of composite data models and gave some tantalizing details. About 20 minutes in, Katie asked "when will mashups with live connections be available?" And another participant asked, "when will mashups with live connections be available?" Amir answered that this is a top priority and might even be the number one request from enterprise customers. He said that there is a large team working on it with lots of investment over two years.

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