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.

Working With Financial Years In Power BI

by EnterpriseDNA Regular Visitor Thursday - last edited Thursday

In today's post, I wanted to cover a few examples of how you can incorporate financial years into your Power BI models and reports. Sometimes, your date tables won’t have the custom financial years that you require for your analysis. Not only could it be financial years but you might also need to bring into filters your financial quarters.


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Developing with Power BI Embedding (Part 2)

by TedPattison on ‎10-08-2018 05:42 AM - last edited Tuesday by Administrator await

In Part 2 of this blog series, I will discuss the purpose of dedicated capcities and explain the differences between Power BI Premium and Power BI Embedded. I will also provide the neccessary details so you can choose the right type of dedicated capacity for a particular scenario.


Financial Reporting Tips For Power BI

by EnterpriseDNA Regular Visitor on ‎10-04-2018 04:55 AM - last edited on ‎10-08-2018 06:33 AM by Administrator await

In this post I wanted to go into a few financial reporting tips you can utilize inside Power BI. Many of you who have been using Power BI since it was re-released a few years ago know that financial reporting inside of the tables we were given has been relatively difficult.


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Developing with Power BI Embedding (Part 1)

by TedPattison on ‎09-30-2018 07:44 PM - last edited on ‎10-01-2018 02:37 PM by Administrator await

Power BI provides developers with Platform-as-a-Service (PaaS) capabilities which make it possible to embed Power BI resources into custom applications. By learning to use a set of APIs created by the Power BI team at Microsoft, a developer can embed Power BI reports, dashboards and dashboard tiles into custom web applications that target the browsers, tablets and mobile devices.


Cumulative Totals In-Depth - The Many Variations In Power BI

by EnterpriseDNA Regular Visitor ‎09-27-2018 04:49 PM - edited ‎09-27-2018 04:57 PM

Today, I want to talk about cumulative totals. I want to do a deep dive into a few ways that you can create these inside of Power BI. In this first tutorial, I want to show you the most common pattern which you can utilize to create cumulative totals in a dynamic way.


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Best Practices For Power BI Desktop Development

by EnterpriseDNA Regular Visitor ‎09-20-2018 05:37 PM - edited ‎09-20-2018 05:39 PM

In this post, I want to dive into some of my best practices for Power BI Desktop development. I think bringing all these ideas together will give you a very good understanding of how I like to approach all Power BI reporting and analysis that I complete myself.


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A requirement that we face very often in our projects is to be able to easily re-use multiple measures particularly when dealing with similar data models on a standard data source like for example cloud-based accounting systems like Dynamics, Xero, QuickBooks etc.


Today, I want to touch on a really fascinating topic inside of Power BI. I call this one virtual tables. If you can start understanding how to incorporate virtual tables inside your DAX functions, you will quickly see the opportunities to extend your analysis even further.







How to Realize Dynamic Asymmetric Reports in Power BI / Excel

by karaoan on ‎08-28-2018 05:29 PM - last edited on ‎08-30-2018 10:42 AM by MindyJ Frequent Visitor

In this blog we cover how to realize asymmetric reporting requirements dynamically in a Power BI Matrix or Pivot Table. This is a typical requirements in financial forecasting and reporting.


How to realize dynamic financial statements with calculated subtotals

by karaoan ‎08-28-2018 04:56 PM - edited ‎08-28-2018 04:57 PM

As I see lots of ongoing questions and misinformed comments (“Power BI can’t be used for financial statements”). Here I will cover a simple approach how you can realize financial statements with dynamically calculated subtotals like profit and loss (P/L), balance sheet, cash flow etc.


Establish a multiform data production and communication strategy

by MirandaLi Frequent Visitor on ‎08-21-2018 02:54 PM - last edited on ‎08-21-2018 03:43 PM by MindyJ Frequent Visitor

For many of us who work in data analytics for long time, you may notice that producing great data reports and dashboards alone doesn’t always generate desired outcomes. Why? Because data reports and dashboards are usually exploratory by nature and self-service oriented. In addition, they usually don’t have rich text to explain why certain charts and data points are meaningful in what context, not mentioning the usual lack of graphical elements that make data fun and interesting to read. 


Using VALUE parameter in RANKX

by Super User on ‎08-15-2018 12:58 AM




As an application of data visualization best practice, here's a way to draw attention to a particular dimension value (e.g. a particular product category) whilst still showing others for context, by means of a simple DAX pattern!




And the award goes to Power BI

by gurukpm Frequent Visitor ‎07-11-2018 09:30 PM - edited ‎07-11-2018 09:39 PM

Thanks to Power BI for solving our issues and giving an award-winning performance for Redmond Tamil School!


Follow the World Cup in Power BI

by ruthpozuelo on ‎06-18-2018 04:54 AM - last edited on ‎06-19-2018 10:30 AM by MindyJ Frequent Visitor

Do you have the World Cup fever yet? 


That is where Power BI comes to the rescue.  Smiley Happy


I have built a Power BI file to follow the World Cup and I decided to show you how I created it while creating it.  Smiley Happy


You can download it at the end of the post if you want it or follow it live here:





Conditional Formatting in Power BI Tables

by Hardik Established Member on ‎05-29-2018 09:34 PM - last edited on ‎05-31-2018 05:42 PM by MindyJ Frequent Visitor

An Easy Way to Convert Boring Tables Into a Meaningful Insight


Switching Dimensions Based on Slicer Selection

by ThirdI Frequent Visitor on ‎05-16-2018 04:49 AM - last edited on ‎05-22-2018 10:00 AM by MindyJ Frequent Visitor

I recently came across a customer who was looking for a way to switch the dimensions dynamically using a slicer.  In this blog, I’ll be sharing how I could do it in Power BI. This can be understood using the following example:


Switching the dimensions of a bar chart between Daily and Monthly based on the slicer selection.


Share Power BI Desktop files with R scripts without the fear of missing packages.



Calculos a la fecha, MTD, YTD

by jbocachica Member on ‎04-23-2018 03:00 PM - last edited on ‎04-23-2018 03:03 PM by MindyJ Frequent Visitor

Se ve sencillo, sin embargo el comportamiento de las agregaciones disponibles nativamente en DAX no es tan amable como esperaba.


In this blog post I show how to use the new Parameters options in the Power BI Service.


Power BI Desktop: Custom Aggregations, Formatting and Performance Indicators (Part 2)

by Dianapo Visitor on ‎04-03-2018 10:09 AM - last edited on ‎04-17-2018 04:30 PM by MindyJ Frequent Visitor

 part2final.JPGIn part 2, gives step by step instructions on how to add color performance indicators based on the associated target.



Switch from Excel & PowerPoint to next-Gen dataviz (for Beginners)

by augustindelaf Member ‎03-22-2018 12:33 PM - edited ‎03-22-2018 12:33 PM

The purpose of the following article is to help people who would like to create simple dashboards for their Excel data, and to show them how easy it is.


Let's start with a very common issue we all faced once.  You have (a lot of) data in your Excel file, and until now you always built your reports with Excel charts and PowerPoint. But you have seen some Power BI reports, and you would love to be able to create some beautiful reports too.  



Dynamic TopN made easy with What If Parameter

by Super User ‎02-28-2018 04:37 PM - edited ‎02-28-2018 04:39 PM

This article shows how to use the TopN easily to enable your users to filter their data with a Slicer.


Fun with Graphing in Power BI - Part 3i

by Super User on ‎02-26-2018 10:08 PM - last edited on ‎05-22-2018 09:09 AM by MindyJ Frequent Visitor

Perhaps you thought there were no more fun graphing topics with Power BI after Part 1 and Part SQRT(4). Well, you would be wrong. You see, because they hate you, mathematicians treacherously strive to invent new ways to confound and befuddle actual human beings nearly every day. In 1975, one particularly vicious mathematician, Benoit B Mandelbrot used hundreds of years of research to create perhaps one of the most devious, spiteful and sadistic mathematical constructs...the fractal.


Fun with Graphing in Power BI - Part SQRT(4)

by Super User on ‎02-22-2018 10:44 AM - last edited on ‎05-22-2018 09:08 AM by MindyJ Frequent Visitor

Ah yes, stupid math humor. It's like the i talks to pi joke. You know, the one where i says to pi "Be rational!" and pi says to i, "Get real!". No? Oh well. You're probably better off that way.


Fun with Graphing in Power BI - Part 1

by Super User on ‎02-14-2018 12:59 PM - last edited on ‎05-22-2018 09:08 AM by MindyJ Frequent Visitor

I am always interested in pushing the limits of Power BI and, as my recent entry into the 2017 Year in Review Contest demonstrates, I do not feel that working with Power BI always has to be...well...entirely serious. So, let's have some fun with Power BI and push the envelope a bit by tackling some problems that one might traditionally utilize a program like Mathematica to solve.


Runge-Kutta and the Limits of DAX

by Super User on ‎02-13-2018 11:30 AM

My recent foray into solving complex numerical/engineering problems with DAX such as Kaplan-Meier Survival Curves and Linear Interpolation led me to wonder what other kinds of problems I might be able to solve using Power BI and DAX. This inquiry led me to remember one of my favorite engineering classes taught by Dr. Michael J. Rider at Ohio Northern University (ONU), Numerical Methods, and one of my favorite numerical method techniques, Runge-Kutta.


Joining tables In Power BI using Power Query and/or DAX

by ruthpozuelo on ‎02-06-2018 09:54 AM - last edited on ‎02-06-2018 09:57 AM by MindyJ Frequent Visitor

I have done a few videos on YouTube explaining how to join tables using Power Query or DAX. If you follow the channel, you probably have seen the videos and this blog post will serve as a compilation of all the material.
However, if you are new, this will serve as a tutorial for beginners on how to joins in Power BI. Either way, I believe this post will be useful for all, so let's get started.


Create a nice-looking PBI Scoring System in 10 min (and make your Boss impressed)

by augustindelaf Member on ‎02-06-2018 07:26 AM - last edited on ‎02-08-2018 01:17 PM by MindyJ Frequent Visitor

The purpose of this tutorial is to create a nice visual that compares your products each to another, according to rules that you created.  In the end, your visual looks like a class of students where YOU give good/bad marks.



I had the opportunity to present this dashboard (similar data model but different topic) at Microsoft France HQ in June 2017:




Recently I put on a virtual workshop as part of the Enterprise DNA Webinar Series, which was all about how to set up your Power BI models for advanced insights. It was very well received by over 400 Power BI users who registered, so I thought I would do a review here for the community blog.


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