Month: February 2017

  • Power BI Embedded Dashboard

    Power BI Embedded Dashboard

    For a while now I have been longing to spend more time learning all the ins and out of Power BI embedded.  From the line of work that I do, I can see a number of different development applications where an embedded solution would be perfect.  Microsoft has been spending more time developing and feature enhancing the embedded experience.  The Guy in a Cube (Adam Saxton) has another great video walking through how to embed a dashboard.  Great video, and a really good walk through.  Thanks Adam.

    Power BI Embedded Dashboards:

    If you haven’t already make sure you go check out Adam’s site and YouTube Blog for more great information.

    For more great videos about Power BI click the image below:

    PBI Videos

  • Get Your OData Here

    Get Your OData Here

    For those of you who are following my tutorials, you are most likely to understand that each tutorial comes with it’s own data source.  This has been intentional so we can both walk through the example and learn by doing.  Whenever, I am learning new things I find it’s helpful to do two things.   First, make examples and demos of what I am trying to learn.  Simply reading about a tool such as PowerBI, while engaging, it isn’t how I learn.  I learn by getting my hands dirty, opening up PowerBI and creating something.  You have to get utterly frustrated and stumped before that light bulb pops on and things become clear.  Secondly, after I’ve taken the time to learn a new feature or method I find it extremely helpful to teach someone else what I’ve learned.  By doing so, I am able share in the enthusiasm of others who also are learning.  Teaching others also makes you remove all the cluttered ideas away from the essential lesson.

    This being said, I consume a lot of data.  Always finding data sources is difficult.  Often I find myself making up my own data sets which takes additional time.  At least, it used to take me forever to find data.  This past week I was digging around for more data sources and I stumbled upon this gem.  It is the data source has been used by many a bloggers for examples.  It is Adventure Works sample business database.  For this tutorial we will walk through how to load the Adventure Works dataset directly in to PowerBI.

    Lets begin by opening Power BI desktop.  Once Power BI desktop is open on the Home ribbon click the Get Data button.  The Get Data window will open and under the Other section we find an OData Feed.  Select the OData Feed and then click Connect to proceed.

    Select OData Feed
    Select OData Feed

    The OData Feed window will open.  Enter in the following HTML address into the URL field.

    http://services.odata.org/AdventureWorksV3/AdventureWorks.svc

    Note: In this example we are only using the basic OData Feed connection.  Power BI does allow users to build more complex OData feeds which may require multiple parameters.  This functionality is included by toggling the OData Feed screen from Basic to Advanced. This would be ideal if you had an OData Feed such as http://myOdataFeed.com/{custom parameter}/OData.  

     Click OK to proceed

    Enter OData Feed
    Enter OData Feed

    Power Bi will now go to the web address and read the OData Feed.  What is returned is a list of tables.  The Navigator window shows us previews of each table.  Select the CompanySales and TerritorySalesDrillDown by checking the boxes next to each table.  Click Load to proceed.

    Select Tables
    Select Tables

    Ta Da!! that was easy.  We were able to quickly load the two tables from the Adventure Works database.  We can confirm this by looking at all the loaded fields contained in the Fields pane.

    Loaded Fields
    Loaded Fields

    Add a couple of visuals with the following fields to pretty up our page.

    Add Clustered Column Chart
    Add Clustered Column Chart
    Add Stacked Bar Chart
    Add Stacked Bar Chart

    Pro Tip: notice how the two charts we added have the same color scheme but are different dimensions.  The Clustered Column Chart has Years for the Colors, but the Stacked Bar Chart is using product categories.  Change the colors on the Stacked Bar Chart by clicking on the Paint Roller on the Visualizations pane.  Select the section called Data Colors and modify the colors for each product category.

    Change Stacked Bar Chart Colors
    Change Stacked Bar Chart Colors

    Note: In order to sort from the largest sales amount to the smallest.  Click the Ellipsis (small three dots) on the corner of the visual and select Sort by Sales.  This will make the visual sort in order of sales from the highest amount to the smallest amount. 

    Similarly you can change the colors for the Clustered Column Chart to make the visual more appealing.

    Change Clustered Column Chart Colors
    Change Clustered Column Chart Colors
    Add Waterfall Chart
    Add Waterfall Chart

    Again using the Ellipsis of the visual select Sort by Total to sort the number of sales by each employee from the largest sales amount, Linda to the smallest sales amount Lynn.  Also, note that this chart is being built off the second table that we loaded from the OData Feed labeled TerritorySalesDrilldown.

    Now, I believe we can say we are officially done.  We have loaded data from our OData Feed and created three visuals upon that data. Thanks again for following along.

    If you liked this tutorial please be sure to share.  Also if you want to know more about me you can visit my About page and follow me on twitter or Linkedin for updates.

     

  • Improved Matrix Headers

    Improved Matrix Headers

    Power BI has been an continually evolving tool over the last year.  The Matrix visual is powerful and mimics much of the functionality of a Pivot Table within Excel.  I will admit, the Matrix visual has some features that are left to be desired.  One such feature, the ability to word wrap row headers, has been resolved in the February 2017 update of PowerBI.  See the official release notes for details.  In my company we have traditionally been an excel driven business.  All you other heavy analytics people you know what I’m talking about.  Emails upon emails about an excel analysis, then power point presentations of those excel documents.  Inevitably a pivot table or table will end up on a power point slide.  Icky, if you ask me, especially when you have to “refresh” the data… I digress, Power BI fills a great gap in this area where the Analytics leaders within your company can make reports that easily refresh, and look dang sexy.

    The Matrix is one of those visuals that I would say is a comfortable way for non-analytical people to review data.  The Pivot Table aka Matrix in Power BI, is how people have been used to looking at data for years.  This has been quite a sticking point for many business leaders when reviewing Power BI dashboards.  I’ll present some data using a map or bar chart and I’ll usually get the, “Where’s the table of data?”  This will prompt an additional tab inside the Power BI document with a large data table.  Presenting headers in that large table or matrix has always been a challenge because the headers don’t word wrap.  Seeing Microsoft listening to people’s feedback and implementing header word wrap and other features is refreshing.

    For this tutorial we will be working with a dataset that I found from the FBI titled Crime in the United States.  I chose this data set based on the flurry of media talking about the current President’s comments about crime.  Before we move on, let me assure you this will not have any politics in this tutorial.  Therefore, it will be safe to read on.

    Open up PowerBI Desktop, Click the Get Data button on the Home ribbon and select Blank Query.  Click Connect to open the Query Editor.  On the View ribbon click the Advanced Editor button.  While in the Advanced Editor paste the following code into the editor window, click Done to complete the data load.

    Note: If you need some more help loading the data follow this tutorial about loading data using the Advanced Query Editor.  This tutorial teaches you how to copy and paste M code into the Advanced Editor.

    let
        Source = Excel.Workbook(Web.Contents("https://powerbitips03.blob.core.windows.net/blobpowerbitips03/wp-content/uploads/2017/02/US-Crime-Data.xlsx"), null, true),
        #"US Crime Data_Sheet" = Source{[Item="US Crime Data",Kind="Sheet"]}[Data],
        #"Promoted Headers" = Table.PromoteHeaders(#"US Crime Data_Sheet", [PromoteAllScalars=true]),
        #"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"State", type text}, {"Area", type text}, {"Violent Crime", Int64.Type}, {"Murder and Non-negligent Manslaughter", Int64.Type}, {"Robbery", Int64.Type}, {"Aggravated Assault", Int64.Type}, {"Property Crime", Int64.Type}, {"Burglary", Int64.Type}, {"Larceny Theft", Int64.Type}, {"Motor Vehicle Theft", Int64.Type}}),
        #"Unpivoted Other Columns" = Table.UnpivotOtherColumns(#"Changed Type", {"State", "Area"}, "Attribute", "Value")
    in
       #"Unpivoted Other Columns"

    Before you exit the query editor Rename the query to US Crime. It should look similar to the following:

    US Crimes Data Load
    US Crimes Data Load

    On the Home ribbon click Close & Apply to load the data into the data model.

    Lets add a little color to the Page in the form of a map.  Inside the Visualizations pane click on the Shape Map visual.  Add the appropriate fields as shown in the image below.

    Shape Map Visual
    Shape Map Visual

    We added this map as to make our page look pretty as well as, we can now click on each state and use this as a filtering mechanism.

    Next, add the Matrix visualization which is found on the Visualizations pane.  Add the fields shown in the image below.

    Add Matrix Visualization

    To illustrate the wrapped row headers as described in the Power BI blog simply hover your mouse over the header until a double arrow appears.  Then left click on the mouse to select the edge of the Area column.

    Cursor Hovering Over Area Column
    Cursor Hovering Over Area Column

    Drag the edge of the Area column left until it covers some of the text of the row labels, see below for example.

    Shortened Area Column
    Shortened Area Column

    Next, in the Visualizations pane click on the Paint Roller and expand the section labeled Row headers.  In the Row headers section toggle the Word wrap switch to On.

    Word Wrap On
    Word Wrap On

    After turning the Word wrap on you’ll notice that row headers did not word wrap.  This is because the row headers have a caveat.  The word wrap in rows will only work if row grouping is long enough to accommodate the word wrap.  To illustrate this, add the State field underneath the Area field in the Rows section in the Visualizations pane.

    Add State to Rows
    Add State to Rows

    We can now see by adding the States after the Area field that the Area Cities Outside Metropolitan Areas now has enough room to word wrap.  An important observation with the row headers word wrap is that the word wrap will be affected by other filtering selections on the visual page.  For example if I only select the state of Texas the row header for Area does not have enough room and therefore it is shortened and the “…” appears.

    Texas Selected
    Texas Selected

    When I was first exploring the Matrix row Headers Wrap I was quite confused on how I was able to actually make the headers wrap.  After playing around with the feature a while I was able to figure out the functionality.  Thanks for following along, see that wasn’t so political.  Now you can take this wonderful knowledge back to your workplace and make promises you can keep (OK, there it was, insert political jab).

    If you liked this tutorial please be sure to share.  Also if you want to know more about me you can visit my About page and follow me on twitter or Linkedin for updates.

  • Power BI February 2017 Release

    Power BI February 2017 Release

    The long awaited PowerBI Desktop release is here.  I’d like to point out a couple of key features that will help you improve your reports.  First, the addition of word wrap on row headers.  The tutorial for working with row headers is found here.  A second feature that will help beginner users is the addition of two new Quick Calcs.  The Quick Calcs allow you run calculations within a visual without the need to write a DAX measure.  It’s nice to see some of the more common calculations being added as standard features.

    For the full release notes from Microsoft follow this link.

    Quick Calculations:

    For other great Power BI videos click the image below:

    PBI Videos