Month: September 2021

  • A better way to Mobile

    A better way to Mobile

    Where does the Power BI Mobile app fit within your report building plan? This topic is widely un-discussed within the Power BI community. Many blogs and tutorials focus mainly on developing Power BI reports for a desktop screen.  More specifically, a report design that fits a wide screen monitor. However, building reports for the mobile app require additional considerations.

    The Current State of Mobile

    First before we get to the recommendations for mobile reporting developments, let us discuss the current status of building a mobile report. To create a mobile centric view Power BI desktop follow these steps:

    1. Click on the View ribbon
    2. Click on the button labeled Mobile layout
    Click on the Mobile Layout

    Portrait Mode Only

    This takes you to a new screen where the mobile device is positioned in portrait mode.  At the time of writing this article there are no options to build a mobile view in landscape. If you desire to have a mobile report that can be viewed in landscape mode you actually have to create a normal report view but with a narrower screen.

    View of building reports in the mobile view.

    Simplified Build Experience

    The report canvas is greatly simplified. Meaning you don’t get all the advanced features of a normal report page. Stacking visuals on top of each other is not an option. Changing the color of the background is not an option on this screen. Instead, to change the mobile page background color you have to leave the mobile view.  Return to desktop mode change the color and then return to the mobile view.

    An Alternative Approach

    Due to the limitations mentioned above. We propose that you build a report page with custom dimensions.  From my experimentation a width of a page from 600 to 800 pixels meets my needs. The page length can be as long as you need it so that all the required visuals can fit on the page. Previously pages have grown to 1000 to 2000 pixels in length. 

    How to customize the page size?

    Follow these instructions to change the page size

    1. Click somewhere on the Report page to deselect any visuals
    2. Open up the Visualizations Pane
    3. Click on the Format button; the one that looks like a paint roller
    4. Open the section named Page Size
    5. Change the drop down menu for Type to be Custom
    6. Type in a new Width and Height for the page

    Change View of Report for scrolling

    By making the page narrower but longer, the default view of the report will cause UX challenges. To fix this the report is will need to render as a scrollable object. To do this we adjust the view settings of the page

    1. Click on the View ribbon
    2. Click on the button named Page View
    3. A drop down menu will appear
    4. From this dropdown menu Click on the option named Fit to width
    Fit Page to Width

    Other UI / UX Considerations

    As a report designer it is important to consider the UI for report consumers. In most reports I design everything that the user can see fits on a single page.  Scrolling on a page is not a major issue.  As we introduce scrolling on mobile we run into issues with some visuals. 

    Table Visuals Cause Issues

    Take for example a table visual.  This visual it’s self has scrolling built in. Thus, if you are scrolling a page on mobile when you touch inside the table and swipe up the mobile experience swipes the table visual.  This UX can lead users to get suck inside a table when attempting to scroll the page.

    Table Scrolling Solution

    A solution to address users getting stuck inside a table is to provide a pixel boarder. The boarder can be either dual boarders on the left and right or just one boarder on the left or right. Inside this boarder do not place any visuals that would require scrolling, such as a table.

    Adding a Scrim for added Clarity

    In addition to just retaining a pixel gap on the sides I recommend also adding some color to the background. The concept of the color either in blocks or via a gradient color. See the following sample scrim for reference.

    Mobile Scrim Product

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  • Three New Time-Saving Scripts for Tabular Editor

    Three New Time-Saving Scripts for Tabular Editor

    Howdy folks!

    I just published three new scripts for Tabular Editor to the PowerBI.tips “TabularEditor-Scripts” repository on GitHub yesterday. So, I wanted to take a moment to explain what they do, and why you should have them in your Tabular Editor Scripts arsenal.

    1. Replace String Across All Power Queries
      • Replaces a string in Power Query on all partitions in the model
      • Useful for automating updates to connection strings, filter conditions, etc.
    2. Replace Dataset Source Dataflow IDs
      • Replaces the source DataflowID & WorkspaceID on all Power Query partitions in the model
      • Similar to the previous script, this one is specialized for automatically replacing old DataflowID and WorkspaceID references in Power Query with new ones. Helpful in situations where you need to re-deploy an existing Dataflow and Dataset to a new workspace, and then re-link the new Dataset to the new Dataflow
    3. Exclude Selected Tables From Model Refresh
      • Excludes the selected tables from model refresh
      • Useful for quickly excluding specific tables from the model refresh, which you may need to do for any number of reasons, including troubleshooting, performance, etc.

    This repo has lots of other useful Tabular Editor Scripts, and we add more every day, so check it out! Also, if you have some handy scripts of your own, you can Fork the repo and submit a Pull Request. Then, we will add your scripts to the collection.

    Happy scripting, everyone!

    James

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  • Copy Power BI Desktop Server:Port Connection String to Clipboard

    Copy Power BI Desktop Server:Port Connection String to Clipboard

    Howdy, folks!

    A few months ago, I was writing and running various PowerShell scripts to manipulate the connected data models in my Power BI Desktop files. During model development, I was constantly having to open DAX Studio to copy the Server:Port connection string, and thinking, “there’s got to be a faster way to do this.”

    So, I developed and released a simple External Tool for Power BI Desktop, which copies the Server:Port connection string for the currently-connected data model directly to the clipboard.

    I’m a strong believer in modular design, so when I build something, I try to make it do one thing, and do it well. I believe this External Tool for Power BI Desktop is a great example of that philosophy in action.

    This external tool is now in the Business Ops tool from PowerBI.tips.

    Enjoy!

    James

    If you like the content from PowerBI.Tips please follow us on all the social outlets. Stay up to date on all the latest features and free tutorials.  Subscribe to our YouTube Channel.  Or follow us on the social channels, Twitter and LinkedIn where we will post all the announcements for new tutorials and content.

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