Category: Data Model

Data, Data Model, Development Tips, How To, Information, PowerBI.com, Tip & Tricks

Real-Time Dashboard Tile & Streaming Dataset– in Power BI

Ashwini Tripathi

Power BI have introduced real-time dashboard tiles – a lightweight, simple way to get real-time data onto your dashboard. Real-time tiles can be created in minutes by pushing data to the Power BI REST APIs or from streams you’ve created in Azure Stream Analytics or PubNub, a popular real-time streaming service. Let’s see how we can do in no time.

Login to your Power BI using your credentials.

Go to your dashboard where you wish to add Real Time Streaming Tile, choose “Add a tile”

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Select the “Custom streaming data” option

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Click on Next.

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At first usage you may not be having Streaming Dataset, if you have List will be shown.

Let’s create one for our Example, Click the link – Manage Data.

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Click on Add Streaming Dataset.

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From New Streaming Dataset, Select API and click on Next.

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Add your Dataset Name, Fields and Datatypes.

Once you are done, Click on Create.

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Copy your Push URL, we will require this to push data to Data Stream.

Click On Done.

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Returning to our Previous Step, Now we can see Streaming Dataset Available.

Select your Dataset and Click on Next.

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Select the Type of Visualization you want, and Fields to display.

Click on Next.

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Give Title, Subtitle to your Tile and click on Apply.

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Bravo, you are done, your Tile will be added on your Dashboard.

But hold on, the Value will not come until you add logic to push data to the Tile.

Now we will move to our Next Step, where we will create a program to call Power BI REST API and push Streaming data to our Dashboard. Checkout my next post for same. [App for Power BI REST APIs for Streaming Data]

Till then keep Exploring & Learning. I will return soon with my next post.

 

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Corfu Navision 2016, Data, Data Model, Development Tips, Dynamics Content Package, Functional Tips, How To, Information, Jet Reports, Permission, Power Bi Content Pack, PowerBI.com, Report, Tip & Tricks

Plug & Play – Power BI and Jet Enterprise in NAV 2016

Ashwini Tripathi

This is where Power BI and Jet Enterprise really shine – they have the ability to understand NAV because they have little bundles of interpretation packs that can interpret NAV for you!

Checkout more via below shared link :-

http://www.catapulterp.com/plug-and-play-power-bi-and-jet-enterprise-in-nav-2016/

Data Model, Development Tips, Excel, How To, Information, Instalation & Configuration, Office Integration, PivotTable, Power View, PowerBI.com, PowerPivot

PowerPivot in Excel 2013

Ashwini Tripathi

I started the series in End of September and Starting of October on PowerPivot, Power View, PivotTable & Reports but in-between the release of Navision 2016 all the topics got scattered between other posts and I didn’t ended the topic.

Here I present all the posts link at one place which you can use as table of content for easy access and to help if any one wish to start from beginning and learn all the features & Topic on same.

PowerPivot for Excel

Start the Power Pivot in Microsoft Excel add-in

Troubleshooting: Power Pivot Ribbon Disappears

PowerPivot Creating a Data Model in Excel 2013

Adding more tables to the Data Model using Existing Connection – In PowerPivot

Add relationships to Data Model in PowerPivot

How to add Filter for data retrieval in PowerPivot Data model.

Create a calculated column in PowerPivot

Creating My First Report using PowerPivot

Basics of Power Pivot for Excel – 2013

Add Slicers to PivotTables in PowerPivot

Power View in Excel 2013

Import data using copy and paste from Excel sheet or other source for PowerPivot Data Model.

Add Excel Sheet/Table to the PowerPivot Data Model

Add a relationship using Diagram View in Power Pivot

Extend the Data Model using calculated columns

Create a hierarchy in PowerPivot Data Model

Use hierarchies in PivotTables

Create a Power View report

Create a calculated field in PowerPivot

Set field defaults in PowerPivot

Set Table Behaviour in PowerPivot

Set Data Categories for fields in PowerPivot

I will come up with more details once I get some time to explore and find anything which I feel is good to share with the community.

Till then keep Learning, Exploring and Practicing.

Data Model, Development Tips, Excel, How To, PowerPivot

Set Data Categories for fields in PowerPivot

Ashwini Tripathi

In order for Power View to dynamically create reports based on underlying data, such as location, fields that contain such data must be properly categorized.

Open the Excel Workbook we created in our earlier post. Create a Power View report

For the Olympics data, let’s specify the categories for a few fields.

  • In Power Pivot, select Hosts. Select the NOC_CountryRegion field. From Advanced -> Reporting Properties -> Data Category: click the arrow and select Country/Region from the list of available data categories, as shown in the following screen.

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  • Return to Excel, and select the Power View sheet. Expand the Medals table in Power View Fields, and notice that the NOC_CountryRegion field now has a small globe icon beside it. The globe indicates that NOC_CountryRegion contains a geographic location, as shown in the following screen.

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We’ll use that geographic location in an upcoming post. It’s time to save your work, review what you’ve learned, and then get ready to dive into the next post.

I will come up with more details in my next post. Till then Stay Tuned, Keep Learning & Practicing.

Data Model, Development Tips, Excel, How To, Power View, PowerPivot

Set Table Behaviour in PowerPivot

Ashwini Tripathi

You can set the default table behaviour, which Power View uses to automatically create report labels for the table.

This becomes useful when you create visualizations from the same table, perhaps for many different reports.

Open the Excel Workbook we created in our earlier post. Create a Power View report

We use default table behaviour in the next few steps, so let’s set it now.

Open Medals Table in Data Model, select Advanced > Reporting Properties > Table Behaviour. A window appears where you can specify table behaviour.
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  • In the Table Behavior window, the Row Identifier is the column that contains only unique keys and no blank values. This is often the table’s primary key, but not compulsory to be any other field which satisfy this property. You have to select a Row Identifier before making other selections in the window. Select MedalKey as the Row Identifier.
  • In the Keep Unique Rows section, select AthleteID.

Fields you select here have row values that should be unique, and should not be aggregated when creating Pivot Tables or Power View reports.
Note: If you have trouble with reports that don’t aggregate how you want them, make sure that the field you want to aggregate is not selected in the Keep Unique Rows fields.

  • For Default Label, select a key that should be used as a default report label. Select Sport.
  • For Default Image, leave the selection as [No Column Selected], since you haven’t added images yet. The Table Behavior window looks like the following screen.

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  • On the Power View sheet in Excel, select the table you created in the previous post Set field defaults in PowerPivot
  • From the ribbon, select DESIGN -> Table -> Card.

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  • The table you created changes into a collection of Cards; the data is the same, but the visualization of the data has changed. The table now looks like the following screen.

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Notice that the Sport field is larger than the rest, and appears as a heading for each card. That’s because we set Sport as the Default Label in the Table Behavior window when we were in Power Pivot.

I will come up with more details in my upcoming posts. Till then Stay Tuned, Keep Learning & Practicing.

Data Model, Development Tips, Excel, How To, Power View, PowerPivot

Set field defaults in PowerPivot

Ashwini Tripathi

When you set a default field set for a table, you can simply click that table in Power View, and the default set of fields is automatically added to a new report.

Open the Excel Workbook we created in our earlier post. Create a Power View report

In today’s post, we will learn how to set defaults for our workbook that will save our time when creating reports.

Steps to Create the Default Field Set for a table

  • Select the Medals table in Data View Mode from PowerPivot Manager.
  • From the Advanced tab, select Reporting Properties > Default Field Set. A window appears that lets you specify default fields for tables created using client tools such as Power View.
  • Select Sport, Event, EditionID, Athlete, and Medal in the left pane, and click Add -> to make them the default fields.

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To see how this works, switch to the Power View sheet in Excel.

  • Click anywhere on the blank report canvas, to make sure you don’t have an existing visualization selected. Your Power View sheet currently only has one visualization, which is the map you created earlier in previous post. Create a Power View report
  • In the Power View Fields list, click the Medals table name. Power View creates a table and automatically adds the five default fields from the Medals table, in the order you specified, as shown in the following screen. Make sure you don’t click on the triangle beside Medals, if you do so the table simply expands, rather than adding a new table with default fields.

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I will come up with more details on this topic in my upcoming posts. Till then Stay Tuned, Keep Learning and Practicing.

Data Model, Development Tips, Excel, How To, PowerPivot

Create a calculated field in PowerPivot

Ashwini Tripathi

Open the Excel workbook which we used in our previous post on this topic. Olympics Excel Work book.

Select PowerPivot -> Manage

PowerPivot Window will open, If Calculation area not visible below table data as shown in below screen. Click Calculation Area button in Top Right Corner.

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In the Calculation Area, select the cell directly below the Edition column. From the ribbon, select AutoSum > Distinct Count, as shown in the following screen.
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Power Pivot automatically created the following DAX formula: Distinct Count of Edition:=DISTINCTCOUNT([Edition])

Additional calculations in AutoSum are just as easy, such as Sum, Average, Min, Max, and others.

Let’s calculate the percentage of all medals. In the formula bar, type the following DAX formula. IntelliSense provides available commands based on what you type, and you can press Tab to select the highlighted IntelliSense option. Percentage of All Medals:=[Count of Medal]/CALCULATE([Count of Medal],ALL(Medals))
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When we return to Excel Sheet we can find these fields available in Medal Table. Shown in the right side of the screen above.

Let’s create a PivotTable from Medal Table. Our Pivot Table will be designed as below screen.
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I will come up with more details inn my upcoming posts. Till then stay tuned, keep Learning and keep practicing.

Data Model, Excel, How To, PivotTable, Power View, PowerPivot

Create a Power View report

Ashwini Tripathi

In the previous post, we created an Excel workbook with a PivotTable containing data about Olympic medals and events. If you didn’t saw the previous post you can access from here.

Use hierarchies in PivotTables

In this post, we will create a Power View report to visually represent the Olympics data.

In Excel, click INSERT > Reports > Power View Reports.
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Select City from Host & Sport from Medal Table. Apply Count (Not Blank) to Sport Field using dropdown list next to Field Name.
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From design switch the Visualization to Map.

On the map, blue circles of varying size indicate the number of different sport events held at each Olympic Host location.
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Drag Season Field to Color area. This will add different colors for different Seasons. In our case summer/Winter Red/Blue colors.

Just in few clicks now we have a Power View report that visualizes the number of sporting events in various locations, using a map, color-coded based on season.

Will come with more details in my upcoming posts, till then stay tuned, keep learning and practicing.

Data Model, Development Tips, Excel, How To, PivotTable, PowerPivot, Report

Use hierarchies in PivotTables

Ashwini Tripathi

Recall from my previous post Create a hierarchy in PowerPivot Data Model, We will continue from where we left our earlier post.

Now we have a Sports hierarchy and Locations hierarchy, we can add them to PivotTables or Power View, and quickly get results that include useful groupings of data.

Prior to creating hierarchies, you had to add individual fields to the PivotTable, and arrange those fields how you wanted them to be viewed.

In this post we will use the hierarchies created in the previous post to quickly refine our PivotTable.

Open the Excel workbook which we used in our previous post and Insert PivotTable as shown in below screen.
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  • Add field in the PivotTable Medal from Medal Table in the FILTERS area, and Count of Medal from Medal Table in the VALUES area. Your nearly empty PivotTable should look like the following screen.

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  • From the PivotTable Fields area, drag SDE from the Events table to the ROWS area. Then drag Locations from the Hosts table into the COLUMNS area. Just by dragging those two hierarchies, your PivotTable is populated with a data, all of which is arranged in the hierarchy we defined in the previous steps. Your screen should look like the following screen.

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  • You can expand any of those Sports in the PivotTable, which is the top level of the SDE hierarchy, and see information in the next level down in the hierarchy (discipline). If a lower level in the hierarchy exists for that discipline, you can expand the discipline to see its events. You can do the same for the Location hierarchy, the top level of which is Season, which shows up as Summer and Winter in the PivotTable.

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By dragging those two hierarchies, you quickly created a PivotTable with interesting and structured data that you can drill into, filter, and arrange.

I will come up with more details and other options on this topic in my upcoming posts. Till then keep learning and practicing.

Data Model, Development Tips, Excel, How To, PowerPivot, Report

Create a hierarchy in PowerPivot Data Model

Ashwini Tripathi

We will be using the Excel workbook we used in our earlier posts. Open the Excel file, you can find the link for download in my earlier posts or from blog Menu.

SharePath

Most Data Models include data that is inherently hierarchical. The Olympics data is also hierarchical. It’s helpful to understand the Olympics hierarchy, in terms of sports, disciplines, and events.

For each sport, there is one or more associated disciplines (sometimes there are many).

And for each discipline, there is one or more events (again, sometimes there are many events in each discipline).

The following Table illustrates the hierarchy.

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In this post we will create two hierarchies within the Olympic data. Then use these hierarchies to see how hierarchies make organizing data easy in PivotTables and in Power View in upcoming posts.

Create a Sport hierarchy

In Power Pivot, switch to Diagram View. Expand the Events table so that you can more easily see all of its fields.

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  • Press and hold Ctrl, and click the Sport, Discipline, and Event fields. With those three fields selected, right-click and select Create Hierarchy. A parent hierarchy node, Hierarchy 1, is created at the bottom of the table, and the selected columns are copied under the hierarchy as child nodes. Verify that Sport appears first in the hierarchy, then Discipline, then Event.

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  • Double-click the title, Hierarchy1, and type SDE to rename your new hierarchy. You now have a hierarchy that includes Sport, Discipline and Event. Your Events table now looks like the above screen.
  • Still in Diagram View in Power Pivot, select the Hosts table and click the Create Hierarchy button in the table header, as shown in the following screen.

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  • An empty hierarchy parent node appears at the bottom of the table.
  • Type Locations as the name for your new hierarchy.
  • There are many ways to add columns to a hierarchy. Drag the Season, City and NOC_CountryRegion fields onto the hierarchy name (in this case, Locations) until the hierarchy name is highlighted, then release to add them.
  • Right-click EditionID and select Add to Hierarchy. Choose Locations.
  • Ensure that your hierarchy child nodes are in order. From top to bottom, the order should be: Season, NOC, City, EditionID. If your child nodes are out of order, simply drag them into the appropriate ordering in the hierarchy. Your table should look like the above screen.

Your Data Model now has hierarchies that can be put to good use in reports. In the upcoming posts we will learn how these hierarchies can make our report creation faster, and more consistent.

Stay tuned for more details, will come up with usage of hierarchy in my upcoming post.

Till then keep learning & practicing.