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How to add Video Tile on Power BI Dashboard

Previously, a Video Tile released by BI supports YouTube videos. Video tiles allow you to customize your dashboard and add a bit of personal look.

Now the video tile supports Vimeo videos too.

Add a video tile by selecting Add widget from the top right of the dashboard.

PBI Video - 1

Select Video from Add Tile window.

PBI Video - 2

Press Next Button.

PBI Video - 3

Provide your Title and Subtitle for the Video Tile.

Provide your YouTube or Vimeo video URL.

If required provide custom Link and other properties.

Select Apply to complete your action.

Vimeo URLs come in several different formats this supports most, but not all of these formats. In case your URL doesn’t works try for next format.

I have posted several posts related to Power BI, you can find them using below Links.

Microsoft Power BI – Part – I

Introduction to Power BI and Creating Report from Excel Data, Local Files.

Microsoft Power BI – Part – II

Introduction to few Features of Power BI

Microsoft Power BI – Part – III

Power BI Desktop, Creating Dataset & Reports from In Premise Database installation

Microsoft Power BI – Part – IV

Power BI Gateway usage

Microsoft Power BI – Part – V

Scheduling Refresh of Dataset & Report created using In Premise Database

Microsoft Power BI – Part – VI

Power BI Content Pack

Microsoft Power BI – Part – VII

Power BI Mobile App

Microsoft Power BI – Part – VIII

Power BI Content Pack

Microsoft Power BI – Part – IX

Power BI Publisher for Excel

Microsoft Power BI – Part – X

Analyse in Excel (preview)

 

 

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Add a relationship using Diagram View in Power Pivot

Open the Workbook which we prepared in the last exercise in our previous post.

Add Excel Sheet/Table to the PowerPivot Data Model

  • In the Power Pivot window, in the View section, click Diagram View.
  • Use the slide bar to resize the diagram so that you can see all objects in the diagram. Rearrange the tables by dragging their title bar, so they’re visible and positioned next to one another. Notice that all tables are unrelated to each other, we will create relationship among these tables.

After adding relationship the Diagram will Look as below.

ExcelData-6

  • Let start creating the relationship.
  • Sports->SportID click and drag to Disciplines->SportID and release. You will see the relation is built between these two tables on SportID.

Similarly follow to create other relations too as shown in below image.
ExcelData-5

You notice that both the Medals table and the Events table have a field called DisciplineEvent. Upon further inspection, you determine that the DisciplineEvent field in the Events table consists of unique, non-repeated values.

The DisciplineEvent field represents a unique combination of each Discipline and Event. In the Medals table, however, the DisciplineEvent field repeats many times. That makes sense, because each Discipline+Event combination results in three awarded medals (gold, silver, bronze), which are awarded for each Olympics Edition the Event is held. So the relationship between those tables is one (one unique Discipline+Event entry in the Disciplines table) to many (multiple entries for each Discipline+Event value).

  • Create a relationship between the Medals table and the Events table. While in Diagram View, drag the DisciplineEvent field from the Events table to the DisciplineEvent field in Medals. A line appears between them, indicating a relationship has been established.
  • Click the line that connects Events and Medals. The highlighted fields define the relationship, as shown in the above screen.
  • To connect Hosts to the Data Model, we need a field with values that uniquely identify each row in the Hosts table. Then we can search our Data Model to see if that same data exists in another table. Looking in Diagram View doesn’t allow us to do this. With Hosts selected, switch back to Data View.
  • After examining the columns, we realize that Hosts doesn’t have a column of unique values. (Assume EditionID Field is not available in the Host & Medal Table, in my case I have already added this Field in my workbook I shared). In such case we’ll have to create it using a calculated column, and Data Analysis Expressions (DAX).

It’s nice when the data in your Data Model has all the fields necessary to create relationships, and mash up data to visualize in Power View or PivotTables. But tables aren’t always so cooperative, so the next post will describe how to create a new column, using DAX that can be used to create a relationship between tables.

We will see how to work with calculated fields in our next upcoming post.

Add Excel Sheet/Table to the PowerPivot Data Model

Download the Excel file from the link provided in previous post.

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

Open the Workbook:

ExcelData-3

Select sheet one by one and Add to Data model of PowerPivot.

ExcelData-4

Make sure all Table/Sheet is added to Data Model of PowerPivot.

I have create a sample Excel File for you which you can down load from the Shared Path using link: http://1drv.ms/1GpZFd4

This file have couple of sheets having data related to Olympics which I have compiled from MS Office support site.

You can find the link on the Menu of my blogsite too to access the shared files.

I will be using this file for couple of walkthrough in my upcoming posts.

Add Slicers to PivotTables in PowerPivot

Recall from my earlier post Creating My First Report using PowerPivot in which we created a Items Vs Customer Sales matrix report.

I am going to use same report to demonstrate how we can add slicer to this report.

Slicers are one-click filtering controls that narrow the portion of a data set shown in PivotTables and PivotCharts. Slicers can be used in both Microsoft Excel workbooks and PowerPivot workbooks, to interactively filter and analyze data.
PowerPivot-30

Open the report we created in our previous post.

From Insert Tab select Slicer in the ribbon.
PowerPivot-31

Choose the source Connection/Data model and respond Open.

Select the Customer Table.

Select the Country/Region Code field and OK.
PowerPivot-32

A Slicer will be added to the sheet.

Re-size to fit and drag the Slicer to position at desired location on sheet.

You can give desired Caption to your Slicer by editing the Slicer Caption.

Most important is to select the pivot table on which this Slicer will operate.

Select Report Connection, and from preceding window select the PivotTable.
PowerPivot-33
Above is the screenshot with applied filter on Country/Region Code = DE.

Stay tuned to know more options, I will come up with more details in my upcoming posts.

Till then keep practicing.

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

Recall from previous posts we have added Item Ledger Entry Table to our Data Model of PowerPivot.

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

Add relationships to Data Model in PowerPivot

My requirement is to retrieve only records related to Sales.

We will apply filter on Entry Type field to value [1]-[Sales] this way Item Leger Entry Sheet will have only Sales Data.

To do this we will add this filter to the query used for data retrieval.
PowerPivot-15

Select the Sheet for table – Item Ledger Entry from bottom.

Click on Design Tab on Top.

Now From Ribbon choose Table Properties.

PowerPivot-16

Select Query Editor from Switch to.

Add the Filter to your query.

Save your Query.

PowerPivot-17

From Home Tab, Select Refresh from Ribbon.

On Success completion Close the window.

Now your Item Ledger Entry is populated with Fresh data as per the modified Query.

I.e: All Entries which have Entry Type = 1 [Sales].

I will come up with more details in my upcoming post, till then keep practicing and stay tuned for future updates & posts on this topic.

Add relationships to Data Model in PowerPivot

You can systematically create table relationships for all new tables that you import. If you’re sharing the workbook with colleagues, having predefined relationships will be appreciated if they don’t know the data as well as you do.

When creating relationships manually, you will work with two tables at a time.

For each table, you’ll choose columns that tell Excel how to look up/ join related rows in another table.

Recall from my previous posts I will be continuing the example from using same Data Model

PowerPivot Creating a Data Model in Excel 2013

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

With your Data model sheet opened
PowerPivot-14
Click on Diagram View in Upper Right Side as highlighted in above screenshot.

Window will switch to Diagram View as shown in above screenshot, showing all the tables available in the Data model.

Click No_ in Customer Table and Drag to Item Ledger Entry Table and release the mouse button pointing to Source No_ field, you will see the Link is Established between these two tables showing the Link via Arrow line.

Repeat above step again between Item->No_ and Item Ledger Entry -> Item No_ fields.

Now we have Established connection between these three tables Customer, Item & Item Ledger Entry.

I will come up with more option on this topic in my next post, till then start practicing and stay tuned.

How to: Add Users for ADCS

You can add any user as a user of an Automated Data Capture System (ADCS). When you do this, the user must also provide a password. Optionally, you can also provide a connection that identifies the ADCS user as a warehouse employee. The ADCS user password can be different from the Windows logon password of the user.

To add an ADCS user

In the Search box, enter ADCS Users, and then choose the related link.

On the Home tab, choose New to add a new user.

In the Name field, enter a name for the user. The name cannot contain more than 20 characters, including spaces.

In the Password field, enter a password. The password is masked.
ADCS-5
To indicate that a warehouse employee is an ADCS user

In the Search box, enter Warehouse Employees, and then choose the related link.

If needed, add a new warehouse employee

On the Home tab, in the Manage group, choose Edit List.

Select a warehouse employee from the list. In the ADCS User field, choose the drop-down arrow, and then select the name of an ADCS user from the list.

Note : The default warehouse for the employee should be one that uses ADCS
ADCS-6

Add Fields from a Report Dataset to a Word Report Layout

A report dataset can consist of fields that display labels, data, and images. This topic describes procedure for adding fields of a report dataset to an existing Word layout of a report. You add fields by using the Word custom XML part for the report and adding content controls that map to the fields of the report dataset.

To display the Custom XML part for the Report in Word

  1. Open the Word report layout document in Word for editing.
  2. Show the Developer tab in the ribbon of Word.

By default, the Developer tab is not shown in the ribbon.

  1. On the Developer tab, choose XML Mapping Pane.
  2. In the XML Mapping pane, in the Custom XML Part list, choose the XML part for Microsoft Dynamics NAV report. The name of the XML part has the following format:

urn:microsoft-dynamics-nav/reports/report_name/ID

report_name is the name that is assigned to the report as specified by the report’s Name Property.

ID is the identification number of the report.
XMLDataSet
After you select the XML part, the XML Mapping pane displays the labels and field controls that are available for the report.

To add a label or data field

  1. Place your pointer in the document where you want to add the control.
  2. In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Plain Text.

AddDataField

Note

You cannot add a field by manually typing the dataset field name in the content control. You must use the XML Mapping pane to map the fields.

To add repeating rows of data fields to create a list

  1. If not already existing, add a table row that includes a column for each field that you want repeated.

This row will act as a placeholder for the repeating fields.

  1. Select the whole row.
  2. In the XML Mapping pane, right-click the control that corresponds to the report data item that contains the fields that you want repeated, choose Insert Content Control, and then choose Repeating.

AddRepeatingField

  1. Add the repeating fields to the row as follows:
    1. Place your pointer in a column.
    2. In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Plain Text.

InsertContentField

  1. For each field, repeat steps a and b.

Adding Image Fields

A report dataset can include a field that contains an image, such as a company logo or a picture of an item. To add an image from the report dataset, you insert a Picture content control.

Images align in the top-left corner of the content control and resize automatically in proportion to fit the boundary of the content control.

Important
You can only add images that have a format (such as .bmp, .jpeg, and .png file types), which that is supported by Word. If you add an image that has a format that is not supported by Word, you will get an error when you run the report from the Microsoft Dynamics NAV client.

To add an image

  1. Place your pointer in the document where you want to add the control.
  2. In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Picture.
  3. To increase or decrease the image size, drag a sizing handle away from or towards the center of the content control.

AddImage

Important

Most of the contents you find in this blog will be either inherited from MSDN or Navision Developer IT Pro Help. Some places images are also directly taken from these sites. Purpose is simple to try those stuffs and re-produce adding few things as per my understanding to make easy understanding for others and quick reference.

Here nothing under my own brand or authorship of the content. At any point of time we are just promoting Microsoft stuffs nothing personnel with same.

Hope stuffs used here will not violate any copyright agreement with them. In case by mistake or in-intestinally it happens and the Microsoft feels these should not be used Microsoft have full right to inform me about same and will be glad to take down any such content which may be violating the norms.

Purpose is to promote Navision and share with community.

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