What are Power BI Slicers?

Slicers in Power BI are a type of on canvas visual filters. The slicers enable a user to sort
and filter a packed report and view only the information they want. Unlike filters, the
slicers are present as a visual on the report and let a user select values as they are
analyzing the report. For instance, if you have a sales analysis report, you can make a
slicer for years. From that slicer, you can select the year for which you want to see the
sales metrics. The report visuals will automatically change showing the information for
that year. We will understand slicers with more such examples in the sections to follow.

In the image of the report shown below, the visual indicated in the red box is a slicer. It
contains the name of district managers. You can sort the information on district
monthly sales by selecting the names of managers from the slicer.

Need for Using Power BI Slicer

You can use a slicer in your Power BI when you aim at doing one or more of the things
mentioned below.

 To easily access important and frequently used filters by putting them on the
report canvas.
 View a focused report by placing the slicer right next to essential graphs and
charts.
 Easily view all the currently applied filters on the report instead of going to the
filters drop-down list.
 To show unneeded/hidden/less used columns but keep them on for the users in
case they need to use them for analysis.
Make sure to check the Power BI Filters Tutorial
How to Create Slicer in Power BI Desktop
Follow the steps given in this section to create a slicer in Power BI Desktop.
Step 1: Open Power BI Desktop app. Open an existing report or start creating a new
report on the empty canvas.
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From the Visualizations pane, select Slicer icon. This will bring an empty template of a
Slicer on the editor.

Step 2: Drag and drop a field from the Fields section to Values column (indicated by the
red arrow).
As you can see, we have added the field District Managers. A slicer with a list of district
managers is made.
Step 3: You can adjust the size and position of this slicer object by pulling its corners or
putting it anywhere on the canvas. To format the slicer, click on the paint roller icon.
We will learn about formatting in detail in the next section.
Date Slicer
A date slicer is made when you add a date field as the slicer value. The date slicer will
have a sliding bar with two buttons at each end. You can slide these buttons forward or
backward to adjust your range. By default, the range will be set from the oldest to the
newest date.
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By clicking on a date, you can get a calendar view of the date.

You can change the type of date slicer from the drop-down menu. You can select from
the options such as Between, Before, After, List, Dropdown and Relative. The type of your
date slicer will depend on your purpose of use.

Given below is the snap of a dropdown type of date slicer.

You should definitely learn to work on Power BI KPI
Numeric Range Slicer
Just like the date slicer, when you use a numeric field to create a slicer, a numeric range
slicer is created.

The slicer spreads the range between the two, lower and higher extremes. You can drag
the ends back and forth to set a range as per your liking. All the other visuals on the
report will change according to the range that you have set on the slicer bar.

Sync Slicers
If you create a slicer on one page of a report, you can sync that newly created slicer with
the visuals of all the pages of that report. By doing so, every visual on a report,
irrespective of its page will respond to the selections or changes made on a slicer.

To enable the sync option, go to the View tab. Click on Sync slicers option from there
and check the box.

A new SYNC SLICERS pane will open on the right. It will contain the names of pages in
the report. You can check the boxes in front of them. By checking on the boxes of the
eye icon column, you can make the slicer visible on those pages. And, by checking on
the boxes in the refresh icon column, you only sync the effects of selections made in a
slicer on that page.
Formatting the Slicer
Power BI Desktop provides a range of formatting options for the slicer visual. To
explore the formatting options, click on the paint roller Format icon. In the format tab,
you get a lot of formatting options such as Selection controls, Slicer header, Items, Title,
Background, Border, etc. In each of these tabs, sections have more options within them.
Do you know –  How to perform conditional formatting in Power BI
As you can see in the picture below, we have formatted our slicer in a simple way.

From the General tab, you can set the orientation of the slicer items
i.e. vertical and horizontal.

A horizontal slicer looks like this.

 From the Selection controls tab, you
can select the type of item selection. There are three types in which you can select the
slicer items; single select, multi-select and select all option.

From the Slicer header tab, you can set the font and background color of the header.
You can also select the outline type, text size and font type of the text.
From the Items tab, you can set the font color, background color, outline type, text size, and
font type of the individual slicer items.

Limitations of Power BI Slicer

The slicer comes with some limitations for its use in Power BI:
 No support for input fields in Power BI slicers.
 You cannot pin a slicer to a dashboard.
 Slicers do not support drill down in Power BI report.
 No support for visual level filters in Power BI slicers.
 The data models imported in Power BI and used in slicers do not have the time
zone information. Although, you can convert a local time zone into UTC using
the Query Editor in Power BI Desktop.
 The numeric range slicers do not deal with aggregated values rather it filters data
on a row level.
 The slicers do not support and work with measures.
 The numeric range slicers can only be used in Power BI Desktop, you cannot use
it in Power BI Service.
What are Power BI Filters?
Filters in Power BI sort data and information based on some selected criteria. That is,
you can select particular fields or values within fields and view only the information
related to that. For instance, you have a dataset related to sales of a store. Now, using
the filters you can filter out the unnecessary information. You can view a report having
only the data for the selected aspects. Let’s say, you only want to see the information on
sales in India in the year 2019. For this, all you have to do is to put the filtering criterion
as 2019 and India from their respective fields. The report of sales will immediately
make changes accordingly and only show the graphs and visuals specific to sales
statistics in India and in the year 2019.

Download Datasets
In this Power BI filters tutorial, we will be using the following datasets:

 Order Dataset
 Sales Dataset
 Customer Dataset
 Region Dataset
 Product Dataset
Types of Filters in Power BI
There are four types of filter in Power BI. This means that you can apply filters on four
different levels in a Power BI dashboard or report. The types of filters are as follows:

1. Visual-level Filters
The filters applied to visual-level are applied directly on individual visualizations. Such
filters are applied both on data and calculation conditions used within a visualization.

2. Page-level Filters
Page-level filters are for a particular page within a report whereas reports are usually of
multiple pages. You can apply certain filter conditions on a selected page within a
report. Each page in a report can have a different set of filter conditions applied to it.

3. Report-level Filters
The report-level filters are the filters that you use to apply a filter condition on the
entire report. The report-level filter will get applied to every visualization and page of a
report. Thus, unlike visual-level and page-level filters, report-level filters are
generalized filters.

4. Drillthrough Filters
Using drillthrough filters, you can create a page that mainly focuses on the specific
entities. You can add the extra details about your user, customer, manufacturer on a
separate page and focus on a specific customer/manufacturer/user from the main
report.

How to Apply a Filter in Power BI Desktop

While you are working with Power BI Desktop, you can make different kinds of
visualizations. Generally, you will make a visualization/dashboard/report representing
all the values in a field. But you can apply filters on the field values and make the
dashboard specific to your area of interest. In this section, we will learn how to apply
filters on a visual, page and report in Power BI Desktop. To learn along with us, you can
open Power BI Desktop and create a visualization or open an existing report.

Applying Filter to a Visual

Create or click on a visual in your Power BI Desktop. For instance, we have created a
Treemap chart upon which we will apply filters. The Treemap chart shows total sales
occurred in each sub-category of products sold.

As you can see in the image above, the Treemap chart has two fields; Sales and Sub-
category. Also, notice that in the Filters section, there are three sub-sections i.e. visual
level filters, page level filters and report-level filters.
Must Learn – How to Create Treemap in Power BI
Now, the visual level filter section will show all the fields that you have selected for the
visualization. In our case, it is Sales and Sub-category.
If your field is a measure i.e. containing numeric values, then the filter will show
filtering criterion for number. That is, “is less than’, “is greater than”, “is”, etc. After
selecting your criterion, you can also mention a numeric value below for instance, “is
less than” and then enter 100000 as value.
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If a field is a dimension, i.e. having textual value then filtering will be normal. You are
given a list of all the available (distinct) values in a selected field. You can apply the
filter by selecting the checkboxes. Click on Apply filter after making your selections.
Applying Filter to a Page
After learning how to apply a filter on individual visualizations, we will apply the filter
on a complete page of a report.

To do so, drag and drop a field based on which you wish to sort the information on a
report page into “page level report” column.
Make selections from the field values. Select the values based on which you wish to
filter the information. For instance, in our case, we want to view the sales overview
information of only the year 2018. In the Filters section, we select only the dates of
2018. The page will automatically change its visuals and show only 2018 related info.

Applying Filter to a Report

To apply a filter to the entire report i.e. to all the pages of a report uniformly, we use
report level filters. Drag and drop a field from the Fields section into the Report level
filters section.
We’ll select all the dates for 2018 so that the visuals show only the information related
to that year on all pages.
Apply this filter and all the pages in a report will show sales information for the year
2018 (as shown in the pictures below).
New Filter Pane Experience in Power BI Desktop
In the latest edition of Power BI, there is a new option to add a filter pane in your
reports. You can add this new filter pane in an existing report or for all the new reports
that you will create on Power BI Desktop. From the new filter pane, you can apply
filters on a page or on the entire report, format the filter pane to match it with the
report’s theme, etc. Also, you can lock filters, hide applies filters from the customers,
and change the filter state.
Add Filter Pane for all New Reports
To add the new filter pane for all new reports that you’ll make in the future, follow these
steps:

Open Power BI Desktop and go to File tab> Options and settings> Options.

From the Options dialog box, select Preview features option. From the available list of
options, check the box for “New filters experience”. Click on OK.
Add Filter Pane for an Existing Report
To add the filter pane for an existing report, open the report and go to File tab> Options
and settings> Options. Then, select Report settings. In the Filtering experience section,
select “Enable the updated filter pane, and show filters in the visual header for this
report”. Click on OK.
The new filter pane will get added on the right of your report editor.
To apply filtering conditions on the visual/page/report, drag and drop the field on the
respective column in the filter pane. For instance, we selected the field Order Date.
After putting it on the filter pane, we selected all the dates of the year 2019. This filtered
the information of all visuals to just 2019 related statistics. Each visualization will have
a filter icon on the side of it whenever you hover over it. Click on that icon and you will
see the details of currently applied filter on that visual.

Format the Filter Pane

You can format this filter pane using the formatting options for filter pane and filter
cards given on the right of report editor.
In the Filter pane option, you will get formatting options for background color,
transparency, font+ icon color, title text size, header text size, font, etc. You can make
changes here as you like.
As you can see in the picture below, we have formatted our filter pane and changed its
background color, font size, etc.

Apply Filters in Power BI Workspace

We have seen in our Power BI dashboard tutorial that we can publish Power BI reports
on the web. You can use the filter there as well.
Open your Power BI workspace on the web. And, select a report that is already been
uploaded on it. Once the report opens, you will see a Filters pane on the right, in which
you will see the currently applied filters on the report or on an individual visualization.
Adding Filter in Edit Report Mode
To apply new filters on the report, go to Edit report option.

Drag and drop the fields of your choice on the Page level filters or Report level
filters column.

Select the values based on which you want to sort the information of the report. The
visualizations of the report will automatically transform themselves as per the filters
applied.
Filters in Reading view mode
In the reading view mode, one cannot edit i.e. add or remove the filters that are applied
to the report. Rather, they can only view what are the current filters that are applied to
the report by the report designer.

Summary
With this, we conclude our tutorial of Power BI filters. We hope our explanation was
informative and helpful. With this information, you can easily work with filters in
Power BI Desktop and apply filtering conditions on the data of a report. Power BI is an
interactive tool and it instantly reacts to the filters applied on a report and changes it
accordingly.
 What are KPIs?
The KPIs evaluates an organization’s performance in different areas by evaluating quantifiable
measure values. In businesses, KPIs play an essential role as visual cues that indicates
the growth by evaluating values and measurable goals. A KPI always has a base value or
measure which is evaluated against a target value. That is, comparing the actual
performance with the target set. You can evaluate the performances in an analysis just
by seeing the KPIs.
KPIs will show whether the goals that you have set are met or not. For instance, a
company’s sales department might use KPIs to evaluate sales gross profit against
projected gross profit for a selected period. The low-level KPIs focus on the individual
aspects such as employees, sales, marketing, production, etc whereas, the high-level
KPIs display the overall performance of an organization giving a generalized insight.
Do you know – How to  Use Slicer in Power BI
KPI Elements in Power BI
Every KPI that you use in Power BI can be broken down into three parts; Base value,
Target value, and Status thresholds.

 Base value: A base value is a measure value which is generally an average of the
sum of sales, gross profit, etc.
 Target value: The target value is also a measure which is an absolute value. This
target value is set as a goal against which a target value is evaluated. For instance,
you set the target value for total units to be sold in a month as 200. Now, your base
value will be the recorded value for a month. It can be less than 200, 200 or greater
than 200.
 Status thresholds: The status thresholds provide a range to evaluate the base value
and target values. The visual also presents a high and low end of range between
which the base and target values fall.
Uses of KPIs in Power BI
Working with KPIs is easy and you can use them to display equally complex
information. The two main reasons why you should use KPIs in your Power BI reports
are:

 We use KPIs to measure progress i.e. the positive or negative change occurring
over time. For example – whether you are getting correct results or not, meeting
targets or lagging behind.
 We also use KPIs to measure the distance to a target or a goal. In this case, you
analyze how far behind you are in meeting your target.
Prerequisites to Use KPI in Power BI
The two very basic prerequisites to make KPIs in Power BI are:
 You must have Power BI Desktop downloaded on your system.
 You must have a data source or an existing report in relevance to which you can
create a KPI.
Requirements for Creating KPI in Power BI
The basic requirements for creating a KPI in Power BI Desktop are a base measure
value, a target value and a trend or threshold value. You will be needing a base measure
to evaluate a value. You can select a goal, target and base value from the dataset you are
working with to make your Power BI report. In the next section, we will learn how to
create a KPI by adding these values from your dataset.

Learn to work on Power BI Desktop in easy steps

How to Create a KPI in Power BI Desktop
Now, let’s learn how to create a simple KPI in Power BI Desktop from these simple
steps:

Open your report editor in Power BI Desktop then select a report on which you are
working.

On your right, you will see a Visualizations pane and a Fields pane.

From the Visualizations pane, select the KPI visual.

As soon as you select the KPI visual, you will see three blank spaces in the Fields
section; Indicator, Trend axis, and Target measure.
In our Fields pane, we have all the fields from the imported tables. We selected the field
values (from table TotalSalesThisYear) and put it into the Indicator column. Then we
put the field FiscalMonth in Trend axis column and the Goals field into Target measure
column.
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As you can see in the image above, our KPI is ready with the values we selected. You can
also format this KPI by selecting the paint roller icon i.e. the Format section. From here
you can set the properties of indicator, goal, trend axis, color coding, title, background, etc.

After formatting the KPI as per our preferences, the KPI looks as shown in the image
below.
The KPI shows total sales goal for the fiscal months of a fiscal year. As you can see, the
goal or target value of sales is $3.48 million, but the sales done were $3.18 million. This
indicates that the goal is not met and there is a negative difference of 8.56% between
the base value and the target value. This is the reason why the value is shown in red. If
the goal was met, then the value would have been green with a tick mark. If the base
value exceeds the target value with some amount then the corresponding percentage
will be shown with a plus sign.

Explore the Deployment Channels in Power BI Custom Visuals

KPI Custom Visualizations
The KPI we just built was built-in KPI which is a basic KPI visual that comes in Power
BI Desktop. In addition to this built-in KPI, there are several other KPI-related
visualizations that you can download from the Power BI Marketplace.

To add custom KPI visualizations from the marketplace, click on From

Marketplace icon.
From the Power BI Visuals dialog box, you will have all the available add-in
visualizations. For KPI related visuals, go to KPIs option and select from the list of
visuals like Bullet Chart, Dual KPI, Power KPI, etc.

All the visuals that you’ll select will appear in the Visualizations section of your report
editor.
Bullet Chart
The bullet chart represents a measure value and evaluates it against a target value.
Along with this, it provides a context to evaluate performances by performance markers
like poor, need improvement, satisfactory, good, and very good. These performance markers
are indicated by different colors such as red (poor), yellow(satisfactory), green
(good) or dark green (very good), etc. Every bullet bar is divided into these colored
sections.
Dual KPI
A dual KPI shows two KPI visuals next to each other. Such KPI visuals are dynamic in
nature and change values and info as you hover over the KPI. The dual KPIs does not
occupy much space and are very informative. It has small icons and labels marking
details related to the values shown.

KPI Indicator
The KPI indicator visual shows the status through a colored background. The base value
is shown by it and the difference between the base and target value is indicated via
percentage. The trend line in KPI indicator is shown as a line or a bar chart.
Power KPI
A Power KPI is a simple multi-lined chart that represents base values in the form of
lines of different colors. The target values are highlighted separately in the visual. The
Power KPI represents information in both graphic and textual way making it very
informative for the users.

Considerations and Troubleshooting

As we have seen by far, KPIs look easy, but they can be equally complex and lead to
problems in creating them. Often times when you are new in working with KPIs, your
KPI might look up to the mark. This can be due to several reasons. One, you might not
have placed the right fields in the right sections (indicator, trend axis, target measure).
Or, you might not have sorted the year or month fields properly. In the newer versions
of Power BI Desktop, you will see the Filters option through which you can sort the
fields.

Have you checked our Latest Tutorial on Filters in Power BI?

Summary
This concludes our tutorial on KPIs in Power BI. We hope you liked our explanation
and found it helpful. Using this information, you can create KPIs for your reports with
your data set in Power BI. Please provide your valuable feedback to us and stay tuned as
we’ll teach you some interesting concepts of Power BI
            
 

 Courses
1. Power BI Bookmark Tutorial
In our last session, we talked about Power BI Mobile Apps. Here, in this Power BI
Bookmark tutorial, we will learn how to arrange, utilize & empower Bookmarks in
Power BI.
Power BI Bookmarks helps you to capture the present configured view of a report page, with
the fliers and visuals. You can use the bookmarks to track your own progress in reports.
In this Power BI Bookmarks tutorial, we will discuss Bookmark as a slideshow,
how Power BI Bookmark uses for shapes & images, and Bookmarks in the Power BI
service. At last, we will cover the limitations and considerations.
So, let’s start Power BI Bookmark Tutorial.

How to Use Power BI Bookmark – A Complete Tutorial 2018

2. What is the Power BI Bookmark?

Utilizing Power BI Bookmark enable you to catch the as of now arranged perspective of
a report page, including sifting and the condition of visuals, and later let you return to
that state by basically choosing the spared bookmark.

You can likewise make a gathering of bookmarks, orchestrate them in the request you
need, and in this way venture through every Power BI bookmark in an introduction to
feature a progression of bits of knowledge, or the story you need to tell with your visuals
and reports.

Do you know How to Download & Install Power BI in 7 Simple Steps

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There are numerous utilizations for bookmarking in Power BI. You can utilize Power BI
Bookmark to monitor your own advance in making reports (bookmarks are anything but
difficult to include, erase, and rename) and you can make bookmarks to fabricate a
A powerpoint-like introduction, that means through bookmarks all together. In this
manner recounting a story with your report. There might be different utilizations, as
well, in light of how you figure bookmarks could best utilize.

3. Empower – Power BI Bookmarks

Starting with the March 2018 adaptation of Power BI Desktop, bookmarks are for the
most part accessible.

We generally recommend you move up to the latest discharge. Be that as it may, if your
adaptation of Power BI Desktop is before that discharge, you can attempt the
bookmarks include starting with the October 2017 arrival of Power BI Desktop, and for
bookmark-empowered reports, in the Power BI benefit also. To empower the see
highlight, select File > Options and Settings > Options > Preview Features, at that point
select the check box adjacent to Bookmarks.

Empower – Power BI Bookmark

You’ll have to restart Power BI Desktop after you make the determination to empower
the see adaptation of bookmarks.

4. How to Utilize Power BI Bookmark?

To utilize bookmarks in Power BI, select the View lace, at that point select the container
for Bookmarks Pane.

How to Utilize Power BI Bookmark

Show Bookmarks Pane by turning it on in the View lace.

When you make a Power BI bookmark, the accompanying components are spared with
the bookmark:

 The present page

 Channels
 Slicers
 Sort arrange
 Bore area
 Perceivability (of a protest, utilizing the Selection sheet)
 The concentration or Spotlight methods of any noticeable question
Let’s Create Workspace in Power BI – In 5 Min.
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Power BI Bookmark doesn’t presently spare the cross-featuring state.

Design a report page the way you need it to show up in the bookmark. Once your report
page and visuals are organized how you need them, select Add from the Bookmarks
sheet to include a bookmark.
 Utilizing Bookmarks in Power BI

Power BI Desktop makes a bookmark and gives it a non-exclusive name. You can
undoubtedly rename, erase, or refresh a bookmark by choosing the circles by the
bookmark’s name, at that point choosing an activity from the menu that shows up.
 Naming the Power BI Bookmark

When you have a Power BI bookmark, you can show it by essentially tapping on the
bookmark in the Bookmarks sheet.

You can likewise choose whether every bookmark will apply information properties, for
example, channels and slicers, the show properties. For example, spotlight and its
perceivability, and page changes that introduces the page that was unmistakable when
the bookmark was included. These capacities are helpful when you utilize bookmarks to
switch between visual kinds – in which case you would almost certainly need to turn
information properties off, so channels aren’t reset as clients change visual writes.

To roll out such improvements select the ovals beside the bookmark’s name, has
appeared in the past picture, at that point select or unselect the check stamps by data,
display, and different controls.

5. How to Organize Bookmarks in Power

BI?
As you make bookmarks, you may find that the request in which you make them isn’t
really a similar request you’d get a kick out of the chance to introduce them to your
gathering of people. Don’t worry about it, you can undoubtedly adjust the request of
Power BI bookmark.

Read about What are Power BI Admin Roles (Power BI Administration)

In the Bookmarks sheet, basically simplified bookmarks to change their request, as
appeared in the accompanying picture. The yellow bar between bookmarks assigns
where the hauled bookmark will be set.

How to Organize Bookmarks in Power BI

The request of your bookmarks can wind up vital when you utilize the View highlight of
bookmarks, as depicted in the following area.

6. Power BI Bookmark as a Slide Appear

When you have a gathering of bookmarks you might want to show, altogether. You can
choose View from the Bookmarks sheet to start a slideshow.
At the point when in View mode, there are a couple of highlights to take note:

1. The name of the bookmark shows up in the bookmark title bar, which shows up at
the base of the canvas.
2. Power BI bookmark title bar has bolts that let you move to the following or past
bookmark.
3. You can leave View mode by choosing Exit from the Bookmarks sheet or by
choosing the X found in the bookmark title bar.
 Power BI Bookmark

When you’re in View mode, you can close the Bookmarks sheet (by tapping the X on
that sheet) to give more space to your introduction. Furthermore, while in View mode,
all visuals are intuitive and accessible for cross-featuring, similarly as they would some
way or another be while interfacing with them.

7. Perceivability – Utilizing the Selection

Sheet
With the arrival of the Power BI bookmark, the new Selection sheet is additionally
presented. The Selection sheet gives a rundown of all items on the present page and
enables you to choose the protest and indicate whether a given question is noticeable.

Perceivability – Utilizing the Selection Sheet

You can choose a protest utilizing the Selection sheet. Additionally, you can flip whether
the question is at present noticeable by tapping the eye symbol to one side of the visual.
Have a look at Power BI Combo Chart with Fundamental, Single-Pivot Charts

Utilizing the Selection Sheet Perceivability

At the point when a Power BI bookmark is included, the obvious status of each protest
is likewise spared in view of its setting in the Selection sheet.

Note that slicers in Power BI keep on filtering a report page, paying little heed to
whether they are obvious. Accordingly, you can make a wide range of bookmarks, with
various slicer settings, and influence a solitary answer to a page to seem altogether
different (and feature diverse bits of knowledge) in different bookmarks.

8. Power BI Bookmarks for Shapes &

Pictures
You can likewise connect shapes and pictures to bookmarks in Power BI. With this
element, when you tap on a question, it will demonstrate the bookmark related to that
protest. This can be particularly valuable when working with catches; you can take in
more by perusing the article about utilizing catches in Power BI.

To relegate a Power BI bookmark to a question, select the protest, at that point grow the
Action segment from the Format Shape sheet, appeared in the accompanying picture.
 Power BI Bookmark – Shapes & Size

When you turn the Action slider to On you can choose whether the question is a back
catch, a Power BI bookmark, or a Q&A charge. In the event that you select a bookmark,
you would then be able to choose which of your bookmarks the protest is connected to.

There is a wide range of fascinating things you can do with question connected
bookmarking. You can make a visual chapter by chapter list on your report page, or you
can give diverse perspectives, (for example, visual writes) of a similar data, just by
tapping on a protest.

When you are in altering mode you can utilize ctrl+click to take after the connection,
and when not in alter mode, just tap the question take after the connection.
Let’s explore Power BI DAX Basics – Learn DAX Basics in 15 Min

9. Utilizing Spotlight
Another element discharged with bookmarks is Spotlight. With Spotlight, you can
attract regard for a particular diagram, for instance, while exhibiting your bookmarks in
View mode.
We should contrast Spotlight with the centre mode to perceive how they vary.

1. In a ccentremode, you can have one visual fill the whole canvas by choosing the
concentration mode symbol.
2. Utilizing Spotlight, you can feature one visual in its unique size, by making all
different visuals on the page blur to close straightforwardness.

Power BI Bookmark –  Utilizing Spotlight

At the point when the visual in the past picture has its concentration symbol clicked, the
page resembles the accompanying:
 Utilizing Spotlight for Bookmark in Power BI

Conversely, when Spotlight is chosen from the visual’s circles menu, the page looks like
what you seen here:

Power BI Bookmark – Utilizing Spotlight

In the event that either mode is chosen when a bookmark is included, that mode (center
or Spotlight) is held in the bookmark.

10. Power BI Bookmarks in Power BI

Benefit
When you distribute an answer to the Power BI benefit with no less than one bookmark,
you can see and interface with those bookmarks in the Power BI benefit. At the point
when bookmarks are accessible in a report, you can choose View > Selection sheet or
View >
Bookmarks sheet to demonstrate every one of those sheets.
View bookmarks and choice sheets in the Power BI benefit

In the Power BI benefit the Bookmarks sheet works similarly as it does in Power BI
Desktop, including the capacity to choose View to demonstrate your bookmarks all
together, similar to a slide appear.

Note that you should utilize the dark bookmark title bar to explore through the
bookmarks, and not the dark bolts (the dark bolts move you through report pages, not
bookmarks).

11. Impediments and Contemplations

In this arrival of the Power BI bookmark, there are a couple of impediments and
contemplations to remember.

 Most custom visuals should function admirably with bookmarking. In the event
that you keep running into an issue with bookmarking and a custom visual, contact
the maker of that custom visual and approach them to add bolster for bookmarks to
their visual.
 In the event that you include a visual report page subsequent to making a
bookmark, the visual will show in its default state. This additionally implies on the
off chance that you bring a slicer into a page where you already made bookmarks,
the slicer will carry on in its default state.
 Moving around visuals after a Power BI bookmark has been made will be
reflected in the bookmark.
So, this was all about Power BI Bookmark Tutorial. Hope you liked our explanation.

12. Summary of Power BI Bookmarks

Hence, in this Power BI Bookmark tutorial, we learned how to arrange, utilize &
empower Power BI Bookmarks. In addition, we discussed Bookmarks as a slideshow,
uses for shapes & images, and in Power BI service. At last, we covered the limitations
and considerations of Power BI Bookmark.

Power BI Gateway – A Complete Guide

covering all the major aspects
In this tutorial, we are going to learn about the gateway used in Power BI. We will start
by learning the major concepts of the gateway. Then move on to understanding the
types of gateway, its architecture, use, and installation process.

What is Power BI Gateway?

Power BI Gateway is a software that is required to access data situated in an on-premises
network. Gateway act as a gatekeeper for the on-premises data source. If anyone needs
to access on-premises data from a cloud or web-based app, the request goes through the
gateway. All the connection requests are attended by the gateway and access is granted
based on their authentication and requirements.
Gateways do not transfer data from the on-premises source to the client platform. But it
connects that platform directly to the on-premises data source. The client can directly
access data from its on-premises location to use it for making reports, dashboards and
data analysis. Gateway is used to facilitate connections between a single data source or
multiple data source to the on-premises data source.
Wait a minute! Do you know – How to Create Power BI Dashboard
Types of Power BI Gateway
You can select from two available types of gateways:
  Standard Mode
 Personal Mode
On-premises Data Gateway (recommended/standard):
This version of the on-premises data gateway allows connection with multiple on-
premises data sources for more than one user. You can use the data in Power BI, Azure
Analysis Services, Azure Logic Apps, Microsoft Flow, PowerApps, etc. You can establish
direct connections to multiple data sources just by once installing this type of data
gateway. This data gateway is recommended for complex scenarios where multiple
users need to access multiple data sources.
On-premises Data Gateway (personal mode):
The personal mode of on-premises data gateway is used by only one user to connect to
different data sources. It is recommended when only one person needs to access the
data sources. To create reports and dashboards using Power BI, the user cannot share
its access privilege with other users.

Power BI Gateway Architecture – Working

Power BI gateway functions act as a mediator between cloud services and On-premises
data sources. On-premises data gateways run as a Windows service. This Windows
service gets registered with the Gateway Cloud Service through Azure Service Bus.
Understand the architecture and working of data gateways with the help of the diagram
and points given below:

Mainly, the architecture is divided into three sections:

1. Cloud Services
2. Gateway Services
3. On-premises Data Sources
 A cloud service, say Power BI, creates a query which requires data from an on-
premises data source.
 This query from cloud services goes to Gateway Cloud Service with encrypted
credentials.
 The Gateway Cloud Services processes and analyses the request and forwards it to
the Azure Service Bus. You don’t need to configure Azure Service Bus separately as
it is managed by Power BI by default.
 The Azure Service Bus keeps all the requests to be sent forward to the On-
premises data gateway. The On-premises data gateway decrypts the credentials for
the data source and connects the user to the data source.
 Also, the On-premises data gateway forwards the query sent from Cloud Services
to the On-premises data source.
 The data query is executed at the data source which can be SQL Server, files,
SharePoint, SSAS, etc.
 Result of the query is returned to On-premises data gateway by the data source.
The On-premises data gateway sends the result back to the cloud service via Azure
Service Bus.
How to Use Gateway in Power BI
You will be ready to use the data gateway in Power BI by following the four steps given
below:

 Install a gateway in your system.

 Add users to the gateway who need to access data from On-premises data sources.
 Connect to on-premises data sources. This step is important because this is how
users can use data from On-premises data sources for data analysis and report
generation.
 Refresh on-premises data to keep the data in reports and dashboards up to date.
How to Install Power BI Gateway
You can install the gateway application on any server on a local domain.

Prerequisites
Make sure your system possesses the specifications given below that are necessary
requirements to install a data gateway for Power BI:

1. .NET 4.5 Framework

2. Windows 7 (64-bit version)/ Windows Server 2008 R2 or later
3. 8 core CPU
4. 8 GB memory
5. Windows 2012 R2 (64-bit)
The Process to Install Power BI Gateway
Follow the steps given below to install data gateway for Power BI in your system.

Step 1: Go to your Power BI workspace and click on the download arrow. Click on Data
Gateway option.

Step 2: A download page for data gateway will open. Click on DOWNLOAD GATEWAY option.

Step 3: The installation wizard opens. Click on Next.

Step 4: Select a gateway type then click on Next.

Step 5: You can either keep the default installation path or enter a new one. Check the
terms and conditions box then click on Install.
Step 6: Enter the email address of your Power BI account. Click on Sign In.

Step 7: In this step, select Register a new gateway on this computer. Then click on Next.
Step 8: Enter a name for the gateway and create a recovery key. Click on Configure.
Step 9: The next window will show the confirmation status of installation along with
other information such as the services to use this gateway with.
Adding a Data Source for Gateway
In the previous section, we learned about how to install or create a new gateway for
Power BI. Moving on, we will see how to add a data source for that gateway. We need to
add an On-premises data source. We will connect to this data source from a cloud-
based service via the gateway. Power BI Workspace is our cloud-based service.

 To begin adding a data source, open a .pbix that is a Power BI file residing in your
system. Once the Power BI file opens in Power BI Desktop, go to Edit Queries option
in the Home tab. Then select Data source settings option.
This will open all the paths of all the data sources being used in that Power BI
file. Select a data source that you want to add as a gateway data source. Then click
on Change Source.. option.
 A small dialog box will open where you will find the complete file path. Copy the
file path from here.

 Open Power BI Service/Workspace on the web. Now, we will add the data source
under a gateway so that we can access that data source on Power BI Service which is
hosted on the web.
 Click on the settings icon and select Manage gateways.

 After this, click on a gateway name that you want to add a data source to. Then
select ADD DATA SOURCE option. Paste the file path that you copied if your data
 source is an Excel file or some other similar file type. Fill in other options related to
your data source and click on ADD.

 If you have entered all the credentials correctly, you will get a confirmation
message saying “Connection Successful”.
You can’t afford to miss the Power BI Data Sources Tutorial
Gateway Connection Set up to a Dataset
The next step after adding a data source to a gateway is establishing a connection. This
connection will help a Power BI user to use datasets from the On-premises data source.
The data source that you have added must be on your local device. Then only you can
access it from Power BI Service.

 To set up a connection, open the Power BI Service/Workspace, go to Settings and

click on the Settings option from the list.
 Click on Datasets tab and select a dataset from the list of available datasets given
on the left. Next, click on the Gateway connection.

 If you have already added all the data sources to the gateway, select Use a data
gateway. Then select your gateway and click on Apply. In this way, you will
configure the dataset with your preferred gateway.
Troubleshooting of Power BI Gateway
There are some general issues that users usually face while creating gateway
connections and doing other gateway related activities:

 If you are having issues related to a personal gateway, then refer to the link given
below:
Troubleshoot Personal Gateway Issues
 If you are having issues related to an on-premises gateway, then refer to the link
given below:
Troubleshoot On-premises Gateway Issues
 If you can’t find a gateway in your dataset setting, that might be due to not adding
all the required data sources to your gateway. To fix this, you must first add all the
 data sources required to make a dataset and then configure the gateway with the
dataset.
 If you are having issues related to the gateway, you can access the gateway logs
from an on-premise data gateway. For this, you have to enable additional logging
system for the gateways in Power BI.
This concludes our tutorial on Power BI Gateway. We hope you found the explanation
helpful. Drop your suggestions and queries in the comment box below. We will be
happy to help.

How to Create Workspace in Power BI –

In 5 Min.
1. Objective
In our previous Power BI Tutorial, we talked about Power BI Dashboard. Here, we are going
to create Workspace in Power BI or in other words we are creating groups in Power BI
Workspace. In this instructional exercise, we will find out about how to make bunches in control
BI with the assistance of David and Selena.
So, let’s Know about How to create Workspace in Power BI.
 How to Create Workspace in Power BI – In 2 MIn

2. What is Workspace in Power BI?

After David welcomed Selena, he understands that he should rehash a similar offer activity for
each dashboard he makes. Besides, when other individuals wind up associated with the planning
procedure. He should send them the welcome for the majority of the dashboards he imparts to
the gathering. Luckily, David finds that he can make a gathering of clients with whom he can
naturally share the greater part of his dashboards, and furthermore give altering rights to specific
clients inside that gathering. By making gatherings of clients in Power BI, you increment the
level of joint effort among them.

The main admonition is that you should have a Power BI Ace permit to approach the gathering
highlight; You can’t make bunches by utilizing the free form of Intensity BI. Be that as it may,
you can attempt Power BI Star for 60 days for nothing out of pocket, giving you a chance to
assess this element and decide if it is useful for your organization.

Do you know What is Architecture of Power BI?

Follow the below information to create a group (Workspace in Power BI).

3. How to Create Groups in Power BI

Accepting that you—and David’s association—pick to buy a Power BI Ace permit, to make a
gathering, in the My Workspace sheet, promptly underneath the rundown of workspaces, tap the
“+” catch to one side of Make A Gathering, as exhibited in Figure. (You may need to click My
Workspace to open that sheet)

Groups / Workspace in Power BI

David taps the “+” catch, which opens the Make A Gathering exchange enclose which he makes
a gathering named Spending plan 2016. This gathering will at first incorporate himself as
executive and Selena as a part. In the Protection segment, appeared in Figure, you can
characterize the security levels of the gathering.
 How to Create Workspace in Power BI
What’s more, protection settings that gathering overseers can change later?

Each gathering has two protection settings. The principal decides if the gathering is
unmistakable just to its individuals or likewise by different clients inside the association who are
not individuals from the gathering. Here are the conceivable decisions:

 Private Just affirmed individuals can see the consequences of the gathering’s exercises.
 Public Anybody can perceive what the gathering is doing.
The second setting determines whether all the gathering individuals can adjust the substance
of reports and dashboards. There are two decisions:
 Members can alter Power BI content.
 Members can just view Power BI content.
On the off chance that you select view-just during the current second setting, just gathering
managers can alter dashboards in Power BI.
With David having arranged the gathering as appeared in Figure, Selena will have the capacity
to alter the substance of dashboards and reports incorporated into the gathering. David and
Selena will see people in general gathering in their rundown of gathering workspaces, as
delineated in Figure.
The rundown of gathering workspaces in Power BI is incorporating every one of the gatherings
of which the client is a part.
Follow this link to know A Complete Power BI Report Server Tutorial

Workspace in Power BI
Hence, we create a new group or workspace in Power BI. David has made a gathering, he can
make reports and dashboards in the gathering that will be quickly obvious by Selena. In any
case, he should import the information for these reports in a similar gathering; he can’t move
into the gathering what he as of now made in his own workspace. Bringing in information and
making the reports will require some time now, rehashing a similar activity he has effectively
done. In this manner, when you know you will work with a group, it is a smart thought to make
the gathering at the start, and spare yourself a great deal of excess work later on

.So, this was all about Creating Workspace in Power BI. Hope you like our explanation.

4. Conclusion
Hence, in this tutorial, we learned how to create Group and Workspace in Power BI. Still, you
face any problem, feel free to ask in the comment section.

Incredibly Easy Method to Create

Power BI Dashboard – Best Tutorial
Ever!
Moving forward in our DataFlair series of Power BI tutorials, the next interesting topic
is Power BI Dashboard. Power BI Dashboard is a fundament element in Power BI
Desktop. Every time you are working on Power BI Desktop, you are essentially working
in the direction of creating a dashboard. So, having good knowledge of the Power BI
dashboard is very important.

What is Power BI Dashboard?

A dashboard is a canvas on which you bring different elements or visualizations representing
datasets together. It will give you an overview of the story that lies in the detailed BI
report as it contains all the important elements from a report. A dashboard is always a
single page whereas a report can be many pages long.
You can add important or main visualizations made on a Power BI development tool on
a dashboard. Each visualization is represented as a tile on the dashboard. Tiles make a
dashboard look more organized and understandable. To add a visualization from your
report to a dashboard, simply pin it on the dashboard. A user or consumer can access
the source report from where visualization is taken by clicking on its tile.

The designers create a dashboard and publish it on Power BI sharing platforms and
consumers use the dashboards from there. A consumer cannot make changes in a
dashboard. Rather, they use the dashboard for analytical purposes like getting a
quick insight into their business, making an important decision based on the information given
on a dashboard, etc.
How to Create Dashboard in Power BI
Before proceeding ahead, please download Datasets:

 Customer DataSet
  Order DataSet
 Sales DataSet
 Region DataSet
 Product DataSet
In this section, we’ll learn how to create a Power BI dashboard from scratch. In our
exercise, we’ll create a Sales and performance dashboard. To create this dashboard, we
will import sales data related to customers, products, regions, orders, and sales details into
Power BI system. Using this data, we’ll create different kinds of visualizations to
represent various aspects of the imported data.
So, let’s get started with dashboard creation.

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As soon as you open Power BI Desktop, a workspace will appear. Notice the sections
indicated by red arrows in the image below.
On the top bar, you have tabs like Home, View, Modeling, and Help having a range of
options in them. On the right are two sections, Visualizations and Fields. From the
Visualizations section, you can select a visual and edit it. The Fields section contains all
the fields from the data tables you imported. Just select fields from here to add them to
your visual.
Explore the Deployment Channels in Power BI Custom Visuals
On the left, there are three buttons for Report, Data, and Model. We will discuss them
later.
Step 1: Importing data
The first task you need to do when you start with creating a dashboard in Power BI is to
import data from source files. Click on Get Data option to select a data source of your
choice. Select a data source and click on Connect. You can prepare the data imported in
the Power Query Editor.
Step 2: Formatting
From the Data tab, you can access all the imported tables and view them in tabular
form. On the right, you’ll find a list of tables and fields within those tables. You can
select a table or field to perform formatting actions on them. If you have fields such
as date, time, city, state, percentage value, currency, etc. you can change the format or data
type from the Modeling tab.
Learn to Create Calculated Columns in Power BI Data Modeling
Step 3: Modeling
Although the relationships and associations between the tables that you load are
already created by the Power BI’s engine, still you can view and make changes in the
data model from the Model tab given on the left horizontal bar. The relationships
between the two tables are indicated by links joining two common fields.
Step 4: Creating a KPI for Total Sales and Gross profit
So, for our dashboard, we imported five tables; customer details, order details, place
details, product details, and sales details. The first visualization that we’ll make is a KPI.
Select KPI from the visualizations section.

Select fields you want to add in the visual from the Fields section. You can also drag and
drop the fields into respective columns indicated by the arrow in the image below.
You can select fields, apply filters and format the visual from the Format icon. The first KPI
we prepared shows Total sales.
The second KPI shows the Gross profit.
 

Step 5: Creating a chart showing Sales by State and Category

Next, we’ll create a Stacked bar chart which is going to show sales value by state and
category of product. Add this chart from the Visualizations.
Add fields in the chart and format the title, data labels, legend, axes, plot area, data
colors, etc. As you can see in the image below, the stacked bar chart shows total sales in
each state for the three main categories (Furniture, Office supplies, and Technology).
Step 6: Creating a chart showing Sales and Gross profit by Year
Moving on, the next visualization we need to create is a column chart (Line and
clustered column chart). We will create this visual to show the total sales and gross
profit by year (2017,2018 and 2019).

Select a Line and Clustered Column Chart from the Visualizations section.

Then add fields to add into the visual. You can see the selected fields in the Fields tab.
Our final visual looks as shown in the picture below. The yellow bars shows the
total sales of three years (for about 5 months of 2019) and the red line shows the profit
trend of three years.

Step 7: Creating a chart showing Sales by month

Next, we’ll create an area chart that will show the total sales of products over a span of
12 months. We created an area chart by selecting the Area chart from Visualizations and
adding respective fields into it.
Area chart option in visualizations section
The area chart that we created looks something like this.

On the x-axis, it has months in which product was sold and the y-axis displays the sales
values.

Know all the aspects of Basic Area Chart in Power BI

Step 8: Creating a multi-row card
In addition to visually representing data via graphs and charts, you can display data as
textual information using cards or multi-row cards. So, we’ll add a Multi-row card from
the Visualizations section.
We have a multi-row card which shows the information related to product categories,
total sales per category, total units sold and gross profit.
Step 9: Creating a map showing total units sold by state
From the wide range of visualizations available, we can also represent information on
the map. In our dashboard, we will add a map showing total units sold per state in the
USA. We selected a Filled map from the Visualizations section.
Next, we will add fields into the map.
The final map will show the total number of units sold in the states.

Step 10: Adding a Slicer for Sub-categories of products

Lastly, we’ll add a Slicer for Sub-categories of products in the record. Using this slicer,
users can select specific categories and filter through data. Upon making a selection in
the slicer, all the other visuals will undergo changes and show only the visuals related to
the selected field or value.
Here is a closer look at the slicer we added into our dashboard.

Step 11: Finish the final dashboard

Now that we are done adding all the different types of visuals and graphics that we
needed on our dashboard, we are nearing the final steps. Adjust and resize the
visualizations on the dashboard as you like. You can also select a theme for the dashboard,
its page size, background, etc.
Step 12: Publish the dashboard
Once your dashboard is ready, you can publish it on the Power BI workspace. First, save
your dashboard in your system.

Go to the Publish option to publish the dashboard on the web. Log in into your Power
BI account and publishing process will be successful. Then, you will get a link to a web
source where the dashboard is uploaded and available for other users’ access.
Dashboard vs Report
Let us run through some quick points to make the difference between a dashboard and
a report clear.

Capability Dashboard Report

Pages Consists of one page only   Can be of one or more pages

Can have data tiles from one or more datasets

Data sources It has a single dataset per report
or reports

Can perform filtering, slicing and

Filtering Cannot perform filtering or slicing
highlighting

Set alerts Enables you to set alerts for emails No option for setting alerts

Enables you to set only one dashboard as a

Featured reports No option to create a featured dashboard
featured dashboard

Accessing dataset tables Does not allow viewing or accessing Provides the option for viewing dataset
and fields underlying datasets tables and fields tables, fields and values

Summary
With this, we conclude our Power BI Dashboards Tutorial. We learned about the
dashboards and how they are different from reports. Also, we conducted a detailed
exercise of creating a dashboard in Power BI with sample data. You can use your own
data sets and create a dashboard suiting your situation and requirements.

How to Share Power BI Dashboard –

Outside Organization/Clients
1. Objective
In our last Power BI tutorial, we studied How to Create Workspace in Power BI. Today,
in this instructional exercise, we will figure out how to Share Power BI Dashboard –
Outside Organization/Clients. Moreover, we will discuss different ways to share
internal & external clients.
So, let’s see How to Share Power BI Dashboard.
 How to Share Power BI Dashboard – Outside Organization/Clients

2. Imparting Power BI Dashboard

Despite the fact that Power BI is intended for you to impart a dashboard to clients who
are inside a similar association, you can likewise impart dashboards to individuals from
different associations.
Follow this link to know more about Microsoft Power BI

3. Power BI recognizes “an association”

The way Power BI recognizes “an association” can be depicted as takes after:

 Every client requires an email address inside the space of the organization.
 Power BI does not acknowledge bland email spaces, for example, [Link],
[Link], et cetera. Your organization needs an extraordinary space name, and the
majority of the clients must have an email address inside that area. The majority of
 the clients including an email inside a similar space are thought about a piece of a
similar association.
 If you utilize Microsoft Office 365 as well as Microsoft Purplish blue Dynamic
Index, you may have diverse spaces having a place with a similar association. This is
the main case for which clients having an email with an alternate space name have a
place with a similar association for Power BI.
Note- On the off chance that you don’t know whether your association as of now utilizes
Office 365 and Sky blue Dynamic Index, ask your IT manager, and on the off chance
that he might want to peruse more specialized insights about verification in Power BI,
allude him to the accompanying records:
[Link] power-bi-security
and [Link] downloads the Power BI
Security white paper)

4. Ways to Share Power BI Dashboard

At first glance, that appears to be somewhat prohibitive. However, in all actuality, you
additionally can impart a dashboard to clients in different associations. It utilizing an
indistinguishable strategy from that depicted in the past segment. Nonetheless, when
you indicate an email address with an area other than that of your association, you will
see a message like one appeared in Figure, which we get when he endeavors to impart a
dashboard to a merchant.

Ways Share Power BI Dashboard with Clients

Read about Power BI Data Modeling – Creating Calculated Columns
The message that showcases when you attempt to impart a dashboard to somebody
outside of your association.
It is vital to comprehend the contrast between a client inside your association (inward
clients) and outside of it (outer clients.
a. How to Share Power BI Dashboard with Internal
Clients
You can welcome inward clients to share a dashboard by email or by sending them the
URL of the dashboard. In the last case, clients must be approved. In the event that a
client does not have approval, she can request authorization when she taps the
dashboard URL.

b. How to Share Power BI Dashboard with External

Clients
You can share Power BI dashboard to outside clients just by welcoming them by email.
At the point when an outer client gets the email. She should sign in to Power BI utilizing
a similar email account utilized as a part of the welcome. In the event that she never
beforehand utilized Power BI, she can make a free record the first occasion when she
signs in.
At long last, you can distribute a report (however not a dashboard) on the web. To do as
such, select the report, tap the Record menu. After that snap Distribute To Web, as
portrayed in Figure 2-8. In the Implant.
In An Open Site (Review) exchange box, click Make Implant Code. This makes an open
page that anybody can visit. Remember. However, that you can’t control who can see
such a report. Which means any individual who has the URL can see your information.
Consequently, you should utilize this strategy just when you need to distribute data
planned for open utilization; for instance, a report inserted in the general population
site of your organization.
Do you Know about Power BI Admin Roles (Power BI Administration)
The Record menu incorporates the Distribute To Web charge, which makes a report
accessible on the Web.
 How to Share Power BI Dashboard with External Clients
The Distribute To Web include guides you in making an open page, getting a URL that
you can send in an email. The HTML code required to install the report in a page of a
site you possess. For more specialized data about distributing an answer to the web and
to get a nitty gritty well ordering guide.
So, this was all about how to share Power BI Dashboard. Hope you like our explanation.

5.  Conclusion
Hence, in this instructional exercise find out How to Share Power BI Dashboard with
outside organization/ Internal & External Clients. If you had any query, feel free to ask
in the comment section.

Power BI View Dashboard & Report on

Mobile, Tab, PC
1. Objective
In this Power BI tutorial, we will learn about how Power BI Create dashboard & report
on iPhone, iPad, Android Phone, Android Tablet, Windows 10. Moreover, we will
discuss the How power BI view dashboard on land space mode of Windows 10 Devices.
At last, we will discuss what is one difference between viewing a Power BI dashboard on
a mobile phone and on a tablet?
So, let’s start How Power BI View Dashboard.

Power Bi View Dashboard & Report on Mobile, Tab, PC

2. How Power BI View Dashboards on

iPhone?
Here, are the steps for Power BI view Dashboard on iPhone.  Open the ability atomic
number 83 app on your iPhone and sign up. Need to transfer the iPhone app from the
Apple App Store?

Do you know Power BI Free vs Pro (Paid)?

a. Tap a dashboard to open it.
 Power Bi View Dashboard & Report on Mobile, Tab, PC
The yellow stars Favorite stars show that dashboards area unit favorites.
The notation below every dashboard name (in this case, “MBI”) knowledge
classification shows. However, the information in every dashboard is assessed. browse
additional concerning knowledge classification in Power atomic number 83.

b. By default, Power atomic number 83 dashboards look a bit totally different on your
iPhone. All the tiles seem constant size, and they are organized one once another from
prime to bottom.
 Power BI View Dashboard iPhone
Also, Read – How to Use Analytics Pane in Power BI Desktop?
The Power atomic number 83 service you’ll produce a read of the dashboard specifically for
phones in portrait mode.
Or just flip your phone sideways to look at the dashboard in landscape mode on your
phone.

Power BI View Dashboard iPhone

c. Swipe up and right down to see all the tiles within the dashboard. You can:
 Tap a tile to open it focused mode and act with it.
 Tap the star Favorite star to create it a favorite.
 Then, tap Invite icon to ask a colleague to look at your dashboard.
d. Sync the dashboard along with your Apple Watch.
To get back to the list of dashboards, faucet the arrow next to the dashboard title, then
faucet My space.

Power BI View Dashboard iPhone

View dashboards in landscape mode in your iPhone

Just flip your phone sideways to look at dashboards in landscape mode. The dashboard
layout changes from a series of tiles to a read of the complete dashboard—you see all of
the dashboard’s tiles even as they’re within the Power atomic number 83 service.
Dashboard landscape

You can use the “pinch” gesture to rivet and out on totally different areas of your
dashboard, pan to navigate it. And you’ll still faucet a tile to open the tile focused mode
and act along with your knowledge.

Follow this link to know about Data Sources for Power BI Benefit

3. How Power BI View Dashboard on iPad?

a. Open the Power BI app.
Here, are the steps for Power BI view Dashboard on iPad. Need to transfer the iPad app
from the Apple App Store first? Tap Dashboards at the highest of the app.

Power Bi View Dashboard & Report on Mobile, Tab, PC

The yellow stars Favorite star show that dashboards area unit favorites.

The notation below every dashboard name (in this case, “MBI”) knowledge
classification shows, however, the information in every dashboard is assessed. browse
additional concerning knowledge classification in Power atomic number 83.

b. You can share a dashboard from your space. faucet the deletion (…) within the lower-
right corner of the dashboard tile, and faucet Invite Others.
 Power BI View Dashboard iPad
c. You can conjointly faucet a dashboard to open it and see the tiles in this dashboard.
whereas on the dashboard you’ll act with it:

Power BI View Dashboard iPad

 Tap a tile to interact with the tile.
 Open the reports behind the tiles.
 Invite others to look at the dashboard.
 Annotate and share an exposure of a tile.
Follow this link How to Create Workspace in Power BI – In 5 Min.
d. To go back to My space, faucet the name of the dashboard within the upper-left corner,
then faucet My space.
 Power BI View Dashboard iPad

4. How Power BI View Dashboard on

Android Phone?
Here, are the steps for Power BI view Dashboard on Android Phone.

a. Open the ability atomic number 83 app on your robot phone and sign up.
Need to transfer the robot app first?

b. Tap a dashboard to open it.

Power BI View Dashboard Android Phone

Yellow stars Favorite star show that dashboards area unit favorites.
A notation below a dashboard name (in this case, “MBI”) knowledge classification
shows. However, the information in every dashboard is assessed. browse additional
concerning knowledge classification in Power atomic number 83.

Power atomic number 83 dashboards look a bit totally different on your robot phone.
All the tiles seem constant breadth, and they are organized one once another from
prime to bottom.

Power BI View Dashboard Android Phone

Have a look – Q & A in Power BI Desktop
If you are the dashboard owner, within the Power atomic number 83 service you’ll
produce a read of the dashboard specifically for phones in portrait mode.

While on the dashboard, you’ll faucet the vertical deletion (…) next to the name to ask a
colleague, refresh, or get data concerning the dashboard:

Power BI View Dashboard Android Phone

Swipe up and right down to see all the tiles within the dashboard.

To go back to the dashboards home page, faucet the dashboard name to open the crumb
path, then faucet My space.

5. How Power BI View Dashboard on

Android Tablet?
Here, are the steps for Power BI view Dashboard on Android Tablet.

a. Open the ability atomic number 83 app on your android phone and sign up.
Need to transfer the robot app first?

b. Tap a dashboard to open it.

Power BI View Dashboard Android Phone

 The yellow stars Favorite star show that dashboards area unit favorites.
 The notation below every dashboard name (in this case, “MBI”) knowledge
classification show, however, the information in every dashboard is assessed.
browse additional concerning knowledge classification in Power atomic number 83.
Do you know What is Power BI Desktop?
c. While on the dashboard, you’ll faucet the vertical deletion (…) next to the name to ask a
colleague, refresh, or get data concerning the dashboard:
 Power BI View Dashboard Android Phone
d. Swipe up and right down to see all the tiles within the dashboard.
You can use the “pinch” gesture to rivet and out on totally different areas of your
dashboard, pan to navigate it. And you’ll still faucet a tile to open the tile focused mode
and act along with your knowledge.

e. To go back to the dashboards home page, faucet the dashboard name to open the crumb
path, then faucet My Workspace:

Power Bi View Dashboard & Report on Mobile, Tab, PC

You can use the “pinch” gesture to rivet and out on totally different areas of your
dashboard, pan to navigate it. And you’ll still faucet a tile to open the tile focused mode
and act along with your knowledge.

6. How Power BI View Dashboards on

Windows 10?
Here, are the steps for Power BI view Dashboard on Windows 10.

a. Open the ability atomic number 83 app on your Windows ten device and sign up.
Need to transfer the app first?
Tap a dashboard to open it.

Power BI View Dashboard Windows 10

 The black stars show that dashboards area unit favorites.
 The notation below every dashboard name (in this instance, MBI) shows.
However, the information in every dashboard is assessed. browse additional
concerning knowledge classification in Power atomic number 83.
Read about the Working of Power BI Administrator Portal
Power atomic number 83 dashboards look a bit totally different on your Windows ten
phone. All the tiles seem constant breadth, and they are organized one once another
from prime to bottom.
 Power BI View Dashboard Windows 10
You can conjointly flip your phone sideways to look at dashboards in landscape mode
on your phone.

Tip – If you are the dashboard owner, within the Power atomic number 83 service you’ll
produce a read of the dashboard specifically for phones in portrait mode.
b. In the dashboard, you can:
 Tap a tile to open and act with it.
 Then, tap the complete Screen icon Full-screen icon to gift your Power atomic
number 83 dashboard without boundary lines or menus like Slide Show read in
PowerPoint.
 Tap the Invite icon Invite icon to share your dashboard with a colleague.
 Now, Tap the star Favorite star to create the dashboard a favorite.
 Tap the Pinto begin icon to pin the dashboard to your Windows begin screen.
To go back to the dashboards home page, faucet the dashboard name to open the crumb
path, then faucet My Workspace:

Power BI View Dashboard Windows 10

7. How Power BI View Dashboard in
Landscape Mode on Windows 10 Phone
You can conjointly read dashboards in landscape mode, simply by turning your phone.
The dashboard layout changes from a series of tiles to a read of the complete dashboard
— you see all of the dashboard’s tiles ordered out as they’re within the Power atomic
number 83 service.
You can use the “pinch” gesture to rivet and out on totally different areas of your
dashboard, pan to navigate it. And you’ll still faucet a tile to open the tile focused mode
and act along with your knowledge.

Power Bi View Dashboard & Report on Mobile, Tab, PC

So, this was all about how can Power BI view dashboard & Report. Hope you like our
explanation.

8. Conclusion
Hence, in this article, we learned about to Power BI view dashboard on a mobile phone
with a different operating system. Furthermore, if you have any doubt, feel free to ask in
the comment section.
What are Power BI Admin Roles
(Power BI Administration)
1. Objective
In our last Power BI tutorial, we studied Power BI Data Source. Today in this Power BI
Admin tutorial, we will learn about the various roles of Power BI administration:
Purchasing, REST API, and Security.
So, let’s start Power BI Admin Tutorial.

What are Power BI Admin Roles (Power BI Administration)

2. Roles of Power BI Admin

Power BI administration role is allotted to those that need admin privilege on Bi Admin
portal, while not granting workplace 365 access. To provide admin access, navigate to
workplace 365 Admin Center, choose Users so Active Users. Navigate to the Roles tab
and click on the Edit choice.

Power BI Admin Roles

Navigate to the made-to-order Administrator tab and choose Power BI Admin(Power
BI Service Administration).
Do you know about Architecture of Power BI
a. Purchasing
Microsoft Power BI could be a freshly designed tool from Microsoft, that consists of the
subsequent elements −

 Power BI Desktop
 Power BI Service
 Connector entry
[Link]
Power BI desktop could be a free tool which will be put in from the Microsoft web site
with none further price.

Roles of Power BI Administration – Purchasing

This is the link to directly transfer Power BI files −
[Link]

Roles of Power BI Administration – Purchasing

Roles of Power BI Administration – Purchasing

Power BI has 60-days free trial so it may be purchased for nine.99$/user/month. Power
BI Premium is as per the capability rating per node/month. Microsoft Power BI
additionally provides on-premise report server, which may be used for business
enterprise a report with the pliability to maneuver to the cloud surroundings later.
[Link]

Power BI Admin Roles – Purchasing

A trial version is additionally obtainable for Power BI professional Report Server and as
per the corporate website Power BI Report Server provides access to information and
insights, and therefore the enterprise reportage capabilities of SQL Server reportage
Services during a fashionable, on-premises answer.
It assists in visually exploring information and quickly discovering patterns to form
higher, quicker selections. At a similar time, it generates exactly formatted reports
supported the business desires. You’ll even be ready to with confidence scale to
thousands of users as Power BI Report Server is predicated on a well-tried, enterprise-
grade platform.
Do you know How to Create Power Bi Dashboard
b. REST API
In Power BI, it’s additionally potential to push information in real time mistreatment
REST genus Apis. With Power BI REST API, you’ll be able to produce information sets,
dashboards, add and delete rows and obtain teams.
A Power BI REST API may create mistreatment any of the subsequent technologies −

 .NET
 JQuery
 Ruby
To certify Power BI, you would like to induce associate Azure Active Directory token
and this could permit your app to access Power BI dashboards.
Following is that the C# code to induce associate authorization code from Azure AD in
Power BI service.

Roles of Power BI Administration – REST API

c. Security
Azure Active Directory (AAD) authentication employ in Power BI once a user
authenticates mistreatment Power BI service. Power BI login credentials may associate
email account utilize by users to line up their Bi account and is an efficient username.
Power BI provides a security level utilized by an Azure cloud that has the subsequent
level of security −
 Multitenant Surroundings Security
 Networking Security
 AAD Based Mostly Security
For information storage, there are 2 totally different repositories utilize in Power BI−

 Azure BLOB
 Azure SQL information
The Azure BLOB storage employ for information uploaded by users and Azure SQL
information employ to store system information. Power BI security usually supports
information and network security measures obtainable in Azure cloud and
authentication is additionally support Azure AD.
Let’s discuss Power Bi Data Modeling 
So, this was all about Power BI Admin Tutorial. Hope you like our explanation

3. Conclusion
Hence, in this tutorial, we studied what is Power BI admin. In addition, we discussed
the roles of Power BI Administration. Still, you have a query, feel free to ask in the
comment section.
Related Topic- Download & Install Power BI

Power BI Report Server – An

Informative Guide for Beginners!
Continuing with our Power BI  DataFlair tutorial series, now, we will learn about Power
BI Report Server. As we know, Power BI as a technology is a collection of several other
technologies and services. Power BI Report Server is one such crucial technology. Here,
we will learn about its different aspects:
 Basic Features
 Installation
 Working/architecture
 Components
 Features of Latest Version

What is Power BI Report Server?

Power BI Report Server is an on-premises report server that is used to host Power BI
reports. The reports hosted on the on-premises report server are displayed to the users
via a web portal. You can also host paginated reports, mobile reports, and KPIs on the report
server because it is built upon SQL Server Reporting Service’s (SSRS) architecture. You
can access and view all the types of reports on report server using a web browser,
mobile device or via email.
There are many advantages of using an on-premises report server to host Power BI
reports. It is compatible with the Power BI Service and you can easily integrate it with
your existing Reporting Services. Also, on-premises report server is preferred by many
organizations from a security point of view. Organizations find it safer to host
important reports on a secure on-premises solution rather than on the cloud.

Do you know – How to Create KPI in Power BI Desktop?

Power BI Report Server Features
As we know, report server runs on SSRS framework and so we can call it a subset of
SSRS. Being a subset, it has some key features and an important role to play. We have
discussed some key features below:

 The report server hosts Power BI reports on-premises. One can share reports and
collaborate with other users by using the on-premises report server. Also, it has the
unique capability to deploy and use mobile reports (.rsmobile), paginated
reports (.rdl) and KPIs.
 It can render custom visualizations. Users hosting their Power BI reports on this
on-premises server gets an added 100 custom visuals to the default ones.
 Users can connect to the this from Power BI Mobile. They can access reports from
the report server easily. Presently, the report server is supported by iOS, Android,
Windows mobile platforms.
 From the on-premises report server, users can access and interact with reports on
a web platform. They can use and apply actions like cross-filtering, tooltips, slicers,
data exploration, etc.
 Users can export data from reports hosted on a Report Server to a CSV format
file.
Must Learn – Ways and Steps to Import Custom Visuals in Power BI
How to Install Power BI Report Server
System Requirements
To install the report server, your system must be compatible with the system
specifications given below:

 You must have any one of the following platforms – Windows 10/Windows
8/Windows 8.1/Windows Server 2012/ Windows Server 2012 R2/Windows Server 2016.
 .NET Framework 4.5.2 or later.
 SQL Server Database Engine (2008 or later). This is for storing a report server
database.
 SQL Server Analysis Services (2012 SP1 CU4 or later). It is needed for your Live
Analysis Services data sources.
Steps to Install Power BI Report Server
Now, let us move forward and learn the process of installing the report server.

Step 1: Go to the Microsoft Download Center from the link given below:
Download Power BI Report Server
Then, click on the Red Download button.
Step 2: Select the download file and click on Next.
Step 3: The install wizard will start. Click on Install Power BI Report Server.
Step 4: Next, choose the edition you wish to install. You will get a free edition and a
premium edition.
For the premium edition, you need to enter a product key. You can find the premium
product key from the settings of Power BI Premium.
Also, there are two types of free edition; Evaluation (expires in 180 days) and Developer.

Step 5: The next window will show the license terms. Take a look, check the “I accept the
license terms” and click on Next.
Step 6: You will require an instance of the SQL Server Database Engine. Click the radio
button for “Install Power BI Report Server only” and click Next.
Step 7: Next, specify the install location and click on Install. The path is C:\Program
Files\Microsoft Power BI Report Server.
Step 8: Click on Configure once your setup is completed.
Power BI Report Server Architecture
Have a look at the workflow diagram below to understand the architecture and working
of report server better.
The report authors work on Power BI authoring tools such as Power BI Desktop to create
reports. The reports are developed using data from data sources available to connect
with Power BI. Once the reports are ready, you then go to the Report Server. The server
hosts the reports and its web portal is displayed. Users can consume the reports hosted
on the report server via the web portal. They can use the web portal from any device
that supports it such as a desktop, laptop, tablets, and phones.
Components of Power BI Report Server
There are several important components related to the report server. Read in detail
about them in the sections below:

1. Web Portal
The web portal is to display reports that are hosted on the Power BI Report Server. You
can access the web portal from any latest browser. The web portal has all the reports
and KPIs loaded on to the report server. You can perform several activities using the
web portal such as on-demand report access, take a subscription for published reports, apply
custom brandings to the web portal, and schedule report processing. There is varied content
on the web portal such as Power BI reports, mobile reports, paginated reports, KPIs and
Excel workbooks. These different report types are arranged in the same order in a
traditional folder hierarchy. Reports are grouped by report types as mentioned earlier.
You can also access shared datasets and shared data sources via separate folders in the
portal.
2. Power BI Reports
The most important part of the entire concept is the Power BI reports. Power BI reports
are multi-paged informative file representing a data model through visualizations. Power BI
Desktop has loads of visualization types which you can use to create the report. You can
have as many pages in a report with as many visualizations, you want to use.
You can create reports (.pbix) on a Power BI Desktop (optimized for report server). Later
you can publish these Power BI reports on the web portal for others to view and use.
Business users and other types of users can extract essential knowledge and insights
from these reports.
There are two more types of reports hosted in the report server and they are:

1. Paginated Reports
2. Mobile Reports.
 Paginated Reports
A paginated report is an organized, document style page to page report. The extension
used for a paginated file is .RDL. Paginated reports are saved as paged documents where
you can expand the document vertically and horizontally to view the complete data.
Such reports are pixel-perfect with a fixed layout. They can be the best options when
you want to print a report from a PDF or Word file.
 Mobile Reports
Another type of reports that the server hosts and shares on its web portal are the mobile
reports. These are like Power BI Reports but adaptable to the screen of the mobile
device you are viewing them on.

Don’t forget to check – How to apply Filters to Power BI Reports

Latest Power BI Report Server Features – January 2019
Update
The latest version of the report server is the January 2019 update. We have listed a few
good and new features of its latest version here:

 Row-level security
 Scatter charts supporting dot plot layout
 Built-in report themes
 Filter cards in search
 Improves report accessibility
 Helps in improving DAX editor
  Improve modeling accessibility
 New DAX functions such as NonVisual functions, IsInScope function.
 New transport layer security settings
 Better keyboard shortcuts dialog
Features like expanding and collapsing matrix row headers, copy values and selections
from table and matrix, set tab order, the tooltip for button visuals, etc. are also added.

Summary
This was all you need to learn about the Power BI Report Server. In this article, we took
a brief look at its core concepts such as features, installation process, architecture, and
components. We hope our explanation helped you learn in detail about it.

AX in Power BI – Functions you need to

be Aware Of!!
Another important topic that we have is DAX in Power BI. It is a very essential topic in
Power BI, therefore we gave our best to provide you with a thorough article on the
concepts and uses of DAX formulas while working on Power BI Desktop for data
analysis.
So, let’s quickly start the tutorial.

DAX in Power BI
DAX stands for Data Analysis Expressions i.e. such expressions or formulas that are
used for data analysis and calculations. These expressions are a collection and
combination of functions, operators, and constants that are evaluated as one formula to
yield results (value or values). DAX formulas are very useful in BI tools like Power BI as
they help data analysts to use the data sets they have to the fullest potential.
With the help of the DAX language, analysts can discover new ways to calculate data
values they have and come up with fresh insights.

Have a look at some key points about DAX which will help you understand the concept
better.

 DAX is a functional language i.e. its complete code is always a function. An

executable DAX expression may contain conditional statements, nested functions, value
references, etc.
 DAX formulas have two primary data types; Numeric and Non-numeric or Others.
The numeric data type includes integers, decimals, currency, etc. Whereas, the non-
numeric consists of strings and binary objects.
 DAX expressions are evaluated from the innermost function going to the
outermost one at the last. This makes formulating of a DAX formula important.
You can use values of mixed data types as inputs in a DAX formula and the conversion
will take place automatically during execution of the formula. The output values will be
converted into the data type you instructed for the DAX formula.

Importance of DAX in Power BI

It is natural to think why DAX is so important to learn for working efficiently on Power
BI. Well, as we have seen in our previous tutorials, making reports using the
functionalities of data importing, transforming and visualizing in Power BI is a smooth
experience. A user needs to have basic knowledge of Power BI Desktop to create a
decent report with all the available data. But, if you want to level up and use advanced
calculations in your Power BI reports, you need DAX.
Let’s say you want to make a visual to analyze growth percentage across different states
of a country or need to compare year-over-year growth/sales. The data fields that you
import in a data table are generally not enough to be used for such purposes.

For this, you need to make new measures using DAX language. In this way, you can
create new measures, use them for creating exclusive visualizations, and have unique
insights into data. With such unique insights into data, you can have fitting solutions
for the business problems that you might miss with the usual way of analysis. Thus,
DAX makes data analysis using Power BI, a smart and intelligent approach.

DAX Formula – Syntax

The initial and most crucial step in learning any language is to break it down into
definitive elements and understand its elements. And, that is why we study the syntax
of a language. Given below is an example of the DAX formula. We will understand this
formula and its syntax elements with the help of this example.

We have explained each syntax element labeled in the image in the points below:
A: It is the name of the new measure (Projected Sales 2019).
B: It is the equals sign (=) which is an operator indicating the start of the DAX
formula and equating the two sides.
C: It is the DAX function used to add the values of a given field (Total Sales 2018) from a
table (Sales). The function used here is SUM.
D: The parenthesis () is used to enclose and define arguments in an expression. Every
function must have at least one argument.
E: It is the name of the table from which a field or column is taken in the formula
(Sales).
F: It is the name of the field from which the formula will use the values. For instance, the
function SUM will apply itself on the values of the column or field [Total Sales 2018] of
the table Sales.
G: It is another operator used for multiplication. Although, the syntax elements from A
to F constitutes the basic syntax of DAX.
Thus, in simpler words, this DAX formula commands the system to calculate the
product of sum of the values in Total Sales 2018 and 1.08 (8% increase) and store the
value in a new field or column known as Projected Sales 2019.

Want to know – How to Create Measures in Power BI Desktop?

DAX Calculation Types
So, apparently, the DAX formulas can also be called as calculations as they calculate an
input value and return a resultant value. You can create two types of expressions or
calculations using DAX in Power BI; calculated columns and calculated measures.

 Calculated Columns: The calculated columns create a new column in your existing

table. The only difference between a regular column and a calculated column is that
it is necessary to have at least one function in the calculated column. These are used
when you want to create a column with filtered or sorted information.
To create a calculated column:

1. Go to the Modeling tab in Power BI Desktop.

2. Then select New Column option. A Formula bar will open showing “Column =”.
You can replace the “Column” word with the column name you want.
3. After this, enter the expression for the calculated column on the right of the
equals to sign.
 Calculated Measures: A calculated measure creates a field having aggregated
values such a sum, ratios, percentages, averages, etc.
To create a calculated measure:

1. Go to the Modeling tab in Power BI Desktop.

2. Then select New Measure option. A Formula bar will open showing “Measure =”.
You can replace the “Measure” word with the measure name you want.
3. After this, enter the expression for the calculated measure on the right of the
equals to sign.
4. Once you create the measure, you can modify your measure name with a
calculator icon next to it, under the table name you created the measure in.
DAX Functions
A DAX function is a predefined formula which performs calculations on values provided
to it in arguments. The arguments in a function need to be in a particular order and can
be a column reference, numbers, text, constants, another formula or function, or a logical
value such as TRUE or FALSE. Every function performs a particular operation on the
values enclosed in an argument. You can use more than one argument in a DAX
formula.
Key Points about DAX Functions
Here are some unique facts about DAX functions that you must know in order to
understand them better:

 Any DAX function always refers to a complete column/field or a table. It will

never refer to individual values. If you want to use the functions on separate values
within a column, you need to apply filters in a DAX formula.
 DAX functions provide the flexibility to create a formula that is applied on a row-
by-row basis. The calculations or formulas get applied as per the context of the
values in each row.
 In some cases, DAX functions return a full table which can be used in other DAX
formulas that need a complete set of values. However, you cannot display this
table’s contents.
 DAX functions have a category known as time intelligence functions. Such
functions are used to calculate time/date ranges and periods.
Types of DAX functions
1. Date and Time Functions
The date time functions carry out calculations on the date and time values. The data
type of these values is always datetime data type.

 CALENDAR
 CALENDARAUTO
 DATE
 DATEDIFF
 DATEVALUE
 DAY
 EOMONTH
 HOUR
 MINUTE
 MONTH
 NOW
 SECOND
 TIME
 TIMEVALUE
 TODAY
 WEEKDAY
 WEEKNUM
 YEAR
 YEARFRAC
2. Time Intelligence Functions
The time-intelligence functions are used to evaluate values over a fixed period such
as days, weeks, months, quarter, years, etc. You can specify a time period using these
functions and compare two scenarios in your report.
 CLOSINGBALANCEMONTH
 CLOSINGBALANCEQUARTER
 CLOSINGBALANCEYEAR
 DATEADD
 DATESBETWEEN
 DATESINPERIOD
 DATESMTD
 DATESQTD
 DATESYTD
 ENDOFMONTH
 ENDOFQUARTER
 ENDOFYEAR
 FIRSTDATE
 FIRSTNONBLANK
 LASTDATE
 NEXTQUARTER
 LASTNONBLANK
 NEXTDAY
 NEXTMONTH
3. Information Functions
The information functions are used to provide certain information on the data values
contained in rows and columns. It evaluates the given condition in a function for the
value given and return TRUE or FALSE. For instance, the function ISERROR will
return TRUE if the value evaluated contains an error.

 CONTAINS
 CUSTOMDATA
 IN Operator / CONTAINSROW function
 ISBLANK
 ISERROR
 ISEVEN
 ISINSCOPE
 ISLOGICAL
 ISNONTEXT
 ISNUMBER
 ISODD
 ISONORAFTER
 ISTEXT
 LOOKUPVALUE
 USERNAME
4. Logical Functions
The logical functions are used to evaluate an expression or argument logically and
return TRUE or FALSE if the condition is met or not.

 AND
 FALSE
 IF
 IFERROR
 IN
 NOT
 OR
 SWITCH
 TRUE
5. Mathematical and Trigonometric Functions
The mathematical and trig functions are used to perform all sorts of mathematical
functions on the referred values. Given below, is a list of all the available math and trig
DAX functions in Power BI.
 ABS
 ACOS
 ACOSH
 ASIN
 ASINH
 ATAN
 ATANH
 CEILING
 COMBIN
 COMBINA
 COS
 COSH
 CURRENCY
 DEGREES
 DIVIDE
 EVEN
 EXP
 FACT
 FLOOR
6. Statistical Functions
These functions carry out statistical and aggregation functions on data values in a DAX
expression in Power BI. The list of available statistical functions is given below.

 ADDCOLUMNS
 APPROXIMATEDISTINCTCOUNT
 AVERAGE
 AVERAGEA
 AVERAGEX
 [Link]
 [Link]
 [Link]
 [Link]
 [Link]
 CONFIDENCE.T
 COUNT
 COUNTA
 COUNTAX
 COUNTBLANK
 COUNTROWS
 COUNTX
 CROSSJOIN
 DISTINCTCOUNT
 [Link]
 GENERATE
 GENERATEALL
 GEOMEAN
 GEOMEANX
 MAX
 MAXA
 MAXX
 MEDIAN
 MEDIANX
 MIN
 MINA
 MINX
7. Text Functions
The text functions in Power BI are very similar to the string functions of Excel. These
functions evaluate string values.

 BLANK
 CODE
 COMBINEVALUES
 CONCATENATE
 CONCATENATEX
 EXACT
 FIND
 FIXED
 FORMAT
 LEFT
 LEN
 LOWER
 MID
 REPLACE
 REPT
 RIGHT
 SEARCH
 SUBSTITUTE
 TRIM
 UNICHAR
 UPPER
 VALUE
8. Parent-Child functions
The parent and child functions are used for data values that are a part of a parent-child
hierarchy.

 PATH
 PATHCONTAINS
 PATHITEM
 PATHITEMREVERSE
 PATHLENGTH
9. Other functions
There a bunch of functions that do not fit in any particular category. These are also very
useful functions.

 DATATABLE
 ERROR
 EXCEPT
 GENERATESERIES
 GROUPBY
 INTERSECT
 ISEMPTY
 ISSELECTEDMEASURE
 NATURALINNERJOIN
 NATURALLEFTOUTERJOIN
 SELECTEDSMEASURE
 SELECTEDMEASUREFORMATSTRING
 SELECTEDSMEASURENAME
 SUMMARIZECOLUMNS
 Table Constructor
 TREATAS
 UNION
 VAR
10. Table functions
The table functions in DAX formulas for Power BI are used to apply operations and
conditions on entire tables. The output of table functions is used as inputs in other
expressions or arguments in a DAX formula. The results of these functions retain the
relationships between columns of that table.
  FILTER
 ALL
 VALUES
 DISTINCT
 RELATEDTABLE
Let’s explore How to Create Power BI Dashboard
DAX Context
The concept of DAX context is essential in gaining a complete understanding of DAX
language and how it works in Power BI. There are two types of DAX contexts; Row
context and Filter context.

 Row context: Row context means taking into account a specific row that has been
filtered in a DAX expression. The row context focuses on the operation of the
formula on the current row. This type of context is most often applied to the
measure rows.
 Filter context: The filter context takes focusing on values one step ahead. In row
context, we were filtering out and applying operations on specific rows. But in filter
context, the expression applies a filter to focus on specific values within a row. Thus,
the filter context is applied in addition to the row context to narrow down the scope
of calculation to specific values. Filter context is applied when we use functions like
CALCULATE, FILTER, RELATED, ALL, etc.
Creating a Measure Formula using DAX
Step 1: To create a measure using the DAX formula, open your Power BI Desktop app.
In the Power BI Desktop, you can create a new measure in two ways. One, right-click on
the table’s name in which you wish to add the measure field and select New measure.
Or, you can go to the Modeling tab and click on New measure option.

Step 2: In the formula bar, start with entering the name of your new measure. In the
supposed scenario, we are using the name ProjectedSales2019.

Step 3: Next, enter the name of the function that you want to use. Start typing the name
of the function and suggestions will appear in the list. A small section showing a
description of the function you selected will also appear. Notice in the image below
where we have selected the SUM function.

Step 4: Then, put a parenthesis “()” and write the name of the table or column you are
referring to.
Step 5: You can also specify a column within that table. The function will apply to the
values within the selected column. Close the parenthesis.

Step 6: Further, you can add more operators, other functions, constants to increase the
complexity of the formula.

The DAX formula that we created will create a new measure named
“ProjectedSales2019”.

ProjectedSales2019 = SUM(Sales[TotalSales2018])* 1.08

Here, we have multiplied the sum of previous year’s (2018) sales by 1.08 because an
increase in sales by 8% is expected in the year 2019. This will give us the projected sales
for the year 2019.

Step 7: Save this and your newly created measure will appear in the Fields column
under the table Sales. Every measure field created like this has a calculator icon beside
it.
Summary
With this, we conclude our tutorial on DAX in Power BI. We hope the information
provided here was helpful enough to give you a fundamental knowledge of DAX
formulas. You can create any logically sound DAX formula by using the existing
columns and tables in your Power BI to make more detailed and advanced reports.

Power BI Query Overview – How

Query Editor Works?
1. Objective
In our last tutorial, we discussed the Power BI Scatter Charts. Now, in this tutorial, we
will learn about Power BI Query overview. Moreover, in this Power BI Query Tutorial,
we will study Query Editor, Inquiry Strip, and Left Sheet (Pane). Along with this, we
will cover the Inside (information) Sheet, Question Settings Sheet, and Advanced Editor
for Query Overview in Power BI.
So, let’s begin Power BI Query.
 Power BI Query Overview – A Complete Analysis 2018

2. Power BI Query
With Power BI Desktop you can interface with the universe of information, make
convincing and foundational reports, and offer your endeavours with others – who
would then able to expand on your work and grow their business knowledge
endeavours.
a. Report See
Where you utilize inquiries you make to construct convincing representations,
masterminded as you need them to show up, and with numerous pages, that you can
impart to others.

b. Information See
See the information in your report in information demonstrate arrange, where you can
include measures, make new sections, and oversee connections.
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c. Connections See 
Get a graphical portrayal of the connections that have been built up in your information
show, and oversee or adjust them as required.

These perspectives get by choosing one of the three symbols along the left half of Power
BI Desktop. In the accompanying picture, Report sees choose, shown by the yellow
band next to the symbol.

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Power BI Desktop additionally accompanies Query Editor, where you can associate with
one or numerous information sources, shape and change the information to address
your issues, at that point stack that model into Power BI Desktop.

This report furnishes a review of the work with information in the Power BI Query
Editor. There’s something else entirely to learn, obviously, so toward the finish of this
report you’ll discover connections to point by point direction about upheld information
composes, interfacing with information, forming information, making connections, and
how to begin.

In any case, in the first place, how about we see get to know Query Editor in Power BI.

3. Power BI Query Editor

To get the chance to Power BI Query Editor, select Edit Queries from the Home tab
of Power BI Desktop.
Without any information associations, Power BI Query Editor shows up as a clear sheet,
prepared for information.

Once an inquiry is stacked, Query Editor see turns out to be additionally intriguing. On
the off chance that we associate with the accompanying Web information source, Power
BI Query Editor loads data about the information, which you would then be able to start
to shape.
Here are the means by which Power BI Query Editor shows up once an information
association is set up:

1. In the lace, numerous catches are presently dynamic to communicate with the
information in the question.
1. In the left sheet, questions are recorded and accessible for choice, survey, and
molding.
1. Inside sheet, information from the chose question is shown and accessible for
forming.
1. The Query Settings window shows up, posting the inquiry’s properties and
connected advances.
We’ll take a gander at every one of these four regions – the strip, the questions sheet,
the information see, and the Query Settings sheet – in the accompanying segments.

Power BI Query – Editor

4. Inquiry Strip
The lace in Power BI Query Editor comprises four tabs – Home, Transform, Add
Column, and View.
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The Home tab contains the basic question errands, incorporating the initial phase in
any inquiry, which is Get Data. The accompanying picture demonstrates the Home
strip.

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Power BI Query – Inquiry Strip(ribbon)

To associate with information and start the question building process, select the Get
Data catch. A menu shows up, giving the most well-known information sources.
 Power BI Query – Inquiry Ribbon
For more data about accessible information sources, see Data Sources. For data about
associating with information, including illustrations and steps, see Connect to Data.

Power BI Query – Connect to Data

The Transform tab gives access to normal information change assignments, for
example, including or evacuating sections, changing information composes, part
segments, and other information-driven undertakings. The accompanying picture
demonstrates the Transform tab.

Have a look at Creating Workspace in Power BI  

 Power BI Query – Transform Tab
For more data about changing information, including cases, see Combine and Shape
Data.

The Add Column tab gives extra errands related including a section, arranging segment
information, and including custom segments. The accompanying picture demonstrates
the Add Column tab.

The View tab on the lace is utilized to flip whether certain sheets or windows are shown.
It’s additionally used to show the Advanced Editor. The accompanying picture
demonstrates the View tab.

It’s valuable to realize that a considerable lot of the undertakings accessible from the
lace are additionally accessible by right-clicking a segment, or other information, in the
middle sheet.

5. Left Sheet (Pane)

The left Pane shows the number of dynamic inquiries, and additionally the name of the
inquiry. When you select a question from the left sheet, its information is shown in the
middle sheet, where you can shape and change the information to address your issues.
The accompanying picture demonstrates the left sheet with numerous questions.

6. Inside (information) Sheet

In the inside sheet or Datasheet, information from the chose inquiry is shown. This is
the place a significant part crafted by the Power BI Query see is proficient.

Read about what are Power BI Admin Roles (Power BI Administration)

In the accompanying picture, the Web information association set up before is shown,
the Overall score section chooses, and its header is correct click to demonstrate the
accessible menu things. Notice that a significant number of these right-click menu
things are the same as catches in the strip tabs.
 Power BI Query –  Inside (information) Sheet
When you select a right-click menu thing (or a strip catch), Power BI Query applies the
progression to the information and spares it as a feature of the inquiry itself. The means
records in the Query Settings sheet in a consecutive request, as portrayed in the
following segment.

7. Question Settings Sheet

The Query Settings sheet is the place all means relate with a question shown. For
instance, in the accompanying picture, the Applied Steps area of the Query Settings
sheet mirrors the way that we simply changed the kind of the Overall score segment.
As extra forming advances connects to the question, they caught in the Applied Steps
area.
It’s essential to realize that the basic information isn’t changing; rather, Query Editor
modifies and shapes its perspective of the information, and any connection with the
fundamental information happens in light of Query Editor’s formed and altered
perspective of that information.

Power BI Query – Question Settings Sheet

In the Query Settings sheet, you can rename steps, erase steps, or reorder the means as
you see fit. To do as such, right-tap the progression in the Applied Steps segment, and
look over the menu that shows up. All inquiry steps done according to the pattern in
which they show up in the Applied Steps sheet.

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8. The Advanced Editor

On the off chance that you need to see the code that Query Editor is making with each
progression, or need to make your own particular molding code, you can utilize the
Advanced Editor. To dispatch the propelled proofreader, select View from the strip, at
that point select Advanced Editor. A window shows up, demonstrating the current
inquiry code.

Power BI Query – Advanced Editor

You can specifically alter the code in the Advanced Editor window. To close the window,
select the Done or Cancel catch.

9. Sparing your Work

At the point when your question is the place you need it, you can have Query Editor
apply the progressions to the information demonstrate into Power BI Desktop and close
Query Editor. To do that, select Close and Apply from Query Editor’s File menu.
 Power BI Query – Sparing your Work
As advance is made, Power BI Desktop gives a discourse to show its status.
Read about the Integration Power Bi and Excel 

Power BI Query Overview – Sparing your Work

When you have your question where you need it, or on the off chance that you simply
need to ensure your work is spared, Power BI Desktop can spare your work as a .pbix
document.
 Power BI Query Overview
To spare your work, select File > Save (or File > Save As), has appeared in the
accompanying picture.

So, this was all about Power BI Query Overview. Hope you liked our explanation.

10. Conclusion
Hence, in this Power BI Query Tutorial, we learned Query Overview in Power BI. We
saw Query Editor, Inquiry Strip, and Left Sheet (Pane). In conclusion, we covered
the Inside (information) Sheet, Question Settings Sheet, and Advanced Editor for Query
Overview in Power BI. Furthermore, if you have any query feel free to ask in the
comment box.

------- -------- ------------ ---------- ------------- -------------- -------- -------

1. What types are there?

Tables that have columns with the same contents can easily be merged via the user interface. Several or only one
column can be defined as a merge criterion. A total of six types of table merging are available via the user
interface.
 Left outer Join
 Right outer Join
 Full outer Join
 Inner Join
 Left Anti Join
 Right Anti Join

Graphical representation of the join types

Six Types of Table Joins

2. What needs to be considered?

Each of the tables to be merged must have the same columns, although these can also have different names.
However, the data types must be the same.
Note that columns with the data type integer are merged more efficiently than columns with the data type text. If,
however, and in exceptional cases, the merge is to take place using text columns, you must also pay attention to
upper and lower case.
For example, Power Query does not recognize the words “House” and “house” as the same word.

The fact table (the one containing the transactions) is selected as the first table and the dimension table as the
second. When merging pure dimension tables (e.g. “Products” and “Product groups”), the more detailed
dimension is selected first.
If the number of rows resulting from the merge is greater than the number before the merge, check whether the
correct join type has been selected and, if necessary, adjust it.

3. How to merge?
The merge is done via the user interface in the menu item “Home” under “Combine“.
The result can either be output to a new table (“Merge Queries as New”) or to the first table (“Merge Queries”).

4. Examples
Fact table A contains various transactions. Dimension table B lists the storage locations of the products. Since
both tables each have the column “ProductID” in the data type “integer”, we can merge them using this column.
The two tables must be combined in all six possible ways. First, import the data from both tables into Power
Query and rename the Queries to “Table A” and “Table B”.

Basic Data

4.1 Left Outer Join

Purpose
The left outer join returns all rows from the first table and finds the matching rows from the second table. We can
define which column should be returned. This function corresponds to the “VLookup” command in Excel.
Procedure
The first step is to load both tables using Power Query. Then we merge them as a new query.
In the opened dialog, mark the column “ProductID” in both tables and select “Left Outer” as the join type.

Next, expand the new column by clicking on the symbol   as usual and select the column to be returned. I
selected all columns. If required, you can also define a column prefix.

Result
I loaded the result into Excel to visualize it. As desired, all products of Table A were supplemented with the
corresponding columns from Table B. If there is no match, empty fields are returned.
 Left
outer Join

4.2 Right Outer Join

Purpose
The right outer join returns all rows from the second table and selects the matching rows from the first table.
Exactly the opposite of the first variant.
Procedure
The procedure is exactly the same and does not change in the other examples. Only the join type has to be

changed.
Result
The result looks like this and contains all products from table B and the corresponding columns from table A:

Right
outer Join

4.3 Full Outer Join

Purpose
The full outer join retrieves all rows from both tables.
Procedure

This join type is the third item in the drop-down menu.

Result
As a result, we received a table combined from Tables A and B with all products.
 Out
er Join

4.4 Inner Join

Purpose
Unlike the outer join, this join type returns only the matching rows.
Procedure

This join type is the fourth item in the drop-down menu.

Result
The result includes only products that are included in both tables.

Inner
Join

4.5 Left Anti Join

Purpose
This join type returns those rows that are only contained in the first table.
Procedure

This join type is the fifth item in the drop-down menu.

Result
The result shows which products are only included in Table A, but not in Table B.

Left
Anti Join

4.6 Right Anti Join

Purpose
This join type only returns those rows that are only contained in the second table.
Procedure

This join type is the sixth item in the drop-down menu.

Result
In contrast to the left anti-join, here we see those products which are only contained in Table B, but not in Table
A.

Right
Anti Join

4.7 Recap – six types of table joins

I compare the existing six types of table merging again.

Comparison – six types of table merging

5. Advanced example –
case-insensitive text merge
We have executed the above examples exclusively via the user interface and using columns of the data type
“integer”. As mentioned above, it is also possible to merge text columns using upper and lower case.
The two tables below serve as the data bases:

It is immediately noticeable that the spellings of the names are completely different. The result of a normal join
(left external join) is as follows:

A match was found for a single name. Due to the different spelling, Power Query has classified the remaining
words as inconsistent.

The desired result should look like this:

1. Approach: New columns with capitalization

A simple approach may be to add a new column in each table, which converts the names to uppercase.

Of course, the two new columns must be deleted afterwards.

2. Approach: Write “M” Code
The following code can also be used to get around upper and lower case. But just a word of warning – with large
data sets the code execution will be slow!
let

Quelle = [Link](Trans, "Merge",

(case_insensitive) => [Link](Dept,

each [Link]([Name]) = [Link](case_insensitive[Name]))),

#"Expanded Merge" = [Link](Quelle, "Merge", {"Name", "Dept"}, {"[Link]", "[Link]"})

in

#"Expanded Merge"

view rawjoin_case_insensitive.M hosted with   by GitHub

Instead of a join, the data from the second table is added as a new column called “Merge” ([Link]).
The link is made via the “Trans” table.
The function (case_insensitive) selects all rows from the “Dept” table and compares them with the rows from the
first table.
The comparison is done by changing the spelling of all words in the two columns (“Name”) to upper
([Link]).
Last but not least, the new column “Merge” has to be extended. Since this is a recursive function, I recommend
the application only in small data sets!

6. Special Case – Cross Join

The cross join is a special case. It forms a Cartesian product from two tables and there are no columns that serve
as join conditions. All rows of the left table are merged with all rows of the right table.

Crossjoin

For this example, I created two new tables:

 Tables for Cross Join

The cross join is initiated in Power Query using a new column to be added. In the user dialog you only have to
refer to the other table.

Crossjoin Dialog

As a second step, the column is extended and we get the following table:

Result Cross Join

The 3 values of the first table are combined with the 3 values of the second table. This results in 9 rows, which
represent all possible combinations.
This join type can very quickly lead to huge results with large tables. The execution of the cross join can be very
time-consuming and should only be used in exceptional cases.
 

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