Outbound Access Protection for semantic models (Preview)
Author: Kay Unkroth, Principl Program Manager - Outbound Access Protection (OAP) is a workspace-level network security and governance feature that blocks outbound traffic from a workspace by default and lets you allow only the destinations you explicitly trust. With this preview, you can now extend OAP to semantic models. Power BI reports aren't part of this preview yet; report support is coming in a separate announcement soon.
Easily label your data with the new sensitivity bar for Power BI and Fabric
Microsoft Purview Information Protection sensitivity labels help organizations manage their sensitive data and meet regulatory and compliance requirements. Sensitivity labels are widely adopted by enterprises today to label and protect content in Microsoft 365 apps such as Excel, PowerPoint, Word files, and Outlook emails. Introducing the new Sensitivity Bar in Power BI and Fabric ily_label_your_data_with_the_new_sensitivity_bar_for_Power_BI_and_Fabric Sensitivity bar experience in Power BI and Fabric The new sensitivity bar in Power BI and Fabric allows users to conveniently apply sensitivity labels to reports, datasets, and other Power BI items alongside new Fabric items such as Lakehouses, Warehouses, KQL databases, Notebooks, and more, ensuring that important and sensitive data can be easily labeled with sensitivity labels to achieve compliance with regulations and requirements in just a few easy steps: Go to the top bar of any item and click the sensitivity bar or the item’s name. From the labels that are assigned to you by your organization’s compliance admin, select the most suitable sensitivity label based on the content and your organization policies. Finally, the sensitivity label will be applied to the item. The sensitivity bar in Power BI and Fabric is designed to be similar to the Office experience. The labels that users apply to Office files are the same as the sensitivity labels applied in Power BI and Fabric and use the same policies, colors, and encryption icons from the Microsoft Purview compliance center to provide users with a familiar, easy-to-use interface. Label designs in Power BI and Fabric are similar to Office *Encryption in Power BI and Fabric is currently enforced only on files (.pbix) and is inherited to all supported exports. Mandatory vs optional labeling in your organization policy When your organization’s compliance admin enables mandatory label policy, users will have to label their items upon creation and will not be able to remove sensitivity labels. Mandatory policy will be indicated to the user with the icon. With Mandatory label policy enabled When no mandatory policy is enforced in your organization, then labeling is optional and will look like this. Without Mandatory label policy Default label policy in Fabric When your organization’s compliance admin enables default label policies, they define a baseline label to be applied to Power BI and Fabric. Unless changed, the default label is set automatically on all Power BI and Fabric items upon creating new items. Changing or removing a sensitivity label Changing a sensitivity label can be easily done using the new sensitivity bar, just by selecting a different label. In a case when the label is protected, the user must have sufficient permissions to edit or remove the label. These permissions are not granted within Power BI or Fabric, they are granted by your organization’s compliance admin. Automatically label your item's downstream lineage Labeling your entire item lineage is now easier in Fabric. As with Power BI, we’ve integrated downstream inheritance to help you easily label all your connected child items. Now, when you apply a sensitivity label on a parent item (i.e., an item with connected child items) the same sensitivity label will be inherited to all connected items, thus maintaining the same sensitivity label across your data lineage. This feature can easily be turned on in the Admin Portal for your entire tenant. Even if downstream inheritance is not turned on, child items will inherit the sensitivity label by default, unless this option is turned off for the item from its settings. The item's downstream inheritance toggle Accessibility Microsoft Fabric’s sensitivity bar follows inclusive design principles, that will provide a clear user experience for people with disabilities to aid screen readers or other assistive tools and tab navigation. A note about colors: users who have color vision deficiency might be unable to differentiate the various label colors without other cues. The new sensitivity bar takes this into account using the default configuration which would always show the label name alongside its colored icon, the sensitivity Bar’s colors support accessibility for color vision deficiency and including in dark mode support. Licenses In Power BI and Fabric, the admin must have a Pro license to enable information protection in their tenant, to apply sensitivity labels, you will require the following: In Power BI – at least P1/P2 which are included in E5. In Fabric – at least P1 which is included in E3. Summary The new sensitivity bar in Power BI and Fabric is an essential addition to already powerful data visualization and analytics tools. Whether you're a data analyst, business professional, or researcher, this new experience can help you label and protect your data with ease. Feedback We’re always happy to hear any comments or feedback you may have regarding sensitivity labels in Power BI and Fabric. For any suggestions, please fill out this form.
Power BI August 2022 Feature Summary
Welcome to the August 2022 update. Can you imagine it’s the last month of summer already? We are excited to announce a variety of new features such as the conditional formatting for data labels, new “Select sensitivity label” dialog, data loss prevention policy update and DAX editor improvements. There is more to explore, please continue to read on. Reporting Conditional formatting for data labels New “Select sensitivity label” dialog Data loss prevention policy update Metric visual Mobile formatting now supports text box visuals Modeling DAX Editor improvements Data connectivity and preparation MariaDB (Connector Update) Google Sheets (Connector Update) Certified connectors availability in Power BI dataflows and datamarts Mobile apps Follow metrics from your mobile app Developers Introducing a new way to manage, enforce and transact licenses for Power BI visuals Visualizations New visuals in AppSource Editor’s pick of the quarter Drill Down Combo Bar PRO by ZoomCharts Inforiver charts Other Visualizing views in Dynamics 365 with Power BI general availability More ways to optimize Power BI performance Check out the video below for this month's summary: https://youtu.be/Wiznd0dn29k Reporting Conditional formatting for data labels When we first brought conditional formatting for data labels to Power BI Desktop last year, the scope at which Power BI evaluated your conditional formatting rules was based on the full aggregate of the field across the whole visual, rather than at each data point. This caused all data labels in the visual to come out to the same color. We’ve since heard your feedback that this behaviour isn’t intuitive, and we’re making some changes this month and next to bring conditional formatting for data labels to be more in line with what you expect. First, this month, conditional formatting on data labels for visuals with one or more measures and no field in the legend field well will now evaluate for data points. This example shows data labels for sales from this year colored blue if sales grew above a certain threshold over last year, or red if they didn’t: You can find the conditional formatting options for these labels in the formatting pane, under Data labels > Values > Color. You can set conditional formatting rules for all measures or for individual measures. Formatting set on individual measures takes precedence, so if you’ve explicitly set a color for data labels on all measures and add a conditional formatting rule for just one, the conditional formatting rule will apply to that measure. The conditional formatting rules for data labels that you’ve already set on current reports will not be affected. This is good for preserving backward compatibility, but not good for getting the per-datapoint “correct” behavior out to authors. You can get the new behavior simply by editing your report on this version of Power BI and reapplying the color conditional formatting rule onto your relevant data labels. In a coming release, we’ll be bringing this same behavior to visuals where you also have a field in the Legend field well. We found a critical bug preventing us from shipping the whole feature to you this month, but we decided to at least get one half of it out to you early. In anticipation of the rest of this update, we’re removing the conditional formatting button from the formatting pane for data labels in cases where you have a measure grouped by a legend field. We’re doing this to prevent more users from setting up the “wrong” conditional formatting rules, since as we mentioned, we try our best to preserve prior functionality for existing reports. Look out for more improvements to visuals and visual formatting in future releases! Now that we’ve brought error bars to general availability, our visuals team has some exciting items lined up for you, and we can’t wait for you to get your hands on them! New “Select sensitivity label” dialog For tenants requiring sensitivity labels on their reports, we now allow creators to set the sensitivity label directly from the save flow. Previously the dialog would be a message re-directing the user to find and use the ribbon dropdown instead. This new dialog helps save creators time searching for the sensitivity labels settings in the ribbon to complete their save. Data loss prevention policy update As some of you already know, we released Microsoft Purview DLP policies for Power BI to public preview earlier this year. DLP policies enable you to better control the sensitive information managed in your Power BI tenant, as well as comply with governmental or industry regulations, such as GDPR (the European Union’s General Data Protection Regulation). This month, we’re introducing the ability for Power BI users to provide feedback on the policy rules evaluating their datasets. In the dataset’s detail page, you will now be able to see all the policy rules that have been detected for this dataset. A side panel will appear with a card representing each and every rule. On top of viewing all the matched rules, data owners will be able to take action if they believe the data was falsely identified. Based on how the policy rule was configured, you will be able to see one or a combination of these actions: Report an issue: Report the issue as a false positive (meaning that the policy has mistakenly identified non-sensitive data as sensitive, for example). Override: Override the policy. Overriding a policy means that this policy will no longer evaluate this particular dataset. Depending on the policy configuration, you may be required to provide a justification for the override. Report and override: Report the issue as a false positive and override the policy. We’ve provided Power BI users with these tools so that they can provide insight on the datasets met with rules defined by the Security Admins in Microsoft Purview Compliance Portal and help create a built-in line of communication to ensure smooth operation on both teams. Learn more about this: Override data loss prevention policies (preview) - Power BI | Microsoft Docs Send email notifications and show policy tips for DLP policies - Microsoft Purview (compliance) | Microsoft Docs The future of compliance and data governance is here: Introducing Microsoft Purview - Microsoft Security Blog Metric visual We are thrilled to announce that Metric visual is now available in Desktop! This visual provides a huge level of flexibility in integrating metrics into your Power BI reporting solutions. You can now include individual metrics instead of the entire scorecard and create report pages showcasing metrics alongside other visuals, in the context of the rest of the report data. You can either create a new metric or add a metric from an existing scorecard as a visual in the report. You can create a metric by either entering values or connecting to data in reports you have access to. You can view notes, perform check-ins, set up rules on this metric just like on a regular scorecard. You can also format the metric visual to the look and feel of the rest of the report and it is configurable with options to turn the individual metric elements (such as targets, owner etc.) on/off. Learn more about the Metric visual. Mobile formatting now supports text box visuals In this release, we’ve extended mobile formatting to support text box visuals. Now when you add a text box to the mobile canvas, you can change its format settings to best suit the mobile-optimized view you’re creating. Modeling DAX Editor improvements We have been working hard on improving the DAX editing experience after we changed some core components at the end of last year. By now we feel we have fixed the most common issues, particularly related to suggestions. Please reach out if you are still encountering issues compared to the way it used to work. Data connectivity and preparation MariaDB (Connector Update) The MariaDB connector has been updated to resolve customer-reported bugs at Issues · mariadb-corporation/mariadb-powerbi (github.com). Google Sheets (Connector Update) The Google Sheets connector has been updated to include a direct link to Google Sheets documentation. Certified connectors availability in Power BI dataflows and datamarts 80+ additional data sources (all certified connectors) are now available in the Power Query Online experience for use in Power BI dataflows and datamarts. This means that Power BI dataflows and datamarts creators have the option to connect to many more data sources in Power Query Online experiences, similar to Power BI Desktop today. Notable additions: Anaplan Asana Azure Databricks and Databricks Denodo Dremio Google Sheets HexagonSmartAPI MariaDB Palantir Foundry Planview Projectplace Starburst Enterprise SurveyMonkey 2022_Feature_Summary See List of all Power Query connectors for more details on connector availability and visit the Power Query blog for more details on this release. Mobile apps Follow metrics from your mobile app Now you can follow metrics directly from the mobile app and keep up to date with the activity on those metrics. To start following a metric, just tap More options (…) on a metric’s card in the Metrics hub or in the metric’s details pane and choose Follow metric. To view all the metrics you're following, select Following in the Metrics display list accessible from the Metrics hub. It makes no difference whether the metric was marked for following in the Power BI service or in the mobile app - you'll see them all. Likewise, in the Power BI service you'll also be able to see all your followed metrics - including those that you started following from the mobile app. Developers Introducing a new way to manage, enforce and transact licenses for Power BI visuals At Inspire last month, we announced a key feature for AppSource visuals: now you can sell, manage, and enforce licenses directly through the commercial marketplace! Use our new licensing API, available with API version 4.7 and July release of Desktop, to enforce the license and provide a unique standardized licensing experience for customers. Read more about it in our latest blog. Visualizations New visuals in AppSource The following are new visuals this update: Video by CloudScope Video Pro by CloudScope Collage NextGen by CloudScope Collage Pro by CloudScope; Inforiver Charts by Inforiver Editor’s pick of the quarter Drill Down Timeline PRO Box and Whisker chart by MAQ Software Inforiver Premium Matrix / Table Dynamic KPI Card by Sereviso Play Axis (Dynamic Slicer) Inforiver Charts Drill Down Combo Bar PRO by ZoomCharts Drill Down Combo Bar PRO offers a uniquely wide selection of customization options, letting creators build the widest selection of charts from a single custom visual. Build everything from regular bar charts to box and whisker plots. This visual also offers powerful cross-chart filtering capabilities combined with intuitive on-chart interactions. MAIN FEATURES: Multiple chart types – choose between column, line, and area charts Full customization – customize X and Y axes, the legend, stacks, clusters, tooltips, outline and fill settings Stacking and clustering – choose normal, 100% proportional, or zero-based stacking Customize up to 25 series Static and dynamic thresholds – set up to 4 thresholds to demonstrate targets or benchmarks Take customization to the next level with conditional formatting Use series defaults and value labels defaults to customize multiple series simultaneously Tooltip field support Multi-touch device friendly – get the same experience on mouse and touch input devices POPULAR USE CASES: Sales and marketing – sales strategies, sales results, and campaign-by-campaign marketing metrics Human resources – hiring, overtimes and efficiency ratios by department Accounting and finance – financial performance by region, office, or business line Manufacturing – production efficiencies and quality metrics by product line ZoomCharts Drill Down Visuals are known for their interactive drilldowns, smooth animations, and rich customization options. They are mobile friendly and support: interactions, selections, custom and native tooltips, filtering, bookmarks, and context menu. Try Drill Down Combo Bar PRO now by downloading the visual from AppSource. Learn More about Drill Down Combo Bar PRO by ZoomCharts. Inforiver charts Inforiver charts is the fastest way explore, visualize and share performance management insights in Power BI. Using 40+ advanced visualization options, users can build data stories in minutes and share actionable performance insights through an intuitive no-code user experience (UX). Key Highlights: Performance management visualizations for both comparative and non-comparative measures with integrated variances in a single click. Variances for the prior year, budget and forecast data are calculated automatically. Exploratory analysis with contextual drill-down, drill-up and drill-across navigation across multiple dimensions Storytelling and data-point annotations to tell compelling stories using dynamic data-level annotations. Supports small-multiples, flexible text orientation, and more Advanced small multiples / Trellis to analyze across various data categories in a single click with highly responsive layouts, context-based titles, analytics, and comments. Integrated KPI Cards with multiple conditional formatted KPI Metrics, benchmarks & variances Most voted features: Rich feature set which includes mostly requested capabilities in Power BI Idea place and Power BI user community, such as Measure-driven data labels Stacked waterfall chart Gradient Line chart …and more Inforiver is certified by International Business Communication Standards (IBCS) and available in AppSource to try and buy. https://youtu.be/3tc9MtBTmJs View an interactive demo of Inforiver charts here. Other Visualizing views in Dynamics 365 with Power BI general availability We’re very excited to announce that the Power BI integration in Dynamics 365 and model driven Power Apps, which shipped as a preview last December, is now generally available. Dynamics 365 and model driven Power Apps give organizations the ability to quickly build essential line-of-business apps in a low-code environment, increasing agility and modernizing processes. Since these apps are all built on top of Dataverse, they’re backed by your core business data. With this integration directly on views, information workers are now able to tap into this data and explore it using Power BI’s powerful data analytics capabilities without ever needing to leave their app. Just click the ‘Visualize this view’ button and let Power BI automatically create a report on top of the exact data you were looking at. You can read the full details in our dedicated blog post. More ways to optimize Power BI performance A little while ago, we introduced settings in Power BI Desktop that allowed optimization of Power Query query execution performance. This month, we are adding new settings to influence the Power BI engine query execution on top of that. Together, these settings enable you to optimize the performance of Power BI while data is being imported or DirectQuery queries are being executed. For example, in case data import is taking too long, or DirectQuery queries are slow or slowing down source systems, these settings can help you optimize performance. Read more about these settings in our documentation. That is all for this month! Please continue sending us your feedback and do not forget to vote for other features that you would like to see in Power BI! We hope that you enjoy the update! If you installed Power BI Desktop from the Microsoft Store, please leave us a review. Also, don't forget to vote on your favorite feature this month over on our community website. As always, keep voting on Ideas to help us determine what to build next. We are looking forward to hearing from you!Power BI June 2022 Feature Summary
Welcome to the June 2022 update. We are excited to announce the general availability of the new Format Pane, error bars and information protection updates, table navigation improvements, Connect to datamarts and Power BI Data Storytelling features. There is more to explore, please continue to read on. Reporting New Format Pane Updates to error bars Information protection updates Table navigation improvements Canvas Zoom in Teams and Quick create Modeling Composite models on SQL Server Analysis Services Data connectivity and preparation Connect to Datamarts (Preview) Anaplan (Connector Update) Azure Databricks (Connector Update) Databricks (New Connector) Dremio Cloud (Connector Update) FactSet Analytics (Connector Update) Hexagon PPM Smart API (Connector Update) SingleStore (New Connector) Snowflake (Connector Update) Vessel Insight (Connector Update) Workplace Analytics / Viva Insights (Connector Update) Service Power BI Data Storytelling Announcing the Data hub Power BI Metrics updates Embedded Analytics Hierarchy slicers support in JS APIs Support embedding Paginated Report with data sources containing single sign on (SSO) Support passing report parameters for Paginated Reports in JS SDK Power BI Embedded enables data model enhancements for ISVs/App owners' customers with DirectQuery for Power BI datasets Service principal profile Developers Define the privileged permissions your visual is requesting in the capabilities.json Improving the custom visual load time Visualizations New visuals in AppSource Milestone Trend Analysis Chart by Nova Silva Inforiver Premium Edition now certified Zebra BI Cards 1.2 Drill Down Waterfall PRO by ZoomCharts Other Coming Soon: Dataverse Display Name Support Power BI Desktop infrastructure update (WebView2) Improved support for single sign-on (SSO) for all users Check out the video below for this month's summary: https://youtu.be/gu_5Q3z-qpc Reporting New Format Pane The new format pane is now generally available! This has also been shipped to the PBI Service. Thank you to all that have been providing valuable feedback throughout the preview to help us get to this point. This does not mean the improvements stop here. We’re still actively listening to your comments, please add those directly to this blog post or the community forum here. Improvements made this month: Fixed a blocking bug to ensure analytics pane works for custom visuals where applicable. Fixed a bug that removed log scale applied to the horizontal axis. This affected line, area, stacked area, combo, or scatter charts set prior to April 2022 reports. The issue has now been resolved. When changing a blank page to tooltip size, we automatically flip the “allow use as tooltip” toggle on to save you a step! Updates to error bars This month, you’ll notice that we’ve revamped the error bars card in the Analytics pane to simplify the structure of the formatting options. With fewer sub-cards to have to scroll through, you can more easily find and customize the various elements you want to see on your error bars. The major changes are that line options have now been moved into the Error band sub card, and marker options have also now moved into the bar and band cards. Information protection updates In Power BI Desktop, you can establish a live connection to a shared dataset in the Power BI service and create many different reports from the same dataset. If the dataset has a sensitivity label, Power BI will automatically apply the live dataset’s sensitivity label to the PBIX file to maintain the data’s classification and protection as it leaves the Power BI service. To learn more, check out our documentation. Table navigation improvements This month, we are excited to announce several enhancements to the table visual for existing and new reports to improve performance, usability, and accessibility for all users. These updates include: Overall performance improvements for scrolling and rendering, as well as the look and feel of grid lines and selection styles New keyboard shortcuts for easier navigation, including SHIFT UP/DOWN ARROW to select multiple contiguous rows, PAGE UP/DOWN for scrolling, and HOME/END to move focus to the first/last cell in the current row Enhanced row selection experience that includes a left indicator and improved contrast to help distinguish selected rows from non-selected rows A new two-toned focus outline so on any color background, the focus will always be visible even on darker themes meeting color contrast requirements Updated conditional formatting icons that are conformant with color contrast requirements and now announces alternative text with screen readers The ability to associate images with alternative (alt) text in the formatting pane to describe images to blind and low vision users Learn more about consuming Power BI reports using accessibility features. Canvas Zoom in Teams and Quick create Last month we shipped the canvas zoom feature to Desktop and Service. This feature is now also available for Power BI in Teams and Quick create! For report readers, this is especially important for improving readability. For report creators, this helps magnify the canvas to make pixel perfect tweaks. Users can drag the slider to set the zoom level or click on the zoom % to launch the zoom level dialog and type in a custom input. Use the new quick “fit to page” button to get back to the default view. Note: the zoom level is not saved with the report. 22_Feature_Summary Modeling Composite models on SQL Server Analysis Services We are excited to announce you can create composite Power BI models by connecting to SQL Server 2022 Analysis Services tabular models! SQL Server 2022 is available now for public preview and when you upgrade or deploy tabular models to SQL Server 2022 Analysis Services this DirectQuery connection becomes available in Power BI Desktop starting with May 2022 release. Existing or new tabular models hosted on SQL Server 2022 Analysis Services can be joined with other data in Power BI Desktop to create a composite model. Read more in this blog. Data connectivity and preparation Connect to Datamarts (Preview) As a refresher, Datamarts in Power BI was officially announced in May 2022 as a new Power BI Premium self-service capability that enables users to perform relational database analytics and uncover actionable insights from their data. Please find more information about datamart in Power BI. You can now easily discover and connect to Datamarts from the “Data hub” within the Power BI Desktop Ribbon. This feature allows users to discover datamarts that have already been created and reuse them to easily build reports. You will be able to see datamarts that you have created or were shared with you by others in the organization. This will connect you to the datamart’s underlying auto-generated dataset (using live connect) so that you can easily create reports. To create datasets on top of the datamart, you can use the Azure SQL database connector and specify the Datamart’s SQL connection string for Server name. If you created the datamart, you can get the SQL Connection string from datamart settings (context menu action from the datamart in your workspace). If this datamart was shared with you, you can get the SQL connection string from the Datamart info page below from the Data Hub (in Power BI Service). Up next, we will simplify the experience to connect to the datamart’s SQL endpoint so that advanced use cases can be easily served without the hassle of having to find the connection string. Anaplan (Connector Update) The Anaplan connector has been updated. Below are release notes from the Anaplan team. Bug fixes/Improvements: This version of Anaplan connector for Power BI supports Anaplan OAuth APIs for authenticating with Anaplan. Users will be able to use either Basic Authentication (User ID, Password) or the Anaplan configured IDP for logging into Anaplan from the connector, accessing & running Export actions. With this new connector option, customers do not need to be an Anaplan exception user to use Power BI. Azure Databricks (Connector Update) The Azure Databricks connector has been updated. Below are release notes from the Databricks team. Fast evaluation option is removed from the UI and is used by default now. We made some performance improvements. Databricks (New Connector) We are releasing a new Databricks connector. Below are release notes from the Databricks team. This release contains a preview generic datasource `Databricks (Beta)` which supports OAuth authentication on AWS. The OAuth on AWS preview will support users managed by Databricks directly. Dremio Cloud (Connector Update) The Dremio Cloud connector has been updated. Below are release notes from the Dremio team. Users can now connect PowerBI Service to Dremio without needing Power BI Gateway Some customers may experience a back compatibility issue with their existing connections and reports. They may need to re-enter their credentials and possibly recreate existing reports once they have upgraded to this new connector. FactSet Analytics (Connector Update) The FactSet Analytics connector has been updated. Below are release notes from the FactSet team. Minor internal fixes for table representation Hexagon PPM Smart API (Connector Update) The Hexagon PPM Smart API connector has been updated. Below are release notes from the Hexagon team. This update contains a fix resolving an issue where Okta authentication no longer worked with the WebView2 browser control. SingleStore (New Connector) We are excited to announce the SingleStore Power BI connector! Below are release notes from the SingleStore team. SingleStore is the world's fastest database for all data-intensive applications. SingleStore provides a single unified database for analytical and transactional workloads with multi-model support for text, geospatial, time-series and more. The SingleStore Power BI connector provides a live connection to the database with support for DirectQuery as well as the ability to import data into Power BI with standard and Custom SQL Import modes. Snowflake (Connector Update) The Snowflake connector has been updated. This update contains a minor bug fix around mixed case database names and quotations causing compilation errors. Vessel Insight (Connector Update) The Vessel Insight connector has been updated. Please find update notes below from the Vessel Insight team. The new update in the connector enables a user to navigate through fleets with different asset trees when applicable and only sensors with data will be visible. Vessel Insight has a new version of the asset tree where the hierarchy structure has been updated. It is now possible to navigate through the old and the new asset tree or more, while the previous version of the connector only allows the user to navigate through one asset structure. Sensors without data will be hidden and ensure the user when selecting sensors for import that there will be no empty sensors. Workplace Analytics / Viva Insights (Connector Update) The Workplace Analytics connector has been updated and renamed. Please find below notes from the team. We’ve updated the Workplace Analytics connector and rebranded it as Viva Insights. The updated connector is now generally available. The connector includes a new optional parameter, which lets you import raw query output from certain data sources. Service Power BI Data Storytelling Last month we announced the public preview of Power BI Data Storytelling – an exciting new integration between Power BI and PowerPoint. Power BI Data storytelling is a PowerPoint add-in developed by the Power BI team, which lets you add Power BI reports into PowerPoint slides and enjoy the delightful interactive experience of Power BI inside your presentations. With data storytelling, data will always be up to date in your slides, whether you’re building a presentation or presenting it live to others. This month we are enabling Storytelling starting points inside the Power BI report experience, making it easy and simple for you to get started with storytelling directly from the report you want to use in your presentation. First, open the report you wish to add to your presentation, navigate to the desired page, and make any data selection that reflects the view you want to use. Then, click Share>PowerPoint or Export>PowerPoint>Embed live data. Check the “Embed report with data filters you selected” box if you want to make sure that the same report state will be added to the presentation. This will open a new window, with two options: Option 1: copy the link and paste into a Power BI add-in you added to an existing presentation. Option 2: open a new presentation with the report automatically added to it and continue to build your presentation. Read this blog to learn more on how you can enhance PowerPoint storytelling with data by including Power BI reports directly into a presentation with just few clicks. Announcing the Data hub We’re excited to announce the Data hub! The Data hub is the evolution of the Datasets Hub that was announced in December-2020. In the Data hub, in addition to Power BI datasets, you can now find the newly released Datamarts. The Data hub is a central location for data owners, report creators, and report consumers to manage, discover and reuse data items across all workspaces. Data item owners can see usage metrics, refresh status, related reports, lineage, and impact analysis to help monitor and manage their data items. Report creators can use the hub to find suitable items to build their reports on and use links to easily create the reports. Report consumers can use the hub to find reports based on trustworthy data items. A major challenge we hear from customers about is that users often build similar data repeatedly, resulting in resource overload, governance complexity, and difficulty in identifying sources of truth. The Data hub addresses these challenges by making it easier for users to discover existing, quality data and reuse it to answer business questions and gain insights. Once you discover a data item that seems to have the right data, a click on the item opens the data details page. On the details page you can see the following: Metadata about the data item, including description, endorsement, and sensitivity label. Actions such as share, refresh, create new, and more. Related reports, which are reports that were built on top of the dataset/datamart. When we think about data discovery best practices, before creating new reports, users should look at the existing related reports. If there are no such reports that are suitable, there are multiple ways to create a new report: Create report from template, if a template has been defined (a template is defined by adding the suffix “(template)” to a report built on top of the dataset/datamart). Create report from scratch to open a blank canvas and start creating your report. Auto-create a report. Note: This is currently supported only for single-table datasets. Moving forward, we’ll be adding support for datasets with multiple tables. Create a formatted table. Read more about this new functionality. Data hub in Power BI Desktop Power BI report creators primarily use Power BI Desktop to build new content and then publish it to the Power BI service. When building new reports, instead of connecting to external data sources, the best practice is to connect to curated data available to them in Power BI. In Power BI Desktop, just as in the Power BI service, we would like to bring all Power BI data items into a single experience. For this reason, we’ve brought the Data hub into Power BI Desktop. With the Data hub, users can find datasets and datamarts side by side, filter and search to find the data they need, and then connect to create a report. Read more about how to connect to datamarts in the Connect to datamarts section of this blog post under “Data connectivity and preparation” section. Power BI Metrics updates We have a number of exciting updates to announce for Power BI metrics (feature formerly known as 'goals'). This month, we have additions of multiple milestones that allow you to add date associated milestones within a given metric, categorical metrics that help you track non-numerical items, and enrichment of the bulk updating feature. We are also happy to announce that Power BI Metrics now supports customer managed keys. Milestones Milestones is a highly anticipated feature that we are so excited to announce. Now, date associated milestones can be added to a metric to help track incremental progress toward an overall end goal. With this new feature, scorecards support more nuanced tracking scenarios such as cumulative monthly targets, stepped revenue goals, and more. Each milestone you set is associated with a date so that you can accurately track your progress in your scorecard the way you do in the rest of your organization. In the setup process, you will have the flexibility to select whether you want to display the next milestone or the final target for your metric on the scorecard. This can be customized per metric. You can see the milestones as well as the final target visualized in the details pane alongside your current progress, so that it’s easier than ever to get a snapshot of how you’re performing against your metrics. Categorical Metrics Begin to track metrics that are not numerical. With categorical metrics, scorecards support scenarios like accessibility, NPS category scores (detractor, promotor, etc.), and many more! To get started, select categorical from the floating formatting bar when choosing the current and target values. You will be able to select from existing lists of categories, or create new categories as I am doing here, with accessibility scores. After creating my categories, I can then fill out my current and target values with the appropriate selections. And here you can see a group of metrics with accessibility scores B-D, with final targets of A. Bulk Updating With new additions to bulk updating, you will be able to: Assign owners Update statuses (if no rules exist) Create new or replace existing status rules Update start dates Update due dates Embedded Analytics Hierarchy slicers support in JS APIs 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. The ISVs and developers can now interact with hierarchy slicers using slicer APIs in JS APIs. Using the slicer APIs, you can get and set the state of a Power BI slicer. In addition, you can use load configuration to change the slicer state when loading a report. Support embedding Paginated Report with data sources containing single sign on (SSO) Partners and customers can now automate Power BI Embedded paginated reports with data sources containing SSO support in the following scenario: When the data source has the SSO option enabled and your users access reports built atop the data source, Power BI sends the related identity blob, which was received through the GenerateTokenV2 request in the queries, to the data source. This option enables Power BI to respect the security settings that are configured at the data source level. Example of generating an embed token for a paginated report with a data source identity. Support passing report parameters for Paginated Reports in JS SDK Now developers can set up parameters to paginated reports in Power BI by passing them in the Payload settings through JS SDK. They can further customize how Power BI processes the paginated report by embedding parameters for filtering data that meets the parameters criteria. Read more in our documentation. Power BI Embedded enables data model enhancements for ISVs/App owners' customers with DirectQuery for Power BI datasets Power BI Embedded ISVs and app owners can now enable their customers to create their own specific dataset that can be combined with a central dataset that ISVs/App owners use for all their customers. The customers can combine their own data coming from any datasource connected to PBI in any fashion (including with SSO enabled for supported datasources) and create their own measures and calculations. For example, ISVs can let their tenant customers create tenant specific measures via their code, using TOM over XMLA to the customer tenant specific dataset. To embed Power BI report with a dataset which has a Direct Query connection to another Power BI dataset two separate things need to be done: In Power BI portal, set the “XMLA endpoint” to “Read Only” or “Read Write” in the dataset’s capacity – this only needs to be done once per capacity. Generate a Multi-Resource Embed Token with all relevant dataset IDs specified in the request and the XmlaPermissions set to ReadOnly. Service principal profile Until now, ISVs and other Power BI Embedded app owners were able to deploy the embedded solution to production by using one of the following 2 options: Create one service principal for all their customers, where they have a Power BI limit of 1,000 workspaces per each service principal Create one service principal per each customer, where they have the burden of managing thousands of service principals Now, we’ve added a new method that allows a much larger number of customers per one service principal by introducing a new entity named service principal profile. Each service principal profile can administer a customer, and the number of profiles per service principal can reach hundreds of thousands. The service principal profile allows the ISV to build a scalable application that enables better customer data isolation and establishes tighter security boundaries between customers. Using the service principal profile enables the ISV application to host multiple customers on a single Power BI tenant. Each profile represents one customer in Power BI. In other words, each profile creates and manages datasets, reports, dashboards, and other artifacts that are connected only to one specific customer's data. Check out this video for more information. Please use the following resources to learn more about the service principal profile in Power BI Embedded: Service principal profiles in Power BI Embedded Migrate multi-customer applications to the service principal profiles model Power BI REST APIs - Profiles Developers Define the privileged permissions your visual is requesting in the capabilities.json Starting from API 4.6 and above developers must declare any privileged API calls their visual requires access to operate. These currently include: web access and downloading to a file from the custom visual. These privileges are granted in the capabilities.json file and will be displayed in the "About" dialog in the desktop and web when in edit model. The visual will be permitted to access any special privileges only if it was predefined in the capabilities.json. Admin may enable custom visuals downloading files through a tenant setting. New APIs are introduced to allow visuals to query the host at runtime to determine which of the privileges is enabled. Improving the custom visual load time With API 4.6 we have improved the load time for custom visuals considerably. Please make sure to update your visuals to the latest and greatest releases to enjoy the most recent enhancements. Visualizations New visuals in AppSource The following are new visuals this update: Mapbox Custom visual SCvation-Flow-Basic 2WriteBack Easy SPC Milestone Trend Analysis Chart by Nova Silva Milestones in project management are points in time when important deliverables are due. Like begin/end dates of project phases, formal approvals, etc. Nothing new to most of us. How can we use milestones to monitor the progress of our project(s)? The Milestone Trend Analysis Chart for Power BI. Milestone Trend Analysis (MTA) is a simple method of early identifying deadline trends. It allows you to react in time with corrective actions. And it will raise the deadline awareness of all project participants and stakeholders. Key signals in the Milestone Trend Analysis Chart are: Horizontal line: no change in the (expected) completion date Increasing line: delay in the (expected) completion date Decreasing line: (expected) completion date brought forward All features of the Milestone Trend Analysis Chart are available in the familiar standard Power BI user interface. No need to learn a new interface. And of course, themes, interactive selection and tooltips are supported. Don’t hesitate and try the Milestone Trend Analysis Chart now on your own data by downloading it from the AppSource. All features are available for free to evaluate this visual within Power BI Desktop. Questions or remarks? Visit us at: https://visuals.novasilva.com/. Inforiver Premium Edition now certified Inforiver Premium Edition, which delivers the fastest way to build Power BI reports, is now Microsoft Power BI Certified. The latest release incorporates several new features and enhancements and is available for download at Microsoft AppSource. The Premium Edition leverages a no-code/low-code architecture to deliver a wide variety of use cases Paginated reports Management, financial & IBCS variance reports Graphical tables (in-cell visualizations) Pivot analysis with expand and collapse for both row and columns Excel-like formulae at rows, columns, cell for visual-level calculations Manual data entry for plan, forecast or comments/cell level annotations What-if simulations with popular distributions and spread methods Formatted export to Excel/PDF Additional use cases such as writeback, paginated report subscription scheduling, and collaborative cell level commenting are available but in the enterprise edition. Inforiver Premium Edition is completely free for Power BI Desktop, with no feature restrictions. Inforiver pricing has also been simplified for wider adoption. Key enhancements in this 1.5 release include: KPI Explorer / Slicer for Data Exploration New Chart Types Column Pinning & Freeze Column Filtering Show Measure on Rows UX enhancements Display and Formatting enhancements … and more For more details on the latest release, visit the Inforiver Community https://www.youtube.com/watch?v=2Ft5QVgPBY0 Zebra BI Cards 1.2 The 1.2 version of the Zebra BI Cards visual brings some exciting new features like the ability to display the year-to-date (YTD) value for the KPIs, more flexibility with different font settings for elements on the cards, and new interaction settings. All of this to make your reports even more actionable, flexible, and insightful! https://youtu.be/tGrGNrZUwH8 Year-to-date value With Zebra BI Cards 1.2 a user can now choose to display the YTD value for the KPIs. In practice, this brings several benefits: Seamlessly switch between different stages for each KPI: YTD total, total and last data point. Easily compare data with the same period last year Put your data in perspective by having all information about KPI performance on one page. Font settings To create even more flexible reports, users can now apply their preferred font settings, like font style, size, and color. Card elements like KPI title, value, variances, and chart labels can be customized separately. Interaction settings By adding the Interaction group of settings, the report designers now have more control over which interaction is allowed to the end-user once the report is published. Discover other new features and improvements on our website. Drill Down Waterfall PRO by ZoomCharts Drill Down Waterfall PRO is a custom waterfall visual for Power BI. Now you can create stunning waterfall charts using vast customization options to control the look and feel of the chart. End users will find it easy to explore data using on-chart interactions, such as interactive zooming and clickable drilldowns. Main features: Column sequence – set the display order for the columns. Sub-totals – set display values in the dataset or let the visual calculate them automatically. Rich customization options – customize increasing, decreasing, and totals series separately (colors, outlines, column widths, column connectors, value labels and more). Static and dynamic thresholds – set up to 4 thresholds to demonstrate targets. Touch device friendly – explore data on mouse and touch input devices. Popular use cases: Accounting & finance – profit and loss statements. Inventory management – opening stock, stock movement, and closing stock. Human resources – change in staff numbers over time. ZoomCharts Drill Down Visuals are known for their interactive drilldowns, smooth animations, and rich customization options. They support interactions, selections, custom and native tooltips, filtering, bookmarks, and context menu. Use them to create visually appealing and intuitive reports that business users will absolutely love on every device. Try Drill Down Waterfall PRO now by downloading the visual from AppSource. Learn More about Drill Down Waterfall PRO by ZoomCharts. Other Coming Soon: Dataverse Display Name Support With next month’s release, we’re planning to support display names through the Dataverse connector. Once released, you’ll see display names automatically applied to all columns in the model when creating reports using the Dataverse connector, in either Import or DQ mode. This should save Dataverse users a lot of time, as you won’t need to manually name every column to match the friendly names end users are accustomed to seeing in their applications, like Dynamics. However, we did want to give everyone advanced warning of this change, as there will be some impact on existing reports once the change rolls out. For all existing reports, you’ll need to open the report up in Power BI Desktop and refresh the model for display names to show up. On the first schema refresh, the display names will override any existing renames you’ve made in the report, so if you want to retain those unique names, you’ll need to manually reapply your name changes in the model. This will only happen when the display names are first applied, so future schema refreshes should not require any rework. Overall, this change should reduce the amount of manual work you have to do to make your reports based on Dataverse data easily readable and familiar for your report consumers, so look forward to learning all the details of display name support in next month’s post! Power BI Desktop infrastructure update (WebView2) Thanks for your patience while we switch to WebView2 as part of the infrastructure update. As we are getting closer to GA we want to make sure we have solved as many issues as possible. Starting with this release you will see the following warning every time you launch Power BI Desktop if you don’t have WebView2 installed yet. If you see this, please install WebView2 and enable it. Read how in this blog. Improved support for single sign-on (SSO) for all users Power BI Desktop will now prompt users to sign in and use SSO where applicable to better align with office. This is the first of many small tweaks the startup experience. In future updates, we will use signed in users to deliver more tailored experiences and allow users to consume files from the service. That is all for this month! Please continue sending us your feedback and do not forget to vote for other features that you would like to see in Power BI! We hope that you enjoy the update! If you installed Power BI Desktop from the Microsoft Store, please leave us a review. Also, don't forget to vote on your favorite feature this month over on our community website. As always, keep voting on Ideas to help us determine what to build next. We are looking forward to hearing from you!
Detect upload of sensitive information to Power BI using Microsoft 365 data loss prevention policies
Many enterprises rely on Microsoft 365 data loss prevention (DLP) policies for Office 365 apps, SharePoint, OneDrive, Teams, Exchange, etc. to comply with governmental or industry regulations, such as the European Union's General Data Protection Regulation (GDPR), the U.S. Government’s Health Insurance Portability and Accountability Act (HIPAA), and the California Consumer Privacy Act (CCPA). Many of these enterprises also leverage DLP policies to reduce the risk of sensitive business data leakage, for example, intellectual property. In December we announced a public preview of Microsoft 365 DLP policies for Power BI premium workspaces, supporting automatic detection of sensitive data upload for data that has specific sensitivity labels applied (that is, sensitivity labels serve as rule conditions), along with the option to trigger automatic risk remediation actions such as alerts to security admins and/or customizable policy tips for end users. Today we’re happy to announce that we’re extending Microsoft 365 DLP policies for Power BI to support detection of uploading sensitive information such as social security and credit card numbers, leveraging Microsoft’s built-in sensitive information types and/or custom information types defined by your organization in the Microsoft 365 compliance center. How to deploy DLP policies for Power BI Deploying a DLP policy is a process that requires evaluation, planning, and testing before rolling it out to the entire organization. The process is usually driven by the organization’s security/compliance administrators. For more detail, as well as for guidance about how to plan DLP deployment in your organization, please read Plan for data loss prevention. Creation and monitoring of a DLP policy for Power BI is quite straightforward, and is very similar to how DLP policies work for other supported DLP locations like SharePoint and OneDrive. The steps below outline the process of enabling a DLP policy for Power BI: Go to Microsoft 365 Compliance. No configuration is required in the Power BI admin portal. Choose Data loss prevention > Policies > Create policy. Choose Custom > Custom policy. Provide a name for the policy. Choose Power BI as the location. You can choose which workspaces you’d like the policy to apply to. You can specify all premium workspaces, specific premium workspaces, or all premium workspaces except specific specified workspaces. Choose Create or customize advanced DLP rules, and then Create rule. Create new rule: Set a condition, "Sensitive info types" and/or "Sensitivity labels". Set actions (optional): User notification (customizable policy tip). Incident report (alert to security admin). Test or turn on the policy. You have the option of running the policy in test mode first. Test mode will create the audit activities when a policy condition is met (for example, when the upload of a dataset with credit card info is detected) without triggering any user-facing actions. How to validate a DLP rule condition match: See the entry created in Microsoft 365 audit logs. If you configured “incident report”, an alert will appear in Microsoft 365 alerts section. If you configured a “policy tip”, it will appear in the dataset’s details at Power BI Dataset hub. For more information checkout Configure a DLP policy for Power BI documentation. To learn more about best practices for deploying Microsoft 365 DLP policies see Create, test, and tune a DLP policy documentation. Notes: Microsoft 365 DLP policies for Power BI require a Microsoft 365 E5 license. Check out the documentation for more details. DLP policy evaluation is not currently included in capacity CPU usage. Metering as a background operation in capacity CPU consumption is expected to begin during Q2 CY2022 DLP policies are supported for Premium Gen2 workspaces only. Power BI DLP policies are not current not supported in the following data centers: Southeast Asia, Australia and northen Europe. We’re actively working on enabling DLP policies in these data centers, we’ll update with an ETA when available. Learn about data loss prevention policies for Power BI Coming soon: Support for a user option to report false positive detection, and user options to override policy actions. Finally – If you have any suggestions or feedback about MIP in Power BI, feel free to fill out this form.
Power BI March 2022 Feature Summary
Welcome to the March 2022 update. We are happy to announce a couple new features this month! How about error bars for line charts and dynamic format strings support for all chart elements? Also, we have some updates to the Azure Maps visual and Sensitivity labels, datasets hub and Power BI Goals. There is more to explore, please read on. Reporting New Format Pane – general availability coming in May Error bars Dynamic format strings now supported for all chart elements Updates to the Azure Maps visual Sensitivity labels update Multi-row card selection Data connectivity and preparation BitSight Security Ratings (New Connector) Bloomberg Enterprise Data and Analytics (Connector Update) Anaplan (Connector Update) FactSet Analytics (Connector Update) AssembleViews (Connector Update) Service Datasets hub improvements Power BI Goals enhancements Custom statuses in Scorecards Power BI Goals Teams notification Embedded Analytics A new improved method for deploying Power BI Embedded multi-tenancy solution in scale Embedding paginated reports – support for SSO datasources (delayed till April 2022) Visualizations New visuals in AppSource Charticulator visual now certified Drill Down Donut PRO by ZoomCharts graphomate matrix 2021.4 Strip Plot by Nova Silva accoPLANNING by Accobat Other Quickly create reports from SharePoint document libraries Changing the default Power BI Home layout Updated slicer defaults for accessibility improvements Check out the video below for this month's summary: https://youtu.be/6BpiFBCCS5A Reporting New Format Pane – general availability coming in May The new format pane has been in preview since November and was turned on by default for users in the last month’s release. As a heads up, we plan to make it Generally Available in May which means users will no longer be able to switch back to the old format pane. Please submit your feedback directly in the comments of this blog post or add to the discussion via our “share feedback” link next to the preview switch so we can continue capture any issues you encounter before general availability. Error bars You can now add error bars to your line charts to visualize the uncertainty in your data! Uncertainty is an important aspect to data, especially in scientific disciplines and other fields where the displayed value of a point needs to be contextualized by the range of its possible values. With this new feature, you can specify upper and lower bounds to the values on your line chart and customize the way the uncertainty is visualized on your chart. To begin, make sure that the error bars preview feature is enabled by going to File > Options > Preview features and making sure the error bars checkbox is checked. Also, please make sure you enabled 'New format pane" feature as "Error bars" functionality is available for the New format pane only. Then create a line chart and add a measure for which you have upper and lower bound fields to display. In the Analytics pane, you will see a new Error bars card. At the top, you’ll see a dropdown to select the measure to which you would like to add error bars. Beneath it, you’ll find options to enable error bars for this measure, add upper and lower bound fields, and indicate how the upper and lower bounds relate to the measure. Absolute means that the fields contain the exact value of the upper or lower bound, while Relative means that the fields contain the difference between the upper or lower bound and the measure. For example, if at one point my measure has a value of 60, an upper bound of 90, and a lower bound of 45, my upper bound field in absolute terms would be 90 and my lower bound 45, while my upper bound in relative terms would be 30 while my lower bound would be -15. Choose the option which suits the format of your upper and lower bound fields. By default, these intervals will be represented by a vertical line with horizontal caps on either end. You can also represent your uncertainty in other ways, like with lines, shade areas, and markers. Turn them on or off and format them to your liking in their associated sub-cards. Hovering over a point will show the values of the nearby error bars in a tooltip: Dynamic format strings now supported for all chart elements Reports with AS data sources can provide dynamic format strings, or cell-level formatting, to customize the formatting of their data. Reports with calculation groups will also convert regular format strings into dynamic format strings. We’ve gotten feedback over time that these dynamic format strings were applying inconsistently across a number of different visuals, including the gauge visual and some cases of categorical bar charts. We know that this inconsistency has affected decisions you’ve made around report design, so we’re highlighting here that after the numerous changes we made last month, categorical visuals should all support dynamic format strings. Here’s an example of how a gauge visual might display a value string with commas to separate thousands before the changes: And here’s how it does now: Updates to the Azure Maps visual This month, we’ve updated the Azure Maps visual with two powerful new capabilities: geocoding and pie chart layers. To try the features out, you’ll first need to enable the Azure Map visual in File > Options and Settings > Options > Preview Features > Azure map visual. Geocoding Most Power BI users work with data that contains geographic information not stored in latitude-longitude format. This data might be the addresses of a business’s retail storefronts, for example, or even simply the names of the countries it operates in. The Azure maps visual now allows you to supply this more intuitive geographic data directly to Power BI. Just drag your fields into the Location field well, and Azure Maps will perform the geocoding for you, translating your data into lat/long coordinates. The visual supports geocoding for country or region, state or province, city, county, postal code, and address data. As with our Map and Filled Map visuals, you can also drill down on multiple fields in the Location field well. Pie charts in Azure maps This month, you can also turn your bubble layers into pie charts in order to visualize the proportions by which your data at each location among different categories. This allows you to partition the data in your bubble layers across a new dimension. For example, you can use pie charts to understand market share of each of your products in a region, with the bubble size representing total market size. You can also leave the size constant and use pie charts to demonstrate just regional distribution, like showing the distribution of education levels across people in each state. To render a pie chart, drag a categorical field into the Legend field well of your map. Sensitivity labels update The 2 GB file-size limitation on saving labeled and protected PBIX files has been removed. PBIX files over 2 GB in size can now be saved with a sensitivity label that carries protection. Multi-row card selection Last month, we announced that you can now select rows in your multi-row card to cross highlight and cross filter other visuals in your report. Due to unforeseen circumstances, this feature did not ship with the last release, but it is now available with the March release. Thank you for your patience and for your feedback in bringing this issue to attention! Data connectivity and preparation BitSight Security Ratings (New Connector) Introducing BitSight Security Performance Management for Power BI! BitSight is a security ratings provider, surfacing rich data on the cybersecurity performance of companies. BitSight for Security Performance Management (SPM) enables CISOs to measure, monitor, manage, and report on their cybersecurity program performance over time, and to facilitate a universal understanding of cyber risk across their organization. This connector enables organizations to easily pull the BitSight data into Microsoft Power BI for further analysis and dashboard creation. The dashboarding and analysis generated in PowerBI can then be leveraged in executive reporting, tracking remediation progress, combining the BitSight data with other security data sources to gain a more complete view of their cybersecurity program performance over time and help bring universal understanding of cyber risk to stakeholders, as well as other use cases. Bloomberg Enterprise Data and Analytics (Connector Update) The Bloomberg Enterprise Data and Analytics connector has been updated. Here are notes from the Bloomberg team. “This release significantly improves the usability of our connector in the Power BI service environment. After upgrading, firm administrators will only need to update their dataset credentials once a year, instead of daily.” Anaplan (Connector Update) The Anaplan connector has been updated. Here are notes from the Anaplan team. This updated version of Anaplan connector for Power BI includes multiple enhancements. The connector has been updated to support Anaplan data exports up to 5GB in size. This is an increase from 1GB in the previous version of the connector. Users can now also re-run Anaplan exports without a 10-min delay. Connector has been updated to allow re-run of exports as determined by user. Summary of updates: Connector expanded to support 5GB exports 10-min delay between re-running exports has been removed. FactSet Analytics (Connector Update) The FactSet connector has been updated. Here are notes from the FactSet team. V1.2 1 New Datastore API support 2-Support Security in Component Detail for PA & Vault 3-New Navigator layout. AssembleViews (Connector Update) The AssembleViews connector has been updated. Here are notes from the AssembleViews team. Update View Date parameter to accept Date, DateTime, and DateTimeZone types. For Date and DateTime types the local time zone of the executing machine will be assumed. Include query parameter when retrieving project views to reduce load time. Service Datasets hub improvements The datasets hub (accessible from Power BI’s navigation pane) shows you all the datasets that you have access to, and also any endorsed datasets that have been set as discoverable so you can find them and request access. The All tab is sorted by the time you last visited the dataset, either by opening the dataset details page or by opening a report that is built on top of the dataset. The My datasets tab includes all the datasets that you are the owner of. As the go-to place for data discovery, one of the main purposes of the datasets hub is to help users find high quality data and reuse it for their own needs. With this in mind, we made some changes to the datasets hub tabs – now there is a new Trusted in your org tab that focuses exclusively on your organization’s trusted datasets – these are the endorsed datasets. When you select the Trusted in your org tab, you’ll see a list of all the endorsed datasets in your organization. The certified datasets are listed first, followed by the promoted datasets. Power BI Goals enhancements Custom statuses in Scorecards We’re excited to announce the release of custom statuses for Power BI Goals! Statuses are an integral part of goal tracking, and with this update, you can customize your statuses so they’re exactly right for your organization. ch_2022_Feature_Summary In edit mode, simply click the settings gear, and enter the section called statuses to start customizing your scorecard statuses. Here you can create new statuses, rename existing ones, and customize the color. With this update, you can customize the statues to the terminology you use every day in your organization, ensuring everyone in your team easily understands - making it easier than ever for Goals to work seamlessly for your organization. Power BI Goals Teams notification Last month we released Teams notifications to help you stay up to date about the goals you’re responsible for. This month, we are releasing a few more notifications for goal and check-in updates. Goal update notifications: Goal update notifications are sent when a goal is updated. The goal owners receive a Teams notification from the user updating the goal if they have the Power BI app for Teams installed. They’ll get a notification right in the activity feed and as a banner (toast card). When they click the notification, the scorecard opens and the Details pane for the goal is shown. This notification will be sent on any of the manual updates to the goal such as changes to goal name, start/due date, adding or removing owners, adding, or changing status rules. Goal check-in notifications: The owners of the goal get a goal check-in activity feed notification when a user adds a new check-in or edits an existing check-in. This notification will be sent when a value or status is either added or edited directly on the goal or through the check-in experience in the details pane. Note that the recipient needs to have the Power BI app for Microsoft Teams installed and have access to the corresponding scorecards to get these notifications. Read the documentation to learn more. Embedded Analytics Service principal profiles in Power BI Embedded Until now, ISVs and other Power BI Embedded app owners were able to deploy the embedded solution to production by using one of the following 2 options: Create one service principal for all their customers, where they have a Power BI limit of 1,000 workspaces per each service principal Create one service principal per each customer, where they have the burden of managing thousands of service principals Now, we’re happy to introduce a new method that allows a much larger number of customers per one service principal by introducing a new entity named service principal profile. Each service principal profile can administer a customer, and the number of profiles per service principal can reach hundreds of thousands. Service principal profiles allow the ISV to build a scalable application that enables better customer data isolation and establishes tighter security boundaries between customers. Using service principal profiles enables the ISV application to host multiple customers on a single Power BI tenant. Each profile represents one customer in Power BI. In other words, each profile creates and manages datasets, reports, dashboards, and other artifacts that are connected only to one specific customer's data. Learn more Embedding paginated reports – support for SSO datasources (delayed till April 2022) With Power BI embedded analytics, ISVs and customers can create Power BI content that displays paginated reports in a fully integrated and interactive application. They can embed paginated reports using the solution that works best for them, embed for your customers, or embed for your organization. Until now, datasources that require single sign-on (SSO) were not supported, and now we’re happy to update that we’ve added support for SSO data sources including Power BI datasets having SSO data sources. Read more Visualizations New visuals in AppSource The following are new visuals this update: Event viewer Power Slicer 高级切片器 Dual Axis Linechart with Legends Stacked Columnchart With Custom Legend Placement Bullet Chart with Custom Label Placement Cluster Bar chart Side By Side StackedBarchartWithDatalabel&Datapercentage BarChart With Custom Tooltip Pie Chart with Full legends Label Column Chart With two X-axis Side By Side Barchart Column Chart with Dual-Y-Axis Multiple Vertical Line Chart Barchart with colour formatting Barchart colour formatting based on legend Areachart with custom tooltip Bubble Chart With Categorical X & Y Axis Filter by List Custom Tooltip For Line and Clustered Column Chart Charticulator visual now certified As of version 1.4.1, the Charticulator custom visual is now certified! With this update, we’ve also made a few changes and bugfixes: fixed an issue with tick formatting in axes with the Date data type fixed an issue with text mapping for columns with the Date data type added support for number of ticks in numerical axes added a dropzone for tick data for numerical axes fixed an issue with the “sort by another column” panel added auto-updating for values in gradient scales Drill Down Donut PRO by ZoomCharts Drill Down Donut PRO was designed to guarantee the best end user experience. All interactions take place on the chart itself without hidden controls, thus ensuring a quick and easy data exploration experience. Enjoy intuitive cross-chart filtering aided by smooth animations. Control every aspect of the chart through extensive customization, and even select from multiple chart types (donut, pie, gauge). Main features include: Adjustable “Others” slice – set the number of visible slices and group the rest. On-chart interactions – no need to learn hidden controls. Custom tooltips – select ZoomCharts custom tooltip or Power BI built-in tooltip. Full customization – customize every slice, label, and legend. Desktop and mobile device navigation – explore charts the same way on any device. Popular use cases: Sales and marketing – measuring campaign performance and research results. Human resources – staff composition, salary distribution, performance data. Accounting and finance – income and expense analysis, billings, creditors, and debtors. Project management – risk distribution, resource allocation. To evaluate Drill Down Donut PRO on your own, get it now from AppSource. Learn more about Drill Down Donut PRO. If you would like to read more in detail, check out our blog post. Please watch this video to get more information about Drill Down Donut PRO visual. graphomate matrix 2021.4 Level up your tables in reports with the graphomate matrix. Design the layout down to the smallest detail. In addition, graphomate matrix enables both hierarchical and tabular (Crosstab) views. Hierarchies can also be used in the columns and additional columns with their own calculations can be added. Here is a small selection of useful settings which help you to Apply Scenarios in column headers Create different types of charts in the cells (bar charts, deviation charts, sparklines) Align your table design according to IBCS Set the Number formatting for each cell (Psst: a new format for displaying seconds in hh:mm is available now) Quick Access to the graphomate property sheet (GPS) via the gear wheel With the new release version, we have improved a lot under the hood and thus shortened the charging and added another visualization type called ‘sparklines’. People can process patterns more easily than pure text and numerical values. Therefore, sparklines in the cells are a good way to provide information about the temporal behavior of a kpi. Benefit from the seamless integration of our custom visuals and use filters and slicers side by side with the standard visuals. Go ahead and try the graphomate matrix by downloading it from the AppSource. Detailed documentation. Strip Plot by Nova Silva Most charts will force you to summarize or categorize data before it is displayed. This can hide important details and may be misleading. The Strip Plot shows all your data observations in one go without hiding important details. It shows each data point on a single continuous scale. You give us excellent feedback which allows us to further improve this visual. Based on your feedback we just released version 2 with several exciting enhancements. You could already add numeric values, but now you can also use dates on the x-axis. The x-axis has also been enhanced with the optional Zoom-Slider. Each visual in Power BI has three different panes: Fields, Format & Analytics. The Analytics pane allows you to add reference lines to your visual (like: fixed value, median, average, max, etc.) In version 2 you can use this functionality with the Strip Plot. All functionality of the Strip Plot is available through the standard Power BI interface: NO need to learn any new interface. Don’t hesitate and try the Strip Plot now on your own data by downloading it from the AppSource. Questions or remarks? Visit us at: https://visuals.novasilva.com. accoPLANNING by Accobat Enable writeback for any PowerBI model and use PowerBI for planning and forecast. With this visual you can now writeback numbers, text and dates on any existing or new PowerBI model. Check out the new advanced features like splashing numbers from an aggerated level to all leaf levels and even splash the numbers relative according to another measurers in you model. https://www.youtube.com/watch?v=o_7XfTPNT_c Key new functionalities: Transaction keys Using transaction keys are now a possibility to get a better coherent and valid data model. This means you can have a business orientated description in the grid and slides but the writeback table are fill out with the corresponding key. Calculate further on existing numbers You can now add calculate on top of existing numbers or other measures. This is very powerful when you want to do a potential increase on actual numbers as basis for you forecast. Read only cells You can now lock cell for typing and splashing. This is useful when you want to lock part of a dataset or certain cells for changing the numbers. With the accoPLANNING visual, you combine the planning and reporting process in PowerBI. For more information, visit our website. Please go ahead and download accoPLANNING visual from the AppSource. Other Quickly create reports from SharePoint document libraries Previously, we launched an integration in SharePoint lists that let you, with just a few clicks, automatically create a Power BI report off list data. Now, that same capability is available on SharePoint document libraries. This will let you easily explore your file metadata, such as how frequently files are modified, who makes the most modifications, etc. Currently, this option is only available at the parent, or root, folder of the document libraries and will not pull metadata for files within folders. We will lift these restrictions in a future update. Changing the default Power BI Home layout Recently we have introduced a simplified layout for Power BI Home to make discovery of relevant content easier. This new layout introduces a Recommended widget at the top of the page and a list with several pivots below it. Power BI will display personalized content recommendations in the widget as well as frequently consumed and favorited content. Only content that a user has permissions to access will be displayed. In March 2022, we are switching all Power BI service users to have the new simplified layout by default. The previous layout (aka Expanded layout) will still be accessible via the layout switcher on Home. A user’s selected layout will persist for subsequent visits to Home. To learn more about Power BI Home, check out our documentation. Updated slicer defaults for accessibility improvements For March 2022, we are updating the new base theme for slicers to enhance overall accessibility. This will affect all newly created reports for some slicers, including List and Date slicers. List slicers will have slightly larger font and spacing between the items to accommodate touch, and generally make selection easier. Default colors are also updated to have slightly higher contrast, for List and Horizontal slicer types. Date pickers will now have a calendar icon, and input labels by default. The new defaults are designed to meet standard accessibility requirements, so to best create accessible content it is advised to keep the default settings. These items can also be modified in the new formatting pane or controlled via a custom theme if you want your report defaults to be different. To learn more about Power BI and Accessibility, check out our documentation. Example JSON snippet of custom theme file: "slicer": { "*": { "date": [ { "hideDatePickerButton": false } ], "items": [ { "fontColor": { "solid": { "color": "#252423" } }, "padding": 4, "accessibilityContrastProperties": true } ] } }, That is all for this month! Please continue sending us your feedback and do not forget to vote for other features that you would like to see in Power BI! We hope that you enjoy the update! If you installed Power BI Desktop from the Microsoft Store, please leave us a review. Also, don't forget to vote on your favorite feature this month over on our community website. As always, keep voting on Ideas to help us determine what to build next. We are looking forward to hearing from you!Power BI Data Protection December announcements
Two and a half years ago Power BI partnered with Microsoft 365 Compliance to enable you to discover, classify, and protect sensitive information in Power BI using Microsoft Information Protection (MIP) sensitivity labels. Microsoft 365 Compliance solutions are widely used by the infosec teams of enterprise-sized companies to protect sensitive data in Office 365, Exchange, Teams, SharePoint, OneDrive, etc. Today we’re happy to announce the general availability of two very popular MIP label features: Mandatory MIP label policies and Default MIP label policies, which, both together and separately, can help you ensure that MIP labels are applied to all your Power BI content. We’re also very excited to announce that the widely used Microsoft 365 Data Loss Prevention policies now support Power BI premium workspaces(public preview). Default label policies in Power BI – general availability Default label policies enable you to define a baseline level of protection to be applied to Power BI files and in the Power BI service. This capability is now generally available. When default labeling applies, when a user creates a new file in Power BI Desktop or a new dataset or report in the Power BI service, the default label is set automatically on the new file or artifact, without interfering with the user’s workflow. The following image shows how the Sensitivity menu displays the default label as selected when a new or existing unlabeled Power BI file is opened. Moving forward, we are working to extend default label policies to additional editing flows in the Power BI service. See how to enable a default label policy in the Microsoft 365 compliance center Mandatory label policy – general availability Mandatory label policies enable organizations to ensure that MIP sensitivity labels will be applied to new content when it is created in or uploaded to Power BI. This capability is now generally available. When a user tries to save a PBIX file in Power BI Desktop or a Power BI artifact in the service that doesn’t have a sensitivity label applied, they will be prompted to choose a label before the item will be saved. If you wish to ensure that content will get labeled without having to prompt users to choose a MIP label, you can enable a default label policy alongside a mandatory label policy. When both are enabled, the user won’t need to choose a label in order to save an item - the default label will be set automatically. See how to enable a mandatory label policy in the Microsoft 365 compliance center Use Microsoft 365 data loss prevention policies to detect sensitive data upload – public preview To meet local and industry-specific compliance requirements (e.g., for financial services or healthcare industries), organizations require full visibility over the uploading of sensitive data to the cloud. Microsoft 365 data loss prevention (DLP) policies help organizations meet these requirements for leading Microsoft products like Office 365, Teams, SharePoint, OneDrive, etc. Rolling out in the coming week, in public preview, security admins will be able to leverage Microsoft 365 data loss prevention policies to identify and detect the upload of sensitive data to Power BI Premium (Gen 2) workspaces, according to the data’s (MIP) sensitivity labels. The admin will be able to define triggers for automatic data-loss risk remediation actions, such as alerts or custom policy tips for end users. Note: DLP policy evaluation is not currently included in capacity CPU usage. It will start to be accounted for as a background operation in capacity CPU consumption during Q1 CY2022 DLP. Learn about data loss prevention policies for Power BI (Documentation available upon feature release) Coming soon: MIP DLP policy support for detecting and identifying upload of sensitive data according to sensitive data detected via dataset’s content scan. DLP policies' CPU usage accounted for in capacity CPU usage. MIP labels for paginated reports - general availability Support refresh from OneDrive of encrypted PBIX files Learn more: Visit our documentation: Sensitivity labels in Power BI. To learn more about upcoming developments regarding DLP policies and Power BI’s integration with Purview, as well as about recent MIP label enhancements, check out the following Microsoft Ignite session: OD166 Drive a data culture for your business on the secure foundation of the Azure cloud and Power BI. Finally – If you have any other suggestions or feedback about MIP in Power BI, feel free to fill out this form.Announcing Default sensitivity label preview and other top asked MIP features in Power BI
Microsoft Information Protection (MIP) helps you discover, classify, and protect sensitive information, wherever it lives or travels. MIP capabilities are included with Microsoft 365 Compliance and give you the tools to know your data, classify your data, protect your data, and prevent data loss. Today we are happy to announce public preview of default label policies in Power BI Desktop together with some of the top asked MIP features in Power BI: MIP sensitivity labels in Power BI desktop – general availability! Support for Get data from protected Excel files in Power BI Desktop - preview Data source MIP sensitivity label inheritance in Power BI Desktop preview, and extend data source label inheritance to support Excel files MIP Sensitivity label support in paginated reports – preview Mandatory label setting available in the M365 compliance center MIP label activities in Microsoft 365 Activity Explorer preview Default label policies in Power BI Default label policies enable you to define a baseline level of protection to be applied to Power BI files. Unless changed, the default label set on files persists when the files are published or uploaded to the Power BI service. When a user opens a new file in Power BI Desktop or edits an existing file that doesn’t yet have a MIP sensitivity label, Power BI seamlessly applies the default label to the file. If the user doesn’t choose another label, the file will be saved with the default label. The following image shows how the Sensitivity menu displays the default label as selected when a new or existing unlabeled Power BI file is opened. Moving forward we are working make it so that default label policies will also apply to content that is created or edited in the Power BI service. Default label together with Mandatory label We recently released the public preview of mandatory label policies in Power BI. Mandatory label policies enable organizations to ensure that MIP sensitivity labels will be applied to new content when it is created in or uploaded to Power BI. When both default label and mandatory label policies in Power BI apply to a user, the user won’t be required to choose a label before being allowed to save or publish a file. This is because the default label will be applied. While users can change the default label to another label if they so choose, they just won’t be able to remove the label from the file, due to the mandatory label policy. How to enable a default label policy in the Microsoft 365 compliance center A Microsoft 365 administrator can enable a default label policy for Power BI by selecting the desired label in the Apply this label by default to Power BI drop-down menu in the Power BI section of the “Sensitivity label policy” settings in the Microsoft 365 compliance center. See how to enable mandatory label in M365 compliance Further announcements for MIP in Power BI MIP sensitivity labels in Power BI Desktop - GA MIP sensitivity labels in Power BI Desktop are now generally available. With MIP sensitivity labels in Power BI Desktop, it’s easy to classify and protect .pbix and .pbit files, similarly to the way it is done with Excel, Word, and PowerPoint files. By applying a MIP sensitivity label to a .pbix file, the file can be both classified according to its level of sensitivity and protected according to the label’s file encryption settings. A MIP sensitivity label on a .pbix file persists when the file is uploaded or published to the Power BI service. Likewise, when a dataset or report with a MIP sensitivity label is downloaded as a .pbix file, the label and its protection settings are applied to the downloaded file. Note: Power BI Desktop honors Microsoft Information Protection sensitivity label settings. This means that only authorized users, as defined during sensitivity label creation in the Microsoft 365 compliance center, are allowed to open and edit protected Power BI Desktop files. Support for Get data from in Power BI Desktop - preview Excel files are among the most popular data sources for BI reports. Many enterprises use MIP sensitivity labels to classify and protect Excel files. Now you can import data from protected Excel files if you have sufficient permissions. Data source MIP sensitivity label inheritance in Power BI Desktop preview, and extend data source label inheritance to support Excel files In April we announced the public preview of Power BI MIP sensitivity label inheritance when importing data from Azure Synapse Analytics and Azure SQL Database to help ensure that your data remains classified and secure across its data journey from Azure through to Power BI and on to Office. We’re happy to announce that: We’re extending data source inheritance when importing data from Azure Synapse Analytics and Azure SQL Database so that it will be supported both in Power BI Desktop and in the Power BI service. We’re adding support for MIP sensitivity label inheritance when getting data from an Excel file to Power BI Desktop, to help ensure that your data remains classified and secure across its journey from Office to Power BI and back to Office. For MIP data source inheritance in Power BI Desktop you need to have MIP sensitivity labels in Power BI enabled for you. Read more about this feature MIP sensitivity labels for paginated reports – preview Now you can set MIP sensitivity labels on paginated reports in the Power BI service, just like you can on Power BI reports. When data from a paginated report is exported to a Word, Excel, PowerPoint, or PDF file, the report’s label and protection settings will be applied to the exported file. Read more about this feature. New setting in the M365 compliance center - Require users to apply a label to Power BI content A Microsoft 365 administrator can enable a mandatory label policy for Power BI by selecting the Require users to apply a label to their Power BI content checkbox in the Sensitivity label’s policy settings in the Microsoft 365 compliance center. This is in addition to being able to enable the setting via PowerShell. Read more about this feature. MIP label activities in Microsoft 365 Activity Explorer preview With the addition of Power BI data in activity explorer, now customers can view their labeling events from Office and Power BI seamlessly in single location. This functionality is currently in preview, with GA to follow in the coming months. For more information see the documentation here: Power BI sensitivity label data in Activity Explorer (preview) - M365 Admin (handsontek.net) Coming soon: Data source label inheritance in the Power BI service when the data source is an Excel file (preview). Get data from protected Excel files in Power BI service (preview) Require users to apply MIP sensitivity labels – general availability. Default label when creating new content in the Power BI service (preview). Publish/Republish .pbix files with labels via 3 rd party service principals. Learn more: Visit our documentation: Sensitivity labels in Power BI. Checkout my July webinar on MIP sensitivity labels in Power BI. Finally – if you have any other suggestions or feedback about MIP in Power BI, you can fill out this form.
