Data God Guide to Power BI Metrics
Get ready to take your data analysis skills to the next level with our March 14th, 2023, user group meeting on Power BI Metrics. Join Chris Wagner, Director Data Solutions at Baker Tilly and founder of Kratos BI as he shows 3 real-world use cases for how to use Power BI Metrics like a Data God. The meeting will start at 5.30pm with refreshments. The presentation will start shortly after 6pm on Wednesday November 9th. ***LOCATION*** We'll be meeting on the ground floor of the Baker Tilly offices in Madison: 4807 Innovate Ln, Madison, WI 53707. It's on the far east side - exit the interstate on US-151 towards Sun Prairie, then exit on American Parkway. Take the first left onto Eastpark Blvd. The Baker Tilly building is 2 buildings after Cambria Suites on Eastpark Blvd. Enter through the main entrance at the front of the building - doors are locked but we'll have someone to let you in and they'll be a phone number to call if you arrive later. What3Words: ///handyman.navigating.mutateDrill Through Like a Boss: Advanced Techniques to Elevate Your Reports
Drillthrough is a great way to provide autonomy to the viewer - allowing them to choose the level of detail they want to see, while keeping your main report clean and uncluttered. This presentation will demonstrate some of my favorite techniques for expanding the typical uses of drillthrough, and making the technique more intuitive to the viewer, including: -Improved drillthrough via tooltips -Drillthrough on images -Creation of dedicated multi-state drillthrough buttons -Creation of dynamic drillthrough button text -DAX-controlled conditional drillthrough -Conditional formatting driven by drillthrough selection -Advanced drillthrough on spatial data The meeting will start at 5.30pm with refreshments. The presentation will start shortly after 6pm. ***LOCATION*** We'll be meeting on the ground floor of the Baker Tilly offices in Madison: 4807 Innovate Ln, Madison, WI 53707. This is where we met in June. It's on the far east side - exit the interstate on US-151 towards Sun Prairie, then exit on American Parkway. Take the first left onto Eastpark Blvd. The Baker Tilly building is 2 buildings after Cambria Suites on Eastpark Blvd. Enter through the main entrance at the front of the building - doors are locked but we'll have someone to let you in and they'll be a phone number to call if you arrive later. What3Words: ///handyman.navigating.mutatePower BI semantic models as accelerators for AI-enabled consumption
As data volumes grow exponentially, Power BI customers demand AI-driven analytical solutions that scale to petabytes, are secure, governed, and easy to manage. Power BI semantic models, backed by Microsoft Fabric, are the foundation for user-friendly BI solutions, bridging the gap between business users and IT by enabling trusted ad-hoc analysis. Consequently, Power BI semantic models serve as key enablers of AI-powered insights, ensuring consistent answers to data questions across large organizations and maximizing return on existing Power BI investments. Ubiquitous in enterprise BI Power BI semantic models are the authoritative source of truth for ad-hoc analysis and reporting across countless organizations, empowering over 35 million monthly active users and 95% of Fortune 500 companies. Microsoft is the only vendor to be recognized as a Leader in the Gartner® Magic Quadrant™ for Analytics and BI Platforms every year since 2008, positioned as a leader in The Forrester Wave™: Business Intelligence Platforms, Q2 2025, and GigaOm Radar for Semantic Layers and Metrics Stores. Based on the most widely adopted BI semantic modeling technology in the market, Power BI semantic models offer a mature API surface area, exceptional performance and scalability for interactive analysis over massive datasets, and a thriving ecosystem of developers, partners, and third-party tools. Bridge the gap between the business and IT Power BI semantic models are uniquely positioned between business users of Microsoft M365 and enterprise data assets in Microsoft Fabric created by professional developers and BI professionals. You can have the most sophisticated data-foundation on the planet, but if your business users aren’t using it because it’s not integrated with the tools they use on a daily basis, it’s not end-user oriented, or they don’t trust it, then it’s pointless. This is the core value proposition of Power BI semantic models – to bridge the gap between business users and enterprise data assets. Enable both centralized and self-service BI Organizations that successfully drive a data culture tend to embrace “discipline at the core and flexibility at the edge”. Power BI semantic models support both centralized and self-service BI use cases. Customers get to choose business-critical data entities requiring organizational discipline and centralized management. Business analysts can easily combine that data with other data from a wide range of sources – without a dependency on IT, duplicating corporate data, or violating governance controls. This represents value for customers because it reduces total cost of ownership through standardization and facilitates collaboration between the business and IT like ownership takeover. Commitment to open standards/platform With Direct Lake storage mode, Power BI semantic models are a key part of Microsoft Fabric’s commitment to open standard formats using Delta Lake and OneLake, enabling customers to avoid lock-in to proprietary vendor storage formats. Power BI semantic models enable open-platform connectivity for a wide range of non-Microsoft data visualization tools through compatibility with the XMLA Endpoint, allowing end users to perform ad-hoc analysis from their tool of choice without needing to create local copies of data. Power BI semantic models are highly programmable using Fabric REST endpoints for CRUD operations, query execution, refresh management, Python notebook support with semantic link, .NET programmability using the Tabular Object Model (TOM), and open metadata definitions using the Tabular Model Definition Language (TMDL) for Git-friendly file formats and scripting automation. Ad-hoc analysis is the sweet spot for Power BI semantic models Enterprise semantic models have always been about enabling non-technical users to ask ad-hoc data questions using business terminology spanning broad subject areas. They deliver trusted insights based on dynamically calculated metrics and dimensionality. Highly curated semantic models surface corporate data using business-friendly naming conventions, abstracting complex business logic for sophisticated calculations, inferred relationships, user hierarchies, metadata translations and much more. With blazing-fast query performance, users are empowered to slice and dice massive datasets at the speed of thought. Together, these capabilities foster trust and drive consistent decisions across the organization. The DAX query language used by semantic models is purpose built for ad-hoc analysis. DAX queries are autogenerated based on end-user interactions, so are context aware and designed to reuse pre-defined definitions in the semantic model. DAX calculations contained within the semantic model enable advanced, aggregated, BI-style calculations that can prove very difficult to define in SQL for scenarios like time intelligence, period-to period comparisons, ratio and contribution analysis, financial and inventory calculations. Contrast with solutions that lack a semantic layer Reporting solutions without a robust semantic layer based on mature BI engine technology often require business logic to be defined on the fly for analytical queries, leading to inconsistent results. AI-based consumption is less deterministic. Query performance is slower because data structures, query plans and query-processing engines are not well optimized for BI-style queries. Lack of presence in tools business users use every day like Microsoft M365 – coupled with the inability for business users to combine data from other data sources without a dependency on IT – leads to ungoverned “shadow IT”, data silos and data fragmentation, which are poisonous to organizations seeking to embrace a data culture. Power BI semantic models are accelerators for AI-enabled consumption The strong foundation in ad-hoc, curated analysis using business-friendly terminology is precisely why Power BI semantic models are key accelerators for AI-based consumption. Now it’s just that the AI is asking the ad-hoc data question on behalf of the user. Natural language data questions are answered more consistently and easily when the AI can rely on business logic encapsulated by semantic models. LLMs are already familiar with well-defined API surface areas for metadata and queries enabling agentic modeling and consumption. Power BI semantic models are already deployed at scale across countless large organizations and primed to accelerate AI-driven consumption of enterprise data. Try Power BI Copilot today! Try the standalone Power BI Copilot experience on existing Power BI semantic models and reports today! Educate Copilot by providing AI instructions and Verified Answers for known business terms and common questions. Empower business users to access the most relevant data assets in Fabric for AI-driven insights, using Copilot discovery based on sophisticated relevance signals. Enable Copilot to ask ad-hoc analysis questions on behalf of business users based on dynamically calculated, pre-defined definitions in your semantic models, and leverage the richness and interactivity of Power BI visuals without leaving the chat experience! Refer to the Overview of Copilot for Power BI documentation to get started. Here is a short demo of Power BI Copilot integrated with Power BI Apps for a scoped discovery experience by subject area. Rich visual interactivity and slice/dice capabilities are demonstrated without leaving the chat experience!
Deprecation of Metric Sets in Power BI
The Metric Sets feature in Power BI will be deprecated, with a phased retirement beginning October 25th, 2025. What’s Changing and When October 25th, 2025: Creation of new Metric Sets will be disabled. November 15th, 2025: Full retirement. Metric Sets will no longer be accessible in Power BI Service or Desktop. Scorecards and all associated datasets or measures will not be impacted by this change. Recommended alternatives If you have relied on Metric Sets, here are recommended approaches to continue managing and tracking your business metrics: Use underlying datasets and measures directly: All metrics in a Metric Set are actually measures in a Power BI dataset. You can continue to use these measures directly in your reports and dashboards. Leverage certified or shared datasets: For a single source of truth, designate certified or shared datasets as your central repository for business metrics. Continue with Power BI Scorecards: For tracking metric values and statuses over time, Scorecards remain a robust and actively supported solution. Explore new metrics experiences: Keep an eye out for new capabilities in Power BI, such as enhanced artifact discovery in Copilot-powered search, which are intended to make it easier to find objects. Next Steps We are committed to making this transition as seamless as possible. If you have existing Metric Sets, please plan to migrate any critical logic or references to alternative solutions before November 15th, 2025. Thank you for being part of the Power BI community and for your continued feedback as we evolve the platform to better meet your needs.
Announcing Metrics Sets are widely available in Preview
In today's data-driven world, organizations need reliable and consistent metrics to make informed decisions. We're excited to introduce Metric Sets Preview, a groundbreaking feature designed to help you define, discover, and reuse trusted metrics across your organization. This new feature is part of our ongoing commitment to enhance your data experience and empower you with the tools you need to succeed. Why Metrics Matter Metrics are the backbone of any data strategy. They provide a standardized way to measure performance, track progress, and make data-driven decisions. However, managing metrics can be challenging, especially as organizations grow and data becomes more complex. Our Metrics solution aims to simplify this process by offering a centralized repository for all your key metrics. Key Features Centralized Metric Management Metric sets allow you to store and manage all your metrics in one place. You can even build specific metric sets (collections) for different teams. This ensures consistency and eliminates the need for duplicate metrics, reducing data silos and improving data quality. Enhanced Discoverability With our intuitive search and navigation features, finding the right metric has never been easier. Whether you're a business user looking for key performance indicators or a data analyst searching for specific measures, Metrics makes it simple to locate and utilize the metrics you need. Seamless Integration Metrics integrate seamlessly with your existing data tools and workflows. Whether you're using Power BI, notebooks, or custom applications, you can easily access and use your metrics without any disruptions. Rich Consumption Experiences Metrics support rich and expanded consumption experiences, allowing you to explore and visualize metrics in new and meaningful ways. This includes the ability to see metrics and associated dimensions, making it easier to understand and act on your data, especially for business users who don’t need to see the entire semantic model. Trust and Reliability Built with security and governance in mind, Metrics ensure that your KPIs and most important measures are reliable and trustworthy. With permissioning and features like detailed usage tracking you can be confident that your data is secure and being used appropriately. The Road Ahead The Metrics Public Preview is just the beginning. We're committed to continuously improving and expanding this feature to meet your evolving needs. In the coming months, we plan to introduce additional capabilities, including more advanced integration options and enhanced data pane experiences. Currently, organizations need to have Fabric enabled and Metric sets need to be created in premium workspaces (Fabric or premium capacities). The tenant setting for metrics must also be enabled. We plan to enable access independent of Fabric, and to extend to Pro workspaces. We invite you to use Metrics and let us know how it starts to improve data quality and transform the way your users interact with and trust their metrics - experience the benefits for yourself. Unlock the full potential of your data and drive your organization forward with Metrics! Check out our documentation for more info - Get started with Metrics - Power BI | Microsoft LearnChoose metric based on filter
hello! i am very new to the dashboard thing and i am on my way to create my first dashboard. i am currently trying to present what is the orderbook in the container industry and i currently have a slicer to choose the type of container. I have two columns that present: 1. number of containers (count individual vessels) and another one with capacity (capacity of each vessel). I would like the user to see all the charts based or on capacity or number of vessels, depending on the selection they make (could be sum of vessels or sum of capacity). i have tried to check how to do that but so far i have not been able. is this something that can be done in a dashboard? as i said it is my first time trying it and not very familiar with it so I apologize in advance if it is a silla question. i would appreciate a lot your help! thanks a lot in advance, Lau
How the Filter definition of the metric can affect the final result.
Let's assume that I have the Products table in my model defined like this: ProductID UnitPrice UnitsInStock Discontinued 1 10 50 TRUE 2 15 30 FALSE 3 20 20 TRUE 4 25 10 TRUE 5 5 15 FALSE I have created two metrics : Value1 = CALCULATE ( SUMX ( Products, Products[UnitPrice] * Products[UnitsInStock] ), FILTER ( Products, Products[Discontinued] = TRUE ) ) Value2 = CALCULATE ( SUMX ( Products, Products[UnitPrice] * Products[UnitsInStock] ), Products[Discontinued] = TRUE ) The only difference is the definition of the filter. I have evaluated the results in Power Desktop but I do not see any difference. This leads to my question: How could this definition affect the final result of the metric or when might this occur?
PowerBi Metrics - Tracking in reports
Hi, I was hoping somebody might be able to help. I have created scorecards/metrics pulling data from Jan - Dec 23 and have added them to a PBi report. What I would like to know is how do I get the data to display from the start of the year? Right now on my metric visual it is only showing current month and I cannot see anywhere to change this to show year. Please note I am not working on desktop. Thanks.Gartner Analytics and BI Bake-off 2023: Analysis of Flooding and Flood Mitigation
Each year, as part of the Gartner Data and Analytics Summit, Gartner invites vendors from the Magic Quadrant for Analytics and Business Intelligence Platforms to show how their product can help solve real-world problems and find insights in real-world data. In previous years we’ve looked into the UN’s Sustainable Development Goals, the impact of COVID-19, the opioid crisis in the USA, and many others. This year’s topic was to analyze factors that may be increasing the risk of flooding and identify mitigation strategies countries might take to combat the risk of flooding disasters. We were asked to use data from OECD’s Flood Risk Indicators and daily weather measurement data from the National Oceanic and Atmospheric Administration (NOAA) combined with additional data we could find to perform the analysis. We were given a detailed list of capabilities to cover across three demo sections: data management, analysis and content creation, and sharing findings. We use these sections to showcase the latest and greatest Power BI features we've introduced recently. The sections are very short, typically 4-5 minutes each, and we’re challenged to demo against each other on stage! Here’s a video highlighting the features we demoed at the Gartner event: Gartner Analytics and BI Bake-off 2023: Analysis of Flooding and Flood Mitigation - YouTube
Power BI February 2023 Feature Summary
Welcome to the February 2023 update! This month, we’ve added TypeScript support in the developer playground sandbox, several new formatting features for reporting, and so much more. Continue reading for more details on our new features! Reporting Conditional formatting based on string fields Smart Narrative visual summary icon Formatting image width in table and matrix Update your base theme in Power BI Report theme validation on custom theme import Text box visual indentation New accessible report themes Customize visible pages in the Page navigator visual Sensitivity labels now supported in PDF export from Desktop Enhanced row-level security editor Analytics Quick Create SDK Modeling New DAX functions: LINEST and LINESTX Data Connectivity Denodo (Connector Update) Digital Construction Works Insights (Connector Update) Profisee (Connector Update) Cosmos DB V2 (Connector Update) Service New ‘Get Data’ experience in the Power BI Service Compact view Linked metrics Follow metric Paginated Reports Paginated Reports Formatted Table authoring experience Create a Paginated Report from a datamart Capacity Planning for Paginated Reports Embedded TypeScript support in the playground developer sandbox Visualizations (third party visuals) Editor’s pick of the quarter New visuals in AppSource Milestone Trend Analysis Chart by Nova Silva Multiple Sparklines Inforiver Charts 2.1 is now Microsoft Power BI certified accoPLANNING by Accobat Drill Down Donut PRO by ZoomCharts https://www.youtube.com/embed/7-0Pr0U2HIA Reporting Conditional formatting based on string fields This month, you can now set conditional formatting rules based on string fields! We know that many of you have been asking for this feature, so we’re excited to be bringing you this feature and hope you find it a powerful new conditional formatting capability. You can access this new capability in the same way other conditional formatting: through the dialog which opens up from selecting an option in the formatting pane. For example, in column charts, you can conditionally format column colors by selecting the fx button in the Columns card of the formatting pane. In the dialog, select “Rules” through the Format style dropdown, then base these rules on a string field and select a summarization. Before, your summarization options were only numeric – Count and Count (Distinct). Now you’ll see First and Last options as well, which will give you strings to write logic around. In the example below, we add a simple rule to check that the value of the string is Audio, and if it is, we color the column red. Then we hit OK, and the Audio columns of our visual will now be colored red! We’ve added a variety of comparator options to the conditional formatting dialog, including “is”, “starts with”, “ends with”, and more. Keep in mind that these comparisons will check your fields against your inputs for exact character matches, including case-sensitivity. As always, let us know what you think about the feature and ideas you have to improve this or any other aspects of Power BI! Smart Narrative visual summary icon Smart Narrative technology is already available within Power BI, and with this new feature we’ve added an optional icon to the visual header that triggers an on-demand summary of the visual contents. Our hope is that this is useful for Accessibility purposes. It will announce results to any assistive technology. You can enable it in the format pane for individual visuals or add it to your custom theme file for the visual types you choose. It has the same limitations as the existing Smart Narrative visual. Read more here: Smart narratives tutorial - Power BI | Microsoft Learn Formatting image width in table and matrix Image dimensions in table and matrix visuals can now be individually formatted. Prior to this release, there was only one control for image dimensions in table and matrix cells. Despite being labeled as “image height”, this setting in the formatting pane controlled both the width and height of images, causing them to take up square space regardless of their actual dimensions. This caused layout problems, especially when images were wider than they were tall, as rows then took up far more vertical space than necessary. Now that you can change image height and width separately, you can adjust your cells to give your tables or matrices a lot more room! Update your base theme in Power BI We’ve now added an easy way for you to update your current theme in Power BI Desktop! We ship many changes to visuals and reports, including new defaults for formatting settings, as a part of a new base theme so as not to disturb existing reports. These changes don’t propagate to some authors with custom themes, who may not see fixes to issues or updates to their reports without updating their base themes. In the present day, doing so involves opening up the theme gallery, switching to one of our default themes, then switching back to their custom theme, which is an unintuitive process. Now, if you are using an outdated theme, if you enter the “Customize current theme” menu from the theme dropdown in the View tab of the ribbon: You’ll find a banner at the top of your out-of-date themes encouraging you to update to the latest base theme! Click Update theme to see the changes, then hit Apply when ready. Keep in mind that this change will update all of the default behaviors that we’ve changed since your current theme was created, so any specific behavior that your visuals were reliant on may change as well. Check to make sure your report still functions the way you expect after updating your base theme. Report theme validation on custom theme import Creating custom themes can be a daunting task, especially when there are so many visuals and formatting properties you can configure. Mistakes can occur when authoring the theme JSON, property names can change with time, or any number of other issues could render the custom theme file invalid when it’s imported into Power BI. This month, we’re introducing a feature which will validate your theme file upon import to make sure we can successfully read its full contents. If Power BI finds fields it doesn’t understand, it will show you a message letting you know that the theme file is invalid, and invite you to re-import with a corrected theme file. We will also be publishing the schema Power BI uses to check your theme file in a public location, updating it automatically whenever we change it in Power BI, so that you can ensure your theme files are always current. You can find more information about how to use a JSON schema to validate your custom report themes on our GitHub page. Text box visual indentation This month, we’ve introduced new support for indentation to your text box visuals in Power BI! Now, using the increase and decrease indent buttons in the formatting popup next to the text box, you can adjust the indentation of specific lines of your text boxes. You can also use the Tab or Shift+Tab keys to accomplish the same. New accessible report themes This month, to promote authors creating accessible reports with good contrast across their colors, we’ve added some new accessible report themes to the theme dropdown in the View tab of the ribbon: You’ll find them in a new section labeled Accessible themes. Customize visible pages in the Page navigator visual You can now easily decide which report pages are visible within the Page navigator visual. If you want to exclude specific pages, all you need to do is expand the Show card in the Pages section of the formatting pane. Here you’ll see the list of pages that are not already hidden through the “Show hidden pages” or “Show tooltip pages” options. All you need to do to hide specific pages is turn the toggle for that page to Off. If you have many pages in your report that you want to hide within the Page navigator visual, it can be faster to instead just specify which ones you specifically want to show. To do this, turn the Show all by default toggle to Off in the Options card, which will immediately turn all pages within the Show card to Off. From there, you can then go in and just turn back on the specific pages you want visible. Sensitivity labels now supported in PDF export from Desktop Power BI Desktop now joins the service in supporting sensitivity labels from Microsoft Purview Information Protection for export to PDF. Now when you export to PDF from Desktop, the sensitivity label on the PBIX file (if any) is applied to the exported PDF file, thus ensuring that your sensitive data remains protected even after it has left Power BI. Sensitivity label support in Desktop for export to PDF is currently a preview feature that is on by default. For more information, see Export reports from Power BI to PDF. Enhanced row-level security editor Now you can quickly and easily define row-level security roles and filters without having to write any DAX! Select ‘Manage roles’ in the ribbon to use the new drop-down interface to create and edit security roles. If you prefer DAX or require DAX for your filter definitions, we support toggling between using the default drop-down editor and a DAX editor. All changes made in either editor interface will persist when switching interfaces when possible. However, not all row-level security filters supported in Power BI can be defined using the default editor. Limitations include expressions that can only be defined using DAX including dynamic rules such as username() or userprincipalname(). When defining a role with these limitations in the DAX editor, if you attempt to switch to the default editor you will be prompted with a warning that switching editors may result in some information being lost. To keep this information simply select ‘Cancel’ and continue only editing this role in the DAX editor. Try it today by going to Files > Options and Settings > Options > Preview features and turn on “Enhanced row-level security editor”. Analytics Quick Create SDK We’re excited to announce a new form of Power BI embedded analytics that enables you to embed an interactive data exploration and report creation experience in your applications. With this solution, you’ll be able to provide your users a similar experience to our integrations in Dynamics 365 and SharePoint. Refer to our full announcement post for more details. Modeling New DAX functions: LINEST and LINESTX This month, we are introducing two new statistical DAX functions: LINEST and LINESTX. These two functions perform linear regression, leveraging the Least Squares method, to calculate a straight line that best fits the given data and return a table describing that line. These functions are especially useful in predicting unknown values (Y) given known values (X). Both functions return a single-row table describing the line and additional statistics. The resulting table includes columns such as slopes, intercepts, standard errors, and the coefficient of determination. The equation of the fitted line can be constructed: Y = Slope1 * X1 + Slope2 * X2 + …+ Intercept. The difference between LINEST and LINESTX is that LINEST expects columns of known X and Y values to be provided, whereas LINESTX expects a table and expressions to be evaluated for each row of the table to obtain the X and Y values. For the following examples, I use the following data, which includes Sales Amount and gross national product (GNP) per capita: In the example below I use LINESTX to predict total sales based on GNP per capita: LinestX_example = VAR CountryGNP = SUMMARIZE( Sales, 'GNP_Country'[Country], 'GNP_Country'[GNP_Per_Capita], "Total Sales", SUM(Sales[Sales Amount]) ) VAR SalesPrediction = LINESTX( 'CountryGNP', [Total Sales], [GNP_Per_Capita] ) VAR Example_GNP_Per_Capita = 50000 RETURN SELECTCOLUMNS( SalesPrediction, [Slope1] ) * Example_GNP_Per_Capita + SELECTCOLUMNS( SalesPrediction, [Intercept] ) This expression not only leverages LINESTX but also leverages the result to perform a prediction for a fictious country with gross national product per capita of $50,000. The result is a predicted total sales of $17,426,123.29. Of course this is a fabricated scenario and it’s rare to have a fixed value such as the $50,000 above as part of the expression. I can do the same using LINEST assuming the required tables are all in the model, for example as calculated tables. In this example, I added the following calculated tables: CountryDetails, defined as: CountryDetails = SUMMARIZECOLUMNS( 'GNP_Country'[Country], 'GNP_Country'[GNP_Per_Capita], "Total Sales", SUM(Sales[Sales Amount])) SalesPredictionLINEST, defined as: SalesPredictionLINEST = LINEST('CountryDetails'[Total Sales], 'CountryDetails'[GNP_Per_Capita]) Now I can use following measure expression to obtain the same result as above: Linest_example = VAR Example_GNP_Per_Capita = 50000 RETURN MAX ( SalesPredictionLINEST[Slope1] ) * Example_GNP_Per_Capita + MAX ( SalesPredictionLINEST[Intercept] ) To learn more about these functions, see their documentation pages: LINEST and LINESTX. Data Connectivity Denodo (Connector Update) The Denodo connector has been updated. Below are notes from the Denodo team. Added option to the Denodo.Contents function to work around issues with relationship discovery in tables with a large amount of relationships. Digital Construction Works Insights (Connector Update) This connector’s Beta flag has been removed. Profisee (Connector Update) The Profisee connector has been updated. Below are notes from the Profisee team. Updated error handling to support changes in the 2022 R2 release. Removed the Beta flag Cosmos DB V2 (Connector update) This release contains an update to the Cosmos DB V2 connector that improves DirectQuery performance when a filter on partition key is specified. Service New ‘Get Data’ experience in the Power BI Service As called out in the December blog, we have completed the process of removing the older ‘Get Data’ page in the Power BI service in favor of the new, comparable features available within workspaces. The change removed the entry points to the old ‘Get Data’ page as shown below. From now on, you’ll be able to access comparable features within workspaces. If you want to upload a file to Power BI, such as a .pbix, .xlsx, or .rdl file to your workspace, you can use the Upload option that was released in November. This option lets you upload files from your local computer or connect to files on OneDrive or a SharePoint site. With this change, you’ll no longer be able to connect to files on personal OneDrive accounts. If instead you want to create a dataset from Excel or CSV data, you can now access that functionality through the New > Dataset option in the workspace you want to create the dataset in. We have also updated this Dataset option to take you to a new page with options to create a dataset off an Excel, CSV, or pasting in data. Once you select the file, the behavior used to generate the dataset is the same as previously used on the ‘Get Data’ page. Once the dataset is created, you’ll be taken to the dataset’s details page in the Data hub. This month we are excited to release compact view and a few improvements to favorite and linked metrics. Compact view Scorecards were built for easy readability on larger screens, but they let you view only a few metrics at a time which led to a ton of scrolling when there were a lot of metrics. To make it easier to use we have released a denser version that doubles the number of metrics that can be viewed on the screen. By tightening the scorecard, removing the spacing between metric and the padding within a metric, we have designed a condensed view of the scorecard called the compact view in addition to the list (original) view. You can switch to the compact view of the scorecard by using the view selector in the scorecard header. The compact view is responsive, adjusting smoothly to various screen sizes and supports resizing of columns. You can do all the functionality that is available in the list view of the scorecard except editing and creating a new metric. This is disabled in the edit mode of compact view and can only be done in the list view. In the next couple weeks, we will be adding two new settings in the column settings pane to customize the layout – text wrapping for metric name and horizontal scroll. Toggling on the horizontal scroll option will let you navigate left to right until you reach the final column. Whereas by setting to off, your view of this scorecard will leave off the columns that don't fit on one screen without scrolling. Linked metrics In December we shipped linked metrics, that lets you show the same metric on multiple scorecards, across multiple workspaces. We shipped a few improvements to linked metrics this month. If you now link multiple metrics at once, the parent-child relationships and the metrics’ order from the source scorecard are preserved in the destination scorecard. And you can now use the “Set For All” option to apply permissions to descendant metrics on the source scorecard, even if there are linked metrics in between the parent and descendants. Follow metric Last year we shipped Follow metric functionality to quickly access metrics you’re interested in and stay up to date on the activity on these metrics through Teams notifications. Based on customer feedback we have changed the icon of follow metric to an alert icon for better association with notifications: Paginated Reports Paginated Reports Formatted Table authoring experience In the last update, we introduced accessible navigation, move and resize as well as grand totals. This month we are introducing you to some improvements for paginated reports and additional capabilities when using formatted table. Parameter Pane for Paginated Reports Paginated reports are known for their use of parameters. Customers use parameters a lot, in fact, about 70% of all our user base uses parameters with paginated reports. We have made some accessibility improvements for better screen reader support and keyboard navigation. The date picker now has a “Go to today”, month, and year view to make it easier for date selection. We made all dropdowns list values resizable, so you can drag and resize values with longer lengths. You will also notice performance improvements for parameters with long lists. To learn more about parameters, please check out our documentation. Create a Paginated Report from a datamart Customers can now create a paginated report directly from a datamart. There are two entry points: Directly from the context menu of a datamart Or from the Data hub when you click on the datamart to open datamart details. Capacity Planning for Paginated Reports For customers interested in migrating their enterprise on-premises Business Intelligence reports to Power BI, plan your Premium capacity to get the best performance out of your paginated reports. Review our capacity document before you decide which capacity to use. There are also links to other useful resources to check out in there as well. With the announcement of support for paginated reports in Power BI Pro at the PASS Data Community Summit, we also published a migration guidance document for customers. Be sure to check out our new migration tool as well. If you want to continue the conversation and provide feedback to our team directly on ways we can continue to improve paginated reports, join our user research panel. We look forward to hearing from you! Embedded TypeScript support in the playground developer sandbox We are excited to announce that Typescript is now available in the developer sandbox in the Power BI embedded playground! Until now, only JavaScript was available in the sandbox, and we've now made it possible to code in TypeScript as well. The Power BI embedded playground is the go-to place for all things Power BI embedded, including the developer sandbox, showcases of different capabilities and sample scenarios, and resources for learning. The playground helps you experience Power BI embedded and gives you the tools you need to deliver compelling data experiences for your end users and empower them to take action based on the insights from your solutions data. The developer sandbox gives you hands-on coding experience, allowing you to embed your own reports (or use our sample report) and interact with the Power BI client APIs. This means you can see instant results without having to build your own environment. To switch to TypeScript in the sandbox, simply click on the new dropdown in the upper right corner and select your preferred language. If you are logged in and you choose to save your code in the playground, it will keep your selected language and load it the next time you visit the playground. Visualizations (third party visuals) Editor’s pick of the quarter Balance Sheet Visual by K Team Solutions Gantt Chart by MAQ Software Supermetrics Charts – Tile grid map Tachometer valQ – Collaborate Zebra BI Charts New visuals in AppSource Beeswarm Chart Cumulative by sio2Graphs DoubleYaxis swUniaxialScatterPlot swBoxPlot sw3D_StackedBarDiagram PictureThis Milestone Trend Analysis Chart by Nova Silva Based on your excellent feedback we have been able to further improve the Milestone Trend Analysis Chart. 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 updates in the Milestone Trend Analysis Chart are: Zoom slider support to allow for easy navigation through time Support for different marker icons Direct labeling: allow the user to use series labels to replace the legend Tooltip will include details of all overlapping markers AppSource eCommerce transactability: purchase and manage your licenses like any Microsoft license Dark mode support: all elements can be formatted to support a dark background The Milestone Trend Analysis Chart makes use of the familiar standard Power BI user interface. No need to learn a new interface. 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/. Multiple Sparklines New features were added to Multiple sparklines in Nov 22 update 1) Matrix format allowing you to display hierarchical data in rows 2) Multiple Axes for trend charts (sparklines, column chart, stacked column, combo chart) Download this visual from APPSOURCE For more information visit https://www.excelnaccess.com/sparklines/ or contact [email protected] Inforiver Charts 2.1 is now Microsoft Power BI certified Inforiver Charts 2.1, the fastest way to visualize, explore and tell data stories, is now Microsoft Power BI certified. The latest version 2.1 features significant feature updates, user experience (UX) enhancements, and a new developer-only pricing plan that can be directly purchased from Microsoft AppSource. This new pricing plan allows for unlimited viewers and avoids license management & administration hassles. What’s new in Inforiver Charts 2.1: New visualizations Executive Horizontal/Vertical funnel chart with secondary KPI Stacked/paired breakdown waterfall charts Slopegraph Charts with integrated KPI card headers New Use Cases Banded bar and column charts for manufacturing and production KPI reporting Create and display secondary KPIs on visuals (using ‘Others’ data field) with integrated formula engine. Create stamp-sized, micro layouts and KPI spark cards Enhanced User experience (UX) and productivity For developers: Multiple toolbar modes (full or floating), quick feature search, on-canvas element interactivity, responsiveness, font scaling & more For viewers: Increased reading mode options, contextual drilldown for exploratory analysis & more Storytelling enhancements Customizable legends, titles, KPI card headers, annotations, analytics and more Themes Choose between classic Power BI-like color themes, IBCS standards or custom themes matching your corporate branding. See Inforiver Charts demos here. accoPLANNING by Accobat Enable writeback for any Power BI model. Use Power BI for planning and forecast. With this visual you can now writeback numbers, text and dates on any existing or new Power BI model. Check out the new advanced features like leaf level shadow calculation. Enhanced copy and paste functionality and the direct purchase and maintenance of licensing through AppSource and Office 365. Key new functionalities: Shadow calculations: Enables you to avoid performance overhead on your leaf calculations like Price * Quantity. You will benefit from having the result of your calculations stored in the writeback table for use in other models or systems. Realtime calculations while you are typing. General enhancements Optimized and extended functionality for copying and pasting of data from Excel, providing you with a fast and easy way to add data to your model. Better handling of typing long comments and text with cell scrollbar and mouse over preview of text. AppSource license handling: You can now purchase license directly from the AppSource Easy and flexible license allocation to relevant users though the Office 365 Admin portal With the accoPLANNING visual, you combine the planning and reporting process in Power BI. For more information, visit our website. Appsource: https://appsource.microsoft.com/product/power-bi-visuals/WA200002600?tab=Overview Video: Youtube: https://www.youtube.com/watch?v=N0ZJtjjF_cQ Onedrive share: https://1drv.ms/v/s!AlU_JQ6gXMzlgaVWx4zj-0dTIDTDmA Drill Down Donut PRO by ZoomCharts Drill Down Donut PRO for Power BI lets users create visually appealing donut charts for easy data exploration. All interactions take place on the chart itself using just the mouse, letting users enjoy intuitive interactions that guide the eye. Fully customize the look of your chart with advanced formatting options and even choose from different chart types Main features: Adjustable “Others” slice – set the number of visible slices and group the rest. Cross-chart filtering – use the chart as a filter for the rest of the report. Multi-level drill down – drill down up to 9 levels. Full customization – customize slices, labels, and the 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, and debtors. Project management – risk distribution, resource allocation. If you would like to read more about these features, check out our helpful blog post. To get started with Drill Down Donut PRO, get it now from AppSource or learn more in our product page! And that's all for this month! Please continue sending us your feedback, and don't forget to vote for other features you would like to see in Power BI! We hope that you enjoy the update! A few quick reminders: 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. And as always, keep voting on Ideas to help us determine what to build next. We look forward to hearing from you soon!
