Welcome Power BI User Group PUG San Francisco

Welcome! Power BI User Group (PUG) San Francisco

Visualizing Efficiency in Power BI Angel Abundez VP Solutions Architecture, Design. Mind

Welcome to Visualizing Efficiency in Power BI angel@designmind. com Design. Mind. com/blog Angel Abundez VP Solutions Architecture @angelstreamline

Session Objective • Learn how to tell data stories… • Through a combination of Dashboards and Reports • Invite users to explore • Extend Power BI with R-visuals • Curate an environment with Power BI Embedded

Session Agenda • Dashboards and Reports work together • Stay Accountable with Targets / Reference Lines • Learn what’s possible with R • See what’s possible with Power BI Embedded

Dashboard content is pinned from Reports https: //powerbi. microsoft. com/en-us/documentation/powerbi-service-pin-a-tile-to-a-dashboard-from-a-report/

Things to Know before getting started with Dashboards • Dashboard Tile is a saved visual with the fields and filters applied at the time of pinning. • If base visual is changed, you must replace with new pin • If base visual’s field’s are changed, you must replace with new pin • If base visual needs different filters applied, you must replace with new pin • Mobile View experience is superior to Report Mobile View

Dashboards Do’s and Don’ts • Do • Align common elements from left to right • Rename Titles and Subtitles to tell your story • Apply Custom Links to your tiles to simulate drill-through functionality • Use URL Parameters: https: //powerbi. microsoft. com/en-us/blog/filter-a-report-with-aurl-query-string-parameter/ • Pay attention to Mobile View • Do Not • Leave default names • Rely solely on Reports

Reports Do’s and Don’ts • Do • Add Tables and Matrices for more detail information • If a report page can stand well enough on its own, pin the whole page to the Dashboard. • Format Titles consistently • Make suggestions on how users can explore • Do Not • Duplicate report pages. Pin tiles on the Dashboard instead.

Visual Targets • You can add targets in the following ways: 1. Combo Chart 2. Bullet Chart 1. https: //okviz. com/bullet-chart/ 3. Gauges

Dynamic Reference lines • Learn about their limitations: https: //powerbi. microsoft. com/enus/documentation/powerbi-desktopanalytics-pane/#limitations • Where’s my trend line? http: //www. sqlservercentral. com/blogs/ko en-verbeeck/2017/06/13/wheres-the-trend -line-in-power-bi-desktop/ • Forecast Line error: http: //www. erikhudzik. com/2017/01/16/p ower-bi-forecasting-feature-and-when-your -data-is-too-irregular-to-forecast/

Before you begin, Install R • https: //www. r-project. org/ • Install RStudio • https: //www. rstudio. com/products/rstudio/

Create your first R-Visual • Use sample R dataset volcano persp(volcano, expand=0. 2)

Power BI Embedded • Eliminate “swivel-chair” integration of application and reporting • Develop compelling, interactive visuals quicker than coding visual control libraries in an app • Embed Power BI reports within IFRAME HTML tags; open reports with correct context for your users, as well as change that context after report is loaded • Dynamic bi-directional communication of Power BI reports from your application using Power BI Java. Script API • • • Get/set report filters Dynamically embed Power BI reports in code Swap datasets Navigate report pages Capture report click-events Respond to user selecting data

Contextual Analysis Power BI Embedded Power BI Java. Script Application Logic • Power BI Embedded Subscription to Microsoft Azure is required for you to publish Power BI reports to your application. • Power BI Java. Script API Provides rich interactions between application and reports to show the right data at the right time. Available at: https: //microsoft. github. io/Power. BI-Java. Script • Application Logic This is where the tie-ins between application and report take place.

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