Embedding Power BI Report Server (PBIRS) reports in SharePoint

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If you’re on-premises and looking to embed a Power BI Report Server report in SharePoint, you’ll find it’s not as easy as O365 embeds. But it’s certainly possible; here’s how:

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How to create a powerful date table or DateKey in Power BI

DateKeys are essential for relative time measures. In “manage relationships” you tie the ‘DateKey'[Date] to a date field in each of your data sources. Giles Walker shared an excellent solution for a robust DateKey that includes measurements and calculations you’re sure to find useful. Here’s that same solution I’ve modified and expanded to be as useful as possible.

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View and share Power BI Report Server (PBIRS) reports full screen

The O365 Power BI Service has an easy “expand” icon on reports to make them full screen whereas Power BI Report Server (PBIRS) lacks that feature. We can still view reports full screen, however, using this simple trick in the URL:

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Use Power BI to create a dynamic/live meeting room schedule

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I recently set out to create a “live” conference room schedule that could be presented constantly on an auto-refreshed screen outside conference rooms. This would replace printed schedules placed in holders outside the rooms. The following example uses a SharePoint calendar as the conference room calendar and can be refreshed constantly using Power BI’s scheduled refresh in O365 or Report Server.

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Intro to conditional formatting & rules/validation when customizing SharePoint new item forms with PowerApps in Office 365

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This post will introduce you to some basic conditional formatting, rules & validation ideas you can implement today in your customized SharePoint forms using PowerApps. And don’t worry – if you start making changes to your form and don’t want to keep them, you can easily switch back to the original SharePoint form.

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Speaking at SharePoint Saturday St. Louis on January 20

Happy new year! My first speaking engagement of the year is coming up January 20th at SPS St. Louis. If you’re nearby, be sure to register (it’s free!) and check it out on Saturday, Jan 20. Here are the three sessions at which you’ll find me:

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Reverting to default SharePoint new item form instead of PowerApps custom form

Maybe you’ve made a PowerApps customized form but want to switch back to the original SharePoint new item form. Here’s how:

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Career change from SharePoint Business Analyst in education to SharePoint Systems Engineer in healthcare

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Watson Library | Image credit: Joel Cooper, KU Libraries

I’ve been fortunate these past 2.5 years to work with some incredible colleagues at University of Kansas Libraries. I worked as SharePoint Business Analyst for the libraries (150 staff in 7 branches including an Annex), working to identify solutions using Office 365 to improve communication, collaboration and business processes. I worked to drive adoption and awareness of Office 365 apps and loved everything I was fortunate to be able to do in my time there.

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Use Microsoft Flow to create a “today” column for use in SharePoint list calculations

Note: I previously shared how to do this in SharePoint Designer. The following method utilizing Flow is better, and does not use loops/pauses.

It’s well-known that SharePoint calculated columns don’t permit [Today] to be used as a formula for a calculated date column. And the “default to today’s date” setting only works upon creation, and doesn’t update daily. But we can create a standard date column and have Microsoft Flow automatically update it daily for us, therefore allowing us to effortlessly perform calculations against today’s date such as:

  • Age =(TodayDate-Birthday)/365
  • Years of Service =(TodayDate-StartDate)/365
  • Days Past Due =(TodayDate-DueDate)
  • Weeks until summer break =(SummerStart-TodayDate)/7

Here’s how to create your own, always accurate/updated, today column (see bottom of post for video):

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Generate and send reports, files or lists regularly with Microsoft Flow’s “recurrence” trigger

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Automatically create and send reports, files and lists on a regular schedule using Microsoft Flow’s recurrence trigger. Whether hourly, daily, weekly or monthly you can deliver the most current and relevant data from SharePoint or OneDrive to interested parties via email without lifting a finger. Combine this with calculated columns in SharePoint and conditions for some awesome possibilities:

Alerts Calendar Relevance Routine
Report costs or expenditures above a certain amount Current month’s birthdays and/or workiversaries to your secretary Send expenses per department or individual to that department or individual Budget and salary or payroll figures weekly
Notify when an open ticket is idle for a week or incomplete Upcoming events per location Share evaluation status with supervisors for just their employees Recently closed deals and contracts
Survey responses or reviews under 3 stars Upcoming deadlines per department Client info and updates to proper salespeople based on location or product Distribute new hires’ contact/location info to the organization in weekly batches

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