Did you know you can adjust the page size of your reports in Power BI? Each tab/page of your report can be a unique size specified by you down to the pixel. This comes in handy for creating “widget-like” visuals for embedding or for creating reports for print and optimal display on various screen sizes.
Your options are:
- 16:9 (default)
- Custom (in pixels)
The following is a DAX formula you can use to create a calculated column that shows “next year’s” value in “this year’s” row. You can easily adapt this to show “yesterday’s” amount or “tomorrow’s” total as well. It can be modified for days, weeks, months, etc. as long as the time measure is able to be sorted sequentially.
Power BI Report Server (as of the time of this post) doesn’t allow preview features, therefore doesn’t allow custom themes (easily). But with a little work, anyone can easily “install” a custom theme for their report in PBIRS in just a few steps.
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:
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.
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:
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.
Even if your SharePoint site’s regional settings are correct (or whichever data source you’re pulling from), Power BI could convert it to the wrong time zone upon import. It’s a quick fix, luckily. Instead of using your “modified,” “created” or other date field in your report, we’ll create a new calculated column in Power BI to use with an accurate time zone.
Note: This, like many O365 things, is rapidly evolving. If you’re aware of better practices or new updates to licensing, feel free to mention it in comments.
I’m currently at SharePoint Fest Seattle where Chris McNulty, Sr. Product Manager for Office 365 and SharePoint at Microsoft, mentioned (as I understand) there could be changes coming to licensing that would allow more people to consume Power BI reports in a friendlier (more affordable) licensing structure. This would be amazing because currently:
I can create reports. People can’t view data in those reports in a secure way because the entire organization isn’t licensed for Power BI per person above the “free” license.
Specifically I, with a Power BI Pro license, can create reports and place those in SharePoint’s new page experience Power BI web parts (in Preview) but other people (with free or without Pro licenses) cannot view them. They see the following:
Of course, to me as the creator and properly-licensed individual, I see the report perfectly embedded as it should be. And not every organization can afford to license every single user appropriately to be able to simply view embedded reports. Especially if consuming reports (not sharing or building) is the only function they need in the Power BI realm.
In this post, I’ll cover:
- How to embed Power BI reports the normal, easy (but license-exclusive) way
- Why the webpart (normal, easy way) is cooler than embedding a script
- How to embed the report in a (less secure) way so that non-licensed or free-license individuals can actually view and manipulate the data
One of my favorite features of Power BI is the ability to have published reports automatically refresh data on a schedule. This is great for “setting and forgetting” your reports, knowing wherever you publish them they will be showing the most recent data for your clients. I feel like it used to be depending on your license, you could be limited to how frequently you can refresh (max of once per day), but you can refresh nonetheless. And this may have changed, as I couldn’t find (in my brief search) any confirming statement.
Let’s set up that scheduled refresh!