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Callum Green's Blog

Slicer Properties in Power BI: Header or Title?

I recently shared a Power BI Report with a customer and they reported that the “Clear Selections” option (Eraser icon) was not available when they used the Slicer.  It took me a while to work out why this was.

This blog will illustrate how you can lose the “Clear Selections” functionality, depending on what Format settings are applied to a Slicer.  I will also show how to work around the formatting constraints, which will help prevent you from ever experiencing the issue.

In order to follow the examples, you will need access to Adventure Works 2014 SSAS Tabular and of course, Power BI Desktop.  Follow the appropriate links to download what you need.

Use Case

I have created a very simple report (available on request), using a Product Category Slicer and a Map to display Internet Total Units. 

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o   Format property.

o   Select All is off, ensuring multi select is allowed.

o   Header is off.

o   Title is on, used instead of Header and configured to look like the below:

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After multi-selecting the attributes in the Slicer, I tried to “Clear Selections” – which is normally available as an option like below:

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However, it does not appear in the report I created:

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The reason I cannot see the “Clear Selections” option is because I am not using a Header.  When I use this instead of Title, the Slicer contains the required feature.

Header vs Title

This made me wonder what other differences are there between Title and Header but in fact, there aren’t many.  The subtle differences to be aware are displayed and described below:

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o   Header can have an Outline, which includes the ability to underline text.

o   Header is constrained to displaying the name of the attribute (“Product Category Name”), whereas a Title can be customised (“Select Category”).  You can rename your source data attribute to get around this, however.

o   Title enables you align the text, but this is not possible with a Header.

o   Header contains the “Clear Selection” option.

Workarounds

There are couple of ways to work around the missing “Clear Selections” issue, which I will demonstrate below.


Option 1

I could simply switch from a Title to a Header, but then we would lose the ability to centre align the description.  Instead, we can set both options to ‘On’.

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After some formatting, the Slicer is pictured below.

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o   The Header text is set to White, therefore, it not visible. 

o   You can still see the “Clear Selections” option.

o   However, there is white space in between the Title and Header.  This not only wasted space, but also looks a bit strange from a visual perspective.

o   The actual sections themselves (e.g Bike) are a bit squashed and disproportionate to the Slicer border.

 

Option 2

The other workaround involves a little more work, but gives the impression that only a Title is being used, but with the added functionality of the “Clear Selections” option.  Furthermore, there is no longer the white, empty space.

 

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o   Two objects were used to produce the result:

·         Text Box

·         Slicer

o   The text box has been formatted and labelled with ‘Select Category’, using the Title property.  This allows you to change the font colour.

o   The Slicer is using the Header option, ensuring “Clear Selections” is available. Title is turned off to reduce the empty space.

 

Summary

So why are there two types of properties for Slicers and other objects like Text Boxes?  I am not entirely sure myself, but occasionally, you may want a Slicer to contain a Title with an Attribute Name as the Header underneath. This gives you a Title > Sub-Title concept (illustrated below).  I do understand why the “Clear Selections” feature is specific to the Header setting, as it directly relates to the Slicer attribute.  

There are certainly ways of solving this issue - here are just a couple of suggestions:

1.       Providing continuity across both the Header and Title format settings.  Quick fix, but not necessarily solving the ambiguity around both options.

2.       The Header setting is contained within the Title, meaning both sets of functionality are merged into one.  It would make the usability of a Slicer (especially from a development perspective) a lot better.

Whatever Microsoft decide to do in the future, I really hope they tidy up and fully define the Settings within Visuals, Slicer and Text Boxes.  Some things are confusing, especially to self-serve Business Analysts who rely on intuitive reporting tools.

Further Reading

Power BI Documentation –  http://bit.ly/2oKxy8V
Power BI Community Blog - http://bit.ly/2oU42OE
 

Contact Me

If you would like a copy of the workbook containing the examples or want to know more about any of the Power BI settings/properties not mentioned, please leave a comment below.  My Twitter details are also provided below.

Twitter:                                @CallumGAdatis

Themes in Power BI

Microsoft recently released Themes to a Preview version of Power BI.  The concept is pretty simple – imagine having standardized colours that can be applied to charts and matrix visuals? This is where Themes come in. The theory is this will ensure Power BI developers adhere to company policies and can do so quickly and efficiently. The reality is Themes are still lacking a lot of key configurables, but I will get onto that later.

Whilst this blog is not going to show you how to import or apply a Theme, it will demonstrate how to create one and what each configuration means. For a great high level walkthrough of the feature, click here. The aim is to not only show how this makes a developers life easier, but where it can actually be improved too.

JSON Configuration File

I have pasted the following code into Notepad++, which incorporates the Adatis branding and colour scheme.  For many developers, you will recognize the coding language – JSON (JavaScript Object Notation). If you would like to know more about JSON, check out Jason Lengstorf’s blog.

Use the below code as a template for your Theme:

{

  "name": "Adatis",

  "dataColors": [ "#002C5C", "#006FBA", "#81C341", "#F4AA00", "#003876", "#00448F", "#0051A9", "#007ED4","#008DED","#74B238","#8EC954","#DB9800","#FFB60F" ],

  "background": "#FFFFFF",

  "foreground": "#002C5C",

  "tableAccent": "#81C341"

}

Notice there are a number of ‘#’ within the code.  These are Hex numbers, in which Power BI natively uses to determine a shade of colour.  This is common across many reporting/image editing tools. 

Configurations Explained

I will now explain what each line of code means and how it will effect a simple un-themed report.

 

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1.       The name of the Theme.

2.       The colours that appear in a pre-set chart colour palette and the order of which a visual applies them e.g. Dark Blue first, Light Blue second, Green third, etc.

3.       Font colour for the matrix or table visual.

4.       Primary background colour for a matrix or table visual.  Even though the setting says’ ‘foreground’, it is more of a background colour!

5.       The table accent applies to a matrix or table visual, displaying as the grid outline or contrasting background colour, depending on what type matrix/table is applied.

 

Applying a Theme

I have created a quick Power BI report, which is using the default colour schemes applied.  The only formatting applied was to the Matrix visual and this was simply changing the style of the grid.  Here is how the report currently looks:

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Now let’s import and apply the ‘Adatis’ theme.  You will see some of the visuals have changed, whereas other elements of the report haven’t.  I will explain in greater detail.

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1.       The Report Title, Slicers and Titles are not affected by the Adatis theme.  This is because you cannot currently configure fonts in the JSON file.

2.       The matrix visual has updated, using the three configurations form the JSON file:

a.       background (White)

b.      foreground (Navy Blue)

c.       tableAccent (Green)

3.       The Pie and Bar chart have picked up the colours in the order they are specified in the JSON file, using the dataColors property.  However, note the colour of both data points on the Bar Chart – rather than use different colours, it uses the same primary blue colour.  Not ideal if you want to plot one colour for ‘Male’ and another for ‘Female’.

4.       The Waterfall chart hasn’t changed at all.  We would expect the Adatis colours to have been applied, but this visual seems to ignore the configuration.

We can change the Waterfall Chart manually, using the imported Adatis Colour Palette. 

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Here is how the chart now looks:

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What’s Next?

Whilst the concept of Themes is great, the current preview functionality is extremely limited and very much ‘Version 1’.  I am a little disappointed with how inconsistent the application of a theme is, which were highlighted in my points above.

With the majority of new Power BI features, Microsoft continue to improve the usability and functionality over time, so I am very hopeful more Theme properties will be opened up in the underlying JSON configuration file.  Options such as font colours/styles, consistent theme application (for all visuals) and company logos are all necessary for this to become really powerful.  There were talks of a CSS type of configuration in Power BI, but this has yet to announced or released.  Imagine how powerful and cool that would be?

As a BI Consultant, I am not currently comfortable with demoing Themes to a client, simply because of the clear gaps.  Once the feature is more mature and in GA, I think enterprise companies will really benefit from standardising reports across their business.  For now, Themes will remain a glorified colour palette.

Further Reading

o   Jason Lengstorf’s JSON Blog –  http://bit.ly/2aU1OHS

o   Power BI Report Themes BI Blog - http://bit.ly/2mPq69l

Contact Me

If you would like a copy of the workbook or have any questions about this blog, please leave a comment below.

Twitter:                                @CallumGAdatis

UK Power BI Summit 2017: What’s next for Power BI?

During the keynote at the UK Power BI Summit, Microsoft announced some new features coming into Power BI. Chris Webb also provided a session on Azure Analysis Services, hinting at what may be next and more importantly, how they may impact Power BI. 

Without further ado, I will dive straight in.

Power BI Visuals

Some exciting visuals were demoed by Will Thompson (Program Manager for Power BI). They were shown in an exclusive preview of Power BI, not available to the general public:

-          Themes

o   Finally! Companies can now easily ‘skin’ a suite of reports to use standardised logos, fonts, etc. 

o   The themes will be driven by JSON file.

o   All themes can be uploaded into PowerBI.com, using the ‘Themes Gallery’.

-          Slicer Improvements

o   A numeric, sliding scale slicer will be available as a new configuration option.

o   Currently only designed for attributes. 

o   Measure slicers are not  an immediate focus, but Microsoft are giving it thought.

-          Matrix/Table Visuals

o   Whilst they currently exist, a new visual will be added. This includes:

§  Drill down capabilities.

§  Include/Exclude – like what you see in charts currently.

§  Ability to highlight rows and columns, which also cross filters and highlights the selections on accompanying charts.

Analysis Services

All of the features discussed are for Azure Analysis Services, but I am sure they will also be made available on-prem soon after GA release:

-          Live Connect to Analysis Services

o   Add ad hoc measures within the Power BI Model.

o   It does not update your actual Analysis Services model, therefore, adding measures in Power BI need to be done so with caution.

o   Currently Tabular only, but should eventually come into Multidimensional too.

o   Available in both Azure (cloud) and on-prem.

-          Power Query/M Integration

o   This is the missing jigsaw to the Power BI/Analysis Services puzzle.

-          Table Level Security

o   Ability to implement this and row-level security together.

-          Migrating existing Power BI Models

o   This will be awesome! Imagine being able to move your complex Power BI model (which is now performing badly) into an Azure Analysis Services model?

o   At the moment, you have to create the tabular model again.

Conclusion

Whilst no official dates have been given, I hope that March’s release will include the visual features, such as themes. The ones specific to Azure Analysis Services are ideas that have come from many blogs (professional experts) and the Microsoft roadmap. 

If there is a feature that your customer needs or just something you believe should be in Power BI, the Ideas forum is a great place to submit your suggestion.

Further Reading

For up to date Microsoft announcements, I would definitely advise following the below blogs and twitter users:

-          Blogs

o   Power BI Ideas - https://ideas.powerbi.com/forums/265200-power-bi-ideas

o   Power BI Blog - https://powerbi.microsoft.com/en-us/blog/

o   Power BI Blog Announcements -  http://bit.ly/2kAv4Id

o   Chris Webb’s blog - https://blog.crossjoin.co.uk/

-          Twitter

o   Will Thompson (Power BI Program Manager) - @Will_MI77

o   Riccardo Muti (SSRS Program Manager) @RiccardoMuti

Contact Me

If you have any questions, please comment below or contact me directly on Twitter (@CallumGAdatis).

Dual KPI Custom Visual in Power BI

On February 8th, Power BI released a new custom visual called Dual KPI. The purpose of this chart is to visualise two measures over time and show their trend based on a joint timeline. The absolute values may use different scales e.g. Sales and Profit.

This blog will not only show you how to set up the new visual, but also demonstrate how changing some of the settings can enhance a report. Adam Saxton posted a YouTube video that also walks through the Dual KPI.

Pre Requisites

In order to follow my example, you will need a copy of AdventureWorksDW2014 database – found here. You will also need to download the following custom visuals:

o   Hierarchy Slicer – http://bit.ly/2kAv4Id

o   Dual KPI – http://bit.ly/2l1qCTp

NOTE:   This article assumes previous knowledge of downloading and importing Custom Visuals into Power BI Desktop. If this concept is new to you, Scott Murray’s blog gives great step by step instructions. 

Prepare Data

Open Power BI Desktop and Get Data. Point to the new AdventureWorksDW2014 database and drop down Advanced Options. Paste in the following T-SQL:

SELECT

        DPC.EnglishProductCategoryName

       ,DPS.EnglishProductSubCategoryName

       ,DP.EnglishProductName

       ,SUM([TotalProductCost]) AS [TotalProductCost]

       ,SUM([SalesAmount]) AS [SalesAmount]

       ,SUM([SalesAmount]) - SUM([TotalProductCost]) As ProfitAmount

       ,[ShipDate]

FROM [AdventureWorksDW2014].[dbo].[FactInternetSales] FI

INNER JOIN

       [dbo].[DimProduct] DP

       ON DP.ProductKey = FI.ProductKey

INNER JOIN

       [dbo].[DimProductSubcategory] DPS

       ON DPS.ProductSubcategoryKey = DP.ProductSubcategoryKey

INNER JOIN

       [dbo].[DimProductcategory] DPC

       ON DPS.ProductcategoryKey = DPC.ProductcategoryKey

WHERE ShipDate BETWEEN '2013-01-01' AND '2013-06-30'

GROUP BY

        DPC.EnglishProductCategoryName

       ,DPS.EnglishProductSubCategoryName

       ,DP.EnglishProductName

       ,[ShipDate]

When happy, click ‘OK’ to continue. The preview of the data will open.  Click Load, as we do not need to edit any data in the Query Editor.  Apply and changes and rename the query to ‘Internet Sales’ – final output below:

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Some measures and attributes need to be formatted within the ‘Modeling’ Tab.

o   ‘ShipDate’ = dd MMMM yyyy

o ProfitAmout’ = Currency

o   ‘SalesAmount’ = Currency

The final formatting step is to create a Product hierarchy, based on the three product attributes.  Navigate to the Data tab, right click on the ‘EnglishProductCategoryName’ attribute and select ‘New Hierarchy’.  Drag the attributes into the hierarchy and name it ‘Products’.  It should look like the following:

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Create Report Visual

We need to use both the Slicer and Dual KPI custom visual. To achieve this, follow the steps below:

Select the Hierarchy Slicer in the Visualizations menu and drag the ‘Products’ hierarchy on to the Fields box. The slicer will now appear in the report.

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Select the Dual KPI Slicer in the Visualizations menu and drag the following measures to the appropriate chart properties box:

a.       ‘ShipDate’ > Axis

b.      ‘SalesAmount’ > Top values

c.       ‘ProfitAmount’ > Bottom values

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The chart is now configured and each metric/visual is explained in more detail below. Only the top KPI (Sales Amount) is shown because both use the same calculations.

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1.       This is a fixed growth percentage, comparing the last (06/30/2013) vs. first (01/01/2013) data point on the graph. The metric acts as a static KPI.

2.       The Sales Amount value for the last data point on the graph. Also a static KPI.

3.       The data point currently being hovered over. This dynamically changes when you move along the axes.

4.       The Sales Amount value for the current data point being hovered over. Also dynamic.

5.       % since metric that looks at the Sales Amount for the last data point on the graph and works out the growth based on the current data point being hovered over. To use the example in the screenshot:

-          Sales Amount for 06/30/2013 = 51,596

-          Sales Amount for 05/17/2013 = 18,442

-          % since:  ((51,596 - 18,442) / 18,442) * 100 = 179.7%

Enhancing the Report

As with all custom visual in Power BI, there are lots of settings that you may never use. I have picked out some that enrich the capabilities of the Dual KPI Chart:

o   Fields

o   Warning State

§  Set alerts around data freshness and view warning messages.

o   Top/Bottom % change start date

§  For the fixed +/- % change on the chart, you can add an override start date. The dates could vary by product category and dynamically impact the % in the visual.

o   Format

o   Dual KPI Properties

§  Show abbreviated values, define multiple tooltips and show stale data warnings.

o   Dual KPI Chart Type

§  Choice of either Area or Line charts.

I have applied the Top/Bottom % change start date functionality and also formatted the chart properties. The report now looks a little more professional:

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Further Reading

o   Adam Saxton YouTube Video –  https://www.youtube.com/watch?v=821o0-eVBXo

o   Power BI Blog - http://bit.ly/2kudZ0a

Contact Me

If you would like a copy of the workbook or have any questions about this blog, please leave a comment below.

Twitter:  @CallumGAdatis

On-Premise Power BI: Part 2 – What’s next?

Part 2 of this blog series focuses on the future of Power BI On-Premise and what direction Microsoft are heading in.  This is a little tricky, as there haven’t been many formal announcements of how both SSRS and Power BI will work together from an architectural and pricing perspective.

I will be using this article as a forum to discuss both On-Premise and Cloud variations of Power BI, potential licensing and whether the new offering is actually just ‘Plugging Power BI reports into SSRS’.  The last statement is a little crude but from a business perspective, decision makers need to know what version of Power BI suits their needs.  We won’t get all of the answers right now, but it would be nice to shed some light on what appears to be a very dark room.

Cloud vs On-Premise

What does this mean for Power BI as a brand and more importantly, as a reporting tool?  The original purpose for Power BI was to offer self-service, ad hoc end user reporting.  However, as the product has matured, prospective clients have wanted it to do so much more.  “How can we incorporate Active Directory security”? “How do we share Dashboards within a specific workspace and limit permissions to it”? “But our business uses ultra-sensitive data and it MUST stay on a server in the UK…..”.  These are the types of comments/questions that get banded around a lot at the moment.

This is why Microsoft are offering both Cloud and On-Premise.  We are not yet in a position where definitive pros and cons can be laid out for each option, but this will soon be possible when Microsoft reveal their ultimate strategy.  There are still a lot on unanswered questions, especially around licensing.  A sensible assumption is that Power BI On-Premise will be covered under the typical Enterprise Edition version of SQL Server.  However, will there be an add-on fee for Power BI or will the general license costs go up?  What impact will this have on the Cloud costs?  There are some complicated pricing models for Office 365 users and the simpler £9.99 a month for a standalone Power BI Pro license.  Will the same pricing strategy exist or will On-Premise force Microsoft into a rethink?  I tend to stay away from speculation in my blogs and stick to facts, but I genuinely am interested to see how Microsoft market the variations of Power BI.

Coming Soon

After looking through various blogs and forums (links provided below), the following features/functionality will soon be available before Power BI On-Premise goes to GA.

  • Short-Term
    • Custom visuals
    • Additional data connectors (besides Analysis Services), cached data, and scheduled data refresh
    • Power BI mobile apps (viewing Power BI reports stored in SSRS)
  • Longer-Term
    • R Visuals
    • Support for integrating previous versions of SQL Server Databases (2008 +)  and Analysis Services (2012 SP1 +) with SSRS 2016
    • Support for all data connectors currently enabled for Power BI Cloud

Microsoft have also listed some Power BI cloud features that are not planned for the On-Premise version:

  • Dashboards – The concept of pinning a report and sharing it on an ad hoc basis
  • Q&A (Natural query language)
  • Quick Insights

Another pertinent question is “When will Power BI On-Premise actually be available in the real world?”.  Microsoft are targeting a production ready release for mid-2017, although nothing is official yet.  One thing is certain – it won’t be coming in a Service Pack or Cumulative Update.  Another big thing to consider is migrating from SSRS 2016 to SSRS with Power BI Reports, which Microsoft are promising will be easy.

Conclusion

At this stage, it is difficult to give any concrete information on where Power BI On-Premise is heading.  All we know is that Power BI and SSRS will be working together a lot more closely and the majority of functionality will be available in both. 

The concept of having Power BI reports shared and deployed to physical, on premise servers will accommodate companies worried about moving their data to the cloud.  As Power BI continues to increase in popularity, the overall security and infrastructure model will be scrutinized.  Cloud storage is often falsely labelled as a security risk, which is where the common corporate misconceptions are born.  It will be hard to change this train of thought, which is where the On-Premise Power BI offering will come in handy. Even more appealing is the natural integration with SharePoint and SRRS, enabling companies to use hybrid approaches, as well as not need to migrate old SSRS reports into Power BI.  Everything is managed in one location, thus reducing security risks and costs. 

Now we all sit tight and wait for Microsoft’s next big announcement.  If anyone has more information around Power BI On-Premise, please comment below.  

Further Reading

o   Power BI Reports in SSRS Release Notes - https://msdn.microsoft.com/en-us/library/4c2f20d7-a9f9-47e3-8dc3-c544a14457e0.aspx?f=255&MSPPError=-2147217396

o   October 2016 Technical Preview Blog – https://blogs.msdn.microsoft.com/sqlrsteamblog/2016/10/25/announcing-a-technical-preview-of-power-bi-reports-in-sql-server-reporting-services/

o   December 2016 Feedback Review Blog – https://blogs.msdn.microsoft.com/sqlrsteamblog/2016/12/16/power-bi-reports-in-sql-server-reporting-services-feedback-on-the-technical-preview/

o   January 2017 Technical Preview Blog – https://blogs.msdn.microsoft.com/sqlrsteamblog/2017/01/17/power-bi-reports-in-sql-server-reporting-services-january-2017-technical-preview-now-available/

On-Premise Power BI: Part 1 - Technical Preview

Back in October 2016 at SQL Pass, Seattle, Microsoft announced that Power BI was going on premise.  Along with the big fanfare, there was also a Technical Preview released – in which a user could download a pre-built VM from Azure Marketplace and get a first look of how SSRS and Power BI could work together. 

Roll on a few months (January 17th 2017 – to be precise) and the new Technical Preview is available.  This time, you can actually download a standalone copy of Power BI Desktop (for SSRS) and a slimmed down SQL Server Reporting Services 2016 configuration tool.  If you follow the official Microsoft blog, getting set up is really easy.  Just a heads up – there are still lots of limitations with this preview, which can be found at the bottom of the January blog.

The blog will be broken into two parts – with Part 1 focusing on my experiences with the January Technical Preview of SSRS and Power BI.

Technical Preview Feedback

Setting up a local SSRS Server (on my own machine) and deploying a Power BI Report was really easy, which is good feedback in its own right.  Annoyingly, only Analysis Services connections are currently supported within the preview Power BI Desktop application and all of my workbooks use online services or SQL Server databases!  This meant I had to download a tabular model for Adventure Works and create a quick test report using the dataset.  Not a major problem, but an inconvenience nonetheless.

All of my other observations are based around differences between the regular SSRS service and this new offering.  In essence, not much has changed – which can only help a user’s experience.  Here are the things to be aware of:

SSRS Configuration Tool

There are two new options – ‘Scale-out Deployment’ and ‘Power BI Integration’.  The latter is the one we care about.  In effect, you need to tie SSRS version of Power BI Desktop (which is available through the Technical Preview install) to the SSRS Configuration.

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Power BI Desktop

The application looks pretty much the same, with the only differences highlighted below.  The most important bit is saving the report to the SSRS Server.  I thought it would have been under the ‘Publish’ option, but Microsoft opted to put it in ‘Save As’.  The application itself is called ‘Power Bi Desktop (SQL Server Reporting Services)’ and I imagine it will stay this way, in order to differentiate between On-Premise and Cloud versions.

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The final step is to define the SSRS Server.  A grid appears and you can either choose an old URL or define a new one.  As long as you are connected to an Analysis Services model and type in the correct server name, then the report will successfully deploy.

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SSRS Report Server

I deployed a test Power BI Report to the local SSRS Server and there are a few specific options now.  By clicking the ellipses, you can open the report as normal, Edit directly in Power BI Desktop or even download the pbix file.  Notice the ‘Power BI’ icon on the tile of the report, which also helps with distinguish the type of reports in the SSRS portal.
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Conclusion

My first impressions of Power BI On-Premise are good.  Whilst there are still some clear gaps and limitations, the fact that Microsoft are looking at bring SSRS and Power BI together must be a good thing.  They recognize the need to bring Mobile, standard On-Premise and ‘director pleasing’ reports together in a one stop shop.

I am certainly excited about the next Technical Preview for Power BI On-Premise.  Not only should it contain more data connectors and features, Microsoft should reveal more about the long term visions.  Look out for my next blog where I will discuss licensing implications, architecture and some of the common Power BI questions I get from prospective clients.  

Further Reading

o   Power BI Reports in SSRS Release Notes - https://msdn.microsoft.com/en-us/library/4c2f20d7-a9f9-47e3-8dc3-c544a14457e0.aspx?f=255&MSPPError=-2147217396

o   October 2016 Technical Preview Blog - https://blogs.msdn.microsoft.com/sqlrsteamblog/2016/10/25/announcing-a-technical-preview-of-power-bi-reports-in-sql-server-reporting-services/

o   December 2016 Feedback Review Blog - https://blogs.msdn.microsoft.com/sqlrsteamblog/2016/12/16/power-bi-reports-in-sql-server-reporting-services-feedback-on-the-technical-preview/

o   January 2017 Technical Preview Blog - https://blogs.msdn.microsoft.com/sqlrsteamblog/2017/01/17/power-bi-reports-in-sql-server-reporting-services-january-2017-technical-preview-now-available/