Being a beginner in PowerBI, I am trying to import dataset on online portal of PowerBI(aap.powerbi.com). When I upload the data, I am not able to see the option to transform or manipulate data. What is the way I can access this without using power BI desktop
The PowerQuery or the Trasnform Data option is only available in PowerBI cloud. Even if you want to create measures or new columns you'll have to do it on the desktop, there's no way around this unfortunately currently. If it is possible in the future, let me know here!
Its better to use power bi desktop to data manipulation and preparation part.
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I have a power BI dataset that takes its data from a software made by the IT team in my organization.
I was wondering if it was possible for me to "freeze" all the data in the PBI dataset (like, taking a picture of the data for exemple today) and use this dataset for further analysis (I have another power BI file linked to that Power BI dataset). I know the data won't refresh, but it's not important for what I need to do, as I only need to have the past info.
The reason why I need to know if that's possible is that I'm going oversea for one month and won't have access to the original dataset. Downloading all the data into one excel is impossible as it is way to big.
thanks
It sounds like you're after some sort of snapshotting functionality
If you just wanted to keep the file as is, then you can download the pbix and just not refresh it provided its in import mode.
However one approach you could take if you want to continue doing development without worrying about accidentally refreshing is to use a power bi dataflow
You could copy your power query queries to a dataflow. Refresh them all as at today. Then don't refresh the dataflow anymore
You can then point your power bi dataset to your dataflow
https://learn.microsoft.com/en-us/power-bi/transform-model/dataflows/dataflows-create
That way if you wanted to do further transformation of data, you wouldnt be getting new data from the data source (so long as you dont refresh the dataflow)
I'm working on a Power BI project that:
1/Takes data from Google Sheets
2/Makes some modifications with power Query (or any other program)
3/Create the rapport
4/send it to the client
what i want to do is to automate these 4 steps.
the data's structure is the same, the content and the title of the columns are different from google sheets to other (depend on the client).
I'm new with BI and pretty inexperienced with Power BI so apologies if there is a simple answer to this question or if i didn't explain it as well as possible.
I need your help please.
Unfortunately power bi has no built in connections for google sheets.
give this article a try How to connect google sheet with power bi?
If that doesn't work you can try getting connector or API etc... you Can also explore using VBA (selenium) or some form of web automation to get it done.
some other workaround you can try is using smart sheet or Microsoft Excel
I want to know if I can use Power BI to create reports in Excel? I want a well formatted report we present before clients.
Clients provide us data in SQL. I use statistical analysis tools. The analysed numbers are in SQL again. I have Power BI on my laptop. I want to know if I can build any process where I can create excel reports from the SQL server numbers?
I do use PBI for creating charts and graphs which I later manually paste in excel reports. But have no idea if complete report making is possible.
Can anyone elaborate??
Thanks!!
Power BI is (mostly) the combination of two Excel plugins, Power Query (Get data from Excel 2016 onwards) and Power Pivot. The visual/report layer is an advanced version of Power View in Excel.
You have two options. First you can use Excel to have the Power BI experience in getting and connecting the data together. For this method you will use the Power Query (M) and Power Pivot (DAX) parts, these are the same as getting data and using the relationship designer in Power BI. If you are currently copying and pasting visuals from Power BI into Excel, then this method would be the best way. You may want to create your visuals in Excel, and format them to a Power BI look and feel.
The second option is to create the dataset in Power BI, getting and transforming the data, then publishing it to the service. You can then use 'Analyze in Excel' to connect Excel to the dataset and surface the data in Excel.
I would recommend not copy and pasting visuals from Power BI to Excel as you lose the benefits of Power BI's interactivity, just use the normal charts, slicers and other tools in Excel. By using the first option, you are keeping the workflow in one application without any convoluted steps back and forth, and anything you learn and use in Power Query and Power Pivot you can use in Power BI.
I'm new to Data visualization and currently I'm migrating couple of dashboards from tableau to powerBi.
Both tableau and powerBi imports data from sql server.
Which is the best way to create an efficient data model in powerBi while taking into consideration of views from tableau?
The best way to create a data model in Power BI is to create a Star Schema. If you are not familiar with a Star Schema do some research on the web. It will be something that it is well worth your while to learn.
You may end up having to use Power Query to deal with tables from both sources that hold similar data.
A client of mine is asking me to export the data from a table or matrix visualization to an excel file for custom reports.
I checked out an excel plugin but couldnt make it work.
Can this be made? Is it one of the premium features only?
Yes it can be done. You can do it like this from Power Bi.
Another approach is if he has an account to power bi that has access to the report he can use an excel plugin to connect to the tabular model.
https://learn.microsoft.com/en-us/power-bi/publisher-for-excel