Newbie here. How do I limit the amount of data imported to Power BI? For example, I have a total row count of 1,156,135, but i only want to load the last 90 days is there an easy way of doing this?
With Power BI, you can edit the query to pre-filter the data.
On the ribbon, click Transform Data to open the Power Query Editor. The Power Query Editor will show you a sample of the data (not all of it). Then either you can set up your filters and Power BI will build the query for you, or you can use the Advanced Editor to write/edit your own query.
Click "Close & Apply" to close the Power Query Editor and load the data.
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I need help in below PBI Requirement--
currently, we are using data from one static excel file in Power BI and whenever new changes are require, we edit the excel and save it into update file.
User's requirement is to have a form in power bi in which user can enter the data and it should get updated in the excel and loaded into the power BI.
Please let me know if any one have done this.
Manual I did but Dynamic it is not getting written some M-code and all
Connect your PowerBI dataset having excel data to power Apps(PowerApps visual),powerapps automatically creates a user editable form with available columns or you can create a form according to your requirement which you can access from power bi through powerapps visual.
I have created a dataset in Power BI web, and then imported it on Power BI desktop (using File -> Get data -> Power BI datasets).
I don't see a way of adding Calculated Columns. Does the dataset need some special configuration to enable this?
Based on my experience you won't be able to see the columns because it using direct query. you can still add some columns and measure but your'e basically flying blind. you can just select the table in the report(visual view) and add column however you'll have to play the guessing game. But if you know your dataset you should be fine.
However a Dataflow wouldn't give the issue you're having.
I have been requested to add another column in a dataflow in Power BI and have done so and refreshed the dataset which uses the dataflow. The field is not appearing in the list of fields in Power BI for some reason. I have tried downloading the dataset on my desktop and cleared the cache and did not work. I opened Power Query (Transform data) and the column exists. I've tried to refresh preview and Close and Load but still not showing. I have 3 columns in that table in Power Query but only 2 are shown in the list of Fileds in Power BI.
Please can you help?
Power BI Filed List
Power Query
I was able to sort this out by right clicking the table and selecting Refresh data
check whether the data source path is correct or not in PBI desktop [path is from your local machine or not]
P.S: If this answer helps, please take a moment to check the tick mark and upvote this answer.
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 am Using PowerBI Desktop Direct Query on SQL database
When the data is loaded into PowerBI Desktop I can see that there are certain fields missing from the table. When I view in SQL Server Manager Studio I can see the entire table.
Is there a known reason why all fields in the table would not be returned?
Check in the Query Editor window (hit Edit Queries) - steps can be added to any Query to remove columns, or specify a selected set of columns.
It could also be that the columns were added to the SQL table after the Power BI Query was built. For that scenario you just need to use Refresh Preview in the Query Editor window and they will flow through to the Power BI table.