Automate power BI processes - powerbi

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

Related

Transform Data Option In PowerBI

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.

Power BI as a tool for Excel report preparation?

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.

is it possible to create this dashboard in power BI?

I am just starting out with Power BI. So far it has been easy to learn. My goal is to create a dashboard like this:
https://dc-js.github.io/dc.js/
I am just wondering if someone knows an interactive power bi sample like this. Is it even possible to create such reports in power BI?
Thanks.
Yes, it is possible to create dashboards like this. See for example Power BI Embedded Playground or Microsoft Sales & Returns report (download or view in browser):

Conversational Analytics using Power BI & Cortana

We want to develop Cortana skills such that when asked a question it queries the dataset in Power BI and returns an answer in speech. For example, the user asks Cortana, "Which customer had the highest default rate last week?" Cortana queries the dataset in Power BI and answers, "John Doe". How can we use Cortana skills and Power BI to build a solution which satisfies this requirement? or any ideas maybe using Azure Bot Services, Application insights... with Cortana?
Thanks
This would be a cool example! And it is definitely do-able. There is no current example
on bot service samples.
There are a couple ways you could approach it. You could use Power BI app deep links, where the Cortana skill maps speech to a known dashboard or report, or you could build a model that ties right in to Power BI data.
For the latter, you'd need to create a bot and add the Cortana channel. Inside your bot, you'd need to get an access token and pass it off to Power BI's REST API to get whatever you need. I believe you could use Cortana's Connected Services to do this. Check out connected services, how Graph oauth works and getting access tokens. Then check out using Power BI for develoers to see what API to use (get dashboard, report, dataset, etc.) You'd rip whatever result you're looking for and add it as the speak property on the message you send back to the user.
For the former, you wouldn't get a speech result, but you could drill down into the report. Check out Power BI apps's deep linking capability and how to deep link from Cortana.

Download entire dataset from a .pbix file

I have no luck finding answers online, so I resorted to posting the question here. I just want to know if there is a way to export an entire dataset to Excel from a .pbix report in Power BI Desktop? The .pbix report is a dashboard that contains multiple tabs.
I am doing the same report but through Excel. Another group is tasked to use Power BI to come up with the same report, but the results differ. I wanted to be able to extract the dataset from Power BI for me to run a comparison and know where the discrepancy lies. This other group cannot provide me the raw data for professional reasons.
For a report published to Power BI online, you can choose the Analyze in Excel option.
I'm not sure if that can be done directly from the desktop app without publishing or not.