I have a data set that it transformed in SQL Server and then sent to Power BI. The report is built to specs of marketing people so i cannot move to excel (needs to be pretty).
Has anyone set up a procedure to automate the export of a PBI report (filtered by a specific column) and then converted to PDF? To clearify, the data set has performance metrics of say 15 locations and i need a report for each location.
Steps:
1) data is loaded in aggregate
2) filter applied by location
3) calculated fields populated (charts etc.)
4) exported to PPTX then converted to PDF (would love to automate this step)
5) Need to remove links to PBI from PDF (no quick way found yet)
6) go to PBI and set the filter to next location and repeat
Any advice would be appreciated!
How would you feel about just screen-shotting the PBI report and creating a PDF/PPTX file out of that?
You can also print direct to PDF:
Print -> Print to PDF as 'printer'
I hope I don’t break any rules for saying this but our software,PBRS, is just the answer for this. Our data-driven schedules can run the Power BI reports with one or more filters applied and export it to PDF, PowerPoint, Excel etc. The filter values can be pulled from a database list as you described.
Check it out at
https://go.christiansteven.com/power-bi-reports-scheduler-power-bi-reports-distribution-pbrs
Related
I have a question about the function "Analyse in Excel" or "Analyse in Excel" in German when a PBI (Power BI) report has been published.
I read in a flat table in PBI and create some measures in PBI. Basically, it's about account numbers and the limits. A calculation is not necessary or possible here.
If I now want to analyse the data in Excel Pivot Table, I can only display the measures as values. An analysis of account numbers and limits is not possible, as limits are not measures.
What do I have to do to be able to select original data as values?
Thank you very much for your feedback and best regards
Andi
Try adding a measure from the table you are wanting to analyze and then double clicking on the measure value. This will pop open a new sheet and drillthrough to the rows detail behind that cell. It may give you the detail you are wanting. I also believe it will give you proper data types on columns so you can do Excel analysis.
Sorry! I do not get it.
To make it clear - I stripped down a very easy example of my problem:
I'm loading a flat file with account, currency, date and balance information.
The respective Power BI looks like:
After publishing the report into the cloud I would analyse the data within Excel
However, when I try to bring the "balance" information as value in, I'm receiving the following message:
The balance is not a measure in Power BI. Any idea what I can do?
Thank you and best regards
Andi
I have been trying to find an answer to my problem but to no avail, so hoping someone is able to provide some ideas / advice on if this is possible and if so, how to go about it? I've tried various things and none have worked.
We create views within SQL and then connect to them using 'Import' from the Data Connectivity Mode when connecting to the SQL Server from within Power BI. Within the view, we use tables that contain a 'Valid From Date' and 'Valid To Date' for each row of data, so when a change occurs a row is closed off and a new row is created. This is so we can limit the rows of data within the table.
When trying to create a report within Power BI, we need to make it that the end user can use a data drop down list to select a date and the data within the whole of the report shows any rows that the selected date falls on or between the Valid From and Valid To dates. We use Cards, Tables, Matrix and Charts within our reports, so all would need to reflect the date selected by the user.
I have tried various methods that I could think to get it to work but each have had limitations where it either doesn't work or only partly works.
Any help / advice on this would be really appreciated.
Many Thanks
Jon
I am trying to find an answer if it possible to automate creating powerBI reports for each unique value in one of columns(It's like filtering on whole report for one of the values and publish report than change value to next one and repeat steps for other values)? Is there any fast way to do it? I wrote program to filtering via link and clicking mouse than save links for each person to excel but i wonder if there is more reliable and faster way to do it. I am using PowerBI premium for user.
This is typically called "Report Bursting", or "Data Driven Subscriptions", and here's a walkthrough of how to do it with Power Automate and Power BI.
Why don't you leverage RLS instead of hardcoding filters?
Is it possible to import or copy a table definition from one Power BI report to another report, within Power Bi Desktop.
So from one Power BI report copy the following to another report:
Source query which defines the table (i.e column types, data source etc.)
Any hierarchies defined within the table
Any Measures attached to the table
The contained data isn't important rather its the definition I would like to transfer.
Hopefully, this is all done without basically manually recreating each part.
I would be happy if this as simple copying a M-Query/DAX script between report and running it.
I have tried using a Power Bi templates, but this only seem to be useful as starting point in creating a report as it always creates a new report. I am looking for some way to transfer definitions between already created reports.
Until now (as far as I now) its just possible to copy everything what was done in the query designer to another report.
Go to Edit Queries click on your table on the left side, which you want to copy and go to Home > Advanced Editor. Copy the whole text.
Now in your other report add a blank query in your query designer, then go to the advanced editor and hit insert. If nothing changed (soure path, file name, etc...) you will have the same table with the applied steps as in the other report.
It's only a partial solution, but you can very easily copy/paste entire queries between reports. It doesn't get measures and DAX columns, though.
Source report -> Query Editor -> Queries pane on left -> Right click source query -> Copy
Destination report -> Query Editor -> Queries pane -> Left click -> Paste
I want to read data of report on the server,there are api calls to get list of reports(GET api.powerbi.com/v1.0/myorg/reports{reportKey}),In the same way can get data of a report in json format using restapi?
I think in a word "No". At least not from what I am reading from the API Endpoints documentation here: https://learn.microsoft.com/en-us/rest/api/power-bi/
In the end -- I think what you really want is the data behind the report, not the visualizations - Right? Power Query is an Excel based tool (from Microsoft) that retrieves data much in the same way Power BI does. I think that may be what you want.
If you really need a JSON representation of the data from there, you can do a little "VBA" work to reformat the data you pulled in via Power Query.
Hope this helps