I'm interested in Microsoft PowerBI and I want to export a dataset to PDF, doc(x) or HTML using a template. I don't want to create graphs or dashboards, I just want to display the data in a visually appealing way. I would like to be able to edit the template and possibly style it using css or some kind of template editor.
Is this possible using PowerBI?
You can use Excel instead of Power BI. You can copy the Power Query code verbatim, so you will get the same data that the Power BI data model has.
In Excel, you can create pivot tables from the output or just style the output from the query as desired.
Then you can refresh the query and save the result as a PDF. This can be automated with VBA.
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 am new to PowerBI and have one report, which I would like to work similarly to the SSRS. When the value of the slicer changes, I would like to re-pull data from my data source for further analysis. Is this possible?
Yes. It is called DirectQuery. Here is a list of data sources, which supports DirectQuery mode.
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
I have imported an Excel file to Power BI service from my OneDrive for Business.
The file contains a simple Excel table and one of the fields is a date.
Now, in Power BI service, I get that field displayed as a whole number which isn't very useful to read in a report.
How do I change the field to display as date?
Thanks!
We can use FORMAT() method to format date value, Use below mentioned formula
Syntax: Column = FORMAT(Table[column],"MM/DD/YYYY")
Column = FORMAT(DailyActiveUsers[startDate],"MM/DD/YYYY")
Before my data:
After my data:
This usually works by default for true Excel dates. Anyway, just open the Edit Queries window and navigate to your table. In the column header for your Date, change the Data type to Date. Close & Apply to see the result in your report.
Test driving MS Power BI Designer. In the Tabular visualization I can't find way to maintain data source order. I have a specific order I want a text field to be in. It is sorted that way in query but report only allows asc/desc order. Don't want to put 01,02,03 in text field. Also don't want to include "order" field in the visualization. (That would work if I could "hide" field though). Any ideas?
This is a capability that is on the roadmap. If you use Excel, you can see the 'sort by' option in Power Pivot. The same capability will come to Power BI Designer, but it's not there yet.
Appreciate your using Power BI,
-Lukasz
http://dev.powerbi.com
http://blogs.msdn.com/powerbidev
Make a feature request: https://support.powerbi.com/forums/265200-power-bi
Sign up for Power BI: http://www.powerbi.com
There's a way to do this in Power BI Desktop. Check this video at about 10:50.
https://youtu.be/d2bZpNZ6uIA?t=10m50s
You'll need to create another column of number values to tell it what order to sort the text values in. You can do that with "Enter Data" if it doesn't already exist.