![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-265.png?resize=615%2C795&ssl=1\")
Workspace Creation<\/figcaption><\/figure><\/li> ![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-266.png?resize=640%2C338&ssl=1\")
Created Workspace<\/figcaption><\/figure><\/li><\/ul><\/a><\/a><\/a> <\/div><\/div><\/div>\n\n\n\nOpen Power BI Desktop<\/a> to start creating reports, First we need to connect the data. In this case we are using dataverse as datasource.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-267.png?resize=640%2C303&ssl=1\")
Power BI Desktop<\/figcaption><\/figure><\/li> ![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-268.png?resize=640%2C301&ssl=1\")
Connect Data<\/figcaption><\/figure><\/li> ![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-269.png?resize=640%2C299&ssl=1\")
Dataverse as Datasource<\/figcaption><\/figure><\/li><\/ul><\/a><\/a><\/a> <\/div><\/div><\/div>\n\n\n\nThere will be two modes to play with the data<\/p>\n\n\n\n
- Import – All the data will be loaded to Power BI. But there will be limitations on the report refresh and dataset size.<\/li>
- DirectQuery – Live connection with the database. But there are very limited options to transform the data.<\/li><\/ol>\n\n\n\n
The environment domain for the database will be available in the admin center<\/a> of PowerApps, Select the environment, copy and paste it into the environment domain.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-270.png?resize=640%2C361&ssl=1\")
Connectivity Mode<\/figcaption><\/figure><\/li> ![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-271.png?resize=640%2C283&ssl=1\")
Environment URL<\/figcaption><\/figure><\/li><\/ul><\/a><\/a><\/a> <\/div><\/div><\/div>\n\n\n\nLet’s start with import mode, Select your table from the environment and click Load. When the table is loaded, along with the report, a dataset will be created to handle the data.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-272-1024x696.png?resize=640%2C435&ssl=1\")
Table Data<\/figcaption><\/figure>\n\n\n\n Transform Data is used to manipulate the data before it is passed into the report. For Eg: converting the values or getting data from two tables to merge it as one table. In this example, we changed the type from text to number.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-273.png?resize=640%2C196&ssl=1\")
Data Transform<\/figcaption><\/figure><\/li> ![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-274.png?resize=640%2C169&ssl=1\")
Changing Type<\/figcaption><\/figure><\/li><\/ul><\/a><\/a><\/a> <\/div><\/div><\/div>\n\n\n\nAdvanced Editor option shows the actual code behind the configuration, we can directly apply steps directly and it will be useful to change the environment while doing the environment migration.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-275-1024x592.png?resize=640%2C370&ssl=1\")
Power BI Advanced Editor<\/figcaption><\/figure><\/div>\n\n\n\n Select a chart (we used bar chart for this example) from the right-hand side and map the X,Y axis. Based on the type of chart primary and secondary values can be passed. Chart customization can be done in the paint bar where the font size, color, title can be customized.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-276-1024x433.png?resize=640%2C271&ssl=1\")
<\/figure><\/li>![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-277-1024x395.png?resize=640%2C247&ssl=1\")
<\/figure><\/li><\/ul><\/a><\/a><\/a><\/div><\/div><\/div>\n\n\n\nThere are multiple options available to customize the values like we can show the sum, count, average of the selected axis. In this instance, we used count and sum and the Y-axis will change according to it.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-278-1024x461.png?resize=640%2C288&ssl=1\")
<\/figure><\/li>![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-279-1024x468.png?resize=640%2C293&ssl=1\")
<\/figure><\/li>![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-280-1024x460.png?resize=640%2C288&ssl=1\")
<\/figure><\/li><\/ul><\/a><\/a><\/a><\/div><\/div><\/div>\n\n\n\nNext, publish the chart in your workspace. Once published it will be available on the Power BI web.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-281-1024x681.png?resize=640%2C426&ssl=1\")
Publish to Workspace<\/figcaption><\/figure><\/div>\n\n\n\n Follow the same steps to create a “Direct Query” report.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-282-1024x565.png?resize=640%2C353&ssl=1\")
Direct Query<\/figcaption><\/figure><\/div>\n\n\n\n As already said certain operations will not work for “Direct Query” mode in Transform data. It will show a message to convert the dataset to import mode.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-283-1024x452.png?resize=640%2C283&ssl=1\")
<\/figure><\/li>![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-284-1024x309.png?resize=640%2C193&ssl=1\")
<\/figure><\/li>![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-285-1024x391.png?resize=640%2C244&ssl=1\")
<\/figure><\/li>![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-286-1024x426.png?resize=640%2C266&ssl=1\")
<\/figure><\/li><\/ul><\/a><\/a><\/a><\/div><\/div><\/div>\n\n\n\nBased on our experience, “Direct Query” will be suited to dynamic applications where data volume is more and needs a constant refresh.<\/p>\n\n\n\n
The report data can be sorted for the selected axis.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-288-1024x544.png?resize=640%2C340&ssl=1\")
Sort option<\/figcaption><\/figure><\/div>\n\n\n\n Data refresh can be scheduled, If the data is to updated in a periodic manner refresh can be scheduled or if the refresh is disabled for the users and the system has to automatically refresh the report in such cases it will be useful.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-287-1024x559.png?resize=640%2C349&ssl=1\")
Scheduled Refresh<\/figcaption><\/figure><\/div>\n\n\n\n The final step is to pin the report to a dashboard, this dashboard can be customized and can be embedded to other Microsoft products. We will see a detailed post in dashboard customization.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-289-1024x545.png?resize=640%2C341&ssl=1\")
Dash Board<\/figcaption><\/figure><\/div>\n\n\n\n We have published a post to integrate Power BI in the Canvas app, Kindly have a look at it.<\/p>\n\n\n\n
Please post your queries in the comment section. Happy Building \ud83d\ude42<\/p>\n","protected":false},"excerpt":{"rendered":"
Power BI is a visualization software available under the umbrella of Power Platform. It accepts data from a wide variety of data sources and the chart can be embedded into other Microsoft products or any Web apps. This post is for beginners who started out their journey in Power BI. Navigate to Power BI site, it is the landing page […]<\/p>\n","protected":false},"author":2,"featured_media":1898,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","footnotes":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false}}},"categories":[56,32],"tags":[21,46,47,33],"class_list":["post-1871","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-powerbi","category-power-platform","tag-dataverse","tag-microsoft-365","tag-power-bi","tag-power-platform"],"jetpack_publicize_connections":[],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/12\/Screenshot-289.png?fit=1549%2C825&ssl=1?v=1638710879","jetpack_sharing_enabled":true,"jetpack_likes_enabled":true,"jetpack-related-posts":[{"id":1204,"url":"https:\/\/365stack.in\/index.php\/2021\/06\/14\/a-complete-guide-for-migration-to-power-platform-know-your-tool\/","url_meta":{"origin":1871,"position":0},"title":"A Complete Guide for Migration to Power Platform: Know your tool","author":"Hemanthkumar Rajan","date":"June 14, 2021","format":false,"excerpt":"Power Platform, It is a consolidation of analytics, design, development, automation and bots. It can be connected to Office 365, Azure, Dynamics 365 and hundreds of other apps to build end-to-end business solutions.","rel":"","context":"In "Power Platform"","block_context":{"text":"Power Platform","link":"https:\/\/365stack.in\/index.php\/category\/power-platform\/"},"img":{"alt_text":"Power Platform","src":"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/06\/powerplatformimage-e1623694447483.png?fit=433%2C260&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":1432,"url":"https:\/\/365stack.in\/index.php\/2021\/09\/13\/a-complete-guide-to-power-platform-pricing\/","url_meta":{"origin":1871,"position":1},"title":"A Complete Guide to Power Platform Pricing","author":"Hemanthkumar Rajan","date":"September 13, 2021","format":false,"excerpt":"Power Platform is a great platform to automate a business process within the organization, it offers a plethora of features that can be leveraged to minimize the development cycle. Power Platform software is extended from Azure features and services. For Eg: Dataverse manages to store data with the help of\u2026","rel":"","context":"In "Power Platform"","block_context":{"text":"Power Platform","link":"https:\/\/365stack.in\/index.php\/category\/power-platform\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/09\/Power-Apps-Pricing-1024x505-1.jpg?fit=1024%2C505&ssl=1%3Fv%3D1631557375&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":1177,"url":"https:\/\/365stack.in\/index.php\/2021\/06\/11\/a-complete-guide-for-migration-to-power-platform-introduction\/","url_meta":{"origin":1871,"position":2},"title":"A Complete Guide for Migration to Power Platform: Introduction","author":"Hemanthkumar Rajan","date":"June 11, 2021","format":false,"excerpt":"Microsoft has Power Platform, a combination of four software PowerApps, Power Automate, Power BI and Virtual Agents, like the other BPM tools it is not only built for SharePoint it can work as a standalone app or it can be connected to numerous connectors from which it can store and\u2026","rel":"","context":"In "Power Platform"","block_context":{"text":"Power Platform","link":"https:\/\/365stack.in\/index.php\/category\/power-platform\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/06\/Architecture-Power-Platform-1-e1623415069501.png?fit=525%2C500&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":1638,"url":"https:\/\/365stack.in\/index.php\/2022\/04\/21\/how-to-integrate-power-bi-charts-in-the-canvas-app\/","url_meta":{"origin":1871,"position":3},"title":"How to integrate Power BI charts in the Canvas app","author":"Hemanthkumar Rajan","date":"April 21, 2022","format":false,"excerpt":"Power BI is a visualization software available under the umbrella of Power Platform. It accepts data from a wide variety of data sources and the created chart can be integrated with Canvas Apps. \"Power BI Tile\" is a control available in charts option in the top ribbon bar. We assume\u2026","rel":"","context":"In "Canvas Apps"","block_context":{"text":"Canvas Apps","link":"https:\/\/365stack.in\/index.php\/category\/power-platform\/powerapps\/canvas-apps\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/11\/Screenshot-199.png?fit=1113%2C517&ssl=1%3Fv%3D1637949407&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":2328,"url":"https:\/\/365stack.in\/index.php\/2022\/01\/01\/how-to-round-up-down-decimal-in-power-automate\/","url_meta":{"origin":1871,"position":4},"title":"How to Round (Up; Down) Decimal in Power Automate","author":"Sowmiya Jothimani","date":"January 1, 2022","format":false,"excerpt":"Decimal numeric Round-off is a renowned Math operation, that will always be a necessity while working with numbers irrespective of its complexity. When it comes to Canvas app, we have multiple built-in methods available for Rounding a decimal namely Round, RoundDown and RoundUp. Round(Number,\u00a0DecimalPlaces)RoundDown(Number,\u00a0DecimalPlaces)RoundUp(Number,\u00a0DecimalPlaces) We also have scenarios to Round-off\u2026","rel":"","context":"In "Power Automate"","block_context":{"text":"Power Automate","link":"https:\/\/365stack.in\/index.php\/category\/power-platform\/power-automate\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2022\/01\/UP.png?fit=632%2C367&ssl=1%3Fv%3D1641208036&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":1636,"url":"https:\/\/365stack.in\/index.php\/2021\/11\/29\/how-to-add-rows-in-excel-online-using-power-automate\/","url_meta":{"origin":1871,"position":5},"title":"How to add rows in Excel online using Power Automate","author":"Hemanthkumar Rajan","date":"November 29, 2021","format":false,"excerpt":"Adding rows to an excel file or exporting the data in \".xlsx\" format, which can be sent to users or other applications as data feed can be a common scenario. In this example, we used the \"Excel online business\" connector to add rows to the excel file, Previously we already\u2026","rel":"","context":"In "Power Automate"","block_context":{"text":"Power Automate","link":"https:\/\/365stack.in\/index.php\/category\/power-platform\/power-automate\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/365stack.in\/wp-content\/uploads\/2021\/11\/Screenshot-214.png?fit=997%2C551&ssl=1%3Fv%3D1637930822&resize=350%2C200","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/365stack.in\/index.php\/wp-json\/wp\/v2\/posts\/1871","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/365stack.in\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/365stack.in\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/365stack.in\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/365stack.in\/index.php\/wp-json\/wp\/v2\/comments?post=1871"}],"version-history":[{"count":5,"href":"https:\/\/365stack.in\/index.php\/wp-json\/wp\/v2\/posts\/1871\/revisions"}],"predecessor-version":[{"id":2446,"href":"https:\/\/365stack.in\/index.php\/wp-json\/wp\/v2\/posts\/1871\/revisions\/2446"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/365stack.in\/index.php\/wp-json\/wp\/v2\/media\/1898"}],"wp:attachment":[{"href":"https:\/\/365stack.in\/index.php\/wp-json\/wp\/v2\/media?parent=1871"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/365stack.in\/index.php\/wp-json\/wp\/v2\/categories?post=1871"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/365stack.in\/index.php\/wp-json\/wp\/v2\/tags?post=1871"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}