Dynamically display tasks in Power BI

A few weeks ago, I was working on a request from our Customer Support department. Essentially, the business request was to enable supervisors to dynamically filter the tasks that need to be performed.

Since supervisors also have their own tasks, they should be able to dynamically switch views between their own tasks, and tasks from all representatives.

USERNAME() & USERPRINCIPALNAME() functions

As usual, DAX offers a handy solution to your challenges. This time, I will use one of the information functions…Or to be more precise, not one, but two of them, which are very similar, but still produce different results in different environments.

Let’s start with the USERNAME() function. This function will return you the domain name and user name of the current connection. So, if I create measures like this:

My User = USERNAME()
My User Principal = USERPRINCIPALNAME()

And put it in a simple card visual, here’s what I get:

USERPRINCIPALNAME() will return the UPN (User Principal Name). Depending on your settings, in Power BI Desktop, the result can be exactly the same as for the USERNAME() function (as in my case), or it can return the email address of the user that is signed in to Power BI Desktop.

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Comparing Power BI with other tools

the Business Intelligence (BI) world has been moving towards self-service BI. As expected, several vendors created tools empowering regular users to gain insights from their data. Among the many, there is Power BI. Nowadays, users want to understand the differences between Product X and Power BI.

One of the most common questions in conferences and user group sessions is likely, “can you provide a comparison between this product and Power BI?”.

The answer is almost always, “No, I cannot compare them, because they are too different”. First, one needs to understand the deep difference between Power BI and most other reporting tools on the market. Only later does a comparison make any sense. As a matter of fact, I think Power BI can be compared to only a few products on the market today. I would like to add my point of view to the discussion.

To get in-Depth knowledge on Power BI you can enroll for a live demo on Power BI online training

Indeed, Power BI is a tremendously powerful data modeling tool that happens to come with a pretty face; most other products are beautifully crafted reporting tools with a pretty face. The only thing they have in common is the pretty face. If you stop at what they have in common, you are only comparing a small fraction of the whole product, and that would be unfair.

To go further, a deeper understanding of basic BI concepts is needed.

Beware: this article is biased. I love Power BI and I make my living out of it. Nevertheless, I am a BI professional; I started working with Business Intelligence many years ago and I have gathered experience that I can share. I will try to be as fair as I can in this post, as my goal is not to provide a comparison with any tool. The goal of this post is to help you understand what you really need to evaluate when making (or reading) any comparison between different BI products.

At the top level, any Business Intelligence solution is composed of three layers:

Raw data: these are the data sources that one wants to analyze. Raw data comes as is.
Semantic model: this is where data is re-arranged to optimize it for analysis. Here you also define the calculations required by the reports.
Reports: these are the nice dashboards you can build with the tool.

Power BI manages all three layers: you start from raw data, you can build a semantic layer, and finally you prepare reports. Most other reporting tools are focused on the last layer and are limited in the previous two. In other words, they are missing the capability to build a real semantic layer. It is important to clarify what a semantic layer is, to understand what you would miss by choosing a different product.

In the old ages of BI, there was a clear separation between users and developers. A BI developer would build a project to help users extract insights from their data, and build reports. Users did not need to understand tables, relationships, or calculations. The developer oversaw shaping the tables, providing predefined calculations and giving sensible names to entities. Leveraging the semantic model, users did not have to know DAX, MDX or SQL.

A semantic model lets users interact with business entities like customers, sales, and products. Users would place those entities in reports made with Excel or with other reporting tools. Regular users were happy with just Excel and a Pivot Table. More advanced users wanted more powerful tools, and this led to the creation of several reporting tools with their ad-hoc programming language to create more advanced formulas. Regardless, the important thing is that no matter how powerful those tools are, they were still reporting tools based on the existence of a previously crafted semantic model. No semantic model, no reporting.

Picture this: a BI tool lets a developer build a semantic model. A reporting tool lets a user build a report on top of an existing semantic model. You need both to create a BI solution.Learn more from Power BI online course

Unfortunately, building a BI project takes time. Users were hungry for reports. This led to the start of the Self-Service BI era. Self-service BI is the idea of users building reports themselves, to reduce development time and to build a democratic knowledge about data. Sounds cool and terrifying at the same time.

Anyway, this is where we are today. Obviously, driven by the market several vendors started to build self-service BI tools. A few new products appeared on the market. Rather, existing tools evolved into new ones, targeting self-service BI. Keep in mind: any self-service BI tool requires the functionalities to build both the semantic model and the report in the same tool. Thus, depending on where you start, you have two options to have an existing product evolve into a self-service product:

If you already have a semantic model tool, you need to add reporting capabilities. You need to make it easier to use, because the target is no longer a BI professional but a regular user instead.
If you already have a reporting tool, you need to add the capability to build a semantic model because your users need to massage the data and build calculations on top of the resulting model.

In both cases, in the end you obtain a tool that mixes the capabilities to create a semantic model and to build reports. After this first step, you can add tons of different features like sharing with other users, building wizards to automatically connect to other services, improving the formula language and so on. But the core is always the same: a semantic model and a reporting tool, bound together in a nice package.

Even though we consider Power BI to be a new product, it is actually the evolution of Power Pivot and Analysis Services Tabular (semantic model), Power Query (querying tool), and Power View (the first version of the reporting tool released with Excel and SharePoint). Other vendors took similar steps, with different starting points. It is fair to say that several vendors started from a reporting tool, adding the semantic model to it.

Now, if you need to compare two BI tools, you need to compare at least these two features: the semantic model and the tools to build a report.

Say you want to compare Product X with Power BI; you show me how easy it is to build a gorgeous report on top of an SQL view, much easier and much more powerful than Power BI. Cool, but you are only comparing a fraction of both products. Reporting-wise, sure, Product X is better than Power BI. But there are other considerations: can you load multiple tables in Product X? Can you build relationships between them? Can you use a programming language to author complex calculations that involve scanning different tables? All these operations belong to the semantic model. A fair comparison needs to apply to all the features.

This is what Power BI offers you:

Power Query – a data transformation tool which is easy to use and yet incredibly powerful. It can load virtually anything and join data from different sources.
A modeling environment where you can build different kinds of relationships between tables and build powerful models. It does not hurt that it runs on top of one of the fastest databases I have ever seen.
DAX – a programming language which is not easy, but lets you author nearly any query and calculation. Yes, on this I am biased for sure!
Power BI – a reporting engine which is very good in building dashboards and reports. It can also be extended with custom visuals and third-party products.

Then, there is web-based reporting and sharing, a mobile experience, the ability to load from nearly any data source in the cloud or on premises and many other useful features. Yet, the core is composed of the four features above. If you want to compare apples to apples, you need to compare at least these four parts. Be mindful: you need all of them. A tool that requires you to build a single table because it does not let you relate two tables is nothing but a nice reporting tool. Comparing it to Power BI does not make much sense to me.

Moreover, it does not come by chance that to learn Power BI, one needs to learn new programming languages. Each feature has its own language, and this is just the right thing to have.

Finally, reporting. Reporting is only the last part, even though it is the most visible one. You might find other products are better than Power BI when it comes to reporting. This is fine, if you are aware that you are only comparing a fraction of Power BI with the whole of Product X.

I love Power BI, and I would really love to see a fair comparison between Power BI and any other product. We could learn a lot from the topic. But for it to be fair, it cannot just be based on how easy it is to build a pie chart (just kidding! You are not using a pie chart, are you?). One needs to evaluate everything both products have to offer.

To get in-depth knowledge of this technology and to develop skills to make a great career in this regard one can opt for Power BI online training Hyderabad.

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Power BI In Brief – 2020

Every month, we bring you news, tips, and expert opinions on Power BI? Do you want to tap into the power of Power BI? Ask the Power BI experts at ArcherPoint.

Power BI Desktop – Feature List
More exciting updates for August—as always:

• Reporting - Perspectives support for Personalize visuals; rectangular lasso-select for data points; additional dynamic formatting support to more visuals
• Analytics - Direct Query support for Q&A
• Visualizations - Linear Gauge by xViz; advanced Pie & Donut by xViz; ratings visual by TME AG; toggle switch by TME AG; fdrill down Pie PRO by MAQ Software; ADWISE RoadMap; updates to ArcGIS Maps; extending Admin capabilities for AppSource visuals
• Template Apps - Agile CRM analytics for Dynamics 365
• **Data Preparation ** - Text/CSV By Example
• Data connectivity - Cherwell connector; Automation Anywhere connector; Acterys connector

To get in-Depth knowledge on Power BI you can enroll for a live demo on Power BI online training

Power BI Developer Update
And the updates continue—this time, for developers:

• Updates in embedded analytics
• Automation & life-cycle management
• New API for updating paginated reports data sources
• Get dataset/s APIs return new additional properties
• Embed capabilities
• Persistent filters support for embedding in the organization
• Phased embedding
• Control focus behavior for create/clone visual
• Additional Javascript API enhancements
• Selected learning resources

Multiple Data Lakes Support For Power BI Dataflows
And if that’s not enough, Microsoft also announced improvements and enhancements to Azure Data Lake Storage Gen2 support inside Dataflows in Power BI. Improvements and enhancements include: Support for workspace admins to bring their own ADLS Gen2 accounts; improvements to the Dataflows connector; take-ownership support for dataflows using ADLS Gen2; minor improvements to detaching from ADLS Gen2. Changes will start rolling out during the week of August 10. Read more on multiple data lakes support in Power BI dataflows.

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Is Power BI Actually Useful?

The short answer, for most of you, is no. However, the complexity and capability of the products could be beneficial depending on what type of position or organization you work in.

In my effort to answer this common question about Power BI I researched the following:
– Power BI Desktop Gateway
– Syncing on-prem SQL server data
– Syncing SharePoint Online list data
– Syncing data from an Excel workbook
– Building, and sharing a dashboard
– Inserting a Power BI visualization into PowerPoint

To get in-Depth knowledge on Power BI you can enroll for a live demo on Power BI online training

The feature spread above gave me the opportunity to explore the main features of Power BI which break down as:
– Ingesting data, building a data set
– Creating dashboard or reports with visualizations based on that data

In a nutshell Power BI is a simple concept. You take a data set, and build visualizations that answer questions about that data. For example, how many products have we sold in Category A in the last month? Quarter? Year? Power BI is especially powerful when drilling up or down in time scale.
And there are some interesting ways to visualize that data:
However, there are a number of drawbacks to the current product that prevented me from being able to fold these visualizations into our existing business processes.

1. Integration with PowerPoint is not free. This shocked me.

The most inspiring Power BI demo I saw at a Microsoft event showed a beautiful globe visualization within a PowerPoint presentation. It rendered flawlessly within PowerPoint and was a beautiful, interactive way to explore a geographically disparate data set. I was able to derive conclusions about the sales data displayed without having to look at an old, boring chart.

During the demo, nothing was mentioned about the technology required to make this embedded chart a reality. After looking into the PowerPoint integration I learned that not only was the add-in built by a third party, it was not free, and when I signed up for a free trial the add-in could barely render my Power BI visualization. The data drill up/down functionality was non-existent and not all of the visualizations were supported. Learn more from Power bi online course

2. Only Dashboards can be shared with other users, and cannot be embedded in our organization’s community on SharePoint.

Folks in our organization spent 50% of their time in Outlook, and the rest in SharePoint, OneNote, Excel, Word, and the other applications needed for producing documents, and other work. Adding yet another destination to that list to check on how something is doing was impossible for us. Habits are extremely hard to change, and I see that consistently in our client’s organizations as well.

Because I was not able to fold in the visualizations with the PowerPoint decks we use during meetings, I had to stop presentations in the middle, navigate to Internet Explorer (because the visualizations only render well in that browser), and then go back to PowerPoint once we were done looking at the dashboard.

This broke up the flow of our meetings, and led to more distractions. I also followed up with coworkers after meetings to see if they ever visited the dashboard themselves at their desk. None of them had ever navigated to a dashboard outside of a meeting.

3. The visualizations aren’t actually that great.

Creating visualizations that cover such a wide variety of data sets is difficult. But, the Excel team has been working on this problem for over 15 years. When I import my SharePoint or SQL data to Excel I’m able to create extremely customized Pivot Tables and Charts that show precisely the data I need to see.

I was never able to replicate visualizations from Excel in Power BI, to produce the types of visualizations I actually needed. Excel has the ability to do conditional formatting, and other customizations in charts and tables that is simply not possible with Power BI. Because of how generic the charts are, and the limited customization it looks “cool” without being functional.

In conclusion, if you have spare time and want to explore Power BI for your organization you should. However, if you are seriously thinking about how you can fold this product into your work processes, challenge yourself to build a dashboard and look at it once a week. See if you can keep that up for a month, and then think about how that change affected your work habits and whether the data analysis actually contributed value each time. At least half of you will realize that this gimmicky product is fancy, but not actually useful.

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