Data Classification in Power BI

Power BI Data ClassificationIn many corporations depending on the type of data is being used there could be different types of the sensitivities that should be applied to that data. Data Classification fulfills in Power BI Service this matter very easily. In today’s post you’ll learn how to setup Data Classification in Power BI Service.

First of all I want to inform you that Data Classification is NOT a sort of security or privacy setting. It is only a TAG which is all about informing Power BI users across a corporation to take extra care when they want to share data with other people inside or outside of that corporation. For instance some data might be OK to be shared externally outside the company, but, the other data might not be shared with groups of people even within that corporation.

Depending on your corporation you might have different levels of sensitivity like

  • High Sensitive Data
  • Medium Sensitive Data
  • Low Sensitive Data

So depending on what level of sensitivity, for instance for High Sensitive Data, the Power BI users should be really careful of who they share Power BI Dashboards and data with. In Power BI Service we can easily setup data classification on our dashboards so anyone who is looking at that dashboard is able to understand how sensitive that dashboard is and who they can share it with.

Requirements

To be able to setup Data Classification in Power BI Service you have to:

In case that you want to add another admin user,and if you already integrated your on-premises Active Directory with Azure Active Directory (AD) then you can either grant necessary admin rights to that user from your Azure portal in Azure AD or directly from Office 365 Admin Centre.

The user needs to be an Office 365 “Global Administrator” to be able to setup data classification in Power BI Service. A global administrator will have access to “Admin Portal” panel within Power BI Service which includes data classification and many more other important settings.

Make a User Global Administrator in Office 365

After you signed into your Power BI Service account,

  • Click “Admin” tile from the app launcher

Office 365 Admin Centre

Continue reading Data Classification in Power BI

Power BI Desktop Query Parameters, Part 3, List Output

List Output in Power BI Query Parameters

In the previous posts, here and here, I explained how you can use Power BI Desktop Query Parameters for many different use cases. Power BI development team added another cool feature to Power BI Desktop on July 2016 which is the ability to add a List Query output to a query parameter as it’s “Suggested Values” (formerly “Allowed Values”). This feature is very useful and from now on we are not restricted to proviode a static list of values in “Manage Parameters”. In this post I show you how to use a list output in query parameters.

Note: This feature is NOT available in DirectQuery mode at the time of writing this post.

Requirements

In this post as usual I’ll connect to a SQL Server database as a sample. To be able to follow this post you have to have:

  1. The latest version of Power BI Desktop (current version is 2.38.4491.282 64-bit (August 2016))
  2. Adventure Works 2016 CTP3

Scenario

In the first post of these series I explained how to create dynamic data sources using Query Parameters. You also learnt how to use Query Parameters in Filter Rows. But, what if we want to filter query results based on the values of a column from a particular table? Previously we couldn’t answer these sort of questions if we want to filter FactInternetSales based on a selected values of EnglishProductName column from DimProductCategories using Query Parameters. But, now we can easily implement those sort of scenarios.

Let’s implement this scenario.

Loading Data into the Model:

  • Open Power BI Desktop
  • Get data from SQL Server and connect to Adventure Works DW 2016 CTP3
  • Select “FactInternetSales”, “DimProduct”, “DimProductSubCategory” and “DimProductCategory” tables then click “Load”

Power BI Desktop Loading Data into the Model

  • Switch to “Relationships” view to make sure the relationships detected correctly then click “Edit Queries” from the ribbon

Power BI Desktop Edit Queries

Continue reading Power BI Desktop Query Parameters, Part 3, List Output

Query Azure SQL Data Warehouse in SSMS and SSDT

Azure SQL Data Warehouse in SSMS and SSTD

A while ago I wrote a blog post about Azure SQL Data Warehouse and Power BI which I explained how to install a new instance of Azure SQL Data Warehouse and how to visualise your Azure SQL DW data in Power BI. In this post I explain how to query an Azure SQL DW in SSMS and Visual Studio.

Requirements

Querying Azure SQL Data Warehouse from Visual Studio

Prior the latest release of SQL Server Management Studio (SSMS) 2016, the only available tool for querying an Azure SQL Data Warehouse was SQL Server Data Tools (SSDT) for Visual Studio 2013 or 2015. Here is how you can use SSDT 2015 to query an Azure SQL Data Warehouse:

  • Open SQL Server Data Tools 2015
  • Click “SQL Object Explorer” from View menu

SQL Server Object Explorer Visual Studio

  • Click “Add SQL Server”

Add Server to SQL Server Object Explorer Visual Studio

Connect to Azure SQL Data Warehouse in SQL Server Object Explorer Visual Studio

  • Enter “Server Name”
  • If you don’t recall server name then open a web browser and log into Azure portal
  • Click “SQL databases”
  • Click any desired Azure SQL Data Warehouse you created before. Make sure the database is “Online”

Azure SQL Data Warehouse in Azure Portal

Continue reading Query Azure SQL Data Warehouse in SSMS and SSDT

Analyse Power BI Data in Excel

A while ago I wrote a blog post about Power BI Publisher for Excel. Today I want to explain some new features added to the publisher. In this post you learn how to analyse Power BI data in Excel. Using the new Power BI Publisher for Excel, not only can we pin an Excel range or chart to a Power BI dashboard directly from Excel, but also we are now able to easily connect to a Power BI service, select any group workspaces and analyse a desired report or dataset.

Requirements

  • Desktop versions of Microsoft Excel 2007 and later
  • Download and install Power BI Publisher for Excel
  • Power BI Publisher for Excel add-in will be enabled by default after you install it, however, if you don’t see the “Power BI” tab in the ribbon in Excel you can enable it from File –> Options –> Add-ins –> COM Add-ins –> tick Microsoft Publisher for Excel.

Enable Power BI Publisher for Excel

Connect to and Analyse Power BI Data in Excel

Analyse Power BI Service Reports or Datasets in Excel (From Power BI Service)

Previously we could analyse Power BI data in Excel directly from Power BI service by:

  • Log in to Power BI Service
  • Clicking ellipsis button of a desired dataset and clicking “Analyse in Excel”

Analyse Power BI Data in Excel from Power BI Service

  • Clicking ellipsis button of a desired report and clicking “Analyse in Excel”

Analyse Power BI Reports in Excel from Power BI Service

  • Doing either way, it downloads an “odc” file that could be opened in Excel.

Analyse Power BI Data in Excel from Power BI Service Enable Data Connection

  • Now you can analyse the data in Excel using pivot tables and pivot charts.

Analyse Power BI Data in Excel

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How to Overcome Map Related Issues in Power BI, Power View and Power Map

One of the most powerful features in Power BI and Excel is supporting geospatial visualisations. In Excel we can use Map visualisation in Power View, or use Power Map directly. In Power BI, as you know, there are two built-in visualisations supporting geographic coordinate data, Map and Filled map. They work beautifully if you have enough data supported by Bing Maps. But, there are some issues with Map visualisations in both Power BI and Excel. In this post I address some of the issues I faced myself and I’ll provide the solutions for the issues. As “Filled Map” and “Map” visualisations in Power BI are very similar my focus in this post would be on “Map” visualisation. My intention is not explaining Power View and Power Map that much so my focus in this article would be on Power BI more than the other two.

Requirements

To experiment everything I explain in this post you need to have:

  • The new SQL Server sample, WideWorldImportersDW (WWI). You can download it here
  • The latest version on Power BI Desktop (current version is 2.35.4399.381 64-bit (May 2016))
  • Excel 2016 or Excel 2013

If you use Excel 2016, then you need to turn on Power View on.

Check this out if you want to learn more about BI features in Excel 2016.

Get Data in Power BI

  • Open Power BI Desktop
  • Get Data from SQL Server Database
  • Select Fact.Sales and Dimension.City then load data

Power BI Desktop

Map Issues In Power BI

Wrong Cities in Power BI

  • Expand the “Dimension City” table
  • Select “City” column then change its Data Category to City (Data Category is on “Modeling” tab from the ribbon)

Power BI Desktop Data Category

  • Put a Map visual into the page
  • Put “City” on Location
  • Put “Total Excluding Tax” on Size

Power BI Desktop Map

As you see sales distributed across different countries, but, this is not quiet right.

  • Put a slicer on the page then put “Country” on the slicer
  • Click “United States” to filter the Map

Power BI Desktop Slicer

Oops! This is not quiet right. What happened is that Bing Map Engine gets confused with the city names so that it shows a city with the same name outside of the US, just like New Plymouth which a city in New Zealand, but, the New Plymouth we have in our data source is the New Plymouth from Idaho in the US.

Continue reading How to Overcome Map Related Issues in Power BI, Power View and Power Map

Import Power BI Desktop Model to SSAS Tabular 2016

Import Power BI Model to SSAS TabularHave you created a robust model in Power BI Desktop and you are looking for a way to import it to an instance of SQL Server Analysis Services Tabular? Hmm, it would be highly beneficial if you could import Power BI model to SSAS Tabular and it potentially saves lots of development time and costs. The good news is that with SQL Server 2016 and SQL Server Data Tools for Visual Studio 2015 it is possible. In this post I show you how to import Power BI Desktop model to SSAS Tabular 2016. Unfortunately, you cannot do the job in any prior versions of SQL Server, SQL Server Management Studio or SSDT.

Requirements

  • SQL Server 2016 Tabular: You can download SQL Server 2016 Developer Edition for free. Check this out for more information
  • SQL Server Management Studio (SSMS) 2016: Down SSMS 2016 from here
  • SQL Server Data Tools for Visual Studio 2015 (SSDT 2015): You can download it here
  • Power BI Desktop: Download Power BI Desktop from here

How it works?

The idea is to

  1. Connect to Power BI Desktop model from SSMS 2016
  2. Script the model
  3. Modify the script
  4. Execute the scripts on your on-premises instance of SSAS Tabular 2016
  5. Open the new SSAS Tabular database in SSDT 2016
  6. Modify the model
  7. Redeploy and process the model

Note: Do not close Power BI Desktop until we completely import the model to SSAS Tabular.

Assumptions

I assume

  • You’re familiar with all required tools listed above
  • You’re familiar with SQL Server Analysis Services Tabular models and any corresponding concepts, security settings and so forth
  • You’re familiar with DAX and Power Query

Continue reading Import Power BI Desktop Model to SSAS Tabular 2016

Connect to Power BI Desktop Model from Excel and SSMS

Power BI Desktop Excel SSMSPower BI Desktop is a fantastic report authoring tool. I have lots of experience working with Tableau as well and I can say, man, Power BI is growing very quickly. Lots of awesome ideas have been added to Power BI and a lot more is coming. But, It might be a question for some of you that is that possible to connect to a Power BI Desktop model from Excel, SQL Server Management Studio (SSMS) or SQL Server Profiler? The answer is yes, you can. But, how on earth someone should connect to a Power BI Desktop model from Excel, SSMS or SQL Server Profiler? Well, it could be useful for the following scenarios:

  • Connecting to the model using SQL Server Profiler for performance tuning, monitoring and so forth
  • Again, if you have some performance issues you might need to connect to the model from SSMS
  • You have a complex model and it’s hard for you understand it, but, you are a great Excel developer, so you can connect to Power BI Desktop model from Excel so you can use reach features available in Excel like named sets
  • Just for curiosity! You are curious about writing MDX codes over an existing model, you want to see how your model look like in Excel and so forth

In this article I show you how to connect to Power BI Desktop model regardless of any use case scenarios. So for whatever reason you’d like to connect to a Power BI Desktop model this post will help you achieve your goal.

How it works

Power BI Desktop uses xVelocity technology and loads data into memory. It uses a local instance of SQL Server Analysis Services (SSAS). It does the job by running msmdsrv.exe file which can be found in “bin” folder under your Power BI Desktop installation folder which is normally under you Program Files. The msmdsrv.exe is indeed the SSAS service file. So even if you haven’t installed SSAS on your machine Power BI Desktop runs msmdsrv.exe. When Power BI Desktop runs msmdsrv.exe it creates a local instance of SSAS. This local SSAS instance uses a random port number so it would be valid until Power BI Desktop is not closed or the msmdsrv.exe is not killed from Task Manager.

Find msmdsrv.exe in Power BI Desktop Folder

So, we have a local instance of SSAS using a random port number. Therefore, we should be able to connect to the instance from Excel, SSMS or SQL Server Profiler only if we know the port number.

Note: If you have installed an instance of SSAS on your machine you can find msmdsrv.exe under “\OLAP\bin” folder from SQL Server installation path:

%ProgramFiles%\Microsoft SQL Server\msasXX.INSTANCE_NAME\OLAP\bin

which XX is your version of SQL Server. So XX would be 10, for SQL Server 2008R2, could be 11 for SQL Server 2012 and so on. The difference between the local msmdsrv.exe file located in your Power BI Desktop\bin folder with the other one you can find under your SQL Server installation folder is that the one which Power BI Desktop runs is a console programme while the other one is a Windows service programme.

How to find Power BI Desktop local port?

There are various methods you can obtain the port number. In this post I explain three of them.

  • Finding Power BI Desktop local port using Windows Command Prompt (CMD)
  • Using DAX Studio
  • Finding local port number from Power BI Desktop temp directory

Continue reading Connect to Power BI Desktop Model from Excel and SSMS

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