Category: Power BI Desktop

Excel, Power BI, Power BI Desktop

Exporting Data from Power BI Desktop to Excel and CSV – Part 1: Copy & Paste and DAX Studio Methods

AAEAAQAAAAAAAAz4AAAAJGQ5ZTk4ZGUxLTI4YjQtNDc4ZC05NTQ4LWRjNDk3OTBlYTE5OQ

Update 2021 March:

You can now export the data direct from Power BI Desktop using my tool, Power BI Exporter. Read more here.

Update 2019 April:

If you’re interested in exporting the data model from either Power BI Desktop or Power BI Service to CSV or SQL Server check this out. The method explained here is only applicable for Power BI Premium or Embedded capacities with XMLA endpoints connectivity.

One of the features that is asked a lot on Power BI community is how to export Power BI desktop data to Excel OR CSV.

Note: I’d like to make it clear that in this article we are NOT interested in exporting data from a visual in a report to CSV.

The first question lots of you might have is “How on earth someone wants to export data from a Power BI Desktop model to Excel OR CSV?”.

Power BI brings Power Query, Power Pivot, Power View and Power Map together in one piece of software. So why not using Excel at the first place to load data from the source? There might be lots of other questions about the reasons that someone wants to export data from Power BI Desktop model to Excel (or any other destinations). The reason could be one of the following that someone wants to export data from Power BI Desktop model to other destinations like Excel, CSV, SQL Server etc.

  • For some reason you have just a Power BI Desktop file (PBIX) and you don’t have access to the data sources and you need to provide the data to someone who is not familiar with Power BI
  • You Power BI Desktop consolidates lots of different sources in a single model and it would be very hard to get the same output as you get in Power BI Desktop model in Excel. So an export feature can be super handy
  • You might have done lots of complex transformations in Power BI Query Editor and replication the same logic on the source system could be much more complex and time consuming, so again exporting data from a current Power BI Desktop model makes sense
  • You have a bunch of calculated columns created in DAX and you don’t want to go back and redo all the hard works you have already done in Power BI in another environment like Excel
  • You might want to use the current Power BI data in Cortana Analytics
  • You are just curious to see if it is possible
  • None of the above!

But, the reality is that regardless of the reason, lots of people still want to export data from Power BI Desktop to different destinations. So let’s have a look at different workarounds until this feature is not available in Power BI. I’ll explain different ways to export Power BI Desktop data in a series of articles. In this post you learn how to copy Power BI Desktop data to a destination file like Excel or CSV without any third-party software involved. I also explain how easy you can export Power BI Desktop data to CSV using DAX Studio.

Copy Data from Data View in Power BI Desktop and Paste it to Destination

The easiest workaround is simply copy/paste data from Data view in Power BI Desktop.

  • Open your Power BI Desktop model
  • Switch to Data view by clicking on Data tab
2017-03-02 15_12_09-AW, Internet Sales - Power BI Desktop.png

You have now 3 options to copy data:

Continue reading “Exporting Data from Power BI Desktop to Excel and CSV – Part 1: Copy & Paste and DAX Studio Methods” →
BISM Tabular, Business Intelligence - BI, DAX, Power BI, Power BI Desktop, Power Pivot, Power Query, Self-Service BI, SQL Server 2016

Creating Custom Table in SSAS Tabular using Table and Row Constructors in DAX

Dynamic_Measures_in_Card_Visual_-_Power_BI_Desktop

A while ago I was working on a Power BI project which the customer wanted to define a new table directly in the model. The easiest way to achieve this in Power BI Desktop is to “Enter Data” which creates a new table by typing or pasting in new contents. I was thinking of that project the other day and thought, hey, how we can do the same in SSAS Tabular when there is no Power Query (M) language available in SSAS Tabular 2016. The good news is that Power Query will be available in the next version of SSAS Tabular in SQL Server vNext. But, until then a workaround would be entering data to a CSV file then load it to the model. Another way is to implement custom tables in DAX in SQL Server 2016 Tabular models using Table and Row Constructors. In this post I show you a way of creating custom table in SSAS Tabular using table constructors in DAX. You can do the same in Power BI as the same principle applies. Therefore, in case you’d prefer not to use “Enter Data” feature which effectively uses Power Query to create a new table in Power BI Desktop, then you can use DAX to do the same.

Requirements

If don’t already have SQL Server 2016 it’s probably time to download and install it. I use AdventureWorksDW as sample database in this article.

Scenario

You are involved with an SSAS Tabular project and the customer asked for a report in Power BI with dynamic Card so that the values shown in the Card visual should dynamically change based on selected measure from a slicer. You have several different measures in the model and the customer wants to show some of them dynamically in only one Card visual. Consider you have the following measures to be shown in the Card:

  • Total Internet Sales
  • Internet Sales in 2014
  • Total Number of Internet Sales Transactions

You have to create a logic so that the users can selected any of the above measures to show in a single Card visual.

How it works

After you meet the requirements, you’re good to start implementing the above scenario in SQL Server Data Tool (SSDT). Creating a calculated table in SSAS Tabular 2016 is fairly easy. All we need to do is to create a custom table with two columns. One column stores friendly names for measures and the other one holds DAX expressions for the measures. As you might have noticed, I’m talking about creating a custom table in DAX and populating it with values. Continue reading to see how. What we are going to do is to create a calculated table using table constructors in DAX. Table and Row Constructors weren’t available in previous versions of DAX in SSAS Tabular. They are very similar to Lists or a list of Tuples just like what we have in MDX.

I’ll explain this later when we created our sample model in SSDT.

Continue reading “Creating Custom Table in SSAS Tabular using Table and Row Constructors in DAX” →
Business Intelligence - BI, Power BI, Power BI Desktop, Power BI Service, Power BI Web App, Uncategorized

Download Power BI Reports from Power BI Service

Download report from Power BI Service

A new cool feature added to Power BI Service is the ability to download Power BI reports from Power BI Service. This feature is highly demanded and it’s available from November 2016. I was really excited when I noticed that and I had to try it straight away. I was in a bus back to home on Friday, but, I couldn’t wait until I get home and test this cool feature. So I created a personal hotspot and started testing it in the bus. To make the level of my excitement clearer, I should reveal a secret. I get motion sick in the bus very quickly. It gets worth when I read something, even reading a text on my mobile. Man, it’s really horrible feeling. Knowing that I’ll potentially get sick, I turned on my tablet (a Windows 10 tablet of course) to test this new cool feature. So I logged into my Power BI Service account, I opened a report, clicked File menu and this is what I got

Inactive Download report from Power BI Service

But, why?

Two possibilities jumped into my head immediately:

  • The dataset of this particular report is not supported at the moment
  • The “Download report” feature is NOT supported in my area

So I opened Power BI Desktop and created a report on top of an Excel file very quickly, then I published it to the service and voila! It worked. So it is also available in my area.

 

Download report from Power BI Service

But, what was wrong with the previous report though? The dataset?

I checked the report’s dataset, it was on-premises SQL Server. Could it be a problem?

I created another Power BI report in Power BI Desktop on top of adventure works on SQL Server 2016. I published the model and interestingly the download report feature was still active. So how on earth I shouldn’t be able to download that report?

Well, I was in the bus, wobble about and I was feeling that the motion sickness symptom is coming for me and there were a bunch of “whys” in my head.

So I had to experiment some other datasets as well. I tested the following datasets:

  1. CSV files
  2. Folder
  3. SQL Server Direct Query
  4. SQL Server Analysis Services (SSAS) Multidimensional (Connect Live)
  5. SQL Server Analysis Services Tabular
  6. From Web
  7. Azure SQL Database
  8. Azure SQL Data Warehouse

Continue reading “Download Power BI Reports from Power BI Service” →

DAX, Power BI, Power BI Desktop

Using “IN” Operator in DAX

IN operator in DAX

If you are a SQL guy I bet you’ve used “IN” operator zillions of times. You might also looked for the same functionality in DAX and I’m sure you’ve found fantastic blog posts showing you how to mimic the same functionality in DAX. The October release of Power BI Desktop is full of new analytics features such as Grouping, Binning and TOPN filtering. On top of that, one new awesome feature that is not documented at time of writing this article, or at least I haven’t find anything over the internet, is “IN” operator in DAX. In this post I show you how to use it in your DAX expressions.

Requirements

Note 1: You need to install SSMS2016 to be able to write DAX queries provided in this article. Alternatively, you can use DAX Studio . If for any reasons you cannot use SSMS 2016 or DAX Studio and you only have Power BI Desktop, don’t worry, I’ll provide some examples in Power BI Desktop as well.

Note 2: If you run previous versions of SQL Server it’s absolutely alright. There is nothing special in AdventureWorksDW2016CTP3 for this article that you don’t get in older versions of the sample database. But, keep in mind that SQL Server 2016 Developer Edition is now free and you can download it very easily. Check this out if you’re interested to see how.

Getting Started

After downloading the latest version of Power BI Desktop run it then

  • “Get Data” from SQL Server
  • From AdventureWorksDW2016CTP3 load “FactResellerSales”, “DimProduct”, “DimProductCategory”, “DimProductSubCategory” and “DimDate” to Power BI Desktop model
  • Find the local port of Power BI Desktop by opening “msmdsrv.port.txt” file from the following path:

“%UserProfile%\AppData\Local\Microsoft\Power BI Desktop\AnalysisServicesWorkspaces\AnalysisServicesWorkspaceXXXXXXXX\Data”

Note: The “XXXXXXXX” postfix is a random number. 

  • Open SSMS 2016 and connect to Power BI Desktop model as an Analysis Services local server. Do you want to learn more about how to connect your Power BI Desktop model from different software? Then check this out.

SSMS Connect to Power BI Desktop Model

  • Open an MDX new query
  • Run the following DAX query
EVALUATE
    SUMMARIZE('FactResellerSales'
                , DimDate[CalendarYear]
                , "Total Reseller Sales"
                , SUM('FactResellerSales'[SalesAmount])
                )

Here is the results:

Writing DAX in SSMS

Now we want to filter “CalendarYear” so that the query shows sales values for 2011 and 2012 only. One common scenario we had to do in prior versions of Power BI Desktop, Power Pivot or SSAS Tabular model was to use a logical OR operator “||” like below:

EVALUATE
FILTER(SUMMARIZE(FactResellerSales
                    , DimDate[CalendarYear]
                    , "Total Reseller Sales"
                    , sum(FactResellerSales[SalesAmount])
                    ) , DimDate[CalendarYear] = 2011 || DimDate[CalendarYear] = 2012
                    )

From now on we can write the above query using “IN” operator in DAX like below:

EVALUATE
    FILTER(
        SUMMARIZE(FactResellerSales
                    , DimDate[CalendarYear]
                    , "Total Reseller Sales"
                    , sum(FactResellerSales[SalesAmount])
                    ) 
            , DimDate[CalendarYear] 
                IN (2011, 2012)
            )

Here is the results:

IN operator in DAX

Continue reading “Using “IN” Operator in DAX” →