Power BI Update - August 2024

Microsoft Power BI
20 Aug 202422:41

Summary

TLDRThe August Power BI Monthly Update introduces new features and enhancements. Highlights include the ability to query entire semantic models with Power BI Copilot, visual level format strings in preview for advanced formatting, and dynamic per recipient subscriptions now generally available. Other updates include delivering subscriptions to OneDrive and SharePoint, an updated save and upload flow to OneDrive, and the introduction of data limit capabilities for performance management. The video also showcases DAX query view in the web, narrative visuals with Copilot for SAS embed, and celebrates community member Jennifer Ratten for her contributions.

Takeaways

  • 📈 Power BI has introduced a new feature allowing users to ask Copilot for data from the entire semantic model in Power BI Desktop, enhancing the AI capabilities of the platform.
  • 🎨 Visual level format strings are now in preview, offering more formatting options for visual calculations and other visual elements, providing greater control over the presentation of data.
  • 📬 Dynamic per recipient subscriptions are generally available, simplifying the distribution of personalized copies of reports to each email subscription recipient with specific filters applied.
  • 🗂 Delivering subscriptions to OneDrive and SharePoint is now generally available, offering a solution for reports too large for email delivery and enhancing data management.
  • 🔄 An updated save and upload to OneDrive flow in Power BI has been introduced, improving the experience of uploading new Power BI files and making background updates easier.
  • 🚀 The data limit capability has been rolled out, giving users more control over visuals by setting a maximum data load per session, which can help manage performance issues.
  • 📊 Visuals, shapes, and line enhancements have been fine-tuned, with updates to legends and tool tips to reflect style enhancements consistently across reports.
  • 📝 DAX query view is now available on the web, allowing users to write DAX queries directly on published semantic models, enhancing accessibility and flexibility for data analysis.
  • 📑 Narrative visual with Copilot is available in SAS embed, marking the first step in integrating Copilot into embedded analytics solutions for user-owned data scenarios.
  • 🌟 The Power BI team highlighted editor's picks of the quarter and new visuals in the app source, encouraging users to explore and utilize these visualization tools for data representation.
  • 🏆 Community member Jennifer Ratten was recognized for her contributions to the Power BI community, including authoring solutions, participating in presentations, and volunteering at events.

Q & A

  • Who is presenting the August edition of the Power BI Monthly Update?

    -The August edition of the Power BI Monthly Update is presented by Jason Himmelstein, Principal PM Manager for Content Strategy in Microsoft Fabric.

  • What is the new feature in Power BI Desktop that allows querying of the entire semantic model using Copilot?

    -The new feature in Power BI Desktop is the ability to ask Copilot for data from the entire semantic model, which will then query the model and answer questions with a visual representation.

  • What is required to use the new Copilot feature for querying the semantic model in Power BI Desktop?

    -To use the new Copilot feature for querying the semantic model, you need to have the preview feature for the Copilot chat pane in report view turned on.

  • What is the purpose of visual level format strings in Power BI reporting?

    -Visual level format strings in Power BI reporting provide more options to configure formatting, allowing users to format visual calculations and other elements within a visual, enhancing customization and presentation.

  • What does the dynamic per recipient subscriptions feature in Power BI do?

    -Dynamic per recipient subscriptions in Power BI simplifies the distribution of personalized copies of each report to each recipient of an email subscription by allowing the definition of which view of the report an individual receives based on specific filters applied to their version of the report.

  • How can Power BI and paginated report subscriptions be delivered to OneDrive or SharePoint?

    -Power BI and paginated report subscriptions can be delivered to OneDrive or SharePoint by scheduling and sending full report attachments to these locations, which is useful for reports that are too large to be delivered by email or are affecting the email quota.

  • What is the updated save and upload to OneDrive flow feature in Power BI Desktop?

    -The updated save and upload to OneDrive flow feature in Power BI Desktop allows users to save new reports to OneDrive and easily upload changes in the background, improving the experience of uploading new Power BI files and updating existing ones.

  • What is the data limit capability introduced in Power BI and how does it help?

    -The data limit capability in Power BI allows users to set the maximum data load for a single session per visual, helping to manage performance issues by ensuring visuals only load an optimal amount of data, thus enhancing performance and preventing overload.

  • How have the visual enhancements in Power BI been improved with the latest update?

    -The visual enhancements in Power BI have been fine-tuned for columns, bars, ribbons, and lines, giving users more control over the visual presentation. Additionally, legends and tool tips have been updated to reflect style enhancements, ensuring a consistent and stylish presentation.

  • What is the DAX query view in the web and how does it benefit Power BI users?

    -The DAX query view in the web allows Power BI users to write DAX queries directly on their published semantic models through the web interface. This feature provides accessibility and convenience for users to interact with their data models and perform data analysis without the need for Power BI Desktop.

  • What is the significance of the narrative visual with Copilot being available in SAS embed?

    -The availability of the narrative visual with Copilot in SAS embed signifies that users can now refresh the visual with their data in embedded solutions where users must sign in, enhancing the interactivity and real-time data reflection in secure embedded scenarios.

  • How can users get involved and contribute to the Power BI community?

    -Users can get involved and contribute to the Power BI community by joining the Power BI community forums at aka.ms/pbicommunity, where they can connect with others, get questions answered, and share their knowledge and solutions.

Outlines

00:00

📈 Power BI Monthly Update Introduction

The script opens with the August edition of the Power BI Monthly Update video, hosted by Jason Himmelstein, Principal PM Manager at Microsoft Fabric. The introduction highlights the ongoing efforts to enhance the video's engagement through new features like intro bumpers and updated slides. The team is actively seeking feedback to improve the video further. Viewers are directed to the updates blog for more information on the topics discussed in the video.

05:01

🔍 Enhanced Power BI Features and Capabilities

This paragraph introduces several new and updated features in Power BI. The first is the ability to query the entire semantic model in Power BI Desktop using Power BI Copilot, which can now answer questions with visuals. The feature is available in preview mode. Next, visual level format strings are introduced, offering more formatting options, especially for visual calculations. Dynamic per recipient subscriptions are now generally available, allowing for personalized report distribution. Additionally, subscriptions can now be delivered to OneDrive or SharePoint, and an updated save and upload flow to OneDrive is previewed. Lastly, a new data limit capability is introduced to manage visual performance with large data sets, and visual enhancements for shapes and lines are discussed.

10:03

🎨 Visual Level Format Strings and Subscriptions Demo

Jeroen ter Heerdt demonstrates the new visual level format strings feature, which allows for formatting visual calculations and other visual elements directly within the visual, without converting them to text. He explains the three levels of format strings: model, visual, and element level, each offering different scopes of formatting control. The demo also covers dynamic per recipient subscriptions, showcasing how to set up personalized report deliveries based on recipient data and filters.

15:04

📑 Delivering Subscriptions to OneDrive and SharePoint

Nirupama Srinivasan presents a demo on how to deliver Power BI and paginated report subscriptions to OneDrive or SharePoint, addressing the issue of large reports overwhelming email inboxes. The process involves creating a subscription, selecting the report, choosing the delivery format and location, and setting a schedule for the subscription. The feature is now generally available, offering a solution for managing large report deliveries.

20:05

🔄 Updated Save and Upload to OneDrive in Power BI

Anita Ambalavanan demonstrates the updated save and upload process to OneDrive in Power BI. The new feature streamlines the process of saving a report to OneDrive and uploading changes in the background. After saving a new report for the first time, subsequent saves automatically update the report in OneDrive without additional user input. This improvement enhances the efficiency of working with Power BI files in OneDrive.

📊 DAX Query View in the Web and Embedded Analytics

Zoe Douglas showcases the DAX query view feature now available on the web for Power BI, allowing users to write DAX queries directly on published semantic models. The demo includes creating and editing measures using DAX and adding new measures to the model. Additionally, Carly discusses the narrative visual with Copilot now being available for SAS embed scenarios, where users own the data, and in secure embed scenarios, requiring some setup in Azure's Entra ID for proper functionality.

🌟 Community Spotlight and Visualization Updates

The script concludes by highlighting community member Jennifer Ratten for her contributions to the Power BI community, including authoring solutions and volunteering at events. The video also mentions editor's picks of new visualizations in the AppSource and other visuals to explore. The team encourages community engagement through the Power BI community forums and looks forward to future updates and events, including FabCon Europe.

Mindmap

Keywords

💡Power BI

Power BI is a suite of business analytics tools developed by Microsoft. It provides interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create, share, and consume insights. In the video, Power BI is the central theme, with updates and new features being discussed, such as Power BI Copilot and AI enhancements.

💡Power BI Copilot

Power BI Copilot is an AI-driven feature within Power BI that allows users to interact with their data using natural language queries. It's designed to simplify data analysis by enabling users to ask questions and receive visual responses. The script mentions that users can now ask Copilot for data from their entire semantic model in Power BI Desktop.

💡Semantic Model

In the context of Power BI, a semantic model represents the structure of the data, including relationships and calculations, which can be queried and visualized. The script discusses the ability to query this model using Power BI Copilot to answer user questions with visuals.

💡Visual Level Format Strings

Visual level format strings are a feature in Power BI that allow users to apply specific formatting to visuals, such as charts and graphs, independently of the underlying data model. The script explains that this feature, now in preview, provides more formatting options and can be used even without visual calculations.

💡Dynamic Per Recipient Subscriptions

This feature in Power BI allows for the distribution of personalized copies of reports to each recipient of an email subscription. The script highlights that it simplifies the process by letting users define which view of the report an individual receives, by specifying filters for their version of the report.

💡Deliver Subscriptions to OneDrive and SharePoint

The script introduces a feature that enables users to deliver Power BI and paginated report subscriptions to OneDrive or SharePoint locations. This is particularly useful for reports too large to be sent by email or for managing email quota usage effectively.

💡DAX Query View

DAX (Data Analysis Expressions) Query View is a feature that allows users to write and evaluate DAX queries directly on published semantic models. The script mentions that this feature is now available on the web, in addition to Power BI Desktop, enhancing the ability to perform data analysis and create measures.

💡Narrative Visual with Copilot

The Narrative Visual with Copilot is a feature that integrates storytelling capabilities with AI assistance in Power BI visuals. The script notes its availability in SAS embed, allowing users to refresh the visual with their data in secure and user-owned data scenarios.

💡Editor's Picks of the Quarter

This term refers to a selection of the most notable or recommended visualizations chosen by the Power BI team for a specific period. The script mentions that the video will highlight these picks, indicating new and noteworthy visuals in the Power BI app source.

💡Community Member

The script acknowledges a community member, Jennifer Ratten, who has made a significant positive impact within the Power BI community. She is recognized for her contributions, such as authoring solutions, providing replies, and volunteering at events like FabCon 2024.

Highlights

Introduction of the August edition of the Power BI Monthly Update by Jason Himmelstein.

Changes to monthly videos to make them more engaging, including new intro bumpers and slide designs.

Power BI Copilot's new capability to query the entire semantic model in Power BI Desktop.

Visual level format strings are now in preview, offering more formatting options.

Dynamic per recipient subscriptions are now generally available for personalized report distribution.

Delivering subscriptions to OneDrive and SharePoint is now generally available for large reports.

Updated save and upload to OneDrive flow in Power BI for improved file uploading experience.

Introduction of data limit capability to manage performance issues with visuals.

Enhancements to visual shapes and lines with new style options and consistency in legends and tool tips.

Demo of visual level format strings by Jeroen ter Heerdt, showcasing formatting options for visual calculations and measures.

General availability of dynamic per recipient subscriptions demo by Nirupama Srinivasan.

Delivery of subscriptions to OneDrive and SharePoint feature demo by Nirupama Srinivasan.

Updated save and upload to OneDrive flow demo in Power BI by Anita Ambalavanan.

DAX query view in the web for writing DAX queries directly on published semantic models.

Demo of DAX query view in the web by Zoe Douglas, including creating and editing measures.

Narrative visual with Copilot available in SAS embed for user-owned data scenarios.

Setup process for narrative visual with Copilot in embed for your organization scenarios.

Highlighting of new visualizations, editor's picks, and visuals in app source.

Community member Jennifer Ratten's recognition for her contributions to the Power BI community.

Invitation to the Power BI community forums for connection and question answering.

Notice of the next month's video release aligning with FabCon Europe announcements.

Transcripts

play00:00

(upbeat music)

play00:11

- Hello, Power BI community.

play00:13

This is the August edition of the Power BI Monthly Update.

play00:16

I'm Jason Himmelstein, Principal PM Manager

play00:18

for Content Strategy in Microsoft Fabric.

play00:20

Hopefully you've been enjoying the changes

play00:22

that we've been making to these monthly videos.

play00:24

From adding new intro bumpers

play00:27

to giving a different look to the slides

play00:28

and many more demos,

play00:30

we're looking for ways to make this video more engaging.

play00:34

And most importantly, we're working hard

play00:36

to answer questions you have in the comments.

play00:38

Keep the suggestions coming

play00:39

and we'll do our best to implement more positive changes.

play00:42

As always, for more information

play00:44

about the topics in this video,

play00:45

check out the updates blog.

play00:47

The link is in the video description below.

play00:50

Let's go ahead and get into it.

play00:52

Power BI Copilot and AI.

play00:54

You can now ask Copilot for data

play00:56

from your entire semantic model in Power BI Desktop.

play01:00

Just tell Copilot what you're looking for

play01:02

and Copilot will query your model

play01:04

to answer your questions with a visual.

play01:07

To use this new capability,

play01:08

you have to have the preview feature

play01:10

for Copilot chat pane in report view turned on.

play01:14

If you've already done this,

play01:15

then there's nothing else you need to do

play01:16

to utilize this new capability.

play01:18

Just go out and give it a try.

play01:20

Power BI reporting.

play01:22

Visual level format strings now in preview.

play01:25

Visual level format strings are here,

play01:27

providing you with more options to configure formatting.

play01:30

Originally built for visual calcs,

play01:33

the core ability that visual level format strings provide

play01:36

is the ability to format visual calcs.

play01:39

Since visual calcs are not in the model,

play01:41

you could not format them

play01:43

unless you were using them in data labels

play01:46

or in specific parts of the new card and new slicer visuals.

play01:51

Now with visual level format strings, you can.

play01:54

Visual level format strings, however,

play01:56

are useful even without any visual calcs.

play02:00

Dynamic per recipient subscriptions

play02:03

now generally available.

play02:04

Dynamic per recipient subscriptions for Power BI

play02:08

and paginated reports are now generally available.

play02:10

They are designed to simplify distribution

play02:12

of a personalized copy of each report

play02:15

to each recipient of an email subscription.

play02:19

You define which view of the report an individual receives

play02:22

by specifying which filters are applied

play02:24

to their version of the report.

play02:26

The feature is now available in sovereign clouds as well.

play02:29

Deliver subscriptions to OneDrive and SharePoint

play02:32

is now generally available.

play02:33

Do you have reports that are too large

play02:35

to be delivered by email or eating into your email quota

play02:39

in a short period of time

play02:40

that need to be moved to a different location?

play02:42

You can now deliver Power BI

play02:44

and paginated report subscriptions

play02:46

to OneDrive or SharePoint.

play02:47

With this capability, you can schedule

play02:49

and send full report attachments

play02:51

to OneDrive and SharePoint locations.

play02:54

Updated save and upload to OneDrive flow in Power BI.

play02:59

Beginning in the first week of August,

play03:00

desktop users should see a preview

play03:02

to turn on the updated save and upload

play03:06

to OneDrive experience in Power BI.

play03:08

To enable this, navigate to the preview features section

play03:11

of options in Power BI desktop.

play03:14

Users will then need to select

play03:15

saving to OneDrive and SharePoint

play03:17

uploads the file in the background.

play03:19

With these updates, we've improved the experience

play03:21

of uploading new Power BI files to OneDrive

play03:24

and easily upload new changes in the background.

play03:27

Data limit.

play03:29

We're excited to roll out a great update

play03:31

that will give you more control over your visuals.

play03:34

We are introducing the data limit capability.

play03:37

Your new best friend for managing performance hiccups.

play03:40

Have you ever had a visual that could just not handle

play03:43

the heat with too much data?

play03:44

Well, those days are over.

play03:46

With data limits, you set the maximum data load

play03:48

for a single session per visual.

play03:50

It's like putting your visuals on a diet,

play03:52

ensuring that they stay fit and perform at their best.

play03:56

Visuals, shapes and line enhancements.

play04:01

We've been fine tuning the visual enhancement

play04:03

of your reports, columns, bars, ribbons and lines,

play04:06

and have given you the reins

play04:08

to craft those Cartesians with precision.

play04:11

With our latest update,

play04:12

we are bringing the legends and tool tips up to speed.

play04:15

Now they will reflect the style enhancements

play04:17

you have applied to your visual shapes and lines,

play04:20

just as you intended.

play04:21

No more mismatched presentations,

play04:23

just seamless, stylish consistency.

play04:26

All right, time for some demos.

play04:28

First one is visual level format strings,

play04:30

now in preview by Jeroen ter Heerdt.

play04:33

- [Jeroen] If you've used visual calculations,

play04:35

you will have noticed that there was no way

play04:37

of formatting these calculations.

play04:39

So for example, I have a visual calculation here

play04:42

that calculates the profit percentage

play04:45

by dividing the profit by the sales amount.

play04:50

Notice how, even though it's clearly a percentage,

play04:52

it's shown as a decimal number.

play04:55

And of course we have the format function index,

play04:57

which I can use to format this.

play05:01

But this has the downside

play05:02

that it turns the output into text.

play05:04

So if I apply this,

play05:06

even though it looks fine on the visual matrix,

play05:08

you'll notice that the visual no longer works

play05:10

because now it's not a numerical value anymore, it's a text.

play05:14

So let's undo this real quick.

play05:16

There is however good news.

play05:19

We are introducing visual level format strings,

play05:21

which allow you to format values on a visual.

play05:24

We're introducing these

play05:25

as part of the visual calculations preview.

play05:28

So you will need to enable that first

play05:29

before you can use them.

play05:32

You can use these visual level format strings, however,

play05:35

to format not just visual calculations,

play05:38

but anything while you're visual.

play05:40

So I'm going to format the visual calculation

play05:42

from before as a percentage.

play05:45

So I'm going to enter the format name,

play05:47

switch to the general sections,

play05:49

and here's a new category called data format.

play05:52

In here, I can now select my profit percentage

play05:56

visual calculation,

play05:57

and I'm entering the same visual,

play05:59

the same format string as before.

play06:05

And now notice it is now formatted as a percentage,

play06:08

as well as the visual still works

play06:10

and is showing the visual as before

play06:13

because it's a numerical value still,

play06:16

and it's now nicely formatted in a percentage.

play06:22

This is great, but we don't stop there

play06:24

because as I said,

play06:28

this doesn't just work for visual calculations,

play06:30

it also works for anything in the model.

play06:32

So it works for anything on the visual.

play06:34

So let's format the measure

play06:35

that is on this visuals here.

play06:38

So I have a profit measure in my model.

play06:40

Let me just open that up,

play06:41

and we can see it's formatted in the model

play06:43

as a whole number.

play06:45

Okay, that's why this is now shown as a whole number

play06:48

on this table visual over here,

play06:49

as well as here on this column chart.

play06:53

Now let's say that for this column chart specifically,

play06:56

I would like to format that number as a currency,

play06:59

including the dollar sign,

play07:00

but I don't want to change the format in the model.

play07:03

I can do that now,

play07:04

thanks to these visual level format strings

play07:06

that we've just seen.

play07:07

So with the visual selected,

play07:09

I'll go into formatting pane again,

play07:10

general data format.

play07:13

And now let me select the profit

play07:15

and then say,

play07:17

indicate I want to format this by as a currency.

play07:23

So now notice that the data label,

play07:25

as well as the tool tips in this visual

play07:27

have updated to reflect these new settings.

play07:30

But again, the table visual on the right hasn't

play07:32

because that is using the model level format string.

play07:35

So far so good, but we're not done yet

play07:37

because I've shown you two levels of format string.

play07:39

The lowest level is the model level.

play07:41

This of course applies to anything in the model,

play07:43

which means columns, measures,

play07:47

but it also means that visual calculations

play07:49

cannot have a format string on the model level

play07:51

since they are not stored in the model.

play07:53

So the next level up is the visual level.

play07:56

We just use this to change the profit measure format

play08:00

to a currency in this specific visual.

play08:02

We also use that to format a visual calculation before.

play08:06

Now there's another level,

play08:08

the third level called element level format strings.

play08:11

And this level controls the format for your fields,

play08:13

measures, visual calculations

play08:15

for the exact element in the visual.

play08:17

And a format string set on a higher level

play08:19

overrides any lower level format string.

play08:22

So a visual level format string

play08:24

overrides a model level format string.

play08:26

While an element level format string

play08:29

overrides both the visual as well as the model level.

play08:33

This element level format string

play08:36

is currently only available

play08:37

for a limited number of visuals and elements,

play08:39

but it will be expanded in the near future.

play08:42

And the most prominent place you can use this today

play08:44

is in the data labels.

play08:45

So let's set a different format string

play08:47

for the profit measure in the data label here on this visual

play08:50

without changing the model nor visual level format string.

play08:54

Remember, what we're expecting to see

play08:56

is an unchanged format in the table visual

play08:58

because that's using the model level format string,

play09:01

which is set to a whole number.

play09:03

We also don't want to change the format of the tool tip

play09:06

because we want to keep that as formatted as a currency,

play09:09

but we only want to change the data label.

play09:11

So that's where we will use the element level format string

play09:14

for the data label to override the format

play09:16

for just the data label.

play09:18

So to do that, let's get into the format settings again,

play09:21

go to visual data labels, find value,

play09:25

and then indicate I want to work with profits

play09:27

and then set the display units to custom.

play09:31

Now I can enter a custom format code in here.

play09:35

So I'm formatting now as a currency,

play09:38

but then without any decimals.

play09:40

As you can see, the data labels have changed.

play09:44

Notice that it doesn't show any amounts

play09:46

and any decimals anymore.

play09:47

However, the tool tip shows the decimals as before

play09:50

because that isn't using the visual level format string.

play09:53

And finally, the model level format string

play09:55

is set to a whole number.

play09:56

So that's why the table here on the right hasn't updated.

play10:00

To get started with these visual level format strings,

play10:03

you first need to enable the visual calculations

play10:05

preview feature in your desktop settings.

play10:07

And then afterwards, you can use these three levels

play10:09

of format strings, model, visual, and element level

play10:12

to provide you with the maximum flexibility

play10:14

to get the formatting exactly as you want it.

play10:18

- [Jason] Our next demo

play10:19

is dynamic per recipient subscriptions

play10:21

that is now generally available by Nirupama Srinivasan.

play10:26

- [Nirupama] Extremely excited to announce

play10:30

the general availability

play10:30

of dynamic per recipient subscriptions.

play10:33

Let's get started with a quick demo.

play10:36

So here I have a sales overview report

play10:38

to which I'm going to subscribe.

play10:40

So I go ahead, click on subscribe on my report,

play10:44

then create a subscription,

play10:46

dynamic per recipient subscriptions.

play10:48

Now here, I can go ahead and pick the dataset

play10:51

that has the recipient data.

play10:53

So here I'm going to select the employee training data,

play10:56

click on next.

play10:59

I'm going to pick all of the information I need

play11:03

for the delivery of this subscription.

play11:06

So I pick the employee name,

play11:08

I'm going to pick their manager's name,

play11:10

I'm going to pick the email that

play11:12

we want this to be delivered to.

play11:14

I only want this to be delivered to employees

play11:18

who have completed the work that was assigned to them.

play11:23

And so I'm going to go ahead and pick status

play11:26

and I'll define the filter there.

play11:29

And I'm also going to pick category.

play11:31

I'll show you why in a minute.

play11:34

So first is I'm going to filter by status.

play11:38

I want to only send this to employees

play11:40

who have completed the task assigned to them.

play11:44

So I'm going to go ahead, click on completed.

play11:47

As you can see, I'm going to minimize the filter.

play11:51

You can only see those employees

play11:53

who have completed the training here.

play11:55

So I go ahead, filter the dataset, go next.

play12:00

I'm going to email this.

play12:02

So I'm going to go ahead and pick subscription name

play12:05

to be whatever the sales overview.

play12:07

I want the recipients to be picked from my dataset

play12:12

that I picked.

play12:13

So I'm going to go ahead and say, pick the email.

play12:17

I'm going to just have,

play12:20

I'm not going to add a specific email subject,

play12:22

it'll pick whatever is default.

play12:25

All of this looks fine.

play12:26

Go ahead, click next.

play12:27

I'm going to map my data.

play12:29

I'm going to go ahead and say my industry

play12:33

is the same as category.

play12:36

So that mapping, something that I want to do here.

play12:41

And then I want to be able to send this every day

play12:44

at 8:45 PM is what I want to do.

play12:47

Okay, go ahead, review your subscription.

play12:50

All of this looks fine.

play12:51

I'm going to go ahead and say save and close.

play12:54

Once you've done that, the subscription should fire.

play12:58

I'll just show you a sample subscription

play13:01

as I'm demoing this.

play13:02

This is what it would look like.

play13:03

And then the report gets delivered

play13:06

to those who have the status as complete.

play13:10

Thank you.

play13:11

- [Jason] The next demo is deliver subscriptions

play13:13

to OneDrive and SharePoint is now generally available.

play13:16

Welcome back Nirupama.

play13:18

- [Nirupama] Do you have really large reports

play13:21

that you send on a regular basis to your email

play13:24

and you want to solve the problem

play13:27

of extremely large inboxes?

play13:29

Look no further than our new feature

play13:32

where you can now subscribe to reports

play13:35

and send them to your OneDrive or SharePoint locations.

play13:40

Let's get started and learn how to do this.

play13:43

So I've used a sales and marketing report for this demo.

play13:47

Go ahead and click on subscribe.

play13:50

Once you do that, create a subscription

play13:52

and say standard subscriptions.

play13:55

Over here, I've named the subscription.

play13:57

I've left it as the default executive overview.

play14:00

I'm sending it to myself.

play14:03

I'm going to attach it as a full report.

play14:05

You have to if you need to send it to a SharePoint

play14:08

or a OneDrive location.

play14:10

I'm going to go ahead and click on PDF.

play14:14

I'm going to send it to the OneDrive location.

play14:19

I'm going to go ahead and pick my subscriptions folder.

play14:23

I have a folder called ODSP already created

play14:27

and I'm going to make sure it lands in this location.

play14:31

This feature is now generally available

play14:35

for you to use.

play14:38

Go ahead and pick the schedule here as well.

play14:40

So start date is just today.

play14:42

I want this to be sent only monthly

play14:46

and say I want to send it on the first of every month

play14:49

at 9 a.m.

play14:52

Same time zone.

play14:53

Then I want to also make sure

play14:56

I'm not getting a lot of these.

play14:57

So I'm just going to say 26th is the last day.

play14:59

Go ahead, save this subscription.

play15:03

So it's going to executive overview.

play15:05

It's going to my OneDrive SharePoint.

play15:08

You can now see that the report has been delivered.

play15:14

- [Jason] Our next demo is updated save and upload

play15:17

to OneDrive flow in Power BI by Anita Ambalavanan.

play15:22

- [Anita] With our new Power BI file,

play15:23

we're going to go and save it into OneDrive.

play15:26

We're going to locate the correct location

play15:27

in the OneDrive recent folder,

play15:29

rename our file and hit save.

play15:33

From there, since we're saving a new report

play15:35

for the first time, a dialog box will open

play15:38

indicating that the file is getting saved to OneDrive.

play15:41

Once the file has been saved,

play15:42

we can edit and modify the report.

play15:46

Once we make these changes, we can hit the save button

play15:49

and the report will automatically upload

play15:51

in the background to OneDrive

play15:53

in the original location we saved it at.

play15:56

Once the file has been uploaded in the background,

play15:59

we can click on the toolbar

play16:01

and get a link to the file in OneDrive.

play16:04

- [Jason] Power BI modeling.

play16:06

DAX query view in the web.

play16:08

Write DAX queries directly on your published semantic models

play16:12

with DAX query view for the web.

play16:14

DAX query view is no longer only available

play16:16

in Power BI Desktop, but easily accessible

play16:19

when you're in the workspace

play16:20

or semantic model details page.

play16:22

Let's go ahead and see a demo of this by Zoe Douglas.

play16:26

- [Zoe] DAX query view already available in Power BI Desktop

play16:29

is now available in the web.

play16:31

From your workspace, you can right click

play16:33

on a published semantic model you have permission to edit

play16:35

and simply choose write DAX queries.

play16:38

This will work with semantic models in import,

play16:41

direct query or direct link storage mode.

play16:44

Here I have a semantic model in direct link mode

play16:47

built from a lake house getting data from OneLake.

play16:50

So this DAX query is really creating the OneLake.

play16:53

The sample query shows me the top 100 rows of my date table

play16:56

and I can use other quick queries

play16:58

to get data from other tables and columns in my model

play17:01

using generated DAX queries.

play17:03

And I can quickly find out how

play17:05

many rows are in my fact table

play17:06

by writing the DAX query.

play17:08

Here I want to evaluate a scalar value

play17:11

so I put my DAX formula in curly braces

play17:13

to return it as a table for the results query.

play17:16

Using the format DAX function allows me

play17:18

to see the value a little nicer

play17:20

and I can even format the query to make it nicer to read.

play17:24

And here I see I have 1 billion rows in this table.

play17:28

In addition to typing DAX queries,

play17:30

you can add or change measures.

play17:33

Let's create a new measure

play17:34

to show the average cost per order.

play17:37

I already have a measure similar to this

play17:39

called average profit per order.

play17:41

So let's save some time and use that as a template.

play17:44

I use quick queries to define with references

play17:46

and evaluate this measure.

play17:48

Now I see the DAX formula for it,

play17:51

but also the fax formula is used

play17:53

in the reference measures.

play17:55

This way I can see the entire calculation flow.

play17:58

Not only can I see them, but I can edit any of them

play18:00

and then rerun the query to see how the results will change.

play18:04

Changes to the query scope measures

play18:05

do not change the model measures automatically.

play18:09

And I can hover over the measures in the DAX query

play18:11

to see which DAX formula is which.

play18:14

To speed up the measure creating process,

play18:16

let's first copy the average profit by order.

play18:19

I know there's a shortcut to copy selected lines.

play18:23

I can use the command palette to quickly find it

play18:25

and then use it.

play18:27

Now two quick changes to the measure and I'm done.

play18:30

I can use the same trick in the evaluate block

play18:32

so that I can see the new measure in action

play18:35

and simply click run.

play18:37

This looks to be the expected results.

play18:40

The new measure is not in my model,

play18:42

but there is a code lens action

play18:44

available to add new measure.

play18:46

But first let's clean up the change I made

play18:48

to the orders measure and format all these measures.

play18:52

Now I can see a button next to run

play18:55

shows I can update the model

play18:56

with all of these changes at once.

play18:59

Now I see my new measure is added to the model.

play19:02

Microsoft Fabric customers can not only run DAX queries

play19:06

with Direct Lake Power BI semantic models,

play19:09

but also use Fabric Copilot to help write

play19:11

and explain DAX queries in DAX query view.

play19:14

So take your data analytics to the next step today

play19:18

by writing DAX queries.

play19:20

- [Jason] Power BI embedded analytics.

play19:22

Narrative visual with Copilot available in SAS embed.

play19:26

The narrative visual with Copilot

play19:28

is available for user owned data scenarios or SAS

play19:32

and secure embed.

play19:34

This means when a user embeds a report,

play19:36

the narrative visual in a solution where users must sign in,

play19:40

they'll now be able to refresh the visual with their data.

play19:44

This is the first step on our Copilot embed journey.

play19:47

- [Carly] The narrative visual with Copilot is now supported

play19:49

in embed for your organization scenarios

play19:51

where the user owns the data and in secure embed scenarios.

play19:55

Now there is a little bit of setup required

play19:57

for the embed your organization scenarios to work properly.

play20:00

So let's go over to Microsoft Azure

play20:02

and check it out in Entra ID.

play20:05

Let's go to your registered application.

play20:08

And once we're here, we can go down to API permissions

play20:10

where we can see all of the permissions

play20:12

that your application already has.

play20:14

And we're going to add a new one that will allow Copilot

play20:16

to make sure that it's working properly

play20:19

within your application.

play20:22

Under APIs my organization uses, search for Power BI service

play20:25

and click delegated permissions.

play20:28

Here we can search for our specific permission

play20:30

under ML models.

play20:32

If you expand the options here,

play20:34

we can click this first one MLModel

play20:35

and we'll execute all.

play20:36

This is the one we need to make sure

play20:38

that Copilot works properly in our embedded solutions.

play20:42

This is all we need to do for this setup here.

play20:44

So let's go ahead and refresh the embedded solution

play20:47

that I already have.

play20:48

It's very simple.

play20:49

It does not look as good as the ones that you will create,

play20:51

I am sure.

play20:52

Let's go ahead and refresh this.

play20:54

I already have a report loaded here

play20:56

that has a narrative visual

play20:57

and you can see that I am not getting an error here.

play20:59

It is loading properly.

play21:01

And here I'll see my narrative load.

play21:04

And it of course is going to work perfectly with my slicers

play21:07

and all of the filters that I have on the page

play21:09

so that my end users and myself can stay up to date

play21:13

with all of the data in real time

play21:15

right here in my embedded solution.

play21:18

We can't wait to hear all the ways that you use it as well.

play21:21

- Visualizations.

play21:23

This month we're highlighting

play21:25

a whole bunch of visualizations for you.

play21:28

We have editor's picks of the quarter,

play21:31

new visuals in app source

play21:33

and another list of visuals for you to take a look at.

play21:36

Please enjoy.

play21:38

That's it for the updates.

play21:39

Each month we highlight a community member

play21:41

that's making a positive impact in our community.

play21:44

Meet Jennifer Ratten.

play21:45

Jennifer has been a Power BI community member since 2020.

play21:48

She's received over 300 kudos,

play21:50

authored over 180 solutions and has over 670 replies.

play21:56

Jennifer is a Learn Together series presenter

play21:58

and generously volunteered her time

play22:01

at FabCon 2024 in Las Vegas.

play22:04

Thank you for all you do Jennifer

play22:05

and thanks for being a part of our community.

play22:08

Well, that's all for this month.

play22:09

Please visit our Power BI community forums

play22:11

at aka.ms/pbicommunity.

play22:14

It's the best place for you to get connected with others

play22:17

and get your questions answered.

play22:19

Please continue to tell us

play22:21

how we can do better in the comments.

play22:23

We are listening.

play22:24

Like, comment, subscribe and thanks for watching.

play22:26

Next month's edition of this video

play22:28

will drop a little bit later in the month

play22:30

to align with our announcements at FabCon Europe.

play22:33

We look forward to sharing more with you at that time

play22:35

and hope to see you in person in Stockholm.

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Etiquetas Relacionadas
Power BIMonthly UpdateAI IntegrationData VisualizationDAX QueriesCopilot ChatDynamic SubscriptionsOneDrive UploadCommunity SpotlightData AnalyticsMicrosoft Fabric
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