Resources for Data-Driven Organizations

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                    [post_content] => When Power BI was released 6 years ago, one of the biggest criticisms was that the platform lacked enterprise scale features for governance and administration, however, over the past couple years the Power BI team has made strides in addressing this concern. In Part 3 of our 2020 in Review series, we will cover new features and enhancements to the product designed to help users who are responsible for administering the usage, deployment, and adoption of Power BI within their organizations. If you missed them, be sure to check out the Part 1 for Consumers and Part 2 for report Designers as well.

Read Part One | Read Part Two
 
 

Power BI Admins & Content Managers Updates
Updated Workspaces
The Power BI team made the new workspace experience generally available back in April of 2019 and we are now finally getting to the end of life for the original classic workspaces. We are expecting the classic workspaces to be deprecated by the middle of 2021.

You may have noticed that when you create a new Team in the Teams application (or any Office 365 group), a new Power BI classic Workspace is also created with the same name. This is because the classic Workspaces are tied to Office 365 groups which is automatically configured when you create a new team. Because of this, there is now a Power BI tenant setting to address this issue that can block the creation of classic workspaces and hide any classic workspaces that have not been used.

The new Workspaces provide many advantages including not being tied to an Office 365 group, more granular workspace permissions, ability to use security groups to manage users, contact lists, better usage metrics, and the ability to use shared datasets across workspaces. As of today, you must manually update workspaces in the workspace settings dialog, but the Power BI team has announced that they will release a way for Admins to bulk upgrade workspaces in 2021. Eventually all classic workspaces will be automatically upgraded.

Read More

 

 

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Shared and Certified Datasets
In May 2020, the ability to use the same dataset for many different reports across multiple workspaces was made generally available. Shared datasets allows Power BI admins and designers to build their reports connected to one single Dataset in the Power BI Service instead of having to manage many duplicated datasets. In addition, with Dataset Endorsements, datasets can now be promoted and certified as the trusted and authoritative dataset so that users are confident in the data.

Read More

 

 

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Data Source and Dataset Impact Analysis
You may have already seen the dataset impact analysis feature in Power BI that allows you to determine which reports and dashboards are connected to it across different workspaces. This is helpful for understanding which pieces of content will be affected by updates to a dataset. Now there is a similar feature called Data Source impact analysis that always you to click on a data source in the Lineage view of a workspace and see what datasets across the entire tenant use that data source. If you are thinking about modifying a data source than this is a critical feature that will allow you to see the impacts of those changes and alert on stakeholders beforehand. In addition, this feature gives Admins the ability to see what datasets, other than the certified datasets, are using the same data source so that you can reduce dataset redundancy and create a single version of the truth.

Dataset Info | Data Source Info

 

 

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Certified Reports and Apps (Preview)
Similar to the ability to endorse datasets, you can now label reports as either Certified, Promoted, or No endorsement. This gives users the assurance that they are making decisions based on information that has been validated and marked as trusted. In addition, content managers and PBI admins have the ability to tightly control and document who has the ability to endorse content to ensure the certification process is selective and governed. This is a great enterprise scale improvement that will help your organization distinguish between the growing number of reports within your company.

Read More

 

 

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Power BI App in Teams
This essentially allows users to have the full Power BI experience right within Teams so they no longer need to use a browser to reach the PBI service. See Part 1 for more information.

Read More

 

 

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Power BI Premium Gen 2 and Premium Per User (Premium) (Preview)
The next generation of Premium has a lot of updates including new licensing for individuals. There is now a Premium Per User license which is aimed at making PBI Premium more accessible to smaller organizations from a cost standpoint. You can give it a try for free while it is Preview.

Read More

For existing Premium SKUs, Gen 2 brings performance enhancements to all of the capacities, better monitoring metrics and reporting, and the ability to auto-scale when capacity limits are reached.

Read More

 

 

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Deployment Pipelines (Premium)
Until this year, managing the Power BI content lifecycle was manual and error prone. With the new Deployment Pipelines feature that are part of Power BI Premium, teams can build efficient processes for maintaining development, test, and production environments. Developers can selectively make changes to content in each stage of the life cycle including reconfiguring reports and dashboards to appropriate datasets and then quickly push the updates to the different stages.

Read More

 

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                    [post_title] => Power BI Updates for QuickLaunch Customers: 2020 in Review - Part 3 - Admins & Content Managers
                    [post_excerpt] => In the third part of our 2020 in Review series, we cover new features and enhancements to the product designed to help users who are responsible for administering the usage, deployment, and adoption of Power BI within their organizations.
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                    [post_content] => Designing reports and dashboards in Power BI is exciting because things are constantly being upgraded to make your life easier and more interesting. The Power BI team releases updates for Power BI Desktop on a monthly cadence. In the second part of our 2020 in Review series, we will review some of our favorite updates for Power BI users that are responsible for creating reports and dashboards.

 


Power BI Designers Updates
Decomposition Tree
This visual was generally released back in May and allows users to analyze a measure across multiple dimensions. While you can’t use the AI features of this visual in Live Connection mode to a SSAS Tabular model yet, it is still a valuable tool for ad hoc exploration and conducting root cause analysis.

Read More


 
Hierarchal Slicer
This is a long-awaited update that allows you to configure a hierarchy of fields to filter your report with. Before, if we wanted to set up a slicer on two related fields such as Product Group and Product Subgroup, we had to create two separate slicers which took up a lot of canvas real estate and required more clicks from users. Now we can use one slicer with a hierarchy to accomplish this.

Read More

 



 
Smart Narratives (Preview)
Natural Language Generation technology makes its way to the standard Power BI visualization family with this new AI visual.  This feature allows PBI designers to add dynamic, customizable narratives to their reports to address key take ways, point out trends, and explain the data on the canvas. Unfortunately, as of this writing, it only works with imported PBI data models and not live connections to SSAS or PBI Datasets.

Read More


 
Search for Workspace During Publish
Previously, as the number of workspaces grew at your organization, so did the time you had to spend scrolling when trying to publish a report. However now you can use the new search box in the publish menu to quickly find the workspace you would like to publish to and save yourself from carpel tunnel.

 

 
Totals for Stacked Visuals
If you are using the stacked bar and column charts in Power BI then you likely have had to find a work around to showing totals for the entire bar. Usually this meant doing some fancy visual overlay so that you really had two visuals working to accomplish this. Fortunately, with the latest release of Power BI Desktop this is now just a format setting under the Total Labels section.

 



 
Small Multiples (Preview)
Also known as Trellising or Lattice charts in the data viz world, this long-awaited feature allows you to present the same visualization, split by different slices of a data set, in an easy to interpret side-by-side format. For example, if you want to examine how your different Product Groups are performing, you can show the same Sales by Channel bar chart visual in four different charts broken out by each of the values within the Product Group dimension as seen in the image below. Since this is a complex Preview feature, there are many limitations and bugs that still need to be worked out.

Read More

 



 
Auto Report Generation (Preview)
You may have recently noticed a new button on the content navigation pane in the Power BI Service that says “Create”. This is a new way that users can quickly create reports by copy/pasting data from a spreadsheet. While we still recommend at this time that PBI Designers create Power BI reports for production using PBI Desktop, this new feature could be very handy for prototyping new reports and getting ideas for analysis. This is a great example of how automated machine learning is being integrated into Power BI and we're excited to see improvements to this feature to help all user quickly create compelling insights.

Read More

 

 

Stay tuned for Part 3 of the 2020 in Review series where we will take a look at some of the most important updates for users that administer Power BI and manage content. 
                    [post_title] => Power BI Updates for QuickLaunch Customers: 2020 in Review - Part 2 - Designers
                    [post_excerpt] => Designing reports and dashboards in Power BI is exciting because things are constantly being upgraded to make your life easier and more interesting. The Power BI team releases updates for Power BI Desktop on a monthly cadence. In the second part of our 2020 in Review series, we will review some of our favorite updates for Power BI users that are responsible for creating reports and dashboards.
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                    [post_content] => The Power BI team constantly rolls out new features and enhancements to the Power BI platform including updates to the Power BI Desktop, the Power BI Service, and the Power BI Mobile App. While it is awesome that Microsoft is committed to this continuous delivery strategy to quickly push updates into production, sometimes it can feel like drinking out of a firehose when trying to keep up with all the latest news. In this ongoing blog series, we will comb through all the updates to Power BI (and related Microsoft Data Analytics technologies) and present the ones that we think are most relevant to QuickLaunch customers based on the underlying architectures, processes, and strategies common to most QuickLaunch deployments.

Power BI usually releases new features first in the Preview phase so that they can test functionality and get feedback from the users. Once all the kinks are worked out, features are then made Generally Available which means they are production ready. At Preferred Strategies, we are often early adopters of these Preview features especially if the value added is significant compared to the risk. We will indicate which features are in Preview so that you can take that into account when thinking about implementing an update in your organization.

Power BI Premium is a subscription service from Microsoft that gives companies access to more enterprise features than what is offered through the standard Power BI Pro offering. Since some of our customers do not have a footprint in PBI Premium, we will specify which features are only available for Premium customers.

The updates will be categorized into three main parts which include:

 	
Power BI Consumers – Users that mainly interact with Power BI to consume insights
 	
Power BI Designers – People who are actively developing reports, dashboards, and data models
 	
Power BI Admins and Content Managers – Users who administer Power BI settings and maintain content in the Power BI Service

For the first installment of this blog series, we will cover the top updates from 2020 in three separate articles corresponding to the categories listed above. However, future posts will cover the updates within the last month. And without further adieu, let's jump into it!

 

Power BI Consumers
Power BI App in Teams (Preview)
With the new Power BI App in teams, consumers can view and discuss PBI content from the same place. This new integration essentially allows users to have the full Power BI experience within Teams so they no longer need to use a browser to reach the PBI service. Microsoft has been pretty good at integrating Power BI with other O365 applications such as Excel and PowerPoint so it is exciting to see them incorporate PBI into Teams so that data can be closer to the dialogue and decision making within organizations.

Read More

 



 

 
New User Interface for PBI Service
Power BI updated the UI for the PBI Service, making it cleaner and more user friendly. These updates have been in Preview for over a year but are now generally available as of November 2020.  While in preview, users had to use the New Look On/Off toggle switch in the top ribbon of the PBI Service to control what UI they were shown but now the new look is automatically enabled for everyone.

Learn More

 
Personalize Visuals
It is hard to make one version of a report that will satisfy every user in an organization. The Personalize Visuals feature allows consumers to make changes to the visualizations in a report while in reading view. This includes changing the visualization type, adding a legend, and changing the fields used within the visual. After making these updates, users can save them as a Personalized Bookmark so they can come back to them later without having to modify the existing report.

Learn More

 



 

 
Apply All Filters
By default in Power BI, when you change a filter value in the filter pane it simultaneously applies the updates to the report. In Live Connection mode to Analysis Services Tabular models and Power BI Datasets, this means that every time you change a slicer or filter, the report will send out new queries to the database and the visuals on the report will have to render again. In order to reduce the number or queries sent to the database and potentially the load time for consumers, there is a new feature that allows you to update all your filter values and then apply the changes all at the same time. This Apply All Filters features needs to be enabled in the report settings so ask your report designer to enable this functionality if you are interested in this.

Learn More

 



 

 
Rectangle Select (Preview)
Otherwise known as Lasso select in other applications, this functionality allows you to select multiple data points simultaneously by drawing a rectangle around the data points. It is supported for map, line, area, combo, stacked bar/column, clustered bar/column, 100% stacked bar/column, and clustered line and column charts. Use it to quickly analyze segments or clusters within your data.

 



 

Stay tuned for Part 2 of this blog installment which will cover updates for users that are designing Power BI reports.
                    [post_title] => Power BI Updates for QuickLaunch Customers: 2020 in Review - Part 1 - Consumers
                    [post_excerpt] => The Power BI team constantly rolls out new features and enhancements to the Power BI platform including updates to the Power BI Desktop, the Power BI Service, and the Power BI Mobile App. While it is awesome that Microsoft is committed to this continuous delivery strategy to quickly push updates into production, sometimes it can feel like drinking out of a firehose when trying to keep up with all the latest news.
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                    [post_title] => The Future of ERP Analytics with Machine Learning
                    [post_excerpt] => In this demo-filled glimpse into the future of analytics, we illustrate some of the unbiased insights that can be gained from a common JDE infrastructure with AI-enabled advanced analytics, natural-language query and generation, and smart data visualization.

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                    [post_title] => The Value of Being Data Driven Session 2: Self Service Analytics – A Key to Being Data Driven
                    [post_excerpt] => Do you have consistent, intuitive access to your business analytics? Get behind the scenes of Power BI to learn how you can tap into powerful self-service analytics.
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                    [post_title] => The Value of Being Data Driven Session 3: Best Practices Data Model – A 360-Degree View of Your Business
                    [post_excerpt] => Learn how to use Power BI and QuickLaunch to create a foundation of your JDE or Viewpoint data that delivers actionable information, a single version of the truth, and strong data governance. 
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                    [post_title] => The Value of Being Data Driven Session 4: The Potential of Advanced Analytics and How to Get There from Here
                    [post_excerpt] => Advance your analytics program to places you’ve never imagined. In this session, we’ll help you visualize the full potential of your JDE or Viewpoint data and set clear next steps for reaching your potential.

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                    [post_title] => The Value of Being Data Driven Session 1: Aligning Your Business and Data Strategies
                    [post_excerpt] => What are your business goals and do you have the right data strategy in place to help you get there? This session will help get your business goals and your data strategies in alignment. 
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                    [post_title] => Sukut Construction
                    [post_excerpt] => Learn how Sukut used QuickLaunch and PowerBI to create reports and dashboards in a fraction of the time previously required, giving management the data needed to proactively manage the business.
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            [post_content] => When Power BI was released 6 years ago, one of the biggest criticisms was that the platform lacked enterprise scale features for governance and administration, however, over the past couple years the Power BI team has made strides in addressing this concern. In Part 3 of our 2020 in Review series, we will cover new features and enhancements to the product designed to help users who are responsible for administering the usage, deployment, and adoption of Power BI within their organizations. If you missed them, be sure to check out the Part 1 for Consumers and Part 2 for report Designers as well.

Read Part One | Read Part Two
 
 

Power BI Admins & Content Managers Updates
Updated Workspaces
The Power BI team made the new workspace experience generally available back in April of 2019 and we are now finally getting to the end of life for the original classic workspaces. We are expecting the classic workspaces to be deprecated by the middle of 2021.

You may have noticed that when you create a new Team in the Teams application (or any Office 365 group), a new Power BI classic Workspace is also created with the same name. This is because the classic Workspaces are tied to Office 365 groups which is automatically configured when you create a new team. Because of this, there is now a Power BI tenant setting to address this issue that can block the creation of classic workspaces and hide any classic workspaces that have not been used.

The new Workspaces provide many advantages including not being tied to an Office 365 group, more granular workspace permissions, ability to use security groups to manage users, contact lists, better usage metrics, and the ability to use shared datasets across workspaces. As of today, you must manually update workspaces in the workspace settings dialog, but the Power BI team has announced that they will release a way for Admins to bulk upgrade workspaces in 2021. Eventually all classic workspaces will be automatically upgraded.

Read More

 

 

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Shared and Certified Datasets
In May 2020, the ability to use the same dataset for many different reports across multiple workspaces was made generally available. Shared datasets allows Power BI admins and designers to build their reports connected to one single Dataset in the Power BI Service instead of having to manage many duplicated datasets. In addition, with Dataset Endorsements, datasets can now be promoted and certified as the trusted and authoritative dataset so that users are confident in the data.

Read More

 

 

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Data Source and Dataset Impact Analysis
You may have already seen the dataset impact analysis feature in Power BI that allows you to determine which reports and dashboards are connected to it across different workspaces. This is helpful for understanding which pieces of content will be affected by updates to a dataset. Now there is a similar feature called Data Source impact analysis that always you to click on a data source in the Lineage view of a workspace and see what datasets across the entire tenant use that data source. If you are thinking about modifying a data source than this is a critical feature that will allow you to see the impacts of those changes and alert on stakeholders beforehand. In addition, this feature gives Admins the ability to see what datasets, other than the certified datasets, are using the same data source so that you can reduce dataset redundancy and create a single version of the truth.

Dataset Info | Data Source Info

 

 

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Certified Reports and Apps (Preview)
Similar to the ability to endorse datasets, you can now label reports as either Certified, Promoted, or No endorsement. This gives users the assurance that they are making decisions based on information that has been validated and marked as trusted. In addition, content managers and PBI admins have the ability to tightly control and document who has the ability to endorse content to ensure the certification process is selective and governed. This is a great enterprise scale improvement that will help your organization distinguish between the growing number of reports within your company.

Read More

 

 

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Power BI App in Teams
This essentially allows users to have the full Power BI experience right within Teams so they no longer need to use a browser to reach the PBI service. See Part 1 for more information.

Read More

 

 

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Power BI Premium Gen 2 and Premium Per User (Premium) (Preview)
The next generation of Premium has a lot of updates including new licensing for individuals. There is now a Premium Per User license which is aimed at making PBI Premium more accessible to smaller organizations from a cost standpoint. You can give it a try for free while it is Preview.

Read More

For existing Premium SKUs, Gen 2 brings performance enhancements to all of the capacities, better monitoring metrics and reporting, and the ability to auto-scale when capacity limits are reached.

Read More

 

 

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Deployment Pipelines (Premium)
Until this year, managing the Power BI content lifecycle was manual and error prone. With the new Deployment Pipelines feature that are part of Power BI Premium, teams can build efficient processes for maintaining development, test, and production environments. Developers can selectively make changes to content in each stage of the life cycle including reconfiguring reports and dashboards to appropriate datasets and then quickly push the updates to the different stages.

Read More

 

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Blog

Power BI Updates for QuickLaunch Customers: 2020 in Review – Part 3 – Admins & Content Managers

January 15, 2021

In the third part of our 2020 in Review series, we cover new features and enhancements to the product designed to help users who are responsible for administering the usage, deployment, and adoption of Power BI within their organizations.

READ MORE >

Blog

Power BI Updates for QuickLaunch Customers: 2020 in Review – Part 2 – Designers

December 23, 2020

Designing reports and dashboards in Power BI is exciting because things are constantly being upgraded to make your life easier and more interesting. The Power BI team releases updates for Power BI Desktop on a monthly cadence. In the second part of our 2020 in Review series, we will review some of our favorite updates for Power BI users that are responsible for creating reports and dashboards.

READ MORE >

Blog

Power BI Updates for QuickLaunch Customers: 2020 in Review – Part 1 – Consumers

December 15, 2020

The Power BI team constantly rolls out new features and enhancements to the Power BI platform including updates to the Power BI Desktop, the Power BI Service, and the Power BI Mobile App. While it is awesome that Microsoft is committed to this continuous delivery strategy to quickly push updates into production, sometimes it can feel like drinking out of a firehose when trying to keep up with all the latest news.

READ MORE >

Webinar

The Future of ERP Analytics with Machine Learning

In this demo-filled glimpse into the future of analytics, we illustrate some of the unbiased insights that can be gained from a common JDE infrastructure with AI-enabled advanced analytics, natural-language query and generation, and smart data visualization.

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Webinar

The Value of Being Data Driven Session 2: Self Service Analytics – A Key to Being Data Driven

Do you have consistent, intuitive access to your business analytics? Get behind the scenes of Power BI to learn how you can tap into powerful self-service analytics.

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Webinar

The Value of Being Data Driven Session 3: Best Practices Data Model – A 360-Degree View of Your Business

Learn how to use Power BI and QuickLaunch to create a foundation of your JDE or Viewpoint data that delivers actionable information, a single version of the truth, and strong data governance.

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Webinar

The Value of Being Data Driven Session 4: The Potential of Advanced Analytics and How to Get There from Here

Advance your analytics program to places you’ve never imagined. In this session, we’ll help you visualize the full potential of your JDE or Viewpoint data and set clear next steps for reaching your potential.

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Webinar

The Value of Being Data Driven Session 1: Aligning Your Business and Data Strategies

What are your business goals and do you have the right data strategy in place to help you get there? This session will help get your business goals and your data strategies in alignment.

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Case Study

Sukut Construction

Learn how Sukut used QuickLaunch and PowerBI to create reports and dashboards in a fraction of the time previously required, giving management the data needed to proactively manage the business.

READ NOW >