在報告時, 使用者會有需求看累計的資料, 這時候就需要建立量值來做額外的計算.舉例如下:1. 建立量值 Saving in$ = SUMX('TableA',TableA[Saving in $])2. 使用快速量值Quick measures/ Running total, 建立running total的量值a. Quick measure之Base value是選擇要累計的量值, 如Saving in$b. Field則拉入欲累計時間軸 (如: Year-Month)c. 快速量值建立會如下:Saving in$ running total =
CALCULATE([Saving in$],
FILTER(ALLSELECTED('TableA'[Year-Month]),
ISONORAFTER('TableA'[Year-Month], MAX('TableA'[Year-Month]), DESC)))
d. 也可以改寫成
Saving in$ running total =
CALCULATE([Saving in$],
FILTER(ALLSELECTED('TableA'[Year-Month]),
TableA[Year-Month]<=MAX('TableA'[Year-Month])))
使用快速量值Quick measures/ Running total |
Base value是選擇要累計的量值
Field則拉入欲累計時間軸 (如: Year-Month |
|
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最近因為需要重複處理及連結一些資料，很浪費時間, 就問IT有沒有更好的辦法, 於是IT就分享可以用建立資料流程dataflow的方式給我, 研究了一下，還蠻方便的.
用Dataflow處理的好處在於同樣的資料只要在dataflow處理一次就好, 相關的報告就用這個資料去連就好, 也可以提升資料處理的效率, 報表效能也會比較好.
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Power BI desktop連結資料方式有許多種, 取幾個有在使用的分享如下.
1. 連結Power BI資料流程
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這是我在工作中常用的小技巧, 利用Sharepoint+Power BI整理一些需要的資料, 可以建立篩選的選項在sharepoint中, 這樣到power BI報表時, 就可以有這些選項去篩選.
1. 首先, 你要先有office365使用者身分, 在Sharepoint/ site content/ New/ List建立新的清單
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因為這篇文章(Power BI 101)的一些基本介紹都是寫英文的, 所以有些網友有需求要中文的, 所以才有產生了這篇文章.
但其實中文的有很多文章都有寫介紹也蠻詳細的, 我不想贅述, 所以用心智圖整理一下Power BI新手地圖在下面讓大家參考.
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剛好有個網友要之前上課的資料，我順便也要做教材給國外同事，所以先簡單整理起來。但比較抱歉的是，因為要給國外看，主要內容大多是英文的，有人需要看中文的，歡迎留言跟我說嚕！歡迎大家回饋起步有哪些資源可以運用，我再整合到這，這樣就可以幫助初學者了。針對中文的初學者, 我找到微軟很棒的資源, 請參考開始建置 Power BI
Power BI is a business analytics solution that lets you −visualize your data−share insights across your organization/ embed them in your app or website−Connect to hundreds of data sources and bring your data to life with live dashboards and reports.Power BI products - Power BI desktop•Connect to hundreds of data sources on premises and in the cloud.•Prepare and model your data with ease.•Provide advanced analytics with the familiarity of Excel•Create interactive reports customized for your business.•Author for everyone, anywhereDownload and install Microsoft Power BI Desktop from the website or use Microsoft store to install it. Microsoft store is a better solution due to the power BI software will be refreshed automatically once power BI desktop has new version released.Power BI service•Connect to hundreds of data sources, and visualize all your data with live dashboards and reports. Then share insights across your organization to fuel intelligent action.•Govern securely•If you need to share the report with a group, need to ask Power BI Pro license from your company IT or buy the license via Microsoft.•Access Power BI via office 365−Need to use office365 account to login.−If you are first time to use it, you need to register your account for Power BI.Power BI Premium•Power BI Premium gives you more consistent performance, support for large datavolumes, and the flexibility of a unified self-service and enterprise BI platform foreveryone in your organization.− Need to apply it to setup the sharing workspace as Power BI Premium.− Put the shared reports in Power BI Premium workspace and then distrube it via power BI app to share with others.- After applying Power BI Premium workspace successfully, the diamond icon will be displayed for the workspace.Data connection – Power BI data sources/ Connect to data in Power BI - documentation/ Create a report on a SharePoint List•Get the data from Power BI datasets−Datasets are under the workspace which belong to Power BI Premium.
Get the data/ power BI dataset |
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In case link the data via Power BI datasets, only report/ model can be used in power BI desktop and "Transform data" cannot be used. |
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Power BI data field/ format/ Analytics•Field: which data would like to display in charts/ tables•Format: chart/ table format setting•Analytics: only available for some chartsPower BI data – Query overview•Change data type•Data dispositionPower BI visuals (Visualization – import from market)•Visualization tables/ chartsShare Power BI report(need to publish to power BI workspace with Power BI Pro license)•Publish the report to Pro Power BI at office 365 workspace.−Only authorized workspace can be selected.−Only publish to Power BI premium workspace can share to authorized people to read it.•Click hyperlink to quickly access the report at Pro Power BI.Share Power BI report – App•Select which dashboard/ reports will be shared at App.−Only Power BI premium workspace can use App to share.Share Power BI report – authorized control for App•Only authorized people can read the shared reports via App.Schedule Power BI report auto refreshing time•Use setting to set report auto refreshing time.
[News]
"Today we’re announcing that for the 14th consecutive year1 Microsoft has been positioned as a Leader in the 2021 Gartner Magic Quadrant for Analytics and Business Intelligence Platforms. For the third year, Microsoft is positioned furthest to the right for completeness of vision and furthest up in the ability to execute within the Leaders’ quadrant."Source: Gartner (February 2020)Top 10 reasons customers tell us why they chose Power BIPower BI Insights, Office 365 productivity—integrated into Excel and Microsoft Teams.Connect to data anywhere with hundreds of built-in connectors with Power Query.Quickly build systems of intelligence with Power BI + Microsoft Azure Synapse Analytics.Go from insight to action with Microsoft Power Platform.Only BI product with built in Data Loss Prevention through Microsoft Information Protection and Microsoft Cloud App security.Industry leading AI to help you find answers fast.Best in class mobile experiences with Power BI Mobile.Cloud maturity—rely on one of the largest and fastest growing BI clouds.Rapid, user driven innovation—new features released weekly based user feedback.Economics to drive a data culture with access for everyone.
Power BI的入門影片- It’s ALL About Relationship!!!https://www.youtube.com/watch?v=qFYG2KKykCsPower BI 官方教學文件Dashboard in a Day - Power BI - MicrosoftPower BI 工程小組會每月更新所有 Dashboard in a Day 研討會的資產 (簡報者素材、示範用指令碼、學員逐步實作教室與資料集，外加如何順利進行活動的影片)，並 免費提供給所有 Microsoft 合作夥伴網路的合作夥伴。下載講師內容，包含簡報者素材、示範用指令碼，以及講師訓練素材。 需要將您的 Microsoft 帳戶綁定您的 Microsoft 合作夥伴網路識別碼，才可存取此內容。 英文 ， 其他語言
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Power BI role level security Power BI 的資料列層級安全性 (RLS): 可用以限制指定使用者的資料存取。 篩選會限制資料列層級的資料存取，您可以在角色中定義篩選。
Microsoft Docs中其實已經說明的蠻清楚了, 但說明中是中文介面, 我的介面是英文版, 就順便截下來讓跟我一樣是英文介面的人參考 學習的長禾 發表在 痞客邦 留言(0) 人氣(5,451)
如果Power BI圖表你只想讓它顯示最新當月份的資料, 可以用下面的方式. (還好有分享, 讓我學到更有效率的方式喔!)
1. 增加New measure, 去抓出當月的月份, DAX函數:
Today_YYMM = format(TODAY(),"YYYYMM")學習的長禾 發表在 痞客邦 留言(0) 人氣(5,183)
當Power BI報表需要有些但書去備註報表內容時, 可以使用Buttons/ Information功能.
插入Information的圖示在報表後, Action的type選擇Bookmark, Tooltips則輸入你要備註的文字.
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