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Hello Gents, Here's how to setup a Power BI On-Premises Data Gateway to a On-Premises data source like Microsoft SQL Server or any other databases in Power BI Service so that you don't have to move your datasources elsewhere. The idea of a gateway is to keep your reports in the Power BI Service up to date of it's content through Schedule refresh or live connectivity. This is important so that stakeholders and top management can access the reports anytime through the app or website with updated information. So to setup a Power BI Data Gateway in your machine, just follow the steps provided below to accomplish the task at hand. I. Download Data Gateway For The Reports 1. Download datagateway from Microsoft Powerbi website: Connect to on-premises data sources with a Power BI gateway 2. Sign-in with your personal or domain account. 3. Choose on-premises data gateway (recommended) 4. Choose register a new gateway on this computer if fresh install. 5. Fill out on-premise...

Good Evening All! While I was creating a Power BI report last year,I was tasked to make a report restrict information for a given set of users in our organization. After googling for a few minutes or so, most of the results were pointing me to Row-Level Security. One of the few points mentioned by Microsoft's RLS documentation is that members of a workspace defined in the Power BI service have access to the datasets. In which case are the admins of the workspace. In this report project we have to restrict data through domain account emails. So to start setting up RLS, I need to tweak some settings for both Power BI Desktop and Power BI Service. I. Power BI Desktop 1. In my sample report, click on Modelling menu then choose Manage Roles. 2. Add New Role called Supervisor Information then click Create. 3. Select Supervisor Information Dataset that contains email or information that will be used to Filter data based on a current role. In this case, I chose the Supervisor Informati...

Good noon! I was recently confronted with an issue on dates not sorted correctly of which a date with this value 2020/10 (October 2020) appears in between of 2020/2 and 2020/1. This was based from an article I read on how to change the current date into a Current Month string and the data type for this calculated column is Text . As you can see from the image below, month of November which is the current month is translated as " Current Month ". But October 2020 is in between January and February 2020 respectively. And here's the calculated column DAX script. Current Month = IF ( MONTH ( 'SalesOrder' [OrderDate] ) = MONTH ( NOW () ) && YEAR ( 'SalesOrder' [OrderDate] ) = YEAR ( NOW () ), "Current Month" , YEAR ( SalesOrder[OrderDate] ) & "/" & MONTH ( SalesOrder[OrderDate] ) ) Since my datasource came from SQL Server database and the storage mode is DirectQuery , I can't just...

Good evening fellow developers, Here's how to display an employee hierarchy (employees and their supervisor/manager) using the Power BI Hierarchy Slicer custom visual. For this tutorial, I'm using the ContosoRetailDW database which can be downloaded from Microsoft's SQL Server database examples. This SQL Server database already has an Employee table of which an employee is assigned with a parentkey attribute. Next is to create a view that will be used as the Power BI's dataset. This view will has the employee name, employee id, manager name and manager id columns used in generating hierarchical levels in Power BI. Use ContosoRetailDW Go Create View vwEmployeeManager As SELECT [EmployeeKey] as [Employee ID] ,([FirstName] + ' ' + IsNull ([MiddleName], '' ) + ' ' + [LastName]) as [EmployeeName] , IsNull ([ParentEmployeeKey], 18) As [ManagerID] , IsNull (( Select [FirstName] + ' ' + IsNull ([MiddleNa...

Good evening Gents. I have been using the hierarchy slicer for quite some time and this has helped me solve the grouping mechanism of our reports. Lately, we have found issues such as the slicer is not working on Firefox and today, the last item of the slicer is cut-off/not visible even when you scroll. The issue appears on both Google Chrome and Microsoft Edge browsers. See screenshot below: When I checked on the docs,there's an open issue about the slicer's last item is cut-off if the search box is enabled. Don't know if this issue is related to that. See details here:  https://github.com/liprec/azurebi-docs/issues/124 . Even if I replaced the slicer with the recent version (2.1.4) still the issue appears. Upon doing some experiments, I came up with a solution and presented it to our Software Architect for approval.  Note that this is not the best solution, this is just a temporary workaround. I still recommend for the bug to be fixed and release a version that solves...

Guys, Here's a DAX formula that will perform union of two tables given their specific column names in Power BI. The trick is to use SELECTCOLUMNS () function for each table. Countries = UNION ( SELECTCOLUMNS ( 'Main Location' , "Countries" , 'Main Location' [Countries] ), SELECTCOLUMNS ( 'Sales' , "Countries" , 'Sales' [Countries] ) )

Gents, Today, I had an issue with month values in my line chart visual not sorting correctly. The month values were plainly text in type and it seems the line chart does not recognize it's order. In order for these to work, I need to create a month column to explicitly include the year and retrieve the value using DateValue() function. If the measure is added in the visual, set the proper date format in Power BI desktop for the line chart to recognize the proper sequence. MonthYear = var monthName = TRIM (GrossProfitTrend[MonthName]) Return SWITCH(monthName, "Jan" , DATEVALUE( MONTH ( DATE ( YEAR (NOW()), 1 , 1 )) & " " & YEAR (NOW())) , "Feb" , DATEVALUE( MONTH ( DATE ( YEAR (NOW()), 2 , 1 )) & " " & YEAR (NOW())) , "Mar" , DATEVALUE( MONTH ( DATE ( YEAR (NOW()), 3 , 1 )) & " " & YEAR (NOW())) , "Apr" , DATEVALUE( MONTH ( DATE ( YEAR (NOW()), 4 , 1 )...

Good evening fellow developers, I have a scenario wherein I will set the default value of a slicer to the current month by default. A link in the forums presented the solution below. Current Month = IF( MONTH ( 'Transactions' [transdate]) = Month (NOW()) && YEAR ( 'Transactions' [transdate]) = YEAR (NOW()), "Current Month" , Format( 'Transactions' [transdate], "YYYY mmmm" )) Since, I'm using DirectQuery connection, the Format() function isn't allowed in calculated columns. After doing some tweaking on my column, the fix that I've come up with was to extract the month and year individually and concatenate them and return that value to the Current Month column. Current Month = IF( MONTH ( 'Transactions' [transdate]) = Month (NOW()) && YEAR ( 'Transactions' [transdate]) = YEAR (NOW()), "Current Month" , Year ( 'Transactions' [transdate]) & "/" & Month...

Hello Team, I've started learning grasping the concepts of DAX through videos and blog posts using DAX Studio since most of the tasks I'm currently working are Power BI reports. I also want to experiment on how can I simplify or modify the formula using other functions so as to make it easier to understand. One example is a nested Filter() formula below. EVALUATE FILTER ( FILTER ( Products, Products[UnitPrice] > 50 ), Products[UnitsInStock] > 10 ) The first parameter of the outer FILTER() function is another filter which returns a table Products with UnitPrice of greater than 50. Then the second parameter filters the table returned by removing Products whose UnitInStock is less than or equal to 10. Upon recognizing the formula, I can simplify that to use AND() function and pass those two filter conditions in the function. The simplified formula, returns same results. EVALUATE FILTER ( Products, AND ( Products[UnitPrice] > 50 , Products[UnitsInStock]...

Hello Team, After configuring dataset refresh of our reports, we've been receiving this error called "DM_GWPipeline_Gateway_SpooledOperationMissing" for a month now and we have done a lot of research and possible solutions based from the forums and technical blogs. But none of them worked. Few weeks later, I just learned from our Lead Architect that the Virtual Machine of where the data gateway is setup was cloned. Due to the machine being cloned, both machines must have run the data gateway. So uninstalling the data gateway from the cloned machine solves the issue. Cheers

Here's a simple DAX formula that I learned from the forums on how to show the negative numbers into the Matrix Visual without negative sign but enclosed in parenthesis. Month Sales Formatted = FORMAT([ Month Sales Measure], "#,##0;(#,##0)" ) Cheers!

Good evening fellow developers. I have a Power BI Desktop file that points to two data sources. The two data sources references to one server but different databases. Since I will be using one database for now, I need to remove the other data source. Example datasources from the image are: CebuServer;DatabaseTest1 CebuServer;DatabaseTest2 I need to remove the datasource that points to DatabaseTest2 but there's no option to remove that. So in order to remove the DatabaseTest2 datasource, select that datasource and click Change Source button. The SQL Server database dialog will show up. Simply replace the Database name from DatabaseTest2 (The datasource to be removed) to DatabaseTest1 (the datasource to be retained) then click OK. The redundant or unused datasource will be removed. Cheers!

I have this DAX formula that counts the number of rows using Calculate() function with [RowCount] as the expression and a certain condition as the filter. CountARCurrent = CALCULATE([RowCount], AccountsReceivablesAging[ Current ] > 0 ) This works on most of the report's dataset however when I tried importing a new dataset, the formula above didn't work. The data used in the filter is a floating point number and the datasets involved in this project are imported via Direct Query. After searching the Power BI forums, I found an alternative solution which is to use COUNTROWS() function instead of [RowCount] as the expression. CountARCurrent = CALCULATE(COUNTROWS(AccountsReceivablesAging), AccountsReceivablesAging[ Current ] > 0 )

Hi, Just sharing a simple DAX formula to round off floating point numbers to int. AvgDayToPayRnd = Int (ROUND(AccountsReceivablesAging[AvgDayToPay], 0 )) First, you have to use the Round() function passing in the table column as the first parameter and 0 which means no trailing zeroes in the second parameter. Then cast that number to an integer type using the Int() function. Cheers!

Gents, Here's another simple tip on how to set the date slicer's default value for the current month given that today is the month of March (ex. March 1, 2020 and March 31, 2020). Click the date slicer and go the the Filters on this visual pane. Choose Relative date for Filter Type and is in this month for Show items when the value filter. When you click Apply Filter, the values in the date slicer will now reset to the current month. That's it!

Hi Fellow Programmers! At present I'm working on creating reports for the top management and stakeholders using Power BI. Since I'm done with my training, it's time for the real challenge. The first challenge was familiarizing with the Power BI Desktop on how to hide or show visuals on the report page. After familiarizing with the Power BI Desktop menus, I finally found it. All you need to is to go to the View Menu , then choose Selection in Show Panes . From there you can either hide or show the visual objects. Cheers!