Compare and contrast your data. Venn Diagram by MAQ Software displays logical relationships between a collection of datasets, each represented as a circle. In Power BI as visuals interact with each other, you can look at your resource allocation, task completion, remaining tasks in different perspective and get a firm handle on the future. Gantt charts are indispensable part of project management portfolio. To create or update an app, you need a Power BI Pro license. For app consumers, there are two options. Option 1 The workspace for this app is not in a Power BI Premium capacity: All business users need Power BI Pro licenses to view your app. Option 2 The workspace for this app is in a Power BI Premium capacity: Business users without Power BI. Hello everyone, I am running into a weird issue when i run a report in power bi service. There is an image that i added to the report and the image postion and report looks good in a windows machine (Chrome browser). But, in a macbook, the same image gets displaced when i view the report using Chr.
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Today we are pleased to announce the availability of Power Apps Common Data Service(CDS) connector to Power BI desktop as a preview. You can now create rich reports with the data in CDS using Power BI desktop, the authoring tool for Power BI. Using the full power of Power BI, you can then go on to create and share stunning dashboards with users in your organization.
We have worked very closely with Power BI team to develop this connector. If you have downloaded the February update of Power BI desktop, you already have access to the connector. Power BI is intimately aware of PowerApps and CDS. The PowerApps CDS connector enables you to leverage key features built into CDS and PowerApps in Power BI.
Important: This feature was available initially as preview to selected customers (or databases, more accurately) based in USA. The preview is now closed. Further details will be provided soon.
Reports reflect real time data
There’s no need to schedule a refresh in Power BI. When the data is updated in CDS, changes are reflected in reports. Reports are interactive and responsive. You can interactively explore CDS data using the capabilities of Power BI.
Power BI respects security policies defined in CDS
When you secure CDS entities using policies for a set of users, the same permissions are applied to Power BI reports. As an author writing Power BI reports, you can only report against the entities to which you have been granted access in CDS. As an author, when you share reports with your peers in PowerBI.com, your peers can only see the data they are allowed to access in CDS. You do not need to secure data explicitly within Power BI.
Power BI is aware of rich data types and relationships defined in CDS
CDS enables makers to define rich data types such as Address, Boolean, and Currency when you add fields to an entity. In addition to rich types, makers can also define a list of values, called picklists. These types are recognized by Power BI as first class data types. For an example, when you report using an address field, Power BI shows a map as a default visualization.
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Entities are presented by subject areas (perspectives)
While CDS contains a rich set of entities representing many business areas, as a Report writer, you may be interested in creating reports by focusing on a business question or a subject area. To make it easier to report on a given business question or a subject area, we have organized entities into a set of ready-made subject areas called Perspectives. A perspective offers a “view into data” from a reporting point of view.
At the time of launch, we have categorized the entities in to 10 perspectives as follows.
Ready-made Perspective | Entities* | Examples of business questions that can be answered using the perspective |
Sales Orders | Sales Order, Sales Order charge, Sales Order Tax, Worker, Contact, Opportunity, Account | Are our Sales Orders coming from a specific customer segment or a region? Value of Sales Orders at hand compared to the estimated value of Opportunity |
Sales Order Lines | Sales Order, Sales Order line, Sales Order line charge, Sales Order line Tax, Sales order line shipment, Product, Opportunity, Account | Market basket analysis (ie. are buyers of beer also buying diapers?) Orders where we have partial (or delayed) shipments |
Sales Invoices | Sales invoice, Sales Order, Sales invoice charge, Sales invoice Tax, Account, Contact | Estimated opportunity vs. total invoiced amount (ie. how much more business can we get?) Who should I call to get my money? (ie. amount, due date by account contact) |
Sales Invoice Lines | Sales invoice line, Sales invoice, Sales Order, Sales invoice charge, Sales invoice Tax, Account, Contact | Are we offering larger than usual Discounts to specific accounts or products? Order lines with Partial (or delayed) shipments (ie. are we shipping some products always late?) |
Purchase Orders | Purchase Order, Purchase Order charge, Purchase Order Tax, Contact | We buy a lot! – are we getting good discounts from our vendors ? Total taxes owed to various statutory bodies |
Purchase Order lines | https://cdsdgxp.weebly.com/mac-book-feature-apps.html. Purchase Order Line, Purchase Order, Purchase Order line charge, Purchase Order line Tax, Contact, Vendor Purchase Order Line Receipt, Product | Most frequently purchased products (and vendors from whom we buy) Vendors who consistently deliver late to us |
Vendor Invoice | Vendor Invoice, Vendor Purchase Order, Vendor Invoice Charge Vendor Invoice Tax Worker Contact | Which bill should I pay (and which ones can we delay) Total taxes owed to statutory bodies and when must I pay |
Vendor Invoice Lines | Vendor Invoice Lines Product Vendor Invoice Cheap mac graphics app. Purchase Order Line Vendor Invoice Line Tax Vendor Invoice Line Charge | Which vendor bill should I settle first (or which vendor relationships/ products are strategic to our relationship?) Time elapsed from Order to receipt/payment |
Cases | Case Account Worker Contact | Case load per person by time What are the most common cases and where do they originate from? |
Case Activity | Case Activity Case Contact Account Worker | Case history timeline Cases where we are awaiting inputs from customer |
*You may notice that we have renamed some of the Entities within perspectives to provide better context for business questions.
When you extend the ready-made entities by adding fields, they will be reflected in Power BI desktop under the respective perspective (no pun intended) and you can use them in reports right away.
As we add more ready-made entities into CDS, we will introduce more perspectives that answer valuable business questions. Soon, we will also enable you to define your own perspectives or, extend ready-made perspectives by adding your own entities.
Enabling Power BI integration in PowerApps
So how do you start reporting with Power BI? – during preview, you would need to enable Power BI integration feature using the admin portal in PowerApps (admin.PowerApps.com). If your CDS environment happens to be in a region where this feature is enabled, and if you have been selected for the preview, you will see an option to enable the feature. You need to enable the feature only once per database.
Important: This feature was available initially as preview to selected customers (or databases, more accurately) based in USA. The preview is now closed. Further details will be provided soon.
Click the button to enable the feature and you are ready to go.
Who can write reports
All the makers in your CDS environment can write reports using Power BI desktop. If you wish to restrict data to makers, you can define security policies in CDS and associates makers to the policies. (You can add your report writers as makers or define security policies using the Administration portal in PowerApps)
Before they can start writing reports, they have to login to the PowerApps environment at least once to confirm that they are a maker.
Writing reports
Now let’s write some reports in Power BI desktop. Launch Power BI desktop (November update or later, preferably February update) and select the PowerApps connector shown in the get data menu
![Power Bi Mac App Power Bi Mac App](/uploads/1/3/4/2/134258243/179838583.png)
If you are already logged into Power BI desktop, you will be asked to choose an environment to report on. If not, system will ask you to login with your school or work (AAD) account.
If you have access to multiple CDS environments, that is, you have been designated as a maker in more than one CDS environment, you need to select the environment you need to report on.
Next you will be shown a list of Perspectives to report on.
On choosing a perspective, you will be shown the list of Entities for reporting.
For more information you can refer to the Power BI blog post here: https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-connector-for-powerapps-common-data-service
Publish CDS reports to PowerBI.com
You can publish the reports to PowerBI.com and share with your peers.
These reports, along with the reports that you create in Power BI, can be can be shared with users in your organization using capabilities of Power BI.
Power BI licensing requirements
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As a maker, you can create reports using CDS environments in Power BI desktop without requiring a Power BI license. Makers can also publish their reports to PowerBI.com with a pro or a free license.
Users who view reports built using the PowerApps CDS connector, will require Power BI pro license. If you do not have a Power BI pro license, you can choose to go with a Power BI pro trial license and all the functionality will be available to you.
“Powerful alone. Better together”. If you believe in this, then this blog will help you to understand how integrating two different robust tools (Power BI and Power Apps) enables you to quickly deliver something amazing. Both Power BI and Power Apps are part of the Microsoft Power Platform.
Power BI is a business analytics tool with exceptional visualization characteristics. Using PowerApps visual in Power BI allows you to enable the power of PowerApps into Power BI reports. This visual adds another layer of functionality into the Power BI report.
Scenario
A business uses Power BI for their analytic reporting. The user’s requirement is to investigate and identify the customers with overdue invoices and ability to follow up by sending an email with the details, directly from the Power BI report.
Approach
Our goal is to create a Power BI report and include a PowerApps visual into it. The Power BI report will allow users to do analysis and identify the customers having overdue invoices, and using PowerApps visual we will enable the functionality of sending an email from the Power BI report.
Let’s start by creating a dataset for the Power BI report. For this example, I am using SQLServer as a source with 'Adventureworks' sample data. First create a sample “InvoiceData” table and insert data into it for our reporting.
Now create a Power BI report. Open Power BI desktop and use “Get data” to connect with the “InvoiceData” table. Choose data connectivity as Import or DirectQuery based on your data refresh requirement. For more information on storage mode and dataset refresh refer here.
Below is the report created using Power BI desktop. I have left some space in the canvas for the PowerApps visual control (to add later). Publish the report to Power BI service.
To calculate Due over days, create a calculated column using DAX
Due Over (Days) = DATEDIFF(DueDate,Today(),DAY)
Due Over (Days) = DATEDIFF(DueDate,Today(),DAY)
After publishing the report to the Power BI service, switch to report edit mode and insert the PowerApps visual in the report. It will also show instructions on how to get started.
Start by selecting the fields you want to include in the app. As soon as you add the first field, the PowerApps visual will ask you to select “Choose app” or “Create new”. Click on “Create new”.
An existing app works only if it were previously created from the Power BI service. If you want to use existing app, you may need to make some changes to get the data integration part work properly, PowerBIIntegration is key for data integration between Power BI and PowerApps.
Clicking 'Create new' will take you to the PowerApps studio, where you design the app. The PowerApps connects and triggers data refresh through a function called PowerBIIntegration.
You can now adjust and design the layout of the default gallery. For this example, I have created two screens.
Screen 1- To show order and customer details
Screen 2- To send an email to the selected customer with information
Screen 2- To send an email to the selected customer with information
Create the item controls and change the data points for the gallery items. Use the function ThisItem.ColumnName for the current record in a Gallery or form control.
Next, we will add a second screen for email. Go to the Home tab and click on new screen and choose blank.
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Let us add label controls, text controls and a HTMLText for the email body and design our Screen 2. It's important to set the text property to gallery1.selected.columnname to auto populate the values in the Screen 2 based on the Screen 1 selection.
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Add an email icon on the top right (or wherever you prefer) to use it to send an email on click. Set the 'OnSelect' property to this expression:
Office365.SendEmailV2(TextInput1.Text,SubjectTxt.Text, HtmlText1.HtmlText); Notify( 'Mail Sent :)',Success)
Office365.SendEmailV2(TextInput1.Text,SubjectTxt.Text, HtmlText1.HtmlText); Notify( 'Mail Sent :)',Success)
Give the app a name and save it. Now switch back to your Power BI report. Your PowerApps visual will now show the newly created app in the Power BI report. Save the report.
Here, in our example the customer details are displayed, you can select any record items in the report, and the data in the app updates. Select any record and click the '>' icon to go to the email screen.
On clicking the email icon, you will be able to send an email directly from the Power BI report.
Conclusion
By combining Power BI and Power Apps users can build powerful analytic solutions which enhances analytic visualisation as well as enable users to act right away from the Power BI report.