DRAFT best practice, as proposed by Jon Marks (entered by Tito Perez) Best Practice / Procedure Do all data set modelling in Excel (PowerQuery + PowerPivot) Import the Excel PowerPivot model into Power BI desktop. Do not do any modelling in Power BI Desktop (add measures, tables, etc...) Apply any row-level security in Power BI desktop as needed Store the Power BI desktop .PBIX file in Power BI workspace's One Drive (the "data source" PBIX file) Add a data source to the workspace by connecting to the OneDrive "data source" .PBIX Create new reports using the workspace  / PowerBI service data source just added. That is: do not develop the report in the "Data Source" .PBIX Questions * naming convention / folder structino conventions to identify "data source" PBIX files from "report" PBIX files in OneDrive 

This Solution provides instructions for installation of Power BI Desktop on a Windows 10 desktop for Swinerton employees. All Swinerton employees who want to install Power BI Desktop are able to. This application is used to model datasets and design reports for publishing to group workspaces. Once Power BI Desktop has been installed through Microsoft Store, it will automatically be updated as Microsoft releases new versions - typically each month. Procedure Please follow the steps: 1. Launch the "Microsoft Store" app. The easiest way to do this is search "Microsoft Store" from the Windows start menu. Be sure to select the app: 2. Confirm you are signed in to the store with your Swinerton account email. You can do this by clicking on the person avatar in the top right of the app: 3. Search for "Power BI Desktop" from the list of apps available to you. If you see a lot of apps, you can search / filter for "Power BI" in the search bar: 4. Click "Install" to install the app to your computer.  Once it finishes installing it will then appear under your Start menu, or open it directly with the "Launch" button.

Summary Power BI Pro, a powerful new tool for working with data, is now available to all Swinerton employees by request and offers mobile applications for iPhones and Android devices. Audience All Swinerton Employees - anyone with an interest in working with data, and presenting reports, dashboards and visualizations. Introduction to Mobile Clients For an overview on mobile computing and Power BI, please review this article. iPhone and iOs Device installation information For step by step instructions on how to install the Power BI mobile client on iOs devices, please review this article. Android device installation information For step by step instructions on how to install the Power BI mobile client on iOs devices, please review this article. Key Tips: If you are new to Power BI, please review the training materials posted in Swinerton University to enable you to get the most out of your Power BI experience. You can also peruse Microsoft's Power BI video channel, which offers a number of excellent introductory videos.

Summary Support for Power BI is available to all employees. The type of support is driven by the type of data being worked with. We have three categories: Datamarts, Operational Datasets, and Self-Service/Ad Hoc reporting. Audience All Swinerton Employees - anyone with an interest in working with data, and presenting reports, dashboards and visualizations. DATAMARTS: Datamarts are highly-governed, trusted datasets. These typically involve complex data relationships across multiple sources. Datamarts are supported by the BTech Data Team through formal (Service Desk and Office Hours) and informal (phone calls) channels. OPERATIONAL DATASETS: Operational datasets are fast-paced, moderately governed ways of delivering data from trusted applications, such as CMiC. Datasets are supported by the BTech Data Team in conjunction with developers, designers, and SMEs in the business through formal (Service Desk and Office Hours) and informal (phone calls) channels. SELF-SERVICE REPORTING: Self service reports are generated through non-governed access to data, whether through self-developed spreadsheets or “cloud” services; with an emphasis on freedom to innovate Support for self-service reporting is provided by the report designer/developer. HOW TO REQUEST SUPPORT For issues with Datamarts or Operational Datasets, please file a standard ticket through the Service Desk software. Your ticket will be escalated to a member of our data team. For issues with Self-Service data and reports, please contact the dataset developer directly. Standard SLA response times will apply. Power BI issues will be categorized Medium Priority unless a presentation deadline is involved, in which case they will be Urgent. Additional Tips: If you are new to Power BI, please review the training materials posted in Swinerton University to enable you to get the most out of your Power BI experience. You can also peruse Microsoft's Power BI video channel, which offers a number of excellent introductory videos.

Power BI is a Microsoft product available to all Swinerton employees that includes a web-based application, smart phone apps, and a desktop developer application.  Using a cloud-based platform Power BI allow users to quickly & easily, visualize, analyze, and share data. Getting Help (from Swinerton) This help desk solution describes how to get assistance at Swinerton The Swinerton Data Office has weekly office hours via Skype conference for anybody to drop in. Details at: Data Office - Office Hours Getting Started (from Microsoft) Power BI - Basic Concepts of Power BI Service: https://docs.microsoft.com/en-us/power-bi/service-basic-concepts Getting started with the Power BI service: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-get-started/ Guided Learning includes a step-by-step tutorials that includes a good overview, including videos Training videos - Microsoft has a very good Power BI channel on YouTube including playlists that target particular subject areas. Microsoft is constantly adding features to Power BI. Follow their blog for the latest announcements & tips Be Sure To.... Use your Swinerton login information when signing into Power BI at https://app.powerbi.com/

How To Get a Power BI App/Report Overview In Power BI, apps bring related dashboards and reports together, all in one place. Apps are easy to find and install in the Power BI service (https://powerbi.com) and on your mobile device. After you install an app, you don't have to remember the names of a lot of different dashboards because they're all together in the app, in your browser or on your mobile device. With apps, whenever the app author releases updates, you automatically see the changes. The author also controls how often the data is scheduled to refresh, so you don't need to worry about keeping it up to date. How To Step-By-Step 1. Go to https://app.powerbi.com/home and make sure you are logged in with Microsoft and have necessary license.   2. Look to the left side bar, you should be able to see the “Apps” option. Click on it.   Note: If you don’t see the full left side bar, you can click on the App icon. You can also try clicking the 3-bar icon on the top left side to expand the full left side bar to get the view above.     3. On the “Apps” page, on the top right corner there is the “Get apps” button.   After clicking “Get apps” button, a pop page will appear. Choose “Organizational apps” to see all internal reports/apps available. Once you see the report would like to add for yourself, click on “Get it now” at the bottom of each report/app and the report would load for you.     Note: Once you have completed the above steps, the reports you have accessed before to should all be showing on the page that you were at beginning of step 3.

Bookmarks Overview Using bookmarks in Power BI help you capture the currently configured view of a report page, including filtering and the state of visuals, and later let you go back to that state by simply selecting the saved bookmark. You can also create a collection of bookmarks, arrange them in the order you want, and subsequently step through each bookmark in a presentation to highlight a series of insights, or the story you want to tell with your visuals and reports. Creating Bookmarks You can create bookmarks when designing reports in Power BI Desktop. To use bookmarks, select the View ribbon, then select the box for Bookmarks Pane. When you create a bookmark, the following elements are saved with the bookmark: The current page  Filters  Slicers  Sort order  Drill location  Visibility (of an object, using the Selection pane)  The focus or Spotlight modes of any visible object Bookmarks do not currently save the cross-highlighting state. Configure a report page the way you want it to appear in the bookmark. Once your report page and visuals are arranged how you want them, select Add from the Bookmarks pane to add a bookmark. Power BI Desktop creates a bookmark and gives it a generic name. You can easily rename, delete, or update a bookmark by selecting the ellipses next to the bookmark's name, then selecting an action from the menu that appears. Once you have a bookmark, you can display it by simply clicking on the bookmark in the Bookmarks pane.  You can also select whether each bookmark will apply data properties, such as filters and slicers, the display properties such as spotlight and its visibility, and page changes that presents the page that was visible when the bookmark was added. These capabilities are useful when you use bookmarks to switch between visual types - in which case you would likely want to turn data properties off, so filters aren't reset as users change visual types. To make such changes select the ellipses next to the bookmark's name, as shown in the previous image, then select or unselect the checkmarks next to Data, Display, and other controls. Using Bookmarks When you publish a report to the Power BI service with at least one bookmark, you can view and interact with those bookmarks in the Power BI service. When bookmarks are available in a report, you can select View > Bookmarks pane to show the bookmarks pane. In the Power BI service the Bookmarks pane operates just as it does in Power BI Desktop, including the ability to select View to show your bookmarks in order, like a slide show. Note that you must use the gray bookmark title bar to navigate through the bookmarks, and not the black arrows (the black arrows move you through report pages, not bookmarks). Bookmarks as a slide show When you have a collection of bookmarks you would like to present, in order, you can select View from the Bookmarks pane to begin a slideshow. When in View mode, there are a few features to notice: The name of the bookmark appears in the bookmark title bar, which appears at the bottom of the canvas.  The bookmark title bar has arrows that let you move to the next or previous bookmark.  You can exit View mode by selecting Exit from the Bookmarks pane or by selecting the X found in the bookmark title bar. When you're in View mode, you can close the Bookmarks pane (by clicking the X on that pane) to provide more space for your presentation. And, while in View mode, all visuals are interactive and available for cross-highlighting, just as they would otherwise be when interacting with them. Vendor Reference (Microsoft) Use bookmarks to share insights and build stories in Power BI Bookmarks as a slide show Bookmarks in the Power BI Service

Overview This article shows how to configure a Swinerton data mart hosted as a SQL Server Analysis Services (SSAS) tabular model as a Dataset in your team's Power BI app workspace. This will create a live connection to the data mart, which is a pre-configured data model with table relations, and field names already configured. Prerequisites User must be a Swinerton admin employee User must have edit permissions in your team's Power BI app workspace Procedure 1. Navigate to the Power BI app workspace you want to add the data mart as a data source in. Note that in this example, we are using the "Data Office - Training" workspace. 2. On the bottom left of the screen, click "Get Data" 3. Click "Get" in the "Databases" portion of the "Get Data" screen: 4. Click on "SQL Server Analysis Services": 5. Click "Connect" 6. Search for the SSAS data mart you want to connect to. Click on it: 7. Select the perspective in the model you wish to use. SSAS models sometimes have multiple perspectives, but typically there is just one, named "Model": 8. Once you've selected the perspective, it will be highlighted and the "Connect" button will be activated. Click "Connect": 9. After a moment, observe the connection to the data mart is ready to use as a data source in your team's Power BI app workspace:

Here is a simple hack to add an image to any of your report. Often users wish to add the Swinerton Logo and this is an easy way to do it. Save the image you want to add in jpg format Select Clustered Column chart in the visualization pane Add any field to the axis Select paintbrush. Add image. See the image in your report

Coming Soon