Category Archives: Business Intelligence

Because business should be, but usually needs our help

Power BI Is Finally in the Azure Trust Center

With the most recent announcement of Power BI’s inclusion in the Azure Trust Center, it is a good time to review where we are today with Power BI security and compliance as it relates to various customer needs. I do a lot of work with financial, energy, and medical customers. These groups represent a large amount of compliance and regulation needs. I wanted to understand where we are today and this announcement is significant.

What’s in the Announcement?

One the primary roadblocks to accepting the Power BI service has been the lack of compliance and concerns around security. Microsoft has been making a number of enterprise level improvement to the Power BI service and desktop. Power BI now has the following compliance certifications:

PowerBI Compliance 2016

This announcement shows Microsoft’s continued commitment to security and compliance in its cloud based products. While Power BI is not yet to the level of Office 365, some key compliance areas are now covered.

I think the most significant compliance certification is HIPAA/HITECH which removes barriers related for the medical industry. As hospitals, insurance companies, and providers scramble to meet reporting demands from their customers and the government, Power BI gives them a flexible reporting and visualization platform to meet those needs. It will empower self-service in the organizations and departmental or enterprise collaboration with data. The HIPAA/HITECH certification will allow them to use the platform with more confidence and security.

Beyond medical, more institutions will be able to rely on Power BI in a manner that is compliant and safe. As Microsoft continues this journey with Power BI and its other Azure based offerings, customers will be able to react more quickly to the changing business and regulatory environments with confidence in the security and management of their data.

The Reality – You Are as Secure as You Choose to Be

Even with this significant move by Microsoft, you are still responsible for implementing a secure, compliant solution. Microsoft is merely providing tools that are secure and will comply with regulations if implemented correctly. The key to a secure environment will always be you. The data you use and analyze with Power BI is ultimately your responsibility.

I encourage you to review the following resources in addition to the ones above as you determine your security and compliance within the Power BI product:

 

Excel Tip #30: Excel Services Visual Limitations – Displaying Images

As I mentioned in my original post, Exploring Excel 2013 as Microsoft’s BI Client, I will be posting tips regularly about using Excel 2013 and later.  Much of the content will be a result of my daily interactions with business users and other BI devs.  In order to not forget what I learn or discover, I write it down … here.  I hope you too will discover something new you can use.  Enjoy!

Introducing Brian Wright – Guest Blogger

Brian Wright

Today, I am happy to announce that Brian will be joining DataOnWheels as a guest blogger. I have worked with Brian over the past couple of years and his Excel visualization skills are great. I look forward to his contributions to the Excel Tips series and other BI related topics. Thanks Brian.

Hello Data on Wheels Readers! Let’s start this blog post by letting you know a few things about myself. First, I am not a professional writer, blogger, or ever social guru, but I am passionate about what I do. I love data visualization. Watching boring data come to life in a visual report or dashboard is my “thing”. Secondly, when things don’t work the way I think they should, I become obsessed in finding out a way around it.

Images Are Not Displayed in Excel Services

That is what leads us to this blog post today. In the limited environment I work within, Excel Services is used quite often in our BI suite of tools. When I realized that the ever so important images I was adding in my Excel workbooks would not show on Excel Services, my obsession kicked in.

Here is the trick or hack. (Using the word hack makes me look much cooler in my kid’s eyes). Wherever you want your picture within your workbook, simply add a chart. Yes, you read correct, simply add a chart.

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Using Charts to Display Images

The trick here is not to link the chart to any type of data at all. Just leave it blank. Right Click on the blank chart and navigate to “Format Chart Area”. Navigate to the fill area and select “Pattern or Texture Fill”.

Next, click on the File Button and select your image. Your image will now show as a background image in your chart. Save and then voila!

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Once Excel Services displays your workbook, you will be pleasantly surprised to see your image right where you want it!

Boston BI User Group Meeting–Dashboard Design with Microsoft: Power BI vs Datazen (10/13/15)

Boston BI User Group

Thanks for joining Anthony Martin (@SQLMartini) and I at the Boston BI User Group Meeting in October. During the session, we demo’d and built dashboards in Power BI Desktop and Datazen Publisher.

Power BI

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www.powerbi.com

Couple of thoughts from our demo:

  • Power BI is a way to get data, model data, and visualize it
  • Power BI Desktop allows you to work with data on your PC
  • Power BI is experiencing a lot of change – for example over 40 changes were applied in September 2015
  • Power BI has an open API that allows you to customize the experience

Datazen

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www.datazen.com

Couple of thoughts from our demo:

  • Design first scenario – make it look good, then shape data to match
  • Datazen publisher allows us to create dashboard for many different profiles
  • Datazen handles custom shapes

Additional Training from Pragmatic Works

Questions from the Session

Can you use links in Datazen to support drillthrough?

Yes. You can find more information here: Drill-throughs to Other Dashboards or Custom URLs.

Power BI API Development

You have the ability customize Power BI. Check out the contest winners to get some ideas of what is possible.

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Details about the solutions can be found on the Power BI blog: http://community.powerbi.com/t5/Best-Visual-Contest/con-p/best_visual_contest/tab/entries.

You can find more about custom visuals here: https://powerbi.microsoft.com/en-us/custom-visuals.

Thanks again for joining us.

SQL Saturday #437–Boston BI Edition 2015–You Can Still Analyze Data with T-SQL

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Thanks for attending my session on analyzing data with TSQL. I hope you learned something you can take back and use in your projects or at your work. You will find an link to the session and code I used below. If you have any questions about the session post them in comments and I will try to get you the answers.

The presentation can be found here: Analyzing with TSQL

The code was put into a Word document that you can get here: Code to support the analysis with TSQL Sessions

This session is also backed by an existing blog series I have written.

T-SQL Window Functions – Part 1- The OVER() Clause

T-SQL Window Functions – Part 2- Ranking Functions

T-SQL Window Functions – Part 3: Aggregate Functions

T-SQL Window Functions – Part 4- Analytic Functions

Microsoft Resources:

Excel Tip #29: Forcing Slicers to Filter Each Other when Using CUBE Functions

As I mentioned in my original post, Exploring Excel 2013 as Microsoft’s BI Client, I will be posting tips regularly about using Excel 2013 and later.  Much of the content will be a result of my daily interactions with business users and other BI devs.  In order to not forget what I learn or discover, I write it down … here.  I hope you too will discover something new you can use.  Enjoy!

Scenario

You have went to all the trouble to build out a good set of slicers which allow you to “drill” down to details based on selections. In my example, I have created a revenue distribution table using cube formulas such as:

=CUBEVALUE(“ThisWorkbookDataModel”,$B6, Slicer_Date, Slicer_RestaurantName, Slicer_Seat_Number, Slicer_TableNumber)

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Each cell with data references all the slicers. When working with pivot tables or pivot charts, the slicers will hide values that have no matching reference. However, since we are using cube formulas the slicers have no ability to cross reference. For example, when I select a date and a table, I expect to see my seat list reduce in size, but it does not. All of my slicers are set up to hide options when data is available. There are two examples below. In the first, you can see that the seats are not filtered. However, this may be expected. In the second example, we filter a seat which should cause the tables to hide values and it does not work as expected either.

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As you can see in the second example, we are able to select a seat that is either not related to the selected table or has no data on that date. Neither of these scenarios is user friendly and does not direct our users to see where the data matches.

Solving the Problem with a “Hidden” Pivot Table

To solve this issue, we are going to use a hidden pivot table. In most cases we would add this to a separate worksheet and then hide the sheet from the users. For sake of our example, I am going to put the pivot table in plain sight for the examples.

Step 1: Add a Pivot Table with the Same Connection as the Slicers

In order for this to work, you need to add a pivot table using the same connection you used with the slicers. The value you use in the pivot table, should only be “empty” or have no matches when that is the expected result. You want to make sure that you do not unintentionally filter out slicers when data exists. In my example, I will use the Total Ticket Amount as the value. That will cover my scenario. In most cases, I recommend looking for a count type value that will always have data if there is a potential match of any kind.

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Step 2: Connect the Slicers to the Pivot Table

Using the Apply Filters button on the Pivot Table ribbon, you need to select all the slicers you want to interact with each other.

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Once these changes are applied, you will see how my data changed.

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Now, let’s test this for real. We will keep the date and table, but now we will see that the other slicers are now filtered to match the data that is available.

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As you can see, the solution is fairly simple, but not intuitive. You will be able to create more creative dashboards with this technique. Keep in mind this issue is primarily a problem when using cube formulas in your Excel dashboard.

Until next time…