Tag Archives: business intelligence

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.

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…

Excel BI Tip #26: Using a Data Spreadsheet or Tab

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!

Data Sheet or Tab in Excel

With a lot of the dashboard designs in Excel I work on, we often use CUBE formulas and other calculations and functions to get the data ready for the presentation area. One of the key things we do is create a sheet in the workbook, or tab, that will allow you to hold this data. This allows us to refer to cells on the data tab in our visualizations without trying to support visualization techniques along with calculations.

The most common scenario is when I want to present numbers in the visualization that are not in a pivot chart or pivot table. By keeping this in the data tab I have maximum flexibility in the visualization.

Let’s look at the following example using Adventure Works data (from http://msftdbprodsamples.codeplex.com/). We will create the following “data box” visualization using a data tab.

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First, get the data into data sheet using a pivot table. Once we have the data we want to present there, we flatten the pivot table (see Excel BI Tip #18 for details). Now we can refer to the fields we need using the data tab. In the following images you can see the data box referring to data on the data tab which uses the CUBE functions to get the data.

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As you can see, this allows us to contain a lot of data that is used for processing without cluttering up the visualization.

Hiding the Data Sheet from Users

Using a data sheet also means we need to hide this sheet from our users. You can hide the sheet in Excel directly. This is most useful when the workbook will be shared as a workbook. However, if you deploy the workbook to SharePoint or Office 365, you can use the Internet Settings to only make ranges or sheets visible depending on your implementation. I prefer this process as it allows dashboard designers to easily access the data without needing to be concerned with hiding the data sheet once they are done. (Refer to Excel BI Tip #21 for more about using ranges.)

When used in SharePoint or Office 365, their is no impact to the visualizations which use the data sheet. While not visible or available to the user, the data sheet stills supports the visualization as expected. In scenarios I have delivered, this technique has allowed for extensive data manipulation and formatting to present data in meaningful ways.