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Table of Contents

Best Practices

Report Naming

Report naming standards are based on the ability to organize Power BI report within the Cloud services. Currently we have decided to name report with a 3 to 4 letter abbreviation that quickly identifies the the data contained within the report, followed by a "_" (Underscore), then the actual report name.

Example: Publications Reports will start with PUB_PublicationDetails. Naming of all reports should be pre-planned prior to saving to the Published Cloud so easy location and report deployment can be completed without any confusion.

Power BI Shared Location

Shared Power BI (PIBX) files will be saved on a shared drive created on a Main Campus shared location. Jayakumar Unnikrishnan will be setting up access for all BI&A users so access and version management can be handled by all users within the team.

The BI & A report templates are in the IT-BIA/Projects/PowerBI/Templates folder.

A look at the landscape and terminology

In Power BI, a report can have one or more report pages and all the pages together are collectively referred to as the report. The basic elements of the report are visuals (aka visualizations), standalone images, and text boxes. From the individual data points, to the report elements, to the report page itself, there are innumerable formatting options.

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In-depth guidance and instructions for creating and using Power BI reports is available at powerbi.com > Learn.

Before you build your first visualization…focus on requirements

Creating a report starts before you build your first visual because a good report needs planning. Know what data you have to work with and write down the requirements for the report. Ask yourself “What is the business need, how is this data going to be used, and by whom?” A key question is “what decisions does the reader want to be able to make based on this report?”

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Once you’ve identified the business need, the customers, and the metrics you’d like to include, the next step is to pick the right visuals to tell the story and present those visuals in the most-effective way possible. That covers a lot of ground, and we’ll start with some basic principles of report design.

Principles of report design

A report page has limited space and one of the hardest things is to fit all the elements you want into that space – and still have that information be easily understood. And don’t underplay the value of “pretty.” The key is to find the balance between pretty and useful.

Let’s take a look at layout, clarity, and aesthetics.

Layout - the report canvas

The report canvas has a finite amount of space. If you can’t fit all the elements on a single report page, break the report up into pages. A report page can be tailored to a specific audience (e.g., HR, IT, Sales, SLT), or to a specific business question (e.g., How are defects impacting our downtime?, What is our Marketing campaign’s impact on Sentiment?) or as a progressive story (e.g. first page as overview or attention-grabbing “hook”, 2nd page continues the data story, 3rd page dives deeper into the story, etc.). If your entire report fits on a single page, great. If it doesn’t, create separate report pages that logically chunk the content. And don’t forget to give the pages meaningful and helpful names.

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The example above has many space-related (layout) design issues that we’ll discuss below: - alignment, order, and use of proximity - poor use of space and sorting - clutter

Alignment, order, and proximity

The layout of your report elements impacts comprehension and guides the reader through the report page. How you place and position elements tells a story. The story might be “start here and then look here” or “these 3 elements are related to each other.”

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Let’s take a closer look at alignment.

Alignment

Alignment doesn’t mean that that the different components need to be the same size or that you must have the same number of components on each row of the report. It just means that there is a structure to the page that aids in navigation and readability.

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In our example report page (Figure 2), the 2 cards and large border are aligned on the X Position at 200.

Fit to the space

Make the best use of the space you have. If you know how the report will be viewed/displayed, design with that in mind. Reduce empty space to fill the canvas. Do all you can to eliminate the need for scroll-bar on individual visuals. Fill the space without making the visuals seem cramped.

Adjust the page size

By reducing the page size, individual elements become larger relative to the overall page. Do this by deselecting any visuals on the page and using the Page Size tab in the formatting pane.

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Figure 6: Increase page height

Reduce clutter

A cluttered report page will be hard to understand at-a-glance and may be so overwhelming that readers won’t even try. Get rid of all report elements that aren’t necessary. Don’t add bells-and-whistles that don’t help comprehension or navigation. Your report page needs to convey the information as clearly and quickly and cohesively as it can.

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Figure 7: Our ugly report example de-cluttered

Tell a story at a glance

The overall test should be that somebody without any prior knowledge can quickly understand the report without any explanation from anybody. With a quick glance, readers should be able to quickly see what the page is about and what each chart/table is about.

When readers look at your report, their eyes should be drawn to the element you want them to look at first and their eyes will then continue left-right-top-down. Change this behavior by adding visual cues like text box labels, shapes, borders, size, and color.

Text boxes

Sometimes the titles on visualizations aren’t enough to tell the story. Add text boxes to communicate with the people viewing your reports. Text boxes can describe the report page, a grouping of visuals, or describe an individual visual. They can explain results or better-define a visual, components in the visual, or relationships between visuals. Text boxes can be used to draw attention based on different criteria called out in the text box.

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But don’t overdo it! Too much text on a report is distracting and detracting from the visuals. If you find that your report page requires a ton of text to make it understandable, then start over. Can you pick a different visual that tells a better story on its own? Can you tweak the visual’s native titles to make it more intelligible?

Text

Create a text style guide and apply it to all pages of your report. Pick just a few font faces, text sizes, and colors. Apply this style guide to not only textual elements but to the font choices you make within your visualizations (see Titles and labels that are part of the visualizations, below). Set rules for when you’ll use bold, italics, increased font size, certain colors, and more. Try to avoid using all capitalization or underlining.

Shapes

Shapes too can aid navigation and comprehension. Use shapes to group related information together, highlight important data, and use arrows to direct the eye. Shapes help readers understand where to start and how to interpret your report. In design terms, this is often referred to as contrast.

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In our example, a report page title was added in the top left corner; the first place readers look. Font size is 28 and font is Segoe Bold to help it stand out from the rest of the page. Our text style guide calls for no backgrounds, black titles, legends, and labels and that was applied to all visuals on the page, where possible (the Combo chart axes and labels are not editable). Additionally: - Cards: Category label set to Off, Title turned On and set to 12pt black centered. - Visual titles: if turned On, set to 12pt and left-aligned. - Slicers: Header set to Off, Title turned On. Leave Items > Text grey and 10pt. - Scatter and column charts: black font for X and Y axes and X and Y axes titles, if used.

Color

Use color for consistency. We’ll talk more about color in Principles of visual design, below. But here we’re referring to being deliberate in your selection of color so that it doesn’t detract from your readers being able to quickly understand your report. Too many bright colors barrage the senses. This section is more what not to do with color.

Backgrounds

When setting backgrounds for report pages, choose colors that don’t overshadow the report, clash with other colors on the page, or generally hurt the eyes. Realize that some colors have inherent meaning. For example, in the US, red in a report is typically interpreted as “bad”.

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Figure 21: Report example with color best practices applied (white background)

Aesthetics

Much of what we would consider aesthetics has already been discussed above: things like alignment, color, font choices, clutter. But there are a few more best practices for report design worth discussing and these deal with the overall appearance of the report.

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Concentrate on: - Creating a common theme or look for your report, and apply it to all pages of the report - Using standalone images and other graphics to support and not detract from the real story - And applying all the best practices we discussed up to this point in the article.

Principles of visual design

We’ve looked at the principles of report design; how to organize the report elements in a way that makes the report easy to quickly grasp. Now we’ll look at design principles for visuals themselves. And, in the next section, we’ll dig down into individual visuals and discuss best practices for some of the more commonly-used types.

In this section, we’re going to leave our example report page alone for a while and look at other examples. After we’ve gone through the principles of visual design, we’ll return to our example report page and apply what we’ve learned (with step-by-step instructions).

Planning – choose the right visual

Just as it’s important to plan out your report before you start building, each visual also requires planning. Ask yourself “what story am I trying to tell with this visual?” And then figure out which visual type will tell the story best. You could show progress through a sales cycle as a bar chart but wouldn’t a waterfall or funnel chart tell it better? For help with this, read the last section of this paper “Visual types and best practices” which describes best practices for some of the more-common types. Don’t be surprised if the first visual type you pick doesn’t end up being your best option. Try more than one visual type to see which one makes the point best.

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Even when you choose the absolutely-best visual for the story, you might still need help telling the story. That’s where labels, titles, menus, color, and size come in. We’ll discuss these design elements later in the section titled “Design elements”.

Choose the right measure

Is the story your visual telling compelling? Does it matter? Don’t build visuals for the sake of building visuals. Maybe you thought the data would tell an interesting story, but it doesn’t. Don’t be afraid to start over and look for a more-interesting story. Or, maybe the story is there but it needs to be measured in a different way.

For example, say you want to measure the success of your sales managers. What measure would you use to do this? Would you measure that best by looking at total sales or total profit, growth over previous year or performance against a target goal? Salesperson Sally might have the largest profit, and if you showed total profit by salesperson in a bar chart, she would look like a rockstar compared to the other salespeople. But if Sally has a high cost of sales (travel expenses, shipping costs, manufacturing costs, etc.), simply looking at sales doesn’t tell the best story.

Reflect reality/don’t distort reality

It’s possible to build a visual that distorts the truth. There’s a website where data enthusiasts share “bad” visuals. And the common theme in the comments is disappointment in the company that created and distributed that visual. It sends the message that they can’t be trusted.

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Readers expect and often assume the X axis is starting at zero. If you decide to not start at zero, do so in a way that doesn’t distort the results and consider adding a visual cue or text box to point out the deviation from the norm.

Design elements

Once you’ve selected a type and measure and created the visual, it’s time to fine-tune the display for maximum effectiveness. This section covers: - Layout, space, and size - Text elements: labels, annotations, menus, titles - Sorting - Visual interaction - Color

Tweaking visuals for best use of space

If you’re trying to fit multiple charts into a report, maximizing your data-ink ratio will help make the story in your data stand out. As mentioned above, Edward Tufte coined ‘data-ink’ ratio: the goal is remove as many marks from a chart as possible without impairing a reader’s ability to interpret the data.

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Figure 27: Turn axis labels on and off

Tip:

One scenario where you might turn Y-axis labels off would be if you had Data labels turned on.

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Select the visual to make it active. Select and hold the gripper bar at the top middle of the visual and drag the visual to its new location.

Figure 30: Move a visual

Titles and labels that are part of the visualizations

Ensure titles and labels are readable and self-explanatory. Text in titles and labels must be an optimal size with colors that stand out (such as black instead of the default grey). Remember our style guide (see "Text" above)? Limit the number of colors and sizes -- too many different font sizes and colors make the page look busy and confusing. Consider using the same font color and size for the title of all visuals on a report page and choose the same alignment for all titles on a report page.

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Text color can be adjusted for titles, axes, and data labels.

Titles and labels that are not part of the visualizations

Earlier in this paper we discussed adding text boxes to report pages. Sometimes the titles on visualizations aren’t enough to tell the story. Add text boxes to communicate additional information to the readers of your reports.
To keep your report page from looking too confusing or too busy, be consistent in your use of text box fonts, sizes, colors, and alignment. To make an adjustment to the text in a text box, select the text box to reveal the formatting menu.

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Figure 33: Format the font used in a text box

Sorting

A really simple opportunity to provide faster insight is to set the sorting of visuals. For example, sorting bar charts in descending or ascending order based on the value in the bars enables you to quickly show significant incremental information without using more real estate.

To sort a chart, select the ellipses (…) in the top right of the chart, select Sort and choose the field you want to sort by and the direction. For more information, see Change how a visual is sorted.

Chart interaction and interplay

One of the most compelling feature of Power BI is the ability to edit the way charts interact with each other. By default, charts are cross-highlighted: when you select a data point, the related data of other charts light up and the unrelated data dims. You can override this behavior to use any chart as a true filter which saves you real estate on your page. To do this, select Visual Interactions from the menu-bar.

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Then, for each visual on the page, decide whether you want the selected visual to filter, highlight, or do nothing. Not all visuals can be highlighted, and for those the highlight control won't be available. For more information, see Visual interactions in Power BI.

Tip:

For readers who’re new to Power BI, this ability to click and interact with reports may not be instantly obvious. Add text boxes to help them understand what they can click on to find more insights.

The use of color in visuals

Earlier in this paper we talked about the importance of having a plan for how you’re going to use color across a report. This section will have some overlap but primarily applies to how you use color in individual visuals. And the same principles apply: use color to tie the report together, add emphasis to important data, and to improve the reader’s comprehension of the visual. Too many different colors is distracting and makes it difficult for the reader to know where to look. Don’t sacrifice comprehension for beauty. Only add color if it improves comprehension.

Tip:

Know your audience and any inherent color rules. For example, in the United States, green typically means “good” and red typically means “not good”.

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Figure 36: Set data point colors

Note:

Power BI applies a default theme to your report visuals. The theme colors have been chosen to provide variety and contrast. To divert from the default theme palette, select Custom color.

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Figure 44: Color to emphasize variance around central value

Principles of visual design – applied to example report page

Now let’s take the visual principles discussed above and apply them to our sample report.

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Figure 46: Our example report (after)

What did we do?

  1. Slicer: removed blanks from the slicers by adding a page level filter and selecting only gold, silver, bronze. Changed Selection Controls to Off for Single Select and Select All.
  2. Bubble: there are so many items in the legend that they scroll off the screen. Removed the legend and turned on Category labels instead. Customers can hover over the bubbles to see the details. Shortened the title and removed “by countryregion” since that seems self-evident. Turned axes labels On for both to make the chart easier to understand.
  3. Filled map: changed the Data colors to make it stand out more. Turned Diverging on and set the Minimum to pink and the Maximum to red.
  4. Tree map: removed filter which was set for only USA. Set the Data labels to 1 decimal place. The visual was using the Class field which isn’t very useful since it will almost always be 33% (Gold/Silver/Bronze). Selected a different more-interesting field, gender. Changed Aquatics to blue and Athletics to grey for design.
  5. Top bar chart: shortened the title, removed data labels, turned legend title off. Changed word order of title to match the chart below.
  6. Bottom bar chart: sorted by year ascending to match chart above. Changed colors to match class. Changed title. Turned off legend for more space for data. Turned on data labels which won't show up in the report (because the visual is too small for the labels to be readable) but will show when the visual is opened in Focus mode. Learn about Focus mode. Added Count of Event (Distinct) to Tooltips so now when you hover over a stacked column, the tool tips also tell you how many events were contested that year.
  7. Visual Interactions: turned off interactions for both cards since I always want them to show total games and sports.

Visual types and best practices

Power BI provides many visual types natively. To these, add the custom visuals available from Microsoft and from the Power BI community and total visual options become too numerous to document here. But let’s look at some of the most-used native visual types.

Line charts

Line charts are a powerful way to look at data over time. Looking at data in tables doesn’t really take advantage of the speed in which our eyes spot peaks, valleys, cycles, and patterns.
The example below shows the trends in the number of medals awarded and the number of athletes winning those medals.

Figure 47: Line charts

Best practices

  • When people look at line charts, the first thing they see is the shape of the curve. This means that you need to have an x-axis that makes the curve meaningful such a time or distribution categories. If you put categorical fields like product or geography on the x-axis, the line chart will not be interesting as the shape of the curve would provide no meaningful information.

  • If you choose to place multiple charts above and below each other like this, to make it easier to compare across series, line up the X-axis. Use filters to make sure that the same range of values is shown. For example, if you’re looking at date ranges, ensure they are the same date ranges. For example, 1896 to 2012 on both charts.

  • Make full use of the space. If it makes sense for your data, set the start and end points for the Y-axis to eliminate empty space at the top and bottom of your chart and to focus in on the actual data points. To do this, select the paint roller icon to open the Formatting pane. Expand the Y-Axis area and set the Start and End points.

    Figure 48: Set the start and end points

  • Another reason to explicitly set the Start and End points is if you’re comparing two or more charts on the same page using the same Y-axis field. For example, if you’re looking at cumulative event counts, and the United Kingdom has counts that range from 1 to 70 and Australia has counts that range from 1 to 12, the 2 line charts will display very different Y-axes (Figure x). This makes it difficult to compare at a glance. Instead, set the charts to use the same Y-axis range (Figure x).

    Figure 49:Line charts with different y-axes

    Figure 50:Line charts with matching y-axes

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Bar/Column Charts

If line charts are the standard for looking at data over time, bar charts are the standard for looking at a specific value across different categories. If you sort the bars based on the number, you will instantly see the top values and distribution. Horizontal bar charts work well with long-ish labels.

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Figure 51: Horizontal bar chart

Best practices

  • Display data labels for values. This makes it easier to identify specific values. To do this, open the Formatting pane, and set Data labels to On.

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Stacked Bar/Column Charts

Add another dimension to your bar/column charts by stacking different categories within the bar or column. Now the chart conveys information about one overall trend (based on height/length) but also shows the influence of the categories on that trend. The chart below shows the overall growth of Top soccer team revenue above 6 billion in 2014.

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In this line chart it is easier to see how commercial revenue has grown the most followed by broadcast and match day.

Best practices

  • As with columns/bars, you have the option of horizontal or vertical display. Horizontal is a better choice if you have long labels and vertical if you have time series data.

  • Avoid stacked Bar/Column charts if you want to show trends and other patterns of change over time. Other charts, like Line charts, do a much better job.

  • You can also have the distribution based on total volume or as a % of total.

  • As Few noted it is difficult to compare the segments of a stacked bar. If the segments were arranged side-by-side and all grew upwards from the same baseline, it would be easy to compare their heights, but when stacked upon one another, the task becomes hard. Plus, although it’s fairly easy to see how (revenue) changed from month to month it is quite difficult to see how (revenue) in the other (categories) changed.

  • 100% Stacked charts are a good choice when using percentages that add up to 100. In the example below, we see the category distribution by team. The percentages are relative and allows us to, at a glance, see patterns. For example, Everton’s revenue comes primarily from Broadcasting (over 70%) while PSG only derives 20% of its revenue from Broadcasting. The choice of a horizontal display makes it easier to fit the team labels and to see the impact of revenue type.

    Figure 56: Horizontal stacked chart

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Combo Bar/Column Charts

In Power BI, you can combine column and line charts into a combo chart. The choices are: Line and Stacked Column chart and Line and Clustered Column chart. Save valuable canvas space by combining two separate visuals into one.

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Figure 58: As a single combo chart

Best practices

Combo charts work best when both visuals have at least one axis in common.

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Scatter Chart

Sometimes we have many variables that we want to see together, and a scatter chart can be a very useful way to get an overall picture. Scatter charts display relationships between 2 (Scatter) or 3 (Bubble) quantitative measures. A scatter chart always has two value axes to show one set of numerical data along a horizontal axis and another set of numerical values along a vertical axis. The chart displays points at the intersection of an x and y numerical value, combining these values into single data points. These data points may be distributed evenly or unevenly across the horizontal axis, depending on the data.

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If you add a play axis, you can pretend you are Hans Rosling and tell the story over time (https://www.youtube.com/watch?v=PbaDBJWCeD4). To add a play axis, drag a datetime field into the Play Axis well.

Best practices

  • Scatter and Bubble charts are great storytellers. But they are not as useful when trying to explore data. This is what Stephen Few points out in the paragraph below The strength of this approach is when it’s used to tell a story. When Rosling narrates what’s happening in the chart as the bubbles move around and change in value, pointing to what he wants us to see, the information comes alive. Animated bubble charts, however, are much less effective for exploring and making sense of data on our own. I doubt that Rosling uses this method to discover the stories, but only to tell them once they’re known. We can’t attend more than one bubble at once as they’re moving around, so we’re forced to run the animation over and over to try to get a sense of what’s going on. We can add trails to selected bubbles, which make it possible to review the full path these bubble have taken, but if trails are used for more than a few bubbles the chart will quickly become too cluttered. Essentially, what I’m pointing out is that this is not the best way to display this information for exploration and analysis.

  • Add X and Y axes labels to help tell the story. Especially with bubble charts, there are many components at play and labels help readers understand the visual.

  • Add data labels to make the visual easier to interpret. Especially with bubble charts, when you have many items in the Legend, it may be difficult to distinguish between similar colors. In the visual above, the legend colors for Suriname, Columbia, and Ecuador are very similar.

  • Did you create a scatter chart and see only one data point that aggregates all the values on the X and Y axes? Or, your chart aggregates all the values along a single horizontal or vertical line? To fix this, add a field to the Details area to tell Power BI how to group the values. The field must be unique for each point you want to plot. For help, refer to the Power BI scatter and bubble chart tutorial.

Tree Map Charts

Tree maps can be very useful for giving a good overview of the relative size of different components that make up a whole -- especially when you can group them by categories. Any time I try to understand a new business, having a tree map of the main components can be very useful in knowing the overall distribution.

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Other charts

Pie or Donut Charts

In general, bar/column/line charts will serve most purposes. It’s well understood that pie and donut charts are difficult for humans to interpret correctly, and in fact can often distort data. Avoid them where possible. Stephen Few has an excellent write up on the history and dangers in Save the Pies for Dessert

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Or read an opposing point of view, Why Tufte is flat-out wrong about pie charts

Radial Gauges & KPIs

Radial gauges seem like a good visual for indicating performance against a target, and they are very popular in executive dashboards. However, they suffer in two main ways. As with pie charts, it’s difficult to interpret the angle of the shaded area compared to the full 180 degree arc or target line. It also uses a lot of space to show a single metric.

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KPIs show the value, status, goal, variance from the goal and trend in the same amount of space. The green coloring turns red if the target isn’t being met and can be yellow if some intermediate target is hit. It’s much simpler to read and interpret than the gauge.

 

Security

Managed Roles

To define security roles, you can do the following.

  1. Import data into your Power BI Desktop report, or configure a DirectQuery connection.

    Note:

    You cannot define roles within Power BI Desktop for Analysis Services live connections. You will need to do that within the Analysis Services model.

  2. Select the Modeling tab.

  3. Select Manage Roles.

  4. Select Create.

  5. Provide a name for the role.

  6. Select the table that you want to apply a DAX rule.

  7. Enter the DAX expressions. This expression should return a true or false. For example: [Entity ID] = “Value”.

    Note:

    You can use username() within this expression. Be aware that username() will have the format of DOMAIN\username within Power BI Desktop. Within the Power BI service, it will be in the format of the user's UPN. Alternatively, you can use userprincipalname() which will always return the user in the format of their user principal name.

  8. After you have created the DAX expression, you can select the check above the expression box to validate the expression.

  9. Select Save.

You cannot assign users to a role within Power BI Desktop. This is done within the Power BI service. You can enable dynamic security within Power BI Desktop by making use of the username() or userprincipalname() DAX functions and having the proper relationships configured.

Manage security on your model

To manage security on your data model, you will want to do the following.

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You can only create or modify roles within Power BI Desktop.

Working with members

Add members

You can add a member to the role by typing in the email address, or name, of the user, security group or distribution list you want to add. This member has to be within your organization. You cannot add Groups created within Power BI.

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You can also see how many members are part of the role by the number in parenthesis next to the role name, or next to Members.

Remove members

You can remove members by selecting the X next to their name.

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   • Jane did customize the content pack. The next time she opens the dashboard all tiles from the original content pack are gone, but tiles she pinned from other reports still appear. The associated reports and dataset are no longer available (and don't appear in her left navigation pane).

Data security

All distribution group members have the same permissions to the data as the content pack creator. The one exception to this is SQL Server Analysis Services (SSAS) on-premises tabular datasets. Because the reports and dashboards are connecting live to the on-premises SSAS model, the credentials of each individual distribution group member are used to determine the data he or she can access.

 



Creating APP for Shared Content Security

App workspaces

App workspaces are the places where you create apps, so to create an app, you first need to create the app workspace. If you’ve ever worked in a group workspace in Power BI, then app workspaces will be familiar. They’re the evolution of group workspaces – staging areas and containers for the content in the app.

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In a few minutes, it will appear in the app in Power BI, too.

Distribute an app

When you’ve finished creating and perfecting the dashboards and reports in your app workspace, you package it all up as an app and distribute it.

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The business users that you've distributed the app to can find it in two different ways. You can send them the direct link to the app, or they can search for it in Microsoft AppSource, where they see all the apps that they can access. Either way, after that whenever they go to Apps, they’ll see this app in their list.

 

Change your published app

After you publish your app, you may want to change or update it. You notice that when you open your app from Apps, even though you’re the one who published it, you can’t edit it – Edit Report is grayed out.

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The people you’ve distributed the app to automatically see the updated version of the app.

Unpublish an app

Any member of an app workspace can unpublish the app.

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This action uninstalls the app for everyone you've distributed it to, and they no longer have access to it. It doesn't delete the app workspace or its contents.

Annotate & share a tile, report, or visual in the mobile apps

Applies to:

iPhoneiPadAndroid phoneAndroid tablet
iPhonesiPadsAndroid phonesAndroid tablets

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You can share a tile from the Power BI mobile app for Windows 10 devices, too, but not annotate it.

Open a tile for annotating

  1. Tap the tile to open it in focus mode.

  2. Tap the annotate icon Annotate icon  in the upper-right corner of the tile.

  3. You're ready to annotate and share the tile.

Open a report for annotating

  1. Open a report.

  2. Tap the annotate icon Annotate icon  in the upper-right corner of the report.

  3. You're ready to annotate and share the report.

Open a visual for annotating

  1. In a report, tap a visual, then tap the expand icon to open it in focus mode.

    Focus mode icon

  2. Tap the annotate icon Annotate icon  in the upper-right corner of the visual.

  3. You're ready to annotate and share the visual.

Annotate and share the tile, report, or visual

  1. Here's how you annotate:

    Annotation bar in iPhones and iPads

    The annotation bar in iPhones and iPads

    Annotation bar in Android devices

    The annotation bar in Android devices

    • To draw lines of different colors and thicknesses, tap the squiggly-line icon, choose a width and color, and draw.
    • To type comments, tap the AA, choose the text size and color, and type.
    • To paste stamps (like emoticons) on the tile, tap the smiley face, choose a color, and tap where you want them. 
  2. After annotating, tap Share in the upper-right corner.

  3. Open your mail app, type the recipients' names, and modify the message, if you want.

    Annotated report in email

    The mail has an image, and a link to the specific tile, report, or visual.

  4. Tap Send.

Widget Connector
urlhttp://youtube.com/watch?v=6OgJX21cgMg

Future Plans

 

Power BI apps FAQ

How are app workspaces different from group workspaces?

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