| Table of Contents | ||
|---|---|---|
|
...
In-depth guidance and instructions for creating and using Power BI reports is available at powerbi.com > Microsoft > Learn.
Report Focus: Requirements
...
A study on the use of color and visualizations within Web pages found that higher contrast between colors increases the speed of comprehension (The effect of text and background colour color on visual search of Web pages** and **Determining Users’ Perception of Web Page Visual Complexity and Aesthetic Characteristics.)
We’ve applied some color best practices to our example report (Figure 20 and 21) below. The most-notable was that we changed the background color to black. The yellow was too bright and strained our eyes. Also, on the “Count of athlete name by year and class” chart, the yellow portion of the bars disappeared into the yellow background. Using a black (or white) background gives us maximum contrast and makes the visuals the focus of attention.
Page title
When we changed the background to black, our title disappeared because the text box field only allows black font. To fix this, add a text box title instead. With the text box selected, erase the text and in the Visualizations tab, select Title and turn it On. Select the arrow to expand the Title options, type Summer Olympic Games into the Title Text field and select white Font color.
...
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.
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).
...
- Query name should not have spaces
- Avoid spaces when naming Columns and Measures
Security
Managed Roles
To define security roles, you can do the following.
...
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.
Power BI RLS Process
To learn how to use the technique of the Power BI RLS Process we must explain briefly the Role Managing. Start following these steps:
...
Manage security on your model
To manage security on your data model, you will want to do the following.
...
You can only create or modify roles within Power BI Desktop.
Working with membersAdd 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.
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.
...
• 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 SecurityApp 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.
...
After workspaces have been created in O365, 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.
- In the workspace, select the Publish app button in the upper right to start the process of sharing all the content in that workspace.
- First, on Details, fill in the description to help people find the app. You can set a background color to personalize it.
- Next, on Content, you see the content that’s going to be published as part of the app – everything that’s in that workspace. You can also set the landing page – the dashboard or report people will see first when they go to your app. You can choose None. Then they’ll land on a list of all the content in the app
- Last, on Access, decide who has access to the app: either everyone in your organization, or specific people or email distribution lists.
- When you select Finish, you see a message confirming it’s ready to publish.
- In the success dialog box, you can copy the URL that’s a direct link to this app and send it to the people you’ve shared it with.
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.
...
- Open the app workspace that corresponds to the app.
Open the dashboard or the report. You see that you can make any changes you want.
The app workspace is your staging area, so your changes aren't pushed live to the app until you publish again. This lets you make changes without affecting the published apps.
- Go back to the app workspace list of contents and select Update app.
- Update Details, Content, and Access, if you need to, then select Update app.
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.
...
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:
 |  |  |  |
| iPhones | iPads | Android phones | Android tablets |
...
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
Tap the tile to open it in focus mode.
Tap the annotate icon
in the upper-right corner of the tile.You're ready to annotate and share the tile.
Open a report for annotating
Open a report.
Tap the annotate icon
in the upper-right corner of the report.You're ready to annotate and share the report.
Open a visual for annotating
In a report, tap a visual, then tap the expand icon to open it in focus mode.
Tap the annotate icon
in the upper-right corner of the visual.You're ready to annotate and share the visual.
Annotate and share the tile, report, or visual
Here's how you annotate:
The annotation bar in iPhones and iPads
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.
After annotating, tap Share in the upper-right corner.
Open your mail app, type the recipients' names, and modify the message, if you want.
The mail has an image, and a link to the specific tile, report, or visual.
Tap Send.
...
- If you already have two or more datasets in Power BI with the same name as the Power BI Desktop file, publish could fail. Make sure you have only one dataset in Power BI with the same name. You can also rename the file and publish, creating a new dataset with same name as the file.
- If you rename or delete a column or measure, any visualizations you already have in Power BI with that field could be broken.
- Power BI ignores some format changes of existing columns. For example, if you change a column’s format from 0.25 to 25%.
- If you have a refresh schedule configured for your existing dataset in Power BI and you add new data sources to your file and then re-publish, you’ll have to sign into them in Manage Data Sources prior to the next scheduled refresh.
- When you republish a dataset published from Power BI Desktop and have a refresh schedule defined, a dataset refresh is initiated as soon as you republish.
Future Plans
Power BI Apps FAQHow are app workspaces different from group workspaces?
With this release, we have renamed all group workspaces to app workspaces. You can publish an app from any of these workspaces. The functionality remains on par with group workspaces for the most part. Over the next few months, we plan on the following enhancements to app workspaces:
- Creating app workspaces won't create corresponding entities in Office 365 like group workspaces do. So you can create any number of app workspaces without worrying about different Office 365 groups being created behind the scenes (you can still use an Office 365 group’s OneDrive for Business to store your files).
- Today you can add only individuals to the members and admin lists. Soon you'll be able to add multiple AD security groups or modern groups to these lists to allow for easier management.
How are apps different from organizational content packs?
Apps are an evolution and simplification of content packs, with a few major differences.
- After business users install a content pack, it loses its grouped identity: it's just a list of dashboards and reports interspersed with other dashboards and reports. Apps, on the other hand, maintain their grouping and identity even after installation. This makes it easy for business users to continue to navigate to them over time.
- You can create multiple content packs from any workspace, but an app has a 1:1 relationship with its workspace. We believe this makes apps easier to understand and maintain over the long run. See the roadmap section of the Power BI blog for more on how we plan to improve this area.
- Over time we plan to deprecate organizational content packs, so we recommend you create apps from now on.
What about read-only members in groups?
In groups, you can add read-only members who can only view the content. The main problem with this approach was that you couldn't add security groups as members. With apps, you can publish a read-only version of your app workspace to large audiences, including security groups. You can stage your changes to the dashboards and reports in the app without affecting end users. We recommend that you use apps in this way in the future. Over the long run, we plan to deprecate read-only members of workspaces as well.
...