Microsoft Excel Developers have done it again. They created an amazing new feature called Rich Data Types. Excel has always been able to recognize Text, Numbers, Errors, etc. But now? Now it can recognize Stocks and Geography. Watch this video to see this cool new feature.
Not Your Daddy’s Financial Series
I’m conducting a 2-part series on building and consuming Financial Statement data in Microsoft Power BI called Not your Daddy’s Financials Series. Feel free to join me!
Using Relative Date Filtering in Microsoft Power BI
In this video, I demonstrate using Relative Date Filtering in Microsoft Power BI. My dataset contains unpaid Accounts Payable invoices and their due dates. I use the Filter options to restrict the visual to display only invoices that are in the next 275 weeks. My sample data is way out in the future, realistically, you would want to see what’s due this week, month, etc.
MBS Podcast: Presenting Convergence… Yeah, you’ll understand after you listen. Podcast 2
Today we’ll be talking about the new Microsoft Business Summit, and whether it really is the return of Convergence. You’ll also get to listen in on our sharing how we prepare and come up with topics on which to present.
This podcast was recorded on 4/13/2018.
Our Sponsor today is PowerGP Online. Visit their site at PowerGPonline.com
This podcast is the opinions and ideas of three Microsoft MVP’s, who are wrong a lot.
Super cool use of Microsoft Flow
Ruth Pozuelo has a fascinating blog post on the Power BI Community Blog about using Microsoft Flow to share information to the employees who need. It’s all about sharing the weather forecast each day with Ice Cream Truck Drivers. Check it out!
Power BI on-Premises Production Targeted for Mid 2017 — Paul Turley’s SQL Server BI Blog
NEWS FLASH: Power BI reports can be deployed to SQL Server Reporting Services web portal. The production-ready release is targeted for mid 2017. This is much sooner than most folks in the community were anticipating. An installable technical preview is targeted for January of 2017. This announcement was just made on the SQL Server Reporting […]
via Power BI on-Premises Production Targeted for Mid 2017 — Paul Turley’s SQL Server BI Blog
Amazon AWS Getting Serious about Analytics — Business Intelligence & Advanced Analytics
Last week over 24,000 attendees gathered at Amazon Web Services (AWS) annual re:Invent conference. The event has significantly grown over 84% since 2014 when there was 13,000 participants. If you are still questioning the … Read More The post Amazon AWS Getting Serious about Analytics appeared first on Business Intelligence & Advanced Analytics.
via Amazon AWS Getting Serious about Analytics — Business Intelligence & Advanced Analytics
Can you auto-refresh data in Microsoft Power BI using Microsoft OneDrive? (With Video)
This is one of those weird answers of “Yes, but No” or “Yes, sort of” or “No, but Yes.”
So none of the answers above really answer the question. No one can answer it, it’s a trick question (those of you who love the movie “My Cousin Vinny” will be laughing now. Let’s see why it is a trick question.
We’ll start with OneDrive for Business. Since OneDrive for Business AND Power BI are both cloud applications and they would use the same login information, Microsoft Power BI will automatically refresh data created in the Service (Microsoft Power BI Web Application) automatically. So if you:
- Log into your Microsoft Power BI Service (www.PowerBI.com)
- Add a Dataset using “Import or Connect to Data | Files”
- Get
- OneDrive – Business
- Select File and Connect
- Import (Connecting brings in the whole Excel Workbook, usually you just want the data so you can create visualizations.)
- Create your visualizations using “My Workspace”
- Pin new Visualizations to your dashboard.
- Refreshing will automatically occur every hour.
That was the Yes part. The no part? Someone has to refresh the file on OneDrive for Business. This is a great way to share data with many people in your company. Only one person has to refresh the file (of course that folder needs to be shared with the other Power BI users as well, in OneDrive for Business.
So I admit the answer is probably really only no, it doesn’t auto-refresh but come on. One person keeps that file current and everyone who accesses it has up to date data without having to click refresh? That’s pretty cool. This is a super, low budget method or sharing data and using Power BI efficiently.
For OneDrive for Personal? The same pretty much applies EXCEPT your login information is not likely to be the same as your OneDrive for Business. This means when you log in to your OneDrive for Personal, you need to make sure you mark the option to stay signed in.
I like this approach. For most ERP users, a data refresh of weekly is sufficient. Using this easy to setup methodology, you can control data being released as well.
Happy Dashboarding!
I love Microsoft Power BI
I Love Business Intelligence (BI)! I always have. Below is a picture from a 90’s at a “Table Top Expo” for the Myrtle Beach Chamber of Commerce. Yes, that’s a skinny young Belinda.