Naziya Tabassum Khan, Author at Perficient Blogs https://blogs.perficient.com/author/nkhan/ Expert Digital Insights Wed, 24 Aug 2022 15:21:40 +0000 en-US hourly 1 https://blogs.perficient.com/files/favicon-194x194-1-150x150.png Naziya Tabassum Khan, Author at Perficient Blogs https://blogs.perficient.com/author/nkhan/ 32 32 30508587 What is Bravo for Power BI? https://blogs.perficient.com/2022/08/24/bravo-for-power-bi/ https://blogs.perficient.com/2022/08/24/bravo-for-power-bi/#comments Wed, 24 Aug 2022 13:28:16 +0000 https://blogs.perficient.com/?p=317062

What is Bravo for Power BI?

Bravo studio is a design before, no code tool which allows you to turn your app designs and prototypes into real publishable mobile apps (both iOS and Android). You can use Bravo to build even complex apps by connecting your design to external tools via APIs.

In this blog, I am going to go an overview of how we can take data from another website or source and how we can connect it to bravo to populate information on our App; now, we are going to be going over a few things, like data bases to something called an API and how we can those things to connect to our Power BI desktop.

Bravo is your trusted mate who helps you to create a power BI model with the simple user’s interface, including an option for light to dark mode.
Bravo 1

Picture6

Bravo can analyze your model and find the more expensive columns and tables, and Bravo can formulate your DAX measures.

Picture7

Bravo can create a date table and apply the time intelligence function to your measures. And last but not least, Bravo can export data from CSV files. It is not a replacement for a more advanced tool like DAX Studio and tabular editor.

Picture8

Bravo is for users who don’t need more details and options you should use one of those tools, but when moving your first step with Power BI, Bravo is here to help you. It’s a free open sources tool managed by SQL BI.

Picture9

So, let’s see the features in more detail.

Installing Bravo:

You download the Bravo from the bravo.bi website, you must be an administrator to run the setup for public preview.

How to Be Running Bravo in Power BI desktop: You can open bravo from the external tool menu in Power BI Desktop, or you can open Bravo and connect it to a Power BI desktop file or a dataset published on the Power BI Service.

Bravo5

Analyze Model:

On the Analyze Model, you can see the space consumed by your columns. You can group the memory consumption by table and quality to find the more expensive columns of your model.
You can also click the smaller columns and drill down into the details. Bravo helps you to find the more expensive once.

Capture1

Format DAX:

You can format the DAX measure of your model. Bravo highlights the measures that are not formatted, and you can review the formatted version before applying the format to the model.

Manage Dates:

With Manage Dates, you can create a date table with relationships with other date columns of your model. You can also add measures implementing time intelligence calculations from the DAX pattern.
If you don’t have an existing data table, using the feature is simple just remember to create the relationship in your model to connect the data table to the date columns in other tables.

Export Data:

You can select one or more tables from your Power BI model and export them in multiple CSV files in the same folder or in a single Excel file with one worksheet for each table.
Please be careful with the number of rows; Excel cannot have more than a million rows for each table if you want to export a selection of rows and columns, you should use more advanced features.

Have fun with Bravo for Power BI!

 

 

]]>
https://blogs.perficient.com/2022/08/24/bravo-for-power-bi/feed/ 4 317062
Introduction to “Export to PDF” in Power BI Desktop https://blogs.perficient.com/2022/08/23/introduction-to-export-to-pdf-in-power-bi-desktop/ https://blogs.perficient.com/2022/08/23/introduction-to-export-to-pdf-in-power-bi-desktop/#respond Tue, 23 Aug 2022 12:05:46 +0000 https://blogs.perficient.com/?p=316843

Microsoft has released the feature Export to PDF option from Power BI Desktop. This feature has been available in every update of the Power BI desktop since August 2018. Read to explore this option and how to use it.

Now, let’s get started.

The following screenshot refers to the sample of my report.

How To “Export to PDF” in Power BI

Step 1

Go to the File menu and click on the “Export to PDF” option.

Capture1

Step 2

When you click the “Export to PDF” option, it will show a pop-up Progress bar.

Capture2

Step 3

The exported report will look like the following below image.

Picture2

Key Points to consider for the “Export to PDF” feature

  • This feature is available only on the Power BI desktop.
  • Tooltip pages that are hidden will not be exported.
  • It will not print a wallpaper if you have used one in your background. For example, in my case, one of the pages uses this image/wallpaper background. It will not print it.

Picture3

Picture4

Conclusion

This is how we have seen the “Export to PDF” feature works for Power BI Desktop.

I hope you loved this article!

]]>
https://blogs.perficient.com/2022/08/23/introduction-to-export-to-pdf-in-power-bi-desktop/feed/ 0 316843
Drill Down Feature in Power BI https://blogs.perficient.com/2022/07/01/drill-down-feature-in-power-bi/ https://blogs.perficient.com/2022/07/01/drill-down-feature-in-power-bi/#comments Fri, 01 Jul 2022 10:10:15 +0000 https://blogs.perficient.com/?p=312253

What is Drill Down in Power BI?

In Power BI, Drill Down is nothing but the next level of hierarchical insights of the data. For example, when you want to see a year-wise sales summary, you may want to look into the “Monthly” summary, “Quarterly Summary,” and day-wise summary. So, this is where the drill-down option we will use in Power BI.

Drilling down is essential because, in a yearly revenue chart, you may see overall sales. Still, there are chances where most of the revenue is generated in a single quarter or few months itself, so drilling down the general view of the summary to a deeper level.

How to Use Drill Down Option in Power BI?

Follow the below steps to use the Drill Down option in Power BI.

  1. We are going to use the Sales data, but you can use any other data for practice along with us.Pic2
  2. We create a clustered column chart to view the yearly sales summary for this drag and drop the “Order Date” column to the “X-axis” and the “Sales” column to the “Y-axis.”

      Picture3

  3. This has created a yearly column chart.

      Picture4

  4. Under the “X-axis,” when we drag and drop the “Order Date” column, we can see it has created a hierarchy of dates as “Year, Quarter, Month, and Day.”

      Picture5

  5. Whenever there is a hierarchy, we can make use of the “Drill Down & Drill Up” options. Looking closely at the bottom of the chart, we can see some arrow keys.
    Picture6

The first is “Up Arrow,” the second is “Down Arrow,” the third one is “Double Down Arrow,” and another one-off “Expand” options.

      6. As of now, “Up Arrow” is not active because in the hierarchy of order and date first option is “Year,” and the chart is showing the “Year” summary only, so we cannot go any further up.

      Picture7

    7. The next option below the “Year” is “Quarter,” so now if you click on “Double Down Arrow,” it will show “Quarterly-wise.”
Picture8

  8. You can see above we have clicked once on the “Double Down Arrow,” and it has taken deeper into the next level, i.e., the “Quarterly- wise” chart and “Up Arrow” is active now since we have moved one level down or one hierarchy down now, we can go up.

     Picture10
9. Similarly, when you click on this “Double Down Arrow,” it will move one more level further and shows a monthly summary.

      Picture11
10. Now, it is showing a monthly summary. Similarly, when you click “Double Down Arrow” one more time, it will take you to the last hierarchy level, i.e., “Days.”

     Picture12
Picture13

     11. After reaching the last hierarchy level, we no longer drill down.

       Picture14
12. So now, if we press the drill up option, it will take us above levels from the current level, i.e., as shown below.
               Days >> Months >> Quarters >> Years.

13. When we are at the first hierarchy level, i.e., “Years,” we can see the “Expand” option is enabled.
Picture15
14. This will expand everything at once. Click on this option to see its impact.
Picture16
15. By clicking on this option once it has taken us one hierarchy down, i.e., “Year & Quarter,” now click one more time to see “Yearly, Quarterly & Monthly.”

    Picture17
16. “X-Axis” values don’t look neat, isn’t it? This is more to do with settings of the “X-Axis,” first come back to the “1stHierarchy” level,i.e., “Year.”
Picture18

17. Now click on the “Format” option. Click on the “X-Axis” drop-down list.
Picture19
18. From “Type,” choose “Categorical” as the option.
Picture20
19. The moment you choose “Categorical” as the “Type” option at the bottom of the same “X-Axis” option, it will enable the “Concatenate  Labels” option. “Turn Off” this feature.
Picture21
20. After this, click on the “Expand” option to see the neat alignment of “X-Axis.”
Picture22
We can see “Year” only once for all the four quarters.

Drill Down Feature for Non-Date Columns

We can apply this drill-down feature not only for columns but also for non-date columns.

  • For example, we need to see “Category-wise” and “Sub-category-wise” drill down a summary for this first insert “Category-wise” chart.
]]>
https://blogs.perficient.com/2022/07/01/drill-down-feature-in-power-bi/feed/ 2 312253
Procedure to Connect Tally Data to Power BI https://blogs.perficient.com/2021/09/28/procedure-to-connect-tally-data-to-power-bi/ https://blogs.perficient.com/2021/09/28/procedure-to-connect-tally-data-to-power-bi/#comments Tue, 28 Sep 2021 16:42:33 +0000 https://blogs.perficient.com/?p=297867

Do you want to Connect Tally Data to Power BI?

First, let’s see What Is Tally and Power BI?

Tally is the Product of Indian multinational technology company Tally solutions Private LTD, founded in 1986, is an Enterprise resource planning software used by more than 1.8 million customers. Currently, tally is available in different products like TallyPrime Tally. ERP 9, TallyServer 9, TallyDeveloper 9, and Shoper9 are used for comprehensive Solutions around accounting principles, inventory, and data integrity.

Similarly, Power BI is a leading self-service BI tool, which can be used for reporting and data analysis from various data sources. Power BI provides a user-friendly and straightforward drag and drop interface to work with it and get benefits from it. Power BI Produces highly interactive and beautiful graphs, dashboards, and reports in a matter of minutes. It allows you to fetch data from 60+ different sources.

As we all know, we can connect to the data from various sources in Power BI desktop, but have you ever tried to connect Tally software to Power BI Desktop without any connector? Here’s the solution…

My aim, really, is to deliver this blog to those who are unaware of the connection between Tally data and Power BI and to resolve the long-lasting issues.

Following are the steps to connect Tally with Power BI (without Any Connector).

In Tally.ERP9000 Software:

  • Go to F12
  • Advance Configuration
  • Under “Client Server Configuration,” set “Tally ERP9 acting as” to “Both.”
  • “Enable ODBC Server” to “Yes,” “Port” to “9000”

Picture1

Once configuration setup is done, navigate to the folder where tally is installed, search for regodbc32.exe and run this file as administrator.

Power BI:

Now open Power BI desktop and click on “Get Data” on the menu bar,

Picture2

A new window appears, click on the “More” option, a new window opens again, click on the “Other” option, and click “ODBC” option,

Picture3

Picture4

A new pop-up window appears, click on the drop-down and select “Tally ODBC 9000”,

Then click OK.

Picture5

You can now see the data in Tally ODBC 9000.

(If you have set User ID and Password for Tally Data, you must enter it in Power BI Desktop once asked)

Picture6      Picture7

Click on “Load” to upload the data to Power BI.

Note: –You must remember when you connect to ODBC with Power BI, Tally.ERP9000 should be connected to the server.

To connect Tally to Power BI, some common points to be remembered: While establishing the connection between the two, both software must be installed in the same machine.

Many small and mid-scale organizations are still using the Tally ERP tool for inventory management costing and cross-checking the accounts. Tally is expanding and targeting large-scale organizations. From my point of view, in the coming days, it will become essential to fetch the data from Tally to Power BI for reporting purposes. We can connect the Tally to Power BI by following the above steps, but remember to install the ODBC driver to simplify your work.

 

 

]]>
https://blogs.perficient.com/2021/09/28/procedure-to-connect-tally-data-to-power-bi/feed/ 2 297867