diff --git a/powerbi-docs/connect-data/service-r-packages-support.md b/powerbi-docs/connect-data/service-r-packages-support.md index b3b8a8f27a..d8f369b68e 100644 --- a/powerbi-docs/connect-data/service-r-packages-support.md +++ b/powerbi-docs/connect-data/service-r-packages-support.md @@ -2181,7 +2181,7 @@ The following table shows which packages aren't supported in the Power BI servic - R visuals aren't supported with Service Principal Profiles for App Owns Data. - The R visuals rendered from the Power BI service (for Premium/ F SKUs) will support payloads of < 30Mb. -- R visuals with HTML and XML packages fail to render due to Out Of Memory (OOM). Migrate the visual with the [PbiViz tool] (../developer/visuals/develop-power-bi-visuals#power-bi-visual-packages). The visual must render. +- R visuals with HTML and XML packages fail to render due to Out Of Memory (OOM). Migrate the visual with the [PbiViz tool](../developer/visuals/develop-power-bi-visuals.md#power-bi-visual-packages).The visual must render. diff --git a/powerbi-docs/consumer/mobile/mobile-iphone-app-get-started.md b/powerbi-docs/consumer/mobile/mobile-iphone-app-get-started.md index 09e972909c..851a3552fc 100644 --- a/powerbi-docs/consumer/mobile/mobile-iphone-app-get-started.md +++ b/powerbi-docs/consumer/mobile/mobile-iphone-app-get-started.md @@ -7,7 +7,7 @@ ms.reviewer: '' ms.service: powerbi ms.subservice: powerbi-mobile ms.topic: how-to -ms.date: 03/31/2024 +ms.date: 02/17/2025 ms.custom: intro-get-started --- # Get started with the Power BI mobile app on iOS devices @@ -27,7 +27,7 @@ Find out [what's new in the Power BI mobile apps](mobile-whats-new-in-the-mobile ## Download the app [Download the iOS app](https://go.microsoft.com/fwlink/?LinkId=522062 "Download the iOS app") from the Apple App Store to your iPhone or iPad. -You can run the Power BI mobile app for iOS on any device running iOS/iPadOS 16.4 or later. +You can run the Power BI mobile app for iOS on any device running iOS/iPadOS 17 or later. ## Sign up for the Power BI service If you haven't already signed up, go to [powerbi.com](https://powerbi.microsoft.com/get-started/), and select **Try Power BI for free**. diff --git a/powerbi-docs/create-reports/desktop-excel-stunning-report.md b/powerbi-docs/create-reports/desktop-excel-stunning-report.md index 76b4fcd6ed..c40bfca01a 100644 --- a/powerbi-docs/create-reports/desktop-excel-stunning-report.md +++ b/powerbi-docs/create-reports/desktop-excel-stunning-report.md @@ -1,102 +1,103 @@ --- -title: "Tutorial: From Excel workbook to stunning report in Power BI Desktop" -description: This tutorial shows how you can quickly create a stunning report from an Excel workbook. +title: "Tutorial: From Excel to stunning report in Power BI Desktop" +description: This tutorial shows how you can quickly create a stunning report in Power BI Desktop from an Excel workbook. author: kfollis ms.author: kfollis ms.reviewer: '' ms.service: powerbi ms.subservice: pbi-reports-dashboards ms.topic: tutorial -ms.date: 08/20/2024 +ms.date: 02/13/2025 LocalizationGroup: Data from files +#customer intent: As a business analyst, I want to create a visually appealing and informative report from Excel data in Power BI Desktop so that I can effectively communicate key insights and performance metrics to my manager and colleagues. --- # Tutorial: From Excel workbook to stunning report in Power BI Desktop [!INCLUDE [applies-yes-desktop-yes-service](../includes/applies-yes-desktop-yes-service.md)] -In this tutorial, you build a beautiful report from start to finish in 20 minutes! +In this tutorial, you build a beautiful report from start to finish in 20 minutes! -:::image type="content" source="media/desktop-excel-stunning-report/power-bi-excel-report-service.png" alt-text="Screenshot of your completed Power B I report in the Power B I service." lightbox="media/desktop-excel-stunning-report/power-bi-excel-report-service.png"::: +:::image type="content" source="media/desktop-excel-stunning-report/power-bi-excel-report-service.png" alt-text="Screenshot of your completed Power B I report in the Power B I service." lightbox="media/desktop-excel-stunning-report/power-bi-excel-report-service.png"::: -Your manager wants to see a report on your latest sales figures. They've requested an executive summary of: +Your manager wants to see a report on your latest sales figures. They've requested an executive summary of: -- Which month and year had the most profit? -- Where is the company seeing the most success (by country/region)? -- Which product and segment should the company continue to invest in? +- Which month and year had the most profit? +- Where is the company seeing the most success (by country/region)? +- Which product and segment should the company continue to invest in? -Using our sample finance workbook, we can build this report in no time. Here’s what the final report will look like. Let’s get started! +Using our sample finance workbook, we can build this report in no time. Here’s what the final report will look like. Let’s get started! In this tutorial, you'll learn how to: > [!div class="checklist"] -> * Download sample data two different ways -> * Prepare your data with a few transformations -> * Build a report with a title, three visuals, and a slicer -> * Publish your report to the Power BI service so you can share it with your colleagues +> * Download sample data. +> * Prepare your data with a few transformations. +> * Build a report with a title, three visuals, and a slicer. +> * Publish your report to the Power BI service so you can share it with your colleagues. ## Prerequisites - Before you start, you need to [download Power BI Desktop](https://powerbi.microsoft.com/desktop/). - If you're planning to publish your report to the Power BI service and you aren't signed up yet, [sign up for a free trial](https://app.powerbi.com/signupredirect?pbi_source=web). -## Get data +## Get data -You can get the data for this tutorial using one of two methods. +You can get the data for this tutorial using one of two methods: connect to the sample directly from Power BI Desktop, or download and open it in Power BI Desktop. ### Get data in Power BI Desktop -When you open Power BI Desktop, select **Try a sample semantic model** from the blank canvas. +When you open Power BI Desktop, select **Learn with sample data** from the Home page. -:::image type="content" source="media/desktop-excel-stunning-report/power-bi-desktop-canvas-sample-dataset.png" alt-text="Screenshot of Try a sample semantic model on the canvas." lightbox="media/desktop-excel-stunning-report/power-bi-desktop-canvas-sample-dataset.png"::: +:::image type="content" source="media/desktop-excel-stunning-report/power-bi-desktop-canvas-sample-dataset.png" alt-text="Screenshot of Learn with sample data tile highlighted in Power B I Desktop." lightbox="media/desktop-excel-stunning-report/power-bi-desktop-canvas-sample-dataset.png"::: -If you've landed on this tutorial from Power BI Desktop, go ahead and choose **Load data**. +In the dialog that opens, choose **Load sample data**. :::image type="content" source="media/desktop-excel-stunning-report/power-bi-two-ways-load-data.png" alt-text="Screenshot of Two ways to use sample data > Load data."::: ### Download the sample -You can also download the sample workbook directly. +You can also download the sample workbook directly. -1. Download the [Financial sample Excel workbook](https://go.microsoft.com/fwlink/?LinkID=521962). +1. Download the [Financial Sample Excel workbook](https://go.microsoft.com/fwlink/?LinkID=521962). 1. Open Power BI Desktop. -1. In the **Data** section of the **Home** ribbon, select **Excel**. -1. Navigate to where you saved the sample workbook, and select **Open**. +1. On the Home page, select **Excel workbook**. +1. Navigate to where you saved the sample workbook and select **Open**. -## Prepare your data +## Prepare your data -In **Navigator**, you have the option to *transform* or *load* the data. The Navigator provides a preview of your data so you can verify that you have the correct range of data. Numeric data types are italicized. If you need to make changes, transform your data before loading. To make the visualizations easier to read later, we do want to transform the data now. As you do each transformation, you see it added to the list under **Query Settings** in **Applied Steps** +In **Navigator**, you have the option to *transform* or *load* the data. The Navigator provides a preview of your data so you can verify that you have the correct range of data. Numeric data types are italicized. If you need to make changes, transform your data before loading. To make the visualizations easier to read later, we want to transform the data for this exercise. As you make each transformation in Power Query Editor, you see it added to the list under **Query Settings** in **APPLIED STEPS**. -1. Select the **Financials** table, and choose **Transform Data**. +1. Select the checkbox for the **financials** table, then select **Transform Data**. - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-financial-navigator.png" alt-text="Screenshot of Power BI Navigator with Financial sample data." lightbox="media/desktop-excel-stunning-report/power-bi-financial-navigator.png"::: + :::image type="content" source="media/desktop-excel-stunning-report/power-bi-financial-navigator.png" alt-text="Screenshot of Power BI Navigator with Financial sample data." lightbox="media/desktop-excel-stunning-report/power-bi-financial-navigator.png"::: -1. Select the **Units Sold** column. On the **Transform** tab, select **Data Type**, then select **Whole Number**. Choose **Replace current** to change the column type. +1. The Power Query Editor opens. Select the **Units Sold** column. On the **Transform** tab, select **Data Type**, then select **Whole Number**. In the **Change Column Type** dialog that opens, choose **Replace current**. - The top data cleaning step users do most often is changing data types. In this case, the units sold are in decimal form. It doesn’t make sense to have 0.2 or 0.5 of a unit sold, does it? So let’s change that to whole number. + Changing data types is the data cleaning step that users do most often. In this case, the units sold are in decimal form. It doesn’t make sense to have 0.2 or 0.5 of a unit sold, so we changed it to a whole number. - :::image type="content" source="media/desktop-excel-stunning-report/power-query-whole-number.png" alt-text="Screenshot of changing a decimal number to a whole number."::: + :::image type="content" source="media/desktop-excel-stunning-report/power-query-whole-number.png" alt-text="Screenshot of changing a decimal number to a whole number."::: -1. Select the **Segment** column. We want to make the segments easier to see in the chart later, so let’s format the Segment column. On the **Transform** tab, select **Format**, then select **UPPERCASE**. +1. We want to make the segments easier to see in the chart later, so let’s format the data in the Segment column. Select the **Segment** column. On the **Transform** tab, select **Format**, then select **UPPERCASE**. - :::image type="content" source="media/desktop-excel-stunning-report/power-query-upper-case.png" alt-text="screenshot of changing lowercase to uppercase headings."::: + :::image type="content" source="media/desktop-excel-stunning-report/power-query-upper-case.png" alt-text="Screenshot of changing the format from lowercase to uppercase."::: -1. Let's shorten the column name from **Month Name** to just **Month**. Double-click the **Month Name** column, and rename to just **Month**. +1. Let's shorten the column name from **Month Name** to just **Month**. Double-click the **Month Name** column, and rename it to **Month**. - :::image type="content" source="media/desktop-excel-stunning-report/power-query-month-name.png" alt-text="Screenshot of shortening column name."::: + :::image type="content" source="media/desktop-excel-stunning-report/power-query-month-name.png" alt-text="Screenshot of column name selected for editing."::: -1. In the **Product** column, select the dropdown and clear the box next to **Montana**. +1. On the **Product** column header, select the dropdown and clear the box next to **Montana**. - We know the Montana product was discontinued last month, so we want to filter this data from our report to avoid confusion. + We know the Montana product was discontinued last month, so we want to filter this data from our report to avoid confusion. - :::image type="content" source="media/desktop-excel-stunning-report/power-query-montana.png" alt-text="Screenshot of deleting Montana values."::: + :::image type="content" source="media/desktop-excel-stunning-report/power-query-montana.png" alt-text="Screenshot of cleared checkbox for Montana value."::: -1. You see that each transformation has been added to the list under **Query Settings** in **Applied Steps**. +1. You can see that each transformation has been added to the list under **Query Settings** in **APPLIED STEPS**. - :::image type="content" source="media/desktop-excel-stunning-report/power-query-applied-steps.png" alt-text="Screenshot of list of applied steps."::: + :::image type="content" source="media/desktop-excel-stunning-report/power-query-applied-steps.png" alt-text="Screenshot of transformations listed in applied steps."::: -1. Back on the **Home** tab, select **Close & Apply**. Our data is almost ready for building a report. +1. Back on the **Home** tab, select **Close & Apply**. Our data is almost ready for building a report. - You see the Sigma symbol in the Data list? Power BI has detected that those fields are numeric. Power BI also indicates the date field with a calendar symbol. + The sigma symbol in the Data list indicates a field that Power BI has detected is numeric. Power BI uses a calendar symbol to denote a date field. :::image type="content" source="media/desktop-excel-stunning-report/power-bi-fields-list-sigmas-date.png" alt-text="Screenshot of Data list with numeric fields and date field."::: @@ -110,27 +111,27 @@ Writing *measures* and creating *tables* in the *DAX* formula language is super :::image type="content" source="media/desktop-excel-stunning-report/desktop-new-measure-icon.png" alt-text="Screenshot of New measure icon on the Home ribbon." lightbox="media/desktop-excel-stunning-report/desktop-new-measure-icon.png"::: -1. Type this expression to add all the numbers in the Units Sold column. +1. Copy and paste this expression in the formula bar at the top of the report canvas to add all the numbers in the Units Sold column. ```dax Total Units Sold = SUM(financials[Units Sold]) ``` - -1. Select the check mark to commit. - + +1. Select the check mark to commit. The measure is added to the list in the Data pane. + :::image type="content" source="media/desktop-excel-stunning-report/dax-total-units-sold.png" alt-text="Screenshot of DAX expression Total Units Sold."::: - ### Create a new table - +### Create a new table + 1. Now select the **Table view** icon on the left. - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-data-view.png" alt-text="Screenshot of Table View icon."::: + :::image type="content" source="media/desktop-excel-stunning-report/power-bi-data-view.png" alt-text="Screenshot of Table view icon in Power B I Desktop."::: -1. On the **Home** ribbon, select **New table**. +1. On the **Home** ribbon, select **New table**. - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-new-table.png" alt-text="Screenshot of New Table icon."::: + :::image type="content" source="media/desktop-excel-stunning-report/power-bi-new-table.png" alt-text="Screenshot of New Table button in the Home ribbon."::: -1. Type this expression to generate a Calendar table of all dates between January 1, 2013, and December 31, 2014. +1. Copy and paste this expression in the formula bar to generate a Calendar table of all dates between January 1, 2013, and December 31, 2014. ```dax Calendar = CALENDAR(DATE(2013,01,01),Date(2014,12,31)) @@ -138,215 +139,202 @@ Writing *measures* and creating *tables* in the *DAX* formula language is super 1. Select the check mark to commit. - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-dax-expression.png" alt-text="Screenshot of DAX expression Calendar."::: + :::image type="content" source="media/desktop-excel-stunning-report/power-bi-dax-expression.png" alt-text="Screenshot of DAX expression to create a calendar table."::: Here are the first 23 rows of the single-column table you just created. - :::image type="content" source="media/desktop-excel-stunning-report/calendar-result.png" alt-text="Screenshot of the calendar you created with the DAX expression."::: - -1. Now select **Model view** on the left. + :::image type="content" source="media/desktop-excel-stunning-report/calendar-result.png" alt-text="Screenshot of calendar table created with DAX expression."::: - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-model-view.png" alt-text="Screenshot of Model View icon."::: +1. Now select **Model view** on the left. -1. Drag the **Date** field from the financials table to the **Date** field in the Calendar table to join the tables, and create a *relationship* between them. + :::image type="content" source="media/desktop-excel-stunning-report/power-bi-model-view.png" alt-text="Screenshot of model view icon in Power B I Desktop."::: + +1. Drag the **Date** field from the financials table to the **Date** field in the Calendar table to join the tables and create a *relationship* between them. In the **New relationship** dialog that opens, select **Save** to apply the selections that Power BI automatically filled in for you. :::image type="content" source="media/desktop-excel-stunning-report/power-bi-date-relationship.png" alt-text="Screenshot of relationship between Date fields."::: -## Build your report +## Build your report -Now that you've transformed and loaded your data, it's time to create your report. In the left rail, select **Report view**. +Now that you've transformed and loaded your data, it's time to create your report. In the left rail, select **Report view**. -:::image type="content" source="media/desktop-excel-stunning-report/report-view-icon.png" alt-text="Screenshot of Report view icon."::: +:::image type="content" source="media/desktop-excel-stunning-report/report-view-icon.png" alt-text="Screenshot of report view icon in Power B I Desktop."::: -In the Data pane on the right, you see the fields in the data model you created. +In the Data pane on the right, you see the fields in the data model you created. -Let’s build the final report, one visual at a time. +Let’s build the final report, one visual at a time. :::image type="content" source="media/desktop-excel-stunning-report/power-bi-report-by-numbers.png" alt-text="Screenshot of all the elements of the report, by number." lightbox="media/desktop-excel-stunning-report/power-bi-report-by-numbers.png"::: -### Visual 1: Add a title - -1. On the **Insert** ribbon, select **Text Box**. Type “Executive Summary – Finance Report”. -1. Select the text you typed. Set the **Font Size** to 20 and **Bold**. - - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-title-executive-summary.png" alt-text="Screenshot of formatting title."::: +### Visual 1: Add a title -1. Resize the box to fit on one line. +1. On the **Insert** ribbon, select **Text box**. Inside the text box, type “Executive Summary – Finance Report”. +1. Select the text you typed. Make the font **bold** and set the **size** to 20. -### Visual 2: Profit by Date + :::image type="content" source="media/desktop-excel-stunning-report/power-bi-title-executive-summary.png" alt-text="Screenshot of text box title selected for formatting."::: -Now, you create a line chart to see which month and year had the highest profit. +1. Resize the box to fit on one line. -1. From the Data pane, drag the **Profit** field to a blank area on the report canvas. By default, Power BI displays a column chart with one column, Profit. -1. Drag the **Date** field to the same visual. If you created a Calendar table in [Extra credit: Create a table in DAX](#create-a-new-table) earlier in this article, drag the **Date** field from your Calendar table instead. +### Visual 2: Profit by date - Power BI updates the column chart to show profit by the two years. +Now you create a line chart to see which month and year had the highest profit. - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-column-year.png" alt-text="Screenshot of Profit column chart." lightbox="media/desktop-excel-stunning-report/power-bi-column-year.png"::: +1. From the Data pane, drag the **Profit** field to a blank area on the report canvas. By default, Power BI displays a column chart with one column, Profit. +1. Drag the **Date** field to the same visual. Power BI updates the column chart to show monthly profit for the two years. -1. In the **Add data to your visual** section of the Visualizations pane, select the drop-down in the **X-axis** value. Change **Date** from **Date Hierarchy** to **Date**. + If you created a Calendar table in [Extra credit: Create a new table](#create-a-new-table) earlier in this article, expand the **Date** field in the Data pane, then select the checkbox for **Date Hierarchy**. Expand the field, then clear the checkboxes next to the **Quarter** and **Day** fields to display only Year and Month on the chart. Alternatively, remove the fields from where they're listed in the **X-axis** well on the **Build visual** tab of the **Visualizations** pane. - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-date-hierarchy-trim.png" alt-text="Screenshot of changing Date hierarchy to Date."::: + :::image type="content" source="media/desktop-excel-stunning-report/power-bi-column-chart-date.png" alt-text="Screenshot of column chart showing profit by month for two different years." lightbox="media/desktop-excel-stunning-report/power-bi-column-chart-date.png"::: - Power BI updates the column chart to show profit for each month. - - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-column-month.png" alt-text="Screenshot of column chart by month." lightbox="media/desktop-excel-stunning-report/power-bi-column-month.png"::: - -1. In the Visualizations pane, change the visualization type to **Line chart**. +1. On the Build visual tab, change the visualization type to **Line chart**. :::image type="content" source="media/desktop-excel-stunning-report/power-bi-profit-date-line-chart.png" alt-text="Screenshot of changing column to line chart."::: - Now you can easily see that December 2014 had the most profit. + Now you can easily see that December 2014 had the highest profit. -### Visual 3: Profit by Country/Region +### Visual 3: Profit by country/region Create a map to see which country/region had the highest profits. 1. From the Data pane, drag the **Country** field to a blank area on your report canvas to create a map. 1. Drag the **Profit** field to the map. - Power BI creates a map visual with bubbles representing the relative profit of each location. + Power BI adds bubbles representing the relative profit of each location to the map visual. - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-map-visual.png" alt-text="Screenshot of creating map chart." lightbox="media/desktop-excel-stunning-report/power-bi-map-visual.png"::: + :::image type="content" source="media/desktop-excel-stunning-report/power-bi-map-visual.png" alt-text="Screenshot of map visual showing profit by country." lightbox="media/desktop-excel-stunning-report/power-bi-map-visual.png"::: - Europe seems to be performing better than North America. + Europe seems to be performing better than North America. -### Visual 4: Sales by Product and Segment +### Visual 4: Sales by product and segment Create a bar chart to determine which companies and segments to invest in. -1. Drag the two charts you've created to be side by side in the top half of the canvas. Save some room on the left side of the canvas. -1. Select a blank area in the lower half of your report canvas. +1. Drag the two charts you've created to be side by side in the top half of the canvas. Save some room on the left side of the canvas. +1. Select a blank area in the lower half of your report canvas. -1. In the Data pane, select the **Sales**, **Product**, and **Segment** fields. +1. In the Data pane, select the **Sales**, **Product**, and **Segment** fields. - Power BI automatically creates a clustered column chart. + Power BI automatically creates a clustered column chart visualizing the data. -1. Drag the chart so it's wide enough to fill the space under the two upper charts. +1. Drag the handles on the chart so it's wide enough to fill the space under the two other visuals. - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-line-column-chart-inline.png" alt-text="Screenshot of a line chart." lightbox="media/desktop-excel-stunning-report/power-bi-line-column-chart-inline.png"::: + :::image type="content" source="media/desktop-excel-stunning-report/power-bi-line-column-chart-inline.png" alt-text="Screenshot of line chart and map visual positioned under report title and over column chart." lightbox="media/desktop-excel-stunning-report/power-bi-line-column-chart-inline.png"::: It looks like the company should continue to invest in the Paseo product and target the Small Business and Government segments. -### Visual 5: Year slicer - -Slicers are a valuable tool for filtering the visuals on a report page to a specific selection. In this case, we can create two different slicers to narrow in on performance for each month and year. One slicer uses the date field in the original table. The other uses the [date table you may have created for "extra credit"](#create-a-new-table) earlier in this tutorial. +### Visual 5: Year slicer +Slicers are a valuable tool for filtering the visuals on a report page to a specific selection. In this case, we can create two different slicers to narrow in on performance for each month and year. One slicer uses the Date field in the original table. The other uses the [Date table you may have created for "extra credit"](#create-a-new-table) earlier in this tutorial. **Date slicer using the original table** -1. In the Data pane, select the **Date** field in the Financials table. Drag it to the blank area on the left of the canvas. -1. In the Visualizations pane, choose **Slicer**. +1. In the Data pane, select the **Date** field in the financials table. Drag it to the blank area you reserved on the canvas. +1. In the Visualizations pane, choose **Slicer**. - Slicer is the icon with a funnel next to a tab, but without the small lightning bolt. Power BI automatically creates a numeric range slicer. + Slicer is the icon with a funnel next to a tab, but without the small lightning bolt. Power BI automatically creates a numeric range slicer. :::image type="content" source="media/desktop-excel-stunning-report/power-bi-date-numeric-range.png" alt-text="Screenshot of Date numeric range slicer."::: -1. You can drag the ends to filter, or select the arrow in the upper-right corner and change it to a different type of slicer. +1. You can drag the ends to filter the date range. You can also change to a different type of slicer on the Visualization pane's Format visual tab. The options are under **Visual** > **Slicer settings** > **Options** > **Style**. **Date slicer using the DAX table** -1. In the Data pane, select the **Date** field in the Calendar table. Drag it to the blank area on the left of the canvas. -1. In the Visualizations pane, choose **Slicer**. -1. In the Data section of the Visualizations pane, select the drop-down in **Data**. Remove Quarter and Day so only Year and Month are left. +1. In the Data pane, select the **Date** field in the Calendar table. Drag it to the blank area on the canvas. +1. On the Visualizations pane's Build visual tab, choose **Slicer**. +1. In the Data pane, expand the **Data** field and clear the boxes for Quarter and Day so only Year and Month are left. :::image type="content" source="media/desktop-excel-stunning-report/power-bi-date-hierarchy-trim.png" alt-text="Screenshot of changing the Date hierarchy."::: -1. Expand each year and resize the visual, so all months are visible. +1. Expand each year and resize the visual so that all months are visible. - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-hierarchy-date-slicer.png" alt-text="Screenshot of date hierarchy slicer."::: + :::image type="content" source="media/desktop-excel-stunning-report/power-bi-hierarchy-date-slicer.png" alt-text="Screenshot of date hierarchy slicer with both years expanded to show all months."::: We'll use this slicer in the finished report. -Now if your manager asks to see just 2013 data, you can use the slicer to select years, or specific months of each year. +Now, if your manager asks to see just 2013 data, you can use the slicer to select that year, or specific months of that year. ### Extra credit: Format the report -If you want to do some light formatting on this report to add more polish, here are a few easy steps. +If you want to do some light formatting on this report to add more polish, here are a few easy steps. **Theme** - On the **View** ribbon, change the theme to **Executive**. - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-theme-executive.png" alt-text="Screenshot of selecting the Executive theme."::: + :::image type="content" source="media/desktop-excel-stunning-report/power-bi-theme-executive.png" alt-text="Screenshot of selecting the Executive theme."::: -**Spruce up the visuals** +**Spruce up the visuals** -Make the following changes on the **Format** tab in the Visualizations pane. +With the appropriate visual selected, make the following changes on the **Visualizations** pane. -:::image type="content" source="media/desktop-excel-stunning-report/power-bi-format-tab-visualizations.png" alt-text="Screenshot of the Format tab in the Visualizations pane."::: +1. Select Visual 2, the column chart showing profit over time. Under **Format visual** > **General**, expand the **Title** section. Change the text in the **Text** field to “Profit by Month and Year” and change the **Font** size to **16**. Expand **Effects** and toggle **Shadow** to **On**. -1. Select Visual 2. In the **Title** section, change **Title text** to “Profit by Month and Year” and **Text size** to **16 pt**. Toggle **Shadow** to **On**. +1. Select Visual 3, the map. Under **Format visual** > **Visual**, expand **Map settings** and **Style**, then choose **Grayscale**. Under **Format visual** > **General**, expand the **Title** section and change the **Font** size to **16**. Expand **Effects** and toggle **Shadow** to **On**. -1. Select Visual 3. In the **Map styles** section, change **Theme** to **Grayscale**. In the **Title** section, change title **Text size** to **16 pt**. Toggle **Shadow** to **On**. +1. Select Visual 4, the clustered column chart showing sales by product and segment. Under **Format visual** > **General**, expand the **Title** section. Change the **Font** size to **16**. Expand **Effects** and toggle **Shadow** to **On**. -1. Select Visual 4. In the **Title** section, change title **Text size** to **16 pt**. Toggle **Shadow** to **On**. - -1. Select Visual 5. In the **Selection controls** section, toggle **Show "Select all" option** to **On**. In the **Slicer header** section, increase **Text size** to **16 pt**. +1. Select Visual 5, the year slicer. Under **Format visual** > **Visual**, expand **Slicer settings** > **Selection** and toggle **Show "Select all" option** to **On**. In the **Slicer header** section, increase the **Font** size to **16**. **Add a background shape for the title** -1. On the **Insert** ribbon, select **Shapes** > **Rectangle**. Place it at the top of the page, and stretch it to be the width of the page and height of the title. -1. In the **Format shape** pane, in the **Visual border** section, set it to **Off**. -1. In the **Fill** section, change **Fill color** to **Theme color 5 #6B91C9** (blue). +1. On the **Insert** tab in the ribbon at the top, select **Shapes** > **Rectangle**. Place it at the top of the page and adjust the dimensions to be the width of the page and height of the title. +1. In the **Format shape** pane, under **Shape**, expand the **Style** section and set **Border** to **Off**. +1. In the **Fill** section, change **Color** to **Theme color 5 #6B91C9** (blue). - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-theme-color-5.png" alt-text="Screenshot of Theme color 5."::: + :::image type="content" source="media/desktop-excel-stunning-report/power-bi-theme-color-5.png" alt-text="Screenshot of Theme color 5 highlighted."::: -1. On the **Format** tab, select **Send backward** > **Send to back**. -1. Select the text in Visual 1, the title, and change the font color to **White**. +1. On the **Format** tab in the ribbon, select **Send backward** > **Send to back** to position the shape behind the title text. +1. Select the text in Visual 1, the title, and change the font color to **White**. -**Add a background shape for visuals 2 and 3** +**Add a background shape for Visuals 2 and 3** -1. On the **Insert** ribbon, select **Shapes** > **Rectangle**, and stretch it to be the width and height of Visuals 2 and 3. -1. In the **Format shape** pane, in the **Border** section, change **Transparency** to **100%**. -2. In the **Fill** section, set the color to **White, 10% darker**. -3. On the **Format** tab, select **Send backward** > **Send to back**. +1. On the **Insert** tab in the ribbon at the top, select **Shapes** > **Rectangle**, then adjust the dimensions to be the width and height of Visuals 2 and 3. +1. In the **Format shape** pane, on the **Shape** tab, expand the **Style** and **Border** sections and change the **Transparency** value to **100%**. +1. In the **Fill** section, set the **Color** to **White, 10% darker**. +1. On the **Format** tab in the ribbon, select **Send backward** > **Send to back** to position the rectangle behind the visuals. ### Finished report -Here's how your final polished report will look: +Here's how your final, polished report will look: -:::image type="content" source="media/desktop-excel-stunning-report/power-bi-line-column-chart-inline.png" alt-text="Screenshot of final, formatted report." lightbox="media/desktop-excel-stunning-report/power-bi-line-column-chart-inline.png"::: +:::image type="content" source="media/desktop-excel-stunning-report/power-bi-line-column-chart-inline.png" alt-text="Screenshot of final, formatted report in Power B I Desktop." lightbox="media/desktop-excel-stunning-report/power-bi-line-column-chart-inline.png"::: -In summary, this report answers your manager’s top questions: +In summary, this report answers your manager’s top questions: -- Which month and year had the most profit? +- Which month and year had the most profit? - December 2014 + December 2014. -- Which country/region is the company seeing the most success in? +- Which country/region is the company seeing the most success in? - In Europe, specifically France and Germany. + In Europe, specifically France and Germany. -- Which product and segment should the company continue to invest in? +- Which product and segment should the company continue to invest in? - The company should continue to invest in the Paseo product and target the Small Business and Government segments. + The company should continue to invest in the Paseo product and target the Small Business and Government segments. ## Save your report -- On the **File** menu, select **Save**, or hold **Ctrl** and then press the **S** key. If you're saving the report for the first time, you're prompted for a location to save it to. +- On the **File** menu, select **Save**, or hold **Ctrl** and then press the **S** key. If you're saving the report for the first time, you're prompted for a name and location to save it to. -## Publish to the Power BI service to share +## Publish to the Power BI service to share -To share your report with your manager and colleagues, publish it to the Power BI service. When you share with colleagues that have a Power BI account, they can interact with your report, but can’t save changes. +To share your report with your manager and colleagues, publish it to the Power BI service. When you share with colleagues that have a Power BI account, they can interact with your report, but can’t save changes. -1. In Power BI Desktop, select **Publish** on the **Home** ribbon. +1. In Power BI Desktop, select **Publish** on the **Home** tab. - You may need to sign in to the Power BI service. If you don't have an account yet, you can [sign up for a free trial](https://app.powerbi.com/signupredirect?pbi_source=web). + You might need to sign in to the Power BI service. If you don't have an account yet, you can [sign up for a free trial](https://app.powerbi.com/signupredirect?pbi_source=web). -1. Select a destination such as **My workspace** in the Power BI service > **Select**. +1. Select a destination in the Power BI service where the report will be saved, such as My workspace. 1. Select **Open 'your-file-name' in Power BI**. :::image type="content" source="media/desktop-excel-stunning-report/open-power-bi.png" alt-text="Screenshot of opening your report in the Power BI service."::: - Your completed report opens in the browser. + Your published report opens in the browser. - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-excel-report-service.png" alt-text="Screenshot of your completed Power B I report in the Power B I service."::: + :::image type="content" source="media/desktop-excel-stunning-report/power-bi-excel-report-service.png" alt-text="Screenshot of your completed Power B I report in the Power B I service."::: 1. Select **Share** at the top of the report to share your report with others. - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-share-report.png" alt-text="Screenshot of sharing your report from the Power BI service."::: - ## Related content - [Tutorial: Analyze sales data from Excel and an OData feed](../connect-data/desktop-tutorial-analyzing-sales-data-from-excel-and-an-odata-feed.md) diff --git a/powerbi-docs/create-reports/media/desktop-excel-stunning-report/power-bi-column-chart-date.png b/powerbi-docs/create-reports/media/desktop-excel-stunning-report/power-bi-column-chart-date.png new file mode 100644 index 0000000000..140444a3f5 Binary files /dev/null and b/powerbi-docs/create-reports/media/desktop-excel-stunning-report/power-bi-column-chart-date.png differ diff --git a/powerbi-docs/create-reports/media/desktop-excel-stunning-report/power-bi-column-month.png b/powerbi-docs/create-reports/media/desktop-excel-stunning-report/power-bi-column-month.png 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a/powerbi-docs/developer/embedded/datasets-permissions.md b/powerbi-docs/developer/embedded/datasets-permissions.md index 2b98de22e5..68c40d1472 100644 --- a/powerbi-docs/developer/embedded/datasets-permissions.md +++ b/powerbi-docs/developer/embedded/datasets-permissions.md @@ -9,7 +9,7 @@ tags: '' ms.service: powerbi ms.subservice: powerbi-developer ms.topic: reference -ms.date: 11/09/2023 +ms.date: 11/09/2024 --- # Semantic model REST API permissions @@ -28,7 +28,7 @@ Power BI has two sets of permissions: Workspace permissions, also known as folder permissions or [roles](../../collaborate-share/service-roles-new-workspaces.md), are the highest level of permissions in Power BI. These permissions override permissions that are given to a specific item in the workspace folder. -The table below lists the four types of folder roles. It shows each role's level, and the code string returned by the Power BI REST APIs. Admin is the highest workspace permission level, and viewer is the lowest. Every permission level includes the capabilities of the permissions below it. You can review the capabilities of each permission in [Workspace roles](../../collaborate-share/service-roles-new-workspaces.md#workspace-roles). +The following table lists the four types of folder roles. It shows each role's level, and the code string returned by the Power BI REST APIs. Admin is the highest workspace permission level, and viewer is the lowest. Every permission level includes the capabilities of the permissions below it. You can review the capabilities of each permission in [Workspace roles](../../collaborate-share/service-roles-new-workspaces.md#workspace-roles). |Folder Role |Level |Derived permissions for semantic models created in the workspace | |------------|------|--------------------------| @@ -38,7 +38,7 @@ The table below lists the four types of folder roles. It shows each role's level |Viewer |1 |`Read` | >[!NOTE] ->The *write* permission is applied to Power BI semantic models created by *admin*, *member* and *contributor* users in a workspace they own. The write permission can be granted or deleted using workspace permissions only. It cannot directly be granted to, or deleted from, a Power BI item. +>The *write* permission is applied to Power BI semantic models created by *admin*, *member*, and *contributor* users in a workspace they own. The write permission can be granted or deleted using workspace permissions only. It can't directly be granted to, or deleted from, a Power BI item. #### Get and add workspace permissions with APIs @@ -56,14 +56,14 @@ Power BI items, such as reports, semantic models, and dashboards have their own ## Semantic model permissions and REST APIs -Semantic model permissions are part of the [item permissions](#item-permissions). The table below lists the Power BI semantic model permissions and their representation in the [Power BI REST APIs](/rest/api/power-bi/). +Semantic model permissions are part of the [item permissions](#item-permissions). The following table lists the Power BI semantic model permissions and their representation in the [Power BI REST APIs](/rest/api/power-bi/). >[!TIP] >Although the API permissions are identical to the Power BI service permissions, [`build`](#build-permissions-and-rest-apis) permissions are referred to as *explore* permissions in the APIs. |Permission |Read |Explore |Reshare | |-----------------------|---------|---------|---------| -|Description |Allows the user to read the content of the semantic model|Equivalent to [build permissions](#build-permissions-and-rest-apis) |Allows the user to share the content of the semantic model with other users who will get read, reshare, or explore permissions for it | +|Description |Allows the user to read the content of the semantic model|Equivalent to [build permissions](#build-permissions-and-rest-apis) |Allows the user to share the content of the semantic model with other users who get read, reshare, or explore permissions for it | |**ReadReshareExplore** | :::image type="icon" source="../../includes/media/yes-icon.svg" border="false"::: |:::image type="icon" source="../../includes/media/yes-icon.svg" border="false"::: |:::image type="icon" source="../../includes/media/yes-icon.svg" border="false"::: | |**ReadReshare** |:::image type="icon" source="../../includes/media/yes-icon.svg" border="false"::: |:::image type="icon" source="../../includes/media/no-icon.svg" border="false"::: |:::image type="icon" source="../../includes/media/yes-icon.svg" border="false"::: | |**ReadExplore** |:::image type="icon" source="../../includes/media/yes-icon.svg" border="false"::: |:::image type="icon" source="../../includes/media/yes-icon.svg" border="false"::: |:::image type="icon" source="../../includes/media/no-icon.svg" border="false"::: | @@ -74,7 +74,7 @@ Semantic model permissions are part of the [item permissions](#item-permissions) ### Build permissions and REST APIs -In the [Power BI REST APIs](/rest/api/power-bi/), the `build` permission is returned as *explore*. For example, a string with the *read*, *reshare* and *build* permissions, will look like this: `ReadReshareExplore`. +In the [Power BI REST APIs](/rest/api/power-bi/), the `build` permission is returned as *explore*. For example, a string with the *read*, *reshare* and *build* permissions, looks like this: `ReadReshareExplore`. When you give a user `build` permission, they can build new content on your semantic model. Examples of content they can build are reports, dashboards, pinned tiles from Q&A, paginated reports, and Insights Discovery. @@ -88,7 +88,7 @@ Users also need `build` permissions to work with data outside Power BI: ### Row-level security -For a semantic model that uses row-level security (RLS), any permissions *higher* than `build` will enable the user to view all the data in the semantic model. `Build`, and permissions lower than `build`, will only give the semantic model user access to the data they're allowed to see as configured in your RLS settings. +For a semantic model that uses row-level security (RLS), any permissions *higher* than `build` enables the user to view all the data in the semantic model. `Build`, and permissions lower than `build`, only give the semantic model user access to the data they're allowed to see as configured in your RLS settings. ### Get and update semantic model permissions with APIs @@ -107,9 +107,7 @@ For a semantic model that uses row-level security (RLS), any permissions *higher * [Datasets - Get Dataset Users](/rest/api/power-bi/datasets/get-dataset-users) * [Datasets - Get Dataset Users In Group](/rest/api/power-bi/datasets/get-dataset-users-in-group) -## Considerations and limitations - -Each of the above APIs comes with certain limitations regarding who can use them and how. To see the limitations of each API, select the link for that API. +Each of these APIs comes with certain limitations regarding who can use them and how. To see the limitations of each API, select the link for that API. ## Related content diff --git a/powerbi-docs/developer/embedded/embed-azure-analysis-services.md b/powerbi-docs/developer/embedded/embed-azure-analysis-services.md index 549a7a1a0b..de97453c1c 100644 --- a/powerbi-docs/developer/embedded/embed-azure-analysis-services.md +++ b/powerbi-docs/developer/embedded/embed-azure-analysis-services.md @@ -7,7 +7,8 @@ ms.reviewer: sabre ms.service: powerbi ms.subservice: powerbi-developer ms.topic: how-to -ms.date: 11/08/2023 +ms.date: 01/12/2025 +#customer intent: As an ISV, I want to embed a Power BI report that uses data stored in Azure Analysis Services (AAS) in an embed for your customers scenario, so that I can provide my customers with a report that uses data from an AAS database. --- # Embed a report with an Azure Analysis Services (AAS) database @@ -18,7 +19,7 @@ This article explains how to embed a Power BI report that uses data stored in [A ## Prerequisites -You'll need a report with a live connection to AAS database, with or without RLS. +You need a report with a live connection to AAS database, with or without RLS. ## Dynamic security - RLS @@ -52,10 +53,10 @@ Use the [**service principal object ID**](embedded-troubleshoot.md#whats-the-dif ## Analysis Service migration -You can [migrate from AAS to Power BI Premium](../../guidance/migrate-azure-analysis-services-to-powerbi-premium-migration-scenarios.md) even if you have an embedded AAS report. Your embedded report won't break during the migration, as long as the principal that's calling the [Embed Token - Generate Token](/rest/api/power-bi/embed-token/generate-token) API, is a member or admin of the workspace. +You can [migrate from AAS to Power BI Premium](../../guidance/migrate-azure-analysis-services-to-powerbi-premium-migration-scenarios.md) even if you have an embedded AAS report. Your embedded report doesn't break during the migration, as long as the principal that's calling the [Embed Token - Generate Token](/rest/api/power-bi/embed-token/generate-token) API, is a member or admin of the workspace. >[!NOTE] -> If the service principal is not an admin, and you don't want to make it an admin of the workspace when you migrate, migrate that model into a separate workspace where you can give it admin permissions. +> If the service principal isn't an admin, and you don't want to make it an admin of the workspace when you migrate, migrate that model into a separate workspace where you can give it admin permissions. ## Generate an embed token @@ -68,7 +69,7 @@ The information needed to generate an embed token depends on how you're connecte To generate an embed token, provide the following information: * **Username** (Optional if no RLS. Required for RLS) - The username must be the same as API caller (in this case, the Master user's [UPN](./pbi-glossary.md#user-principal-name-upn)). If the database doesn't use RLS, and no username is provided, the master user's credentials are used. -* **Role** (required for RLS) - The report will only display data if the effective identity is a member of the role. +* **Role** (required for RLS) - The report only displays data if the effective identity is a member of the role. Example: @@ -76,7 +77,7 @@ Define the user identity and roles for one of the following three scenarios: * If RLS isn't implemented: -There is no need to define any effective identity. +You don't need to define any effective identity. * If using static RLS: @@ -100,7 +101,7 @@ There is no need to define any effective identity. ``` >[!NOTE] - >`customData` in the embed token cannot be larger than 1,024 characters. + >`customData` in the embed token can't be larger than 1,024 characters. Use the effective identity to generate an embed token: @@ -175,7 +176,7 @@ public EmbedToken GetEmbedToken(Guid reportId, IList datasetIds, [Optional --- -Use the embed token to embed the report into your app or website. Your report will filter data according to the applied RLS in the report. +Use the embed token to embed the report into your app or website. Your report filters data according to the applied RLS in the report. ## Related content diff --git a/powerbi-docs/developer/embedded/projects-enhanced-report-format.md b/powerbi-docs/developer/embedded/projects-enhanced-report-format.md index 9237548fd4..8d2d10726f 100644 --- a/powerbi-docs/developer/embedded/projects-enhanced-report-format.md +++ b/powerbi-docs/developer/embedded/projects-enhanced-report-format.md @@ -45,17 +45,6 @@ PBIR is currently in preview. You can only create or convert existing Power BI p During preview, Fabric Git Integration and Fabric REST APIs continue to use PBIR-legacy (report.json) when exporting the report definitions. However, if the report is imported into Fabric using PBIR format, then both features start exporting the report definition using PBIR format. At general availability (GA), PBIR will become the default report format. -## Limitations - -Initially, the PBIR format has some service restrictions, such as these: - -- You can't use subscriptions. -- Mobile views are not displayed in Power BI Apps. -- Can't be deployed with deployment pipelines. -- Large reports with more than 500 files experience authoring performance issues (report viewing isn't affected), including: - - Saving in Power BI Desktop - - Synchronization in Fabric Git Integration - Refer to [PBIR documentation](/power-bi/developer/projects/projects-report#pbir-format) for more details. ## Next steps diff --git a/powerbi-docs/developer/embedded/rls-sso.md b/powerbi-docs/developer/embedded/rls-sso.md index 469696e863..c91099c220 100644 --- a/powerbi-docs/developer/embedded/rls-sso.md +++ b/powerbi-docs/developer/embedded/rls-sso.md @@ -7,7 +7,7 @@ ms.reviewer: ms.service: powerbi ms.subservice: powerbi-developer ms.topic: how-to -ms.date: 11/09/2023 +ms.date: 11/09/2024 # customer intent: As an ISV, I want to learn how to embed Power BI content with token-based, single sign-on (SSO) identities so I can provide secure access to my customers' data. --- @@ -75,40 +75,6 @@ See the following examples for generating embed tokens for different scenarios. #### [Power BI report with SSO](#tab/Power-BI-report-with-SSO) - - ```json { "datasets": [ diff --git a/powerbi-docs/developer/visuals/dataview-mappings.md b/powerbi-docs/developer/visuals/dataview-mappings.md index b859131e94..fcc0d2ac9a 100644 --- a/powerbi-docs/developer/visuals/dataview-mappings.md +++ b/powerbi-docs/developer/visuals/dataview-mappings.md @@ -7,7 +7,7 @@ ms.reviewer: tebercov ms.service: powerbi ms.subservice: powerbi-custom-visuals ms.topic: concept-article -ms.date: 12/12/2023 +ms.date: 12/12/2024 #customer intent: As a Power BI visual developer, I want to understand how data view mapping works in Power BI visuals so that I can create different types of visuals. --- diff --git a/powerbi-docs/developer/visuals/fetch-more-data.md b/powerbi-docs/developer/visuals/fetch-more-data.md index 2a049f732e..5d60669f81 100644 --- a/powerbi-docs/developer/visuals/fetch-more-data.md +++ b/powerbi-docs/developer/visuals/fetch-more-data.md @@ -7,7 +7,7 @@ ms.reviewer: tebercov ms.service: powerbi ms.subservice: powerbi-custom-visuals ms.topic: how-to -ms.date: 11/18/2023 +ms.date: 11/18/2024 #customer intent: As a Power BI visual developer, I want to learn how to fetch more data from Power BI so that I can display large semantic models in my visual. --- @@ -178,7 +178,7 @@ btn_click(){ As a response to calling the `this.host.fetchMoreData` method, Power BI calls the `update` method of the visual with a new segment of data. > [!NOTE] -> Although the data in the different updates of the data views are mostly exclusive, there is some overlap between consecutive data views. +> Although the data in the different updates of the data views are mostly exclusive, there's some overlap between consecutive data views. > > For table and categorical data mapping, the first `N` data view rows can be expected to contain data copied from the previous data view. > diff --git a/powerbi-docs/developer/visuals/format-pane-general.md b/powerbi-docs/developer/visuals/format-pane-general.md index 0b2ab8eb3d..3c060baea6 100644 --- a/powerbi-docs/developer/visuals/format-pane-general.md +++ b/powerbi-docs/developer/visuals/format-pane-general.md @@ -7,7 +7,7 @@ ms.reviewer: '' ms.service: powerbi ms.subservice: powerbi-custom-visuals ms.topic: how-to -ms.date: 12/12/2023 +ms.date: 01/12/2025 #customer intent: As a custom Power BI visual developer, I want to learn how to customize the new Format pane in Power BI custom visuals using the new formatting model so that I can create visuals that are easier for report creators to use. --- diff --git a/powerbi-docs/developer/visuals/import-visual.md b/powerbi-docs/developer/visuals/import-visual.md index 63ba490880..33b0579713 100644 --- a/powerbi-docs/developer/visuals/import-visual.md +++ b/powerbi-docs/developer/visuals/import-visual.md @@ -7,7 +7,7 @@ ms.reviewer: "" ms.service: powerbi ms.subservice: powerbi-custom-visuals ms.topic: how-to -ms.date: 12/2/2023 +ms.date: 01/12/2025 #customer intent: As a Power BI user, I want to learn how to import a custom visual from AppSource or from a file so that I can use it in my Power BI reports. --- diff --git a/powerbi-docs/developer/visuals/permissions-api.md b/powerbi-docs/developer/visuals/permissions-api.md index dba43b8749..ce3d153e34 100644 --- a/powerbi-docs/developer/visuals/permissions-api.md +++ b/powerbi-docs/developer/visuals/permissions-api.md @@ -7,7 +7,7 @@ ms.reviewer: ms.service: powerbi ms.subservice: powerbi-custom-visuals ms.topic: reference -ms.date: 06/28/2022 +ms.date: 06/28/2024 --- # Check permissions API diff --git a/powerbi-docs/developer/visuals/power-bi-custom-visuals-certified.md b/powerbi-docs/developer/visuals/power-bi-custom-visuals-certified.md index 584cdc7edb..7fb64f5f80 100644 --- a/powerbi-docs/developer/visuals/power-bi-custom-visuals-certified.md +++ b/powerbi-docs/developer/visuals/power-bi-custom-visuals-certified.md @@ -76,9 +76,6 @@ Make sure that the following commands don't return any errors. * `npm audit` - Must not return any warnings with high or moderate level. * `ESlint` with the [required configuration](https://www.npmjs.com/package/eslint-plugin-powerbi-visuals). This command must not return any lint errors. - >[!NOTE] - > We're in the process of migrating from TSlint to ESLint. Visuals using TSlint will be accepted for certification until March 2023. After that, ESlint will be required. - ### Compiling requirements Use the latest version of [powerbi-visuals-tools](https://www.npmjs.com/package/powerbi-visuals-tools) to write the Power BI visual. diff --git a/powerbi-docs/developer/visuals/power-bi-custom-visuals-troubleshoot.md b/powerbi-docs/developer/visuals/power-bi-custom-visuals-troubleshoot.md index 188395352a..5d02d72c92 100644 --- a/powerbi-docs/developer/visuals/power-bi-custom-visuals-troubleshoot.md +++ b/powerbi-docs/developer/visuals/power-bi-custom-visuals-troubleshoot.md @@ -7,10 +7,11 @@ ms.reviewer: "" ms.service: powerbi ms.subservice: powerbi-custom-visuals ms.topic: troubleshooting -ms.date: 12/21/2023 +ms.date: 12/21/2024 +# customer intent: As a Power BI developer, I want to learn how to troubleshoot common issues that might occur when setting up my developer environment for creating custom Power BI visuals so that I can develop my visuals effectively. --- -# Troubleshoot your Power BI developer environment setup +# Troubleshoot your Power BI developer environment setup for custom visuals This article explains how to diagnose and fix the following common problems that can occur when setting up your developer environment for creating custom Power BI visuals. diff --git a/powerbi-docs/developer/visuals/total-subtotal-api.md b/powerbi-docs/developer/visuals/total-subtotal-api.md index fe75b0dbcf..94bb9afbf4 100644 --- a/powerbi-docs/developer/visuals/total-subtotal-api.md +++ b/powerbi-docs/developer/visuals/total-subtotal-api.md @@ -7,7 +7,7 @@ ms.reviewer: tebercov ms.service: powerbi ms.subservice: powerbi-custom-visuals ms.topic: how-to -ms.date: 11/22/2023 +ms.date: 11/22/2024 #customer intent: As a Power BI visual developer, I want to learn how to use the Total and Subtotal API to request aggregated subtotal data from the Power BI host. --- @@ -31,7 +31,7 @@ The API offers the following customization for each data-view type (currently, o * `columnSubtotals`: (boolean) Indicates if the *subtotal* data should be requested for all fields in the columns field well. * `columnSubtotalsPerLevel`: (boolean) Indicates if the *subtotal* data can be toggled for individual fields in the columns field well. * `levelSubtotalEnabled`: (boolean) Indicates if the subtotals are requested for the row or column. Unlike all the other properties, this property is applied to individual rows or columns. -* `rowSubtotalsType`: ("Top" or "Bottom") Indicates if the row with the *total* data should be retrieved before (`top`) or after (`bottom`) the rest of the data. If this property is set to `bottom`, the total can only be displayed after all the data has been fetched. The default is `bottom`. +* `rowSubtotalsType`: ("Top" or "Bottom") Indicates if the row with the *total* data should be retrieved before (`top`) or after (`bottom`) the rest of the data. If this property is set to `bottom`, the total can only be displayed after all the data is fetched. The default is `bottom`. Each of these switches is assigned a value based on the related properties in the property pane and the defaults. diff --git a/powerbi-docs/developer/visuals/unit-tests-introduction.md b/powerbi-docs/developer/visuals/unit-tests-introduction.md index 81f27ad243..169c4d0570 100644 --- a/powerbi-docs/developer/visuals/unit-tests-introduction.md +++ b/powerbi-docs/developer/visuals/unit-tests-introduction.md @@ -7,7 +7,7 @@ ms.reviewer: tebercov ms.service: powerbi ms.subservice: powerbi-custom-visuals ms.topic: tutorial -ms.date: 12/1/2023 +ms.date: 12/1/2024 #customer intent: As a Power BI visual developer, I want to learn how to write unit tests for my visual so that I can ensure the visual works as expected. --- @@ -422,7 +422,7 @@ export class SampleBarChartDataBuilder extends TestDataViewBuilder { The `SampleBarChartDataBuilder` class extends `TestDataViewBuilder` and implements the abstract method `getDataView`. -When you put data into data-field buckets, Power BI produces a categorical `dataview` object that's based on your data. +When you put data into data-field buckets, Power BI produces a categorical `dataview` object based on your data. :::image type="content" source="media/unit-tests-introduction/fields-buckets.png" alt-text="Screenshot of Power BI, which shows the data fields buckets are empty."::: @@ -621,7 +621,7 @@ npm run test > [!NOTE] > You must install Google Chrome locally. -In the command-line window, you'll get following output: +In the command-line window, you get following output: ```cmd > karma start diff --git a/powerbi-docs/developer/visuals/utils-formatting-model.md b/powerbi-docs/developer/visuals/utils-formatting-model.md index 6160c5dfd1..b8e27446f9 100644 --- a/powerbi-docs/developer/visuals/utils-formatting-model.md +++ b/powerbi-docs/developer/visuals/utils-formatting-model.md @@ -8,7 +8,7 @@ ms.reviewer: tebercov ms.service: powerbi ms.subservice: powerbi-custom-visuals ms.topic: reference -ms.date: 10/23/2023 +ms.date: 10/23/2024 ms.custom: engagement-fy23 --- @@ -347,7 +347,7 @@ new formattingSettings.ColorPicker({ ## Reset settings to default -Formatting model utils will enable you to [reset settings to default](./format-pane-example.md#reset-settings-to-default) by automatically adding all the formatting properties descriptors to the formatting card list of features to revet to default descriptors `revertToDefaultDescriptors`. +Formatting model utils enable you to [reset settings to default](./format-pane-example.md#reset-settings-to-default) by automatically adding all the formatting properties descriptors to the formatting card list of features to revet to default descriptors `revertToDefaultDescriptors`. You can enable resetting formatting settings from: diff --git a/powerbi-docs/developer/visuals/utils-type.md b/powerbi-docs/developer/visuals/utils-type.md index f17b4fa5ea..deccbaadcf 100644 --- a/powerbi-docs/developer/visuals/utils-type.md +++ b/powerbi-docs/developer/visuals/utils-type.md @@ -8,7 +8,7 @@ ms.reviewer: tebercov ms.service: powerbi ms.subservice: powerbi-custom-visuals ms.topic: concept-article -ms.date: 01/04/2024 +ms.date: 01/04/2025 #customer intent: As a developer, I want to understand how to use type utils to enhance my Power BI visuals. --- diff --git a/powerbi-docs/developer/visuals/visuals-interactions.md b/powerbi-docs/developer/visuals/visuals-interactions.md index 4a88f810da..b6227ee682 100644 --- a/powerbi-docs/developer/visuals/visuals-interactions.md +++ b/powerbi-docs/developer/visuals/visuals-interactions.md @@ -7,7 +7,7 @@ ms.reviewer: tebercov ms.service: powerbi ms.subservice: powerbi-custom-visuals ms.topic: how-to -ms.date: 10/22/2023 +ms.date: 10/22/2024 #customer intent: As a Power BI developer, I want to learn how to check whether Power BI visuals should allow visual interactions so that I can create effective interactive visuals. --- diff --git a/powerbi-docs/enterprise/service-security-sensitivity-label-overview.md b/powerbi-docs/enterprise/service-security-sensitivity-label-overview.md index a0eeaa588b..b2c2abccb4 100644 --- a/powerbi-docs/enterprise/service-security-sensitivity-label-overview.md +++ b/powerbi-docs/enterprise/service-security-sensitivity-label-overview.md @@ -7,7 +7,7 @@ manager: kfollis ms.service: powerbi ms.subservice: powerbi-eim ms.topic: conceptual -ms.date: 12/15/2024 +ms.date: 02/16/2025 LocalizationGroup: Data from files --- # Sensitivity labels in Power BI @@ -291,6 +291,8 @@ The *Do Not Forward* and *user-defined* types refer to labels defined in the [Mi * **Export to PDF in Desktop** supports sensitivity labels as a preview feature that is on by default. To turn off the preview feature, go to **File > Options and settings > Options > Preview features**, and uncheck **Enable setting sensitivity label on exported PDF**. If you turn off the preview feature, when you export a file that has a sensitivity label to PDF, the PDF won't receive the label and no protection will be applied. +* Exporting a report with a protected sensitivity label from the Power BI service to a .pbix file might fail if the .pbix file size starts to exceed 6 GB. + * If you overwrite a labeled semantic model or report in the service with an unlabeled .pbix file, the labels in the service will be retained. ## Related content diff --git a/powerbi-docs/transform-model/log-analytics/desktop-log-analytics-overview.md b/powerbi-docs/transform-model/log-analytics/desktop-log-analytics-overview.md index b1674c8626..c0e6837886 100644 --- a/powerbi-docs/transform-model/log-analytics/desktop-log-analytics-overview.md +++ b/powerbi-docs/transform-model/log-analytics/desktop-log-analytics-overview.md @@ -67,7 +67,7 @@ Keep the following considerations and limitations in mind when working with Azur * Semantic models created on the web by uploading a CSV file don't generate logs. * If you have Multi-Factor Auth (MFA) in place for Azure but not Power BI, the configuration screens will give general Azure errors. A workaround is to first sign in to the [Azure portal](https://portal.azure.com), complete the MFA challenge and then log into Power BI in the same browser session. * If you're using private links/VNets to isolate your Log Analytics workspaces, data ingestion into Log Analytics is unaffected. However, the [Log Analytics Template app(https://appsource.microsoft.com/product/power-bi/pbi_pcmm.powerbiloganalyticsforasengine?tab=Overview)] won't work because it relies on a public endpoint that is no longer accessible by the Power Service as a private link. A workaround is to use the [.pbit report template(https://github.com/microsoft/PowerBI-LogAnalytics-Template-Reports)] and refresh the data from inside the private VNet. You must set up a custom DNS mapping to ensure the public endpoint uses a private internal IP. -* For the Log Analytics feature, Power BI only sends data to the *PowerBIDatasetsWorkspace* table and doesn't send data to the to *PowerBIDatasetsTenant* table. This avoids storing duplicate data about log analytics in both locations. +* For the Log Analytics feature, Power BI only sends data to the *PowerBIDatasetsWorkspace* table and doesn't send data to the *PowerBIDatasetsTenant* table. This avoids storing duplicate data about log analytics in both locations. ## Related content