diff --git a/power-bi-line-column-chart-inline.png b/power-bi-line-column-chart-inline.png new file mode 100644 index 0000000000..672603caad Binary files /dev/null and b/power-bi-line-column-chart-inline.png differ diff --git a/powerbi-docs/connect-data/incremental-refresh-overview.md b/powerbi-docs/connect-data/incremental-refresh-overview.md index 8f13cbe60f..c96e3fd71f 100644 --- a/powerbi-docs/connect-data/incremental-refresh-overview.md +++ b/powerbi-docs/connect-data/incremental-refresh-overview.md @@ -7,7 +7,7 @@ ms.reviewer: chwade ms.service: powerbi ms.subservice: pbi-data-sources ms.topic: concept-article -ms.date: 08/13/2024 +ms.date: 08/20/2024 #customer intent: As a Power BI user, I want to learn how to configure and use incremental refresh in Power BI to capture fast-moving data, so that I can improve the performance of model refreshes and reduce resource consumption. --- # Incremental refresh and real-time data for semantic models @@ -152,9 +152,6 @@ For *very large* models in Premium capacities that likely contain billions of ro By default, the current date and time is determined based on Coordinated Universal Time (UTC) at the time of refresh. For on-demand and scheduled refreshes, you can configure a different time zone under 'Refresh' that will be taken into account when determining the current date and time. For example, a refresh that occurs at 8:00 PM Pacific Time (US and Canada) with a time zone configured determines the current date and time based on Pacific Time, not UTC, which would return the next day. -> [!NOTE] -> The time zone configuration is taken into account even if the scheduled refresh is disabled. - :::image type="content" source="media/incremental-refresh-overview/time-zone.png" alt-text="Screenshot of Scheduled refresh dialog showing the Time zone input field"::: Refresh operations not invoked through the Power BI service, such as the [XMLA TMSL refresh command](/analysis-services/tmsl/refresh-command-tmsl?view=power-bi-premium-current&preserve-view=true) or [enhanced refresh API](/power-bi/connect-data/asynchronous-refresh#parameters), do not consider the configured scheduled refresh time zone and default to UTC. diff --git a/powerbi-docs/create-reports/desktop-custom-format-strings.md b/powerbi-docs/create-reports/desktop-custom-format-strings.md index 2d89e6e9f6..b45a5a96b0 100644 --- a/powerbi-docs/create-reports/desktop-custom-format-strings.md +++ b/powerbi-docs/create-reports/desktop-custom-format-strings.md @@ -18,9 +18,32 @@ With custom format strings in **Power BI Desktop**, you can customize how fields ![Screenshot of Power BI desktop in Modeling view, highlighting Custom in the Format dropdown menu.](media/desktop-custom-format-strings/custom-format-strings-01.png) +Format strings exist on three levels: + +- **Model**. You can set a format string for fields in the model or use a [dynamic format string](../create-reports/desktop-dynamic-format-strings.md) to format your measure. Anywhere you use that field the format string is applied, unless overridden by a visual or element level format string. +- **Visual**. You can set format strings on any column, measure, or visual calculation that is on your visual, even if they already had a format string. In that case the model level format string is overridden, and the visual level format string is used. If you change the aggregation on a field, which invalidates a previously set visual level format string, the format string is removed. Visual level format strings for fields are persisted for fields, but not for visual calculations. If you set a visual level format string on a field and then remove and readd that field to the same visual, the visual level format string is reinstated. In contrast, for a visual calculation, the format string isn't reinstated. +- **Element**. You can set a format string for data labels and for specific elements of the new card and the new slicer visuals. This level will be expanded to include more in the future. Any format string you set here overrides the format string set on the visual and model level. + +These levels are hierarchical, with the model level being the lowest level and the element level the highest. A format string defined on a column, measure, or visual calculation on a higher level overrides what was defined on a lower level. + +Since visual calculations aren't in the model, they can't have a format string set on the model level but can on the visual, or element level. Measures and columns can have format strings on all three levels: + +| **Level** | **Impacts** | **Available for**| +| --- | --- | --- | +| Element | Selected element of the selected visual | Measures, Columns, Visual Calculations | +| Visual | Selected visual | Measures, Columns, Visual Calculations | +| Model | All visuals, all pages, all reports on the same model | Measures, Columns | + +![Diagram showing the three levels of format strings available (model, visual, element. It also shows that visual calculations can only have visual and element level format strings, while measures and columns can have format strings on all levels.](media/desktop-custom-format-strings/custom-format-strings-levels.png) + +The element level format string is only available to specific visuals and data labels at this time. + ## How to use custom format strings -To create custom format strings, select the field in the **Modeling** view, and then select the dropdown arrow under **Format** in the **Properties** pane. +To use custom format strings, you first need to decide which level you're going to work on: Model, Visual or Element. + +### Add a model level format string +To create custom format strings in the model, select the field in the **Modeling** view, and then select the dropdown arrow under **Format** in the **Properties** pane. ![Screenshot of the Properties pane, highlighting the Format menu.](media/desktop-custom-format-strings/custom-format-strings-02.png) @@ -28,10 +51,27 @@ Once you've selected **Custom** from the **Format** dropdown menu, choose from a ![Screenshot of the Formatting menu, highlighting Custom.](media/desktop-custom-format-strings/custom-format-strings-03.png) +### Add a visual level format string +To create a visual level format string, first add the field or [visual calculation](../transform-model/desktop-visual-calculations-overview.md) to your visual. Then, with your visual selected, open the format pane and go to the **General** section of the format pane. Find the **Format data** settings and configure the format string there: + +![Screenshot of the Format pane for a visual, showing the Data format settings in the General section.](media/desktop-custom-format-strings/custom-format-strings-visual-level-format-string.png) + +> [!NOTE] +> For now, you will need to enter a [.NET format string](/dotnet/standard/base-types/formatting-types#format-strings-and-net-types) instead of a [VBA format string](#supported-custom-format-syntax). This is a temporary issue that will be resolved in a future release. + +### Add an element level format string +To create an element level format string, open the format pane and find the format string sections for the element you want to set the format on. Keep in mind that not all elements support format strings. To set a format string on a data label, open the **Visual** section of the format pane, set **Data Labels** > **Value** > **Display units** to custom and enter the format code: + +![Screenshot of the Format pane for a visual, showing the Value format settings for Data Labels in the Visual section.](media/desktop-custom-format-strings/custom-format-strings-element-level-format-string.png) + + ## Supported custom format syntax Custom format strings follow the VBA style syntax, common to Excel and other Microsoft products, but they don't support all syntax used in other products. +> [!NOTE] +> For now, visual level format strings require you to enter a [.NET format string](/dotnet/standard/base-types/formatting-types#format-strings-and-net-types) instead. This is a temporary issue that will be resolved in a future release. + The following tables define the syntax supported in Power BI. ### Supported Date symbols @@ -138,6 +178,10 @@ The following table identifies characters you can use to create **user-defined n | ( **\\** ) | Display the next character in the format string. To display a character that has special meaning as a literal character, precede it with a backslash (\\). The backslash itself isn't displayed. Using a backslash is the same as enclosing the next character in double quotation marks. To display a backslash, use two backslashes (\\\\). Date-formatting and time-formatting characters (a, c, d, h, m, n, p, q, s, t, w, /, and :) can't be displayed as literal characters, the numeric-formatting characters (#, 0, %, E, e, comma, and period), and the string-formatting characters (@, &, <, >, and !). | | ("ABC") | Display the string inside the double quotation marks (" "). | +## Considerations and limitations + +- You can't set a custom format string for fields that are of type string or boolean. + ## Related content For more information, see: diff --git a/powerbi-docs/create-reports/desktop-excel-stunning-report.md b/powerbi-docs/create-reports/desktop-excel-stunning-report.md index f08f6ff50a..ee8ffefebc 100644 --- a/powerbi-docs/create-reports/desktop-excel-stunning-report.md +++ b/powerbi-docs/create-reports/desktop-excel-stunning-report.md @@ -7,7 +7,7 @@ ms.reviewer: '' ms.service: powerbi ms.subservice: pbi-reports-dashboards ms.topic: tutorial -ms.date: 08/16/2024 +ms.date: 08/20/2024 LocalizationGroup: Data from files --- # Tutorial: From Excel workbook to stunning report in Power BI Desktop @@ -16,7 +16,7 @@ LocalizationGroup: Data from files 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-formatted-report.png" alt-text="Screenshot of finished Power BI report." lightbox="media/desktop-excel-stunning-report/power-bi-excel-formatted-report.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: @@ -224,9 +224,9 @@ Create a bar chart to determine which companies and segments to invest in. 1. Drag the chart so it's wide enough to fill the space under the two upper charts. - :::image type="content" source="media/desktop-excel-stunning-report/power-bi-clustered-column-chart-inline.png" alt-text="Screenshot of a clustered column chart." lightbox="media/desktop-excel-stunning-report/power-bi-clustered-column-chart-inline.png"::: + :::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"::: - Looks like the company should continue to invest in the Paseo product and target the Small Business and Government segments. + 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 @@ -236,7 +236,7 @@ Slicers are a valuable tool for filtering the visuals on a report page to a spec **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. -2. In the Visualizations pane, choose **Slicer**. +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. @@ -247,18 +247,18 @@ Slicers are a valuable tool for filtering the visuals on a report page to a spec **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. -2. In the Visualizations pane, choose **Slicer**. -3. 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 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. :::image type="content" source="media/desktop-excel-stunning-report/power-bi-date-hierarchy-trim.png" alt-text="Screenshot of changing the Date hierarchy."::: -4. Expand each year and resize the visual, so all months are visible. +1. Expand each year and resize the visual, so 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."::: We'll use this slicer in the finished report. -Now if your manager asks to see just 2013 data, you can use either 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 years, or specific months of each year. ### Extra credit: Format the report @@ -306,7 +306,7 @@ Make the following changes on the **Format** tab in the Visualizations pane. 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a/powerbi-docs/developer/projects/projects-azdo.md +++ b/powerbi-docs/developer/projects/projects-azdo.md @@ -7,7 +7,7 @@ ms.reviewer: ruiromano ms.service: powerbi ms.subservice: powerbi-developer ms.topic: concept-article -ms.date: 05/31/2024 +ms.date: 08/13/2024 #customer intent: As a Power BI developer, I want to learn how to use Azure DevOps integration with Power BI Desktop projects so that I can streamline my development processes, source control, and collaboration with Azure DevOps Git repositories. --- diff --git a/powerbi-docs/developer/projects/projects-build-pipelines.md b/powerbi-docs/developer/projects/projects-build-pipelines.md index b9640997ad..22730a1557 100644 --- a/powerbi-docs/developer/projects/projects-build-pipelines.md +++ b/powerbi-docs/developer/projects/projects-build-pipelines.md @@ -7,7 +7,7 @@ ms.reviewer: ruiromano ms.service: powerbi ms.subservice: powerbi-developer ms.topic: tutorial -ms.date: 02/17/2024 +ms.date: 08/13/2024 --- # Power BI Project (PBIP) and Azure DevOps build pipelines for validation diff --git a/powerbi-docs/developer/projects/projects-dataset.md b/powerbi-docs/developer/projects/projects-dataset.md index edf289a328..d91075fd04 100644 --- a/powerbi-docs/developer/projects/projects-dataset.md +++ b/powerbi-docs/developer/projects/projects-dataset.md @@ -7,7 +7,7 @@ ms.reviewer: ruiromano ms.service: powerbi ms.subservice: powerbi-developer ms.topic: conceptual -ms.date: 03/14/2024 +ms.date: 08/13/2024 --- # Power BI Desktop project semantic model folder diff --git a/powerbi-docs/developer/projects/projects-git.md b/powerbi-docs/developer/projects/projects-git.md index a822620c55..38bc81cce3 100644 --- a/powerbi-docs/developer/projects/projects-git.md +++ b/powerbi-docs/developer/projects/projects-git.md @@ -7,7 +7,7 @@ ms.reviewer: ruiromano ms.service: powerbi ms.subservice: powerbi-developer ms.topic: concept-article -ms.date: 05/31/2024 +ms.date: 08/13/2024 #customer intent: As a Power BI developer, I want to learn how to use Git integration with Power BI Desktop projects so that I can streamline my development processes, source control, and collaboration with Git repositories. --- diff --git a/powerbi-docs/developer/projects/projects-overview.md b/powerbi-docs/developer/projects/projects-overview.md index 7fb06ffb19..dc285b9c05 100644 --- a/powerbi-docs/developer/projects/projects-overview.md +++ b/powerbi-docs/developer/projects/projects-overview.md @@ -7,7 +7,7 @@ ms.reviewer: ruiromano ms.service: powerbi ms.subservice: powerbi-developer ms.topic: conceptual -ms.date: 07/24/2024 +ms.date: 08/13/2024 --- # Power BI Desktop projects (PREVIEW) diff --git a/powerbi-docs/developer/projects/projects-report.md b/powerbi-docs/developer/projects/projects-report.md index eaf0594ffd..85bffae18f 100644 --- a/powerbi-docs/developer/projects/projects-report.md +++ b/powerbi-docs/developer/projects/projects-report.md @@ -7,7 +7,7 @@ ms.reviewer: ruiromano ms.service: powerbi ms.subservice: powerbi-developer ms.topic: conceptual -ms.date: 03/27/2024 +ms.date: 08/13/2024 --- # Power BI Desktop project report folder diff --git a/powerbi-docs/docfx.json b/powerbi-docs/docfx.json index 0f3dc6161c..73c5bc5f83 100644 --- a/powerbi-docs/docfx.json +++ b/powerbi-docs/docfx.json @@ -64,6 +64,25 @@ "**/*.md": [ "show_binary_rating" ] + }, + "ms.subservice": { + "collaborate-share/**/*.md": "pbi-collaborate-share", + "connect-data/**/*.md": "pbi-data-sources", + "consumer/**/*.md": "pbi-explore", + "create-reports/**/*.md": "pbi-reports-dashboards", + "developer/**/*.md": "powerbi-developer", + "enterprise/**/*.md": "powerbi-admin", + "fundamentals/**/*.md": "pbi-fundamentals", + "guidance/**/*.md": "admin", + "guided-learning/**/*.md": "*", + "learning-catalog/**/*.md": "*", + "natural-language/**/*.md": "powerbi-ai", + "paginated-reports/**/*.md": "pbi-reports-dashboards", + "report-server/**/*.md": "powerbi-report-server", + "support/**/*.md": "pbi-troubleshooting", + "transform-model/**/*.md": "pbi-transform-model", + "troubleshoot/**/*.md": "*", + "visuals/**/*.md": "pbi-visuals" } }, "template": [], diff --git a/powerbi-docs/fundamentals/desktop-latest-update-archive.md b/powerbi-docs/fundamentals/desktop-latest-update-archive.md index 90e234d959..d9184efadc 100644 --- a/powerbi-docs/fundamentals/desktop-latest-update-archive.md +++ b/powerbi-docs/fundamentals/desktop-latest-update-archive.md @@ -7,7 +7,7 @@ ms.reviewer: '' ms.service: powerbi ms.subservice: pbi-fundamentals ms.topic: conceptual -ms.date: 07/11/2024 +ms.date: 08/21/2024 LocalizationGroup: Get started no-loc: [Copilot] ms.collection: ce-skilling-ai-copilot @@ -32,6 +32,107 @@ The following sections describe previous months' updates to **Power BI Desktop** +## July 2024 Update (2.131.901.0) + +July let you declare independence from waiting on others to create compelling reports and visuals, enabling you to launch your own spectacular display of sizzling analytics and insights. + +This article describes updates to **Power BI Desktop** and the **Power BI service**. To learn about updates for mobile, check out [What's new in the mobile apps for Power BI](../consumer/mobile/mobile-whats-new-in-the-mobile-apps.md). + +The links beside each feature in the list are follows: + +* \[blog\]: Most features are explained in a section in the monthly update blog post. +* \[video\]: Some features have a video excerpt that discusses the feature, which plays in a new browser tab. +* \[article\]: Some features have an article that provides more detail. +* The remaining features are self-explanatory and don't need an article or video. + +You can also watch the entire [Power BI monthly update video](#power-bi-monthly-update-video). + +# [Power BI Desktop](#tab/powerbi-desktop) + +Get the latest version of Power BI Desktop from the [Download Center](https://www.microsoft.com/download/details.aspx?id=58494). If you're running Windows 10, you can also get Power BI Desktop from the [Microsoft Store](https://aka.ms/pbidesktopstore). Regardless of how you install Power BI Desktop, the monthly versions are the same, although the version numbering might differ. For more information about downloading and installing Power BI Desktop, see [Get Power BI Desktop](desktop-get-the-desktop.md). + +> [!IMPORTANT] +> Power BI Desktop is updated and released on a monthly basis, incorporating customer feedback and new features. Only the most recent version of Power BI Desktop is supported; customers who contact support for Power BI Desktop will be asked to upgrade to the most recent version. +> You can get the most recent version of Power BI Desktop from the [Windows Store](https://aka.ms/pbidesktopstore), or as a single executable containing all supported languages that you [download](https://www.microsoft.com/download/details.aspx?id=58494) and install on your computer. + +> [!IMPORTANT] +> Power BI Desktop is no longer supported on Windows 7. Power BI Desktop is supported on Windows 8 or newer versions of Windows, for the most recent release of Power BI Desktop only. + +The following updates are new to Power BI Desktop this month: + + + +### Reporting +* Customize your reference layers in the Azure Maps visual [[blog]](https://powerbi.microsoft.com/blog/power-bi-july-2024-feature-summary/#post-27650-_Toc1123183795) [[video]](https://youtu.be/vnfDAkI9HgI?t=55) [[article]](../transform-model/desktop-visual-calculations-overview.md) + +> [!NOTE] +> See the [data sources available to Power BI Desktop](../connect-data/desktop-data-sources.md). Our list is always growing, so check back often. + + +### Modeling +* General availability of enhanced row-level security editor in Power BI Desktop [[blog]](https://powerbi.microsoft.com/blog/power-bi-july-2024-feature-summary/#post-27650-_Toc1740603259) [[video]](https://youtu.be/vnfDAkI9HgI?t=287) [[article]](/fabric/security/service-admin-row-level-security) +* DAX Query View available in live connect [[blog]](https://powerbi.microsoft.com/blog/power-bi-july-2024-feature-summary/#post-27650-_Toc1615654178) [[video]](https://youtu.be/vnfDAkI9HgI?t=329) [[article]](../transform-model/dax-query-view.md) +* Add or update multiple measures in DAX Query View [[blog]](https://powerbi.microsoft.com/blog/power-bi-july-2024-feature-summary/#post-27650-_Toc1849428006) [[video]](https://youtu.be/vnfDAkI9HgI?t=530) + + +### Data connectivity +* Certified connector updates [[blog]](https://powerbi.microsoft.com/blog/power-bi-july-2024-feature-summary/#post-27650-27650_Toc170826173) [[article]](../create-reports/service-export-to-pbix.md) + + + +### Visuals +* Many new and updated visuals [[blog]](https://powerbi.microsoft.com/blog/power-bi-july-2024-feature-summary/#post-27650-_Toc1811699248) [[video]](https://youtu.be/vnfDAkI9HgI?t=799) + + + + +# [Power BI service](#tab/powerbi-service) + +The following updates are new to the Power BI service this month: + + +* Storytelling in PowerPoint - new export to PowerPoint dialog [[video]](https://youtu.be/1wmrtV2f-JQ?t=752) [[blog]](https://powerbi.microsoft.com/blog/power-bi-april-2024-feature-summary/#post-26731-_Toc1315300017) [[article]](../collaborate-share/service-power-bi-powerpoint-add-in-about.md) + + +--- + + + +For detailed information about each new feature, see [Power BI feature summary blog post](https://powerbi.microsoft.com/blog/power-bi-june-2024-feature-summary/). + + +### Power BI monthly update video +The following video describes many of these updates. You can also watch this video from the blog post. + + + +> [!VIDEO https://www.youtube.com/embed/vnfDAkI9HgI] + +> [!NOTE] +> The video might use earlier versions of Power BI Desktop or the Power BI service. + + + + + +You can also download previous versions of Power BI Desktop if your organization requires it. We always recommend that you use the most recent version of Power BI Desktop, rather than a previous version. All previous versions have the following limitations: + +* Previous releases of Power BI Desktop are not being serviced - you should always use the most recent release for the latest features and updates. +* It might not be possible to open files created or saved in newer releases of Power BI Desktop with previous versions of Power BI Desktop. +* If you receive a warning when loading a report saved in a newer release of Power BI Desktop, then save that report in the previous version, you lose any information related to new features. +* We only archive the English versions of Power BI Desktop. + +Select the following links to download this earlier version: + +* [July 2024 version of Power BI Desktop - 32-bit](https://download.microsoft.com/download/8/8/0/880BCA75-79DD-466A-927D-1ABF1F5454B0/PBIDesktopSetup-2024-07.exe) +* [July 2024 version of Power BI Desktop - 64-bit](https://download.microsoft.com/download/8/8/0/880BCA75-79DD-466A-927D-1ABF1F5454B0/PBIDesktopSetup-2024-07_x64.exe) + + + + + + + ## June 2024 Update (2.130.754.0) June's updates were a sunny collection of capabilities that let you chart a course to the best business intelligence insights using Power BI Desktop. @@ -410,21 +511,6 @@ The following video describes many of these updates. You can also watch this vid > The video might use earlier versions of Power BI Desktop or the Power BI service. -You can also download previous versions of Power BI Desktop if your organization requires it. We always recommend that you use the most recent version of Power BI Desktop, rather than a previous version. All previous versions have the following limitations: - -* Previous releases of Power BI Desktop are not being serviced - you should always use the most recent release for the latest features and updates. -* It might not be possible to open files created or saved in newer releases of Power BI Desktop with previous versions of Power BI Desktop. -* If you receive a warning when loading a report saved in a newer release of Power BI Desktop, then save that report in the previous version, you lose any information related to new features. -* We only archive the English versions of Power BI Desktop. - -Select the following links to download this earlier version: - -* [March 2024 version of Power BI Desktop - 32-bit](https://download.microsoft.com/download/8/8/0/880BCA75-79DD-466A-927D-1ABF1F5454B0/PBIDesktopSetup-2024-03.exe) -* [March 2024 version of Power BI Desktop - 64-bit](https://download.microsoft.com/download/8/8/0/880BCA75-79DD-466A-927D-1ABF1F5454B0/PBIDesktopSetup-2024-03_x64.exe) - - - - ## February 2024 Update (2.126.927.0) diff --git a/powerbi-docs/fundamentals/desktop-latest-update.md b/powerbi-docs/fundamentals/desktop-latest-update.md index d07b10f8db..c69f6b21ce 100644 --- a/powerbi-docs/fundamentals/desktop-latest-update.md +++ b/powerbi-docs/fundamentals/desktop-latest-update.md @@ -8,7 +8,7 @@ ms.service: powerbi ms.custom: intro-whats-new ms.subservice: pbi-fundamentals ms.topic: conceptual -ms.date: 07/11/2024 +ms.date: 08/20/2024 LocalizationGroup: Get started no-loc: [Copilot] ms.collection: ce-skilling-ai-copilot @@ -16,9 +16,9 @@ ms.collection: ce-skilling-ai-copilot # What's new in Power BI? -## July 2024 Update (2.131.901.0) +## August 2024 Update (2.132.908.0) -July lets you declare independence from waiting on others to create compelling reports and visuals, enabling you to launch your own spectacular display of sizzling analytics and insights. +Our August updates get us back into school mode with a collection of new features, a great video that shows how many of the compelling updates can sharpen your business intelligence pencils, and set you up for great grades in creating insights and actionable business intelligence. This article describes updates to **Power BI Desktop** and the **Power BI service**. To learn about updates for mobile, check out [What's new in the mobile apps for Power BI](../consumer/mobile/mobile-whats-new-in-the-mobile-apps.md). @@ -45,44 +45,43 @@ Get the latest version of Power BI Desktop from the [Download Center](https://ww The following updates are new to Power BI Desktop this month: +### Copilot and AI +* Ask Copilot questions against your semantic model (Preview) [[blog]](https://powerbi.microsoft.com/blog/power-bi-august-2024-feature-summary/#post-27820-_Toc174544095) [[video]](https://youtu.be/-XLQBaYwUuw?t=54) [[article]](../create-reports/copilot-ask-data-question.md) ### Reporting -* Customize your reference layers in the Azure Maps visual [[blog]](https://powerbi.microsoft.com/blog/power-bi-june-2024-feature-summary/#post-27650-_Toc1123183795) [[video]](https://youtu.be/vnfDAkI9HgI?t=55) [[article]](../transform-model/desktop-visual-calculations-overview.md) +* Visual level format strings (Preview) [[blog]](https://powerbi.microsoft.com/blog/power-bi-august-2024-feature-summary/#post-27820-_Toc174544098) [[video]](https://youtu.be/-XLQBaYwUuw?t=268) [[article]](../transform-model/desktop-visual-calculations-overview.md) +* Dynamic per-recipient subscriptions (general availability) [[blog]](https://powerbi.microsoft.com/blog/power-bi-august-2024-feature-summary/#post-27820-_Toc174544099) [[video]](https://youtu.be/-XLQBaYwUuw?t=619) [[article]](../collaborate-share/power-bi-dynamic-report-subscriptions.md) +* Deliver subscriptions to OneDrive and SharePoint (general availability) [[blog]](https://powerbi.microsoft.com/blog/power-bi-august-2024-feature-summary/#post-27820-_Toc174544100) [[video]](https://youtu.be/-XLQBaYwUuw?t=794) [[article]](../collaborate-share/power-bi-dynamic-report-subscriptions.md) +* Updated Save and Upload to OneDrive flow in Power BI [[blog]](https://powerbi.microsoft.com/blog/power-bi-august-2024-feature-summary/#post-27820-_Toc174544101) [[video]](https://youtu.be/-XLQBaYwUuw?t=919) +* Data limit [[blog]](https://powerbi.microsoft.com/blog/power-bi-august-2024-feature-summary/#post-27820-_Toc174544102) [[article]](../transform-model/desktop-visual-calculations-overview.md) +* Visuals, shapes and line enhancements [[blog]](https://powerbi.microsoft.com/blog/power-bi-august-2024-feature-summary/#post-27820-_Toc174544103) > [!NOTE] > See the [data sources available to Power BI Desktop](../connect-data/desktop-data-sources.md). Our list is always growing, so check back often. ### Modeling -* General availability of enhanced row-level security editor in Power BI Desktop [[blog]](https://powerbi.microsoft.com/blog/power-bi-june-2024-feature-summary/#post-27650-_Toc1740603259) [[video]](https://youtu.be/vnfDAkI9HgI?t=287) [[article]](/fabric/security/service-admin-row-level-security) -* DAX Query View available in live connect [[blog]](https://powerbi.microsoft.com/blog/power-bi-june-2024-feature-summary/#post-27650-_Toc1615654178) [[video]](https://youtu.be/vnfDAkI9HgI?t=329) [[article]](../transform-model/dax-query-view.md) -* Add or update multiple measures in DAX Query View [[blog]](https://powerbi.microsoft.com/blog/power-bi-june-2024-feature-summary/#post-27650-_Toc1849428006) [[video]](https://youtu.be/vnfDAkI9HgI?t=530) - - -### Data connectivity -* Certified connector updates [[blog]](https://powerbi.microsoft.com/blog/power-bi-june-2024-feature-summary/#post-27650-27650_Toc170826173) [[article]](../create-reports/service-export-to-pbix.md) - - +* DAX Query View in the web [[blog]](https://powerbi.microsoft.com/blog/power-bi-august-2024-feature-summary/#post-27820-_Toc174544106) [[video]](https://youtu.be/-XLQBaYwUuw?t=985) [[article]](../transform-model/dax-query-view.md) ### Visuals -* Many new and updated visuals [[blog]](https://powerbi.microsoft.com/blog/power-bi-june-2024-feature-summary/#post-27650-_Toc1811699248) [[video]](https://youtu.be/vnfDAkI9HgI?t=799) - +* Many new and updated visuals [[blog]](https://powerbi.microsoft.com/blog/power-bi-august-2024-feature-summary/#post-27820-_Toc174544116) +### Other +* Paginated Reports - Sharing of reports connecting to Get Data data sources made easy [[blog]](https://powerbi.microsoft.com/blog/power-bi-august-2024-feature-summary/#post-27820-_Toc174544127) [[article]](../paginated-reports/report-builder/connect-snowflake-databricks-power-query-online.md) # [Power BI service](#tab/powerbi-service) The following updates are new to the Power BI service this month: - -* Storytelling in PowerPoint - new export to PowerPoint dialog [[video]](https://youtu.be/1wmrtV2f-JQ?t=752) [[blog]](https://powerbi.microsoft.com/blog/power-bi-april-2024-feature-summary/#post-26731-_Toc1315300017) [[article]](../collaborate-share/service-power-bi-powerpoint-add-in-about.md) +There were no updates for the Power BI service this month. --- -For detailed information about each new feature, see [Power BI feature summary blog post](https://powerbi.microsoft.com/blog/power-bi-june-2024-feature-summary/). +For detailed information about each new feature, see [Power BI feature summary blog post](https://powerbi.microsoft.com/blog/power-bi-august-2024-feature-summary/). ### Power BI monthly update video @@ -90,7 +89,7 @@ The following video describes many of these updates. You can also watch this vid -> [!VIDEO https://www.youtube.com/embed/vnfDAkI9HgI] +> [!VIDEO https://www.youtube.com/embed/-XLQBaYwUuw] > [!NOTE] > The video might use earlier versions of Power BI Desktop or the Power BI service. diff --git a/powerbi-docs/support/access-customer-data.md b/powerbi-docs/support/access-customer-data.md index 569751e402..8337a7fd4a 100644 --- a/powerbi-docs/support/access-customer-data.md +++ b/powerbi-docs/support/access-customer-data.md @@ -3,7 +3,7 @@ title: Consent to access customer data description: Getting customer's consent to access their data. author: royrubinstein ms.author: mihart -ms.service: fabric +ms.service: powerbi ms.topic: conceptual ms.date: 08/31/2023 --- diff --git a/powerbi-docs/support/best-practices-creating-sr.md b/powerbi-docs/support/best-practices-creating-sr.md index 6b9df173f4..9c3f3a8fd4 100644 --- a/powerbi-docs/support/best-practices-creating-sr.md +++ b/powerbi-docs/support/best-practices-creating-sr.md @@ -4,8 +4,9 @@ description: Best practices when creating a Power BI or Fabric support ticket author: mihart ms.author: rrubinstein ms.service: powerbi +ms.subservice: powerbi-admin ms.topic: troubleshooting -ms.date: 05/19/2023 +ms.date: 08/13/2024 --- # Best practices when creating a support ticket diff --git a/powerbi-docs/support/create-support-ticket.md b/powerbi-docs/support/create-support-ticket.md index da2fef49d3..8d5e0b01bb 100644 --- a/powerbi-docs/support/create-support-ticket.md +++ b/powerbi-docs/support/create-support-ticket.md @@ -8,9 +8,10 @@ description: Learn how to create a support ticket for Fabric and Power BI, depen author: royrubinstein ms.author: mihart ms.service: powerbi +ms.subservice: powerbi-admin # ms.prod: # To use ms.prod, uncomment it and delete ms.service ms.topic: troubleshooting -ms.date: 03/22/2024 +ms.date: 08/13/2024 --- # Create a support ticket diff --git a/powerbi-docs/transform-model/desktop-visual-calculations-overview.md b/powerbi-docs/transform-model/desktop-visual-calculations-overview.md index e523101dc9..c00288e055 100644 --- a/powerbi-docs/transform-model/desktop-visual-calculations-overview.md +++ b/powerbi-docs/transform-model/desktop-visual-calculations-overview.md @@ -64,7 +64,7 @@ The visual calculations window opens in **Edit** mode. The **Edit** mode screen :::image type="content" source="media/desktop-visual-calculations-overview/desktop-visual-calculations-03.png" alt-text="Screenshot showing areas of the visual calculations edit screen."::: -To add a visual calculation, type the expression in the formula bar. For example, in a visual that contains **Sales Amount** and **Total Product Cost** by **Fiscal Year**, you can add a visual calculation that calculates the profit for each year by simply typing: *:::no-loc text="Profit = [Sales Amount] – [Total Product Cost]":::*. +To add a visual calculation, type the expression in the formula bar. For example, in a visual that contains **Sales Amount** and **Total Product Cost** by **Fiscal Year**, you can add a visual calculation that calculates the profit for each year by simply typing: `*:::no-loc text="Profit = [Sales Amount] – [Total Product Cost]":::*`. :::image type="content" source="media/desktop-visual-calculations-overview/desktop-visual-calculations-04.png" alt-text="Screenshot of entering a visual calculation."::: @@ -131,7 +131,7 @@ Many functions have an optional **:::no-loc text="Reset":::** parameter that is * **:::no-loc text="LOWESTPARENT":::** resets the calculations when the value of the lowest parent on the axis changes. * A numerical value, referring to the fields on the axis, with the highest field being one. -To understand :::no-loc text="HIGHESTPARENT"::: and :::no-loc text="LOWESTPARENT":::, consider an axis that has three fields on multiple levels: Year, Quarter, and Month. The :::no-loc text="HIGHESTPARENT"::: is Year, while the lowest parent is Quarter. For example, a visual calculation that is defined as *RUNNINGSUM([Sales Amount], HIGHESTPARENT)* or *RUNNINGSUM([Sales Amount], 1)* returns a running sum of *Sales Amount* that starts from 0 for every year. A visual calculation defined as *RUNNINGSUM([Sales Amount], LOWESTPARENT)* or *RUNNINGSUM([Sales Amount], 2)* returns a running sum of *Sales Amount* that starts from 0 for every Quarter. Lastly, a visual calculation that is defined as *RUNNINGSUM([Sales Amount])* does **not** reset, and will continue adding the *Sales Amount* value for each month to the previous values, without restarting. +To understand :::no-loc text="HIGHESTPARENT"::: and :::no-loc text="LOWESTPARENT":::, consider an axis that has three fields on multiple levels: Year, Quarter, and Month. The :::no-loc text="HIGHESTPARENT"::: is Year, while the lowest parent is Quarter. For example, a visual calculation that is defined as `RUNNINGSUM([Sales Amount], :::no-loc text="HIGHESTPARENT")` or `RUNNINGSUM([Sales Amount], 1)` returns a running sum of *Sales Amount* that starts from 0 for every year. A visual calculation defined as `RUNNINGSUM([Sales Amount], :::no-loc text="LOWESTPARENT":::)` or `RUNNINGSUM([Sales Amount], 2)` returns a running sum of *Sales Amount* that starts from 0 for every Quarter. Lastly, a visual calculation that is defined as `RUNNINGSUM([Sales Amount])` does **not** reset, and will continue adding the *Sales Amount* value for each month to the previous values, without restarting. ## :::no-loc text="Axis"::: and :::no-loc text="Reset"::: vs ORDERBY and PARTITIONBY @@ -159,19 +159,24 @@ Visual calculations also introduce a set of functions specific to visual calcula | Function | Description | Example | Shortcut to | | --- | --- | --- | --- | -| [:::no-loc text="COLLAPSE":::](/dax/collapse-function-dax) | Calculation is evaluated at a higher level of the axis. | Percent of parent = DIVIDE([Sales Amount], :::no-loc text="COLLAPSE":::([Sales Amount], :::no-loc text="ROWS":::)) | N/A | -| [:::no-loc text="COLLAPSEALL":::](/dax/collapseall-function-dax) | Calculation is evaluated at the total level of the axis. | Percent of grand total = DIVIDE([Sales Amount], :::no-loc text="COLLAPSEALL":::([Sales Amount], :::no-loc text="ROWS":::)) | N/A | -| [:::no-loc text="EXPAND":::](/dax/expand-function-dax) | Calculation is evaluated at a lower level of the axis. | Average of children = :::no-loc text="EXPAND":::(AVERAGE([Sales Amount]), :::no-loc text="ROWS":::) | N/A | -| [:::no-loc text="EXPANDALL":::](/dax/expandall-function-dax) | Calculation is evaluated at the leaf level of the axis. | Average of leaf level = EXPANDALL(AVERAGE([Sales Amount]), :::no-loc text="ROWS":::) | N/A | -| [:::no-loc text="FIRST":::](/dax/first-function-dax) | Refers to the first row of an axis. | ProfitVSFirst = [Profit] – :::no-loc text="FIRST":::([Profit]) | [INDEX(1)](/dax/index-function-dax) | -| [:::no-loc text="ISATLEVEL":::](/dax/isatlevel-function-dax) | Reports whether a specified column is present at the current level. | IsFiscalYearAtLevel = :::no-loc text="ISATLEVEL":::([Fiscal Year]) | N/A | -| [:::no-loc text="LAST":::](/dax/last-function-dax) | Refers to the last row of an axis. | ProfitVSLast = [Profit] – :::no-loc text="LAST":::([Profit]) | [INDEX(-1)](/dax/index-function-dax) | -| [:::no-loc text="MOVINGAVERAGE":::](/dax/movingaverage-function-dax) | Adds a moving average on an axis. | MovingAverageSales = :::no-loc text="MOVINGAVERAGE":::([Sales Amount], 2) | [WINDOW](/dax/window-function-dax) | -| [:::no-loc text="NEXT":::](/dax/next-function-dax) | Refers to a next row of an axis. | ProfitVSNext = [Profit] – :::no-loc text="NEXT":::([Profit]) | [OFFSET(1)](/dax/offset-function-dax) | -| [:::no-loc text="PREVIOUS":::](/dax/previous-function-dax) | Refers to a previous row of an axis. | ProfitVSPrevious = [Profit] – :::no-loc text="PREVIOUS":::([Profit]) | [OFFSET(-1)](/dax/offset-function-dax) | -| [:::no-loc text="RANGE":::](/dax/range-function-dax) | Refers to a slice of rows of an axis. | AverageSales = AVERAGEX(:::no-loc text="RANGE":::(1), [Sales Amount]) | [WINDOW](/dax/window-function-dax) | -| [:::no-loc text="RUNNINGSUM":::](/dax/runningsum-function-dax) | Adds a running sum on an axis. | RunningSumSales = :::no-loc text="RUNNINGSUM":::([Sales Amount]) | [WINDOW](/dax/window-function-dax) | +| [:::no-loc text="COLLAPSE":::](/dax/collapse-function-dax) | Calculation is evaluated at a higher level of the axis. | `Percent of parent = DIVIDE([Sales Amount], :::no-loc text="COLLAPSE":::([Sales Amount], :::no-loc text="ROWS":::))` | N/A | +| [:::no-loc text="COLLAPSEALL":::](/dax/collapseall-function-dax) | Calculation is evaluated at the total level of the axis. | `Percent of grand total = DIVIDE([Sales Amount], :::no-loc text="COLLAPSEALL":::([Sales Amount], :::no-loc text="ROWS":::))` | N/A | +| [:::no-loc text="EXPAND":::](/dax/expand-function-dax) | Calculation is evaluated at a lower level of the axis. | `Average of children = :::no-loc text="EXPAND":::(AVERAGE([Sales Amount]), :::no-loc text="ROWS":::)` | N/A | +| [:::no-loc text="EXPANDALL":::](/dax/expandall-function-dax) | Calculation is evaluated at the leaf level of the axis. | `Average of leaf level = EXPANDALL(AVERAGE([Sales Amount]), :::no-loc text="ROWS":::)` | N/A | +| [:::no-loc text="FIRST":::](/dax/first-function-dax) | Refers to the first row of an axis. | `ProfitVSFirst = [Profit] – :::no-loc text="FIRST":::([Profit])` | [INDEX(1)](/dax/index-function-dax) | +| [:::no-loc text="ISATLEVEL":::](/dax/isatlevel-function-dax) | Reports whether a specified column is present at the current level. | `IsFiscalYearAtLevel = :::no-loc text="ISATLEVEL":::([Fiscal Year])` | N/A | +| [:::no-loc text="LAST":::](/dax/last-function-dax) | Refers to the last row of an axis. | `ProfitVSLast = [Profit] – :::no-loc text="LAST":::([Profit])` | [INDEX(-1)](/dax/index-function-dax) | +| [:::no-loc text="MOVINGAVERAGE":::](/dax/movingaverage-function-dax) | Adds a moving average on an axis. | `MovingAverageSales = :::no-loc text="MOVINGAVERAGE":::([Sales Amount], 2)` | [WINDOW](/dax/window-function-dax) | +| [:::no-loc text="NEXT":::](/dax/next-function-dax) | Refers to a next row of an axis. | `ProfitVSNext = [Profit] – :::no-loc text="NEXT":::([Profit])` | [OFFSET(1)](/dax/offset-function-dax) | +| [:::no-loc text="PREVIOUS":::](/dax/previous-function-dax) | Refers to a previous row of an axis. | `ProfitVSPrevious = [Profit] – :::no-loc text="PREVIOUS":::([Profit])` | [OFFSET(-1)](/dax/offset-function-dax) | +| [:::no-loc text="RANGE":::](/dax/range-function-dax) | Refers to a slice of rows of an axis. | `AverageSales = AVERAGEX(:::no-loc text="RANGE":::(1), [Sales Amount])` | [WINDOW](/dax/window-function-dax) | +| [:::no-loc text="RUNNINGSUM":::](/dax/runningsum-function-dax) | Adds a running sum on an axis. | `RunningSumSales = :::no-loc text="RUNNINGSUM":::([Sales Amount])` | [WINDOW](/dax/window-function-dax) | +## Formatting visual calculations + +You can format a visual calculation using a visual level format string. Use the **Data format** options in the Properties section of the formatting pane for your visual to set the format: + +:::image type="content" source="media/desktop-visual-calculations-overview/desktop-visual-calculations-format-strings.png" alt-text="Screenshot of the visual calculations edit mode showing a visual calculation that returns a percentage formatted as a percentage using the format code #,#%."::: ## Considerations and limitations @@ -202,7 +207,6 @@ Visual calculations are currently in preview, and during preview, you should be * You can't use the [Publish to web](../collaborate-share/service-publish-to-web.md) functionality with reports that use visual calculations or hidden fields. * You can't [export underlying data](../visuals/power-bi-visualization-export-data.md) from visuals that use visual calculations or hidden fields. * You can't use the *see records* drill-through functionality with visuals that use visual calculations or hidden fields. -* You can't set built-in or custom [format strings](../create-reports/desktop-custom-format-strings.md) on visual calculations. * You can't apply [conditional formatting](../create-reports/desktop-conditional-table-formatting.md) on visual calculations. * You can't set [data categories](desktop-data-categorization.md) on visual calculations. * You can't [change aggregations](../create-reports/service-aggregates.md#change-how-a-numeric-field-is-aggregated) on visual calculations. @@ -211,7 +215,8 @@ Visual calculations are currently in preview, and during preview, you should be * Live connections to SQL Server Analysis Services aren't supported. * You can't use [field parameters](../create-reports/power-bi-field-parameters.md) with visual calculations. * [Show items with no data](../create-reports/desktop-show-items-no-data.md) isn't available with visual calculations. - +* You can't use [data limits](../visuals/power-bi-data-points.md) with visual calculations. +* You can't set a [dynamic format string](../create-reports/desktop-dynamic-format-strings.md) on a visual calculation nor use a visual calculation as a dynamic format string for a field or measure. ## Next steps diff --git a/powerbi-docs/transform-model/media/desktop-visual-calculations-overview/desktop-visual-calculations-format-strings.png b/powerbi-docs/transform-model/media/desktop-visual-calculations-overview/desktop-visual-calculations-format-strings.png new file mode 100644 index 0000000000..f2068567ec Binary files /dev/null and b/powerbi-docs/transform-model/media/desktop-visual-calculations-overview/desktop-visual-calculations-format-strings.png differ