On this put up I wish to clarify extra particulars about Energy BI Designer options. Within the earlier put up you learnt the best way to create some quite simple studies. Nevertheless, these studies had been only for testing normal options of the device. As an example we didn’t even play with quite simple options like renaming the dimension or truth tables and members to person pleasant names. On this article not solely do I clarify a few of the easy ones, but additionally I’ll undergo a few of the extra superior ones.

Once more, as per my earlier put up, I’m utilizing AdventureWorksDW2012 as a supply database.  We imported “Web Gross sales” into the designer and we created some studies and one new web page and we saved the studies on disc. So we now have all the necessities readily available. Let’s go…

Making names extra person pleasant:

• Open the *.pbix report file in Energy BI Designer

• Double click on on “DimCurrency” to rename it to “Forex”. We have to do the identical for all different objects

• You are able to do the identical in “Question” part as effectively. To take action, click on on “Question”  then click on on the queries on the proper pane . Then  on the “Question Settings” pane you may rename the question (Energy Question makes use of the identify “Question” for all imported objects which might be tables, views and so forth.).

Hiding Unused Fields:

There are at all times some fields that shouldn’t be hidden from the top person sight. As an example, all ID fields needs to be hidden. You are able to do very simply from the “Report” part.

Managing relationships:

We’re going to take a step additional and take a look how we are able to handle the relationships between the queries. Click on on “Handle” from “Relationships” part on the ribbon.

As you may see Energy BI Designer robotically detected some relationships. Wanting on the relationships extra exactly, you’ll see that there are some lacking relationships. As an example, the connection between “Web Gross sales” and “Web Gross sales Purpose” is missed. It is because composite relationship will not be supported in Energy BI Designer. As the identical in reminiscence expertise as Tabular Fashions and PowerPivot is used it’s not a shock that composite keys will not be supported within the device. I’ve a put up concerning composite keys in tabular mannequin that you may want to take a look.

Now we wish to create a brand new relationship between “Web Gross sales” and “Web Gross sales Purpose” queries. We’ll undergo the identical process as I defined on composite keys in tabular mannequin.

We wish to concatenate each key columns from each “Web Gross sales” and “Web Gross sales Purpose” queries to make a brand new key column.

• Click on “Add Customized Column” from “Add Column” tab from the ribbon

• Identify the Column as “ID”

• Concatenate “SalesOrderNumber” and “SalesOrderLineNumber” columns utilizing “&” operator then click on OK.

• Go to “Report” part and click on “Handle” from “Relationships” part on the ribbon

• Click on “New”

• From the primary drop down listing choose “Web Gross sales”

• Scroll to the top tight of the desk and choose “ID” column

• From the second drop down listing choose “web Gross sales Purpose”

• The “ID” column needs to be highlighted. If it’s not, simply choose it.

• Click on OK

Broaden Report Column:

Should you go to “Question” part and click on on “Web Gross sales Purpose”, keep in mind that we renamed it earlier than to make it extra person pleasant, you’ll see two further columns added to the question that don’t exist within the authentic tables. The designer intelligently added the associated columns from different associated tables. Observe that we didn’t import “DimSalesReason” desk into the mannequin, however the designer detected the connection and added the associated column to the question fields. This is rather like what occurs in Energy Question whenever you’re going by means of the identical course of.

On this pattern, we don’t wish to import “DimSalesReason” desk into the mannequin. So we’re going to make use of an superior function which is named “ExpandRecordColumn”. Utilizing this function we’ll broaden the “DimSalesReason” column so we’ll have some chosen columns of “DimSalesReason” side-by-side the “Web Gross sales Purpose” columns.

To take action, simply merely click on on the broaden button to the to the “DimSalesReason” column,  tick “SalesReasonName” and “SalesReasonReasonType” the clicking OK.

As you may the 2 chosen columns are added to the question.

Now rename the columns to person pleasant names. To take action, simply merely double click on on the column identify and rename it.

Create a New Experiences Utilizing the New Relationship Created:

Navigate to web page 2 of the report and add the next studies to the web page. It is best to be capable to create the studies now :

1. Web Gross sales Quantity by Gross sales Purpose Kind

2. Web Gross sales Quantity by Gross sales Purpose

Now click on on promotion bar on the “Web Gross sales Quantity by Gross sales Purpose Kind” visualisation and as you’ll see it impacts the opposite visualisasion as effectively.

Within the subsequent article I’ll clarify the best way to make incredible dashboards utilizing the report we created thus far.

Take pleasure in.