Usage examples

This section is intended to help users to easier gain most value of the integration with Power BI Service. The use cases described here might not be directly related to Power BI Integration Extensions, but cover more of the possibilities that users will get after the data will be delivered to Power BI Service.

Below you will find some useful references and some notes on how to use features of Power BI Service that will be available to Magneto users with the Power BI Integration Extensions: reports creation, dashboards, access through the mobile App and usage of functionality of alerts and notifications.

Creating Power BI Reports in Power BI Service

To create a report inside Power BI Service:

  1. Open Power BI Service.
  2. In the list of the datasets, select a workspace and the dataset with data from Magento Platform that will be used as data-source for the report. After selecting the dataset, user will see the empty report that can be filled in with data
  3. Drag and drop desired data visualizations and the data to the report and adjust their look as desired.
  4. Click File -> Save to save the report. Report will be saved in the same workspace as the dataset.

Power BI Report creation screen 

Picture: Power BI Report creation screen

Please, refer to the Power BI documentation for more detailed example of reports creation process:

https://powerbi.microsoft.com/en-us/documentation/powerbi-service-create-a-new-report/#add-a-radial-gauge-to-the-report

Creating Power BI Dashboards

Dashboards are useful because they allow user to combine data from different sources on a single view (not on a single data visualization component).

To start with dashboards creation, users need to create some report(s) first.

  1. Open existing report by navigating to the workspace with the report and select the report.
  2. Switch the report from “Reading view” to “Editing view”.
  3. Each data visualization in the report have “Pin to dashboard” button:

“Pin to dashboard” button inside Power BI Service

Picture: “Pin to dashboard” button inside Power BI Service

  1. In the opened dialogue user can select option to add visualization to existing dashboard or to create a new dashboard. Select “New Dashboard” and give it a name to create a new dashboard.
  2. Confirm the action and Power BI Service will create a new dashboard.
  3. After that action, Power BI Service may navigate user to the created Dashboard.

Please, refer to the Power BI documentation for the information on how you can create dashboards:

https://powerbi.microsoft.com/en-us/documentation/powerbi-service-create-a-dashboard/

Creating reports in Power BI Desktop

Users are not only restricted by Power BI Service, but also can use Power BI Desktop while operating with Magento data delivered by Power BI Integration Extension.

Power BI Desktop may have more advanced features compared to Power BI Service. In particular, with Power BI Desktop users may add calculated measures on top of the dataset created by Power BI Integration Extension.

To create a report using Power BI Desktop, do the following:

  1. Install Power BI Desktop on PC or laptop with Windows OS.
  2. Open Power BI Desktop. If asked to enter user information, click to “Already have a Power BI account? Sign in” and sing in using credentials for Power BI Service account.
  3. Click on “Get data”, Get Data dialogue will be shown.

Get Data dialogue inside Power BI Desktop 

Picture: Get Data dialogue inside Power BI Desktop

  1. Select “Power BI” -> “Power BI datasets” and click “Connect”.
  2. Next dialogue will allow to navigate to desired workspace and to select a dataset.
  3. After connecting to the dataset, user can proceed and add visualizations to the report.

Report creation screen inside Power BI Desktop 

Picture: Report creation screen inside Power BI Desktop

  1. Once the report is ready, user can save the report file on the filesystem: “File” -> “Save”.
  2. Once report is saved, it could be published to Power BI Service. Click on “Publish” button on the “Home” tab.
  3. If the report was not saved, Power BI will ask to save the report with a given name and will create a copy of the report in Power BI Service.

Publish to Power BI dialogue

Picture: Publish to Power BI dialogue

Add calculated measures

One of the big advantages of using Power BI Desktop is the ability to create Calculated Measures.

  1. To create a measure, connect to a dataset from Power BI Service as described in “Creating reports in Power BI Desktop section”.
  2. In Power BI Desktop, hover over a measure and select “New Measure” in the context menu or navigate to “New Measure” button on “Modeling” tab.

“New measure” button for creating calculated measures inside Power BI Desktop

Picture: “New measure” button for creating calculated measures inside Power BI Desktop

  1. Enter a formula following DAX syntax. More about the syntax, read in Power BI Documentation from Microsoft.

Entering DAX expression for calculated measure inside Power BI Desktop 

Picture: entering DAX expression for calculated measure inside Power BI Desktop

  1. Optionally you may select different “Home Table” using the configuration on the “Modelling” part.
  2. Confirm the measure creation and the new measure will be added to the data model and will be ready to be used on data visualization components.

Access Content with Power BI Mobile App

Users who have their own account in Power BI Service can access the content with Power BI Mobile App. There are different apps available for iPhone, iPad, Android (phone/tablet), Windows Phone.

Power BI Mobile Apps provides unique experience to Power BI users. In addition to being able to see recent data through mobile devices, user can also get notifications and make and read annotations shared with other users.

Here is the list of recent possibilities of Power BI Mobile App for Android devices:

  • View your reports.
  • View your dashboards.
  • Explore the tiles on your dashboards.
  • Open Power BI reports.
  • Annotate and share tiles.
  • Share dashboards.
  • Scan a Power BI QR code with your Android phone to open a related dashboard tile or report.
  • View notifications about updates to your Power BI account, such as dashboards that colleagues share with you.
  • Get alerts about reached KPI targets

To get up and running with Power BI Mobile, do the following:

  1. Install Power BI Mobile app for your device.
  2. Sign in with your Power BI account credentials.

Please, use the following page to find the information about installing a Mobile App on your device:

  1. https://powerbi.microsoft.com/en-us/mobile/

After logging in with your Power BI user’s credentials you will be able to access Reports and Dashboards you have created in Power BI Service. Power BI Pro users can also access content shared with them.

Users may also control look of the reports in mobile app by switching the “Editor view” in to “Mobile layout” in Power BI Service or in Power BI Desktop.

In order to adjust the report for mobile device, do the following:

  1. Open a report in Power BI Service or in Power BI Desktop.
  2. Switch report to “Editing view”.
  3. Switch to “Mobile layout”.

Configuring Mobile Layout for a report inside Power BI Service 

Picture: configuring Mobile Layout for a report inside Power BI Service

Setup Notifications (Alerts), Reports Schedule

Setting up notifications may appear a bit tricky since this functionality does not seem to be very intuitive at the beginning. To setup notifications, you need to have a dashboard with a tile that supports notifications. Simple example is a KPI. So, before setting up notifications, you need to create a dashboard. Please, refer to the documentation of Power BI for more information:

https://powerbi.microsoft.com/en-us/documentation/powerbi-service-set-data-alerts/

Being able to subscribe to reporting was always an attribute of a complete BI solution. Power BI users would require having Power BI Pro subscription in order to be able to subscribe for emails with their reports. Please refer to Power BI documentation for more information about subscriptions:

https://docs.microsoft.com/en-us/power-bi/consumer/end-user-subscribe

Integration with Q&A

Power BI Dataset published to Power BI Service can be used as a data source for Q&A functionality.

Q&A functionality provides possibility to write questions in natural language and get answer based on data in Power BI dataset.

 Example of an embedded Q&A content

Picture: Example of an embedded Q&A content

This is very powerful feature that allows getting quick insight into areas that might not even be covered by reports or dashboards.

At the moment, it only supports questions asked in English. Functionality requires having Power BI Pro or Power BI Premium subscription or can also be used as part of content provided to non-registered users through Power BI Embedded.

The Q&A can be accessed through various apps:

  • As embedded functionality in Magento Platform
  • On dashboards in Power BI Service
  • On a dashboard in Power BI Mobile

The dataset should be well optimized for being used as source for Q&A and to provide meaningful answers to the asked questions. A good example of well optimized dataset for Q&A is Sales Cube Dataset.

Integration with Cortana

Power BI Dataset published to Power BI Service can be used as a data source for Cortana.

Cortana is a virtual assistant created by Microsoft and can be used with wide range of devices, some of them are Windows 10, Windows Phone, Microsoft Band, Surface Headphones, Xbox One, iOS, Android, Windows Mixed Reality, and Amazon Alexa. Unfortunately, not all Android mobile devices are supported.

To allow Cortana to have access to the dataset, simply do the following steps after a dataset with data from Magento Platform will be delivered to Power BI service:

  1. Login to Power BI Service.
  2. Navigate to Datasets tab in the Workspace
  3. Select the dataset from the list of datasets.
  4. Select Q&A and Cortana > Allow Cortana to access this dataset -> Apply

Allowing Cortana to access to a dataset

Picture: Allowing Cortana to access to a dataset

To be able to get answers from Cortana, user should have dashboards or special kind of reports that includes a “Cortana answer cards”. Follow the following instructions to create a report with “Cortana answer card”:

  1. Open or create a report that is connected with a dataset that is allowed to be used by Cortana.
  2. Switch to the page of the report that will be used as “Cortana answer card”.
  3. Change Page Size settings to “Cortana”

Configuring report properties for a report to be accessible by Cortana, Page Size

Picture: Configuring report properties for a report to be accessible by Cortana, Page Size

  1. Fill in Page Information, enable Q&A and add alternative page names that could be used in queries to Cortana.

Configuring report properties for a report to be accessible by Cortana, Page Information

Picture: Configuring report properties for a report to be accessible by Cortana, Page Information

  1. Salve the report.

More details about how to create “Cortana answer cards” you will find in Power BI documentation:

https://docs.microsoft.com/en-us/power-bi/service-cortana-answer-cards

It might also be required to connect your Cortana to Office 365. This can be done by making changes in Windows settings related to apps used that are activated by Cortana.

After that setup is ready, you may try to make a request to Cortana like “powerbi show net sales”. The phrase should consist of at least 2 words, where “show” and “powerbi” will not count as a word.

Please, note that Cortana - Power BI integration may work only with English language. More details about setting up Cortana and Power BI to work together you will find in related Power BI documentation:

https://docs.microsoft.com/en-us/power-bi/service-cortana-intro