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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.
To create a report inside Power BI Service:
Picture: Power BI Report creation screen
Please, refer to the Power BI documentation for more detailed example of reports creation process:
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.
Picture: “Pin to dashboard” button inside Power BI Service
Please, refer to the Power BI documentation for the information on how you can create dashboards:
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:
Picture: Get Data dialogue inside Power BI Desktop
Picture: Report creation screen inside Power BI Desktop
Picture: Publish to Power BI dialogue
One of the big advantages of using Power BI Desktop is the ability to create Calculated Measures.
Picture: “New measure” button for creating calculated measures inside Power BI Desktop
Picture: entering DAX expression for calculated measure inside Power BI Desktop
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:
To get up and running with Power BI Mobile, do the following:
Please, use the following page to find the information about installing a Mobile App on your device:
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:
Picture: configuring Mobile Layout for a report inside Power BI Service
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:
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:
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.
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:
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.
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:
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”:
Picture: 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 Information
More details about how to create “Cortana answer cards” you will find in Power BI documentation:
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: