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Showing posts from February, 2021

February 2021 Power BI Desktop Updates

 The first update of 2021 is out for the Power BI Desktop program is out.  January didn't have any updates, but February made it up for it.  If you want the video overview, check out below. My favorite feature this month is the search bar.  Whether you are looking for an icon, a measure to make, or a them to change the "Search Bar" has you in mind.  It is intuitive to what you are trying to do based on your selection and your search query.  For those that are new to the Power BI Desktop program this feature is a huge benefit to learn and grow in your Power BI skills. I also love that they have added extra capability to the small multiples feature available in quite a few different visuals Finally, the new fields format is available in all three view within the program.

Power Apps: Advanced Filtering and Delegation Warnings

  In my last blog and video, I demonstrated how you can filter the records showing in a gallery using a drop-down control that references a column in your data source to bring back just the distinct values.   See the video below.   This week, I wanted to take the filtering to a slightly more advanced level.   In this video, I demonstrate how to filter your gallery based not just on one dropdown, but two drop-down controls. Also, I had some viewers email me asking if it was possible to not have the drop downs filled out with a default value to begin, but instead be a blank selection.   There is a way to access a specific property on the drop-down control to fix this issue.   Finally, towards the end of this week’s video, I showcase how to limit users of your app only to see records that they have either created or been assigned to.   While a fairly simple process to accomplish, a delegation warning may appear in your solution.   What is a delegation warning you ask?   A delegati

Power Apps: Filtering Made Easy

 While conducting training with Power Apps, one of the most common questions I receive from those in attendance is does Power Apps have the ability to filter what records your end-users sees. The simple answer is yes!  The more complicated answer is there are MANY different ways to apply filters.  You can apply security filters, you can have users select the filters they want within the app, and you can hardcode in specific filters as well.   In this week’s video, I showcase how to use the Filter command on a gallery of records to hardcode what records your end-user is allowed to see.   I then showcase how you can insert a drop-down box that gives your end-user the flexibility to filter the records they are viewing.   There can be some extra steps you have to take based on what kind of column you are working with from your data source so I make sure to address that in this week’s video.   In the coming week’s I will be addressing some of the more advanced filtering methods, but

Best Practice To Trim Before Removing Duplicates or Merging In Power Query Editor

In last week’s blog, I wrote and did a video about how to remove duplicate records and keep the most recent entry as long as a date column was part of the data source.   I came across the scenario while giving training on Power BI with my company Pragmatic Works.   See the video below:     This week, while doing another two-day training I came across a different scenario from a follow-up conversation from day 1.   I had explained how to remove duplicate records and one of the students started working on a Power BI project she has for her company.   On day 2 the student informed me that her remove duplicates step was not working.   I said that is odd and I asked to see the data.   In one of her table visuals, I could see that it appeared that a few of the records had duplicates based on the name column.   After further investigation though, we figured out the culprit.     She had done all the steps correctly, but it was a data integrity issue.   In her data source, the perso