We are excited by the March 2024 update for Power BI.
This edition brings forth an array of new features and improvements, meticulously curated to enhance your experience with data analytics.
Microsoft evidently remains committed to innovation, ensuring that both long-standing aficionados and newcomers to Power BI will discover tools and functionalities to elevate their analytical endeavours.
Let’s dive into the highlights:
Visual Calculations Update
You can now add and edit visual calculations directly in the Power BI service. After publishing a report, select “New calculation” from the context menu on a visual to create a visual calculation. Additionally, you can access the visual calculations edit mode by choosing “Edit calculation” for existing visual calculations.
Click the 3 dots under the visual and click New Calculation.
Type the DAX in the formula bar.
And press Enter and top left press Back to Report and the DAX calculation will be added to the visual.
Edit Your Data Model in the Power BI Service
The Power BI Service now allows you to modify your data model directly. Features include Autodetect relationships, Undo/Redo, Clear all, and New Filter cards in the Explore section.
Below are the improvements coming this month to the data model editing in the Service preview:
Unlocking the Power of Semantic Models: Autodetect Relationships in Power BI
In the dynamic landscape of data analytics, establishing robust relationships within your semantic model is crucial. These relationships serve as the backbone for insightful visualisations and accurate data analysis. Fortunately, Power BI has introduced a streamlined solution: Autodetect Relationships.
Simplifying Relationship Creation
Gone are the days of manual relationship setup! With Autodetect Relationships, you can effortlessly connect your data tables and unleash the full potential of your semantic model. Here’s how:
Navigate to the Home Ribbon: Launch Power BI and head to the Home ribbon. This is your command centre for managing data and relationships.
Select “Manage Relationships: Within the Home ribbon, locate the “Manage relationships” option. Click on it to access the relationship management dialog.
Choose Autodetect: Opt for the “Autodetect” feature. Power BI will diligently scan your data tables, identifying relevant fields and potential relationships.
Let Power BI Work Its Magic: Sit back and relax. Power BI will analyse your data, establish connections, and create relationships automatically. No manual mapping required!
Benefits of Autodetect Relationships
Efficiency: Say goodbye to tedious manual linking. Autodetect streamlines the process, saving you time and effort.
Accuracy: Power BI’s algorithms are adept at identifying meaningful relationships. Trust the system to make precise connections.
Adaptability: As your data evolves, Autodetect adjusts accordingly. It adapts to changes in your model, ensuring ongoing accuracy.
Deliver Report Subscriptions to OneDrive SharePoint
You can now set up report subscriptions and have them delivered to OneDrive or SharePoint. This feature enhances collaboration and sharing within your organisation.
Mobile Layout Auto-Create
The Power BI service now automatically generates mobile layouts for your reports, making it easier to view and interact with them on mobile devices.
Enhanced Row-Level Security Editor Enabled by Default
The row-level security editor now provides an improved experience and is enabled by default.
Selection Expressions for Calculation Groups
Calculation groups now support selection expressions, allowing you to create more dynamic calculations.
DAX Query View Improvements
You can now write DAX queries directly in the DAX query view with the help of Copilot.
New Visuals
Several new visuals are available in AppSource, including the Dumbbell Bar Chart, Date Picker, and Drill Down Combo PRO.
Conclusion
In conclusion, our exploration of the March 2024 Power BI release has
discussed a series of exciting and anticipated features. These enhancements extend beyond numerical or functional improvements; they empower users – data analysts, visualisation specialists, and those seeking actionable insights – to achieve even greater results.
Moving forward, as you build semantic models in Power BI, consider leveraging the power of the Autodetect Relationships functionality. This feature streamlines the process, allowing you to dedicate more time to uncovering valuable business intelligence. Remember, Power BI is not simply a software tool; it is a powerful bridge connecting your data curiosity to actionable insights. With each update, we strive to reinforce this bridge, incorporating innovative features and user-centric design principles.
Power BI, Microsoft’s powerful business analytics tool, continues to progress rapidly.
It continues to enable organisations to extract valuable insights from their data easily.
Several exciting features have been introduced recently, further improving its capabilities and user experience. In this blog post, we’ll explore some of these new features.
Improved performance and scalability:
Microsoft continues to prioritise performance and scalability improvements in Power BI. With the latest update, users can expect faster loading times for large datasets and improved responsiveness when interacting with visualisations, even in complex reports.
Improved data connectivity:
Power BI now offers increased connectivity options, allowing users to seamlessly connect to a wider range of data sources. Whether your data resides in cloud-based platforms like Salesforce, Google Analytics, or on-premises databases, Power BI provides the necessary connectors to access and analyse your data effortlessly.
Advanced collaboration features:
Collaboration is key to effective data analysis and decision-making within organisations. Power BI introduces sophisticated collaboration features, including improved sharing options, enhanced commenting capabilities, and whole integration with Microsoft Teams, supporting teams to collaborate more efficiently on data analysis projects.
Improved visualisation capabilities:
Visualisations play a crucial role in communicating insights effectively. In the latest updates, Power BI introduces new visualisation types, customisation options, and formatting features, empowering users to create more compelling and interactive reports tailored to their specific needs.
Improved accessibility and usability:
Accessibility and usability enhancements are central to ensuring that Power BI remains inclusive and user-friendly for all users. The latest updates include improvements to keyboard navigation, screen reader support, and visual contrast options, making Power BI more accessible to users with disabilities.
Enhanced data modelling capabilities:
Effective data modelling forms the foundation of insightful analytics. With the latest update, Power BI introduces enhancements to its data modelling capabilities, including support for complex relationships, calculation groups, and compound models, enabling users to create more sophisticated data models to build their analysis.
Streamlined deployment and management:
Utilising and managing Power BI content across an organisation can be complex. The latest update introduces new features to update deployment and management processes, including improved governance capabilities, enhanced deployment pipelines, and integration with Azure DevOps, making it easier for IT administrators to manage Power BI resources efficiently.
On-object Interaction Updates
On-object Interaction has been an available preview feature for many months and is the huge change in Power BI when it comes to creating visuals. It is a more logical and efficient way of building and formatting visuals.
When the preview is enabled, you have the visuals on the Home ribbon, and you have the option to get Power BI desktop to suggest visual. The Visualisation pane will change to a Build a Visual pane.
On-Object allow you to create the visual from the visual. Adding fields, formatting, analytical options, and now also calculations as you read about above.
The update in the February 2024 version is that now Microsoft has added multi-visual container format options! Before, when multi-selecting across different visual types, the format pane did not support any support for formatting the visuals. Now, when multi-selecting different visuals, Microsoft has added formatting support for container formatting such as changing the size, background colour, adding a shadow or turning on/off titles in bulk.
Visual Calculations
You can now perform calculations directly on visuals using DAX calculations. This feature simplifies complex data manipulation within Power BI.
Unlike traditional measures or calculated columns, visual calculations are not stored in the model. Instead, they are associated with a specific visual element.
Visual calculations can refer to any data within the visual, including columns, measures, or other visual calculations.
Advantages of Visual Calculations:
Simplicity
Visual calculations simplify the process of writing DAX by allowing you to focus on the specific context of the visual.
Performance
Visual calculations operate on aggregated data, which often leads to better performance compared to measures that work at the detail level.
Flexibility
Since visual calculations are part of the visual, they can refer to the visual’s structure, providing more flexibility.
How to Enable Visual Calculations
Go to Options and Settings > Options > Preview features in Power BI Desktop.
Enable the Visual calculations option.
Restart Power BI Desktop for the changes to take effect.
Creating Visual Calculations
Select a visual in your report.
Click the New calculation button in the ribbon.
The visual calculations window opens in Edit mode.
You’ll see the visual preview, a formula bar, and the visual matrix.
Write your DAX calculation in the formula bar, referring to the data within the visual.
Use Cases for Visual Calculations:
Running Sums
Easily create running sums or moving averages directly on visuals.
Custom Aggregations
Define custom aggregations specific to a visual.
Context-Aware Calculations
Visual calculations adapt to the visual’s context, simplifying complex scenarios.
Remember that visual calculations are a powerful tool for enhancing your reports, making DAX development more intuitive, and improving overall performance. For more details, you can refer to the official documentation.
Example 1 – use a template
The data model is sales data and a matrix visual with sales segments and sales totals has been added to a page and the visual is selected.
To add a calculation to the visual you need to click New Calculation on the Home ribbon and a Formula bar will appear under the visual.
You have now different options to write the DAX calculation. You can write the DAX calculation in the formula bar, or you can press FX before the formula bar and use the listed template options.
The following templates are available:
Running sum. Calculates the sum of values, adding the current value to the preceding values. Uses the RUNNINGSUM function. .
Moving average. Calculates an average of a set of values in each window by dividing the sum of the values by the size of the window. Uses the MOVINGAVERAGE function. .
Percent of parent. Calculates the percentage of a value relative to its parent. Uses the COLLAPSE function. .
Percent of grand total. Calculates the percentage of a value relative to all values, using the COLLAPSEALL function. .
Average of children. Calculates the average value of the set of child values. Uses the EXPAND function. .
Versus previous. Compares a value to a preceding value, using the PREVIOUS function. .
Versus next. Compares a value to a subsequent value, using the NEXT function. .
Versus first. Compares a value to the first value, using the FIRST function. .
Versus last. Compares a value to the last value, using the LAST function. .
In the example below Running sum has been selected. You will have to enter the field from the visual you want to calculate (here the sales field) and when you press enter the new calculation is added to the visual.
And you will find the new calculation under Values for the visual where the new calculation can be amended or deleted, if this is what you want.
Example 2 – write the DAX
The average sales per order needs to be displayed and calculated on the visual.
The DAX looks like this:
Average sales per order=DIVIDE([sales],[Count of Order Number],0)
When the visual calculations have been done, you will have to click top left on the page you find < back to report and you will see the result on the report page.
Power BI Home
The Power BI home provides a centralised location for all your Power BI desktop activities, making it easier to manage your work.
Purpose and Functionality:
Centralised Hub
Power BI Home serves as a central location within the Power BI ecosystem.
Consolidation
It consolidates various tasks and features, eliminating the need to navigate through multiple menus.
Productivity Enhancement
The goal is to enhance productivity by making it easier to discover and consume content.
Where to Find Power BI Home:
Power BI Desktop
In the Power BI Desktop application, you’ll find the redesigned Power BI Home. It’s a familiar and centralised “home” for all your Power BI activities.
Power BI Service
After signing in to the Power BI service, you can access Power BI Home from the navigation pane.
Features and Areas in Power BI Home:
Content Discovery
Power BI Home displays relevant content based on your usage and preferences.
Recent Reports and Dashboards
Quickly access recently viewed reports and dashboards.
Favourites
Mark your favourite reports and dashboards for easy retrieval.
Shared with Me
View content shared with you by others.
Featured Content
Discover featured reports and dashboards.
Recommended Content
Get personalised recommendations based on your usage patterns.
Notifications
Stay informed about updates, comments, and other activities related to your content.
Quick Access to Tasks
Perform common tasks like creating new reports, opening existing ones, and managing datasets.
Benefits of Using Power BI Home:
Efficiency
Instead of searching through different sections, you can quickly find what you need.
Customisation
The content displayed is tailored to your interactions, making it more relevant.
Streamlined Workflow
Whether you’re a report creator or a consumer, Power BI Home streamlines your workflow.
Power BI Home in Desktop is Enabled by Default
When you open Power BI version February 2024 the first time, you will get a surprise. Microsoft has removed the normal welcome screen and replaced it with a new screen, which looks more like that you have opened Power BI service.
If you are not signed into your Power BI account Power BI will ask you to sign in.
The new welcome screen will then give you quick access to all recent used Power BI files both your own files and files shared with you.
You will have quick access to Options and Settings and About where you can check which version you have installed.
Conclusion:
The February 2024 update for Power BI brings resources of new features and enhancements that redefine the data visualisation experience.
From the introduction of Visual Calculations to the refinement of On-Object Interaction and the refurbished welcome screen, Microsoft continues to innovate, empowering users to extract meaningful insights from their data with unprecedented ease and efficiency.
As organisations strive to leverage data-driven decision-making, these enhancements position Power BI as a cornerstone tool for driving business success in the digital age.
Further Reading:
If this is interesting to you, make sure to keep an eye out for out next Power BI update blog coming soon!
