We will continue exploring the ‘new’ Power BI Preview and in this post we will look at the Power BI Designer. The Power BI Designer is the new download tool that you can get (for FREE) that provides the ability to get data, transform it, add calculated columns, merge, etc. (Power Query) and create reports (like Power View – but the Silverlight is gone! but features not completely identical yet, few more visualizations added though).
NOTE: The Power BI capabilities that have been added to Excel over the years with the add-ins and some are becoming native, are now transitioning into the designer to allow for more rapid releases and one tool versus the different add-in components. And did I mention…it is FREE?!?
To get started you will first need to download and install the designer. You can check out one of my previous posts on the walkthrough of installing and highlighting the features – Installing Power BI Designer Preview Experience. You can download the designer from the downloads location on the Power BI site. In this example I have the latest build that was made available at end of March 2015 – version 2.21.3975.261.
Once you have this downloaded and installed you will then launch the tool to get started.
On first launch you have the ability to access forums, the team blog, tutorials, and videos. The team has done an outstanding job on creating lots of great content right out of the gate!
If you are familiar with Power Query then you will be very comfortable with the get data portion and creating the queries that can then be used to load the model to be used for report creation.
In this screenshot you will see that there has been a recent update and a new source is available for Google Analytics! This was recently announced in the blog here – 7 New Updates to the Power BI Designer Preview (March 2015).
In this example I will go back to a previous one I did when I first covered Power Query (previously known as Data Explorer) – Installing Data Explorer Preview & Demo with IMDB Data. I will try and recreate this solution with the new designer and you can see the comparison. At the end I will note a few of the differences that I have come across so far.
First I will get the data, this time around I am going to get the core data from the IMDB website like I did previously, but then I will use a function to do a call and retrieve JSON from http://omdbapi.com.
Original site view on IMDB (click image to go to the actual site)
Initial query results getting data from the web
Function created that will then provide additional information about the movie such as genre, actors, awards, runtime, rating, plot, votes, poster url, etc. In my initial example I did I used VBA code and parsed XML data, this time around I am doing this all with Power Query functionality.
Now combining this function call into a calculated column in the first query we end up with our complete data set.
We can then create our reports.
If you compare this to my original post from the Data Explorer you will notice that they are a tad different.
So some of the items that I came across in the new designer are the following (as of 4/9/2015):
– No image support in data model, not able to access the model yet to complete this setup, plus not able to include or embed images
– No ability to control the formatting of the numeric values as far as number of decimals, to include commas, currency
– No data card title support, this goes back to not being able to access the model and complete the setup
– Not able to resize columns and easily resize items such as data cards
– Not able to add data labels to visuals
– Not able to remove a sort on a table once it has been triggered (I accidently did this a couple of times, clicked on a column)
– No textbox at all which is possibly the #1 item used today in Power View
– No play axis support in scatter charts
– No color, styles, or theme support options to control color options
– Limited filter options (need to drag-and-drop to filters), no pinned filters, and just multi select checkboxes (so hope you don’t have a long list, numeric values do have some extra options)
Some of the things that you will see that have been added are the following:
– easily change visuals when item selected
– new visuals that were added such as – treemap, filled map, radial gauge, funnel, and combo charts (require same axis if you combine them)
– new relationship options to provide support out-of-the-box for many-to-many
Now once you have your data and reports created the next step is to save your file (pbix extension) and then if you go back to the Power BI site in the Get Data section you can upload your file to a dashboard (make sure you are in the dashboard you want this added or create a new one first).
Once you have the file uploaded you will see your reports and dataset as well. In the next post we will take a look at adding items to the dashboard and exploring the Q&A capabilities.
For a recap of previous posts check out the following:
– Getting Started with the Power BI Preview
– Power BI Preview Layout Overview
– Power BI Preview–Getting the Data
If you liked the example and want to check out the file you can download it from here http://1drv.ms/1JqmwaF.
NOTE: I have set the File Settings in this file to ignore Privacy levels, otherwise I was being prompted for each call to the web to get the images for the move posters that are being pulled into the model (ready for when the support for images and accessing the data model is available – thanks to Kasper for his help on this – Loading an image into the Model using Power Query).
Hopefully in a couple of weeks we will be able to expand on this example once we can access the data model, can’t wait!