A little automation goes a long ways! Hello P3 Nation, (can this be a thing?)…I’m excited to show you a piece of software that I’m confident near 100% of you will utilize! I’m here to talk to you about an…
The Pivot Pictured Above Acts as if We’ve Swapped Out Fields on Rows – in Response to a Slicer Click! First off…my first post! Being one of the newest (and youngest) members of the PowerPivotPro family has been very exciting…
(Image Courtesy of Orbitz.com) Disproportionately Popular International Destinations by US State – Can We Do Something Similar? Inspiration Strikes! I haven’t done a DAX post in a long time, so I was thrilled to get some inspiration from an unlikely…
Guest Post by Andrew Todd
Datazen is a great visualization tool that is free to Microsoft SQL Server Enterprise customers. If you haven’t worked with Datazen yet, check out this post by Rob and Chris! Datazen allows you to design an awesome dashboard before you even work with any data! You simply draw a visualization, and then Datazen reverse engineers the exact layout of the aggregate table that you need in order to make that visualization work.
If you already have a PowerPivot model that you use for reporting, naturally you’ll want to use it to build visualizations in Datazen rather than reinvent the wheel entirely. One way to incorporate your dozens or even hundreds of measures and model logic (not to mention dozens of hours) into Datazen visualizations is through DAX queries.
Two Paths to Datazen DAX Query Nirvana…
Ok, you’ve built a fantastic BI dashboard in Datazen and your chakras are perfectly aligned. Now, there are two enlightening paths that you could take to build tables for Datazen visualizations with DAX queries:
A) Create a new ‘Data Connection’ in Datazen to your PowerPivot model hosted on SharePoint/SSAS Tabular, using the Analysis Services Data Provider. You can automate the refresh of data with SharePoint/Power Update and in Datazen itself.
B) Query your Power Pivot model using DAX Studio and save the workbook to a One Drive folder, then import the data into Datazen. This process can also be automated using Power Update.
Let’s take a closer look at both of these methods, starting with a SharePoint hosted Power Pivot model.
Post by Rob Collie and Chris Finlan
Datazen (The Latest Addition to Microsoft’s Suite of BI Tools) is a Mobile Monster
(Monster in a GOOD Way. Yes, PowerPivotPro has its own DZ Custom Theme – You Can Too)
Datazen Q&A With Chris Finlan
***Intro from Rob: Today I’m interviewing Chris Finlan of Microsoft about MS’s recent acquisition of Datazen, and what this means to us in the Power Pivot and Power BI community.
ROB: Last month, Microsoft purchased a company named Datazen. Most people had never heard of Datazen before, but you had pointed them out to me last summer I think. You were already a big believer in them at that point, as were your customers.
CHRIS: Yeah, I love Datazen. I’m as passionate about it as you are about Power Pivot. I think it’s an extraordinary product, and have felt this way for quite some time Don’t believe me? Check out the date of my review in the Windows Store. (Spoiler alert: it was April of 2013 – that’s before I even applied for a job at Microsoft).
ROB: You’re truly a trendsetter in tech and clothing. I think one of the natural first reactions/questions from the community is, “wait, did MS just buy one of Power BI’s competitors, and if so, when do I use it versus, say, Power Pivot?”
CHRIS: No, DZ was designed from the beginning to “only” be a visualization layer on top of the Microsoft Data Platform. In your post on Visualizations Layers in Perspective: The Last Mile, you pointed out three key reasons at the end on why you’d buy a visualization tool. Datazen checks all three boxes (and oh by the way, there’s no longer anything to buy – it’s simply a benefit you receive when you license SQL Server Enterprise with Software Assurance).
ROB: Which means it’s free for many existing MS customers. More on that later. But I also want to talk about how DZ can be used to “light up” the great work being done by Power Pivot practitioners, because hey, that’s what we do around here.
Any Flat Table in Excel Can “Power” a Datazen Dashboard
EX: Power Pivot Produces a Flat Pivot (or DAX Query Table),
and DZ Can Use That Excel File as a First-Class Data Source.
(The ONLY Server Required Here is a DZ Server – No SharePoint, No SQL, No SSAS)
Post by Rob Collie
If We Use Excel’s Built-In Top N Filter to See Our Top 1,000 Customers, It Hides the Other Customers Completely. But Using DAX, We Can Just “Split” the Audience into Two Groups.
This Came Up Recently…
Hey, I absolutely ADORE the TOP N filter capability offered by all Excel Pivots. It kicks major booty and we use it all the time:
The Top 10 / Top N Value Filter in Pivots: Get to Know It, It Does Amazing Things
But If we set that to show us the top 10 customers, it shows us JUST those 10 customers:
OK cool, we see those top ten customers, and that they collectively purchased $132,026 of stuff from us.
But we want to ALSO see how much the OTHER (non top 10) customers are worth too.
Is this possible?
Someone at Microsoft asked me this question the other day:
“Sort of like how you’ve used a slicer for conditional formatting, is it possible to use a slicer to change the custom formatting of a number? In my use case, I want to be able to display currency as either full number ($1,500,000.00) or abbreviated ($1.5M) as the viewer wishes. See below for an example of the desire.”
Can We Do This in Power Pivot?
My Answer: No, not possible. Wait, maybe. Hmm. OK, yes, mostly.
All of these thoughts flashed before my eyes:
- Power Pivot measures/calc fields must always have a consistent data type. You can’t have a measure return numbers sometimes and text other times, for instance. All “exits” from an IF or a SWITCH must have the same data type.
- Apparently, #1 is no longer true in SSAS Tabular, in the 2014 release. They now support “variant” data type measures.
- But no, Power Pivot still lacks that “variant” measure capability, at least for now.
- Whoa, hold on a second. The desired result above does NOT use different data types! It’s all numbers! So we just need to change the math!
- Oh, ouch, not so fast. The “M” and the “K” – I don’t know how to add those labels in a numerical data type.
So this means… text measures!
As part of the microsoft.com/learning team we release products throughout the year –courseware, books, exams and eLearning (check out MVA for tons of free courses). We often need to understand how our products perform after launch and how they compare against each other (in the first month since launch, first quarter, first year etc.). For Example: we would compare the various courses we launched around Visual Studio 2010. We may compare Visual Studio 2010 against Visual Studio 2012 courses. We may even compare Visual Studio against SQL Server. Or compare adoption by geography or customer segments.
I can imagine similar need for other businesses, e.g. a car manufacturer who needs to compare performance of various year, make and models.
Power Pivot and Power View can allow us to go from View 1 below, which is inscrutable at best, to View 2 which really helps us understand and differentiate the adoption ramp of various products. In this article, I would explain how you can go from View 1 to View 2 using the car manufacturer example.
View 1: Monthly Sales by Car Model
View 2: Cumulative Sales since Launch, by Car Model
Scorecard with Clickable “Key Performance Indicator” Metrics
(Yes, the colors are awful, sorry – I lack that touch)
Not Just for Sheet Navigation, But Also for “Drilldown”
Picking up from Tuesday’s post…
When you click that “Customer Behavior” metric in the image above, you are taken to this detail page:
The single “19%” Number in the Scorecard “Expands” to this Full Detail on Click!
(Also note the “Back to Scorecard” Link)
That Was a Cube Formula Cell!
Hyperlinks Are a MUCH Better than Making the User Find the Right Sheet Tab
Sorry About Last Week
Yeah, we were a bit “light” on new material here on the blog last week. That happens when I have four straight days of presentations out of town (more on PASS BACON later).
Inspired by Kasper’s Book!
I was reading Kasper’s new book on the plane (yes, I was home less than 24 hours, and am now back on the road), and its singular focus on building a full-featured set of dashboards inspired me.
It is clearly time for a mega-post on hyperlinks!
First Usage: a Menu Sheet
As pictured at the top of this post, hyperlinks are a great way to construct a “menu” sheet.
Not only is this a BIG convenience for the “consumers” of your workbooks, but it makes the whole thing “feel” much better too. More professional, more like an application and less like a spreadsheet.
Yes, hyperlinks can link to other locations in the workbook! It’s easy in the Insert Hyperlink dialog: