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Application Data Visualisation Power BI

Power BI Artificial Intelligence Visuals Part 1 – Q&A

Microsoft has created some very interesting AI (Artificial Intelligence) visuals for Power BI. Power BI offers four AI visuals – Q&A, Key Influencers, Decomposition Tree, and Smart Narrative. This article is Power BI Artificial Intelligence Visuals Part 1 – Q&A. It is the first in a series of 4 which will go through all four AI visuals.

Power BI Artificial Intelligence Visuals

AI visuals are very useful and all four can provide your report with insight information from your data model. Without these, you have to do DAX measures and create your own visuals.

The Q&A visual

You can use the Q&A visual to ask questions of your data model and convert the answer to other visuals.

In this example the data model is HR data, with information about the employees. The data model includes how many days of training each of the employees has done, days of sickness, holidays, and productivity. Yes, the employees’ productivity gets measured! There is also a satisfaction score. The employees fill in an engagement form each year in which they can give a score on several key points to measure engagement.

To use the Q&A visual, click Q&A on the Insert tab in the AI Visuals group. Power BI will add the Q&A visual to the report page and suggest questions you can ask.

If you find a question on the list which is of interest for your report, you can simply click on the question.

In the example below, we selected the suggested question “top departments by # of employees”. The Q&A visual shows the answer in a suggested visual.

If you want to display the answer in your report, you can convert the answer to a standard visual. To do this you will have to click on the icon just to the right of the question input box at the top of the Q&A visual.

Then, Power BI will convert the Q&A visual to a standard visual If you do not like the suggested standard visual, you can of course change the visual to another standard visual.

Ask your own questions

If you want to ask your own question to your data model, you can just ignore Power BI’s suggested questions and type your own question in the question box.

In the example below the question was “average #holidays by department 2018”. You can see the result below.

In the next example, the question was “average #days sick by department”. Here is the result.

For Power BI to understand your own questions, you have to use the headers from your tables in the questions. In the example above, there is a table in the data model where the number of days of sickness are registered. The header of the specific column is “#days sick”.  In another table with the general information about the employees, there is a column in which the employee’s department is entered. The header for this specific column is “department”.

Conclusion

By using DAX measures, you can calculate similar results as in the examples. You can also create your own visuals, but the Q&A visual can do this without the need for manual input. It is also possible to create a list of your own suggested questions. When the report is then published, your audience can pick the questions they want answered from your suggested question list.

As mentioned at the beginning, this is Power BI Artificial Intelligence Visuals Part 1 – Q&A . If you want to know more about the other AI visuals in Power BI, please follow STL on LinkedIn or visit our website.

STL has two Power BI courses which include AI visuals: Power BI Reporting and Power BI Modelling, Visualisation and Publishing.

 

Categories
Application Power BI

Update Power BI Reports using Connections to Source Data

Update Power BI Reports using Connections to Source Data

Power BI desktop can easily connect to an amazing range of different sources. This allows you to always keep your reports updated whenever you add new records or original data changes at source. It also helps you to be more efficient and productive and saves a lot of time in the process. This article shows how to update Power BI reports using connections to source data.

What is a Data Source Connection and why is it useful?

Whenever you tell Power BI Desktop to ‘Get Data’, what you are doing is making a connection to the source data. Let’s say you had a monthly table in Excel detailing all the records for each order in June. You first connect to this Excel file in Power BI Desktop, load the data, then create your report visuals from this imported data. Once someone adds July’s orders  at source, a simple ‘Refresh’ in Power BI Desktop will update the report to reflect the changes you have made. This avoids having to re-import your updated data every time it changes.

How to get started
  1. In the REPORT view of Power BI Desktop, go to HOME > GET DATA

2. Select ‘Excel Workbook’ from the top of the list and browse to your Excel file

3. This action brings up the following:

4. Select ‘FoodSales’, for example, by ticking the box. Note this gives a preview of the data selected

5. Click on the LOAD button below

This will make a connection back to the source data. This means any new data added to the source is instantly refreshable in the report

6. Go to the DATA view to see how many total orders there are:

From the ‘Order ID’ field highlighted, there are 1,149 orders in total

7. Go back to the Report View and select the ‘Card’ icon from the Visualisations pane

8. Click on the ‘Order ID’ field from the ‘Fields’ pane to show the total number of orders i.e. 1149 in the Card visual

9. Create another Card visual and drop the ‘Extended Price’ field inside to show ‘Total Extended Price’ i.e. 706.77K. The report should look like this:

10. Save the report and then open the Excel file outside of Power BI Desktop

11. Copy and paste new records below the original dataset. Save and close the file

12. In Power BI Desktop, go to HOME > REFRESH to update your report

Note that the 2 Cards have both updated to reflect the changes.

There are many other sources that Power BI Desktop can recognise e.g. online data, SQL, CSV, various databases, SharePoint. In all, there are around 60 different locations from which Power BI can ‘Get Data’. The great news is that they all use pretty much the same connection method as for Excel. Moreover, the vast choice in data sources gives you greater flexibility in being able to access your data wherever you store it.

Conclusion

Power BI Desktop’s ability to connect to many different data sources allows you to always keep on top of your latest figures in order to make those all-important business decisions and therefore become more productive. As you can see, then, it is quite easy to update Power BI reports using connections to source data.

For course details on the Power BI Reporting course at STL, please click on the link below:

https://www.stl-training.co.uk/syl/355/power-bi-training-courses.html

To see more articles on data connections, please click below:

Power BI Connections | List of Top 6 Data Connection Source Categories (wallstreetmojo.com)