AI vs Automation for Manufacturers | June 16

June 11, 2024

Microsoft Power BI | New Look

Microsoft Power BI is the best analytics tool on the market.  With the use of Power BI, Microsoft has placed the ability to develop complex reports in the hands of the lay user.

A cornerstone of this application is its ease of use.  Power BI’s “drag and drop” interface and other instruments allow for the user to create analytical reporting in only a few minutes.

Within the past year, Microsoft has gone the extra mile in making this business tool even easier to use.  This is all thanks to the additions made to the Power BI Desktop interface.

The “Customize” Pane

Screenshot of Power BI Dashboard

Developers are of course familiar with the Desktop’s “Filters”, “Build”, and “Data” panes.  Clicking offers the “Customize” Pane.

The “Add or remove panes” section provides quick access to Data, Build, Format, Copilot, Bookmarks, Selection, Performance analyzer, and Sync slicers:

Power BI Dashboard screenshot

Data, Build, and Format are enabled, in this instance of Desktop.

New Shortcuts

The objects on the Power BI canvas contain two new shortcuts – Suggest a visual and Add to your visual.

Suggest a Visual

Based on the fields that you have placed on the Canvas, Power BI makes intelligent suggestions as to which Visualization should be used.

In addition, selecting Arrange data for me enables Power BI to provide proper placement of these fields into each axis.

Power BI Dashboard screenshot

Also, each of the bottom two buttons displays Small multiples and Tooltips.

Add to Your Visual

In this stacked column chart Title, Zoom slider, Ribbons, and Data labels are available for the Power BI developer:

Power BI Dashboard screenshot Power BI Dashboard screenshot

Small Multiples

The “Small multiples” feature splits a visual into multiple versions of itself.  Using a chosen dimension, the versions appear side by side with data divided across these versions.  Here, the aggregated amount of revenue displays based on the day of the week:

Power BI Dashboard screenshot

Tooltips

The “Tooltips” feature shows additional data, when the user hovers over a column in the Visualization:

Power BI Dashboard screenshot

Zoom Slider

The zoom slider allows the user to zoom in on any part of the data.  The axis will automatically scale to the user’s selection: Power BI Dashboard screenshot

Ribbons

Ribbons gives an expanded view of the data, by showing the amount of change between values.  This example’s Tooltip shows not just the amount of revenue for Wednesday and Thursday but the difference in revenue between the two days:

Power BI Dashboard screenshot

Data Labels

Data labels make data interpretation easier, by showing exact amounts for each day of the week:

Power BI Dashboard screenshot

More Options

Clicking the “More options” button simply displays Power BI’s “Format” pane.

Easy Selection of Visualizations

No more hovering over the icon of a Visualization just to find out what it represents!

Hit the drop-down button in the “Insert” section of Power BI’s Ribbon, to find Visualizations grouped based on the purpose served:Power BI Dashboard screenshot

Turning On the New Interface

To enable the features discussed in this article, navigate to File…Options and settings…Options and select Preview features on the left:Power BI Dashboard screenshot

The “On-object interaction” box is unchecked, by default.  Check this box.

Click OK, when prompted for a restart:

Power BI Dashboard screenshotFinally, exit the Power BI Desktop.  Upon reopening, these features will be available.

For more information about Power BI or Dynamics 365 you can reach out to us at Sales@BondConsultingServices.com or you can click here to schedule a free consultation with one of our Dynamics experts. Alternatively, you can always visit our YouTube channel for helpful video walkthroughs and recorded webinars.

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