Category Archives: Power BI
Developing and Deploying an OLAP Cube
In this blog article, I will explain you how to develop and deploy an OLAP Cube. This article is help to learn creation of OLAP Cube in SSAS. An OLAP cube is a technology that stores data in an optimized way to provide a quick response to various types of complex queries by using dimensions and measures. Step 1: Start Analysis Project Click on File -> New -> Project -> Business Intelligence -> Select Analysis Service -> Analysis Services Multidimensional and Data Mining -> specify name for the project -> click Ok. Step 2: Creating Data Source In Solution Explorer, right click on Data Source -> Click on New Data Source -> click Next -> click on New button. For Creating a new connection: 1) Specify Your SQL Server Name 2) Select the log on option 3) Select the database name from the server Then click on Next -> Next -> Assign name for Data Source -> Finish. Step 3: Creating Data Source View In the Solution Explorer, Right Click on Data Source View -> Click on New Data Source View -> Select Relational Data Source which we have created in Step 2. -> Click on Next. First move your Fact Table to the right side to include in object list. Select Fact Table in Right Pane (Fact product Sales) -> Click On Add Related Tables Then click on Next -> Finish Data Source View is ready. Step 4: Creating New Cube In Solution Explorer -> Right Click on Cube-> Click New Cube -> Click on Next -> click on Use existing tables -> Next. Select Fact Table Name from Measure Group Tables -> Click Next. Choose Measures from the List which you want to place in your Cube -> Click Next Then click Next -> Next -> Assign Cube name -> Finish. Your Cube is ready and you can see the newly created Cube and dimensions added in solution explorer. Step 5: Deploy the Cube In Solution Explorer, right click on Project Name -> Click Properties. Specify the target Server name and server mode. In Solution Explorer, right click on Project Name -> Click Deploy Once Deployment will finish, you can see the message Deployment Completed in deployment Properties.
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SSRS Embedded Image Distorted in PDF
Introduction: Recently, I had encountered an issue with embedded images in a report. I had one image in two format, i.e. PNG and JPG. In the report viewer, both the image format was working fine; but when I saved the report in PDF format, PNG image was properly displayed and JPG image was distorted. In this article, we are going to discuss how to resolve the issue of distorted image in PDF. Images in Report Viewer: Images in PDF: Resolution: 1. Check JPG Image properties: Images with following properties do not render correctly: Image with CMYK Colorspace or Image with extended color profiles or Both For more reference, Click here Check Extended color Profiles Photoshop CC: Open the JPG file in Photoshop and it will tell you if the color profile is missing or does not match your working profile. Jeffery’s Image Metadata viewer: Open link: Jeffery’s Image Metadata. Choose your JPG Image file and click on View Data. Check Color Embedding. (Here, unrecognized embedded color profile) Check Image Colorspace Photoshop CC: Open the JPG file in Photoshop, you can see the image properties in the Name Tab. (Here,CMYK/8) Jeffery’s Image Metadata viewer: Open link: Jeffery’s Image Metadata Choose your JPG Image file and click on View Data. 2. Change JPG Image Properties: Remove Extended color Profile: Open the JPG file in Photoshop. Navigate to EDIT→Assign Profile→Don’t color Manage this Document. Change Image Colorspace: Open the JPG file in Photoshop. Navigate to IMAGE→MODE→ RGB Color Results: After the change in image properties the JPG Image will be properly rendered in a PDF.
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Power BI embedded inside of Web APP
In this blog article, I will explain you on how to Embed POWER BI reports inside of your custom web app. Below are the steps to connect over Power BI Embedded: Create the Workspace collection inside of azure portal Stored PowerBi access key for the workspace Workspace creation using Rest API solution file (download from github) Import powerbi pbix file on the same workspace ID Deploy embedded page using visual studio Iframe the web page url insdie of your web app Let’s walk through the steps to build a Work space Collection using the Azure Portal. Open and sign into Azure Portal. Click + New on the top panel. 1. Under Data + Analytics click Power BI Embedded. 2. On the Work-space Collection Blade, enter the required information. For Pricing, see Power BI Embedded pricing. 3. Click Create. The Workspace Collection will take a few moments to provision. When completed, you’ll be taken to the Work-space Collection Blade. So from this window please copy work-space collection Name and Subscription ID in the notepad for further use. We also need to copy PowerBI API access key for this workspace collection. Now we need to generate workspace report and dataset using visual studio solution file which you can download from github. After downloding the file you need to ope “PowerBI embedded” soln file. In the solution file you can found 2 projects, Provision Sample: Used for build-up workspace and import pbix file to azure workspace collection EmbedSample: After importing PBIX this project used for deployment of web page url First we need to run the Provision sample project,It will generate one CMD window when you are going to run it. Here you can find different option for the activity, we already done with workspace collection name inside of azure portal so now we need to choose step 5 for creating workspace. Once you select step 5 it will ask for “Workspace Collection Name” and we need to type exact name which we created in azure portal. After that it will ask for access key and that key is your POWERBI API access key which we copied earlier. After this steps you need to select option 6.” Import PBIX Desktop file into an existing workspace” in the above cmd window. Now it will ask for Dataset Name and path of the PBIX file which you want to embedded inside of Web APP.Datasetname should be any user-friendly name for your reports. And it start importing our PBIX file into azure workspace collection. After succeeding this process, we need to select embed sample project inside of visual studio and required to change some information inside of web config file. Based on the above image we need to provide couple of information inside of web config file. Access key: it is POWERBI API Access key which created on azure porta Workspace Collection: Name of the Workspace collection we created in step 1 Workspace ID: this id you will get on cmd window when doing step 5 So, after doing this changes we need to run this project file and it will open new browser window with Power BI embedded reports inside. You can copy that url and iframe it inside of your Web APP. It will look like below:
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Power BI new updates: New Matrix Visual Preview and Enhancements: Column Sorting, Column Resizing, and Word Wrapping
In this blog article, I will explain about the new updates of Power BI related to New Matrix Visual Preview and its enhancements. In these we introduce a preview of a new matrix visual. This is the new version of the matrix as a separate matrix visual so we can test out the new experiences without impacting any of our other visuals or Reports. Benefits of this new matrix include: Performance improvements Drilling into hierarches Stepped layout Cross highlighting and filtering from matrix headers and cell contents In the new matrix preview, we can Go to next level in the hierarchy Expand all down one level in the hierarchy Drill Down When we create a hierarchy we will see only the top level by default and can drill into lower levels. We can drill into the row headers using the drill buttons in the visual menu or we can right click menu. Using the Go to next level in the hierarchy option we will move to the next level of the row hierarchy. Using the Expand all down one level in the hierarchy option we will show multiple row header levels at once. We can also turn on Drill Down and drill into one specific row header. We can also use right click menu to do all these drill actions on both row and column headers. In matrix visual we can Sort a column, Word wrapping and resize the column width. i) Column Sorting We can sort the matrix visual by the total and row headers ascending or descending. ii) Column Resizing We can minimize or maximize the size of the column iii) Word Wrapping We can word wrap column headers, row headers and values in the matrix preview.
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Salesforce Object Connecting inside of PowerBI
In this blog article, I will explain you that using Power BI, you can easily connect to your Salesforce.com account. Creating this connection and it will give list of Entity to choose for your dashboards. Below are the steps to connect over Salesforce Objects: Open Power BI Desktop tool and select Salesforce object from Get Data option. Once you select Salesforce objects it will ask for the selection of business account details, Select Production URL. Select sign in to initiate the login flow. So here you need to use your company production Salesforce account or you can use trial account for the same. Once you entered userid and Password click Allow so PowerBI can access your basic Salesforce information data. Select Required Entities tables from the List. Based on above list you need to select required Tables checkbox and load those entities inside of Power BI desktop tool Design Dashboard and Publish to PowerBI online account Once we load all entities inside of PowerBI desktop it gives facility to set relationship and define certain DAX function or Measures. Using all this tables we can design any kind of dashboard or report related to Salesforce data entities.
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Step by Step instructions for Scribe Insight Version Upgradation
In this blog article, I am explaining about upgradation of Scribe insight version. Upgrading scribe insight 7.8.0 version to latest scribe insight 7.9.2 version. Step 1: Backup Export existing scribe Console Open scribe console -> right click -> Import/Export -> Export a package -> Select package -> Next -> Give specific name and path to store the backup files -> Next -> Finish This will create a .spkz file in the specified path. Take Backup of Collaboration folder Make a copy of collaboration folder. Path eg: C:\Users\Public\Documents\Scribe Take a backup of Scribe Serial Number Open Scribe Workbench -> Help -> About Scribe Insight -> Copy the Serial Number Step 2: Unregister the existing Scribe version Open Scribe Workbench -> Help -> Unregister this Computer -> Yes After successful unregistering, you will get a pop up window as Step 3: Stop the Scribe services From Task Manager -> End the Scribe.UpdateService.exe (if it exists) Step 4: Download current version of Scribe Insight Site: https://openmind.scribesoft.com/html/insight_download Step 5: Download Microsoft.NET Framework 4.5.2 Site: https://www.microsoft.com/en-us/download/details.aspx?id=42643 Note: Select scribe update notifier when asked during installation process. Restart the computer/remote server. Step 6: Run the Application Click on Run -> Next -> specify the path for unzip -> click Unzip -> Close. Step 7: Installation of Latest version of Scribe Insight Run Setup file Open ScribeInsight792_x64 folder (which is stored in the path specified during unzip) -> Run Setup.exe Uninstall existing adapters we need to uninstall the existing adapter eg: CRM , AX ,etc. Control Panel -> uninstall/ program Also, the system will automatically uninstall the adapter. Install Adapters Click on check box Insight adapters then click on Start installation Below window will appear Click on Install After Visual studio installation below window will pop up Restart the computer Open the setup.exe file again -> Click Next -> Accept the terms -> Next -> Install -> Next -> Accept license agreements -> Install -> Finish Setup wizard will pop up -> cancel username window -> select the adapter you want to install -> Next -> Finish Start Scribe Services Start -> Run -> services.msc -> Select Scribe Services one by one -> click on LogOn -> Click This Account -> Click Browse -> Browse the name -> Insert Password -> Apply Check dependencies and make sure all the dependent services are started before you start the Scribe Services. Do this for all the Scribe Services. (Services starting with name ‘Scribe’) Step 8: Register the Scribe Insight Select Register Online Copy the Serial Number which you took backup before. You will get details window You will get product update status Click Next Registration Successful window will appear -> Click Finish Step 9: Verify the version of installed Scribe Insight Open Scribe Workbench -> Help -> About Scribe Insight
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Integrating Sales Order line items of Dynamics 365 Financials using TIBCO Cloud Integration
In this era where consumers are more aware, informed and expect just a little bit more with any service they opt for, you must be on your toes all the time if you want to satisfy them at every point. With Microsoft dynamics 365 for sales, go for the salesforce automation that will let you catch the nerves of what your consumers demand and expect. This will not only help you in engaging well with your customers, but will also help you in satisfying their business needs that will in turn help you to attract more new customers by satisfying the current ones. The accelerated performance and boosted productivity will be witnessed from time-to-time enabling your customers to build a solid business foundation of their own Introduction: In Dynamics 365 Financials, Sales order line items cannot be integrated in a single step. As, it takes only item number in a create () and rest all the fields are considered as an Update. Prerequisite: Dynamics 365 Financials. TIBCO Cloud Integration Subscription. Purpose of the Setup: Our goal is to integrate Sales Order Line item from Microsoft Dynamics CRM Online to D365 Financials through TIBCO Cloud Integration. Steps: Configure a connection for your Microsoft Dynamics CRM Online by providing the required information. Configure a connection for your D365 Financials by providing the required information. Create a new Solution and specify the Solution name and the Agent. Note: Here, we are using a Cloud Agent. Now create an Integration Map for integrating Sales Order Header and its Line items from CRM Online to Dynamics 365 Financials. Sales Order Header: Use Create Block and create Sales Order Header by mapping required fields. Sales Order Lines: Use For each child Block for looping the Sales Order Lines. Use Create Block to Create Sales Order Line by mapping primary fields like Document_No,Document_Type,No Use Update Merge Block to map rest of the fields of Sales Order Lines like quantity,Unit_price etc along with ETag and ETagConcurrencyBehavior Note: (As specified by Scribe Software) The OData Protocol uses Entity Tags (ETag) to determine how to update or delete data. The Dynamics NAV/Financials Connector exposes these ETags as fields: ETag — Available as a source and target field, contains the ETag value provided by the Dynamics NAV/Financials OData service. ETagConcurrencyBehavior — Available as a target field, used to determine how data conflicts are handled. Possible values for this field are: Always Overwrite (default) Overwrite If Match Overwrite If Not Match
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Integration between source as CRM and target as Multiple CRM’s
Use case: Let’s say there are multiple service providers (SP) who are on CRM platform and send out the data to single repository Target which is also a CRM system. Based on certain validations and Business logic, the data that is sent from SP can be accepted or rejected. In this case the repository CRM system needs to communicate back to service provider about the status of their data submission. We are using Scribe Insight as the middleware or Integration tool. So how does the Scribe determines, the message that is sent from repository CRM is intended for which service providers CRM? This is done using Scribe Publisher. What is Scribe Publisher? Scribe Publisher is a component in Scribe console that produced XML messages based on real time triggering events. Example: If an account is created or updated in CRM then it will trigger publisher to generate XML message. This XML message is then forwarded to Scribe In Queue. This message is then processed by Integration process. Integration Approach: To integrate between a single CRM source to Multiple CRM instance as Target. Data needs to be pushed correctly to Target CRM instance based on a value of the data field in the source CRM. Create a CRM Publisher with same entities published multiple times. Each time it will be process based on the source field value and will output the message to Scribe In Queue with a different message label. Create Multiple DTS each with different Target CRM, where the data is intended to be pushed. Create Integration Process (IP) with this DTS and each IP will process the message based on the specific message label. In the above screen capture, publisher will generate XML message whenever a new account is created or existing account is updated. However based on the value of the field that holds the data for the Target Service Provider (In above example – “description” field in repository CRM holds target CRM of which this account belongs to), publisher will publish a message with different message label. (FromSP1_account.xml, FromSP2_account.xml etc) These messages come to Scribe in Queue. Integration Process can be then created that will consume these messages based on their message label. Above Integration was tested on Scribe Insight version 7.9.2.
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Power BI new updates: New Quick Calcs, Word wrap on matrix row headers and X-axis & Y-axis font size control
In this blog article, I will explain about the new updates of Power BI related to New Quick Calcs, Word wrap on matrix row headers and X-axis & Y-axis font size control. New Quick Calcs: Percent of row total & percent of column total In this Power BI update, they are introducing two new Quick Calcs. These are as follows: Percent of row total Percent of column total Under the field pane -> right click on value field -> Quick Calc. Then, under Show value as, you will see Percent of column total and Percent of row total If you convert a matrix visual with one of these new Quick Calcs, the calculation will convert these totals into a percent of grand total. Example: In below figure Cost column shows the cost for sub category. After applying the Quick Calcs as Percent of column total the matrix is looks like follows: Word wrap on matrix row headers: In earlier update, the word wrap was added for table header only but now it’s added for matrix row header as well. You will see the Word wrap toggle under the Formatting pane -> Row header card -> Word wrap. Once you turn on word wrap, the row headers will word wrap to fill the space they have. X-axis and Y-axis font size control Earlier we were not able to control the font size of X-axis and Y-axis. But now we can control the X-axis and Y-axis font size. Now you can find the text size slider under the X- axis and Y- axis card in the formatting pane. After changing in font size of X- axis and Y-axis.
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Power BI Embedded inside of SharePoint Online
In this blog article, I will explain you on the new web part which enables SharePoint authors to embed Power BI reports directly in SharePoint Online pages with no code required. Below are the steps to connect over SharePoint Online: Publish your Power BI report to your Power BI account Get the URL to the report Add the Power BI (preview) web part to your SharePoint Online page Paste the URL of the report when prompted To finish, save and publish your page! As per below screenshot I have one Reports publish on my Power BI account, so at report level in the File menu we need to select “Embedded in SharePoint Online” option. One Pop-up window appear for the URL which we need to copy for the SharePoint online site. Now login to your company SharePoint Online account. And create new page inside of existing Page or Separately. As per below screen shot click on “+” sign and select Power BI option, after clicking new report window appears. So, when you click on Add Report button, you found one window appears on left side where you need to paste that powerbi URL inside of first block. And it will automatically detect all the reports related to that Power BI account. Power BI reports appears inside of SharePoint Online account as below. You can also share the same Reports to other colleagues inside of organization.
