Power Platform

Tuesday, September 14, 2021

Use visuals in Power BI

Visuals allow you to present data in a compelling and insightful way, and help you show the important components of it. Power BI has many compelling visuals and many more that are released frequently. Power BI is one of the leading data visualization tools on the market. This current article is part of the Power BI like a Pro series written by TrueCue’s most experienced Power BI developers.

Create and customize simple visualizations Two ways to create a new visualization in Power BI Desktop are: Drag field names from the Fields pane and then drop them on the report canvas. By default, your visualization appears as a table of data. In the Visualizations pane, select the type of visualization that you want to create. With this method, the default visual is a blank placeholder that resembles the type of visual that you selected.

After you have created your graph, map, or chart, you can begin dragging data fields onto the bottom portion of the Visualization pane to build and organize your visual. The available fields will change based on the type of visualization that you selected. As you drag and drop data fields, your visualization will automatically update to reflect changes.

You can resize your visual by selecting it and then dragging the handles in or out. You can also move your visualization anywhere on the canvas by selecting and then dragging it to where you want it. If you want to convert between different types of visuals, select the visual that you want to change and select a different visual from the Visualization pane.

Power BI attempts to convert your selected fields to the new visual type as closely as possible. As you hover over parts of your visuals, you'll receive a tooltip that contains details about that segment, such as labels and total value. Select the paintbrush icon on the Visualizations pane to make cosmetic changes to your vision. Examples of cosmetic changes include background, alignment, title text, and data colors. We can create slicers, maps, tables, charts, matrices, etc.

How to build a basic chatbot

Power Virtual Agents empowers teams to quickly and easily create powerful bots using a guided, no-code graphical experience—all without the need for data scientists or developers.

Create a chatbot

sign-in with your work email address.
Next, you’ll choose a name for your chatbot. This can be something generic to your company or specific to the scenario you are tailoring your chatbot to.

Once you select Create, the process of creating the first chatbot within a new environment can take up to 15 minutes. Subsequent bots will be created much faster.
After a few minutes, you’ll land on the home page and have an opportunity to play around with the chatbot in read-only mode. You can't save any edits during this time, but you can explore the overall user interface, look at the topics, experiment with the preloaded User Topics and System Topics, and interact with your chatbot using the Test Canvas.
When the chatbot creation process completes, the banner changes. You now have full functionality in the chatbot and can modify any User or System topic, test out your content changes, or deploy your bot.
If you have already created a chatbot, you can create a new chatbot by selecting the icon on the title bar to open the Bots pane and then selecting New bot.

Create a topic

Go to the Topics tab on the side navigation pane to open the Topics page.
On the topics page, select New topic.
Specify a name, description, and one or more trigger phrases for the topic.
Select Save topic to add the topic to the topics list.

Design the topic's conversation path

In the topic details for the topic, you want to edit, select Go to authoring canvas.

Power Virtual Agents opens the topic in the authoring canvas and displays the topic's trigger phrases. The authoring canvas is where you define the conversation path between a customer and the bot.
For existing or system topics, a number of nodes will automatically be created. You can edit these nodes just as you can for other nodes.
When you create a new topic, the Trigger phrases node and a blank Message node are inserted for you.
You can add additional nodes by selecting the Plus (+) icon on the line or branch between or after a node.

Insert nodes

When adding a node, you can choose from five options. Each option has a specific node that will be inserted into the conversation path.

You can:

Ask a question
Call an action
Show a message
Go to another topic
End the conversation

Publish a chatbot

With Power Virtual Agents, you can publish chatbots to engage with your customers on multiple platforms or channels. You need to publish the chatbot at least once before your customers can interact with it or you can share it with your teammates.

Go to the Publish tab on the side navigation pane.
Select Publish to make the latest chatbot content available to your customers. The publishing process will check for errors in the latest chatbot content.

Dashboard

Build a dashboard

If you clicked on the link from publishing your report, your report should now be open in your browser. Let's use this report to create a dashboard.

1.Visit Page 2 of your report. Hover over the clustered column chart and a small push pin will appear in the upper right corner of your visual.

2.Press the pin.

3.In the dialogue box, make sure New Dashboard is selected. For the dashboard name, type "Contoso Manufacturing Sales". Select PIN.

4.Go to the first page of your report.

5.You may notice that Key Influencers does not have the option to pin the visual when you hover over it. Instead, press the Pin to a dashboard button at the top of your report.

6.In the dialogue box, make sure Existing Dashboard is selected. Ensure the dropdown shows "Contoso Manufacturing Sales". Select Pin Live.

7.A message will pop up with the option to Go to Dashboard. Click it.

8.You should now see the tile and live page you pinned. You can think of a dashboard like a cork board. All of your pinned visuals exist in a one-page scrollable platform from which you can collaborate. Hover over the column chart tile and select the ellipses in the upper right corner.

9.Select Add a Comment. From here you can type specific comments and even call out individuals in your company by using the @ symbol.

10.Type a comment and then close the comments pane. You will notice that a small text bubble symbol has appeared by the title of the visual. Press it to see your comment appear.

11.Close the comment pane again. Select Edit, then select Add Tile.

12.Select Text Box.

13.Select Next.

14.Scroll down and add text. You can increase the font size or format the style. Select Apply.

15.The tile you just added is at the bottom of the report. Click and drag it to the top beside the column chart.

16.Hover over the visual and you will see two small lines at the bottom right corner. Click and drag them to resize the tile to be smaller (About a quarter the size of the column chart tile).

17.Click on the section Ask a question about your data.

18.A new pane will open over your dashboard where you can ask questions in real language of your data. Type "What is the largest gross sale". The resulting visual is known as a data card.

19.Select Pin Visual, and click Pin.

20.Exit Q&A.

21.The visual you created from the Q&A is at the bottom of your dashboard. Drag it up and resize it as you did with the text tile.

22.Select Web View in the top right and switch to Phone View.

23.Here you can change the size and order of tiles to view them better on mobile. Pin the text tile and data card tile to the mobile view and drag them to the top.

24.Unpin the live page tile and drag the column chart tile to be longer.

Introduction to Power Virtual Agents

What is Power Virtual Agents

Over the past few years, it has become increasingly easier to create powerful chatbots with little to no code. Now almost anyone can quickly create a deploy a chatbot with ease. Power Virtual Agents is a premium add-on to the Power Platform that allows you to create and deploy such bots.

What you can do with a virtual agent

Empower your teams by allowing them to easily build chatbots themselves without needing intermediaries, coding, or AI expertise.
Reduce costs by easily automating common inquiries and freeing human agents time to deal with more complex issues.
Improve customer satisfaction by allowing customers to self-help and resolve issues quickly, 24/7 using rich personalized bot conversations.

Components of Power Virtual Agents

Topics-In Power Virtual Agents, a topic that defines how a chatbot conversation plays out. You can author topics by customizing provided templates, create new topics from scratch, or get suggestions from existing help sites.
A topic has trigger phrases—these are phrases, keywords, or questions that a user is likely to type that is related to a specific issue—and conversation nodes—these are what you use to define how a chatbot should respond and what it should do.

Entities-A big part of chatbot conversations in Power Virtual Agents is natural language understanding, which is the ability for the AI to understand a user's intent.

Prebuilt entities-Out of the box, Power Virtual Agents comes with a set of prebuilt entities, which represent the most commonly used information in real-world dialogs, such as age, colors, numbers, and names.

Custom entities-The prebuilt entities cover commonly used information types, but on some occasions, such as when building a chatbot that serves a specific purpose, you will need to teach the chatbot's language understanding model some domain-specific knowledge.

Actions-You can enable your chatbot to perform an action by calling a Microsoft Power Automate flow. Flows can help you automate activities or call backend systems.

Publishing-With Power Virtual Agents, you can publish chatbots to engage with your customers on multiple platforms or channels. These include live websites, mobile apps, and messaging platforms like Microsoft Teams and Facebook.
After you have published at least once, you can connect your chatbot to additional channels.
Each time you want to update your chatbot, you publish it again from within the Power Virtual Agents app itself. This will update the chatbot across all the channels where you've inserted or connected your chatbot.

Get started with AI Builder

AI Builder:-

AI Builder is a Microsoft Power Platform capability that helps you improve your business performance by automating processes and predicting outcomes. . By using AI Builder, you can quickly bring AI to your apps and flows that connect to your business data that is stored in the underlying data platform or in various cloud data sources, such as SharePoint, OneDrive, or Azure.

What you can do with AI Builder

Analyze text for classification, key phrases, language, and sentiment.
Predict whether something will happen.
Process business card information.
Process text from images.
Read and save information from standard documents.
Recognize and count items in images.

Where you can use AI Builder

You can access AI Builder within Power Apps and Power Automate.

Two available areas under AI Builder

Build - Where you create and get started by using AI models.

Models - Where your created and shared models reside.

Choose an AI capability

AI capabilities are brought to your apps and flows by models. A model can be built and customized by you, or it can be a prebuilt model that is ready to be used right away.

Create your model

Select a model type

The two classes of the model are:

Models that require customization before they can be used
Models that are prebuilt and can be used right away

The following sections explore what you can do with the models that you customize.

Select the tile for one of the following model types:

Form processing
Object detection
Prediction
Text classification

Make sure that you have everything you need to create your model, as listed on the Get started tab. You can also use sample data to create any of these models.

Enter a name for your model in the Name this AI model field.

Select Create.

Ways to use your models

After your model has completed training, you can view important details about your newly trained model on a details page for that model. The information might vary depending on the model type.

Publish your model

Your model can't be used until it is published. If you are satisfied with your model, select Publish to make it available.

Three main ways that you can use your model are:

As a component in an app

As an action in a flow

As new data in your database

When your model is published, select Use model to see a list of the available actions that you can take to use your model.

Monday, September 13, 2021

Publish & Share in Power BI

If you want to share your report and dashboards with your coworkers at some points. Then you need to publish and share that report, dashboard.

Share and collaborate with colleagues in Power BI:-

Publish your reports from Power BI Desktop to the Power BI service.
Create Apps that package a dashboard, report, and dataset to send to your colleagues, who can use the content pack as a starting point and further enhance it.
Create Groups, which you can use as a security model to identify a subset of users who have access to dashboards, reports, and datasets that you create.
Publish to the web so that live reports can be embedded in a webpage.

Publish Power BI Desktop reports:-

After you've completed writing your report, select the Publish button on the Home tab.
Power BI packages your report and data, including visualizations, queries, and custom measures, and uploads them to the Power BI service.
When the upload is complete, a dialog box appears, informing you that the publishing process succeeded, and provides a link to your report in the Power BI service.

Print and export dashboards and reports:-

In the Power BI service, select File in the top-left side of the service and then select Print this page to open a print dialog box.

Export data from a visual:-You can also export the data from any visual in the Power BI service. Select the ellipsis on any visual and then select Export to .csv.

You can also print or export directly from a report. When you are viewing a report in the Power BI service, select File > Print to open the print dialog box.

Publish to web

When you select Create embed code, Power BI presents another dialog box stating that you're about to share your data with everyone on the Internet. Verify that sharing publicly is acceptable before moving ahead.

Power BI presents a dialog box with two links:

A link that you can share in an email, which shows the report as a webpage
HTML code (a link plus within an iframe) so that you can embed the report directly into a webpage

Model Data In Power BI

Modeling Data In Power BI:-

Modeling data is nothing but connected data within each other so after that, we can use that data for our needs.

How to manage your data relationships:-

Relationship means we can connect one or more tables together because they had related data in respected tables. So we can able to perform queries on the linked table according to our needs. The Model view in Power BI Desktop allows you to visually set the relationship between tables or elements. In the Model view, we can see that table with the respected relationships. Adding and removing relationships is straightforward. To remove a relationship, right-click the relationship and select Delete. To create a relationship, drag and drop the fields that you want to link between tables.

A data relationship’s cardinality describes the l relationship between rows of one table and the rows of the other.

one-to-one: one-to-one cardinality indicates that each row of a table maps to a single row of another table

one-to-many or many-to-one: one-to-many relationships are very frequent in traditional star-schemas. One-to-many relationships occur when a single row of a table maps to more than one row in another table. This is the case of the example relationship studied above

many-to-many: many-to-many relationships are very tricky to deal with. They occur when multiple rows in one table link to multiple rows in another.

Create calculated columns:-

data that you're analyzing doesn't contain a field that you need. so we need an answer for that is the calculated column. So for the created a calculated column, we can transfer two or more elements of existing data in a new column. The main reason for created a calculated column is that when tables don't have unique fields between them so creating a relationship we need unique fields in tables. for creating a calculated column we need to go Table Tool in Power BI Desktop, select a new column that we open a formula bar so in the formula bar you will be able to write an expression. once you enter a formula by giving the column name Power BI Desktop creates a new column in a particular table.

Optimize data models:-

Imported data often contains fields that you don't need for your reporting and visualization tasks. Data might contain unnecessary information or it might be available in another column. Power BI Desktop has tools to optimize your data and make it more usable for building reports and visuals.

Hide table-

For the hiding field in the Fields pane of Power BI Desktop, right-click the column & select hide. Your hidden fields are not deleted it is just not able to see on Fields Pane.

Sort visualization data by another field-The Sort by Column tool, available on the Table tools tab, is useful to help ensure that your data is displayed in the order that you intended.

Create measures:-

In Power BI, measures are defined calculations on your data that are performed at the time of your query. Measures are calculated as you interact with your reports and aren't stored in your database.

To create a measure, in Report view, select New Measure from the Modeling tab. From the Formula bar, you can enter the DAX expression that defines your measure. As you enter your calculation, Power BI suggests relevant DAX functions and data fields. You'll also receive a tooltip that explains some of the syntax and function parameters.

Explore time-based data:-

Analyzing time-based data with Power BI is a simple process. The modeling tools in Power BI Desktop automatically generate fields that let you drill down through time periods. When you create a table visualization in your report by using a date field, Power BI Desktop automatically includes breakdowns by time period. For example, the single date field in the Date table was automatically separated into Year, Quarter, Month, and Day by Power BI.