I've created a report that uses SSAS to create a Pivot table. I have to authenticate with username/password when I refresh it. Once it's refreshed I want to send it to someone else.
However when they open it they can't drill down in the Pivot table because it asks them to authenticate as well.
I can't remove the connection from the file because then you don't have the data for the Pivot so it doesn't let you drill down either.
Is there a way to work around that, to make the Pivot table available for use (to drill down, no need to change the fields) to the other person?
If you want to provide a self-contained Excel file with the detail data to support an interactive PivotTable then please look at Power Pivot. In newer versions of Excel it is called the Excel Data Model. You load the model with detail data, define your calculations and relationships between tables. The data is compressed and stored in the Excel file so except during refresh from your relational source (which you could do before sending the Excel file) the user doesn’t need any access to servers.
You will have to rebuild the data model in Power Pivot. If your SSAS model is a Tabular model then the concepts should be pretty similar.
I have a page on PowerBI that I did not develop, but I can download data straight to excel. This data needs to be filtered on PBI first before anything, as it contains sensitive information that I will be eventually sending to an external partner. What I want to be able to do is download this report to excel one time and create pivot tables, with all of the necessary filters added, and be able to just click refresh on the excel file and have it update (PBI file currently updates daily). My end goal is to send this information to a vendor and all I will need to do is hit refresh so that I may send to them. I am lost on how to do this, so if anybody can help I will greatly appreciate it!
Analyze in Excel is exactly the way to go. Find more information here: https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-analyze-in-excel
You'll get a live connection to your Power BI dataset and you can use pivot tables to filter the data to your needs. And for sure the data is updated when you hit the refresh button.
To play it save you could finally remove the data connection from the workbook so that the data is frozen and there is no access to sensitive information.
See also my answer here regarding common Analyze in Excel pitfalls:
Power BI Exporting data to a excel/csv
I am running Excel 2016, using Microsoft query connecting to sql server retrieving some data into a pivot table and creating a graph, this works fine.
I have a cell that I can change the date I am interested in, the underlying data then changes, but I have to right click on a graph and say refresh.
Is it possible to have the graph refresh when the data does? I have seen examples of charts changing when the data is in excel, but can't seem to find anything when pulling from an external data source.
thanks
I have a report that I need to update in Excel many times a day using statistics from JIRA. If I can import these directly with code I would save a lot of time and effort.
Is it possible to use a saved JIRA filter in conjunction with the REST API function to import the results to Excel using a VBA macro?
This is a solution does not use REST API, but it may work for you. This is a workaround I am using so far and it works:
Run the Filter in Jira
Export the result list into an excel file using the Export CSV file with the option current field (to avoid having unnecessary fields) and with the right button of mouse select: Open in a new window
Now you will see the URL associated with your filter in a new window of your browser. Your filter is represented by a Filter ID, therefore the query will be always the same.
Go to excel and use the URL as a hyperlink
Every time you click on the hyperlink it will download the file from Jira. You need to have a Jira open sesion in your browser.
Create a VBA marco that click on the hyperlink for downloading the file.
Use Power Query for example for loading the file from the download folder location into a worksheet. Power Query is a new excel feature. Power Query is an ETL tool integrated into excel for loading files and processing them.
The steps 6-7 automates the process. Run the Marco for downloading the file and refresh the content of your worksheet from Data Connection. You can have an additional macro that refreshes the content of the worksheet. It refreshes all pivot tables and the file connection for reading the file.
Hint: Use excel Table for keeping the information updated automatically when additional information is loaded into the worksheet. If you use pivot tables for presenting the data, use as data source an excel table instead of excel range.
It minimizes a lot the manual effort.
Here you can find a solution that uses REST API, the author provides the source code, but it is more complicated. If you need something simple, my solution may work for you.
I've been working on creating workbook and share them on PowerBI Preview service, and today I found that I couldn't schedule a refreshment on my workbook.
Inside this workbook, I connect with my data source(Azure SQL database) by using the Excel PowerQuery. At the moment that I add the scheduled refreshment, I got the message:
you can't schedule refresh because this dataset contains data sources that do not yet support refresh.
Does anyone see why this didn't work, any help will be really appropriated.
Answer: I should load directly my data into a data model instead of into a worksheet, now the refreshment works fine!
Now I got another question, I have two tables like below
Table devices.
deviceid, network_type, location, language
id001,wifi,us,english
id002,gsm,france,french
id003,wifi,italy,italian.....
Table data consuming.
deviceid, volume_consuming, date
id001, 200, 04-03-2015
id001,300, 04-05-2015
id002,500, 04-06-2015
id002, 600, 04-05-2015
id003,800, 04-03-2015
id003, 1000, 04-06-2015
I need to calculate average data consuming per device and aggregate by date, then I created this table below
Table aggregation by date
date, avg_data_per_device
04-03-2015, 500
04-05-2015, 450
04-06-2015, 750
Now comes my question, I want to add some filter to my graph which is based on the third table, since there are no deviceid in this table(it's an aggregation table), can I do some manipulation under PowerBI to acheive this, does anyone have any ideas please, thanks in advance !!!
There are two common issues you might be hitting. First, to use SQL Azure in Excel workbooks with refresh, you'll need to use the Power Query UI to build the query (if you specify a custom query it won't work). Second, if you have other queries that load data from excel worksheets it won't work either. Would suggest pairing down your queries until you have just one for SQL Azure. If that all doesn't fix the issue, then you should use the "Contact Support" feature in the Power BI UI that's under the question mark icon.
Appreciate your using Power BI,
-Lukasz
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