I work for a large organisation and it's simply not possible to teach everyone all the interactive features of Power BI at once. Drill through tends to be a feature whereby you only have to show someone a couple of times how to do it and then they are ok (until they forget).

But where I have struggled is getting them to know what drill through is in the first place. Even if you write "drill through" people don't know what it means. We have resorted to well placed icons and tooltips to help users discover the feature, but I wondered what everyone else was doing, if anything?

Hi everyone!
I use BI with Excel data and would like to take the next step by connecting it to SAP.
My goal is to build dashboards for procurement and cost analysis, ideally using data related to materials, suppliers, and BOMs.
Help me if you want .

Hi all,

Looking for some advice/tips for how to manage an issue I'm dealing with in PowerBI.

Background of data set

I have a table of individuals with various demographics. I have a table of their membership information. I am trying to show counts of membership "types" grouped by various demographics.

The issue

We have a couple different membership types. One is annual. One is a lifetime membership. The other is a free category. When you upgrade from the free category, you are considered that paid category in counts of individuals. However, your free record does not go away or have an end date until it is manually opted out. So people can be both free and paid at the same time.

When I import the SQL Server table into PowerBI, there are multiple records per person. I want to only count someone's paid membership, not their free category, on a certain date (table has a start and end date). Any ideas of how I can exclude counts of the free category where there is an existing overlapping record for a paid membership?

Let me know if I can answer any additional questions about this. We've been struggling for a long time with this and just have been importing SQL Views to get around this, but unfortunately it's time to get a solid yes or no answer if this is possible.

Edit: sorry, clarification, I’m trying to also count the free members, just not the ones where there is also an overlapping active paid membership.

Any (better) course instead of SQLBI? Or SQLBI is the best one?

I'm planning to take:

Introduction to Data Modeling with PowerBI

Introducing DAX

for now~

Should I also pay for courses like DAX with AI? ($199) and Data Modeling with PowerBI ($349)?

When someone updates an existing report, checking whether the pages and visuals still look right is one thing, but how do you verify that the underlying results haven't changed unexpectedly...

Do you compare snapshots/screenshots,DAX outputs, exported data, or use some other approach..?

AI Summary -

This CRM runs entirely inside a Power BI report:

→ Drag a deal across a Kanban board, and its stage is saved to SQL Server
→ Click "+ New deal," and a form opens over the page, like a real app
→ Convert a lead into an organization, contact, and deal in one click
→ Log calls, notes, and tasks, with overdue tasks flagged in red

The whole model runs on DirectQuery, so every KPI and chart reflects the change on the next click.

How it works:

• A custom Power BI visual I built in TypeScript (Kanban, forms, activity log)
• A small Python API that validates every write
• SQL Server with constraints and a full stage history

The data model follows Frappe CRM

It's a single-user proof of concept for now. For production use, we have to use Azure SQL, an HTTPS API, and Microsoft Entra sign-in so it runs in the Power BI Service.

My doubts now

1- Is it worth to make CRM /Management tools in Power BI with API functions for write-back, or better to use a proper full-stack application?

2- How can this be useful in Production env especially after Fabric apps? Is it better to use that instead of this?

3- Can this now be considered a Power Automate replacement???

Here is my spooooooky poster about Fears.

Edit: I posted to the gallery!

Hello everyone,

I recently received a question from a customer if there was a way to use copilot to ask a questions that should retrieve data and combine data from two different reports / semantic models.

In Power BI itself this is currently not supported, in Microsoft 365 it is, but it's very hard to actually make it work.

Anyone has done this before? What is the best way to do this?

Thanks !

I feel like the only reason I use them is “I can’t be bothered to go into Power Query”

I’m trying to figure out if Power BI really is that much better than MS Access in the long run.

Right now, MS Access is my main tool. I’ve built deep, custom tools in it—complex query logic, automated forms, and reports to streamline my entire job. Honestly, it feels like almost everything I see people do in Power BI, I can already do in Access (and sometimes even a bit more for my specific workflow).

I’ve built a few things in Power BI, but it’s always played second fiddle to my Access databases. Still, I keep hearing about how powerful Power BI is, and I want to dive deep into it if it’s truly worth the shift.

For those of you who started out heavily in MS Access and made the jump over to Power BI:

• Did Power BI eventually overtake Access for you, or do you still use both?
• What was that "aha!" moment where Power BI blew Access out of the water for your dashboarding and data modeling?
• What’s the best mindset shift or focus area when moving from Access queries/VBA to Power Query and DAX?

I’m sincerely looking for advice from people who’ve been in my shoes to help me find the best way forward. Appreciate any insights!

I've only ever used PBI Desktop for dashboard/report building and then publish the reports in a shared workspace. I'm also familiar with MS Fabric, although I haven't delved into the online dashboard builder for Power BI as most of the feedback was it is limited, and I previously had no reason to anyways; but now I have to consider this and do everything online thru PBI workspace. I just don't want to spend hours figuring out what is or isn't available when i can just ask here.

Is here someone who uses Power BI for financial reporting and reconciliation. If yes, please teach me in 5 days. Ready to compensate

I have a large customer usage dataset with hundreds of millions of rows, currently stored in a Fabric Lakehouse.

My current setup is pretty straightforward. I use notebooks to transform the data and create reporting tables, which are then used by a basic Power BI semantic model. Once the processing is done, I pause Fabric capacity to keep costs down.

All my Power BI reports are already built and working well, so I’m wondering what the actual benefits of moving to Fabric Apps would be?

So far, I can see two potential advantages. The first is more flexible PDF exports, where I could generate customized reports for different customer profiles. Currently, we have to handle this through a separate PDF generation service.

The second is the ability to quickly vibe-code custom internal tools Instead of maintaining separate databases and backends.

Am I missing any major benefits?

Since Tuesday (I think) all table visuals that had totals suddenly don't have totals anymore. When we publish again to the service, the totals get lost and it can only be fixed in the service itself.

Has anyone else seen this issue and know a fix?

PowerBI & ACC Issues / Clashes 3D View

Hello.

Has anyone ever managed to have a 3D view in powerbi show the actual location of the issue/clash?

I have so far found no way of showing the clashes in the 3D view. I have the BCF export from ACC that contains the GUID of the physical issue pin you see on ACC but can’t find a way to show what elements (I.e wall and floor) that are associated with that location. The data exchange doesn’t really have useful data to link with the BCF export.

I’ve also tried showing images with the associated issues but this is surprisingly also really really complicated and may involve converting to text first and then back to an image for powerbi to read it compromising on image quality making it pretty pointless.

I simply just want to show the clash on the dashboard. Autodesk need to sort this out.

Any help would be great thanks :)

Hi everyone,

I'm working on a Power BI report where I need a specific slicer and summary card to be fully visible and functional for Managers, but completely hidden, masked, or blanked out when a Salesperson logs in. Since standard RLS only filters data rows rather than UI elements, what is the best practice approach to achieve role-based visual visibility or dynamic card blanking? Thanks!

Estou a uns meses estudando Power BI, peguei bastante o jeito e to querendo um trabalho mais focado nisso. Analista de BI Jr, desenvolvedor de BI, analista financeiro, esse tipo de vaga. Qual o melhor site, método, dica para encontrar?

I'm new to paginated reports and when I export the data in xlsx, the columns overflow into the next cell. How do I fix it? It doesn't happen when it's exported into csv.

It was the go-to button for my users who had issues with filters / visuals, and now it's gone! No way?! Need to toggle off the preview to have back, not cool.

I didn't see anyone complaining about it, I'm surprised...

Hey guys!

I have a dashboard due on the 30th of October.
It is pretty much done, because my classmate finished it already (group project).
My problem is that i have a defence regarding it, meaning i have to explain how it was done, answer questions and know basically everything.

Im new to it and i havent made the dashboard.
Would anyone be down to Teams-call in the next few days and explain it step by step?
(the picture shows one out of a few pages)

Would really appreciate it 🫂

Hi everyone,

I’m taking the PL-300 exam on October 18, and I’ve been preparing since last week, studying around 10 hours a day using DataCamp’s Power BI track.

Tomorrow, I plan to work through the Microsoft assessment and around 200 practice questions from Power AI Academy, covering different types of questions that could appear on the exam.

I also have nearly a year of experience working with Power BI and building multiple reports, so I’m not starting from scratch.

- Is my preparation enough to pass?

- With only two days left, how should I prioritize my time?

- Should I focus on reviewing the questions or spend more time revising the exam material?

- Are there any topics I should make sure to review before exam day?

appreciate any advice

Is it possible to schedule an excel export directly from powerBI ?