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Energy BI 101, Report Authoring Instruments

That is my final weblog submit in 2021. I want you all a beautiful break and a contented new yr.

Within the first submit of my Energy BI 101 sequence, we learnt that Energy BI is a knowledge platform containing numerous instruments and companies. We additionally defined the at the moment accessible subscriptions inside the Energy BI platform. The main target of the second submit of this sequence is on what we must always study to attain our targets extra effectively. On this submit, we deal with the reporting instruments accessible to us in line with our subscription plan. From this submit onwards, we talk about extra particular elements of the Energy BI platform.

We learnt to this point that Energy BI is not only a reporting software to construct refined experiences; it’s certainly a platform supplying a variety of options from knowledge preparation, knowledge modelling and knowledge visualization to contribute to an organisation’s knowledge evaluation journey in some ways resembling sharing datasets, experiences, and dashboards. All of those are doable provided that we take the proper steps in constructing our Energy BI ecosystem. However, it is vitally true that Energy BI offers us the flexibleness to create professional-looking and attention-grabbing visualisations offering straightforward to grasp insights round a topic. Probably the most famend software inside Energy BI is Energy BI Desktop, however it’s not the one software accessible to us to create experiences. Moreover, Energy BI Desktop experiences are usually not essentially the perfect reply to all enterprise necessities. In truth, the enterprise necessities outline the Energy BI structure that helps these necessities. Primarily based on the structure, organisations determine to accumulate a sure subscription plan, and based mostly on the subscription plan, we’ve numerous reporting instruments accessible to us. At this level, you may ask, “properly, what structure helps my organisation requires?”. Let’s reply that query in a future weblog submit.

For the aim of this weblog submit, it is sufficient to know what reporting instruments can be found underneath which subscription plans. Let’s get began.

Reporting instruments accessible in Energy BI

As talked about earlier, there are numerous reporting instruments accessible to us. Let’s first see what reporting instruments can be found to us whatever the subscription plans. Then we are going to have a look at the subscription plans supporting these instruments.

Energy BI Service

Energy BI Service is a SaaS (Software program as a Service) providing from Microsoft within the cloud. The customers inside an organisation, relying on their entry rights, could create experiences instantly in Energy BI Service. The customers may securely share and distribute these experiences. Whereas creating or modifying experiences is feasible in Energy BI Service, it’s strongly advisable to keep away from this methodology for a number of causes. The obvious one is that the modifications we make to a report could quickly get overwritten by another person that republishes the identical report from Energy BI Desktop. Verify this weblog submit from SQLChick to see why you need to keep away from creating or modifying experiences instantly from Energy BI Service. The experiences are downloadable in PBIX format. 

You’ll be able to entry Energy BI Service right here.

Energy BI Desktop

It’s a desktop utility constructed for knowledge preparation, knowledge modelling and knowledge visualisation. In case you wish to find out about knowledge modelling with Energy BI, try my e book right here. We are able to use Energy BI Desktop to connect with greater than 250 completely different knowledge sources, getting ready, reworking and cleaning that knowledge and at lastly visualising the info. Energy BI Desktop is the predominant and most famous report authoring software accessible within the Energy BI platform. It has many extra functionalities and is extra versatile than Energy BI Service. As an illustration, organising Role Level Security (RLS) shouldn’t be accessible in Energy BI Service. The file format of the experiences created in Energy BI Desktop is PBIX. 

Obtain Energy BI Desktop from right here.

Energy BI Report Builder (Paginated)

Paginated experiences aka pixel-perfect experiences are formatted in a option to match completely on a web page. That report web page may later be printed. We’ve actual management over web page formatting to show our knowledge in tables or charts. The experiences are usually not as interactive because the experiences created in Energy BI Desktop.

Paginated experiences are based mostly on RDL know-how which is customary report format in SQL Server Reporting Services (SSRS). The software for growing a paginated report within the Energy BI ecosystem is Energy BI Report Builder. The experiences file kind is RDL. We are able to at the moment publish Paginated experiences solely to a Workspace that’s backed with both a Premium Per User (PPU) or a Premium Capability. 

Obtain Energy BI Report Builder from right here.

Energy BI Desktop Optimised for Report Server (RS)

Power BI Report Server (PBIRS) is an on-premises server able to rendering Energy BI report recordsdata (PBIX). If we’ve a PBIRS up and operating inside our organisation and we require to publish Energy BI experiences to PBIRS, then we might want to create our experiences in a particular version of Energy BI Desktop which is optimised for PBIRS. This version is completely different from Energy BI Desktop, which we normally use to create and publish our experiences to Energy BI Service. As an illustration, Energy BI Desktop RS doesn’t embrace the preview options we used to see in Energy BI Desktop till these options are launched. Constructing experiences in Energy BI Desktop RS ensures that the experiences are absolutely purposeful after being deployed to our PBIRS. We are able to set up Energy BI Desktop and Energy BI Desktop RS side-by-side on the identical machine. 

Obtain Energy BI Desktop RS from right here.

Microsoft Excel

Microsoft Excel is a tremendous spreadsheet software program with many analytical capabilities. No doubt, Excel is one probably the most broadly used software program each accountant has of their toolbox. It’s strong, versatile and really highly effective in knowledge visualisation and knowledge evaluation. With Microsoft Excel, we will hook up with many alternative knowledge sources (similar to Energy BI Desktop). We are able to use Energy Question for Excel to load knowledge into workbooks, remodel and mix that knowledge and cargo it into a knowledge mannequin accessible in Energy Pivot. We are able to additionally construct a knowledge mannequin in Energy Pivot. Microsoft Excel offers a sturdy reporting expertise. We are able to publish the Excel recordsdata to Energy BI Service in two methods:

  • Publishing Excel as an Excel workbook
  • Publishing Excel knowledge mannequin as a dataset

If we choose to publish the Excel experiences as a workbook, then we are going to get a full Excel expertise inside Energy BI Service simply line how the Excel On-line works. In distinction, if we publish the info mannequin from Excel as a dataset then the datasets created in Excel, similar to every other datasets in Energy BI Service, can be found to authorised individuals.

The Excel datasets, like different printed datasets in Energy BI Service, may also be used to create experiences in Energy BI Service or Energy BI Desktop. 

Strive Excel without spending a dime from right here.

Report Builder

Report Builder is often known as SQL Server Report Builder. It’s a stand-alone report authoring software put in on our PC. We are able to create paginated experiences within the Report Builder and deploy the experiences to a Energy BI Report Server occasion. Report Builder is similar to Energy BI Report Builder. The distinction between the 2 is that with Report Builder you’ll be able to deploy the experiences to an on-premises Energy BI Report Server however with Energy BI Report Builder you’ll be able to at the moment publish the experiences to a Premium Workspace in Energy BI Service.

Obtain Report Builder from right here.

Cellular Report Writer (aka DataZen)

Microsoft SQL Server Cellular Report Writer is a report authoring software for SQL Server 2016 Reporting Companies (SSRS) and above. Cellular Report Writer’s unique identify is DataZen which was initially launched in 2013 and purchased by Microsoft in 2014. Microsoft built-in DataZen into SQL Server Reporting Companies 2016. You might ask “how Cellular Report Writer is said to Energy BI?“. The reply is that we will create Reporting Companies cell experiences utilizing the Cellular Report Writer and deploy these experiences right into a Energy BI Report Server. The experiences constructed with Cellular Report Writer are optimized for consumption in cell gadgets.

Obtain Cellular Report Writer from right here.

Now that we all know all our reporting choices within the Energy BI ecosystem, let’s learn how these reporting instruments are supported on completely different subscription plans.

Energy BI Subscriptions and their Supported Reporting Instruments

Some of the vital selections each organisation ought to make is to give you an structure that helps the organisation’s analytical necessities. Relying on the structure, you might require one of many following subscription plans or a mixture of them.

Here’s a very transient rationalization of at the moment accessible subscriptions and their accessible reporting instruments.

Energy BI Free

Because the identify resembles, that is the free providing from Microsoft. We don’t require to subscribe or pay something to create our experiences in Energy BI Desktop and publish them to the Energy BI Service.

Out there reporting instruments:

  • Energy BI Desktop
  • Energy BI Service (creating report functionality)

Energy BI Professional

Energy BI Professional is the primary subscription tier providing from Microsoft. The next reporting instruments can be found underneath the Energy BI Professional:

  • Energy BI Desktop
  • Energy BI Service (creating report functionality)
  • Microsoft Excel
    • Analyse in Excel
    • Connecting to Energy BI Datasets and creating experiences in Excel

You might marvel how the Analyse in Excel and Connecting to Energy BI Datasets are completely different. Right here is the reply, relying on our permissions, we’ve the previous two choices to connect with and create experiences in Excel on high of current Energy BI experiences and datasets on the Energy BI Service.

Analyse in Excel

This feature is accessible from the Energy BI Service on high of the present experiences or datasets on the Energy BI Service itself. After we login to the service, if we’ve permission, we will…

  1. Click on on the Extra Choices button on a report or a dataset
  2. Click on Analyse in Excel
Analyze in Excel capability in Power BI Service
Analyse in Excel functionality in Energy BI Service
  1. If you have already got the newest model of Excel libraries put in in your machine then click on Obtain in any other case click on the I’ve already put in these updates hyperlink. A I’ve the Excel libraries put in on my machine, I click on the hyperlink
Installation of the latest version of Excel libraries required for Analyze in Excel capability in Power BI Service
Downloading Excel file linked to the underlying dataset

The above course of downloads an Excel file linked to the underlying dataset. You’ll be able to open the Excel file and begin creating your experiences.

Connecting to Energy BI Datasets and creating experiences in Excel

On this situation, we join from Excel to the datasets accessible to us on the Energy BI Service. The next steps clarify how to take action:

  1. Open Excel and login to your M365 account
Logging in to M365 account from Excel to connect to Power BI Datasets
Logging in to M365 account from Excel
  1. Click on the Information tab
  2. Click on the Get Information button
  3. Click on From Energy BI Dataset
  4. You require to cross your Energy BI credentials, then you’ll be able to choose the specified dataset to connect with
Connecting to a Power BI dataset from Excel
Connecting to a Energy BI dataset from Excel

Word

We require to M365 account to have the ability to use hook up with a Energy BI dataset.

Energy BI Premium Per Consumer (PPU)

The PPU subscription permits organisations to get the premium options by subscribing to a PPU for every person. Learn extra about PPU and its options right here. The next reporting instruments can be found to us when we’ve a PPU subscription:

  • Energy BI Desktop
  • Energy BI Service (creating experiences functionality)
  • Microsoft Excel
    • Analyse in Excel
    • Connecting to Energy BI datasets and experiences from Excel
  • Energy BI Report Builder (Paginated experiences)
  • Thirdpatry reporting instruments resembling Tableau by way of XMLA endpoints

Energy BI Premium Capability

Energy BI Premium is an enterprise-grade BI providing within the Energy BI ecosystem. This can be a capacity-based subscription meaning we get devoted sources and gives higher scale and efficiency for Energy BI. The Energy BI Premium capability allows extra customers throughout the organisation to get probably the most out of all accessible Energy BI contents with higher efficiency. Learn extra about Energy BI Premium capability right here. The next reporting instruments can be found to us when we’ve a Premium capability:

  • Energy BI Desktop
  • Energy BI Service (creating experiences functionality)
  • Microsoft Excel
    • Analyse in Excel
    • Connecting to Energy BI datasets and experiences from Excel
  • Energy BI Report Builder (Paginated experiences)
  • Thirdpatry reporting instruments resembling Tableau by way of XMLA endpoints
  • Energy BI Desktop Optimised for Report Server (RS)
  • Report Builder
  • Cellular Report Writer (aka DataZen)

Energy BI Embedded

Energy BI Embedded is one other service providing from Microsoft primarily for software program growth corporations who wish to embed Energy BI reporting performance into their functions. You might use Energy BI Embedded in your organisation both you’re a software program vendor (ISV) otherwise you’re constructing in home functions that embrace Energy BI reporting performance otherwise you’d like to check some Energy BI Premium Capability functionalities. Sure! That’s proper. Energy BI Embedded capability works similar to Energy BI Premium capability and a whole lot of Premium functionalities can be found in Embedded capability as properly like the power to make use of XMLA endpoints over each Embedded and Premium capacities. You’ll be able to take a look at an Embedded capability without spending a dime. Learn this submit to learn how. Be taught extra about Energy BI Embedded right here. The next reporting instruments can be found to us when we’ve an Embedded capability:

  • Energy BI Desktop
  • Energy BI Service (creating experiences functionality)
  • Microsoft Excel
    • Analyse in Excel
    • Connecting to Energy BI datasets and experiences from Excel
  • Energy BI Report Builder (Paginated experiences)
  • Thirdpatry reporting instruments resembling Tableau by way of XMLA endpoints
  • Energy BI Desktop Optimised for Report Server (RS) (Solely accessible in A4 SKU and above)

Right here you go. Now you’ve got a greater understanding of the reporting instruments accessible on the Energy BI ecosystem and when you should use them. You probably have any feedback, please share it with us within the feedback part beneath.

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