POWER BI SERVICE – THE EXTRA 1%

#businessanalytics #powerbiservice #rowlevelsecurity #bookmarks #tooltips

Madhumita Gowrishankar Dec 05 2020 · 5 min read
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After some intense DAX scenes in Power BI, here we are yet again to explore the nuances of Power BI services. This blog is typically about 3 interesting and at the same time pretty significant options of Power BI.

They are:

1.     Row-level Security (RLS),

2.     Bookmarks and

3.     Tooltips

So, Let's dive in!

Row Level Security (RLS)

Enabling different roles and giving users access to different levels of data is called Row Level Security. Row Level Security enables you to apply security to roles and adds users to each role. An example is helpful when you want people from one branch, city, department, or store to be able to only see their part of the data and not the whole data set.

Power BI applies that through a row-level security configuration on the Power BI model itself. So regardless of what source you are importing your data from, you can apply row-level security on it. 

Let’s walk through the configuration process step by step.

Create a Sample Visual

We will start by creating a simple table depicting the sales of different types of houses across different areas.

Creating Roles

Click on Manage Roles to create a new role. You will see the Manage Roles window which has three panes as below

You can create or delete roles in numbered one pane, You can see tables in your model in numbered two-pane (for this example you will see two tables only, but not now, after creating the first role), and then you can write your DAX filtering expression in numbered three panes. Yes, you have to write DAX code to filter data for each role, but this can be very simple DAX expressions.

In our example, Let us create roles for different Building types as given in the Property Type Table.

Now in the DAX Filter expression, you will see an expression created automatically as [Property Type] = “Value”, change the value to the ‘D’, and apply.

Similarly, Create other roles corresponding to the other property types.

Testing the Roles

a.     In Power BI Desktop

Choose each role and see the visual aligning itself accordingly.

a.     In Power BI service

After successful validation of the roles in the Desktop save and Publish the report in your respective workspace.

Then,

After assigning the roles to different members of the team, to test the roles assigned use,

In both these cases, while testing you will be able to see the report view according to the roles assigned and restrictions therefore implied.

Bookmarks

A Bookmark saves the state of the page, exactly as it is at the time of saving a bookmark. This means you can then select the bookmark and see the page with the state that you have saved it. Bookmark is not a screenshot, it will be an interactive Power BI report page, with a state, saved as is.

There are 3 components that support each other while creating bookmarks

Selection Pane

You can hide or unhide visuals in a Power BI report through the selection pane. there is an eye icon beside every visual, which gives you control over the visibility of that visual on the report page.

Buttons/Images

Buttons are action objects in Power BI. You can create a button (or even an image or shape), and then set the action of that to be; back, Q&A, or bookmark. In this post, we are only talking about the bookmark action feature.

when you combine the three features above, you can make the magic happens! You can put visuals on top of each other, and then hide or unhide them, add a bookmark, and connect the action of the button to that bookmark. The examples below are just very few examples of the thousands of possibilities with this magic combination!

The first step is to create multiple pages each filtered with different Nature Symbols, Name them accordingly and hide them. Also, have to insert the respective images on the first page.

Now under the View Menu -> Select the Bookmarks Pane option and Selection Pane Option. Now add a bookmark and name it according to the filter to be applied.

Navigate to the corresponding state/page to be saved as a bookmark and then right-click on your bookmark to update (save) it.

Similarly, add the rest of the bookmarks and save the respective states.

Now, to combine this navigation to the action of clicking the image, select the corresponding image and under the Format pane of that image go to “Action Option” and enable it. On enabling this option, select the type of action to “Bookmark” and hence select the respective bookmark to be displayed on clicking that image. 

Finally check the action->reaction in the report view.

Also, save and publish this report to Power BI service if necessary.

Tooltips

You can create visually rich report tooltips that appear when you hover over visuals, based on the report pages you create in Power BI Desktop. By creating a report on the page that serves as your tooltip, your custom tooltips can include visuals, images, and any other collection of items you create in the report page.

Create a report tooltip page

To get started, create a new report page by clicking the + button, found along the bottom of the Power BI Desktop canvas, in the page tabs area. The button is located beside the last page of the report.

In order to mark this blank page as a tooltip page go to the Format pane in the Page Size card, you can see a new page size template called Tooltip. This provides a report page canvas size that's ready for your tooltip.

To get a better sense and view of what your tooltip will look like when you're done, you can change the Page View to actual size.

you can create whatever visuals you would like to show up in your tooltip.

Once you have the tooltip report page created, any visual that supports report tooltips now has a Tooltip card in It's Formatting pane. To set a tooltip, select the visual for which you want to specify the manual tooltip, then in the Visualizations pane, select the Format section and expand the Tooltip card.

Then, in the Page dropdown, select the tooltip page you want to use for the selected visual. Note that only report pages that are specified as Tooltip pages show up in the dialog.

An Extra Tip in ToolTips:

To dynamically change the Tooltip Titles, Go to the Tooltip Page->Select the Tooltip Visual ->Format Pane -> Title Option ->Click on the f(x) option in the right corner of the title Pane.

Now click on the f(x) option and choose the field to be dynamically replacing the title.

Click Ok and you have the report ready.

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