Power BI Example Reports

Sample data

The following Power BI templates and sample data are needed to build the example reports.

File	Description
Condeco Desk Booking Reports ATS v1.6.0.pbix	Power BI example template for Condeco desk bookings. ATS version 1.6.0.
Condeco Meeting Room Booking Reports ATS v1.6.0.pbix	Power BI example template for Condeco meeting room bookings. ATS version 1.6.0.
Condeco Example Data.xlsx	Sample data for the Power BI example reports.
Condeco Time Lookup.xlsx	Time Lookup spreadsheet required for the efficiency calculations.

Download the sample data

When you have the password, visit https://www.condecosoftware.com/example-reports-for-microsoft-power-bi/ to download the sample data.

How to open the example reports

1. Start Power BI and open either of the PBIX files.

2. Depending on your Power BI version, click the drop-down menu for Edit Queries or Transform Data from the home ribbon, then Data source settings.
   

3. Select Condeco Example Data.xlsx from the list and click Change Source.
   

4. Click Browse and navigate to the corresponding file that you downloaded. Click OK.

5. Repeat the previous step for Condeco Time Lookup.xlsx.

6. Click Close to close the data source settings window.

7. Click Apply Changes on the yellow banner advising that pending changes haven’t been applied.
   

8. Wait a few minutes for the changes to be applied.

Open the Power Query Editor

Depending on your Power BI version, click Edit Queries or Transform Data from the home ribbon.

The Power Query Editor window will open.

Change the data source to read your Azure table storage

When you have completed the following for the Booking query, repeat the steps for the Booking vs Time query.

1. Select the Booking query from the Queries list on the left and select Source from APPLIED STEPS on the right.
   

The data source of the selected query is shown in the formula bar. Currently, it is reading from the sample Excel file.

2. Delete the entire Excel.workbook command from the formula bar.

3. Enter your Azure table storage source in the formula bar, in the format:

= AzureStorage.Tables("[https://myazuretables]")

Replace [https://myazuretables] with the URL for your data.

4. The first time you follow these steps you will see “Please specify how to connect” in a yellow banner:
   1. Click Edit Credentials.
      
   2. Enter your Account key and click Connect:
      

5. Repeat the steps above for the Bookings vs Time query.

Point query to the right Azure table

There are likely to be many tables in your Azure table storage area so you need to tell Power BI which table to use.

When you have completed the following for the Booking query, you will need to repeat the steps for the Booking vs Time query.

1. Select the Booking query from the Queries list on the left, then select Navigation from APPLIED STEPS on the right.

2. Click Edit Settings in the yellow Expression.Error box.
   

3. In the Navigation popup window select Booking and click OK.
   

Load all columns in the Azure table

Power BI doesn’t automatically read the entire contents of a table so you need to tell it which columns to import.

4. Click the two-arrow icon to the right of the Content column.
   

5. Make sure Use original column name as prefix is not ticked then click Load more.
   

6. Click OK.

7. If you see the Insert Step warning, click Insert.
   

Delete the Promoted Headers step from the query

Your Azure table storage has column names built-in so we don’t need the Promoted Headers step of the query.

8. Select the Booking query from the Queries list on the left, then in APPLIED STEPS on the right, click the X next to Promoted Headers to delete the step.
   

9. Click Delete to confirm you wish to delete the step.

10. Repeat the steps above for the Bookings vs Time query.

When the steps have been completed for both queries, continue to the next topic to set privacy levels and apply changes.

How to set privacy levels

1. Click Data source settings from the home ribbon.

2. Select your Azure table storage and click Edit Permissions… then choose the required Privacy Level.
   

3. Select the time lookup data source and click Edit Permissions… then choose the required Privacy Level.

Apply changes

To save all changes, click Close & Apply from the Home ribbon.

Congratulations! Power BI is now reading your Azure table storage source.

Publishing the reports

Information about publishing your Power BI reports is available at Microsoft docs.microsoft.com/en-us/power-bi/create-reports/desktop-upload-desktop-files/

Refreshing the data

When the report has been published you can schedule an automatic refresh of the data. Because the refresh can take a very long time, we recommend the refresh occurs overnight and the schedule corresponds to your reporting granularity. For example, if you report on monthly data, then schedule an automatic refresh once a month.

Information about refreshing data is available at Microsoft docs.microsoft.com/en-us/power-bi/connect-data/refresh-data/

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Account key

If you entered an incorrect account key, clear the credentials as follows:

1. Click File then Options and Settings.
2. Select Data source settings.
3. Select Global permission then select your data source from the list.
4. Click Clear permissions then Delete to confirm.

The next time you enter your data source you will be prompted to enter your account key.

The URL to your Azure table storage is not accepted

Make sure the quotation marks that surround the text are not the curly type. If you are unsure, delete the quotes and enter them again whilst in the formula bar. This issue can occur when you copy the string from an editor such as MS Word and paste it into the formula bar.

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