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  • 7 New Updates to the Power BI Designer Preview

    Try what's coming next for Power BI!

    We’re very glad to announce a new update for the Power BI Designer Preview. This month’s update includes new features and improvements across all major areas in the product: connectors, transformations, modeling and reports. We have also addressed lots of bugs and improved performance and stability of the Power BI Designer.

    What’s New in the Power BI Designer

    These update includes the following new features:

    You can see these features in action in the following video, or read below for more details.


    Google Analytics Connector

    The first item on the list is a new connector to import data from Google Analytics. We’re adding this connector not only to the Power BI Designer, but soon also to the Power BI Dashboards service. Stay tuned for upcoming service update announcements that will bring this feature.

    In the Power BI Designer, this connector can be found in the “Get Data” dialog, under “Other Sources” category (or “All”).

    After signing in with a Google Analytics account, users will be able to browse analytics data for all sites registered with the account. Users can pick dimensions and measures in the Navigator dialog to construct a single-table output.

    Users can see the table output preview building up as they select items in the Navigator tree.

    Finally, they can click Load to land the entire dataset directly in the Report view, or select Edit to land a small sample of the data in the Query view.

    In the Report view, users can directly start building visualizations for this data. In the Query view, they will be able to apply several data transformations based on preview data that will run against the underlying service, and they can also leverage special operations available only to Multi-Dimensional sources, such as Add or Remove items.

    There are lots of interesting analytics scenarios that open up with this new connector. Think about all other data sources supported in the PBI Designer and how easy it is now to combine data from any of them with Google Analytics data to build Power BI reports.

    Additional Operators for Date filtering in the Query view

    We have added a few additional filter options for Date/Time columns in the Query view:

    -  Is in Year to Date.

    - Today

    - This Week

    - This Month

    - This Quarter

    These options show up under the respective dropdown menu in DateTime Filters.

    Note that all of these filters are dynamically calculated, so for instance, “Year to Date” means between Jan 1st 2015 & March 25th 2015 today, but it will mean a different Year and Date when we refresh our query or report in the future.

    Automatic Relationship Detection

    In this update, we are adding automatic relationship detection for tables loaded in the model. We’re applying this detection in the following cases:

    - Initial load of the table to the model.

    - Refresh

    - Auto-Detect button.

    This is a very powerful feature, which is now also enabled automatically and will allow users to correlate data from different tables and build rich visualizations without having to worry about manually defining these relationships. This relationship detection works for all data sources supported in the Power BI Designer that do not have an underlying schema (such as Text, CSV, Web, HDFS, etc.).

    You can learn more about how to create and manage relationships in the Designer by reading this Help article.

    Enhanced “Add Relationship” dialog…

    The “Add Relationship” or “Edit Relationship” dialog has been improved to include inline previews of the tables/columns being selected.

    Within the “Manage Relationships” dialog, we can click “Add Relationship”… The dialog now gives us two table/column selectors with inline previews of data. This enables us to easily identify which tables/columns to use for the new relationship.

    Reorder Report Pages

    Last but certainly not least… We’re adding the ability to reorder pages in the Report by drag & dropping within the Report Pages pane… This will definitely make it much easier for you to iterate on the content of your reports and move it around as needed.

    Performance Improvements

    We have improved performance for loading queries that do not contain any filters or transformations by ~40-50%. You should see such queries take half of the time to load or less, compared to last month’s Designer bits.

    Bug Fixes and Quality Improvements

    As with every update, we’ve also fixed lots of bugs and issues reported by many of you via “Send a Frown”. We encourage you to continue sending us feedback about the product and reporting any issues that you may find while working with the Power BI Designer.

    We hope that you enjoy this update. Stay tuned for more updates coming soon… 

    #Power BI#Business Intelligence#data visualization#model#power BI Designer#Microsoft#Google Analytics#Relationship

    Thu, 26 Mar 2015 14:30:00 GMT byMiguel.Llopis3 Comments

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  • Better Insights into your Zendesk customer support with Power BI

    An important part of good customer service is ensuring that your customer needs are being met quickly and efficiently. This means not only hearing from your customers, but analyzing how your customers and your team are interacting. This is where Power BI and Zendesk come in. Zendesk allows companies to build better relationships with their customers. Power BI allows users to import data a variety of sources to quickly gain insights into their data.

    When connecting to Zendesk, Power BI gives users an even easier way to explore and monitor their Zendesk data with an out of box content pack. This content pack not only brings in the data, but also offers a dashboard and set of reports to get you started.

    In this post we’ll cover how to get better insights to your Zendesk data using Power BI. For additional details on how to connect and get started, jump to the Connecting to Zendesk section below.

    Exploring your Zendesk data

    Power BI offers an out of box content pack that connects to Zendesk and brings in a variety of important data for you to monitor.

    As soon as you connect to your data, you'll see information about your tickets, agents, organizations and more. For example, at a glance you can see the number of Tickets created, solved and closed over the last 7 and 30 days. Your dashboard can be customized however you like, ensuring you have the data that is most important to you.

    There are even more insights are behind each tile, in the 5 page report that comes with the dashboard. These pages include insights about Tickets, Agent Performance, Recent Activity, Activity by Agent/Group, and Ticket Activity.

    Selecting the top left tile brings you to the Ticket Summary report page - showing a breakdown of tickets by status, group, channel and more. More details about interacting with reports are available here.

    Selecting a visual will bring up options to change the visual type, to pin the visual or to remove it from the report. Pinning a visual will add it to your dashboard, and is a quick way to customize your dashboard with information that's important to you.

    Select a value on the report to cross filter the other visuals. For example, selecting "open" in the top left, will filter the page to all the open tickets. You can also use the filter pane on the right hand side, to change the range of tickets you see based on when they were created.

    Use the navigation at the bottom to browse the other pages of the report, including Agent Performance, Recent Activity, Activity by Agent and Group, Ticket Activity.

    You can also chose to edit the report, which allows you to customize your reports and dashboards based on the underlying dataset. Select Edit Report in the top left corner. The view will switch to show you the field list, allowing you to access any of values and calculations included in this out of box data set – such as additional information about Users, Tickets etc. and customized calculations like Average Reply Time or Average Resolution Time. More details about editing reports can be found here.

    Back on the dashboard, you can also ask questions about your data using the question box. More details about Q&A can be found here.

    You can ask specific questions about your Zendesk data, such as “tickets by status” or one specific to your agents, such as “number of open tickets for Josh”. The results of the questions can also be pinned to your dashboard.

    Connecting to Zendesk

    To access Zendesk data in Power BI, you’ll need to provide your Zendesk company URL and your credentials. Get started by navigating to and sign in with your work account. If you don't already have an account, it's quick and free to sign up!

    Once in Power BI, you can connect to Zendesk through the Get Data link in the top right.

    From the list of sources you can search for and select Zendesk. The landing page describes some of the details of the connector, to continue click Connect.

    You've now started the import flow to view your Zendesk data in Power BI!

    Next, enter your Zendesk company URL - this will be in the form "". You can find more details about what to specify at

    When prompted, enter your Zendesk credentials.  If you have pop-ups allowed you may automatically be prompted. If not, select oAuth 2 as the Authentication Mechanism and click Sign In.

    Follow the Zendesk authentication flow. Note that these credentials must be an Admin for your account.  (If you are already signed in to Zendesk in your browser, you may not be prompted for credentials.) After signing in, click Allow to allow Power BI to access your Zendesk data.

    Click Connect to begin the import process. Once completed, a new dashboard, report and model will appear in the Navigation Pane. Your data is now in Power BI for you to monitor and explore!


    #Power BI#Business Intelligence#data visualization#Zendesk#Connector#Customer Interaction#Customer Support#Customer Service#Content Pack

    Tue, 24 Mar 2015 15:30:00 GMT byPower BI Team1 Comment

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  • Monitor and analyze your Marketo data with Power BI

    With Power BI our customers can keep a pulse on their business by bringing all their data together and monitoring it through a single pane of glass. Live Power BI dashboards and reports show visualizations and KPIs from data that reside both on-premises and in the cloud, providing a consolidated view across the business regardless of where the data lives. With Power BI content packs for popular services such as Marketo and others, you can now connect and view your data in Power BI with pre-built dashboards and reports, in a matter of minutes.

    The Marketo content pack for Power BI gives you insights from the valuable data building up in your Marketo account.  In Power BI, you can create a dashboard that includes data from all the services you use to get your job done.  Then you can easily share the dashboard and the insights it contains with everyone on your team. 

    In this blog we wanted to show you the insights you can get by connecting your Marketo account to Power BI. We have a Marketo account that contains details of multiple email campaigns and the leads they generated.  After logging into Power BI, we were able to create the following dashboard with just a few clicks. It includes details like the number of emails sent this quarter, the percentage of emails that were opened, a map showing where your message is resonating, and the sources yielding the most leads. 

    We can ask questions of the data using business terms using Power BI’s Q/A technology – its natural language search right on top of the data in my Marketo account. Below you can see we typed “how many leads do we have by state” and that immediately provided the answer. 


    The dashboard also comes with a detail report.   By clicking any of the charts in the dashboard, we can drill through to a detail report. 

    The default report has useful insights you can use to analyze your lead generation.  Below we walk you through the default report.  Before we do, it’s important to know that you can customize the report and dashboard to meet your unique needs. We don’t go into that here, but we’d recommend giving it a try yourself (see how).  This is especially useful since everyone’s usage and needs depend on their goals, so customizability is a key benefit of using the Marketo content pack for Power BI.  When you consider that you can mashup data on a single dashboard from multiple other sources like Google Analytics (coming soon!), it makes it all the more useful.

    The report has a lot of good insights.  This page shows you if your emails are targeting the right people by job title, industry, company size, geography, and see how much potential revenue could come from the leads you have.


    There’s a page that drills into lead acquisition giving insights on which lead sources are performing the best, the breakdown of leads by lead status and allows you to slice the metrics by industry, company size, revenue and country. It’s a good reference if you’re actively doing customer development.

    The connector also has a page focused on how your marketing programs are doing.  Especially useful is the top programs by acquisition percentage which helps you compare the programs against each other to ensure you’re focusing on programs that work.  You can also see the top 10 programs by success rate, top 10 acquisition programs and the most active programs.

    The email engagement page lets you see which emails are effective and which could be improved.  You see the number of emails sent, open rate, link click rate, unsubscribe rate, and delivery rate for the emails you send.  You also get breakdowns by device and user.

    The last page helps you understand when users are engaging with the emails you send. You might use this to adjust the time your mails are sent or to ensure there are enough customer support staff to handle high traffic periods with speedy answers giving you an advantage over your competitors and building positive sentiment.

    Setting it up

    To set it up you need to login to your Marketo account and get three pieces of information: the Endpoint, Client ID, and Client Secret.  If this is your first time through, we have a nice article on our support site that steps you through it.  You can find it here:

    If you run into issues or need help getting going, please do not hesitate to reach out to us. You can contact support either by clicking the “?” when you’re signed in to your Power BI account or from the “Contact Support” link on our support site.

    #Power BI#Business Intelligence#data visualization#Marketo#Connector#Marketing#Marketing Automation

    Thu, 19 Mar 2015 17:00:00 GMT byPower BI Team2 Comments

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