Power BI User Guide For Report Authors

Power BI User Guide For Report
Authors
Contents
Introduction.......................................................................................................................... 3
Data classification & Compliance............................................................................................3
Gaps and Limitations with Sensitivity Labels........................................................................3
Power BI Licenses............................................................................................................... 5
Sharing Overview................................................................................................................ 5
Share reports, dashboards and workbooks via Apps...........................................................7
Shared Datasets.................................................................................................................. 9
Shared across workspaces, Endorse and Discover.........................................................9
Datasets shared across workspaces................................................................................9
Dataset Promotion (aka content endorsement)..............................................................10
Discovering datasets......................................................................................................10
Publish to Web..................................................................................................................11
Data Refresh & Scheduling...............................................................................................11
When is a gateway connection needed..........................................................................11
On-premises data gateway (personal mode) is not compliant........................................11
On Premises Enterprise gateways for Non-SAP BW Sources.......................................12
On Premises Enterprise Gateways for SAP BW Sources..............................................12
Using Service principle to refresh Power BI Dataset-Dataflow.......................................13
How to restore a deleted workspace..............................................................................13
Migrating “Classic” Workspaces to the “New Workspace Experience”...........................13
Mobile................................................................................................................................ 14
Paginated Reports.............................................................................................................14
Deployment Pipelines........................................................................................................16
Advantages & Disadvantages of Deployment Pipeline:..................................................16
Connect to SAP BW from MS Power BI through MDX Script............................................17
Data Flows........................................................................................................................ 17
Configuring Dataflow storage to use Azure Data Lake Gen 2........................................18
AI in Data Flows................................................................................................................18
ML and AutoML in Data Flows...........................................................................................19
Machine Learning models..............................................................................................19
AD&I Analytics Technology – BI Tools & Platforms
Automated machine learning (AutoML)..........................................................................20

AI and ML in Power BI Desktop.........................................................................................21
AI Insights with Text Analytics and Vision in Power BI...................................................21
Invoking an Azure ML model in Power Query................................................................22
AI enabled visuals in Power BI.......................................................................................23
External tools in Power BI Desktop....................................................................................24
XMLA Read / Write Endpoint for Power BI........................................................................25
How to Find the XMLA Connection URL for a Power BI Workspace..............................25
Power BI – Featured Content............................................................................................26
Nestle Requirements for Global Featured Content.........................................................27
Approval......................................................................................................................... 27
Automation of Power BI Reports and Deployment using Azure DevOps...........................27
Power BI B2B – Sharing Content Externally......................................................................28
Introduction.................................................................................................................... 28
Data Classification & Compliance..................................................................................28
Power BI Guests............................................................................................................ 28
Sharing Power BI Content..............................................................................................29
External Users are our Guest.........................................................................................31
External Users with nestle.com accounts.......................................................................32
Common Issues and Troubleshooting............................................................................32
Power BI Support Dataflow Direct Query...........................................................................33
Azure Maps Visual.............................................................................................................33
Background of Azure Maps Visual.................................................................................33
Enabling Azure Maps Visual in Power BI Desktop.........................................................34
Creating an Azure Maps Visualization...........................................................................35
Adding a Reference Layer Using Geojson or Topojson files..........................................38
September 19, 2023 2

Introduction
This document explains how to share your Power BI reports with other people. Before
reading this document be sure to have read the Power BI Desktop End User Guide. This
explains how to acquire data and create Power BI reports. If you are only interested in
viewing reports that have been created and published by someone else, this document is not
relevant, refer to the Power BI User Guide for Report Consumers.
Data classification & Compliance

You are responsible for only sharing data loaded into the Power BI service with appropriate
people. You must adhere to the Handling & Exchange of Nestlé Information GLOBE Internal
Practice and the Handling Data Published from GLOBE Business Analytics Systems. These
documents supplement the following Nestlé policies and standards:
End User Security Policy
Information Classification Standard
Nestlé Data Privacy Standard
Power BI has been assessed to handle confidential information as defined in the above
Information Classification Standard.
It is the responsibility of report authors to apply the appropriate Sensitivity Label in their
Reports, Dashboards, Datasets, Dataflows, etc. in accordance with the Information
Classification Standard. See the Nestlé Information Protection site for more details. For
more information on setting Sensitivity Labels in Power BI see the How to apply sensitivity
labels in Power BI article from Microsoft.
Power BI has been assessed to handle the personally identifiable information captured in the
Office 365 audit logs. If you wish to store additional personally identifiable information you
should contact your Local Legal Department.
Gaps and Limitations with Sensitivity Labels

 “User Defined” labels are not supported
 Sensitivity Labels for Paginated Reports can only be applied in the Power BI Service.
 Sensitivity Labels are not applied when exporting to CSV
 Sensitivity Labels are not applied in “Export to Power BI Template” or “Export to PDF”
in Power BI Desktop.
 Sensitivity Label is applied in “Export to PDF” in the Power BI Service.
 When Reports are downloaded to a PBIX file from the Power BI Service with an
“unprotected” label (“General Use”, “Confidential / Internal Use and 3rd Party under
NDA “, “Confidential / Internal Use Only”, and “Highly Confidential / Label Only”), the
labels are not supported in “Classify and protect”. However, labels are retained and
visible in Power BI Desktop.

For example, for the “General Use” label, the label is “Not set” in “Classify and protect”.
However, the label is applied when viewing in Power BI Desktop.
 Exported PDF files that are “protected” (“Confidential / Personal Information”, “Highly
Confidential / Internal Use Only”, and “Highly Confidential / Sensitive Personal
Information”) can be viewed using Edge. Opening in Adobe Acrobat will display a
message that the file is protected. See below.

Power BI Licenses
There are two types of Power BI licenses at Nestlé. Power BI Pro and Power BI Free. A
Power BI Pro license is required if you are a Report Author responsible for publishing
reports to be shared with others. A Power BI Free license is required to view Power BI
reports published by other people. All users at Nestlé are automatically assigned a free
license. No request needs to be made. A Power Pro license is not required if you only need
to view Power BI reports published by other people.
To check the type of license you have open your O365 account properties. These properties
can be accessed from SharePoint or any other O365 application. The list of licenses you
have is shown on the subscriptions section.
The process to request a Power BI Pro license is explained in this article Requesting a
Power BI Pro License KB.
Sharing Overview
Power BI offers several ways to distribute your reports, dashboards and data sets to other
people.
Method Use when
Share reports, dashboards and workbooks You want to share a package of validated
via Apps read-only reports, dashboards and
workbooks with multiple people whilst
keeping work in progress versions hidden
from your users.
Share Dashboards and Reports with the You want to share a work in progress
"Share" button version of a report or dashboard with one or
more people.
Embed reports in SharePoint pages and You want to have an individual report
Teams sites included in a SharePoint page alongside
other SharePoint content.
Refer to the Power BI Workspaces and Apps diagram for further information.
Remember that the Report Author who shares content requires a Pro license. Report
consumers do not require a Pro license. You should not add report consumers as
Workspace members directly. Workspaces can't be accessed by users with only a free

license. Before sharing your content make sure you that you are compliant with the Nestlé
All of the above options require you to have an app workspace. App workspaces are
the places where you save your Power BI reports, dashboards, data sets and workbooks. To
create or access App Workspace you require a Power BI Pro license. See the “Licensing”
section in this document. Create and configure your app workspace by following the 3
steps below.
1. Create an app workspace. Use the corresponding button from “Workspaces” menu in
Power BI Service. It is a good practice to give your workspaces a meaningful name,
indicating which Market it belongs to and what functional area. The App Workspace in Power
BI is highly integrated with Office 365 (O365) group. When creating an App workspace an
O365 group will be created automatically in background. O365 groups created outside of
Power BI are also visible as Power BI Workspaces. Select workspace type ‘Private’ to
ensure that only authorized members can see the content.

2. Add the required members to the app workspace. People with the “Admin” role have rights
to add/remove members, change workspace settings or even delete workspace.
3. Ensure that the app workspace is assigned to “Dedicated capacity” (sometimes referred to
a Power BI Premium Capacity). This is required to enable sharing with users. It also ensures
you can take advantage of other Premium features. Check that the dedicated capacity
option is switched on in the workspace properties as shown below.
Share reports, dashboards and workbooks via Apps

An App is a way for you to distribute content to your end users (consumers) in a structured
way. By using the app you can ensure that your users only see finished reports (not
something you are still working on). They won’t be able to modify the app contents, but they
can interact with them e.g. filter, highlight, sort and download the data. Power BI content in
Apps are linked to the App workspace dataset, if you need to refresh data in the App, you
need to refresh the dataset in the related App workspace.

When you have finished creating and testing your dashboards and reports you can package
and distribute them as an App. Follow the 4 steps below.
1. Click on the “Create app” button to create a new app. If you have previously created an
app for your workspace then you’ll see a “Publish app” button instead. Select the content that
you want to share, and click Publish app. You can select which reports, dashboards and
datasets are published in your app.
2. Specify or update the app description and default ‘landing’ page (if required)
3. In the Access section list the consumers that you would like to have access to your app. It
is possible to enter individual names, as well as Active Directory groups (security or
distribution lists). It is recommended to share through AD groups, as it is then possible to
manage user access by adding or removing people from the group without need to republish
the app every time you need to add/remove a user. Be careful about sharing with the “Entire
organization” – it is only data classified as “General Use” that should be freely shared with
this permission type. Refer to the Information Classification Standard for more information.

4. Click “Finish” when done. A URL to App will be displayed. You can email this URL to the
people that you have given access to the App, or users can search and install new apps
shared with them in the APPS section in Power BI Service.
Shared Datasets
Shared across workspaces, Endorse and Discover
Shared datasets are data models / datasets which may be shared with others. Shared
datasets:
 allow others to create their own reports rather than adding to a single report
that impacts both performance and refresh duration of the report;
 allows dataset providers to share datasets in a way which encourages reuse whilst
preserving single source of truth;
 reduce redundancy and query operations on source systems;
 increase efficiency for report authors as the source data is already prepared;
 allow dataset providers to maintain control by sharing to specific users, groups
or the entire organization.
Endorsed datasets (promoted/certified datasets) allow dataset consumers / report authors to
quickly discover shared and authoritative datasets. Dataset certification is not yet enabled
at Nestle, but datasets can be marked as Promoted.
Datasets shared across workspaces

Shared datasets can be used across workspaces. A report in workspace A can refer to a
dataset in workspace B, allowing authors to work with the same data but in their own
workspaces to create new reports and dashboards. The Build permission model ensures that
only the right users get access to those datasets.
A shared dataset does not get copied into other workspaces – in the recipient workspace you
will see the dataset as a linked dataset, identified by a different icon from native datasets:

Links to more information:
 how to connect to shared datasets:

o Connect to datasets in the Power BI service from Power BI Desktop - Power BI |
Microsoft Docs
 MS documentation about how to share and consume shared datasets:

o Intro to datasets across workspaces - Power BI | Microsoft Docs
o Share a dataset - Power BI | Microsoft Docs
o Build permission for shared datasets - Power BI | Microsoft Docs
o Create reports based on datasets from different workspaces - Power BI | Microsoft
Docs
o Copy reports from other apps or workspaces - Power BI | Microsoft Docs
o Control the use of datasets across workspaces - Power BI | Microsoft Docs
Lineage tracking allows you to see the downstream consumers of your shared datasets,
facilitating change control and avoiding a negative impact on dependent content.
Dataset Promotion (aka content endorsement)

Promoted datasets… Promotion is a way to highlight content you think is valuable and
worthwhile for others to use. It encourages the collaborative use and spread of content
within Nestle.
Any content owner, as well as any member with write permissions on the workspace where
the content is located, can promote the content when they think it's good enough for sharing.
Here’s the Microsoft documentation which describes how to endorse your content: Endorse
your content - Power BI | Microsoft Docs.
Promoted datasets are prominently featured in the dataset discovery experience (described
below).
Discovering datasets
The updated dataset discovery experience provided by Microsoft (shown below) provides
users with a single pane of glass to easily find all datasets they have access to – endorsed
datasets appear at the top of the list of available datasets. This discovery
experience is consistent in both the PBI service and PBI desktop.

Publish to Web
The “Publish to web" feature makes data accessible to everyone both inside and outside of
Nestlé. For access to this feature you need to be added to the group “GLOBE: Office 365
Power BI Web Publishers”. This access can be requested via this ticket. Before using this
option, be sure to read the Nestlé Information Classification Standard. Only data classified as
public should be published, subject to prior approval from Corporate Communications.
Data Refresh & Scheduling

You can use the scheduled refresh section to define the frequency and time slots to refresh
your dataset. See the below link for further details.
https://docs.microsoft.com/en-us/power-bi/refresh-data
Refreshing published data sets from on-premise data sources requires a gateway
connection. See section “How to request a gateway connection” for further details.
When is a gateway connection needed

You need a gateway connection when your data is stored inside the Nestlé network (on-
premises). Examples of on-premise sources include local SQL DBs, Excel files on a shared
network folders or SAP BW. The connection needs to be established between the Power BI
Service and the data source. Technically this Gateway Connection is achieved through a
special server called the gateway. This gateway server resides inside the Nestlé network.
For cloud data sources, e.g. files stored on OneDrive or SharePoint, Internet web pages or
services, which can be reached from the Power BI Service, no gateway connection is
required.
On-premises data gateway (personal mode) is not compliant

On-premises data gateway (personal mode) is a software that is installed on the end-user
machines, providing similar capabilities of data transfer to Power BI Service. Though it may

be deemed as an easy way to connect Power BI to the local data source, the solutions built
with personal mode gateways present a security risk to the company, and depend greatly on
the person and their computers availability and connectivity. Furthermore, ensuring that all
personal mode gateways stay up to date with the monthly software release would be
extremely challenging, and therefore would create a constant risk. We are therefore not
considering personal mode gateways as part of architecture for Power BI at Nestle. This also
aligns with the End User Security Policy, which states that the installation of unauthorized
software is prohibited.
Power BI Global team has implemented compliance checks to periodically remove personal
gateways from the platform and keep it compliant.
Global recommendation is to always use corporate gateway to connect from Power BI

Services to on-premises datasources, for more information, please follow the links to the
articles below:
On Premises Enterprise gateways for Non-SAP BW Sources.

The articles in the links below will take you through the processes of requesting and using
the Gateway connections for non-SAP BW Sources.
For SAP BW sources you must use the out of the box SSO Gateway connections described
in the next section.
How to request a Power BI Gateway Connection (non-SAP BW Sources)
How to use a Power BI Gateway Connection (non-SAP BW Sources).
Troubleshooting: Issues with Power BI Gateway Connection
On Premises Enterprise Gateways for SAP BW Sources.

It is now possible to connect Power BI to SAP BW queries, using the out of the box SSO
connections. These pre-defined connections will pass the credentials to SAP BW, making
sure the user logged will only retrieve data they’re allowed to see.
Please follow below articles for step by step configuration and important topics before
migration to the new SSO Connections.
How to use a Power BI – BW SSO out of the box connection to SAP BW data source.
How to migrate BW Power BI Gateway Connection to SSO Gateway Connection.
How to use SSO BW Gateway Connection for 0145 BW role (Reports for employees) in
Power BI.
Troubleshooting: Issues with Power BI Gateway Connection

Using Service principle to refresh Power BI Dataset-Dataflow

Service principal is an authentication method that can be used to let an Azure AD application
access Power BI service content and APIs.
When you create an Azure Active Directory (Azure AD) app, a service principal object is
created.
This allows you to perform operations on the REST API without an actual user account
(master account).
Read more about how to use Service Principal including the whole technical setup required
in the Knowledge Articles:
PBI Service Principals: How to Setup Service Principals for your Workspace
PBI Service Principals: How to Refresh Power BI using Azure Data Factory.
PBI Service Principals: How to Refresh power BI Using Azure Logic App
How to Connect ADLS Storage Gen2 Account through Azure Databricks Using Service
Principals
How to Refresh PowerBI Dataset through Azure Databricks using Service Principals
How to restore a deleted workspace

If a workspace is deleted, it is not immediately deleted permanently, and can be restored
from the “soft deleted” items within 30 days. In Service Now, use the ADI/D2O/BIS PBI
Restore Workspace entry to initiate the restore of the deleted workspace. The following
information should be provided:
Workspace Name:
The name of the workspace is mandatory to identify which workspace should be restored.
Workspace Description:
A brief description of the workspace to be restored.
When was the workspace deleted?:
Approximate date of when the workspace was deleted. This must be within the past 30
days.
Workspace Owner:
The name or email address of the owner of the deleted Workspace.
Migrating “Classic” Workspaces to the “New Workspace

Experience”
Introduction
Microsoft has recently announced its roadmap for migrating “Classic” Workspaces to the
“New Workspace Experience”. During the summer of 2020, Microsoft will offer an opt-in

workspace upgrade for workspace admins. It is recommended to upgrade your “Classic”

Workspaces to the “New Workspace Experience” to take advantage of the new features.
Features of the New Workspace Experience
 Creating the new workspaces doesn't create Microsoft 365 groups

 You can assign user groups to Workspace Roles
 More granular workspace roles: Admin, Contributor, Member, and
Viewer. Also see the Permissions after upgrade.
 Dataset sharing across Workspaces
Read this article to get information on how to migrate to the new workspace experience, how
do you know which version is your workspace and limitations.
Mobile
The Power BI reports and dashboards that you share can be accessed on mobile devices.
Refer to the mobile section of the Power BI User Guide for Report Consumers for further
details.
Backup and recovery recommendations
There are no built in backup or recovery mechanisms in Power BI Service. If you
accidentally delete your report from the Power BI service it can only be recovered if
you have previously saved a copy somewhere else. There is no recycle bin! It is
therefore recommended that you keep a copy of your reports (.PBIX files) in a safe
place e.g. Documentum or SharePoint.
Monitoring Usage & Personally Identifiable Information
Power BI captures audit data i.e. the username and certain activities that users perform e.g.
publishing reports. These events are automatically deleted after 90 days. Access to this audit
data is restricted to system administrators for support purposes. Access to the audit data is
validated as part of a periodic ISMS check. You can monitor the usage of your Power BI
reports by an interactive dashboard published on the Power BI Nest page. This dashboard
does not contain any personally identifiable information. The data is classified as internal i.e.
available to everyone at Nestlé.
Paginated Reports
Paginated reports are available in the Power BI service. These reports can be printed or
shared. They are called "paginated" because they're formatted to fit well on a page. They
display all the data in a table, even if the table spans multiple pages. All data can be
exported in Excel or multipage PDF and adopted for printing.

What are paginated reports in Power BI Premium?
To create Paginated reports a tool called Power BI Report builder needs to be installed.
Power BI Report Builder, can be installed from the Nestlé Application Shopping.
Please follow official document.
https://docs.microsoft.com/en-us/power-bi/paginated-reports-report-builder-power-bi
Alternatively, you can also write an SQL statement instead of selecting tables. Additional
information can be found in the Report Builder Tutorials
Please refer to the below internal articles for guidance:
How to Connect Report Builder to On-Premises SQL
How to Connect Report Builder to Existent Power BI Dataset
How to Connect Report Builder to existing Azure Resources
How to Publish a Paginated Report
How to Distribute a Paginated Report though e-mail (PDF/Excel)

Deployment Pipelines
The deployment pipeline is a tool which enables Report Authors
to manage the lifecycle of organizational content.
The deployment process lets you clone content from one stage in the pipeline to another,
typically from development to test, and from test to production. It helps report authors with
the change management of their Power BI artifacts, being able to be agile and minimizing
business impact.
During deployment, Power BI copies the content from the current stage, into the target one.
The connections between the copied items are kept during the copy process. Power BI also
applies the configured deployment rules to the updated content in the target stage.
The tool is designed as a pipeline with three stages:
 Development
 Test
 Production
Please refer to Microsoft documentation below for more information:
https://docs.microsoft.com/en-us/power-bi/create-reports/deployment-pipelines-overview
Advantages & Disadvantages of Deployment Pipeline:
Advantages:
 Meta data deployment : By moving content to the next stage,

a meta data deployment is done. As a result, you are
not overwriting your dataset which would have required a full refresh.
This helps you in deploying only that one measure or doing quick fixes
on your report without the need to directly working on production
or create a temporary freeze of content.
 Configure your pipeline : Deployment Pipelines allows you to configure up
to three stages in your pipeline. It provides easy setup of intuitive interface to
configure your pipeline, as well as the deployment parameters you can set.
It is easy to switch a parameter value as the content moves through the pipeline
for example.
 Selective Content : we can select the
content we want to deploy. This allows you to only deploy that one report, or that one
change in your dataset, instead of moving all the content in one go.
 Clear Overview : Deployment Pipelines will also provide you a clear overview of
all your stages in one place. This will be your go-to navigation

for each project that you run in a DTAP (development, testing, acceptance and
production) approach and links to every single workspace in this setup.
 Separate Permission : Permissions for the pipeline
are separated from workspace permissions. For example, you might want to limit the
users in the production workspace to the bare minimum, while development and test
can include more users.
Disadvantages:
 Can't deploy dataflow in deployment pipeline
Please refer to Microsoft documentation below to understand more about the tool and to get
started with it:
Understand the Deployment Process
How to use Deployment Pipeline
Connect to SAP BW from MS Power BI through MDX

Script
How to connect SAP BW to Power BI via BW Query has been described in
Power BI Desktop User Guide
The following way shows an optional way how to connect Power BI to BW using MDX
scripting.
The big advantage of this optional way is good performance and import bigger data
amount.
Follow this step by step article to use all advantages of this connectivity.
Data Flows
Data flows are a self-service data preparation capability in the Power BI service.
https://docs.microsoft.com/en-us/power-bi/service-dataflows-overview
https://go.microsoft.com/fwlink/?linkid=2034388&clcid=0x409
https://www.sqlchick.com/entries/2019/3/28/three-ways-to-use-power-bi-dataflows
To use data flows at Nestlé you must assign your workspace to Premium capacity 3 in the
workspace advanced settings.
Details how to create a data flow can be found here

https://docs.microsoft.com/en-us/power-bi/service-dataflows-create-use
NB. If you are using dataflow upon data from on-premises (Nestle Network), make sure
Gateway connection is created. See section "How to create gateway connection" of this
guide.
Note, currently there is a limitation, it does not support gateways for dataflows created with
"Blank" connector. In other words, On-premises SQL, File (XLS or CSV), Oracle, etc. will be
supported. SAP BW is not supported yet.
Configuring Dataflow storage to use Azure Data Lake Gen 2

Microsoft provides the capability to connect Power BI Dataflows to Azure Data Lake Gen 2
storage. This connectivity makes a Dataflow’s output more widely available within the
organization, improving data democratization. However, the pre-requisites necessary to
enable this capability mean it cannot be used at Nestle. For further details refer to the below
documents:
PowerBI_Workspace_Connectivity_to_ADLS_Gen2.docx
Configuring dataflow storage to use Azure Data Lake Gen 2 - Power BI | Microsoft Learn
AI in Data Flows
Power BI provides access to a set of functions from Azure Cognitive Services to enrich your
data in the self-service data prep for Dataflows.
The services that are supported today are Sentiment Analysis, Key Phrase Extraction,
Language Detection, and Image Tagging. The transformations are executed on the Power BI
service and do not require an Azure Cognitive Services subscription.
Cognitive Services transforms are supported in the Self-Service Data Prep for Dataflows.

AI Insights in Power Query of Dataflow
This feature requires Power BI Premium. To use these features at Nestlé you must assign
your workspace to Premium capacity 3 in the workspace advanced settings.
https://docs.microsoft.com/en-us/power-bi/transform-model/service-cognitive-services
https://docs.microsoft.com/en-us/power-bi/connect-data/service-tutorial-use-cognitive-
services
ML and AutoML in Data Flows

Machine Learning models
Numerous organizations use Machine Learning models for better insights and predictions
about their business. The ability to visualize and invoke insights from these models, in your
reports and dashboards and other analytics, can help disseminate these insights to the
business users who need it the most. Power BI now makes it simple to incorporate the

insights from models hosted on Azure Machine Learning, using straightforward point-and-
click gestures.
https://docs.microsoft.com/en-us/power-bi/transform-model/service-machine-learning-
integration
https://docs.microsoft.com/en-us/power-bi/connect-data/service-tutorial-invoke-machine-
learning-model
Automated machine learning (AutoML)

Automated machine learning (AutoML) for dataflows enables business analysts to train,
validate, and invoke Machine Learning (ML) models directly in Power BI. It includes a simple
experience for creating a new ML model where analysts can use their dataflows to specify
the input data for training the model. The service automatically extracts the most relevant
features, selects an appropriate algorithm, and tunes and validates the ML model. After a
model is trained, Power BI automatically generates a performance report that includes the
results of the validation. The model can then be invoked on any new or updated data within
the dataflow.
https://docs.microsoft.com/en-us/power-bi/transform-model/service-machine-learning-
automated

https://docs.microsoft.com/en-us/power-bi/connect-data/service-tutorial-build-machine-
learning-model
AI and ML in Power BI Desktop

In Power BI, you can use AI Insights to gain access to a collection of pre-trained machine
learning models that enhance your data preparation efforts. AI Insights is accessed in the
Power Query editor, and its associated features and functions are accessed through the
Home and Add Column tabs in Power Query editor.
AI Insights with Text Analytics and Vision in Power BI

You can apply different algorithms from Azure Cognitive Services to enrich your data in
Power Query.
The services that are supported today are the following:
 Sentiment Analysis
 Key Phrase Extraction
 Language Detection
 Image Tagging.
The transformations are executed on the Power BI service and do not require an Azure
Cognitive Services subscription.

Using the Text Analytics or Vision features requires Power BI Premium. To use these
features at Nestlé you must select Premium capacity 3
https://docs.microsoft.com/en-us/power-bi/transform-model/desktop-ai-insights
Invoking an Azure ML model in Power Query

You can invoke any Azure ML model to which you have been granted access, directly from
the Power Query Editor. To access the Azure ML models, select Azure Machine Learning
button in the Home or Add Column ribbon in the Power Query editor.
All Azure ML models to which you have access are listed here as Power Query functions.
Also, the input parameters for the Azure ML model are automatically mapped as parameters
of the corresponding Power Query function.
To invoke an Azure ML model, you can specify any of the selected entity's columns as an
input from the drop-down. You can also specify a constant value to be used as an input by
toggling the column icon to the left of the input dialog.

https://docs.microsoft.com/en-us/power-bi/transform-model/desktop-ai-insights
AI enabled visuals in Power BI

Artificial intelligence (AI) makes it possible for machines to learn from experience, adjust to
new inputs and perform human-like tasks. Below are the AI based visual available in Power
BI.
Q&A visual
The Power BI Q&A visual feature allows analysts to add search to their Power BI desktop
reports to allow them to easily discover and perform ad hoc analysis.
It allows users to ask natural language questions and get answers in the form of a visual.
https://docs.microsoft.com/en-au/power-bi/visuals/power-bi-visualization-q-and-a
https://docs.microsoft.com/en-au/power-bi/natural-language/q-and-a-intro
https://docs.microsoft.com/en-au/power-bi/natural-language/q-and-a-tooling-teach-q-and-a
https://docs.microsoft.com/en-au/power-bi/natural-language/q-and-a-best-practices
https://docs.microsoft.com/en-au/power-bi/create-reports/power-bi-tutorial-q-and-a
https://docs.microsoft.com/en-au/power-bi/create-reports/power-bi-visualization-introduction-
to-q-and-a
KPI Influencer visual
The key influencers visual helps you understand the factors that drive a metric you're
interested in. It analyzes your data, ranks the factors that matter, and displays them as key
influencers.
The key influencers visual is a great choice if you want to:
 See which factors affect the metric being analyzed.

 Contrast the relative importance of these factors. For example, do short-term
contracts have more impact on churn than long-term contracts?

https://docs.microsoft.com/en-au/power-bi/visuals/power-bi-visualization-influencers
Decomposition tree visual
The decomposition tree visual in Power BI lets you visualize data across multiple
dimensions. It automatically aggregates data and enables drilling down into your dimensions
in any order. It is also an artificial intelligence (AI) visualization, so you can ask it to find the
next dimension to drill down into based on certain criteria. This makes it a valuable tool for ad
hoc exploration and conducting root cause analysis.
https://docs.microsoft.com/en-au/power-bi/visuals/power-bi-visualization-decomposition-tree
External tools in Power BI Desktop

There are different external tools which can help you on different scenarios when authoring your
reports.
Tabular Editor
Enables managing tabular models by creating calculation groups, perspectives, enabling metadata
translations and more.
DAX Studio
Enables DAX authoring, diagnosis, performance tuning and analysis.
ALM Toolkit

ALM Toolkit is a schema compare tool for Power BI datasets, used for application lifecycle
management (ALM) scenarios. Enables merging metadata files, branches, and repos. Also enables
reusing common definitions between datasets.
Please refer to this article to find more details on how to setup, when and how to use each of
those tools.
XMLA Read / Write Endpoint for Power BI

Power BI Premium uses the XML for Analysis (XMLA) protocol for communications between client
applications and the engine that manages your Power BI workspaces and datasets. These
communications are through what are commonly referred to as XMLA endpoints. XMLA is the same
communication protocol used by the Microsoft Analysis Services engine, which under the hood, runs
Power BI's semantic modeling, governance, lifecycle, and data management.
NOTE:
Background on XMLA Endpoint for Power BI: A Power BI Dataset can now be used in any
application that supports XMLA Connectivity. Specifically, under a .PBIX file, there are two elements –
a report (visualization) and a dataset (datamodel). This dataset is hosted through a SQL Server
Analysis Engine. Hence, the new XMLA endpoint feature in Power BI creates a connectivity channel
for other tools to connect to Power BI Datasets.
Common applications that support Power BI premium/embedded datasets.

 SQL Server Data Tools (Visual Studio with Analysis services projects)
 SQL Server Management Studio (SSMS)
 SQL Server Profiler
 PowerShell cmdlets
 Power BI Report Builder
 Tabular editor
 DAX Studio
 ALM Toolkit
 Microsoft Excel
How to Find the XMLA Connection URL for a Power BI

Workspace
1. Open Power BI Service. Under the selected Workspace ->Settings -> Premium -> Workspace
Connection -> Click Copy

Workspace Connection string: powerbi://api.powerbi.com/v1.0/[tenant name]/[workspace name].

Example: powerbi://api.powerbi.com/v1.0/myorg/ABC Retail
This connection string will be the source URL for connecting to Power BI workspace or datasets from
all other external tools like Power BI Desktop, SSMS, Power BI /SQL Report Builder, SQL Data tools
and many more.
Please refer to below articles to go through the steps of connecting different applications to your
dataset using XMLA R/W.
Connecting to a dataset in Power BI through SQL Server Data Tools.
How to Connect to a Power BI Workspace using SQL Server Management Studio
How to Connect to dataset in Power BI Workspace using SQL Server Profiler
How to connect to a dataset in a workspace through Power BI Report Builder
How to Connect to Power Bi in powershell cmdlets
How to Connect to Power BI dataset in tabular editor
How to Connect to Power BI dataset in DAX studio
How to Connect to Power BI dataset in ALM toolkit
How to Connect Power BI dataset in Excel
Useful Links:
How to enable metadata translations – Tabular Editor.
How to create calculation groups using tabular editor.
Power BI – Featured Content

Featured Content is available on Power BI Service for all Power BI Report Authors.
Featured Content draws a user’s attention to specific content.
To make content available to an audience, review the Microsoft document for Featured
Content. This table is an overview of roles needed to share content.

Featured Artifacts Workspace Roles Required Audience

Dashboards Admin, Member, Contributor All roles to Workspace
Reports Admin, Member, Contributor All roles to Workspace
App Admin, Member Those in distribution
Nestle Requirements for Global Featured Content

Publishing Featured Content to a global audience is managed by the Power BI Product team.
To promote above the users on the roles for a workspace of Apps for your distribution as
indicated by Microsoft, approval is required.
To gain approval, send an email to: CTR: Power BI Global Product Team
Any content not approved for sharing, at the organizational level, may be removed from
Featured Content without notice.
Abuse of Featured Content will remove the author’s ability to publish global content.
i.e. approval for one such Featured Content does not automatically approve subsequent
content.
Approval
Once approved, the user email (Microsoft User ID is email) will be added to:
GCAMS: Power BI Information Protection
The Featured Content will remain visible until request for removal, a change to the feature by
the author of the content or deemed by the Power BI Global Product Team.
In the event you do not receive confirmation that you have been added, please reach out to:
CTR: Power BI Global Product Team
Automation of Power BI Reports and Deployment using

Azure DevOps

Deployment Pipeline feature will guide through the implementation of CI/CD pipelines using Azure
DevOps, this will enable to deploy Power BI dashboards and reports to Power BI service
automatically form local machine. This feature can be used by the Power BI developers who develops
Power BI dashboards and reports and publish in Power BI service, Deployment Pipeline automation
step by step user guide.
Power BI B2B – Sharing Content Externally
Introduction
This document is a guide for Power BI Pro users that want to share content to external
emails addresses. External emails are domains not in the nestle.com domain.
See: Distribute content to external guest users with Azure AD B2B - Power BI | Microsoft
Docs for options in sharing information from Power BI Service (app.powerbi.com).
Data Classification & Compliance

When sharing or publishing content externally Nestle users are responsible for all Security
and Compliance at Nestle including, Nestle Data Privacy Handbook.
In addition:
Handling & Exchange of Nestlé Information GLOBE Internal Practice and the Handling Data
Published from GLOBE Business Analytics Systems. These documents supplement the
following Nestlé policies and standards:
Information Classification Standard
Power BI Guests
When sharing to external emails, those emails appear as Guests in Azure Active Directory
(AAD).
Guest users may:
AAD business-to-business (B2B) guest users can access Power BI and Power BI content
such as reports, dashboards, and apps that Power BI Pro licensed users have provided.
Once invited the external accounts (emails) will be available in the Nestle Directory (via AAD)
allowing for selection in the suggested people lists (i.e. sharing with Specific people or
groups) on the Power BI Service.
When they appear in the list, their emails will contain the suffix:
#EXT#@nestle.onmicrosoft.com identifying them as a Nestle guest.

Guest users may not:
The Power BI Pro license user can control all aspects of what external users may do with the
shared information. However, they are blocked from managing or editing content on Nestle’s
Power BI Service.
Sharing Power BI Content

While Power BI reports, dashboards and apps may be shared, it is preferable to share Apps.
Sharing Power BI Apps

Sharing Power BI Apps with external users, incorporates the ability to maintain controls not
afforded to you on artifacts inside a workspace.
Publish an app in Power BI - Power BI | Microsoft Docs
When sharing content via a Power BI App, consider limiting what the external user may do
with the data.
Open Power BI Services, clicking on the on the top right, then open
Permissions.

Sharing Reports and Dashboards

Sharing reports or dashboards externally is available for external users with a guest account
in AAD.
In addition, if the role of the external user is more than viewer, that external user may require
a Power BI Pro or a Premium Per User License. Sharing Nestle Power BI content to external
users
Power BI Pro or Premium Per User licensing is not provided by Nestle to external users.
Those must be purchased by the receiver’s corporation.
NOTE: As of July 12, 2021, you cannot share to gmail.com accounts. Please refer to
Invitation redemption in B2B collaboration - Azure AD | Microsoft Docs, specifically the
Important information highlighted in the post.

External Users are our Guest

There are multiple ways to share content with external users. No matter how content is
shared, external users become guests in AAD. This section provides option for adding guest
accounts.
See: Distribute Power BI content to external guest users using AAD B2B
1. Ad hoc
Ad hoc is performed on the Power BI service by any Power BI Report Author.
For external user activities see: Ad hoc Invites
2. Planning
Planning invites require multiple steps:
1. You request an AAD Security Group in Service Now

a. Azure AD Users and Groups Management
2. You may supply the list of users at request time or add later as admin/owner of the group
3. You will request, in Service Now, that the AAD Security Group be added as guests
a. To understand more about the group management process : Standard
Routine - Azure AD Users and Groups Management
3. Bulk
Having more than 10 external users that you wish to share Power BI content can be a
challenge with Ad hoc or even with Planning if the user list is even longer. There is a way to
bulk load users.
To bulk load users, you will need an Excel predefined template.
The first two rows must remain as is and you begin by replacing the third row that is
typically an example row. Do not leave this row in the template when attaching it to your
Service Now request.
Bulk Load SR - Service Now – beginning in section 1.1 Guest User Account Invite of the
Standard Routine.
Loading the file must be done by an assigned adz account owner. Open a ticket to Azure AD
Users and Groups Management
Sample:
version:v1.0
Customized invitation
Email address to invite [inviteeEmail] Redirection url Send invitation message message
Required [inviteRedirectURL] Required (true or false) [sendEmail] [customizedMessageBody]
hxxxxxxd@benxxxxxx.net app.powerbi.com FALSE
hxxxxxxd@hxc.net app.powerbi.com

Required:
 Column A: The users external (not in nestle.com) email address - be sure to test the
address for validity
 Column B: Redirection URL
o Consider using the URL of the App or Power BI artifact that you will be sharing
Optional:
 Column C: Send invitation message (true or false) [send email]
o Using False indicates that you will not be sending to this user a predefined
message
 Column D: If there is a message to add to the body of the email
o For the message consider that you are only adding users to AAD not yet to
the Power BI Artifact that you wish to share.
o Adding users to a Power BI APP or artifact being shared will happen once you
have added the users.
External Users with nestle.com accounts

There are use cases for having external users added to Nestle’s domain (@nestle.com).
Typically, business partners may need access to SharePoint for sharing content and having
them in the Nestle domain creates ease of B2B communications.
The addition of business partners, from external domains, are limited to SharePoint licensing
and managed with the Office 365 Team. Sharing Power BI licensing, for these accounts, is
an exception within SharePoint.
Cost: Power BI ‘free’ licensing is free only to internal Nestle users. To add external users to
Power BI increases licensing fees, at Nestle, as the license for Power BI is beyond
SharePoint access. Extending the license is limited to the free Power BI license. The Market
will be charged for the additional license fee.
Fees and pricing are determined annually based on number of users. Please contact your
finance department to obtain complete pricing break down for each cost center. While
demand and number of capacities are a part of the final and shared cost, licensing average
~$56 USD per person annually (based on 2020 demand).
This will not provide the end user with a Power BI Pro license. As stated earlier that is the
responsibility of their company.

Common Issues and Troubleshooting

Troubleshooting and external user with nestle.com accounts:
When there is an issue with sharing to users with limited licensing, you will open a ticket in
Service Now to the Office 365 team that works with SharePoint.
The ServiceNow catalog is the best way to find the proper ticket and it is automatically
assigned to the correct group.
In the search type “SharePoint” this will bring up all the SharePoint available Tickets. Use
External user SharePoint Support.
Catalogs | PROD Environment (service-now.com)
Troubleshooting Guest accounts:

Open a ticket Service Now incident identifying the external email.
The request will be to have an AAD Admin review the guest account and resend an invitation
to the guest.
If this does not resolve most issues, then open a ticket in Service Now to the Power BI
Support team. The team will create a premium incident request to Microsoft.
Power BI Support Dataflow Direct Query
Power BI dataflows now support DirectQuery capabilities using the enhanced compute
engine to provide self-serve analytics. This will allow report designers to quickly set up new
reports and dashboards against a single source of truth, as well as prevent the creation of
multiple copies of the data source inside Power BI.
 Using DirectQuery with Power BI dataflows lets you connect directly to a dataflow
without the need to import the data into a dataset.
Configuration:
 To use DirectQuery with dataflows, you must need to enable the enhanced compute
engine in dataflow settings and then refresh the dataflow before it can be consumed
in Direct Query mode. Dataflow DirectQuery step up step guide

Azure Maps Visual

Background of Azure Maps Visual
As of July 2020, Microsoft Power BI released Azure Maps as a geo-spatial chart
visualisation.
The features include:
 Bubble layer – displays points as scaled circles on the map

 Bar chart layer – displays points as 3D bars on the map
 Reference layer – Upload a GeoJSON/TopoJSON file on top of the map as a
secondary layer
 Tile layer – Overlay a custom tile layer
 Traffic layer – Overlay real-time traffic information on the map
 Heat layer – display points as a gradient heat layer on the map
What content is being shared to Azure?
 Data about the location (latitude and longitude) are sent to Azure to retrieve the map
coordinates and map tiles.
 Other than these, no other data overlaid on the map is sent to Azure Map servers, all
rendering of data happens locally within the client.
Limitations:
 Only supports latitude and longitude values (not yet available to support
location/address string values)
 Visual supports up to 30,000 datapoints
 Azure Maps is available in all countries and regions except China and South Korea
 Not available for Power BI embedded
 Not available for Power BI Publish to web
For more information, please refer to the Microsoft Guide
Enabling Azure Maps Visual in Power BI Desktop

1. Open Power BI Desktop. Click File -> Options and settings -> Options

2. Under Preview features, Tick Azure map visual. Close and reopen Power BI Desktop.
Creating an Azure Maps Visualization

1. Open Power BI Desktop. Ensure that the Azure Maps functionality has been enabled (see
Section 2 above). Load the dataset which contains Latitude/Longitude data.
2. Under Visualizations, select the Azure map Icon.

- Drag the Latitude and Longitude data to the respective fields.

- Drag a column to the Legend field to change the colors of the bubbles according to
the Legend
- Drag a measure to Size to change the size of the bubbles
In this example, the City field has been selected as the Legend to show different colors for
different cities, and the Order measure as the Size to indicate the bubble size.
3. To change the style of the map, select the Style button on the top right-hand corner of the
map.

4. Under the Format Button, various buttons represent different visual options on the map
- Slide On -> Bubbles -> Changing the size, transparency, outline of the bubbles
- Slide On -> Bar chart -> displays a 3D image of the bubbles as a cylinder or box bar
shape

- Slide On -> Traffic layer -> shows real-time traffic information
- Slide On -> Heat Map -> shows a heat map instead of bubbles based on size (need
to disable the legend field)
Adding a Reference Layer Using Geojson or Topojson files

Under the Azure Map visualisation, Power BI can integrate shape files such as geojson and
topojson files.
1. Click the Azure Map visual, then click the Format button. Under Reference Layer, click
the add local file button.

2. Add the selected geojson (.geojson) file or topojson file (.json). In this example, we will add
a geojson file (chicago.geojson) which integrates zipcodes in Chicago as polygon shapes to
add as a secondary layer to the map. The result is shown below.

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Automated machine learning (AutoML)..........................................................................20

September 19, 2023 2

Data classification & Compliance

Gaps and Limitations with Sensitivity Labels

 Sensitivity Labels are not applied when exporting to CSV

 Sensitivity Label is applied in “Export to PDF” in the Power BI Service.

September 19, 2023 3

September 19, 2023 4

Method Use when

September 19, 2023 5

September 19, 2023 6

Share reports, dashboards and workbooks via Apps

September 19, 2023 7

September 19, 2023 8

Datasets shared across workspaces

September 19, 2023 9

Links to more information:

 how to connect to shared datasets:

 MS documentation about how to share and consume shared datasets:

Dataset Promotion (aka content endorsement)

September 19, 2023 10

Data Refresh & Scheduling

When is a gateway connection needed

On-premises data gateway (personal mode) is not compliant

September 19, 2023 11

Global recommendation is to always use corporate gateway to connect from Power BI

On Premises Enterprise gateways for Non-SAP BW Sources.

How to request a Power BI Gateway Connection (non-SAP BW Sources)

How to use a Power BI Gateway Connection (non-SAP BW Sources).

Troubleshooting: Issues with Power BI Gateway Connection

On Premises Enterprise Gateways for SAP BW Sources.

How to migrate BW Power BI Gateway Connection to SSO Gateway Connection.

Troubleshooting: Issues with Power BI Gateway Connection

September 19, 2023 12

Using Service principle to refresh Power BI Dataset-Dataflow

How to restore a deleted workspace

Migrating “Classic” Workspaces to the “New Workspace

September 19, 2023 13

workspace upgrade for workspace admins. It is recommended to upgrade your “Classic”

Features of the New Workspace Experience

 Creating the new workspaces doesn't create Microsoft 365 groups

September 19, 2023 14

What are paginated reports in Power BI Premium?

Please follow official document.

Please refer to the below internal articles for guidance:

How to Connect Report Builder to On-Premises SQL

How to Connect Report Builder to Existent Power BI Dataset

How to Connect Report Builder to existing Azure Resources

How to Publish a Paginated Report

How to Distribute a Paginated Report though e-mail (PDF/Excel)

September 19, 2023 15

The tool is designed as a pipeline with three stages:

Please refer to Microsoft documentation below for more information:

Advantages & Disadvantages of Deployment Pipeline:

 Meta data deployment : By moving content to the next stage,

September 19, 2023 16

 Can't deploy dataflow in deployment pipeline

Understand the Deployment Process

How to use Deployment Pipeline

Connect to SAP BW from MS Power BI through MDX

Details how to create a data flow can be found here

September 19, 2023 17