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Zebra BI Power Platform Tour Copenhagen Power BI sales financial dashboards Andrej Lapajne

Zebra BI attends Power Platform World Tour Copenhagen, 11-12 September

We are happy to inform you that Zebra BI will attend yet another #PowerPlatformWT event, this time we will be in Copenhagen.


Zebra BI  and our CEO Andrej Lapajne (who will host a session TOP 5 DAX tricks for sales&financial dashboards in Power BI) are headed to Power Platform World Tour stop in Copenhagen, to attend and meet both Microsoft and industry experts, explore the latest business challenges and solutions across various industries and see the innovative world of technology in action.

If you are in Copenhagen or nearby make sure you  REGISTER HERE - there are still some open spots waiting for the ones who would like to get unparalleled access to premium Power Platform content and industry leaders.

About Zebra BI and the session: 

A good DAX model can significantly shorten and simplify the development and maintenance of your Power BI dashboards. More importantly, smart DAX tricks will enable you to build super effective and user-friendly dashboards, where the end-user can simply switch the whole report page from monthly to YTD view, dynamically display different measures in the same visual, present meaningful actual vs budget charts in a few clicks, etc.

You will master top 5 practical DAX tricks that have been applied with great success in numerous real-world Power BI projects. [Extra BONUS] We will share the DAX code and PBIX examples with all participants! 🔥

Surely some good enough reasons that you book your attendance for Andrej's talk which is due on Thursday, September 12, 2019, 14:15 - 15:15 local time.

 

Very much looking forward to seeing all of you there and getting to know you.

Event location:
Amager Blvd. 70,
2300 København,
Denmark

Dynamics 365 Power BI Custom Visuals Zebra BI Microsoft

Dynamics 365 meets Power BI with Zebra BI – Antwerpen 19.06.2019

We proudly announce that Zebra BI was invited to a special kind of breakfast - the one where Dynamics 365 meets Power BI.


Zebra BI  and our CEO Andrej Lapajne are headed to Antwerpen to attend a special seminar called Dynamics 365 meets Power BI. The topic they will focus on is going to be: how to quickly analyze data from Dynamics 365 with the help of Power BI and custom visuals. Another speaker at the event will be CRM strategy & implementation expert Jure Jesenovec, the Managing Partner at Admiral Dynamics.

If you are in Antwerpen or nearby make sure you  REGISTER HERE - there are still some open spots waiting for the ones who would like to get an overview and an explanation of the possibilities with the use of Power BI and custom visuals within Microsoft Dynamics CRM.

Event details: 

Dynamics CRM system is the hub for all your customer processes and data. If you enrich this information with insights from Power BI, you can create an "all-in-one solution" for steering and managing your business processes.

Dynamics 365 covers the processes, data, user interfaces and management aspects, but what about data visualisation? Power BI enables you to make data more useful and provide greater insights. Take your organisation to the next level with Power BI.

This breakfast session on Wednesday 19 June introduces participants to the use of Power BI and Zebra BI custom visuals with Microsoft Dynamics CRM.

The course focuses on the use of Power BI functionality and technical possibilities of analysing data trends within their CRM organisation. Secondly, we’ll demonstrate the rich and clear view of your extended sales data that provide comprehensive insights for management.

Agenda at a glance:

08:30 - 09:00 

  • Welcome & Breakfast

09:00 - 11:00 

  • Dynamics 365 Meets Power BI: How To Quickly Analyse Data From Dynamics 365

 

Very much looking forward to seeing all of you there and getting to know you.

Event location:
Katwilgweg 2,
2050 Antwerpen,
Belgium

Zebra BI visuals for Power BI 3.1 released

We work around the clock to support you in the best way possible on your quest to leverage your data in a whole new way and gain the unique added value which helps accelerate your business.

We are launching the latest release of Zebra BI custom visuals for Power BI - version 3.1. It is packed with new and improved features that will help you create even better reports and dashboards in Power BI.

One of the features most sought-after by our clients and users of our visuals is the "Cross-tables" feature. You can now create cross-tables, time-tables, and P&L tables with multiple business units and across multiple years. Andrej explains all about it in the video below.

Another great new feature is the Matrix chart, an exciting new way to visualize your data and gain additional insight. The new version also brings further refinement to our small multiples concept. Essentially, we put them on steroids and they now allow you to zoom into a single chart, resize it, drag the mouse just once to display the entire matrix of small multiples available, etc.

In short, the new version brings a lot of significant improvements. Please, take your time and watch the brief video presentation of everything we’ve prepared for you.

Enjoy. 😊

 

Here is also the embedded Power BI report, which allows you to click through all the new and improved features of Zebra BI for Power BI 3.1.

Try Zebra BI version 3.1

 
power bi custom visual

Zebra BI Recommends: 10 Power BI Custom Visuals that Will Make Your Reports Pop

It has never been this easy to visualize and tell stories with your data. Tools like Power BI deliver real power that anyone can access and use to create great visuals that explain, clarify and amplify your message. However, if you work in Power BI you might need some help to do that. That's where Power BI custom visuals come in. These add-ins expand your options with additional visualization features that you can use to create compelling visual stories.

To help you start, we're highlighting some of the custom visuals that will make your reports stand out.

1. Card with States

Power BI already has a built-in card element but Card with States by OKViz supercharges it. You take a performance measure and define multiple states that determine the colour of the visual. If the measure is positive, the card is green and if it underperforms, the card turns red. It is also possible to display the measured trend line. Powerful and simple at the same time.

2. Gantt Chart

 

MAQ Software developed an upgrade to regular Gantt charts. It offers features such as the ability to view data related to the task and the hierarchy of data categories and to sort the data based on any data point contained in the task. The visual can be used by project managers to monitor projects as well as by users to view individual tasks and progress. These attractive charts will definitely help you improve your project management efforts.

2. Text Filter

Sometimes the most powerful things are the simplest and this custom element fits this description perfectly. All Text Filter does is add a search box to your dashboard that you can use to filter your data. For example, we have a demonstration dashboard that displays information from hundreds of stores and to easily display just a subset of them, you need to simply enter some text, such as "new york" into the search box. The data is filtered in real time and helps you find specific content on your dashboard.

3. PowerApps

Like the previous item on this list, this is another custom visual developed by Microsoft. Since Power BI is a part of its Power platform, it's no wonder Microsoft added support for PowerApps. This custom visual makes it easy to bring forms and data editing to Power BI. You can even connect to external data, stored in services such as SharePoint, Dropbox, and MailChimp. It can be used to easily enter parameters for what-if analyses or to create an inventory dashboard through which you can place orders as needed.

At Zebra BI, we recommend our customers add commenting functionality to Power BI using PowerApps. All you need is to create a simple app that is used to add comments, which are displayed as a tooltip or in a separate table. Currently, this is the only native option to implement live commenting in Power BI.

5. Instagram-like Overview

You could also go Instagram on your data. We don't mean filters but showing your list-oriented data in Instagram-like formatting. You can take data about companies and show their icons, names, hyperlinks and additional data fields and display it as an easy-to-read overview. This is exactly what Overview by CloudScope does.

6. Mapbox Visual for Power BI

If you're working in multiple geographies, you often need a way to put visualizations on a map. Power BI can be extended with customizable heatmaps, point cluster maps, and graduated circle maps that are available in Mapbox Visual for Power BI. This plug-in allows you to overlay Power BI data on a satellite map. It offers several advanced features, including the ability to visualize data differently at different zoom levels through layers. In practice, this means that you receive more detailed data the closer you zoom in on the map.

7. HierarchySlicer

Slicers are a great way to switch between different filters, especially those that you use often. You might want to use more complex slicers and that's where HierarchySlicer comes in. It allows you to use a Power BI hierarchy as a slicer to filter other report items. You can expand individual levels to navigate through the hierarchy and you can use either predefined or ad-hoc hierarchies.

8. Add Natural Language Insights for BI

Arria NLG's add-in for Power BI automatically creates narratives for your data. It analyzes your data to create natural language narratives. You can set various configurations to select the level of detail to share or even use the NLG Studio to program your narratives down to the smallest detail. You can add your specific knowledge for your industry to drive compelling stories or just highlight the most important facts. This is truly one of the more interesting custom visuals out there.

9. Power BI Visual Planning

Power Planner Visual Planning is a powerful tool for budgeting, planning and forecasting. It allows corporate users to see a data visualization as they are entering data. When they change or add data in a dashboard or a report, it changes interactively. This makes it easier to adjust projections and forecasts and observe the impact immediately.

10. Zebra BI visuals

A list of custom visuals for Power BI would not be complete without our own Zebra BI for Power BI. These extremely advanced visuals enable you to create convincing financial reports that make a point and reveal hidden insights. They are the first and only IBCS®-certified visuals on the market and allow you to create complex visual reports that combine waterfall charts, small multiples and other advanced features. Fully responsive and interactive, they allow you to take meaningful decisions based on actionable insights.

 

Don't just take our word for it, go ahead and sign up for a free trial. The solution is so powerful even Microsoft uses it internally for their reports.

 

 

 

 

 

 

MsBizzAppSummit Atlanta Georgia

Zebra BI goes to Microsoft Business Applications Summit 2019

We are privileged and excited to announce that we'll be present at the Microsoft Business Applications Summit in Atlanta, GA., between June 10-11.

Joining a vibrant community for 2+ days of total immersion to drive better data, stronger solutions, and bigger transformation.

This great event is covering all things Dynamics 365, Power BI, Excel, PowerApps, Microsoft Flow, mixed reality, and more under one roof.


Our CEO Andrej Lapajne will lead a 20-minute session called "Building spectacular Power BI dashboards with P&L visuals and small multiples" on one of the biggest events this year!

 

He will demonstrate how to build advanced Power BI dashboards by using popular data visualization techniques like the small multiples, sales vs. budget charts and the IBCS® semantic notation.

While doing so he will be taking on the challenge of presenting user-friendly income statements (P&L) in Power BI. In that same session, he’ll take advantage of the Zebra BI custom visuals to build a real-life sales and financial dashboard from scratch.

Along the way, he will reveal practical tips&tricks for designing advanced, mobile ready and fully responsive dashboards.

Very much looking forward to seeing all of you there, getting to know you and saying hello to all of our friends, partners, and clients. 😊

Building spectacular Power BI dashboards with P&L visuals and small multiples
June 10-11, 2019

Event location:

Georgia World Congress Center
285 Andrew Young International Blvd NW
Atlanta, GA 30313

Click here for the agenda and more details about the event: https://www.microsoft.com/en-us/businessapplicationssummit

Burning Questions: How to Add a Monthly/YTD Switch to a Power BI Dashboard?

One of the questions we get most often by our users is how to create a switch in their Power BI dashboard that would let them switch between Monthly and YTD views. You can do this by using Data Analysis Expressions (DAX), which is the formula language used throughout Power BI. This blog post will provide a quick overview of what you need to do to create a simple switch.

Before you start, download the examples from our webinar page for Top 5 DAX tricks for super effective Power BI dashboards. We also recommend that you watch the video as it also contains detailed step-by-step instructions for preparing your data and tables that are not covered in this post.

Start by opening the Sales Dashboard example (SalesDashboard-ZebraBI-webinar.pbix) from the zip file you downloaded. Open a new page by clicking on the + icon on the bottom of the start page.

The example already includes all the tables, relationships between them and code, so you just need to recreate the basic sales dashboard you will add the Monthly/YTD switch to.

Recreating the basic visualization

Start by recreating the main visual in your report. Add a Zebra BI Power Chart and select the following fields: Group under Business Units, Month under Calendar, AC and Revenue PY under Sales. Set them to the corresponding Fields as shown on the image below:

Now combine various visuals. For example, you can add a comparison to previous year using another dimension. Add a Power Table and select the fields as shown:

This table adds a comparison of actual results to the revenues from the previous year by individual product groups and divisions.

This visual is fully responsive and also controls the small multiples visual on the right that you've created in the previous step. If you click on a category, the chart on the right will change to display just the selected category or group of categories (division). With this, you've already created a great visual. However, we can make it better.

Adding slicers to your dashboard

Next stop is adding two slicers: Year and Month that you can use to switch between views for individual months and years.

Click on Year field in the Calendar group and drag and drop it onto the dashboard. Switch it to the Slicer visualization and select Dropdown option from the menu.

Add another slicer for months. Click on Month field in the Calendar group and drag and drop it onto the dashboard. Switch it to the Slicer visualization and again select the Dropdown menu item.

This will break your visualization. To fix it, you need to decouple the time series view from your slicer. Click on the month slicer and select the Format tab on your ribbon. Select the Edit interactions tool.

This shows additional controls on the dashboard, where you can control what impact the selected visualization should have on the others. To prevent the currently selected visualization element from impacting your small multiples chart, you should select the no impact icon.

Adding the Monthly/YTD switch to your dashboard

Now, we will add the Monthly/YTD Switch. Switch to Data view and add another table for the switch on the  dashboard. Go to the Relationship view, where you will create what is called a "disconnected table" and serves as a switch between two values. Click the Enter Data button in the Home tab and name it Period Calculation in the Name field on the next screen.

You need to create just two columns - Period calculation and CalcID. 

You now have a new table in your project that is available for you to select in Report view in Power BI. Drag and drop the Period Calculation field onto the chart and switch it to a slicer element. You get two options - monthly and YTD. Switch to Horizontal orientation under General option in the Formatting tab.

You now have a slicer with two options (YTD and Month). You click between the two although the options do not do anything yet.

Create a new measure and name it Selected calculation. You will use the MIN function, which simply returns the smallest value in a column. Enter the following formula: SelectedCalc = MIN('Period Calculation'[CalcID])

All you have to do now is to link this back to your model. You need to take your AC measure and use the following DAX formula:

AC = SWITCH([SelectedCalc];
1; [AC filtered];
2; CALCULATE([AC filtered]; DATESYTD('Calendar'[Date])))

Just to explain briefly, what these functions do. SWITCH returns different results depending on the value of an expression, in this case AC filtered element in your project. If the value is 1, the expression returns the AC filtered value. If the value is 2 it calculates revenue to return the YTD value for which the DATESYTD function is used.

Make sure you download the free trial!

Try Zebra BI Visuals for Power BI

In addition to out-of-the-box support for IBCS standards, Zebra BI visuals for Power BI feature 1-click data sorting, powerful outlier handling, advanced small multiples, responsive visuals, improved navigation, and full customization. With support for Power BI, best practice reporting is now available on the desktop and mobile and in the cloud.

 

Top 5 New Productivity Features in Zebra BI Custom Visuals for Power BI

The latest version of Zebra BI for Power BI brings a bunch of new features that bring new flexibility to companies and users who rely on standardized reports to present their data.


Reorder your columns and scale your reports

As you work with Zebra BI Power Tables you might want to change the default order of columns. While the default ordering is based on best practices and standards prescribed by IBCS, companies very often have reporting standards which define a proprietary order of columns or simply need more flexibility.

For example, data for the previous year should be displayed to the left of Actual results or to the right. With the latest update, you no longer have to worry, just simply drag and drop columns to reorder them.

The reordering is very flexible and intuitive. Your custom column order is preserved even after you resize your table. Some detail, particularly charts, might get converted into numbers to save space and retain readability, however, the information itself is not removed and stays front and center. This feature is great for scaling your stories from beautiful, highly visual full-screen power bi dashboards to extremely compact, mobile-friendly reports and everything in between ... with a simple resize action

Use this feature to add a new level of flexibility to your IBCS-compliant reports and dashboards. Our visuals now support virtually any customization you might need to create powerful and convincing data stories.

Focus on the most important things

To make a point, sometimes you just want to show the most significant items and reduce the visual clutter. To help you do just that, we've added the Top/bottom N feature to our waterfall charts. Once you toggle the option On, you simply select the number of top or bottom values you want to display and the chart adjusts automatically.

 

How to use this option? Once you have your waterfall chart, click the Format tab in the Visualizations pane. Open the Categories group and toggle the Top/Bottom N switch into the On position. Afterwards, you can set the number of items that need to be shown. Other items are merged into a single group named Other.

This feature helps you focus on the most important data points while reducing visual density to improve chart readability.

Automated data labelling

Everyone hates it when the labels on their charts overlap and ruin an otherwise perfect visual. We've added an advanced algorithm to Zebra BI PowerCharts to prevent this. When you are working with a narrow chart that cannot accommodate all the labels, the visual will hide them automatically. Labels appear again once you resize the chart or switch to the Focus mode. This ensures optimal label density depending on your context and situation.

To turn this feature on, select your chart and click the Format tab in the Visualizations pane. Open the Data labels group and select Auto from the Density dropdown menu.

Small multiples that combine chart types

Small multiples mode now supports charts combining multiple chart types (bar and lollipop, for example). To use this feature, select your chart and click the Format tab in the Visualizations pane. Open the Chart Settings group and select either "Absolute / Relative", "Actual / Absolute" or "Actual / Relative" from the Layout dropdown menu.

At the same time, we've added the Top N + Others option to the small multiple mode. It works similar to the feature described above by showing only the most important charts and combining the others into a single chart named Other.

To use this feature, select your chart and click the Format tab in the Visualizations pane. Open the Small multiples group and select an item from the Top N dropdown menu. Then, set the number of items you want to have shown.

Break the axis in line and area charts

Sometimes you want to track a difference in a KPI that has very small variations, you can now break the axis in line and area charts to emphasize otherwise minor variances. The feature works on individual charts as well as small multiples.

Our advice is to be careful with this feature, because it artificially emphasizes differences where there might not be any. However, you might find this feature useful if you want to focus on the trend of a variance or a similar feature of your data.

You can find the axis break option in the Format tab in the Visualizations pane under the Axis break group. Turn the feature on with the toggle and set the Percent value - lower values might result in a better display of very low data labels.

Make sure you download the free trial!

In addition to out-of-the-box support for IBCS standards, Zebra BI visuals for Power BI feature 1-click data sorting, powerful outlier handling, advanced small multiples, responsive visuals, improved navigation, and full customization. With support for Power BI, best practice reporting is now available on the desktop and mobile and in the cloud.

Try Zebra BI Visuals for Power BI

USAFacts Relies on Zebra BI Visuals to Open US Government Financials to Public

April 17, USAFacts released a 10-k report on US government financial using Zebra BI Visuals for Power BI. The shareable reports will drive interactive storytelling and deeper understanding of complex data.


USAFacts is a fascinating project funded by Steve Ballmer, former CEO of Microsoft. The project's aim is to make vast amounts of US government data more open, accessible, transparent and easier to use. Engineers and researchers collected and organized 30 years’ worth of data from US Treasury Department, the Office of Management and Budget, the US Census Bureau, and the Federal Reserve. They then published it on a well-organized online hub that is neutral and focused on the thing that matters most – impartial data.

On US Tax Day, the initiative launched the 10-K report for the US government – in the US, 10-K is an annual report that gives a comprehensive summary of a company's financial performance. USAFacts did that for government data.

To make their findings better accessible to the public, they turned to Zebra BI visuals on Microsoft’s Power BI platform to create some of their interactive visualizations:

You can also click "Chart view" below to see all of the visualizations interactively:

Zebra BI visuals for Power BI are a perfect fit for a project like this. Not only does it include a host of crystal clear visualizations and features, (chart slider, small multiples and native support for IBCS), its design is completely responsive, so it can be accessed on mobile devices or desktops. It can also be embedded on other websites to drive engagement. All of this makes Zebra BI visuals for Power BI the best choice for data-driven storytelling that uses clear, easy-to-understand and attractive visuals for communicating insights.

You can also find out more in Microsoft’s Power BI team announcement.

We are proud that the USAFacts team, in partnership with the Microsoft Power BI data journalism program management, has chosen our Zebra BI visuals for Power BI to bring the US government financials closer to the public. In many ways, this is for us an essential confirmation that we have have done a good job with our latest product and that our solution is a great choice for presenting business and financial data in a clear and understandable way.

We are an avid supporter of open data. Data transparency and clarity of business communication are at the very core of Zebra BI’s beliefs. It’s what we stand and work for.

USAFacts is a noble initiative and we are looking forward to supporting more projects like this!

Andrej Lapajne,
CEO at Zebra BI

Struggling to visualize your data? Zebra BI’s got you covered!

Whether it’s waterfall charts, variance charts, or lollipop charts, Zebra BI has everything you need to visualize your data for all to understand.

Picture this: you’re about to present your company’s quarterly earnings to its top executives. You’ve spent countless hours gathering the needed information and placing it into a chart in Excel. You’ve even tried your hardest to make the chart look as appealing as possible. (Unfortunately, you thought this entailed simply adding different colors to different columns.) Upon beginning your presentation, however, you notice that your report looks similar to the one shown below and might be difficult for people not familiar with the information to properly analyze or understand.

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