Ignite feature deep dive: B2B sharing, SharePoint Integration, Optimize
ribbon, and more
Microsoft Power BI
What's New in Power BI for Ignite 2022
The Optimize Ribbon gives you easy access to tools to streamline your report
authoring experience. It is available for reports using Import, Hybrid, or Composite
models, not just limited to Direct Query reports.
Tools in the Optimize Ribbon
Pause Visuals: Gives you full control over when visuals refresh
Refresh Visuals: Allows you to refresh visuals individually or altogether
Performance Analyzer: Helps you analyze the performance of your visuals
Optimization Presets: Provides predefined combinations of settings for query
reduction and interactivity
Relationship Editing: Allows you to edit relationships in the Properties pane
With the Pause Visuals button, you can pause the whole report to prevent queries
from running. This allows you to make formatting changes or add/remove fields
without refreshing the visuals. You can refresh visuals individually or altogether and
maintain the pause state of the report.
The Optimization Presets provide quick access to predefined combinations of
settings. You can try out different presets to optimize your report's performance and
interactivity. Customized settings are also available to suit your reporting needs.
Relationship Editing in the Properties pane allows you to easily edit relationships in
your data model. You can make changes to table, column, cardinality, and more,
and validate and save them in one step.
Demo: Streamlining Report Authoring Experience
Let's see a demo of how to use these new tools to streamline your report authoring
experience.
In the demo, a Direct Query report with over 2 billion taxi trips is used to analyze
the time of day people use New York City taxi. The Pause Visuals feature is used to
make requested changes to the report.
Additional fields and measures are added to the visuals without refreshing the
queries. The visuals can be refreshed individually or all at once. Formatting changes
can also be made without running queries, using the cached data.
The Optimization Presets are then explored to optimize the report's performance
and interactivity. The Query Reduction preset is used to reduce the number of
queries running and improve performance. Customized settings can also be applied
to suit specific requirements.
,For data modelers, the Relationship Editing feature allows easy editing of
relationships in the data model. Changes can be made to table, column, cardinality,
and more, and validated and saved in one step.
Be prompted as there is no undo to this action. So try out these features today. If
you don't see them, make sure you're using the November 2022 or later release
and in File, Options and Settings, Options, go to the Preview Features and make
sure Optimize Driven and Relationship Editing in the Properties Pane are turned on.
Now you've seen how the Optimize Ribbon gives you easy access to tools to
streamline your report authoring experience. Try it out today, especially those of
you with Direct Query reports, but remember it's available from all reports. Thank
you.
Hi everyone, my name is Parul Bansal and I am Principal PM in Microsoft. My team
owns B2B capabilities within Power BI. B2B capabilities are all about how do you
collaborate with external users, the users that are outside of your tenant, how do
you share data with them, and how do you collaborate with them. We are launching
a new Cross-Tenant Dataset Sharing capability which will allow users from one
tenant to share their dataset with another tenant in a way that the consumer tenant
users can see this datasets in their own tenant. They can build content on the top
and they can own that content in their own environment.
To explain the concept in detail, maybe you want to look at the scenario on the slide
where we have two organizations. There contoso and there is fabrikam. And if Jim
from fabrikam needs access to anything in contoso environment, Jim will first need
to be added to contoso's AAD as a guest user, and then with this guest user
identity, Jim can be given access to any Power BI artifact in the contoso
environment. And then Jim can come to contoso environment with his guest user
identity and access whatever he has been given access to.
This capability has worked very well for many use cases and scenarios amongst our
customers. For example, if Jim is a consultant working for contoso, it is easy for Jim
to go to contoso environment and build Power BI reports for contoso in the contoso
environment. But if Jim has a scenario where he needs to take the data out of
contoso and take it back to his fabrikam environment, it is not possible with the
Power BI B2B capabilities that have existed before.
With this new capability, when Ash shares his dataset with Lucy using this new
capability, Lucy can see those datasets in her own environment, she can connect to
those datasets, she can build a composite model on the top, she can build reporting
on the top, and she can own these models and reports that she has built in her own
environment. And if required, she can also share these artifacts with other folks
within her own fabrikam environment. The RLS, OLS that would be applied to these
datasets by Ash in his environment would work for fabrikam environment as well.
, It's an inplace sharing, which means that the data that Ash is sharing with Lucy,
there is no deep copy for this data that is created in fabrikam environment. The
storage of the data remains within contoso boundaries. All that Lucy gets is live
access to this dataset at the fabrikam side.
I would now like to demo this feature to you. We are launching a cross-tenant
dataset sharing capability which will allow users from one tenant to share their
dataset with another in a way that the consumer tenant users can see these
datasets in their own tenant, they can build content on the top in their own
environment.
I will be walking you through with the provider flow first. Provider flow is how you
share this dataset with the users. So we have this inventory dataset open, we will
share it with a B2B user, we will ensure that B2B user has minimum build access to
the dataset, and then we will go to the dataset properties, and we will turn on the
external sharing on this dataset. When we turn this on, the B2B users who have
minimum build access to this dataset, they can discover, connect to, and work with
this dataset in their own tenant. So I apply this. And with this, the provider flow is
complete.
Now I will walk you through the consumer flow, which is how these B2B users who
have access to the dataset are consuming this dataset in their own tenant. So here,
this is the desktop for consumer user. We go to the Power BI data sets here. And
now we can see a fourth tab here, which is external data. When I click on it, I see
the inventory dataset here. So this is a dataset that is shared with me by another
tenant. I can here see which organization is sharing with me and some metadata
around the dataset and I can connect to it. I select tables. And we can see that the
external dataset is opening up here on the right-hand side. And it's open. And
To enable the use of XMLA endpoints and analyze on-premises datasets in Excel,
certain settings need to be enabled. These settings include enabling XMLA
endpoints and allowing live connections for non-premium workspaces.
We are launching a new feature that will make the discovery of external content
easier for guest users. Currently, external content is accessed through links in email
notifications, which can be difficult to manage if there are multiple artifacts. The
new user experience includes a tab called "From External Orgs" on the homepage,
where users can see a list of all content shared with them by external tenants. The
list includes the artifact name, sharing organization or tenant, workspace, last
opened date, and artifact type. Users can sort and filter the list to find the desired
artifact. Clicking on a link opens the artifact in a new browser, similar to clicking on
links in email notifications.
Power BI reports can now be saved and shared directly to OneDrive and SharePoint
for easier access and collaboration. This integration with Microsoft 365 allows users
to preview and interact with the reports directly from their own OneDrive or
ribbon, and more
Microsoft Power BI
What's New in Power BI for Ignite 2022
The Optimize Ribbon gives you easy access to tools to streamline your report
authoring experience. It is available for reports using Import, Hybrid, or Composite
models, not just limited to Direct Query reports.
Tools in the Optimize Ribbon
Pause Visuals: Gives you full control over when visuals refresh
Refresh Visuals: Allows you to refresh visuals individually or altogether
Performance Analyzer: Helps you analyze the performance of your visuals
Optimization Presets: Provides predefined combinations of settings for query
reduction and interactivity
Relationship Editing: Allows you to edit relationships in the Properties pane
With the Pause Visuals button, you can pause the whole report to prevent queries
from running. This allows you to make formatting changes or add/remove fields
without refreshing the visuals. You can refresh visuals individually or altogether and
maintain the pause state of the report.
The Optimization Presets provide quick access to predefined combinations of
settings. You can try out different presets to optimize your report's performance and
interactivity. Customized settings are also available to suit your reporting needs.
Relationship Editing in the Properties pane allows you to easily edit relationships in
your data model. You can make changes to table, column, cardinality, and more,
and validate and save them in one step.
Demo: Streamlining Report Authoring Experience
Let's see a demo of how to use these new tools to streamline your report authoring
experience.
In the demo, a Direct Query report with over 2 billion taxi trips is used to analyze
the time of day people use New York City taxi. The Pause Visuals feature is used to
make requested changes to the report.
Additional fields and measures are added to the visuals without refreshing the
queries. The visuals can be refreshed individually or all at once. Formatting changes
can also be made without running queries, using the cached data.
The Optimization Presets are then explored to optimize the report's performance
and interactivity. The Query Reduction preset is used to reduce the number of
queries running and improve performance. Customized settings can also be applied
to suit specific requirements.
,For data modelers, the Relationship Editing feature allows easy editing of
relationships in the data model. Changes can be made to table, column, cardinality,
and more, and validated and saved in one step.
Be prompted as there is no undo to this action. So try out these features today. If
you don't see them, make sure you're using the November 2022 or later release
and in File, Options and Settings, Options, go to the Preview Features and make
sure Optimize Driven and Relationship Editing in the Properties Pane are turned on.
Now you've seen how the Optimize Ribbon gives you easy access to tools to
streamline your report authoring experience. Try it out today, especially those of
you with Direct Query reports, but remember it's available from all reports. Thank
you.
Hi everyone, my name is Parul Bansal and I am Principal PM in Microsoft. My team
owns B2B capabilities within Power BI. B2B capabilities are all about how do you
collaborate with external users, the users that are outside of your tenant, how do
you share data with them, and how do you collaborate with them. We are launching
a new Cross-Tenant Dataset Sharing capability which will allow users from one
tenant to share their dataset with another tenant in a way that the consumer tenant
users can see this datasets in their own tenant. They can build content on the top
and they can own that content in their own environment.
To explain the concept in detail, maybe you want to look at the scenario on the slide
where we have two organizations. There contoso and there is fabrikam. And if Jim
from fabrikam needs access to anything in contoso environment, Jim will first need
to be added to contoso's AAD as a guest user, and then with this guest user
identity, Jim can be given access to any Power BI artifact in the contoso
environment. And then Jim can come to contoso environment with his guest user
identity and access whatever he has been given access to.
This capability has worked very well for many use cases and scenarios amongst our
customers. For example, if Jim is a consultant working for contoso, it is easy for Jim
to go to contoso environment and build Power BI reports for contoso in the contoso
environment. But if Jim has a scenario where he needs to take the data out of
contoso and take it back to his fabrikam environment, it is not possible with the
Power BI B2B capabilities that have existed before.
With this new capability, when Ash shares his dataset with Lucy using this new
capability, Lucy can see those datasets in her own environment, she can connect to
those datasets, she can build a composite model on the top, she can build reporting
on the top, and she can own these models and reports that she has built in her own
environment. And if required, she can also share these artifacts with other folks
within her own fabrikam environment. The RLS, OLS that would be applied to these
datasets by Ash in his environment would work for fabrikam environment as well.
, It's an inplace sharing, which means that the data that Ash is sharing with Lucy,
there is no deep copy for this data that is created in fabrikam environment. The
storage of the data remains within contoso boundaries. All that Lucy gets is live
access to this dataset at the fabrikam side.
I would now like to demo this feature to you. We are launching a cross-tenant
dataset sharing capability which will allow users from one tenant to share their
dataset with another in a way that the consumer tenant users can see these
datasets in their own tenant, they can build content on the top in their own
environment.
I will be walking you through with the provider flow first. Provider flow is how you
share this dataset with the users. So we have this inventory dataset open, we will
share it with a B2B user, we will ensure that B2B user has minimum build access to
the dataset, and then we will go to the dataset properties, and we will turn on the
external sharing on this dataset. When we turn this on, the B2B users who have
minimum build access to this dataset, they can discover, connect to, and work with
this dataset in their own tenant. So I apply this. And with this, the provider flow is
complete.
Now I will walk you through the consumer flow, which is how these B2B users who
have access to the dataset are consuming this dataset in their own tenant. So here,
this is the desktop for consumer user. We go to the Power BI data sets here. And
now we can see a fourth tab here, which is external data. When I click on it, I see
the inventory dataset here. So this is a dataset that is shared with me by another
tenant. I can here see which organization is sharing with me and some metadata
around the dataset and I can connect to it. I select tables. And we can see that the
external dataset is opening up here on the right-hand side. And it's open. And
To enable the use of XMLA endpoints and analyze on-premises datasets in Excel,
certain settings need to be enabled. These settings include enabling XMLA
endpoints and allowing live connections for non-premium workspaces.
We are launching a new feature that will make the discovery of external content
easier for guest users. Currently, external content is accessed through links in email
notifications, which can be difficult to manage if there are multiple artifacts. The
new user experience includes a tab called "From External Orgs" on the homepage,
where users can see a list of all content shared with them by external tenants. The
list includes the artifact name, sharing organization or tenant, workspace, last
opened date, and artifact type. Users can sort and filter the list to find the desired
artifact. Clicking on a link opens the artifact in a new browser, similar to clicking on
links in email notifications.
Power BI reports can now be saved and shared directly to OneDrive and SharePoint
for easier access and collaboration. This integration with Microsoft 365 allows users
to preview and interact with the reports directly from their own OneDrive or
