SPEAKER 1: Hello, PowerBI community.
Welcome to the Power BI February 2023 update.
Got a lot of exciting features for you this month.
We're going to highlight three of them;
conditional formatting based on string fields,
enhanced row-level security editor,
and the new 'Get
Data' experience in the Power BI service.
If you want to hear all about
the other features we will release this month,
find more information on our demos
and technical documentation
to find the link to the Power BI blog post
in the description of this video.
Let's get started. First up
is conditional formatting based on string fields.
You can now set conditional formatting rules
based on the string fields.
We know that many of you
have been asking for this feature.
We're very excited to be bringing you
this feature and hope that you will find it a new,
powerful conditional formatting capability.
Let's see this one in action.
You can access this new capability in the same way as
the other conditional formatting through
the dialogue which opens when
selecting an option in the formatting pane.
For example, in the column charts,
you can conditionally format column colors by selecting
the fx button in the columns card of the formatting pane.
In the dialogue, select
Rules through the format style drop-down.
Then, base these rules on
a string field and select a summarization.
Before your summarization options were
only numeric and count-distinct.
Now you'll see first and last options as well,
which will give you strings to write logic around.
Let's add a simple rule here that says,
if the value of the string is audio,
we color the column red.
We've added a variety of
comparator options to the conditional formatting dialog,
including is, starts with,
ends with, and more.
Keep in mind that these comparisons will
check your fields against your inputs for
exact character matches, including case sensitivity.
Once our formatting rule is ready, we hit "Okay."
The audio columns of our visual will now be read.
As always, let us
know what you think about these features and
ideas you have to improve
them or any other aspects of Power BI.
Next, let's look at
the enhanced row-level security editor.
You can now quickly and easily define
row-level security roles and
filters without having to write any DAX.
Select Manage roles in the ribbon to use
the new drop-down interface to
create and edit security roles.
If you prefer DAX or
require DAX for your filter definitions,
we support toggling between using
the default drop-down editor and a DAX editor.
To try out the new enhanced RLS security editor,
you must enable this feature by
navigating to Options and settings.
Options, Preview features.
Once you enable this feature and
restart Power BI desktop,
you can start using the enhanced editor.
Let's create a security role based on
the Sales Territory table that filters
data from the North American territory group
only to Canada and Central United States.
Let's go to the Modeling tab and select Manage roles.
Click "New" to create a new security role.
Let's name the role appropriately.
Next, we select the Sales Territory table
and use the Add button to add filtering rules.
We want this role to see only data for
country equals Canada or region equals Central.
To add all logic,
we group these two filters and
select any options for the group.
Also, let's make sure the role will only
be able to be accessed from the North American group.
This rule is added outside
the previously created group of rules,
so the And logic is applied.
Notice that we can still switch to
the DAX editor to see
the generated DAX code and edit it if necessary.
Then you can switch back to the default Visual Editor.
Finally, we click "Save" to
save the newly created security role.
To test the role,
let's click the "View as" button and select
the Canada and Central US role that we just created.
We can see that now the report shows us only the data for
Canada and the central region
of the United States just as expected.
All changes made in either editor interface will
persist when switching interfaces when possible.
However, not all row-level
security filters are supported in
Power BI can be defined using the default editor.
Limitations include expressions that
can only be defined using DAX,
including dynamic rules such as
username or user principal name.
When defining a role with
these limitations in the DAX editor,
if you attempt to switch to the default editor,
you'll be prompted with a warning that switching
editors may result in some information being lost.
To keep this information, simply select,
Cancel, and continue only
editing this role in the DAX editor.
Now, I know what you're thinking.
How could RLS be any better?
Tell us how you're leveraging
RLS in the comments below this video.
Well, let's jump right into the last demo for the day,
the new 'Get Data' experience in the Power BI service.
As we called it out in our last blog,
we've completed the process of
removing the older Get Data page in
the Power BI service in favor of a new one
with comparable features within workspaces.
If you want to upload a file to Power BI,
such as a.PBIX,
XLSX, or RDL file to your workspace,
you can use the Upload option.
This option lets you upload files from
your local computer or connect to
files on a one-drive or a SharePoint site.
With this change, you'll no longer be able
to connect to files on personal one-drive accounts.
Let's say you want to quickly create
a data-set from Excel,
a CSV, or manually pasted data.
You can now access that functionality through
the new button and data-set option in your workspace.
We've also updated the data-set option to take you to
a new page with options to create
a data-set off of an Excel,
CSV or pasting data.
Once you select the option,
the behavior used to generate the data-set is the
same as previously used on the Get Data page.
Here, we simply paste
the data to generate a new data-set.
From here, we can not only create a data-set,
but also automatically create
a default report based on the data from this data-set.
Or we can jump to
a blank report and build our own custom one from scratch.
In this demo, we created a data-set only.
Once the data-set is created,
you'll be taken to the data-sets
details page in the data hub.
Well, that wraps
up our feature highlights for this month.
Tell us in the comments,
what's your favorite feature?
Was there another feature for this month that
you think that we should have spotlighted instead?
Tell us in the comments, we would love to hear about.
It. Also tell us in the comments,
how you like the new format of the feature update video.
Thanks for watching, and we'll catch on the next one.