Power BI – 2020 August Our Favorites

Hello dear reader! We only need to enjoy these warm days as the summer comes to an end they days become shorter, but isn’t it just WAY TOO HOT? With Power BI 2020 August updates, visualizations come to the forefront with the new images added to the marketplace. Apart from that, there are new collaborations with new resources and some additions to the existing features. You can download the update here.

1-Perspectives support for Personalize visuals

As a refresher, Personalize visuals is a preview feature that will allow your end-users to make tweaks to visualizations in the reading view. For example, your end-user can change a measure or dimension or add a legend. Previously, if you had a large data model, there was no way to pick a more manageable subset fields to not overwhelm your report readers with all fields in the model. Now, in this release we are adding Perspectives support for Personalize visuals, which will allow you to choose a subset of a model that provides a more focused view.

Personalize visuals The hard thing is here for the user to make the correct decision. For this, we will use on of the tools developed for Power BI: Tabular Editor. As well as you can use these tools directly, you can already add them under a tab on Power BI Desktop. You can check the 3rd title here for more details.

You will need to right-click on Perspectives folder to create a new perspective:

Next, you will need to add fields to the perspective. You can do this by opening the Tables folder and right-clicking on the fields you want to show in the perspective:

 

Repeat this for all the fields you want to add to the perspective. Note that you can’t add duplicate fields to a perspective so if you already added it to a perspective you will see the option for that perspective is disabled.

After you have added all the fields be sure to save both in Tabular Editor and then also in Power BI.

                   

2- Rectangular lasso select for data points

Another one of the Power BI August updates is the Rectangular lasso select. We were very happy about the rectangular lasso select. Now it is available for the data points in charts as well. You can select the point in the chart you want with CTRL and filter them. And you can add other points to the point you’ve selected with the Shift key.

3- New Visualizations

  • Progress Bar

  • Pie & Donut Chart

  • Rating Visuals

  • Toggle Switch

  • RoadMap

4- Data Connectivity

Cherwell connector

CSM 10.0 enables real-time collaboration and accelerates incident resolution.

Automation Anywhere connector

Automation Anywhere is a leading Robotic Process Automation (RPA) platform that enables automation of Enterprise business processes. The Power BI connector from Automation Anywhere enables a business user to easily integrate RPA data in their corporate Power BI dashboards without relying on IT resources to create custom integration solutions. The Power BI connecter can retrieve operational, strategic and business metrics from Automation Anywhere’s RPA platform.

Acterys connector

Acterys

 is an integrated platform for Data Warehouse Automation, Corporate Performance Management (CPM) and Financial Planning & Analytics (FP&A) for Microsoft Azure, Power BI and Excel.
It enables users to achieve results in minutes, and replace disparate legacy solutions with a single, cost effective and unified platform for all their analytics, planning, forecasting, consolidation and project planning requirements. With the new Acterys Power BI Connector users can now connect to their Acterys environment with one click (without the need to access the database directly or setting up a Power BI dataset) and add the required models to Power BI governed by their Acterys (Active Directory/ Microsoft Account) user rights and audit trails.

So much for this month’s updates. See you in our next article.

Good game, well played.

Don’t Miss Out Mails with High Importance

It can be hard to follow up e-mails because of workload or you might overlook them. You can try creating rules on Outlook in order not to miss out your e-mails.

You can achieve optimum mailbox usage by creating a variety of rules based on your daily work routine and how you get your job done. This way, you can categorize your mails and separate your workload into different sections and respond your mails faster.

Outlook Rules

With rules, you can use your mails separately based on importance, subject, contacts or a lot of different scenarios on Outlook.

Receive Notifications for the Mails with High Importance

Wouldn’t it be nice to hear alert sounds and see a notification window on the screen when you receive an important mail?

Önem Derecesi Yüksek Maıller için Uyarı Sesleri Alma

In this article, we will create alert sounds and notification window for the mails marked as Important.

Play a Sound When Your Receive an Important Mail

We will execute the action on the File–>Manage Rules and Alerts window.

*With this rule, if the mail you receive is marked as High Importance, an alert sound will be played and notification window will be displayed for this mail.

Action Steps

You can start by choosing New Rule–> Play a sound when I get messages from someone. You can change all the necessary criteria for the rule with the Next button on a common screen all the time anyways. So, selecting the template is not that important.  So, you can choose Apply rule on messages I receive under the Start from a blank rule title.

Önemli Maıl Geldiğinde Ses Kaydı Çalma

Click next.

Step 1: unmark from people or public group.
Mark marked as important.

Step 2: Choose the Importance level by clicking the word “importance”. Click next.

Önem derecesi

In the new screen, you will see the Step 1: play sound option.

Step 2: Click play sound and choose the sound you want for the mails.

istenen sesi seçme

Scroll down and choose the Display a specific message in the new item alert window option.

Step 2: Write the message for the alert and move to the next screen.

Yeni Öğe Uyarısı penceresinde belirli bir ileti göster

Click next and get to the last screen.

Step 1: Specify a name for the rule.
Step 2: Select Run this rule now on messages already in “Inbox” and control the past data that meet this rule.

Close the rule window with the End button.

Gelen Kutusunda çalıştırma

Click the Apply button on the Rules and Alerts window to save the changes. If no new rules will be created, save and close the window.

Kurallar ve Uyarılar penceresi

You can take a look at here for the mail rules.

Don’t Miss Out Mails with Mail Alerts

It can be hard to follow up e-mails because of workload or you might overlook them. You can try creating rules on Outlook in order not to miss out your e-mails.

You can achieve optimum mailbox usage by creating a variety of rules based on your daily work routine and how you get your job done. This way, you can categorize your mails and separate your workload into different sections and respond your mails faster.

Outlook Rules

With rules, you can use your mails separately based on importance, subject, contacts or a lot of different scenarios on Outlook.

Create Mail Alerts with Outlook Rules

Wouldn’t it be nice to hear alert sounds and see a notification window on the screen when you receive an important mail?

Önem Derecesi Yüksek Maıller için Uyarı Sesleri Alma

In this article, we will create alert sounds and notification window for the mails marked as Important.

Mail Alerts

We will execute the action on the File–>Manage Rules and Alerts window.

*With this rule, if the mail you receive is marked as High Importance, an alert sound will be played and notification window will be displayed for this mail.

Action Steps

You can start by choosing New Rule–> Play a sound when I get messages from someone. You can change all the necessary criteria for the rule with the Next button on a common screen all the time anyways. So, selecting the template is not that important.  So, you can choose Apply rule on messages I receive under the Start from a blank rule title.

Önemli Maıl Geldiğinde Ses Kaydı Çalma

Click next.

Step 1: unmark from people or public group.
Mark marked as important.

Step 2: Choose the Importance level by clicking the word “importance”. Click next.

Önem derecesi

In the new screen, you will see the Step 1: play sound option.

Step 2: Click play sound and choose the sound you want for the mails.

istenen sesi seçme

Scroll down and choose the Display a specific message in the new item alert window option.

Step 2: Write the message for the alert and move to the next screen.

Yeni Öğe Uyarısı penceresinde belirli bir ileti göster

Click next and get to the last screen.

Step 1: Specify a name for the rule.
Step 2: Select Run this rule now on messages already in “Inbox” and control the past data that meet this rule.

Close the rule window with the End button.

Gelen Kutusunda çalıştırma

Click the Apply button on the Rules and Alerts window to save the changes. If no new rules will be created, save and close the window.

Kurallar ve Uyarılar penceresi

You can take a look at here for the mail rules.

Using the Table Format on Power Platform

When you get data from Excel to products like Power Apps and Power BI, you need to use this data in the table format. If there is a table in the Excel from which you’ll get the data,  it can be directly transferred to the system.
Even if the data is in an Excel on OneDrive, the situation is still the same. Data field should be formatted as Table.

Power Automate (MS Flow) – Excel Connection (OneDrive)

Power Apps – Excel Connection (OneDrive)

Using the Table Format

You can turn the existing data into a table by choosing Table in the Insert tab or in an Excel worksheet or you can start by inserting a new table. (The shortcut for creating a table in Excel is CTRL+L)


When you turn the data into a Table, it will be named as Table1. Every table you add to existing Excel will be named Table2, Table3 etc. When there are multiple tables, names are going to be confusing. In order not to be confused, you should rename all the tables in a meaningful way in Excel.

Defining Names

All table names in Power Apps data sources are displayed the way below and the same names are used in formulas. For this reason, the tables should be named before being connected to the platforms.

Excel Name Manager

View the existing tables from Formulas –>Name Manager. Click Edit–> Name and define and give a new name. The named table can be used in any platform that you want.

You can take a look at the details of creating and renaming a table.

You can click here to access the other Power Apps articles.

IDEAS

In this article, I will be talking about the Ideas fikirler/ideas  feature of Excel.

 

Explore your data in more detail with Ideas.

The Ideas button -one of the new features- explores the order within your data and offers smart and custom ideas by using that.
Ideas in Excel empowers you to understand your data through natural language queries that allow you to ask questions about your data.
Simply click a cell in a data range, and then click the Ideas button on the Home tab.
Ideas in Excel will analyze your data, and return interesting visuals about it in a task pane.

 

fikirler tablo

 

Creates dozens of artificial intelligence analysis and reports from the data in your table for you.

 

excel fikirler gif

 

On which data do Ideas work?

Ideas work best when data is formatted as an Excel table with a single title row on top.

Here is an example:

excel tablo

 

Ideas works best with clean, tabular data.

Here are some tips for getting the most out of Ideas:

  1. Ideas works best with data that’s formatted as an Excel Table. To create an Excel Table, click anywhere in your data and then press Ctrl+T.
  2. Make sure you have good headers for the columns. Headers should be a single row of unique, non-blank labels for each column. Avoid double rows of headers, merged cells, etc.
  3. If you have complicated, or nested data, you can use Power Query to convert tables with cross-tabs, or multiple rows of headers.

Didn’t get Ideas?

Here are some reasons why Ideas may not work on your data:

  • Ideas doesn’t currently support analyzing datasets over 1.5 million cells. There is currently no workaround for this. In the meantime, you can filter your data, then copy it to another location to run Ideas on it.
  • String dates like “2017-01-01” will be analyzed as if they are text strings. As a workaround, create a new column that uses the DATE or DATEVALUE functions, and format it as a date.
  • Ideas can’t analyze data when Excel is in compatibility mode (i.e. when the file is in .xls format). In the meantime, save your file as an .xlsx, .xlsm, or xslb file.
  • Merged cells can also be hard to understand. If you’re trying to center data, like a report header, then as a workaround, remove all merged cells, then format the cells using Center Across Selection. Press Ctrl+1, then go to Alignment > Horizontal > Center Across Selection.

We’re always improving Ideas

Even if you don’t have any of the above conditions, we may not find a recommendation. That’s because we are looking for a specific set of insight classes, and the service doesn’t always find something. We are continually working to expand the analysis types that the service supports.

Here is the current list that is available:

  • Rank: Ranks and highlights the item that is significantly larger than the rest of the items.

Line chart showing Payroll with noticeably higher Spend

  • Trend: Highlights when there is a steady trend pattern over a time series of data.

Line chart showing Spend increasing over time

  • Outlier: Highlights outliers in time series.

Scatter chart showing outliers

  • Majority: Finds cases where a majority of a total value can be attributed to a single factor.

Donut chart showing People accounting for the majority of Spend

See you in other articles, bye. 🙋🏻‍♂️

You can share this post with your friends and help them get informed as well.👍🏻

Remote Working Culture / BadgeCrawler

[mk_page_section][vc_column width=”1/6″][/vc_column][vc_column width=”2/3″][mk_fancy_title color=”#000000″ size=”20″ font_family=”none”]Working from home didn’t stop us from continuing our BadgeCrawler series that we publish every Sunday. We continue our series non-stop thanks to MS Teams.

If you are curious about how we -as PEAKUP- execute our workflow between departments while remote working and on which aspects we have started to work faster and more efficiently, you can watch the video below.[/mk_fancy_title][mk_button dimension=”savvy” url=”https://www.youtube.com/watch?v=15_v-JqgC14&t=21s” align=”center”]BadgeCrawler Remote Working Culture[/mk_button][/vc_column][vc_column width=”1/6″][/vc_column][/mk_page_section]

Guide to Remote Working (E-BOOK)

Remote working system has become more prominent and even an obligation through non-common online platforms, especially in Turkey. While cancelled meetings caused the workflow of companies in summits and events, the importance of sustaining the workflows has increased. Companies that have to keep people safe but also continue their work started to work on platforms with applications like Teams.

At this point, the “Digital Workplace” notion has reminded us how important it is once again.

Start Up Magazine/ KadirCan Toprakçı

[mk_page_section][vc_column width=”1/6″][/vc_column][vc_column width=”2/3″][mk_fancy_title color=”#000000″ size=”20″ font_family=”none”]THE FIRST MARKET

The best region that allows Start Ups to grow depends on the business model, target audience and products and service its offers. While Fintech and technology areas are more prone to London in UK, Berlin is more prominent in Germany. Especially the fact that London is the financial center of the world, makes UK appealing for the Start Ups. PEAKUP that has been in the first 50 companies in Deloitte Technology 2019  Fast 50 Turkey Program 3 years in a row, has entered the international market by opening an office in London. COO Kadir Can Toprakçı said: “First, we created sales channels with local sources after entering the international market. “[/mk_fancy_title][/vc_column][vc_column width=”1/6”][/vc_column][/mk_page_section]

Send E-Mails with Attachments Weekly with Power Automate

Do you send the latest version of the excel file on which you work with your team to your manager? Spare 10 minutes of your time now and create your own flow with Power Automate and send your e-mails with Excel attachments to your manager automatically every week at any hour your want.

When you want to create a flow, you start off with an action (trigger). The flow we will create needs to be run automatically every week, so we will start the flow with the Recurrence(Schedule) trigger.
*If you want, you can do monthly, daily, hourly controls.

In the next step, we need to indicate the location of the file that we want to send as an attachment to the flow. Thus, we need to add the related connector (for example: OneDrive) to the action flow. This way, the file we want to send with mail attachment will be accessed.

Actions are very short and simple. You can follow the steps below and create the flow quickly.

Power Automate Steps

  • Recurrence(Schedule) -> For weekly control
  • OneDrive(Get File Content)->
  • (List Files in Folder)-> To get the data there
  • To be able to choose the one we want among the files we have called Add Condition- > (We get the control of the file we want to call by writing [Name without Extension=ExcelName] through Name without Extension.
  • This action brings the apply to each command to the screen automatically ->
    Power Automate Uygulama Adımları 
  • If the condition is met, to send the mail: we need to add the content coming from OneDrive to the attachments content field in the Advanced Options in Outlook (Send an e-mail). Also, we need to fill in the attachments name field.
    mail atma işlemi

You can send the latest version of your Excel file in Outlook mail attachment with Recurrence(Schedule) control every week by following the steps above.

We Had “Digital Strategy” Breakfast at our Office

[mk_page_section][vc_column width=”1/6″][/vc_column][vc_column width=”2/3″][mk_fancy_title color=”#000000″ size=”20″ font_family=”none”]We has “Digital Strategy” breakfast in our office and talked about the inspiring digital development applications for the Human Resources in 2020. We kindly thank everyone who participated in our event where we talked about topics like the role of change of the HR and reasons of digital transformation.

[/mk_fancy_title][mk_image src=”https://peakup.org/wp-content/uploads/2023/12/peakup_instagram_breakfast_5-1.png” image_size=”full” align=”center”][mk_image src=”https://peakup.org/wp-content/uploads/2023/12/peakup_instagram_breakfast_1-1.png” image_size=”full” align=”center”][mk_image src=”https://peakup.org/wp-content/uploads/2023/12/peakup_instagram_breakfast_4-1.png” image_size=”full” align=”center”][/vc_column][vc_column width=”1/6″][/vc_column][/mk_page_section]