Energy BI Synonyms, Take Q&A Expertise to the Subsequent Stage

In April 2016 a bunch of incredible options added to Energy BI Desktop. A few of these options like Question Parameters, Energy BI Templates and new drill motion to see information shortly grasped my consideration. I wrote about Question Parameters earlier than. You may discover ways to use Question Parameters in Energy BI Desktop right here or some extra difficult use circumstances like Question Parameters and SQL Server 2016 Dynamic Knowledge Masking (DDM) right here.

One other cool characteristic is including Synonyms to the mannequin. Energy BI Synonyms can considerably enhance the Q&A and question expertise. With synonyms we are able to now add another types of names for our tables, columns and measures in Energy BI Desktop mannequin which makes utilizing Q&A even simpler for our prospects to search out what they’re in search of. The shoppers don’t know all desk,  column or measure names. Defining widespread separate listing of names for tables, columns or measures makes Q&A way more helpful.

As an illustration, we are able to add the next synonyms:

Be aware: The next tables and columns are  from AdventureWorksDW.

Authentic Title Object Kind Synonym
FactInternetSales Desk Web Gross sales, InternetSales
OrderQuantity Column Order Amount, Order Qty, ord qty
SalesAmount Column Gross sales Quantity, Gross sales Amt, Web Gross sales Quantity, Web Gross sales Amt
TaxAmt Column Tax Quantity, Tax Amt
Freight Column freight
OrderDate Column order date

It’s simple to setup synonyms in Energy BI Desktop. Swap to relationship view then click on “Synonyms” from “Modeling” tab from the ribbon. Then merely enter the synonyms.

Power BI Desktop Synonyms

After we publish a Energy BI Desktop mannequin to Energy BI Service, the synonyms will play a fantastic function in Q&A in order that when the client sorts “ord qty” the Q&A engine will recognise it as “OrderQuantity” and shows the outcomes. It’s actually cool isn’t it?

However, let’s suppose a bit bit out of the field. What if we add some translations as synonyms? Hmm. I believe it could be actually nice {that a} Spanish buyer can sort Spanish column names in Q&A reasonably than English. I added some translations to FactInternetSales columns and DimDate columns.

Power BI Desktop Synonyms

Due to Google translate for French and Spanish translations. Sorry French and Spanish guys if the interpretation appears to be like humorous. Smile

Now I publish the mannequin to Energy BI Service. To take action, simply click on on “Publish” from “Dwelling” tab from the ribbon.

Publish Power BI Desktop Model

We are able to use Q&A in Energy BI dashboards, so we have to log into Energy BI service

  • Click on “Create dashboard” (Power BI Service Create Dashboard)
  • Enter dashboard’s title

Power BI Service Create Dashboard

To hyperlink a dataset to a dashboard we have to pin a visible from a report that’s created on of of a dataset. We are able to additionally pin the entire report back to the dashboard. So a dashboard will be linked to many alternative datasets.

  • Click on the report we printed from Energy BI Desktop
  • Click on “Pin Reside Web page” (Pin Visual)
  • Choose the dashboard we created earlier from the present dashboards dropdown listing then “Pin dwell”

Power BI Service Pin Live Page to Dashboard

  • Click on the ellipsis button proper to the dashboard we created earlier
  • Click on “Settings”

Power BI Service Dashboard Settings

  • Be certain “Present the Q&A search field on this dashboard” is ticked. If it isn’t already ticked, tick the field
  • then “Apply”.

Power BI Service Dashboard Settings Enable Q&A

  • Open the dashboard we created earlier
  • There ought to be a Q&A field on prime of the dashboard
  • Begin typing within the Q&A field (I typed Gross sales Quantity for Calendar Yr in French)
  • Pin the visible to the dashboard

Power BI Service Dashboard Q&A Query

Power BI Service Dashboard Pin Visual

As you see it labored completely. I typed one other question in Persian and right here is the end result:

Power BI Service Dashboard Q&A Query

Right here is one other question combining completely different languages:

Power BI Service Dashboard Q&A Query

It’s trivial that we nonetheless must sort some key phrases in English if wish to, as an example, change the chart sorts. Have a look at the beneath question:

Power BI Service Dashboard Q&A Query

We are able to use synonyms to make Q&A extra helpful for the top customers. So including translated columns based mostly on the top person’s language can be a fantastic concept. Nevertheless, we have to make it clear to the top customers that they nonetheless want to make use of the key phrases in English to get essentially the most out of Q&A. Some languages are proper to left so it’s essential to change the keyboard structure a number of instances to write down a Q&A question. This is perhaps fairly complicated for the customers. So relying in your case chances are you’ll or might not add column translations as synonyms.

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