PL-300 – Section 35: Part 4 Section 4 – Dashboards Part 2

264. Add a Dashboard Theme

In this video, we’re going to have a look at Dashboard Themes.

And we’ve already had a look at themes in Power BI. When we were going into the themes, we were able to say, well actually, I want my page to be of a particular theme. And that alters the colours, might alter the background, it could well do quite a few things. So, what I’m doing is I’m going to save this as another visualisation.

I’m going to call it no raw level security, and I’m going to take the raw level security off this particular version. So, let’s just delete all of these raws, so that everybody’s got access to everything. And I’m going to publish this to Power BI. You’ll see why later on in this video. Right, now that’s been published, so if I don’t even need to refresh it there we have the no RLS. So, dashboard themes very simple to use, click on the dot-dot-dot (…) and dashboard theme of a particular dashboard.

There are four dashboards themes that you’ve got available, light, dark, so light is the default, there is dark, colorblind friendly. So, know that what is it 80% of males have some form of colour blindness and about no point 8% of females, and then a custom. And you can choose a background image, we recommend having a background image of at least 1920 by 1080. So, in other words, the size of a normal screen, got background colour, a towel colour, a fun colour, and whether it is sea through.

Now, you’ll also notice that there is a option for an upload JSON theme and the download JSON theme. So, what is that all about? Well, lots of people are content with just having free choices plus a custom one, they want to have their own theme and that they can use it on other dashboards. And in the themes gallery, which you can see here, community the powerbi.com. We have lots of different themes. So, if I choose, say, this awesome theme, got a report, this is actually a real Power BI report, which you can manipulate as normal, but the key about this, is what’s below, we have the JSON, we have the actual code to get it working. So, what is JSON if I open it up? See if I can open it up in notepad. It is just a normal text file, which has a very specific coding. So, the name of this theme is autumn, here’s the data colours, here’s the background, here’s the foreground and in the table accent, we’ve got this and visual styles and then it starts listing. You don’t need to worry about what all of this is, you don’t even need to open any of these JSON’s to be able to use it. So, what I’m going to do, is I’m going to upload a JSON theme. So, I’m going to go to my downloads, that’s my palette. And, so there is my new theme. So, we can see that it is actually fairly similar to the sort of theme, maybe, if I go back and choose a dark theme. So, like this one, your 91 likes, so again, just download it, upload it, so don’t even have to open it, and there we go, that’s his theme. So, actually I prefer the first one for this particular idea. I’m just going to change it to dark, just for people to highlight this better. You noticed that this visualisation that we have pinned from a report is now dark, it uses the dashboard thing. However, this live page that we have done because it is a live page, it uses the report theme.

Now, what happens if I have a report which has a theme such as this one, and I want to pin something from this report, not the entire page, but just a particular visualisation into my dashboard. So, let’s do that now. And you’ll notice we have got an extra dialogue box option here called theme tiling. Do you want to use the theme which is on the dashboard, the destination theme, or do you want to use the current theme, the theme that’s on the report?

So, let’s do this using the new dashboard theme, and then let’s do this again using the current theme, and then we can see whether there’s a difference. So, let’s go back to our dashboards overalls, scroll down and so we can see this pie chart is using the dashboard theme, and this is using the report theme.

Now, you will only see this extra dialogue box, if you Power BI desktop, you have set up your report to have a theme.

So, let’s just look at this again. So, dashboard themes, they work with things which are pinned but not live pages, so just visualisations. If your report already has a theme that asked you to choose, they can be viewed on mobile devices.

However, creating a dashboard theme can only be done in Power BI service. There are some other things that dashboard themes cannot be applied to, SQL Server Reporting Services tiles, iframe tiles, images, and workbook tiles. And if you don’t Know what iframe tiles are, they are part of Web coding SQL Server.

Basically, you don’t need to know any of that very last bit. The major thing is there can’t be used with pinned live report pages because you are looking at the report rather than looking at the dashboard itself.

So, this is dashboard themes.

265. Apply or Change Sensitivity Labels

In this video, we’re going to talk about data sensitive labels. So, what does that mean? Well, some data is more sensitive than others. You might be looking at the European GDPR, the General Data Protection Regulation, or, maybe, the California version. And you may just have to have a big highlight that this data is sensitive, be careful.

Now, if you want to use sensitivity labels, then first of all, it needs to be turned on by your administrator. So, if you are the administrator, you can go to settings and admin portal and you will see a lot of different things that you can do.

Now, if you are not the administrator and you go to settings and then admin portal, I’ve only got two things and neither of them are much use. Here, I’m logged in as an administrator and I’m in the admin portal tenant settings. So, let’s go down to the information protection. So, the first thing allow users to apply sensitivity labels for Power BI content. So, can labels be added? So, you can enable it or disable it for the entire tenant, the organisation or to specific security groups or exclude specific security groups? The second option is to allow sensitivity labels from data sources to be applied to Power BI. The third, well, if I’ve got something and it goes downstream. So, for instance, maybe, I have a dataset that is confidential. Well, then, perhaps, the reports and dashboards that are created on that dataset, should also be marked confidential. Maybe, I’ve got a report that’s marked confidential, but if I pin anything from that report to a dashboard, then that dashboard should probably say confidential as well. Additionally, I can allow workspace admins to override automatically applied sensitivity labels. And here’s the big one, I can restrict content. We’ve protected labels from being shared via link with everyone in your organisation. So, the first lot is all about, well, is it confidential? Is it highly confidential? This is about, “Okay and what do we do about it?” So, let’s assume that you have enabled sensitivity labels for Power BI content. So, what I’m going to do is I’m going to go to my workspace and you can see that I can put sensitivity on datasets, data flows and also on content. So, what I’m going to do is add the sensitivity to this dashboard. So, if a click on the dot-dot-dot (…) and go to settings and scroll down, you can see the sensitivity label here and I can make it highly confidential, confidential or no sensitivity. So, what’s the difference between non and no sensitivity? Non means I haven’t looked at it, no sensitivity means I have looked at it and it has no sensitivity. So, I’m going to mark this as confidential. So, I click save and now you can see that this dashboard is now marked as confidential. So, if I was now to go to this dashboard, then you can see right at the top, it says overall confidential. So, it is marked there. So, if I go back to my workspace and go to datasets and data flows, I can apply this to a particular dataset. So, let’s have a look at for instance, category and subcategory. So, I’ll go to settings again.

Now, notice this is going to be different, because this is a dataset. Instead, I get to this sort of interface and I can go to sensitivity label here and I can mark this as say highly confidential and you can see I can apply it to the downstream content. So, for instance from a dataset, reports and dashboards, that may be based on data from this dataset. So, I’ll click apply and there we can see that it has been added and it might impact other things going down. So, if I were now to go back to my workspace, you can see that this category and subcategory is now highly confidential as is the report. And also any dashboards that contain information from that report. So, it flows downwards. So, what I’m going to do is, I’m going to get rid of that. I’ll go back to settings and I’ll say that it is non.

Now, we can also apply data sensitivity when you’re working with Power BI Desktop. So, let me go to that. And we’ve got in the home menu a sensitivity section.

Now, if it is greyed out, there may be a few reasons for this. First of all, you may not be signed in. So, sign in if you need to. Secondly you must have a Power BI Pro or Premium per user licence and sensitivity labels must be enabled for your organisations as we saw earlier. So, if all of that is fine, then you can say, “Okay, this dataset is confidential, “highly confidential.” It has no sensitivity or if none of these are checked, then that is the equivalent of just saying non. So, that’s the equivalent of saying non here.

So, this is data sensitivity. So, you can say a particular dataset is confidential or highly confidential or no sensitivity whatsoever. And when you got to that particular dataset or report or dashboard, you’ll see it at the top. So, the most important thing is what has been enabled on your particular admin tenant? So, have they allowed sensitivity labels to be added? Are they restricting content from being shared via link with everyone? And if you have allowed users to apply sensitivity labels and if you’re signed in and lots of other things, then you can go to home, sensitivity in Power BI Desktop and apply your sensitivity labels there.

266. Configure Data Alerts

Now, data keeps changing, and, maybe, you need to know, if it goes over a critical amount. Maybe, you’ve got a number of sales to do per day, or the profit is too low or, maybe, you’ve got a negative amount in the bank account. And you can do this using alerts.

Now, alerts can’t be done on every tile, for instance try and get an alert when a pie chart changes, it doesn’t make much sense. So instead, there are three types of tiles you can get alerts to; a number tile, otherwise known also as a card, a KPI tile and a gauge tile. So, what I’m going to do in fact internet sales, I am going to have the total of the sales amount. So that is 29 million, and this is in a separate page just to isolate it from everything else. So, now I’m going to publish it to Power BI, so it’s going to impact on one report, remember a report has a single dataset, and it is possible that a single dataset may have more than one report. And it’s going to impact multiple dashboards because they are just clipits snippets of reports. So, let’s go back in to our Power BI Service, and we’re going to our report, which is now two pages and we have this 29.36 million figure. Well, I’m going to pin this into my overall dashboard. And it will be somewhere here, yes, so I’m going to drag this up to top, so I need to know when this changes. So, I’m going to click on the data dot next to it and go to Manage Alerts. So notice that Manage Alerts isn’t there for other types of tiles. So, I’m going to manage alerts for this number tile or card. I’m going to add a new Alert rule. So, I want to know when it changes at all, and for that the condition is above zero, but one time instantly being informed of its current are you? No, Alerts are only sent if your data changes. So, above zero means any change, obviously, in the not using negative numbers.

Now, how often do you want to be alerted? Once an hour at maximum or once every 24 hours? Well, good to say, every hour, and send me email as well.

Now, there is another product called Microsoft power automate, that’s not part of the certification, not part of this course. But if you want additional actions, you can use that. And you can also set a title for the alert. So save and close, and it’s done, and I can edit it by going on the data dot and Manage Alerts. So, I can edit, I can pin it and so forth. So, let’s go back into our dataset and I’m going to edit this Query. What I’m going to do, is I’m going to append this Query, we’ve covered this in part two of this course, and I’m going to append it to itself. So that will double the number of roles close and apply and therefore double the sales amount that goes off and 29 million once the query changes have been applied to 58 million. So, let’s save this, and let’s republish this. And we will see what happened, obviously, this might take up to an hour, so I’m going to pause the video here and see what happens. But let’s just make sure that it has actually worked. We’ll go into our report, refresh, and now we have 58 million. Well, it turns out I didn’t need to wait an hour apart two minutes later, I received this email.

So, Alert for sales amount, dashboard. Never the dashboard is overall, the measure without the actual alert layout for sales amount, current value 58 million threshold zero, like, got these little buttons, go to dashboard and get insights. We’ve also got in the Power BI service, a notification and you can see it’s above the threshold of zero.

Here’s more details about it, and again, we can have a look at the Manage Alerts. And you can see it’s what’s been sent what has been sent is what we wanted an email. We wanted it when it was above zero. So, you can do this for your own metrics as well. So, you can see when something changes, I want to be alerted, maximum every hour or every 24 hours.

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