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Build a custom visual for Microsoft Power BI and Excel from scratch in 15 minutes

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Presentation on theme: "Build a custom visual for Microsoft Power BI and Excel from scratch in 15 minutes"— Presentation transcript:

1

2 Build a custom visual for Microsoft Power BI and Excel from scratch in 15 minutes
Jan Pieter Posthuma DataScenarios

3 Session Agenda Introduction Developing Demo – Custom Visuals
Demo – Custom visuals in Excel

4 Jan Pieter Posthuma Microsoft Data Consultant
DataScenarios – Data Consultancy Company Architect roles at multiple projects Creator of Power BI Custom Visuals HierarchySlicer [∞] Box and Whisker chart [∞] D3js Visual [∞] Contact

5 What are custom visuals?
11/10/ :14 AM What are custom visuals? A visualization extension platform, JavaScript based, to enable the creation of visualizations that would make it easier to understand the data and retrieve insights from the data. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6 Power BI Custom Visuals Platform
11/10/ :14 AM Power BI Custom Visuals Platform Developer tool Open Source APIs & Utils Import D3, jQuery, WebGL, etc… Debugging and testing See what you code Sideload into Power BI to test anytime, anywhere R scripting Advanced analytics visualizations Interactive Marketplace Developer portal Integrated into PBI clients Global reach - © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7 The Business Value of Custom Visuals
PBI users Is using custom visuals February 2018 A Leader in Analytics & BI Platforms Organizational Store Certified Visuals Administrator Control Intuitive visual consumption of data Over 150 visuals in the marketplace Build or buy tailor-made visuals Enterprise ready Differentiator in the market

8 Why Develop Custom Visuals?
11/10/ :14 AM Why Develop Custom Visuals? Build a unique expertise in the BI solution providers domain Enrich your solution portfolio Eye catching reports and dashboards – Go beyond the usual pie/bar charts © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9 Custom visuals partner offerings

10 11/10/ :14 AM Development © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11 Tools needed NodeJS 5.0+ Required. (v5 – 8 are confirmed to work with pbiviz) PowerBI-Visuals-Tools npm install -g powerbi-visuals-tools Create and install user SSL certificate: visuals/blob/master/tools/CertificateSetup.md Visual Studio Code PBIViz CLI addin: pbiviz Enable ‘Developer Visual’ in Power BI user settings

12 Custom Visuals Core Concepts
Capabilities.json Data Roles – Properties in fields list Objects – Properties in formatting pane

13 Custom Visuals Core Concepts
Capabilities.json dataViewMapping – binding the data roles Data Roles Data Model

14 Custom Visual Lifecycle
Create Code Test Package Submit Developer Tool Windows Dev Center Your favorite IDE Marketplace Data Analyst Developer External libraries APIs PowerBI.com Learn more: Feedback

15 What’s new in custom visuals
11/10/ :14 AM What’s new in custom visuals New Available Preview © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16 Report page tooltips Enable users to use page tooltips
11/10/ :14 AM Report page tooltips Enable users to use page tooltips Report Page Tooltip: Was released in preview version on March 2018. Report page tooltips, lets you use visuals in your own custom designed tooltips. In other words, this feature lets you design a report page to be used as a custom tooltip for other visuals in your report. How do we do that? First start designing your tooltip you want to show, it can include one visuals or more, core or custom visual. Once you are done you can either tie this custom designed tooltip to a specific page or you can manually set it to a specific visual that support tooltip.  The changes we made to support tooltip © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17 New Documentation Site For Developers
Grow the ecosystem New Documentation Site For Developers New Documentation Site For Developers Developer Center: New Github.io:

18 API version 2.1 New version tooling with Typescript 2.8 support
ECMAScript 2015 (ES6) modules support Webpack support Roadmap MultiColumn JsonFilter

19 Demo – Custom Visuals 11/10/2018 12:14 AM
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

20 Custom visuals in Excel
Integrate into Excel’s Charting experience Expand your potential audience 100’s of millions of Excel users worldwide Write Once, run in both Power BI and Excel Let’s see it in action…

21 Demo – Custom visuals in Excel
11/10/ :14 AM Demo – Custom visuals in Excel © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

22 Custom visuals in Excel – Key Points
Now in public Preview Custom visuals in Excel – Key Points Expand your potential audience 100’s of millions of Excel users worldwide Intuitive insertion experience All Chart users are potentially Custom Visuals users Tailored store experience Focused on just Custom Visuals Common UI controls Consistent experience across all visuals Enterprise Ready Deploy it just like any Office Add-in

23 Supported Features Unsupported features are ignored in Excel workbooks. You only need to build one visual for use in both applications. Custom visuals connect directly to data, therefor: Must be a contiguous range of cells Oriented with data fields as columns and records as rows Pre-processed with any desired calculations (including aggregations) Capabilities dataViewMappings: Categorical Basic object types: bool, enumeration, fill, integer, numeric, text API Methods/Properties : persistProperties, colorPallette

24 Sign-up for Custom Visual updates at http://aka.ms/xlcvdev

25 11/10/ :14 AM Session resources Custom visuals marketplace (AppSource) Developer documentation developer-tools Developer guides on GitHub Custom visuals SDK Contact custom visuals support team Custom visuals community site Hands on lab B1C403 Use this slide to share additional content available that attendees should know about. In this section you can call out whitepapers or websites that you and your team have created. © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

26 Q&A

27 Don’t forget to join your local PUG to enjoy year-round networking and learning.


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