Friday, September 12, 2025
HomeBusiness IntelligenceGood Practices: At all times Show the Reporting Atmosphere

Good Practices: At all times Show the Reporting Atmosphere


Good Practice: Always Display the Reporting Environment

Once you work on real-world initiatives in energy BI, you’d most likely have completely different environments Like DEV, UAT, Pre-Prod and Prod. It is necessary for you and your viewers to know what the information is coming from. Am I taking a look at Dev or UAT information or I’m truly taking a look at actual information in Manufacturing setting. You might have requested or been requested with a query like “The place the information is coming from?”. It is very important understand how reliable the information you’re analysing is. On this submit I present you a straightforward technique to present the setting your Energy BI report is related to.

How It Works

To show the setting identify you employ question parameters, then you definitely reference that parameter, flip it to a desk and add columns to indicate the environments accordingly. Straightforward proper?

Learn extra about question parameters from an inventory output right here.

Relying in your state of affairs the implementation could be barely completely different, however the principals are the identical. On this submit I take advantage of a SQL server database. Subsequently I have to Parameterise server identify. in actual world you may additionally have to parameterise the database identify. Once more, in case your case is kind of completely different, like when you get information from Excel, then the Excel path could be completely different for various environments. Let’s dig-in.

  • Open Question Editor
  • Click on “Handle Parameters”
  • Click on “New”
    • Enter “Identify” and “description”
    • Tick “Required”
    • Choose “Textual content” in “Sort”
    • Choose “Checklist of values” in “Prompt Values” and kind in server names for various environments
    • decide a “Default Worth” and “Present Worth”
    • Click on OK
Creating new parameter in Power BI Query Editor

To this point you created a brand new parameter that can be utilized to get information from a SQL Server information supply.The following steps present you methods to use that parameter to indicate the environments in your experiences.

  • Proper click on on the “Servers” parameter and choose “Reference”
Referencing query parameters in Power BI Query Editor
  • This creates a brand new question referencing the parameter’s “Present Worth”
  • Rename the question to Environments
Current Value of a Query Parameter in Power BI Desktop
  • Click on “To Desk” button from “Convert” part from the ribbon
Convert Query Parameter value to table in Power BI
  • Rename the “Column1” column to “Server”
  • from “Add Column” tab from the ribbon click on “Customized Column”
  • Sort in a reputation for the brand new column
  • within the formulation kind one thing the next (the formulation could be completely different in your case)
if [Server] = ".SQL2017" then "" else if [Server] = ".SQL2019" then "UAT" else "Dev"
Add a new custom column to the query in Power BI Query Editor

I don’t need to present something once I change to manufacturing server so I put “null” for my manufacturing server.

We’re nearly accomplished. The one remaining piece of the puzzle could be making use of the modifications and put the setting in a Card visible in our report.

  • Click on “Shut & Apply” from “House” tab from the ribbon
Apply changes to the query in Query Editor in Power BI
  • Now put a Card visible on the report canvas
  • Choose “Atmosphere” column
  • Disable “Class Label” from the Card

All accomplished!

Using Card Visual in Power BI Desktop

Now let’s check it.

  • From “Edit Queries” button from “House” tab click on “Edit Parameters”
Edit prarameters' values in Power BI Desktop
  • Swap parameter worth by deciding on a distinct worth from the listing
  • Click on OK
Switch parameter value by selecting a different value in Power BI Desktop
  • Click on “Apply Adjustments”
Applying changes when editing query parameter value in Power BI Desktop

There we go. It’s working completely.

Changing query parameters value in Power BI Desktop

Here’s a screenshot of a report constructed with the identical method that clearly exhibits the setting the report is related to. After I choose a manufacturing server then the cardboard exhibits nothing so it’s could be invisible in manufacturing setting whereas in different environments it’s fairly clear which setting my report is related to.

Displaying Environment in Power BI

Have you ever ever used this system? Have you ever confronted any challenges? Have you ever accomplished it in another way? Please share with us your ideas within the remark part beneath.


Uncover extra from BI Perception

Subscribe to get the most recent posts despatched to your e-mail.

RELATED ARTICLES

Most Popular

Recent Comments