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Welcome!
Power BI User Group (PUG)
Toronto
Extending Power BI With
Your Own Custom Visual
Jan Pieter Posthuma
DataScenarios
Welcome to Extending Power BI With Your
Own Custom Visual
• In this session we will look at the process of developing Custom
Visuals for Power BI.
Session Agenda
• Introduction
• Developing
• Technical Demos
Presentation: http://bit.ly/pbiworldtour
Demos: http://bit.ly/pbiworldtour-demo
Who am I?
• 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 [∞]
• Contact
• mail@datascenarios.nl
• https://twitter.com/jppp
• https://linkedin.com/in/jpposthuma
• https://github.com/liprec
Extending Power BI With Your Own Custom Visual
Develop custom visuals
quickly with Microsoft’s
open-sourced,
production-quality
visualization code
Present data in the way that makes
best sense to your users
Leverage the visualization
framework, test suite and tooling
to build the right
custom visuals for your app
Gallery: store.office.com
Custom Visuals Platform
History
• Since beginning of the new Power BI (Summer 2015)
• Beginning 2016: visuals are running in a ‘sandbox’ environment
• August 2016: new Power BI API available, current version: v.1.7.0
• March 2017: Migration to Office Store: Version API required
• July 2017: Integration with Office Store and Certified visuals
• Next: https://github.com/Microsoft/PowerBI-
visuals/blob/master/Roadmap/README.md
Extending Power BI With Your Own Custom Visual
Tools needed
• NodeJS 4.0+ Required (5.0 recommended)
• https://nodejs.org/
• PowerBI-Visuals-Tools
• npm install -g powerbi-visuals-tools
• SSL and Debug visual: https://github.com/Microsoft/PowerBI-
visuals/blob/master/tools/README.md
• Visual Studio Code
• https://code.visualstudio.com/download
• PBIViz CLI addin:
https://marketplace.visualstudio.com/items?itemName=liprec.vscode-start-pbiviz
• Enable ‘Developer Visual’ in Power BI Admin portal
Power BI Custom Visual API
IVisual module
methods
(init, update, …)
enumerateObjectInstances
dataView
Formatting
pane
Power BI Custom
Visual
capabilities.jsonvisual.ts
Interaction via code
Report canvas
Folder structure
> pbiviz new <visualname>
.api
.vscode
assets
src
style
capabilitises.json
pbiviz.json
tsconfig.json
API schemas
Visual Studio
Code settings
Icons /
screenshot
Capabilities definition – dataview
binding, formatting pane
Power BI Visual definition, like
name, author, externalJS files,
TypeScript config file
list of .ts files needed (incl. typing)
Source files – must included in
tsconfig.json
Style file – included in pbiviz.json.
Less supported
Extending Power BI With Your Own Custom Visual
Extending Power BI With Your Own Custom Visual
Creation Coding Testing Packaging Submission
Custom Visual SDK
PowerBI.com
Office Seller
Dashboard
Custom visual development lifecycle
Publish to the gallery
• Extension of your audience
• More (test) scenario’s
• ‘Monkey testing’
• More browsers
• Support
• Power BI is a moving target!
• Not all things can be tested (agile)
• All types of users
• 80%-20% rules apply for
• Development
• Testing
• Patience
Resources
• Power BI Custom Visuals documentation
https://github.com/Microsoft/PowerBI-visuals
• Power BI CLI tools
https://github.com/Microsoft/PowerBI-visuals-tools
• Power BI Core Visuals (old visuals, but good for reference)
https://github.com/Microsoft/PowerBI-visuals-core
• Visual Studio Code
https://code.visualstudio.com/download
• PBIViz addin
https://marketplace.visualstudio.com/items?itemName=liprec.vscode-start-pbiviz
• Certification Requirements
https://powerbi.microsoft.com/en-us/documentation/powerbi-custom-visuals-
certified/
Start coding
• Clone or download
https://github.com/Microsoft/PowerBI-visuals-sampleBarChart
npm update
pbiviz start
• Open a report, upload some data
In www.powerbi.com, go to Get Data
Open a report once you’re done.
Edit the report
Click the developer visual
Bind some data
• Press F12 to debug
Use the browser debugger to see what’s happening
Hint: add debugger; to the constructor (makes debugging easier)
Thank you for Attending!
Don’t forget to join your local PUG to
enjoy year-round networking and
learning.
www.pbiusergroup.com/Toronto

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Extending Power BI With Your Own Custom Visual

  • 1. Welcome! Power BI User Group (PUG) Toronto
  • 2. Extending Power BI With Your Own Custom Visual Jan Pieter Posthuma DataScenarios
  • 3. Welcome to Extending Power BI With Your Own Custom Visual • In this session we will look at the process of developing Custom Visuals for Power BI.
  • 4. Session Agenda • Introduction • Developing • Technical Demos Presentation: http://bit.ly/pbiworldtour Demos: http://bit.ly/pbiworldtour-demo
  • 5. Who am I? • 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 [∞] • Contact • [email protected] • https://twitter.com/jppp • https://linkedin.com/in/jpposthuma • https://github.com/liprec
  • 7. Develop custom visuals quickly with Microsoft’s open-sourced, production-quality visualization code Present data in the way that makes best sense to your users Leverage the visualization framework, test suite and tooling to build the right custom visuals for your app Gallery: store.office.com
  • 9. History • Since beginning of the new Power BI (Summer 2015) • Beginning 2016: visuals are running in a ‘sandbox’ environment • August 2016: new Power BI API available, current version: v.1.7.0 • March 2017: Migration to Office Store: Version API required • July 2017: Integration with Office Store and Certified visuals • Next: https://github.com/Microsoft/PowerBI- visuals/blob/master/Roadmap/README.md
  • 11. Tools needed • NodeJS 4.0+ Required (5.0 recommended) • https://nodejs.org/ • PowerBI-Visuals-Tools • npm install -g powerbi-visuals-tools • SSL and Debug visual: https://github.com/Microsoft/PowerBI- visuals/blob/master/tools/README.md • Visual Studio Code • https://code.visualstudio.com/download • PBIViz CLI addin: https://marketplace.visualstudio.com/items?itemName=liprec.vscode-start-pbiviz • Enable ‘Developer Visual’ in Power BI Admin portal
  • 12. Power BI Custom Visual API IVisual module methods (init, update, …) enumerateObjectInstances dataView Formatting pane Power BI Custom Visual capabilities.jsonvisual.ts Interaction via code Report canvas
  • 13. Folder structure > pbiviz new <visualname> .api .vscode assets src style capabilitises.json pbiviz.json tsconfig.json API schemas Visual Studio Code settings Icons / screenshot Capabilities definition – dataview binding, formatting pane Power BI Visual definition, like name, author, externalJS files, TypeScript config file list of .ts files needed (incl. typing) Source files – must included in tsconfig.json Style file – included in pbiviz.json. Less supported
  • 16. Creation Coding Testing Packaging Submission Custom Visual SDK PowerBI.com Office Seller Dashboard Custom visual development lifecycle
  • 17. Publish to the gallery • Extension of your audience • More (test) scenario’s • ‘Monkey testing’ • More browsers • Support • Power BI is a moving target! • Not all things can be tested (agile) • All types of users • 80%-20% rules apply for • Development • Testing • Patience
  • 18. Resources • Power BI Custom Visuals documentation https://github.com/Microsoft/PowerBI-visuals • Power BI CLI tools https://github.com/Microsoft/PowerBI-visuals-tools • Power BI Core Visuals (old visuals, but good for reference) https://github.com/Microsoft/PowerBI-visuals-core • Visual Studio Code https://code.visualstudio.com/download • PBIViz addin https://marketplace.visualstudio.com/items?itemName=liprec.vscode-start-pbiviz • Certification Requirements https://powerbi.microsoft.com/en-us/documentation/powerbi-custom-visuals- certified/
  • 19. Start coding • Clone or download https://github.com/Microsoft/PowerBI-visuals-sampleBarChart npm update pbiviz start • Open a report, upload some data In www.powerbi.com, go to Get Data Open a report once you’re done. Edit the report Click the developer visual Bind some data • Press F12 to debug Use the browser debugger to see what’s happening Hint: add debugger; to the constructor (makes debugging easier)
  • 20. Thank you for Attending! Don’t forget to join your local PUG to enjoy year-round networking and learning. www.pbiusergroup.com/Toronto