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NetSuite Expands Integration Capabilities with new REST Web Services

March 20, 2020 NetSuite

Posted by Tomas Novotny, Senior Product Manager, SuiteCloud Platform – Integration

SuiteCloud SuiteTalk REST Web Services are now generally available for all Oracle NetSuite products, extending a robust set of complementary SuiteTalk SOAP web services that have been part of NetSuite’s core integration solution for several releases. Including REST web services in SuiteTalk provides developers and administrators with even more options for integrating NetSuite with external applications, environments and data sources.

REST is a modern, lightweight, easy-to-use application program interface (API) based on a widely adopted architectural style. SuiteTalk delivers a full range of REST APIs exposed via a standard web services interface, securely accessible from external client applications.

REST web services provide users with seamless access to NetSuite record metadata, support API discoverability, offer link-based navigation and give users a uniform approach to interacting with both custom and standard records.

Another benefit: no server-side coding or management of custom scripts is necessary as is the case with server-side RESTlet scripts used to extend SuiteScript APIs when building REST-based integrations.

Here are some of the SuiteTalk REST Web Services Highlights from the latest update:

Metadata – Web services metadata provides schema defining each contract, enabling developers to dynamically discover API endpoints. This metadata contains all available resources such as records, data formats, values for input and output fields and supports HTTP methods and query parameters. Metadata can be returned either as JSON Schema, or via OpenAPI 3.0 (Swagger) format.

CRUD Operations – Create, Read, Update and Delete operations are now supported on records, sublists and subrecords within the parent record, and developers can make use of internal and external IDs to identify and reference these records. Additionally, upsert operations are now fully supported. It’s also possible for control the level of expansion for record subresources (sublists and subrecords) as a link or a fully expanded entity, and record subresources can even be accessed directly.

Query – The NetSuite 2020 Release 1 version of REST web services introduces powerful new query functionality, an area in which NetSuite will continue to invest. The NetSuite REST API now provides users with direct access to SuiteQL, a highly performant SQL-like query language. You can even execute advanced ad-hoc queries to perform actions such as multi-level joins, filtering, sorting, aliasing and paging. Logical, relational and equality operators are supported and make it possible to execute Saved Workbooks data sets.

Supported Records – All SuiteScript records available in the NetSuite 2020 Release 1 are supported in REST to maximize coverage of business objects. Please note that certain records may still be in beta status, so be sure to review the API and developer documentation to learn more.

For those who haven’t tried out these powerful new REST web services, spend some time exploring news ways to integrate NetSuite with other applications and environments managed by your organization.

To learn more, please refer to the Online Help articles available in NetSuite Help Center or SuiteAnswers, and get more specifics on the new features in the Release Notes.

Posted on Wed, March 18, 2020
by NetSuite filed under

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The NetSuite Blog

Announcing new data protection capabilities in Power BI

November 5, 2019 Self-Service BI

Digital transformation has revolutionized the way organizations operate, improved their productivity, enabled greater collaboration and enhanced business workflows with state-of-the-art technologies like AI. Digital transformation also created new threats of business data leakage as well as new regulations such as the new European Union’s General Data Protection (GDPR) governing how organization should store and protect sensitive business data. More than ever before, data protection is a top of mind for many central IT teams.

Power BI adoption by large enterprises is growing very fast. To reduce the risk for data leakage, up until now some organizations have chosen to block export from Power BI and/or limit user access to sensitive data, at the expense of productivity. Others, have chosen just to rely on their employees following the organization’s data protection guidelines, in order to maintain high productivity. Both options require IT teams to make a compromise between data protection and productivity.

Over the past six months, the Power BI team has worked closely with the Microsoft Information Protection and Cloud App Security teams to provide a solution that will enable Power BI customers to have their data protected, while maintaining high productivity.

It is now possible to:

Classify and label sensitive Power BI data using the familiar Microsoft Information Protection sensitivity labels used in Office.
Enforce governance policies even when Power BI content is exported to Excel, PowerPoint, or PDF, to help ensure data is protected even when it leaves Power BI.
Monitor and protect user activity on sensitive data in real time with alerts, session monitoring, and risk remediation using Microsoft Cloud App Security.
Empower security administrators who use data protection reports and security investigation capabilities with Microsoft Cloud App Security to enhance organizational oversight.

Sensitivity labels in Power BI

A sensitivity label is a tag that you can apply on Power BI datasets, reports, dashboards and dataflows, it is:

Customizable to the organizations needs – By defining sensitivity labels, organizations can create categories for different levels of sensitive content, such as Personal, Public, General, Confidential, and Highly Confidential.
Easily visible – It’s easy for content creators to apply sensitive labels as part of the content creation flow. Once the label has been applied any consumer that interacts with the content can see the content sensitivity.
Persistent – after a sensitivity label has been applied to content in Power BI, it persist applying both the label and protection when it is exported to: Excel, PowerPoint and PDF.

The beauty of this new capability is that these are the same sensitivity labels often used by organizations to classify, label and protect Office 365 files such as Excel, PowerPoint, Word, and Outlook emails.

Once a sensitivity label is applied to a report, Power BI extends applicable protection policies to that report data when it is exported from Power BI to Excel, PowerPoint and PDF files.

For example, if the sensitivity label on a report has a file protection policy, when data is exported from this report to an Excel file, authorized users will be able to view the file, whereas the file is protected against access by unauthorized users.

Authorized users will be able to open the file and see the sensitivity label applied to the Power BI report:

Unauthorized users will not be able to open the file:

Sensitivity labels applied on reports and dashboards are also visible when viewing reports and dashboards in the Power BI mobile app (IOS and Android)

Licenses are required to apply and view sensitivity labels in Power BI and in Office apps.

Learn about data protection in Power BI

How to enable sensitivity labels in Power BI

Real-time controls and monitoring with Microsoft Cloud App Security

Microsoft Cloud App Security is one of the world’s leading cloud access security brokers used to secure the use of cloud apps. It enables organizations to monitor and control, in real time, risky Power BI sessions such as user access from unmanaged devices. Security administrators can define policies to control user actions, such as downloading reports with sensitive information.

For example, if a user connects to Power BI from an unmanaged device, the session can be monitored by Microsoft Cloud App Security’s real-time controls, and risky actions, such as downloading data that has the “Highly Confidential” sensitivity label applied to it, can be blocked in real time.

Additionally, with Microsoft Cloud App Security, administrators have real-time visibility and control over Power BI user activities concerning data that has sensitivity labels. This visibility and control include security alerts for Power BI service activities such as mass or suspicious report sharing (preview), etc.

Microsoft Cloud App Security licenses are required for these capabilities.

Coming soon: New protection metrics report for admins in Power BI admin portal

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Microsoft Power BI Blog | Microsoft Power BI

Dynamics 365 Portals – Leverage Liquid and Java Script Custom Code to Enhance Portal Capabilities

October 3, 2019 Microsoft Dynamics CRM

Dynamics 365 Portals

Dynamics 365 Portals offer a great way to enhance customer experience by extending some CRM configurations directly to the customer. There comes a time when you may want your portal to perform some action that is beyond the out-of-the-box functionality. Extending portal functionality often requires custom Java Script and or Liquid code. Get familiar with some of the basic understandings of these two programming languages using this guide.

Liquid Code

Liquid code runs server-side- meaning that this code works great for making queries back to Dynamics to deliver data or perform an action. Suppose you want to display some information from a parent record on the current record that a user is viewing from the portal. You can use Liquid Code to define the field on the parent entity as a liquid object, and display the object on the web page. Code like this is often times implemented on the Web Template portal entity. Web Templates are used to structure and display data in particular ways for all Web Pages that utilize that Web Template.

Java Script

Java Script comes in handy when you want to improve the user-experience, but not always the best option to meet a business process’s needs, as Java Script can be subverted. Want to hide/show a field on a portal page based on another field’s value? This is precisely where Java Script should be implemented. It doesn’t stop there, though. Use this code to pre-populate fields, hide/show sections and tabs, send an alert to a user, lock down fields, even make collapsible tabs! Java Script is most commonly used as a way to mimic Dynamics 365’s Business Rules. Implement this style of code of Web Forms, Entity Forms, Entity Form Metadata, and Web Templates.

Using Liquid and Java Script in conjunction

It is possible to use these two styles of code on the same portal component, within the same script. Be aware though, that this method will not work in some cases. For example, say you have a Java Script block of code that looks for a change of a field, and you want to execute a block of Liquid code when that field changes. While this type of code could prove useful, it’s not possible, as Liquid runs server-side and cannot run after a web page has already been loaded on a browser.

Contact us!

Beringer Technology Group is always here to provide expert knowledge in topics like these. Contact us with any questions that you may have!

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing and Unified Communication Solutions.

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CRM Software Blog | Dynamics 365

Groupon acquires Presence AI to bolster booking capabilities with AI

August 11, 2019 Big Data

Groupon today announced that it’s purchased Presence AI, a San Francisco-based company developing a communications platform that automates business-to-customer calls and messaging. The terms of the deal weren’t disclosed, but Groupon chief product officer Sarah Butterfass said that Presence AI’s portfolio will complement Groupon’s existing booking products and help to “accelerate” its development roadmap.

Presence AI — a member of the 2018 Alexa Accelerator cohort — had attracted $ 20,000 in seed funding from investors, one of which was Amazon’s Alexa Fund.

“We’re pleased to welcome the Presence AI team and their booking technology to Groupon. Booking is a key part of our voucherless initiative aimed at improving the redemption experience, providing always-on availability, giving consumers more reasons to buy through Groupon and opening up our marketplace to a broader range of merchants,” said Butterfass in a statement.

Presence AI, which was founded in 2015 by Michel Meyer, provides a configurable virtual assistant that integrates with health, beauty, and wellness merchants’ scheduling software to accept and manage bookings. It’s able to reschedule or confirm appointments autonomously and remind people when it’s time to book again, and to answer commonly asked customer questions as they come.

Those capabilities were no doubt attractive to Groupon as it looks to invest further in reservable experiences. Ahead of a planned transition to “universal bookability” for certain services in the future, the company increased bookable inventory 12% year over year and booked tens of millions of diners, concert-goers, spa visitors, and more in 2018.

“We’re very excited to join Groupon and continue transforming client conversations through the use of artificial intelligence,” said Meyer. “With more than 3 million text messages generated last year, Presence AI is saving merchants time and generating additional revenues. We can’t wait to bring our technology to more businesses.”

Presence AI is Groupon’s first public acquisition this year following its purchase of U.K. cloud savings company Vouchercloud for $ 65 million in May 2018. Prior to that, the company snatched up rival LivingSocial in October 2016 for a price low enough to be considered “not material.”

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Big Data – VentureBeat

The Core Capabilities to Becoming an API Innovation Powerhouse

June 18, 2019 TIBCO Spotfire

The TIBCO Connected Integration Cloud, featuring TIBCO Cloud Mashery, is a tremendously powerful tool to help you manage your APIs wherever they may live—in the cloud, in your data center, and everywhere in between. But these tools are only one part of the equation. To maximize your value from these products and turn your API program into an innovation engine, you need to adopt the core capabilities for what I like to call ‘REAL API management’.

REAL API management focuses on the people and processes in your organization that actually make your program a success. Whether adopting API-led integration or developing a strategy to leverage your corporate information to enhance your strategic partnerships and engage with the wider ecosystem, your teams will need to learn new skills and adapt to rapidly changing market conditions. To succeed, your API team must start by developing three core competencies: supporting and engaging with developers, monitoring and improving API performance, and measuring and honing your success.

Developer support is critical to API success, as developers—whether internal or external—are your end users. Your goal should be to give them the information they need to solve their toughest challenges with your APIs, then get out of their way. This starts with creating a great developer experience that goes beyond the design of your APIs.

While API uptime and latency should be consistently monitored, you must also dig into the common use cases and their associated API flows to make sure you’re delivering an optimal experience. But even the best designed APIs and most carefully written documentation can lead some developers astray. Monitoring for developers who use your APIs inefficiently and identifying bad actors who may be seeking weaknesses to exploit can help shore up the integrity of your systems and keep the data flowing smoothly.

The most successful APIs are those that closely adhere to and drive forward the goals of the organization. You should review these goals on a regular basis and make sure you’re capturing the right KPIs to measure your success and sending them to the right people to find opportunities for growth and optimization.

How your team develops these capabilities will depend largely on who your APIs are intended to serve and what goals they help to accomplish. At TIBCO Now Chicago I will dive deeper into the factors you’ll need to consider to help your organization develop these skills and identify more opportunities to leverage your APIs to become an innovation powerhouse. I look forward to seeing you there!

Check out the breakout session, “Keeping Your Innovation Engine Running with Real API Management” on Wednesday, June 12 at 10 am at TIBCO NOW Chicago, led by Rob Zazueta. Haven’t registered yet? Visit now.tibco.com and sign up today!

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The TIBCO Blog

A Digital Smile for Gartner Critical Capabilities Report 2019

June 18, 2019 Sisense

Published each February, the Gartner MQ gets
all of the fanfare. But frankly, as a
data geek, it is a pretty boring report.
Each vendor gets a single dot, three strength statements, and three
caution statements. For all the work
that goes into the analysis, that’s it!
Sisense was named a Visionary on the Gartner MQ, but even with our outstanding performance, I am left wanting
more. As a data geek, I want to know
exactly why we performed so well!

That is exactly where the Gartner
Critical Capabilities Report for Analytics and BI Platforms comes in.
Published a few months after the MQ, this report provides more than a glimpse
at the mountain of data behind the Gartner
MQ.

The report is a comparative analysis that
scores competing products against a set
of critical differentiators identified by Gartner. And not just in words, but
in numbers. Just the way I like it. This makes it all the sweeter for me, as
here at Sisense, my focus is to make sure that our clients have everything they
need to understand our radical innovation.

And for that reason, I can tell you the report
has made my job easy. Here’s why I got off the train at Penn station this
morning with a grin that showed my pearly whites to the world and had my fellow
train-mates wondering what was written on those papers…

Blog Email CTA 770x250 770x250 A Digital Smile for Gartner Critical Capabilities Report 2019

Some of our Strengths

Gartner extends its Magic Quadrant analysis to
include the strengths of our product. At Sisense, we make sure data teams have
the best tools to ingest, clean, and
transform data from a broad range of sources, supporting both live data from
high performing databases and mashup in the ElastiCube.

We also score high for Extranet Deployment, which is great news for all our builders,
including data engineers and data teams.

I know for a fact that Sisense has the
greatest level of flexibility for modeling data. One of the reasons I came to
work for Sisense was because I strongly believed in this technical ability, and
saw the potential for data teams to bring in live data from any DWH or mashup
data in the ElastiCube from varied sources. And with the recent merger with
Periscope Data, data teams can also work with common languages like SQL,
Python, and R to bring better insights to analysts and end users.

Sisense also scored the highest (4.23 out of
5.0) for OEM or Embedded BI in this report. Sisense has always been great with
its embedded use case for products. In fact, over half our business is based on
OEM sales, and that is only going to get stronger. With our solution being
fully extensible and customizable, developers and product managers find that
they can integrate our product to suit their business needs perfectly. We are amazed at some of the ways our
customers find to use our product as an embedded solution, including
white-labeling our product to become a revenue generator, and to develop add-ons
that create true competitive differentiators in their products.

Keep Your Eyes on Augmented
Analytics

We’ve been working on many innovations in our
Sisense Labs department. Some of the most innovative technologies coming out of
Labs is Insight Miner, Boto, and Sisense Hunch, which
condenses immense amounts of data into lightweight neural networks for quick
and easy analysis at the edge. In terms of augmented analytics, Gartner
has scored us with a 3.08 score out of 5.0,
but that doesn’t worry us. Our next innovation to hit the market will be AI
Exploration Paths. Sisense’s AI Exploration Paths empower business users to
access more comprehensive insights in fewer clicks by automatically generating
visualizations in anticipation of their next question. You will see it become
more of a driver in our analytics over the next year. I am confident that
Sisense Labs and the innovations coming from this team will put us over the top
in this category in the coming years.

Power to the Builders

Since the beginning of the year, we have been
talking about our capabilities to power the builders—data engineers, BI teams,
data scientists, developers, business analysts, and data-focused business
users. Our goal is to deliver a platform that empowers data, product, and
business teams to drive the digital transformation within their organizations,
reducing both the time and effort needed for this entire workflow.

With high scores in this report, we know we
are on the right track when we focus on agility, centralized BI provisioning,
and governed data discovery.

Our merger with Periscope Data sets us on a new
trajectory to build this unified platform. One that is uniquely positioned to
empower these business, data, and product teams to bring their companies into
the digital era.

Sisense is a truly self-service platform for
data scientists, data engineers, developers, business analysts, and business
users. All these builders are supported in an integrated platform that
streamlines workflows between teams. And this is reflected in our customer
reviews that give us high scores for ease
of use of our product, and visual appeal.

A Digital Smile

The Gartner Critical
Capabilities Report does a great job of laying out the key
market trends and assumptions and comparing the top Magic Quadrant vendors for
their core capabilities.

Thanks, Gartner, for making me smile, and
confirming what I already know—that Sisense is a true industry Visionary!

We’ve made a copy
of the report available to everyone here.

Gartner Disclaimer:

Gartner, Critical Capabilities for Analytics and Business Intelligence Platforms, 14 May 2019, James Richardson, Rita Sallam, Austin Kronz

Gartner, Magic Quadrant for Analytics and
Business Intelligence Platforms, 11 February 2019, Cindi Howson, James
Richardson, Rita Sallam, Austin Kronz

Gartner does not endorse any vendor, product or
service depicted in its research publications, and does not advise technology
users to select only those vendors with the highest ratings or other
designation. Gartner research publications consist of the opinions of Gartner’s
research organization and should not be construed as statements of fact.
Gartner disclaims all warranties, expressed or implied, with respect to this
research, including any warranties of merchantability or fitness for a
particular purpose.

Tags: Gartner

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Blog – Sisense

Teradata Ranked Highest in Every Use Case in 2019 Gartner Critical Capabilities for Data Management Solutions for Analytics Report

April 23, 2019 BI News and Info

Teradata recognized in all four categories – traditional data warehouse, real-time data warehouse, logical data warehouse and context-independent data warehouse use cases

Teradata (NYSE: TDC), the industry’s only Pervasive Data Intelligence company, today announced it has been recognized with the highest scores in all four use cases in Gartner’s recently published report, Critical Capabilities for Data Management Solutions for Analytics, issued March 18, 2019 by analysts Rick Greenwald and Adam M. Ronthal. Among 19 vendors evaluated, Teradata was ranked highest in all data warehouse use cases — Traditional, Real-time, Logical and Context-Independent. This year’s report marks the sixth time that Teradata has been included in the report.

“Leading every use case in Gartner’s Critical Capabilities report, in combination with being recognized as a Leader – for the 17th consecutive time – in the 2019 Magic Quadrant for Data Management Solutions for Analytics, once again validates our position as the authority in the new era of pervasive data intelligence,” said Martyn Etherington, CMO at Teradata. “Teradata Vantage not only gives our customers the answers they seek, it resets the bar for the entire industry.”

2019 Gartner Critical Capabilities 1 2 Teradata Ranked Highest in Every Use Case in 2019 Gartner Critical Capabilities for Data Management Solutions for Analytics Report

According to Gartner, “Demand for incorporating increasingly varied data sources and their associated use cases continues to expand in the data management solutions for analytics (DMSA) landscape. This pressure is forcing vendors to expand their capabilities. It has contributed to the expansion of the concept of the logical data warehouse (LDW), which allows multiple data types and sources to be accessed through a single logical interface, as well as to the growth in distributed database architectures.”

2019 Gartner Critical Capabilities 3 4 Teradata Ranked Highest in Every Use Case in 2019 Gartner Critical Capabilities for Data Management Solutions for Analytics Report

Data types and volumes are expanding exponentially, creating cost and complexity challenges that are uniquely difficult for the companies that use data the most. To address this growing issue, Teradata recently unveiled Teradata Vantage, its pervasive data intelligence platform that leverages 100 percent of the data to uncover real-time intelligence at scale. For companies requiring tightly integrated solutions that can accommodate massive scale and speed, and be deployed across secure, hybrid-cloud architectures, Vantage serves as the connective tissue – consolidating data, analytics, functional and tool silos into a single platform. Adding unprecedented choice, agility and flexibility to the decision to use Teradata Vantage, the platform can be deployed across public clouds, on-premises, optimized or legacy infrastructure, or as-a-service.

Gartner recommended, “For data and analytics leaders responsible for data management solutions as part of strategizing and planning information infrastructure: Evaluate the capabilities of your incumbent solution(s) against new use cases to determine if existing expertise could be used to reduce development time with a good-enough solution already in place; Plan on using a heterogeneous solution landscape overall, but try and reduce duplication of effort by categorizing use cases with regard to their target deployment platform; Use a logical data warehouse architecture when you need to integrate separate data repositories efficiently, keeping in mind performance SLAs that may be impacted by remote access; Plan for eventual integration with other data silos when scoping the effort needed to implement a specific solution to avoid crippling overhead caused by proliferating data silos.”

To learn more visit: https://www.teradata.com/Resources/Analyst-Reports/2019-Gartner-Critical-Capabilities-for-Data-Manage, or see Vantage in action at several upcoming events including Teradata Universe Madrid from April 7-10, 2019 or a Data Science Experience event at a city near you.

Gartner, “Critical Capabilities for Data Management Solutions for Analytics” by Rick Greenwald and Adam M. Ronthal, March 18, 2019.

Gartner Disclaimer
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

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Know the Score: Gartner’s 2019 Critical Capabilities for Data Science and Machine Learning Platforms

April 21, 2019 TIBCO Spotfire

Modern data science and machine learning platforms (DSML) today are constantly evolving with advanced features and functionality to meet new demands of innovative markets. Gartner recently published a report, evaluating 19 of the top DSML platforms in the space across 15 critical capabilities to help data and analytics leaders make the right choice for their business.

Let’s look at the four use cases identified by Gartner, to see how TIBCO holds up against the competition.

Business exploration: TIBCO Scores #1

Before you even start digging into your data and launching major analytics projects, you need to get a better understanding of the data you have. Business exploration means using data exploration, data preparation, and data visualization tools to identify business problems and opportunities to improve.

According to Gartner, “Business exploration, which is key for expert data scientists and citizen data scientists, has been accelerated and made more accessible by augmented analytics.”

Part of this push for augmented analytics comes from the growing trend of automated machine learning. Using the TIBCO^® Data Science platform you can automate key steps of the machine learning process and iteratively learn from the data to optimize performance. Without any coding, you can put your computers to work finding patterns and insights for you.

Advanced prototyping: TIBCO Scores #2

Solving business problems with advanced prototyping usually involves applying several machine learning and other advanced analytic techniques to models in new, innovative ways. Gartner sees this as an area that increasingly relies on open source. Luckily, the top machine learning platforms today, including TIBCO, are flexible and seamlessly integrate with open source languages such as R, Python, as well as frameworks like Amazon SageMaker, Google TensorFlow, and Azure Machine Learning.

Product refinement: TIBCO Scores #1

The ability to deploy machine learning models into production, monitor performance, and automatically update and refresh hyperparameters is critical for any data science and machine learning initiative. Gartner states in the report that, “Production refinement is more vital than ever to machine learning as organizations mature around operationalization and data, and analytics leaders demand tangible ROI.”

Uncovering valuable insights in the data isn’t enough anymore. With TIBCO^® Data Science, you are able to take action on those insights in real time to operationalize artificial intelligence, machine learning, and data science and gain a competitive advantage with your data.

Nontraditional Data Science: TIBCO Scores #1

While nontraditional data science is a fairly new use case, tools in this area are becoming increasingly popular among citizen data scientists and developers.

With an intuitive, easy-to-understand user interface, TIBCO^® Data Science is for everyone. Data science today is a team sport. And to fully realize the value of data science and operationalize machine learning models within your organization, you need to involve and collaborate with cross-functional teams.

The scores are in, let’s tally them up. TIBCO scored number one in three of the four critical capabilities for DSML platforms and number two in the fourth. Nice job, team!

In the report, Gartner recommends data and analytics leaders, “Choose the best-fit platform based on balancing the desired mix of use cases, available user skill sets, deployment environment, and prioritized strength of critical capabilities.” To find the right data science and machine learning platform for your business, download a complimentary copy of the report here.

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

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The TIBCO Blog

End-User Filtered Export capabilities now available

February 14, 2019 Self-Service BI

For the third straight week, we’re delivering on the item I’ve heard more end-user feedback around than any other we’d promised to deliver in the October blogpost. At long last, you and your users will be able to export their Power BI reports to either PDF or PowerPoint and have their selections on the screen be respected in the exported document! Please note this feature is still rolling out to all regions and should be available everywhere by Feb 17th.

Now, when you export to either PDF or PowerPoint, you’ll see the following pop-up window –

By default, you’ll be exporting the current report values, which is what you see on the screen along with any other changes you’ve made across the report during your session. For your quick reference, if you’ve change any of the following for the current report page, you’ll see it in your export –

Filters
Slicers, including slicer type (for example, dropdown or list) and slicer state
Visual selection state (such as cross-highlight filters)
Sort order
Drill location
Visibility (of an object, using the Selection pane)
The focus or Spotlight modes of any visible object

For pages in your report that you’re not viewing when you export your report, it’ll respect the same items respected with Persistent Filters, and those changes will also be shown in your exported report.

If you’d prefer NOT to have any of your changes in your exported document and continue to have it work as it did prior to today in the service, simply change the dropdown to “Default Values”, and it will export the report as it was originally authored.

An additional enhancement we’ve added is the ability to exclude any hidden report tabs from the exported report. Until now, all the report tabs, including those the author had hidden, were included in the export. This often times would unnecessarily increase the size of your export, and users asked to exclude those in certain cases. Now, if your report has any hidden tabs, you may simply check the box to “Exclude hidden report tabs” and they won’t be included in your export. If your report doesn’t have any hidden report tabs, the box will be grayed out and unavailable to select.

These last three weeks have been an exciting time for all of us on the Power BI team, and we’re thrilled to see users embracing the new capabilities as rapidly as they have. We’re investing heavily in new managed distribution features throughout 2019, and you should look for many, many more enhancements announced here in the weeks and months to come. Thanks for reading, and please let us know your feedback in the comments below!

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Microsoft Power BI Blog | Microsoft Power BI

New monitoring capabilities for Power BI Premium Capacities

September 2, 2018 Self-Service BI

Power BI is about making informed, data driven decisions and we believe this should include how you maintain your premium capacities in Power BI. Now we are very pleased to announce the preview launch of the Premium Capacity Monitoring App! This app supports capacity in monitoring the health of premium capacities and making sound decisions about the best use of them and when to scale them so that your users get the best possible experience.

Today, we want to highlight some of the most indicative metrics which will provide an easy and informative way for Power BI capacity admins to monitor and identify issues in capacities. You can see a comprehensive view of dataset refreshes, dataset evictions and queries in the capacity for the past 7 days. These metrics, along with the system metrics, give a more in-depth view into the health of a capacity.

Let’s get started by installing the service app.

The app can be installed by searching for “Power BI Premium Capacity Monitoring” in the Power BI apps or by clicking here to get it now (please ensure that you are an admin of at least one capacity before installing the app. Power BI Admin is not enough to see the capacity details).

Click get it now to install the application into your workspace.

Now you have the app installed and can see metrics about all the capacities in your organization for which you are an admin of. Let’s take a look at some of the key new metrics now available.

Diving into the Premium Capacity Monitoring App:

Click on the app to open it. Once open you will see a dashboard which shows an aggregated summary of all the capacities that you are an admin of.

Click on any tile to open the more detailed report.

The first tab of the report is the Filter tab, which allows you to optionally select a specific capacity or dataset to explore for all the following pages in this report. If nothing is selected, the report will show every capacity you are an admin of.

The Summary tab shows the high-level view of the capacity metrics breakdown by entities, system, and workloads filter by the selections made on the first tab.

The Refreshes tab shows successful refresh count, refresh failure count, the average duration and wait times of dataset refreshes by hour. Long refresh wait times, can be a sign that a capacity is becoming busy. A refresh will wait when there are not enough resources (memory or CPU) available for it to start. These resources may be consumed by other refreshes or queries being run on the capacity. Refreshes can be broken out by dataset name and workspace name.

Coming very soon, the queries tab shows all queries and the average duration they ran for. This can be broken down by hour, dataset and workspace. Long query durations could be a sign that the capacity is busy. It may also mean that a single dataset is causing problems and further investigation is needed.

NOTE: query metrics are not currently available with the initial launch of the app (on 8/30/2018). Expect to see them show up in the weeks following the launch.

The Dataset tab shows total datasets evicted due to memory pressure by hour. The line on the chart represents the average memory consumption. Eviction is a normal process to clean up unused dataset from memory to make room for new datasets which are actively being used. Unused datasets will be evicted when new datasets need to be queried or refreshed. See how Power BI Premium works for more information.

The System tab shows the times of CPU high utilization (represented by the number of times the CPU exceeded 80% utilization), Direct Query/Live connections high utilization, and memory consumption. These can be correlated with metrics on the other tabs to see what activity was going on during those time periods.

With these metrics, you can make more informed decisions and truly manage your premium capacities, workspaces, datasets and workloads in your organization. These metrics are just the start. More detailed metrics and tooling will become available in the following weeks and months. Submit your ideas for more metrics.

Learn more about what Power BI premium is, managing premium capacities and understand how Power BI Premium works.

Watch “Deploying and managing Microsoft Power BI Premium capacities to your entire organization” from the Microsoft Business Application Summit to see how to use these new reports.

Using Premium Capacity Monitoring app to monitor Power BI Embedded

This same app can be used to monitor any A SKU capacities you may have in Power BI embedded. The will show up in the report as long as you are an admin of the capacity. However, refresh of the report will fail unless you grant certain permissions to to Power BI on your A SKUs. This can be done by opening your capacity in the Azure portal, clicking on Access control (IAM) and adding the “Power BI Premium” app to the reader role. If you are unable to find the app by name, you can also add it by its client Id: cb4dc29f-0bf4-402a-8b30-7511498ed654.

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