In the modern software development world, businesses are using more and more complicated tools to meet release deadlines that move at the speed of light. As tools and methods for making software get better, so do the things that need to be tested. Modern testing teams do a lot of testing that is specific to certain platforms or use cases as a result.

Salesforce testing is without a doubt an important part of a QA team’s arsenal today. In addition to being a very popular CRM solution, it is a complex ecosystem of business tools that can be changed to fit any number of use cases.

Since integrations and changes must keep working even after multiple cloud releases, this environment requires a lot of testing.

In this guide, we’ll talk about what Salesforce testing is, what its most important parts are, why it’s important in modern workflows, common problems, and best practices. We want to help you choose the best solution for the job so that your Salesforce testing goes smoothly, works well, and is enjoyable.

What is Salesforce Testing?

Salesforce testing is important to make sure that this customization doesn’t mess up other functions and that changes are made in a way that matches the design.

As Salesforce is a popular CRM tool for support, sales, and marketing teams worldwide and it comes with configuration and customization both so from here we can see the need for QA arises.

Configuration in SFDC–

Salesforce configuration is the process that is performed within the CRM system. This means we can add a new field to our Salesforce that uses a formula or a specific rule to achieve business outcomes. In short, Salesforce configuration means that user-defined values will allow a particular module or feature to operate in the way we want for our business needs.

And when we say adding a new field or logic means new development so QA needs to make sure the existing and new logic work properly independently and integration of such logic should work fine.

Let’s Understand customization – customization refers to adding new features or functionality unavailable or not accessible in the default application environment. It involves the custom development of code and includes external tools for developing functions that meet business needs.  Here as well we are observing that new development and new other associated plugins should work smoothly and business requirements should not be disturbed and work the way you want.

So, on both terms’ configuration and customization, we observe this in an addition to a piece of code in existing Salesforce code. So, QA must check all element, flows, and logic which should not disturb. So, one core needs to deploy QA on Salesforce projects is to ensure that all aspects of the application are functioning correctly and meet the users’ needs.

As we identified here a Salesforce Quality Engineer understands that Salesforce has its own business processes though he can verify and validate the Salesforce in the way it’s designed for your system, as it’s not another website testing it needs efforts to understand the core Salesforce concept as well as business process introduced to accomplish your actual businesses.

Let’s take a look at some of the good things about hiring a QA pro. As I talk about the pros, I’ll also point out some troubling problems that need to be fixed.

So, Salesforce QA has many benefits, but it is also important to find any problems that could affect how the system works. QA can help with these things. Here, let’s look at some scary Salesforce features and I’ll tell you which ones might affect how they work and which ones might scare you.

Because these problems will affect your users’ needs and your business, we need to take steps to stop them. In the bullet points below, we could add a button that tells people what to do.

1. Inactive Users – Once a user is created, they cannot be erased. We offer a way to clean up your inactive users in Salesforce through ongoing monitoring.
2. User Event Monitoring – Tracking user behavior to identify dangers and mitigate them. As we need to monitor user activity to prevent any type of data breach or access to secured information, it helps to be able to recognize subtle but suspicious behavior.
3. Bad Data – Since duplication, import problems, and invalid data (email addresses, for example) are all bad, we can conclude that these are traps that your users can easily fall into.
4. And in order to prevent such instances, regular QA effort is required. Therefore, we are delighted to help and offer the finest method for such data work.
5. Deployment Errors – When a new development is completed, we must confirm that it will function reasonably. To achieve this, we can inspect the deployment log, associated activities, and postproduction testing.
6. Slow-to-Load Components – Performance is now the most important factor for every organization. Even with a strong Internet connection, why are my pages operating slowly? As a result of the numerous Fields in your record detail component, which can adversely affect page performance, an overloaded system is a genuine nightmare. So, lightning is visible in SFDC.
7. The Salesforce QA team has a lot of work to do; they are in charge of everything that needs to be done on-site. This is a complex element of the job that is different from testing websites.
8. We may quickly sum up all Salesforce-related aspects as follows:
9. A manual that includes Additionally, this is where functional testing to verify that the generated solution matches user needs come in. unit testing Through Apex Unit Tests, Salesforce enables customers to conduct unit tests on individual classes, methods, sets of classes, and entire organizations.
10. Automation – Continuous/repeated activities with predictable results can be automated to increase efficiency. We can automate both the Salesforce web and API (#SalesforceAPIAutomation).
11. Load – Although it is not necessary to use a specific tool to evaluate the performance of the site, we must confirm that each page loads properly and that each component reacts appropriately and promptly due to internal triggers, email activity, etc.
12. Security – As for security, it must be regularly examined for any suspicious activity that could compromise your Salesforce web/cloud-based application.

As with Salesforce, testing is done in the Sandbox environment because it is separate from Production and won’t affect Live company data.

Any of the following changes should, as a general rule, be tested in the Sandbox environment before being released to the Production environment because doing so will reveal any potential problems, weaknesses, or areas that need improvement.

•  Modifications to integration workflows
•  Small layout modifications to the website
•  New API endpoints added for verification in regression instances
•  New advertisements released by Marketing

However, in order to establish a robust process for Salesforce testing, we must adhere to several best practices, such as:

1. Effective Test Strategy and Test Planning
2. Adding a Test Environment
3. Scripts for automated tests
4. Rectify issues quickly
5. Get Stakeholders Involved in UAT Testing

In a future Salesforce blog, I’ll talk more about Salesforce testing, including its security and other parts like automation, API automation, testing of Salesforce triggers, and more.

I’m going to stop here because quality assurance is always a checkpoint before moving something to the next level of acceptability, like UAT or production. When Salesforce is set up, it is highly recommended to customize the application QA code and set up the administration module.

Last but not least Quick Hacks on Salesforce

Some quick Salesforce Acronyms:

1. SFDC – Salesforce dot com
2. CRED – Create, Read, Edit, Delete
3. CRUD – Create, Read, Update, Delete
4. ERD – Entity Relationship Diagram
5. OCR – Opportunity Contact Role
6. WFR – Workflow Rules

Conclusion

Salesforce is a very popular and widely used cloud-based CRM system, so understanding how to test it is important for many businesses. With the help of this manual, you can learn the basics and nuances of Salesforce testing and then apply what you’ve learned to your own use case.

The post Salesforce Testing- A Much Needed Activity appeared first on Beyond Key.

Unlocking the Potential of SharePoint Testing for Seamless Collaboration 

Introduction to SharePoint 

Let’s delve into the world of SharePoint testing and explore its unique advantages. But before we do that, let us first understand what SharePoint is. 

SharePoint, created by Microsoft, is a user-friendly, web-based platform for managing documents and facilitating collaboration. It acts as an intranet, enhancing organizational productivity by streamlining content accessibility and management.  

SharePoint functions as a secure, centralized space for password-protected document sharing, enabling downloading, editing, uploading, and continuous collaboration.  

Now that we have a basic understanding of SharePoint, let us walk you through the various aspects of testing SharePoint, from setting up a test environment to conducting load testing and addressing security concerns. 

Section 2: Setting up the SharePoint Test Environment 

Creating the Perfect Sandbox: SharePoint Test Environment 

To effectively test SharePoint solutions, setting up a dedicated test environment is essential. This environment allows you to isolate testing activities, preventing any impact on the production environment.  

By following best practices, such as replicating the production environment’s architecture and configurations, you can accurately test SharePoint solutions and identify any potential issues. 

Section 3: SharePoint Test Case Template 

Structured Testing: SharePoint Test Case Template 

A well-defined test case template is vital for organizing and documenting your SharePoint testing efforts. It provides a systematic approach to test planning, execution, and reporting.  

By using a SharePoint test case template, you can ensure consistent and comprehensive testing across different SharePoint features and functionalities. 

Section 4: Load Testing SharePoint 

Ensuring Scalability: Load Testing in SharePoint 

Load testing is crucial to determine how well SharePoint performs under anticipated user loads. By simulating realistic user scenarios, you can identify performance bottlenecks, optimize resource allocation, and ensure that SharePoint can handle the expected workload.  

Various load testing tools, such as LoadRunner, JMeter, and Gatling, can help you execute comprehensive load testing for SharePoint applications. 

Section 5: SharePoint Testing Tools 

Efficient Testing: Tools for SharePoint Testing 

To streamline your SharePoint testing efforts, numerous testing tools are available in the market. These tools offer features like test automation, test management, and performance monitoring specifically tailored for SharePoint.  

Some popular SharePoint testing tools include Microsoft Test Manager, Visual Studio Team Services, and SharePoint Test Automation Framework (STAF). 

Section 6: Microsoft SharePoint Migration Testing 

Seamless Transition: Testing SharePoint Migrations 

When migrating SharePoint solutions from one environment to another or upgrading to a newer version, comprehensive testing is crucial. Migration testing ensures the successful transfer of data, configuration settings, and customizations, while minimizing any impact on end-user experience.  

By following a structured approach and utilizing migration testing tools, such as ShareGate, Metalogix, and AvePoint, you can ensure a smooth transition and mitigate potential risks. 

Section 7: SharePoint Load Testing: Unleashing the Power of Performance 

Let us embark on a journey into the realm of SharePoint load testing, dear readers! Imagine a bustling market square, teeming with eager users, transactions, and data. Load testing, the noble art, simulates such scenarios to evaluate the performance and resilience of your SharePoint environment.  

It measures its ability to handle heavy loads, ensuring a smooth and responsive user experience even during peak times. With load testing, you can identify bottlenecks, fine-tune system configurations, and optimize performance for maximum efficiency.  

Section 8: SharePoint Security Testing: Safeguarding Your SharePoint Environment 

Oh, the importance of SharePoint security testing, my dear readers! It is the vigilant guardian, ensuring the safety of your SharePoint environment.  

SharePoint security testing involves thorough assessments to identify vulnerabilities, protect against unauthorized access, and preserve the confidentiality, integrity, and availability of your precious data.  

Through meticulous testing, you can validate authentication and authorization mechanisms, fortify defenses against potential threats, and establish a robust security posture.  

Embrace the power of SharePoint security testing, for it is the shield that safeguards your SharePoint kingdom from harm. 

Section 9: The Positive Impact of SharePoint Testing 

Developing applications with the SharePoint framework is straightforward and provides out-of-the-box functionality. However, when customizing solutions, SharePoint application testing becomes crucial to ensure high-quality, refined applications.  

QA teams need to verify the proper functioning of customizations and ensure compatibility with new releases from Microsoft. 

To ensure effective quality assurance for your SharePoint website or application, QA teams support the development, customization, and management of SharePoint Online sites and workspaces within your organization. 

Section 10: Best Practices for SharePoint Testing 

Testing plays a vital role when it comes to SharePoint-based applications. By following SharePoint Testing Best Practices, you can conduct comprehensive testing on SharePoint, a web-based collaboration platform, and deliver top-notch software.  

The result will be a seamless service that keeps your customers coming back for more. 

SharePoint allows you to create customized business solutions that cater to your specific needs. It empowers you to handle files, documents, websites, business intelligence, collaboration, social networks, extranets, and corporate search. When utilized effectively, SharePoint becomes a treasure trove for businesses. 

Furthermore, SharePoint automates workflows, integrates processes and systems, and prioritizes security. During SharePoint testing, it is crucial to test various levels of authorization, component verifications, broken links, library additions and deletions, and other administrative requirements. 

Let’s quickly summarize the key focus areas during SharePoint testing: 

1. Content Testing 
2. Windows-based Authentication 
3. Intranet-based Application Security 
4. Data and Content Migration 
5. Workflow Verification 
6. Component Testing 
7. Site Architecture and Server Farms 
8. Web Parts 
9. Add-ins – Version Verification 
10. Creating, Customizing, and Managing SharePoint Online Sites and Workspaces 
11. SharePoint Server Upgrades 
12. SharePoint Server Migration 
13. Verification of Custom Development Features as per Client Requirements 

Your testing teams should have a strong commitment to understanding the application’s features and capabilities. Additionally, they should possess expertise in functional testing to ensure the application meets user requirements, avoiding waste of time and resources. 

Section 11: SharePoint Testing Tools: Empowering Your Testing Efforts 

Discover the wonders of SharePoint testing tools, dear readers! These marvelous tools are your trusty companions on the testing journey. With their assistance, you can efficiently evaluate the performance, functionality, and security of your SharePoint solutions.  

From Microsoft Test Manager to Visual Studio Team Services and the SharePoint Test Automation Framework (STAF), these tools make testing a breeze. They automate test execution, manage test cases, and ensure the smooth sailing of your SharePoint environment. 

Embrace the power of SharePoint testing tools, for they are the key to unlocking success in your testing endeavors. 

Section 12: Gaining a Deeper Understanding 

As an organization, it is essential to have a profound understanding of QA aspects. This knowledge will help you identify the right outsourcing partner for your QA needs, as SharePoint QA is a challenging task.  

Many businesses attempt manual QA, but it requires expertise and a thorough understanding of the following points: 

1. Authorization and Authentication 
2. SharePoint Search 
3. Site Architecture and Server Farms 
4. Web Applications Architecture and Deployment 
5. Enterprise Search 
6. Social Network Features 
7. Web Parts 
8. Web Content Management System (WCM) and Enterprise Content Management (ECM) Considerations 

Before making any decisions, consult your team to address potential issues arising from SharePoint’s limitations. For instance, consider limitations on the number of users in a group or the maximum file size based on type. 

Section 13: Navigating SharePoint Limitations 

When testing SharePoint-based applications, it is crucial to consider the limitations imposed by the platform. These limitations include: 

1. Maximum 2GB file size for libraries and lists (except in SharePoint Online and SharePoint 2019, where 15GB and 250MB are permitted, respectively) 

1. Maximum 10MB file size for Excel books (can be extended to 250MB with Power BI Pro license) 

1. Maximum of 5,000 members in a group 

1. Threshold limit of 5,000 for list views 

1. Each member can be part of a maximum of 5,000 groups 

1. Maximum of 5,000 synced items in a library 

1. Storage limit of approximately 5 GB 

Your testing team should consider these limitations and plan accordingly to ensure compatibility across different parts and versions of the application. 

Section 14: The Microsoft SharePoint Testing Checklist 

When conducting SharePoint testing, it is important to cover various aspects such as compatibility, performance, security, interface, and usability. As a SharePoint QA expert, you should be equipped with a comprehensive SharePoint Testing Checklist. Here are some key items to include: 

1. Session-related verifications 
2. Adequate error rate 
3. Monitoring page response times to ensure they remain within target values 
4. Checking for spelling and typographical errors in content 
5. Verifying images 
6. Testing download and upload behaviors 
7. Verifying site content settings 

In addition to these, various other considerations, such as security testing, compatibility testing, interface testing, usability testing, and performance testing, should be kept in mind during SharePoint testing. 

The Benefits of Testing SharePoint Online and On-Premises

According to Microsoft, over 200,000 organizations and 190 million people use SharePoint for intranets, team sites, and content management. With the growing number of users and the advent of mobile devices and widespread internet access, the testing industry faces the challenge of testing SharePoint applications that cater to a vast user base. 

SharePoint is available in both on-premises and cloud-based versions. It is crucial to understand the advantages of testing SharePoint in both environments. Let’s explore the benefits: 

Section 16: Advantages of On-Premises Testing 

More Control: 

• Configurations, setup, hardware, and software are under the organization’s control. 
• Upgrades and routine maintenance can be planned and executed internally without relying on external companies. 

Data Security: 

• Data remains on-premises, enhancing security. 
• On-premises tools can be used for data management and analysis. 
• Security compliance can be defined within the organization. 

Affordable for Small Scopes: 

• Requires minimal infrastructure and maintenance, making it cost-effective. 
• Fewer systems mean lower maintenance efforts. 

Section 17: Advantages of Cloud-Based Testing 

Scalability: 

• Subscriptions allow you to pay for the resources you need. 
• Costs can be scaled up or down based on requirements. 
• No need to pay for services no longer required. 

Cloud-Based Device Labs: 

• Cloud-based testing labs provide tools and real or virtual devices for testing. 
• Maintenance, software updates, and device updates are managed by the service provider. 

Remote Accessibility: 

• Cloud testing remains accessible from anywhere with an internet-connected device, even during remote work scenarios. 

Parallel Execution: 

• Cloud-based automation tools allow running multiple tests simultaneously in different environments. 
• This approach saves time, reduces costs, and aligns well with DevOps practices. 

Testing SharePoint requires meticulous attention to detail. From upgrades and installations to machine and software monitoring, maintenance, and testing, accountability is crucial.  

If your business faces challenges with SharePoint applications, consider partnering with a reliable software testing company that offers cloud-based or on-premises testing solutions.  

At Beyond Key, we leverage the power of the Selenium framework to ensure the seamless functioning of your Microsoft SharePoint environment and provide users with the best experience. 

In conclusion  

SharePoint is an exceptional Enterprise Content Management (ECM) tool widely used for website design, portal development, and data analysis applications. To ensure robust and error-free applications, SharePoint Testing Services play a vital role.  

Many projects fail due to inadequate testing approaches, and with the growing popularity of SharePoint in the market, testing becomes even more critical.  

By choosing the right testing partner and following best practices, businesses can achieve tangible benefits and optimal returns on investment. 

At Beyond Key, our team of Microsoft SharePoint testing experts possesses extensive experience in optimizing SharePoint environments to deliver a flawless user experience.  

If you’re ready to eliminate all obstacles and friction from your SharePoint tools, request a demo today. Let us help you unlock the full potential of SharePoint for your organization. 

The post A Comprehensive Manual for Microsoft SharePoint Testing appeared first on Beyond Key.

Welcome to our amazing automation testing blog series! We’re thrilled to present the first installment, where we dive into the exciting world of automation and its crucial role in the software lifecycle.

Automation Testing Unleashed!

Exploring the Crucial Role of Automation in the Software Lifecycle

So, what exactly is automation testing? Well, it’s a game-changer! Automation testing involves carrying out software testing activities with minimal human involvement, resulting in enhanced speed and efficiency. But hold on, automation testing is not meant to replace manual testing. Instead, it complements it by continuously detecting bugs in the system, just like manual testing, while also outsourcing QA. 

The Power of Automation Testing

Efficiency, Speed, and Continuous Bug Detection 

When it comes to web or mobile automation, the process automates repetitive and functional parts of software testing. However, it doesn’t automate the entire process. You see, automation brings a whole range of benefits, including increased productivity and reduced costs. With the rapid development cycles these days, there are countless functionalities that need testing. Trying to validate all the combinations manually within the given time frame and software development cost is simply not feasible. 

Unleashing the Benefits of Test Automation

Saving Time, Money, and Improving Test Coverage 

Let’s talk about the benefits of test automation. Brace yourself because this is going to blow your mind! Automation testing is ideal when you have large projects, as it can save you loads of time, and in many cases, it even improves test coverage and saves you money. It makes sense to implement automation when: 

• The cost is a factor 
• Repetitive tests are involved 
• Time needs to be saved 
• Quality is guaranteed to improve 
• Tests need to be run frequently 
• Multiple tests need to be run simultaneously 

Manual Testing vs. Automation Testing: The Showdown 

Comparing Effort, Processing Time, and Investment 

Now, let’s compare automation testing with manual testing. Picture a friendly showdown between two testing methodologies. Remember, the initial effort required for automating tests is usually greater than that of manual tests, but the rewards are worth it. 

In manual testing, test cases are executed by human testers and software, while in automated testing, testers use automated tools to execute the test cases. Processing time is significantly reduced with automation, making it faster than the manual approach.  

When it comes to the initial investment, manual testing has lower costs, but the return on investment (ROI) diminishes in the long run. On the other hand, automation testing requires a higher initial investment, but the ROI improves over time. 

Exploring the Versatility of Automation Testing 

From UI Changes to Reliability and Cost-Effectiveness 

In manual testing, exploratory testing is possible, allowing for spontaneous and creative testing scenarios. However, automation testing doesn’t support random testing and requires specific test cases to be defined.  

When there’s a UI change, manual testing is less affected, while automation testing requires modifications to ensure it works as expected. 

Reliability is another critical factor. Manual testing can be prone to human errors, making the results less accurate. In contrast, automation testing is incredibly reliable because there’s no testing fatigue involved.  

Manual testing relies heavily on human resources, whereas automation testing requires investment in automation tools. As for cost-effectiveness, high-volume regressions are not cost-effective in manual testing, while low-volume regressions are not cost-effective in automation testing. 

Here’s a quick breakdown: 

Manual Testing 

• Test cases executed by human testers and software 
• Time-consuming and requires more human resources 
• The initial cost is less, and ROI gets low in the long run 
• Supports exploratory testing 
• Less affected by UI changes 
• Results are not as accurate due to human errors 

Automation Testing 

• Test cases executed using automated tools 
• The faster processing time and requires fewer human resources 
• The higher initial investment, but ROI improves over time 
• Requires specific test cases to be defined 
• Requires modifications for UI changes 
• Highly reliable with minimal testing fatigue 

Unveiling the Best Automation Testing Tools 

Open-Source and Paid Solutions for Every Testing Need 

Test report visibility differs as well. Manual testing often records results in Excel, making them less readily available, whereas automation testing allows everyone to log into the automation system and check test results effortlessly. Batch testing is another aspect to consider.  

Manual testing cannot batch tests, while automation testing can batch multiple test scripts for nightly execution. 

When it comes to setup, manual testing requires a simple test execution setup, while automation testing requires a slightly more complex setup. No programming knowledge is needed for manual testing, but it becomes mandatory for automation testing. 

Now let’s talk engagement! Repetitive test execution in manual testing can be tedious and prone to errors, whereas automation testing is accurate and leverages powerful tools to get the job done. Frameworks also play a role.  

Manual testing may use checklists and guidelines for certain test cases, but it doesn’t rely on a framework. Automation testing, on the other hand, utilizes frameworks like Data Drive, Hybrid, and Keyword, which accelerate the automation process. 

Value-Driven QA Engineering and Software Testing Services 

Unlocking Quality and Efficiency in Your Software Development 

In summary, manual testing is suitable for test cases that need to run once or twice, while automation testing is ideal for executing the same set of test cases frequently. Manual testing comes with a higher risk of missing pre-decided test deadlines, while automation testing carries zero risks of missing out on predetermined tests.  

Additionally, automation testing proves useful for build verification testing, which can be challenging and time-consuming with manual testing. It also aligns well with the principles of DevOps and contributes to the overall DevOps cycle. 

Free Consultation: Your Gateway to Automation Testing 

Guidance, Expertise, and Tailored Solutions 

Now that we’ve covered the differences, let’s not forget to mention some of the best automation testing tools out there! In the realm of open-source tools, we have: 

– Selenium: The ultimate automation testing suite that revolutionizes browser and API testing. 

– Cucumber: A behavior-driven development tool for writing acceptance tests for web applications. 

– Cerberus Testing: A remarkable low-code test automation platform that supports various applications, including web, iOS, Android, and APIs.

If you’re looking for paid tools, we’ve got you covered there too! Consider:

– HP UFT (aka QTP): A powerful intelligent test automation tool that accelerates testing across different types of applications. 

– ACCELQ: Built on a codeless architecture, it offers a comprehensive test automation solution with full integration into the test lifecycle. 

– Katalon Studio: A top-notch automation testing solution built on open-source frameworks, specializing in web, API, mobile, and desktop application testing. 

If you have any questions or need further assistance, don’t hesitate to reach out to us. We’re here to provide a free consultation and guide you through the world of automation testing. And remember, the ROI of automated testing may seem low initially, but as you continue testing subsequent releases, the manual effort decreases, and the ROI keeps increasing. 

Stay tuned for our upcoming blog, where we’ll delve into Selenium, its various frameworks, why we need it, and how we’ve successfully implemented it in our projects. In the meantime, if you’re interested in our value-driven QA engineering and software testing services, feel free to check them out here  

Happy testing! 

The post Which is better – Automation Testing Vs Manual Testing? appeared first on Beyond Key.

Power BI is the Business Intelligence component of the Microsoft Power Platform which provides us appealing dashboards and reports. These dashboards can easily be created using simple drag and drop functions. Many organizations face challenges with Power BI report performance while accessing these reports. Our Power BI team has researched a lot on improving and optimizing the Power BI report performance issues using tools like the Performance Analyzer tool.

What is the Performance Analyzer tool?

Windows Performance Analyzer (WPA) is a tool that creates graphs and data tables of Event Tracing for Windows (ETW) events that are recorded by Windows Performance Recorder (WPR) or Xperf. WPA can open any event trace log (ETL) file for analysis.

Steps to use the Performance Analyzer tool.

Let us walk through the steps of how we can use the Performance analyzer tool to analyze the performance of Power BI reports.

In Performance Analyzer, we can identify how the report elements, such as visuals and DAX formulas, are performing. We can see and record logs that measure how each of your report elements performs when users interact with them in MS (milliseconds).

Duration (MS) = the difference between a start and end timestamp for each operation.

Now, let’s deep dive into how the Performance Analyzer tool works.

Remember, this feature is available on Power BI Desktop only

Let’s get started.

1.Open your Report (pbix file).

2.Select the View In the Show area of the View ribbon, you can select the checkbox next to Performance Analyzer to display the Performance Analyzer pane.

Once we click on Performance Analyzer, the below image pane will appear.

3. Click on ‘Start recording’.  Clicking on “Start recording” this will be in running mode.

4. Start doing your operations on the report where you are facing issues and all other required areas to check for report performance.

Keep in mind, any actions you take in the report are displayed and logged in the Performance Analyzer pane.

So, each time you click on a visual, move a slicer, or interact in any other way, Performance Analyzer immediately displays the performance results in its pane.

5) Once you are done with the report element review you can select the Stop button which is now enabled.

6) Now all recorded information can be viewed directly in the pane or you can export it in JSON format.

Recording Analysis

Performance Analyzer recording analysis will be done on the following categories:

• DAX query– If a DAX query is required, this is the time between the visual sending the query, and for Analysis Services to return the results.
• Visual display– Time required for the visual to draw on the screen, including time required to retrieve any web images or geocoding.
• Other– time required by the visual for preparing queries, waiting for other visuals to complete, or performing other background processing.

You can identify the duration (in milliseconds ) for each element.

Final Thoughts

The Performance Analyzer feature is the perfect tool to use if you have slow models. We have put together all the steps you need to follow within Performance Analyzer to boost the performance of your BI models and reports.

If you face any difficulties or issues with controlling the performance of your BI reports, feel free to get in touch with us. At Beyond Key, we have a team of skilled Power BI consultants who can help you quickly resolve such issues in no time. Simply write to us at contact@beyondkey.com to reach us.

Also, visit our website to know more about our Power BI consulting services and offerings.

The post How To Use Performance Analyzer Tool appeared first on Beyond Key.