powerbi-presentation.pptx

MicrosoftC+E T
echnologyTraining
SolutionArea
Data Analytics
Solution
Business Intelligence
T
echnology
Power BI
Introduction
Peter Myers

Module outline
01: Microsoft Power BI overview
02: Working with the Power BI service
03: Connecting to Power BI data sources
04: Creating Power BI Desktop solutions
05: Power BI for the developer

© 2016 Microsoft Corporation. All rights reserved. Microsoft, Windows, Microsoft Azure, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The
information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions,
it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO
WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION

MicrosoftC+E T
echnologyTraining
SolutionArea
Data Analytics
Solution
T
echnology
Power BI
Module 01
Microsoft Power BI
Overview
Peter Myers

Module outline
A new generation of BI
Introducing Microsoft Power BI
Power BI overview
Signing up for Power BI
Power BI announcements

Everyone
3rd wave
End user BI
Today, BI extends to everyone
Analyst to end user
2nd wave
Self-service BI
IT to end user
1st wave
Technical BI

Turning data into business insights is challenging
Common BI challenges include…
Multiple data sources Data residing in SaaS solutions, and other external
locations, is difficult to access and refresh securely
End-to-end view Data often resides in disparate locations, making it difficult
to see a complete picture of your business
Right data for the right
users at the right time
Different roles have different needs, and business users
need the latest operational data

Experience your data. Any data, any way, anywhere.
Power BI is a cloud-based business analytics service that enables:
 Fast and easy access to data
 A live 360º view of the business
 Data discovery and exploration
 Insights from any device
 Collaboration across the organization
 Anyone to visualize and analyze data
Power BI

Key benefits and differentiators
Pre-built content packs, consisting of dashboards
and reports, for popular SaaS solutions
Integration with familiar Microsoft products, and
commitment for scale and availability in Azure
Intuitive data exploration by using natural language
query
Real-time dashboard updates
Fast deployment, hybrid configuration, secure, and
integrated with existing IT systems
Secure, live connection to your data sources,
on-premises and in the cloud

Power BI overview
Data sources Power BI service
SaaS solutions
E.g. Marketo, Salesforce, GitHub,
Google analytics
On-premises data
E.g. Analysis Services
Organizational content packs
Corporate data sources, or external
data services
Azure services
E.g. Azure SQL, Stream Analytics
Excel files
Workbook data or data models
Power BI Desktop files
Related data from files, databases,
Azure, and other sources
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaboration
Natural language query
Reports
Datasets
01001
10101

Power BI overview
Power BI REST API
Power BI Desktop
Prepare Explore Share
Report
SaaS solutions
E.g. Marketo, Salesforce, GitHub,
Google analytics
On-premises data
E.g. Analysis Services
Corporate data sources, or external
data services
Azure services
E.g. Azure SQL, Stream Analytics
Excel files
Workbook data and data models
Power BI Desktop files
Related data from files, databases,
Azure, and other sources
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaboration
Natural language query
Reports
Datasets
01001
10101

Power BI overview
No matter what industry, or what role, Power BI is relevant
Business user
 Import data from SaaS sources, and work with dashboards and reports
Business analyst
 Import, reshape, integrate and model data
 Create compelling reports and visualizations
 Create content packs to share insights
BI professional
 Connect to live Azure data services
 Connect to on-premises Analysis Services databases
 Empower colleagues to create their own reports
Developer
 Integrate applications with Power BI
 Create real-time dashboards
 Develop custom visuals

Signing up for Power BI
Sign up can be achieved for free, and within
seconds
 Power BI works only with an organizational account,
associated with a work or school email address
Encourage customers to trial Power BI for
free, and to realize the benefits of Power BI
Pro features

February 2016:
Gartner has positioned Microsoft as
a Leader, for the ninth consecutive
year, in the Magic Quadrant for
Business Intelligence and Analytics
Platforms
 For the first time, Microsoft is placed furthest in
vision within the Leaders quadrant
Gartner positions Microsoft as a leader in BI and Analytics Platform

22 March, 2016:
At the inaugural Microsoft Data
Insight Summit, James Phillips,
Corp VP
, announced a major
milestone for Power BI—the
service has exceeded more
than five million subscribers
Over five million subscribers!

Key takeaways
 Power BI is a cloud-based business analytics service, delivering end
user BI
 Power BI delivers numerous benefits and differentiators
 Pre-built content packs
 Real-time dashboard updates
 Live connections to on-premises and cloud data sources
 Intuitive data exploration by using natural language query
 Integration with familiar Microsoft products and services
 Fast deployment, hybrid configuration, secure, and integrated with existing IT systems
 Microsoft is placed furthest in vision within the BI and Analytics
Platform Leaders quadrant

Resources
Power BI site
 http://powerbi.microsoft.com
Power BI documentation
 http://support.powerbi.com/
Power BI community
 http://community.powerbi.com/
Power BI blog
 http://blogs.msdn.com/b/powerbi/

Resources
Continued
Microsoft Cloud and Enterprise Partner Resources
 http://aka.ms/powerbipartners
 Includes up-to-date resources:
 Customer-ready materials
 Customer evidence
 Training and labs
 Demos
 “What to do next”
Gartner positions Microsoft as a leader in BI and Analytics
Platforms
 https://powerbi.microsoft.com/en-us/blog/gartner-positions-microsoft-as-a-
leader-in-bi-and-analytics-platforms/

MicrosoftC+E T
echnologyTraining
SolutionArea
Data Analytics
Solution
T
echnology
Power BI
Module 02
Working With the
Power BI Service
Peter Myers

Module outline
Introducing the Power BI online service
Creating and exploring reports
Assembling dashboards
Exploring with Q&A
Mobile applications
Sharing and collaborating
Describing additional capabilities
Tenant settings

The Power BI online service offers a simple, intuitive experience for
interacting with data
The service and features have been designed to:
 Simplify engaging with data from heterogeneous sources
 Fuel faster, more insightful business decisions
 Deliver a rich, consolidated view of key information, no matter where the
underlying data is stored
 Share data insights

Continued
Users engage with the service by using a supported web browser,
or mobile application
 Microsoft Edge
 Internet Explorer, 10 or 11
 Chrome desktop, latest version
 Safari Mac, latest version
 Firefox desktop, latest version

Continued
Users typically work with Power BI “building
blocks”:
 Datasets
 Reports
 Dashboards
Use the Navigation Pane to create, or select
items of interest

Providing feedback
Feedback can be provided to:
 Convey likelihood of recommending Power BI
 Explain why this score was given, and adding
an optional screenshot
 Allow participation in helping Microsoft
decide which Power BI features should be
added next

Use reports to layout visualizations across
one or more pages
Rich, interactive reports can be created,
updated and explored in the web browser
experience
 A report is based on a single dataset
 Reports consist of one or more pages
 Each page can be named, and consists of
visualizations and shapes
Creating reports

Dataset fields are used to layout a
visualization
 Visualization type and format can be adjusted to suit
Filtering can be applied at report, page or
visualization level
Sorting can be set at visualization level
Creating reports

Choose from numerous modern
visualization types:
 Filter data:
 Slicer
 Display numeric values:
 Card, Multi Row Card, Table, Matrix, KPI
 Graphically visualize data:
 Bar, Column, Line, Combo, Scatter, Waterfall, Pie, Donut, Funnel,
Treemap, Gauge, R Script
 Spatially visualize data:
 Map, Filled map
Import custom visuals
Creating reports: Visualization types

Exploring reports
Reports are either in Reading View or Editing View
 In both views, report pages can be opened in Full Screen Mode, or individual
visualizations can be popped out/in to see them zoomed in/out
In Reading View:
 Users cannot change the report definition
 Users can interact by changing filters or sorting
 Users can highlight values in one visualization to filter other page visualizations
 Shared reports can only be opened in Reading View
In Editing View:
 Users can interact, as in Reading View
 Users can also update the report (add/remove/reorder pages or visualizations)

Dashboards display tiles in a
single canvas
 A tile is sourced by “pinning” either a
report, report visualization, or a Q&A
response
 A dashboard can be based on one or
more datasets
 Tiles can be resized and
repositioned, and their
titles/subtitles can be updated
 Tiles can be sized to 1-5 units wide/high

Tiles can be opened in In-
Focus Mode, filling the
dashboard space
 The data last updated date is
displayed
 Not available for tiles sourced
from Q&A questions
Data can also be exported
Continued

Additionally, non data-related
tiles can be added to a
dashboard, using
 Web content
 Images
 Text boxes
 Videos
Continued

Continued
Dashboards enable interactivity
 By default, clicking on a tile will drill through to its source
 However, a custom link (URL) can be set to override this default behavior
Dashboard tiles can reflect live, real-time data
 For non real-time datasets, tile thumbnails are automatically cached every 15
minutes
Dashboards can be displayed in Full Screen Mode
 Additionally, all tiles can be
displayed by using Fit to Screen

Exploring with Q&A
In the dashboard canvas, use Q&A to ask natural language
questions
 The dashboard must contain at least one tile to connect to a dataset, and
 Only cloud-based cached datasets are supported
Q&A helps formulate an appropriate question
 Q&A will format your question with suggestions, auto-complete, and even
spelling corrections
 Featured questions can be added to datasets
 Only English questions are supported

Exploring with Q&A
Begin by asking “Show…”
 For example:
 Show <table>
 Show <aggregate function><numeric column>
 Show <measure> by <column>
 Show <column> where <column> is before <date value>
 Show <measure> where <column> is before <date value> sorted by <measure>
 Show <measure> where <datetime column> is [this | last] [year | month | hour | minute | second]
Optionally, Q&A responses can be:
 Customized by using the Visualizations or Fields pane
 Pinned to the dashboard
Continued

Mobile applications
Install native mobile applications to access
dashboards, available for:
 Windows
 iOS (iPhone and iPad)
 Android
Supported capabilities:
 Set favorites for important visualizations
 Zoom in and out of visualizations
 Annotate visualizations and share snapshots with
others
 Configure alerts to receive notifications of critical
business KPIs

Mobile applications
Continued
Dashboards can be configured for
Phone view also
 Existing dashboard tiles can be resized,
repositioned, or removed

Sharing and collaboration
Sharing and collaboration can be achieved by three different, and
complimentary, techniques:
 Sharing dashboards and tiles
 Office 365 groups
 Organizational content packs
With the exception of on-premises Analysis Services datasets, all
users will see the same shared data

Sharing dashboards and tiles
Use Sharing to provide ad hoc access to dashboards, or specific
tiles
 Typically suitable for users that work closely together, and that need to view
dashboards or specific tiles
 Shared users must have signed up for Power BI
 Sharing with external users is possible—if enabled in the Admin portal

Sharing dashboards and tiles: Continued
 Shared items are identified by , are read-only and cannot be personalized
 Dependent datasets are not made visible
 The dashboard owner can:
 Allow other users to re-share—internal users only
 Review shared access, and stop sharing with specific users
 Save dashboard changes, which then become immediately available to all shared users
 Dashboards can be shared from a user’s workspace, or from a group

Sharing dashboards and tiles: Navigation pane
It is possible to filter the
workspace content by
showing/hiding shared assets

Office 365 groups
Use Office 365 groups to manage and share content
 Typically suitable for teams/collaborators with whom you work closely for a
common purpose/project
Like a user, groups can own content
 The owner of the group is by default, an admin
 Group admins can manage the membership, and promote others users as admins
 Every member of the group:
 Must belong to the same tenant
 Has either read-only permission, or complete permissions to update, create and delete the
group content
 Must have the Power BI Pro license

Use organizational content packs to make content available to
broad audiences, and to allow personalization
 Typically suitable for anyone who might be interested in this content
A content pack is defined in terms of a title, description, image,
and specific items:
 Datasets
 Reports
 Dashboards

Organizational content packs: Continued
Content packs are discoverable in the
Content Gallery and can be made available to:
 Entire organization—if enabled in the Admin portal
 Members of a security or Office 365 group
 Individuals within the same tenant
By default, dashboards and reports are read-only
 However, members can unlock and personalize them
Updates made to a content pack will:
 Apply automatically to non-personalized content
 Notify a user that has personalized content, so they may take appropriate action

Sharing and collaborating
Summary and comparison of sharing techniques
Share Office 365 Group Org Content Pack
Purpose Ad hoc Collaboration Broader content delivery
Target audience Individuals, or colleagues in or
out of the organization
Typically suitable for users that work closely
together, and that need to view dashboards
or specific tiles
Office 365 group members
Typically suitable for teams/collaborators
with whom you work closely for a common
purpose/project
The entire organization, or
members of security or Office
365 groups, or individuals
Typically suitable for anyone who might be
interested in this content
Applies to Dashboards, or specific tiles All content All content
Discovery Automatic, or Invitation email Office 365 group Get Data ► My Organization
Permission Read-only
Datasets are not visible.
Reports are in Reading View.
Resharing permission can be granted.
Read Only, or Edit
Members of the group will have equal
rights to manage the group content
Primarily read-only
Members can create a personal copy.
Updated content packs that have been
personalized will raise a notification.
License Power BI and Power BI Pro Power BI Pro only Power BI Pro only

 Pinning SQL Server Reporting Services reports
 Pinning Excel ranges
 Pinning snapshots of Excel elements
 Pinning real-time data (Preview)
 Quick Insights
 Analyze in Excel
 Web publishing
 Row-level security
 Data alerts
 Cortana for Power BI
 Dashboard data classification

Pinning SQL Server Reporting Services reports
Visuals from existing, on-premises Reporting Services reports, can
be pinned to Power BI dashboards
 To setup, use Reporting Services Configuration Manager to register the report
server with Power BI
 To pin visuals, use Report Manager to select a visual and to also configure the
frequency of updates (hourly or daily)
 Updates are achieved by using a Reporting Services subscription
 Available only with SQL Server 2016 (all editions)

Pinning Excel ranges
Ranges can be pinned from Excel workbooks that have been
saved in:
 OneDrive for Business, or
 Another group-shared document library
Ranges can contain data, charts, tables, PivotTables, PivotCharts,
and other Excel parts
You can view—but not pin—tiles from workbooks that have been
shared with you

Pinning snapshots of Excel elements
Install the Power BI Publisher for
Excel add-in to share snapshots of
Excel elements to online dashboards
in seconds:
 Elements include PivotTables, charts, and
ranges
 Requires Excel 2007, or later (32- or 64-bit),
and Internet Explorer 10, or later

Pinning real-time data (Preview)
Real-time dashboard tiles can be
created by pushing data to the Power BI
REST APIs or from streams created in
PubNub
 Create real-time streaming datasets
 Copy code examples to send data to the
streaming dataset (raw JSON, cURL, PowerShell)
 Configure real-time tiles

Pinning real-time data (Preview): Example

Quick Insights
Use Quick Insights to generate interesting interactive visualizations
based on your data
 Can be run on entire dataset (Quick Insights), or on a specific dashboard tile
(Scoped Quick Insights)
 Presents up to 32 separate insights in a special Quick Insights canvas
 Insights can be pinned to dashboards, and to continue further, additional Quick
Insights can be run on the insights

Analyze in Excel
With Analyze in Excel, users can view and
interact with a Power BI dataset directly in
Excel
 They can then produce PivotTables, charts, and
work with slicers based on the dataset that exists
in Power BI
 Supported for Excel 2010 SP1, and later
 Launched from reports or datasets
 Requires Excel updates be downloaded and
installed

Web publishing
Publish to Web enables easily
publishing reports into blogs
and websites
 When you use Publish to web, the
report or visual you publish can be
viewed by anyone on the Internet
 There is no authentication used when
viewing these reports
 An embed code is generated, and can
be deleted to instantly remove access
 This feature can be disabled in the
Admin portal

Web publishing: Continued
Data refreshes are automatically reflected in an embedded report
or visual
 It can take approximately one hour for refreshed data to be visible from embed
codes
Limitations:
 Reports using real-time data sources
 Reports using row-level security
 Reports using Analysis Services hosted on-premises
 Reports shared to you directly, or through an organizational content pack
 Reports in a group in which you are not an edit member
 "R" Visuals are not currently supported in Publish to web reports

Row-level security
It is possible to restrict data access on datasets for given users
 Filters restrict data at the row level, and are assigned to roles
 Users are also assigned to roles
As the owner of a dataset, it is possible to:
 Assign users to roles
 View reports for different roles

Row-level security: Continued
Limitations:
 Can only be defined on datasets created by using Power BI Desktop
 Only imported data and DirectQuery connections are supported
 Q&A and Cortana are not supported
 Analyze in Excel is not supported
 External sharing is not supported
If applied to a dataset owned by a group, roles will only be
applied to read-only members

Data alerts
Data alerts notify users of changes beyond set limits
 Configured on dashboard tiles
 Fully synchronized across platforms; set and view data alerts in the mobile apps,
and also in the Power BI service
 Alert notifications provide details and links to view the tile or dashboard, and also
insights
Limitations:
 Alerts are currently not supported for card tiles with date/time measures
 Alerts only work with numeric data types
 Alerts only work on data that is refreshed; they do not work on static data

Data alerts: Creating or managing

Cortana for Power BI
Cortana (the personal digital assistant) can look for answers in
Power BI datasets by asking questions, similar to Q&A
Requires:
 The dataset supports Q&A, and is
enabled for Cortana to access
 The user has Windows 10 version 1511,
or later (November 2015 update)
 The user adds their Power BI account to
Windows 10
Cortana for Power BI is currently only
available in English

Cortana for Power BI: Answer pages
Reports can be specifically designed to answer Cortana questions:
 Enable Q&A
 Set the page size to Cortana
 If the report page has page level filters, set Require Single
Selection, so Cortana will display the report as an answer
if one, and only one, filter item is specified
 Ensure that the dataset can be accessed by Cortana

Dashboard data classification
Dashboards can be classified to raise awareness of what level of
security should be used
 Classifications can be defined in terms of: Name, shorthand value, whether to
display tag and URL
 The feature must be enabled by the tenant admin

Tenant Settings
Tenant settings can be managed by administrators:

Tenant Settings
All settings
 Publish content packs to the entire organization (default On)
 Allow sharing content to external users (On)
 Publish to web (On)
 Export data (On)
 Interact with and Share R visuals (On)
 Allow users to ask questions about their data using Cortana (On)
 Allow users to use Analyze in Excel with on-premises datasets (On)
 Allow users to create template organizational content packs (Off)
 Create audit logs for internal activity auditing and compliance purposes (Off)
 Data classification for dashboards (Off)

Key takeaways
 The Power BI online service offers a simple, intuitive experience for
interacting with data
 Users engage with the service by using a supported web browser, or
mobile application
 Dashboards display tiles in a single canvas
 A tile is sourced by “pinning” either a single report visualization, or a Q&A response
 Sharing and collaboration can be achieved by three different, and
complimentary, techniques:
 Sharing dashboards and tiles
 Office 365 groups
 Organizational content packs
 Entire reports can be easily published to blogs and website

Resources
Power BI Dashboards knowledge base
 https://support.powerbi.com/knowledgebase/articles/424868-dashboards-in-
power-bi
Q&A in Power BI knowledge base
 https://support.powerbi.com/knowledgebase/articles/474566-q-a-in-power-bi
Power BI mobile
 https://powerbi.microsoft.com/mobile

MicrosoftC+E T
echnologyTraining
SolutionArea
Data Analytics
Solution
T
echnology
Power BI
Module 03
Connecting to Power BI
Data Sources
Peter Myers

Module outline
Connecting to Power BI data sources
Keeping data current in Power BI
Integration with Azure services

Connecting to data through Power BI is easy, and can be achieved
with a variety of data source formats:
 Content packs:
 My Organization
 Services
 Files, including:
 Power BI Desktop files
 Excel workbooks
 Databases and data services – cloud and on-premises

Formats: Content packs: SaaS applications
Power BI enables connections to SaaS applications
 Connections require an existing subscription
 Each content pack provides pre-built dashboards and reports

Formats: Files
Files can be uploaded, or connected to on OneDrive
for Business, OneDrive Personal or SharePoint Online
 Updates to OneDrive files will appear automatically in dashboards
and reports
Supported file types:
 Excel workbooks
 CSV files
Maximum size for uploaded files: 250MB

Formats: Files: Excel 2016
Excel 2016 supports direct
publication to the Power BI
service
 Publication must be made to
OneDrive for Business
 Updates made from Excel 2016 will
be reflected automatically in Power
BI datasets

Formats: Files: Transposition to Power BI
Power BI Desktop files:
 File ► Power BI dataset
 Report ► Power BI report
 An empty dashboard is automatically created, with a token tile to connect to the
dataset (i.e. Q&A ready)
Excel workbooks:
 Data model content takes precedence over worksheet content
 Workbook data model ► Power BI dataset
 Power View sheets ► Pages of a Power BI report
 PivotTables, PivotCharts and custom fields are not recognized

Formats: Database and data services
Certain Azure (cloud-based) services are available with
Direct Connect
 Queries are sent back to Azure as users explore and report on data
(dashboard tiles refresh every 15 minutes)
 These experiences are intended for users who are familiar with the
databases and entities they connect to
 Only available with the Power BI Pro license

Formats: Database and data services: SQL Server Analysis Services
Live connections to on-premises data can be made to
SQL Server Analysis Services
 Supported for SQL Server 2012 and later
 The user’s identity is passed through, and so read access is
required, and role permissions (row filters) will be enforced
 Q&A natural language querying is not supported
 Only available with the Power BI Pro license

Authentication
Power BI connects to data sources as the user
 Connections require valid accounts that meet the requirements of the specific
data source
Authentication method is specific to connection type
Method Applies to
Basic Azure SQL Database | Marketo | OData feeds
Account key Azure Blob Store | Azure Table Store | Azure HDInsight
OAuth Salesforce | Google Analytics | OData feeds
Marketplace key Azure Marketplace
Anonymous OData feeds | Web

Power BI enables online and on-premises data refresh for datasets
uploaded from:
 Excel workbooks, where Power Query or Power Pivot is used to query data
Data refresh can be
on-demand, or scheduled
 Minimum schedule frequency is hourly
Achieved via a gateway
 Personal
 On-Premises Data Gateway

Authentication
In order for Power BI to refresh a dataset, credentials must be
provided for the data sources included in the dataset
Credentials are securely stored so Power BI can connect to the
data source on behalf of the user
 Once specified, the credentials are retained, and may be updated

Supported online data sources for refresh
All Azure and Online Services
data sources are supported
for refresh directly by the
Power BI service
 For datasets created directly from
services, and from Power BI
Desktop queries

Supported on-premises data sources for refresh
All other data sources available in Power BI Desktop are
supported, except:
 Hadoop file (HDFS)
 Microsoft Exchange

Power BI Gateway—Personal
Users can install the Power BI Gateway—Personal to refresh
supported on-premises data sources
 Only available in 64-bit
 Runs as a service if configured with an administrator account; otherwise runs as
an application
 Data transfer is secured (SSL) through Azure Service Bus
 There is no requirement to open any firewall ports
 Certain scenarios cannot be scheduled for data refresh:
 Custom SQL statements
 Excel worksheet data
 Direct Connect or DirectQuery data sources

On-Premises Data Gateway
IT can install the On-Premises Data Gateway to serve large groups
of users to refresh supported on-premises data sources
 It is the successor to the Power BI Gateway—Enterprise
 IT can:
 Centrally manage the set of users who have access to the underlying data sources
 Gain visibility into gateway usage, such as most commonly accessed data sources, and the users
accessing them
 Data sources:
 SQL Server Analysis Services
(Multidimensional and Tabular modes)
 SQL Server
 Oracle, Teradata, SAP HANA

Azure and Power BI have the built-in
connectivity and integration to bring business
intelligence efforts to life
Integration can be achieved without the need
to develop complex solutions:
 Direct connect:
 Azure SQL Database
 Azure SQL Data Warehouse
 Spark on Azure HDInsight
 Power BI Desktop
 Real-time dashboards with Azure Stream Analytics
HDInsight
Storage
Event
Hubs
Machine
Learning
SQL Server
Stream
Analytics
Power BI

Power BI Desktop
Connect to various Azure
services, and create queries
 Queries can be integrated with other
data source types, not necessarily
Azure
 Datasets sourced from a Power BI
Desktop file can be refreshed

Real-time dashboards with Azure Stream Analytics
Use Azure Stream Analytics to push live, streaming data to
Power BI
 Enables real-time dashboards at scale, over data from devices and applications
 Can stream millions of events per second
 Can perform aggregation over time windows

Advanced analytics
Coalesce Azure services
together to drive advanced
analytics:
 Azure HDInsight:
Big Data processing
 Azure Machine Learning:
Predictive analytics
 Azure Data Factory:
Orchestration at scale

Key takeaways
 Connecting to data through Power BI is easy
 Power BI enables connections to SaaS applications
 Files can be uploaded, or connected on OneDrive for Business,
OneDrive Personal, or SharePoint Online
 Live connections to on-premises data can be made to:
 SQL Server Analysis Services (Multidimensional and Tabular modes)
 SQL Server
 Oracle, Teradata, and SAP HANA
 Power BI enables online and on-premises data refresh
 Azure and Power BI have the built-in connectivity and integration to
easily bring Business Intelligence efforts to life

Resources
Power BI Get Data knowledge base
 https://support.powerbi.com/knowledgebase/topics/63369-get-data
Azure and Power BI knowledge base
 https://support.powerbi.com/knowledgebase/articles/568614-azure-and-power-bi
Power BI Security whitepaper
 https://support.powerbi.com/knowledgebase/articles/667840-power-bi-security
 Addresses commonly asked Power BI security questions

MicrosoftC+E T
echnologyTraining
SolutionArea
Data Analytics
Solution
T
echnology
Power BI
Module 04
Creating Power BI Desktop
Solutions
Peter Myers

Module outline
Introducing Power BI Desktop
Creating queries
Configuring relationships
Enhancing the model
Securing the model
Designing reports
Publishing to Power BI

Power BI Desktop is a visual data exploration and reporting tool
 A freely downloadable 32- or 64-bit
desktop application optimized for use
with the Power BI service
 Integrates proven Microsoft technologies
 Excel add-ins: Power Query, Power Pivot and
Power View
 Enables multiple ways to transform
schema and data
 Updated (at least) on a monthly basis

Providing feedback
Feedback can be provided:
 Send a Smile to convey satisfaction with
the tool, or a specific feature
 Send a Frown to convey the opposite
 Both options open a mail message, with
the opposition to include a screenshot
and/or formulas
Specific feedback can be sent
directly by rating the experience

User experience: Getting data
A query is defined by “getting data”
 Source types include File, Database, Azure, Online Services and Other
Data can be simply and quickly loaded “as is”
 Typically: Select type ► Define connection ► Authenticate ► Load
 Optionally, the Query Editor can be used to transform queries

User experience: Three views

User experience: Report view
Work in Report View to create any number of report pages with
visualizations
 It provides almost the same design experience as the report Editing View in the
Power BI service
 A report will have at least one blank page to start, and any number of pages can
be added
 Pages appear, and can be managed, in the navigator pane

User experience: Report view: Continued
The intent of the application is to land the user on the report
canvas as quickly as possible
 Built-in intelligence will often infer relationships, and detect data types and
categories
 Evidence suggests that most schemas are relatively simple, and so the optimized
path is: Load data ► Visualize
Many model transformations can be applied while working in
Report View
 Change data types, formats, calculation formulas
 Rename fields
 Sort columns
 Manage relationships

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