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Power BI Deep Dive - Tips and Tricks From the Preview Program
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Power BI Deep Dive - Tips and Tricks From the Preview Program


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You've seen what Power BI can do. From lightning fast data mashups to dynamics reports to natural language queries. The question now is, "how do I get it to work for me?". That's what this session is …

You've seen what Power BI can do. From lightning fast data mashups to dynamics reports to natural language queries. The question now is, "how do I get it to work for me?". That's what this session is all about. It will show you what's behind those impressive demonstrations, how they work, and what you need to do to make Power BI work for you.

Power BI has had a long preview program, and there have been many lessons learned along the way. This session will share those lessons, outlining some "best practices" when using Power BI. All of the constituent components will be covered - Excel, Power Pivot, Power View, Power Map, Office 365, BI Sites, and the Data Management Gateway. After attending this session, you'll be able to roll out Power BI and avoid the pitfalls. 

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  • Instead of querying our source systems directly, we want to take our data and move it into Data Warehouses and data marts, which are optimized for the sorts of analysis that we want to perform. This is done through an ETL operation.CLICKThe data is extracted from the source system, CLICK transformed into the shape we need it, CLICK then loaded into the data warehouse. CLICK Other ETL processes or cube process will load the data into any necessary marts, cubes or models.From here various servers and client will access the data, usually from the data marts of cubes, but occasionally from the warehouse directly. So how does this translate to the Microsoft stack? There are two ways. The Enterprise, or “classic” BI method, or the Power (personal) method.
  • Starting with the classic method, SQL Server Integration Services is the tool that performs our ETL. SQL Server Database Engine is used for the storage of the data warehouses and data martsSQL Server Analysis Services is the multidimensional engine (traditional OLAP cubes) and now is the engine for enterprise tabular models (xVelocity). SSRS is the traditional server engine for serving reports, and can be deployed either standalone, or through SharePoint. These tools all ship on SQL server media, but some (SSRS and PowerPivot for SharePoint) may be deployed to SharePointClients of this infrastructure may be servers themselves, or designers and Power Users. Consuming tools include Excel, SQL Server Data Tools, Excel Services, PowerPivot for SharePoint, or a host of other tools. Recently, there has been a lot of work in the Personal BI space – so how does that compare to this approach? Fundamental BI concepts still apply.
  • To start with, we have an Excel Workbook. Excel is the personal BI client from Microsoft. As of the 2010 version (through an add-in), or Excel 2013 directly we have access to an embedded xVelocity data model. CLICKUsing the PowerPivot add-in (needs to be enabled) we can import data directly from the source data systems, and then manipulate the structure, but the data is read only. It can be refreshed, but not edited. Really, we have the E and the L of an ETL system. CLICKMore recently, Power Query has been introduced. It’s a part of Power BI, but in this context it’s just a free Excel add-in that brings more elegance to the import. It puts the T back into ETL on the personal side. It has a host of other features, and different data source options, but that’s fundamentally what it is. Power Query can also load data directly into the workbook, into the model, or both. CLICKOnce the data has been loaded it can be consumed through a number of Excel tools. The traditional multi dimensional tools are the Pivot chart and Pivot table, but we now also have Power View for analytical reporting, and Power Map for geospatial analysis. PowerPivot is the model editor.Be careful with Power Query. It cant be automatically refreshed. Yet.All of these approaches, both enterprise and personal converge through SharePoint and dashboards.
  • Power means tabular data model
  • Power Query is SSIS for personal useEasy Query building toolETL – Extract Transform and LoadQueries are saved, curated, and shared
  • Using Power Query to analyze troublesome data - show the different data sources - show the query web data
  • Public data was available for Hurricane SandyLets turn it into a movie
  • Configure the gateway - use Riding dataShow the consumption of the data in Power Query
  • Simple Olympics demo
  • Transcript

    • 1. Power BI Deep Dive Tips and Tricks From the Preview Program John White Chief Technology Officer UnlimitedViz Inc @diverdown1964
    • 2. 3 © DEVintersection. All rights reserved. Agenda Consideratio ns
    • 3. 4 © DEVintersection. All rights reserved. BI Architecture 101 Data Marts Extract, Transform, a nd Load (ETL) Middleware Server(s) Data Warehouse Storage Design and Visualization Data Cubes and Tabular Models E T L Reporting Server(s) BI and Designer Clients Source data
    • 4. 5 © DEVintersection. All rights reserved. EE Microsoft enterprise (classic) BI SQL Server DB SQL Server Integration Services (SSIS) SharePoint (with) • Excel Services • PowerPivot for SharePoint • SSRS SharePoint Mode • PerformancePoint SQL Server DB Storage Design and Visualization SQL Server Analysis Services Multidimensional and Tabular modes L SQL Server Reporting Services (SSRS) Excel SQL Data Tools Report Builder 3rd party tools ETL E T Source data
    • 5. 6 © DEVintersection. All rights reserved. Microsoft personal BI (All in Excel) Worksheets Tabular Data Model (xVelocity) Pivot Charts and Tables Power View (Analytic reports) Power Map (Geospatial and time series data) Power Pivot (Model design) Power Query (ETL) Power Pivot Import (EL)
    • 6. 7 © DEVintersection. All rights reserved. On Premises Power View Power Query Power Map Power Q&A OData feeds
    • 7. 8 © DEVintersection. All rights reserved. Power Query Share queries
    • 8. 9 © DEVintersection. All rights reserved. Power View Easy to build and share
    • 9. Power Query/Power View demo Alcohol Consumption World Health Organization
    • 10. 11 © DEVintersection. All rights reserved. Power Query Considerations • Log in to share/use queries • Deleting PQ Connections • Not currently refreshable (will be soon) • Powerful new data language (“M”) • Be careful with Power Query edits (Don’t do it…)
    • 11. 12 © DEVintersection. All rights reserved. Power View considerations • Available through SSRS and Excel (different!) • Primarily delivered through Silverlight • HTML 5 currently in preview • Supported in the mobile client
    • 12. 13 © DEVintersection. All rights reserved. Power Map
    • 13. Power Map demo Hurricane Sandy
    • 14. 15 © DEVintersection. All rights reserved. Power Map considerations • Excel only – no browser support (yet) • Visualizations can be exported and shared • Can’t easily filter data – build your model accordingly
    • 15. 16 © DEVintersection. All rights reserved. Data Management Gateway OData endpoints for on-premises data
    • 16. 17 © DEVintersection. All rights reserved. Data Management Gateway on-demand refresh
    • 17. Data Management Gateway demo Configure on premises data access
    • 18. 19 © DEVintersection. All rights reserved. Data Management Gateway considerations • No incoming firewall needed – outbound is required • Currently only limited support • MS SQL • Oracle • Examine PowerPivot connection string • Power Query not supported (yet) • Refresh process monitoring (diawp.exe, diahost.exe) • On demand refresh is tricky
    • 19. 20 © DEVintersection. All rights reserved. Power Q&A
    • 20. Power Q&A demo
    • 21. 22 © DEVintersection. All rights reserved. Power Q&A considerations • Currently demo mode only • English only support initially
    • 22. Early Guidance
    • 23. 24 © DEVintersection. All rights reserved. Power BI Boundaries SharePoint storage Power BI Model Maximum workbook size Excel Services rendering 2 Gb 10 Mb 250 Mb 260 Mb Browser editing 30 Mb
    • 24. 25 © DEVintersection. All rights reserved. What about on-premises? Feature PowerPivot for SharePoint Power BI Interaction with Embedded Models Yes Yes Power View rendering Yes (with export) Yes Use embedded model as data source Yes No Auto refresh Yes Yes (limited) Model size limit 2Gb 250 Mb Thumbnail gallery Yes Yes Pre-optimize workbooks No Yes Publish OData feeds No Yes Natural language query No Yes Mobile client No Yes
    • 25. 26 © DEVintersection. All rights reserved. Load data into the model ONLY!
    • 26. 27 © DEVintersection. All rights reserved. Hide unwanted artifacts
    • 27. 28 © DEVintersection. All rights reserved. Design for mobile
    • 28. 29 © DEVintersection. All rights reserved. Action Items  Sign up for the preview  30 day eval  90 day eval for partners -  Blogs    Twitter - @diverdown1964  Forums-   Power BI Showcase Samples Program 
    • 29. 30 © DEVintersection. All rights reserved. Q&A