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Power BI Deep Dive
Tips and Tricks From the Preview Program
John White
Chief Technology Officer
UnlimitedViz Inc
http://wh...
3
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Agenda
Consideratio
ns
4
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
BI Architecture 101
Data Marts
Extract, Transform...
5
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
EE
Microsoft enterprise (classic) BI
SQL Server D...
6
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Microsoft personal BI (All in Excel)
Worksheets
T...
7
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
On
Premises
Power
View
Power
Query
Power
Map
Powe...
8
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power Query
Share
queries
9
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power View
Easy to build
and share
Power Query/Power View demo
Alcohol Consumption
World Health Organization
http://apps.who.int/gho/data/node.main.A1022?lan...
11
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power Query Considerations
• Log in to share/use...
12
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power View considerations
• Available through SS...
13
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power Map
Power Map demo
Hurricane Sandy
15
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power Map considerations
• Excel only – no brows...
16
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Data Management Gateway
OData
endpoints for
on-p...
17
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Data Management Gateway on-demand refresh
Data Management Gateway demo
Configure on premises data access
19
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Data Management Gateway considerations
• No inco...
20
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power Q&A
Power Q&A demo
22
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power Q&A considerations
• Currently demo mode o...
Early Guidance
24
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power BI Boundaries
SharePoint
storage
Power BI ...
25
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
What about on-premises?
Feature PowerPivot for
S...
26
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Load data into the model ONLY!
27
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Hide unwanted artifacts
28
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Design for mobile
29
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Action Items
 Sign up for the preview
 30 day ...
30
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Q&A
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 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 of "Power BI Deep Dive - Tips and Tricks From the Preview Program"

    1. 1. Power BI Deep Dive Tips and Tricks From the Preview Program John White Chief Technology Officer UnlimitedViz Inc http://whitepages.unlimitedviz.com @diverdown1964
    2. 2. 3 © DEVintersection. All rights reserved. http://www.DEVintersection.com Agenda Consideratio ns
    3. 3. 4 © DEVintersection. All rights reserved. http://www.DEVintersection.com 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. 4. 5 © DEVintersection. All rights reserved. http://www.DEVintersection.com 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. 5. 6 © DEVintersection. All rights reserved. http://www.DEVintersection.com 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. 6. 7 © DEVintersection. All rights reserved. http://www.DEVintersection.com On Premises Power View Power Query Power Map Power Q&A OData feeds
    7. 7. 8 © DEVintersection. All rights reserved. http://www.DEVintersection.com Power Query Share queries
    8. 8. 9 © DEVintersection. All rights reserved. http://www.DEVintersection.com Power View Easy to build and share
    9. 9. Power Query/Power View demo Alcohol Consumption World Health Organization http://apps.who.int/gho/data/node.main.A1022?lang=en
    10. 10. 11 © DEVintersection. All rights reserved. http://www.DEVintersection.com 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. 11. 12 © DEVintersection. All rights reserved. http://www.DEVintersection.com Power View considerations • Available through SSRS and Excel (different!) • Primarily delivered through Silverlight • HTML 5 currently in preview • Supported in the mobile client
    12. 12. 13 © DEVintersection. All rights reserved. http://www.DEVintersection.com Power Map
    13. 13. Power Map demo Hurricane Sandy
    14. 14. 15 © DEVintersection. All rights reserved. http://www.DEVintersection.com 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. 15. 16 © DEVintersection. All rights reserved. http://www.DEVintersection.com Data Management Gateway OData endpoints for on-premises data
    16. 16. 17 © DEVintersection. All rights reserved. http://www.DEVintersection.com Data Management Gateway on-demand refresh
    17. 17. Data Management Gateway demo Configure on premises data access
    18. 18. 19 © DEVintersection. All rights reserved. http://www.DEVintersection.com 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 http://whitepages.unlimitedviz.com/2013/09/power-bi-working-with-the-data-management-gateway/
    19. 19. 20 © DEVintersection. All rights reserved. http://www.DEVintersection.com Power Q&A
    20. 20. Power Q&A demo
    21. 21. 22 © DEVintersection. All rights reserved. http://www.DEVintersection.com Power Q&A considerations • Currently demo mode only • English only support initially
    22. 22. Early Guidance
    23. 23. 24 © DEVintersection. All rights reserved. http://www.DEVintersection.com 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. 24. 25 © DEVintersection. All rights reserved. http://www.DEVintersection.com 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. 25. 26 © DEVintersection. All rights reserved. http://www.DEVintersection.com Load data into the model ONLY!
    26. 26. 27 © DEVintersection. All rights reserved. http://www.DEVintersection.com Hide unwanted artifacts
    27. 27. 28 © DEVintersection. All rights reserved. http://www.DEVintersection.com Design for mobile
    28. 28. 29 © DEVintersection. All rights reserved. http://www.DEVintersection.com Action Items  Sign up for the preview  30 day eval  90 day eval for partners - http://www.microsoftofficedemos.com/  Blogs  http://whitepages.unlimitedviz.com  http://cwebbbi.wordpress.com  Twitter - @diverdown1964  Forums-  http://social.technet.microsoft.com/Forums/en-US/home?forum=powerbiforoffice365  Power BI Showcase Samples Program  http://pbishowcase.azurewebsites.net/
    29. 29. 30 © DEVintersection. All rights reserved. http://www.DEVintersection.com Q&A
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