Office 365 Saturday Europe - Self-Service Business Intelligence with Power BI

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Power BI for Office 365 provides many new features enabling everyone new scenarios of putting in place business intelligence with Excel and Office 365. Discover, access and manipulate data with just a few clicks, shape and transform data. Analyze and create stunning interactive visualizations that uncover hidden insights to share and collaborate from anywhere, and soon on any device.

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  • The growth of data increases each day, as does the need for self-service business intelligence that can turn data into decision-ready insights. But too often, the tools necessary to extract those insights are just as hard to handle as the data. Microsoft Power BI for Office 365 is a collection of new features and services that, together, enable you to visualize data, share discoveries, and collaborate in intuitive new ways. Familiar tools including Excel and SharePoint form the foundation of Power BI, with deeper integration and powerful new capabilities. Power BI builds on your existing knowledge of Excel, amplifying your understanding and ability to capitalize on the ever-expanding world of valuable, yet sometimes unwieldy, data.
  • Power BI features in Excel 2013 make discovering and visualizing data easy. Today we shall have a look at four (4) features – Power Query, Power Pivot, Power View, and Power Map which have been created to work seamlessly together, while comparing options we had previously (let’s say in SharePoint 2010) and, of course, taking a quick look at the Power BI windows Store app – the Windows 8 app meant as the mobile companion for Power BI.
  • With Power Query, you can search the entire cloud for data, both public and private. Using multiple data sources, you can filter, shape, merge, and append that data using Power Query… without bringing any of it into Excel (as you usually do when importing with Power Pivot). You get a view into the data, shape it how you want, and can then send it directly to the Data Model in Power Pivot. And even then, you can create new calculations and fields in Power Pivot to get just the dataset you want. Data models created with either Power Pivot or Power Query represent the only underlying source of data for Power View when creating reports.
  • Essentially a data model is nothing but a group of tables tied together by a set of relationships with some calculated fields, and possibly some calculated columns.
  • Power View was originally an additional reporting system in SQL Server Reporting Services that was integrated into SharePoint. Prior to Microsoft Office 2013, using Power View required existence of Microsoft SharePoint, Reporting Services, and PowerPivot for SharePoint. In response to the enthusiastic feedback from users, Microsoft Power View has been added to Excel 2013 too, making Excel 2013 the best data exploration tool that Microsoft offers, without needing any modification.Power View in both Excel 2013 and SharePoint Serverprovide an interactive data exploration, visualization, and presentation experience for all skill levels. Pull your data together in tables, matrices, maps, and a variety of charts in an interactive view that brings your data to life. Many of the features now in Power View in Excel 2013 were in Power View in SharePoint 2010, and new features have been added to both.As an addition to existingExcel analytical experience, Power View does works ONLY with existing PowerPivot data model, and does not work with Excel tables.The major benefit of Power View is that it can create beautiful reports with minimum effort. The goal is to provide a graphical data exploration tool designed to let you investigate data using charts instead of PivotTables. Power View is not a sophisticated charting environment, instead its purpose is to let you create charts very quickly and look at data in different formats in a simple way.
  • 1.4. In Power Pivot, hiding a column does not remove it from the model. A hidden column can still be used as a sort column in a table. It can also be referenced in formulas that define calculated columns or calculated fields.The ability to hide columns is not intended to be used for data security, only to simplify and shorten the list of columns visible to reports that use them.
  • Office 365 Saturday Europe - Self-Service Business Intelligence with Power BI

    1. 1. Office 365 Saturday Europe Welcome #O365EU Hosts: Matthew Hughes & Rene Modéry Meeting #1
    2. 2. Office 365 Saturday Europe Self-Service Power BI Marius Constantinescu blue-infinity SA, Geneva Switzerland MVP SharePoint Server Meeting #1
    3. 3. 1. Understand Microsoft vision of self- service business intelligence (BI) 2. Introducing features and tools 1.  Self-Service BI in Excel Discover & Combine with Power Query Model & Analyze (Power Pivot) Visualizations (Power View, Power Map)   2. Power BI for Office 365 What shall we talk about today
    4. 4. The World of Data is Changing
    5. 5. Self-Service BI for Office 365 1 in 4 enterprise customers on Office 365 1 Billion Office Users Discover Analyze Visualize Share Find Q&A Scalable | Manageable | Trusted Mobile
    6. 6. Data Steward – a new role in your organization  How to identify them ?    Normally business users with expert knowledge of business processes Able to validate the accuracy, completeness of data within a certain business context A data steward is primarily responsible for:       Identifying and acquiring new data sources. Creating and maintaining consistent reference data and master data definitions. Publishing relevant data to appropriate users in an organization, and monitoring the published data sources for usage/relevance/quality feedback. Creating and managing business metadata for published data sources to ensure that it is easily discoverable, and meaningful to information workers. Resolving data integrity issues across stakeholders. Analyzing data for quality and reconciling data issues.
    7. 7. BI Center sites or Power BI sites Available on SharePoint Enterprise Online and On-Premises Pre-configured lists and libraries, features to share BI content (reports, KPI, dashboards) Limits set by at Web Application level BI Center site Only available on Power BI for Office 365 Visual appealing, uses tiles concepts Add “featured” reports for ease of access Power BI is an Cloud-App, doesn’t require a new site File size limited to 250 Mb Power BI site
    8. 8. Power BI on Office 365 Power Query Power Query is an add-in for Excel that you can use to discover lots of different data sources (internal and/or public), combine and shape data. Power Pivot Create a powerful Data Models with one or more tables of data, relationships between tables that come from different data sources. Power View Create interactive views, reports, scorecards, and dashboards. Power Map Visualize data on a three-dimensional (3D) globe and show how data trends over time in a particular geographical area. Power BI sites Power BI sites SharePoint site into a visual (using thumbnails), dynamic way to view and share Excel workbooks. Power BI Windows Store App Use it to view and interact (filter with slices, charts) with Excel workbooks store on Office 365 on a Windows tablet. Powerful, selfservice BI solution with loads of features
    9. 9. Power Query Discover, combine, and refine data for better analysis in Excel Public search feature (for now mainly intended for use in the US only) Pre-requirements    1/ Access data sources that aren't readily available in Power Pivot, such as Facebook, MySQL, Azure HDInsight (Hadoop), Web Api results (OData, JSON) 2/ Perform Inline transformations with ease - built-in transformations (splitting columns and un-pivoting data are two popular tasks) that can help square up data prior to modeling in Power Pivot while showing a nice recap of Steps 3/ Materialized tables (Use "Append" and "Merge" functions to bring into a single table multiple different databases) Limitations ▪ SharePoint based refresh in SharePoint Online / On-Premises are not yet supported. ▪ You can’t import an Excel Data Model you created with Power Query into a tabular model (in SS Data Tools)     Microsoft Office 2013 Professional Plus Office 365 ProPlus Excel 2013 Standalone Excel 2010 – requires Software Assurance for Office Professional Plus through Volume Licensing Available for download at http://office.microsoft.com/enus/excel/download-data-explorerfor-excel-FX104018616.aspx
    10. 10. Power Pivot        Create relationships between tables (VLOOKUP is now obsolete). Add formulas with Data Analysis Expressions (DAX). Create key performance indicators (KPIs) in Power Pivot. Set table and column properties to improve the experience of designing in client tools such as Power View and Power Map. Organize fields in hierarchies (supporting drill-down scenarios, making easier for user to navigation across common paths of data, e.g. Region>Country>City) Create perspectives (custom views targeting particular user group/business scenario for easier navigation of large data sets). ! Not enabled by default – check File > COM Add-Ins section Enrich your data model with Power View
    11. 11. The BI Semantic Model - a single source for reporting, dashboards, analysis, and predictive analytics.  Essentially a data model is nothing but a group of tables tied together by a set of relationships with some calculated fields, and possibly some calculated columns.  Obtained via Power Query, Power Pivot, Excel tables  Business Intelligence Semantic Model
    12. 12. Demo Visualize and interact with reports & charts in Power BI windows store app
    13. 13. Power View  Pre-requirements  Microsoft Office 2013     Not a sophisticated charting environment - its purpose is to let you create charts very quickly and look at data in different formats in a simple way. Originally viewed as an additional reporting system in SQL Server Reporting Services integrated with SharePoint 2010 Only works with Power Pivot data model ! If you don’t see it after installation – check COM Add-Ins section Professional Plus  Office 365 ProPlus  Excel 2013 Standalone  Excel 2010 – requires Software Assurance for Office Professional Plus through Volume Licensing  (For now) Power View requires the Silverlight component to be installed on your system.
    14. 14. Power View vs. Report Builder & Report Designer Incompatible reports types 1. RDLX (Power View) vs. RDL Reports (in Report Builder / Designer) 2. Neither can open reports made with the other tool Which one should I use now?
    15. 15. Power View tips Before creating a new Power View visualization 1. 2. 3. 4. 5. Update field aggregations (default is Sum, maybe you wish or Average, Count, etc.) Change already Title, Image, and Identifier for each table as well for fields in your model – changing afterwards will result in loss of information Determine how duplicate values are handled in Power View reports Hide tables, fields, and measures you don’t want to be used by report creators – hiding does NOT delete nor break any formulas depending on them Set the default fields for a table so that when you click on a table in Power View, all of the default fields will be simultaneously added to the report Get started on the right foot
    16. 16. Power View chart types and data series Relationship Points Lines Points & Lines Bars Nominal comparison Avoid Avoid Avoid Either horizontal or vertical bars Time series When there is a need to narrow the scale and in so doing remove zero from its base. Categorical subdivisions on X axes, quantity values on Y axes. The emphasis should be on the overall pattern Categorical subdivisions on X axes, quantity values on Y axes. Mutual emphasis on overall pattern and individual values. Categorical subdivisions on X axes, quantity values on Y axes. Emphasis on individual values. Ranking When there is a need to narrow the scale and in so doing remove zero from its base Avoid Avoid Either horizontal or vertical bars Part to whole Avoid Avoid Avoid Either horizontal or vertical bars Deviation Avoid Known as a frequency polygon with the emphasis on the overall pattern Avoid Known as a histogram with emphasis primarily on individual values Single distribution Avoid Multiple distribution Used to mark the median in a box plot Used for up to five distributions Avoid Used in the form of range bars and box plots Correlation Known as a scatter plot Avoid Use as a trend line Either horizontal or vertical bars Few recommendation s when choosing charts
    17. 17. Natural Language Query
    18. 18. Demo Introducing Power View
    19. 19. Power Map      Visualize your data in a geographic context Uses Bing map tiles (allow for zoom in/out) By default data is displayed as Dots (size depends on attached measure). Multiple series generate pie-charts by default Do not work in the Power BI windows store app
    20. 20. Power BI Windows Store App View multiple reports sheets Interact with charts using slices Share reports with ease using Windows 8 charms Visualize correlated data
    21. 21. Power BI Windows store app capabilities      Scrolling within a visualization. Related data highlighting (cross-filtering) – tapping elements in one visualization to highlight related data in another visualization (same page). Filtering with slicers, across the whole sheet (or “view”) and individual visualizations. Column resizing in views (tables, matrix ). Sorting charts by the different fields in the chart.
    22. 22. Demo Visualize and interact with reports & charts in Power BI windows store app
    23. 23. Power BI Windows store app tips Recommendations • Supported Objects • Tables, Charts (Column, bar, line, scatter, and bubble charts) • Text boxes • Slicer • Use meaningful names on sheets, cannot reorder sheets • Exposes Objects (PivotTables, PivotCharts, charts, tables, and named ranges) not spreadsheets To Avoid • Not yet supported • Matrix, Tiles, Multiples, Maps, • Play axis in scatter and bubble charts • Hierarchies and drill-down Tips for great visualization & interaction experience
    24. 24. The journey continues… Future steps
    25. 25. •Define new Gateway •Decide secure credentials storage •Establish access restrictions (users and roles) Register •Download and install the MS Data Management Gateway •Requires Local Administrator •Work only on Windows 7, 8.x, Windows Server 2012 Configure Install Microsoft Data Management Gateway •Certificate •Power BI generated Or Existing •Endpoint •Protocol, Port (e.g. HTTPS 8051) •Data Source •Create connections in Power BI Admin center Expose onpremises data sources as OData feed for cloud-access
    26. 26. Office 365 Saturday Europe Thank you for attending Hosts Matt Hughes & Rene Modéry Presenter Marius Constantinescu (blue-infinity SA, Geneva, Switzerland)

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