This document provides an overview of the Primer on Power BI by Mark Tabladillo Ph.D. It outlines the major features of Power BI in Excel 2010 and 2013 as well as Power BI for Office 365. For Excel 2010 and 2013, it discusses Power Query, Power Pivot, Power View, and Power Map. For Office 365, it highlights analyzing data with Excel in the cloud. It also provides recommendations on licensing Power BI and connects with additional resources.

1. Primer on Power BI
Mark Tabladillo Ph.D.
Senior Data Scientist – Predictix/LogicBlox
SQL Saturday 439 – Columbus, GA

2. Mark Tab
Consulting
Training
Teaching
Presenting
SQL Server MVP
Linked In
@MarkTabNet

3. Outline
◾What makes Power BI different from the Microsoft Office I have known for years?
◾What are the major Power BI features in Excel 2013 and 2010?
◾What are the major features for Power BI for Office 365?
◾How can our team license Power BI?

4. How is Power BI
Different

5. Process
Efficiency
Cost
Reduction
Bringing Big Data
to ONE BILLION
people
Develop
New Business
Models

6. Data Scientist
Interact directly with data
Built-in to SQL Server
Data Developer/DBA
Manage data and
analytics together
Built-in advanced analytics
In-database analytics
Example Solutions
• Fraud detection
• Salesforecasting
• Warehouse efficiency
• Predictive maintenance
Relational Data
Analytic Library
T-SQL Interface
Extensibility
?
R
RIntegration
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100100
010101
Microsoft Azure
Machine Learning Marketplace
New R scripts
010010
100100
010101
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100100
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100100
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7. 1 in 4 enterprise customers on Office 3651 Billion Office Users
Analyze Visualize Share Find
Q&A
MobileDiscover
Scalable | Manageable | Trusted
Self-service BI with the familiarity of Office and the power of the service

8. Distribution Options
Cloud
Hybrid
On-premise

9. MarkTab Analysis

10. Desktop

11. Major Power BI
Features in Excel
Excel 2010 and Excel 2013

12. Major Power BI Features in Excel
Power Query
Power Pivot
Power View
Power Map

13. Discover
Analyze
Visualize
Explore
Analyzing data with Excel

15. Analyzing data with Excel
Discover
Analyze
Visualize
Explore

16. Analyzing data with Excel
Discover
Analyze
Visualize
Explore

17. Analyzing data with Excel
Discover
Analyze
Visualize
Explore

18. Power BI and Excel 2010
Software Solution
Power Pivot A version one of Power Pivot is available for Excel 2010. Microsoft’s website provides video, demos, and hands-on
labs to try out the software.
Opening up an Excel 2010 Power Pivot workbook in Excel 2013 requires an irreversible upgrade (meaning that
collaboration between Excel 2010 and Excel 2013 users is not possible – pick one version or the other). There are
some technical details involved in upgrading, which you can study by clicking this link.
Power Map Power Map is not available for Excel 2010.
Versions of Excel previous to 2002 had a native map feature. Though, advanced Excel users will know about
Microsoft MapPoint, which has gone through nineteen versions since its debut. Sadly, MapPoint is being
discontinued as of December 31, 2014. You might be able to obtain a copy now, or through some MSDN
subscriptions.
Power Query Power Query is available for Microsoft Office 2010 Professional Plus with Software Assurance. There are two
versions, one for 32-bit (x86) and one for 64-bit (x64).
Power View Power View is not available for Excel 2010.

19. Major Power BI
Features O365

20. A powerful new way to work with data
Self-service business intelligence with familiar Excel and the power of the cloud

29. Licensing Power BI

30. MarkTab Recommendation
•Office 2010Possible
•Office 2013 x64Recommended

31. Free Microsoft Software
For Students https://www.dreamspark.com/
For Startups http://www.microsoft.com/bizspark/

32. Recommended Links
Free eBooks http://blogs.msdn.com/b/mssmallbiz/archive/2014/07/07/largest-
collection-of-free-microsoft-ebooks-ever-including-windows-8-1-windows-8-
windows-7-office-2013-office-365-office-2010-sharepoint-2013-dynamics-crm-
powershell-exchange-server-lync-2013-system-center-azure-cloud-sql.aspx
Documentation http://msdn.Microsoft.com
Channel 9 Videos http://channel9.msdn.com/Search?term=power%20bi#ch9Search
PASS http://sqlpass.org
MarkTab Blog http://marktab.net

33. Connect with MarkTab
LinkedIn
Twitter @marktabnet

35. Appendix

36. Books
Collie, R. (2012). DAX Formulas for PowerPivot: A Simple Guide to the Excel Revolution: Holy
Macro! Books.
de Jonge, K. (2014). Dashboarding and Reporting with Power Pivot and Excel: How to Design
and Create a Financial Dashboard with PowerPivot – End to End: Holy Macro! Books.
Ferrari, A., & Russo, M. (2013). Microsoft Excel 2013 Building Data Models with PowerPivot:
Microsoft Press.
Jelen, B., & Collie, R. (2014). PowerPivot Alchemy: Patterns and Techniques for Excel: Holy
Macro! Books.
Larson, B., Davis, M., English, D., & Purington, P. (2012). Visualizing Data with Microsoft Power
View: McGraw-Hill/Osborne Media.
Webb, C. (2014). Power Query for Power BI and Excel: Apress.