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How to Get Lightning Fast Answers with Power BI Q&A and Cortana

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How to interact with your corporate data right from within the Cortana experience including voice integration for querying your data. How Q&A can resolve our day today question from organization. How to Use natural language queries to find answers in your own data. Start with a question, and have fun traveling through your data refining or expanding your question, uncovering trust-worthy new information, zeroing in on details and zooming out for a broader view

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How to Get Lightning Fast Answers with Power BI Q&A and Cortana

  1. 1. How to Get Lightning Fast Answers with Power BI - Q&A and Cortana Vishal Pawar
  2. 2. Download All Data Set , Data Set Sample, Presentation and Power BI Desktop File Click here to Download all file https://onedrive.live.com/redir?resid=54B4DBF5E0686AEE!28573&authkey=!ACVQb54vXPAZ7ZE&ithint=folder%2cxlsx
  3. 3. • 9 + years of experience in Complete Microsoft BI Stack • BI Solution Architect (Email – VishalPawar@live.com, @Vishal_bi) • Blogging @ http://bimentalist.com , http://sqlmentalist.com • Knowledge sharing - 350+ BI Articles ,400 SQL Article , 350+ SQL Script • 4 Complex SQL tool innovator on Codeplex & open source all- https://goo.gl/OI3sB4 • Slide share publication - http://www.slideshare.net/VishalPawar_BI • 2 LinkedIn Post - https://www.linkedin.com/today/author/120635304 • Free Power BI Course publish on Udemy - https://goo.gl/ArL0qe , 1600 + Student • Founder & Leader of Global Power BI User Group http://goo.gl/oV7IHz , 1200+ Member • Professional Microsoft BI Trainer Mentalist Network • Founder & BI Consulting Partner of Right Click Info • NMUG Community Founder Leader , Speaker - http://nmug.org/ • Microsoft Community Representative for Navi Mumbai region. • SQL PASS Chapter Lead for Mumbai & Navi Mumbai • MCTS: Microsoft® Certified Technology Specialist -SQL Server 2008 R2, BI • MCSA: Microsoft® Certified Solutions Associate • CSM: Certified Scrum Master from Scrum Alliance, US • SQL Server Expert in Architecting and Optimization • BE - Computer Science & Engineering , RAIT , Mumbai • MBA-Information System, Arianth College , Pune About Me
  4. 4. Agenda 1. Current BI Wave 2. Power BI – How to get Started ? 3. Sample Data Set to play ? 4. Q&A – Deep dive with Demo 5. Cortana – Deep dive with Demo 6. What is next for Q&A AND Cortana
  5. 5. Analyst – End user We are into 3rd Wave Welcome 3rd wave of Analytics
  6. 6. Agenda 1. Current BI Wave 2. Power BI – How to get Started ? 3. Sample Data Set to play ? 4. Q&A – Deep dive with Demo 5. Cortana – Deep dive with Demo 6. What is next for Q&A AND Cortana
  7. 7. Power BI – Just Quick Overview - 1 This is Boring !! Show me some latest !! https://sqldusty.files.wordpress.com/ 2016/01/power-bi-diagram2.png
  8. 8. Power BI – Just Quick Overview - 2 Start from here - www.PowerBI.com
  9. 9. Agenda 1. Current BI Wave 2. Power BI – How to get Started ? 3. Sample Data Set to play ? 4. Q&A – Deep dive with Demo 5. Cortana – Deep dive with Demo 6. What is next for Q&A AND Cortana
  10. 10. Data set use in today Presentation Data Set 1 • Custom ,Totally hand Made • Salary Details • Excel example will have Meta data information Data Set 2 • Power BI Sample DB • From Obvience • How to get it >>Next Slide
  11. 11. How to Get Sample content packs and datasets for Power BI - – Data Set 2 Click here to go to get all details of Sample packs Quick DEMO
  12. 12. Agenda 1. Current BI Wave 2. Power BI – How to get Started ? 3. Sample Data Set to play ? 4. Q&A – Deep dive with Demo 5. Cortana – Deep dive with Demo 6. What is next for Q&A AND Cortana
  13. 13. Q&A – Deep dive • What is Q&A and What it can not Do ? • Theory & Demo – How Q&A works, Demo to Enable Q&A dataset – Basic keyword search, Demo for Basic keyword – Words and terminology that Q&A recognizes – Question Template & explicit visualization – How Q&A helps you phrase the question, Q&A is friend • DEMO – Aggregation – featured questions for Power BI Q&A • Advance Q&A Modelling
  14. 14. What is Q&A A natural language understanding engine based on traditional search pattern matching techniques And All enhanced with Heuristic matching based on the structure of the model General understanding of English syntax Pre-built business intelligence commands, and Customizable domain-specific knowledge of the specific kinds of language used in the target model
  15. 15. What Q&A can not Do ? • However, regardless of how much intelligence we build into it, there are clear limits to the abilities of any system to interpret both the data and the questions targeted at it. • Example - It can’t calculate “total sales by year” from a pile of customer invoice emails. And it won’t be able to tell you “why sales didn’t go up last year”, • But rather than just talking about what it can’t do, let’s focus on what it can do. • For more details - http://blogs.msdn.com/b/powerbi/archive/2014/02/27/demy stifying-power-bi-q-amp-a-part-1.aspx
  16. 16. Q&A – Deep dive • What is Q&A and What it can not Do ? • Theory & Demo – How Q&A works, Demo to Enable Q&A dataset – Basic keyword search, Demo for Basic keyword – Words and terminology that Q&A recognizes – Question Template & explicit visualization – How Q&A helps you phrase the question, Q&A is friend • DEMO – More demo - Aggregation – featured questions for Power BI Q&A • Advance Q&A Modelling
  17. 17. How Q&A works & How to Enable it ! A set of core natural language understanding abilities Context-dependent keyword search Built-in knowledge for how to filter, sort, aggregate, group, and display data DATA -Column -Row -Relation -Datatype Demo to enable Q&A
  18. 18. Q&A – Deep dive • What is Q&A and What it can not Do ? • Theory & Demo – How Q&A works, Demo to Enable Q&A dataset – Basic keyword search, Demo for Basic keyword – Words and terminology that Q&A recognizes – Question Template & explicit visualization – How Q&A helps you phrase the question, Q&A is friend • DEMO – Aggregation – featured questions for Power BI Q&A • Advance Q&A Modelling
  19. 19. Basic keyword search - Columns & Tables • Names of the tables and columns • Note - Your source data should have sensible naming conventions • Q&A detects obvious word breaks and plurals • Example “Middle name” to match the column Middle_Name , but not vise versa  .. • It does not yet , try to guess the meaning behind abbreviated names like AvgNetPrft, or ones with nonobvious word breaks like pickuptime, or automatically search related terms such as matching “client” to a table named Customer. Demo – Middle_Name
  20. 20. Basic keyword search - Data Values • Q&A will match string data values it finds in the Dataset (Or in Model) • These searches are case insensitive, and will match either the exact word typed or the singular form of that word. • Example “Show Average Salary ” will match to “show average salary ”
  21. 21. Basic keyword search - Relationships • Q&A utilizes the implicit relationships between a table and the columns it contains and the explicit relationships defined in the model between tables • Example - “employee and their state” and “list employee and their state” • Distantly related things can be used in a single query, so long as there exists a set of relationships between them.
  22. 22. Basic keyword search -Contextual ambiguity resolution • Q&A’s keyword search capabilities will attempt to use context to resolve ambiguity caused by duplicate column names or duplicate values. • Example, - “customers 2012 London phone number” will match “London” to customer city rather than employee city and “phone number” to customer phone number rather than employee phone number.
  23. 23. Q&A – Deep dive • What is Q&A and What it can not Do ? • Theory & Demo – How Q&A works, Demo to Enable Q&A dataset – Basic keyword search, Demo for Basic keyword – Words and terminology that Q&A recognizes – Question Template & explicit visualization – How Q&A helps you phrase the question, Q&A is friend • DEMO – More demo - Aggregation – featured questions for Power BI Q&A • Advance Q&A Modelling
  24. 24. • less than, Maximum • number of, count of • Average, between, before Aggregations • Such as last month • This year Date keywords • Before • AfterDate ranges Words and terminology that Q&A recognizes
  25. 25. • Show, is • what is • are, what are Display verbs • Between, equal • More than • less than Equality keywords • Phrase • NounsNames • Opportunity = opportunities Plurals
  26. 26. Possessives • Tables and columns • columns - >containing table • Have and of Relationship • Descending, Ascending • Alphabetical order • Sort Sort order • Opportunity = opportunities Tenses
  27. 27. Q&A – Deep dive • What is Q&A and What it can not Do ? • Theory & Demo – How Q&A works, Demo to Enable Q&A dataset – Basic keyword search, Demo for Basic keyword – Words and terminology that Q&A recognizes – Question Template & explicit visualization – How Q&A helps you phrase the question, Q&A is friend • DEMO – More demo - Aggregation – featured questions for Power BI Q&A • Advance Q&A Modelling
  28. 28. Question Template
  29. 29. Q&A - Example # Q&A and Cortana Text 1 All Leaves by designation 2 All leaves by department 3 all leaves by group 4 All leaves by subgroup 5 Average Department Salary 6 Average salary by department 7 KPI by Designation 8 KPI by department 9 KPI by group 10 KPI by subgroup 11 Sick leave by designation 12 Sick leave by department 13 Sick leave by group 14 Sick leave by subgroup 15 Average salary by designation 16 Average salary by department 17 Average salary by group 18 Average salary by subgroup 19 Average salary by gender
  30. 30. Define your own visualization type/ chart in Q&A • Tell Q&A which visualization to use • Selection of visualization type can be left to Q&A based on the columns selected and the categories of data specified or inferred in the model (in this case, geographical)… • Or the type can be named explicitly. • Example “Salary by state as a treemap"
  31. 31. Q&A – Deep dive • What is Q&A and What it can not Do ? • Theory & Demo – How Q&A works, Demo to Enable Q&A dataset – Basic keyword search, Demo for Basic keyword – Words and terminology that Q&A recognizes – Question Template & explicit visualization – How Q&A helps you phrase the question, Q&A is friend • DEMO – More demo - Aggregation – featured questions for Power BI Q&A • Advance Q&A Modelling
  32. 32. Q&A is your friend , how ? Auto-Completes Corrects Spelling Instant Preview Auto-Suggests Auto-Correct
  33. 33. Q&A – Deep dive • What is Q&A and What it can not Do ? • Theory & Demo – How Q&A works, Demo to Enable Q&A dataset – Basic keyword search, Demo for Basic keyword – Words and terminology that Q&A recognizes – Question Template & explicit visualization – How Q&A helps you phrase the question, Q&A is friend • DEMO – More demo - Aggregation – featured questions for Power BI Q&A • Advance Q&A Modelling
  34. 34. Q&A – Deep dive • What is Q&A and What it can not Do ? • Theory & Demo – How Q&A works, Demo to Enable Q&A dataset – Basic keyword search, Demo for Basic keyword – Words and terminology that Q&A recognizes – Question Template & explicit visualization – How Q&A helps you phrase the question, Q&A is friend • DEMO – More demo - Aggregation – featured questions for Power BI Q&A • Advance Q&A Modelling
  35. 35. featured questions for Power BI Q&A If you own a dataset, you can add your own featured questions to that dataset. And Power BI Q&A will show those questions to colleagues who use your dataset. Featured questions give your colleagues ideas about the types of questions they can ask about the dataset. The featured questions you add are up to you -- add popular questions, questions that display interesting results, or questions that may be hard to phrase. Steps to us Featured option - • Select the Q&A question box. Notice that Q&A is already being helpful by displaying a list of terms that appear in the dataset. • To add to this list, select the gear icon in the top right corner of Power BI. • Select Settings > Datasets > Retail Analysis sample > Featured Q&A Questions. • Select Add a question. • Type your question in the text box and select Apply. Optionally, add another question by selecting Add a question. • Navigate back to the Power BI dashboard for Retail Analysis Sample, and select the How to ask link. • The new featured question, Sales by territory, is first in the list. Select it. • The answer displays as a map visualization. • Link - https://powerbi.microsoft.com/en-us/documentation/powerbi-service-q- and-a-create-featured-questions/
  36. 36. Q&A – Deep dive • What is Q&A and What it can not Do ? • Theory & Demo – How Q&A works, Demo to Enable Q&A dataset – Basic keyword search, Demo for Basic keyword – Words and terminology that Q&A recognizes – Question Template & explicit visualization – How Q&A helps you phrase the question, Q&A is friend • DEMO – More demo - Aggregation – featured questions for Power BI Q&A • Advance Q&A Modelling
  37. 37. • Part 1 • Part 2 • Part 3 Must read Series - Demystifying Power BI Q&A Advance Q&A Modelling What Is a Phrasing? What Kinds of Phrasings Are There?
  38. 38. Advance Q&A Modelling - Phrasing Attribute Phrasings - “have”, “of” and “for” Name Phrasings - “named” Adjective Phrasings - Simple , Measurement and Dynamic Noun Phrasings - Simple noun and Dynamic noun Preposition Phrasings – Relation and Geographical Entity Verb Phrasings - related via verbs
  39. 39. Advance Q&A Modelling –One More mile Add missing relationships Rename tables and columns Choose a Default Field Set and Label for each table Choose a Data Category for each date and geography column Fix incorrect data types Mark year and identifier columns as Do Not Summarize Normalize, Sort by, tables - multi-column, Pivot, Union, Split, Synonyms
  40. 40. • Part 1 • Part 2 • Part 3 Must read Series - Demystifying Power BI Q&A Advance Q&A Modelling What Is a Phrasing? What Kinds of Phrasings Are There?
  41. 41. Agenda 1. Current BI Wave 2. Power BI – How to get Started ? 3. Sample Data Set to play ? 4. Q&A – Deep dive with Demo 5. Cortana – Deep dive with Demo 6. What is next for Q&A AND Cortana
  42. 42. Cortana – Deep dive • What is Cortana for Power BI • Theory – How do Cortana and Power BI work together? – DEMO – How to Enable Cortana & Add account – How to create answer page for Cortana • Upcoming Ideas on Cortana and Q&A
  43. 43. What is Cortana in Genral ? • Ask natural language questions in Cortana and find answers from data stored in Power BI. How do I get results? • Cortana looks for answers in Power BI datasets that you have access to. If you are a dataset owner, enable Cortana to access the dataset (and its reports). • Answers from Power BI in Cortana need to be enabled in Windows 10. • If you are a dataset owner, create Answer Pages designed specifically for Cortana.
  44. 44. Enable Cortana in Windows 10 to access Power BI • For Cortana in Windows 10 to access data in Power BI, you need to add the work or school account you use with Power BI. • Ensure you have Windows 10 version 1511 (Windows 10 November Update) or higher. Check which version you have by selectingSettings > System > About. >NOTE: You will only see the version number if you've installed the November update (or later). • Select Settings > Accounts. • Scroll to the bottom where you'll see Accounts used by other apps and select Add a work or school account. • Sign in with the account you use with Power BI. • Cortana will use this work or school account to check Power BI for potential answers to your questions in Cortana.
  45. 45. How do Cortana and Power BI work together? • With the November 2015 update of Windows 10, Cortana can now find answers from data stored in Power BI through the Public Preview of integration between Cortana and Power BI. To use Cortana to get answers from Power BI, all that is required is to add the work or school account you use with Power BI to Windows 10 and have access to a dataset in Power BI that is enabled for Cortana. • Similar to Power BI Q&A, ask or type your questions using natural language. Cortana will search your Cortana-enabled datasets in Power BI for answers and display results directly in your Windows 10 device. • Cortana can find answers either directly from datasets in Power BI or from report pages published to Power BI and designed specifically for Cortana (called Answer Pages). Interact with the visualizations as you would in Power BI or, to further explore an answer, simply open a result in Power BI. • Cortana ranks the answers from Power BI, giving you one or more best matches if there is high confidence a result is a good answer. Other potential answers from Power BI are listed in a Power BI section below any best matches. If you're a dataset owner, you can help Cortana return better answers by creating specialized reports (called Answer Pages) for Cortana in Power BI Desktop to answer the most-common questions and by optimizing your model for Power BI Q&A.
  46. 46. Use Power BI Desktop to create a custom Answer Page for Cortana • Use the full capabilities of Power BI to create reports designed specifically to answer Cortana questions. • And, if the report has a filter, Cortana will understand questions that specify items in the filters' list, and apply the filter on-the-fly.
  47. 47. Create an Answer Page for Cortana An Answer Page in a report is sized specifically for Cortana so that Cortana can show it as an answer to a question. To create an Answer Page for Cortana: • Add a page to a report and set the page size to Cortana. • Give the page a name. • Publish the PBIX file to Power BI. • Enable the dataset for Cortana.
  48. 48. Additional Tips • Cortana will only search for answers in Power BI if the question has 2 or more words. • If you add the word "my" to your question, Cortana searches available datasets for answers that contain information found in your Windows 10 profile (the information you see when you click on your picture).
  49. 49. Where to see What coming next – Q&A • https://ideas.powerbi.com/forums/265200-power-bi/status/1328500?query=Q%26A
  50. 50. Where to see What coming next – Cortana • https://ideas.powerbi.com/forums/265200-power-bi/status/1328500?query=Cortana
  51. 51. Thank you ! Any More Question ! • Reference – https://powerbi.microsoft.com/en-us/ – https://support.office.com – https://technet.microsoft.com – http://bimentalist.com/ Feedback – Please send you feedback – vishalpawar@live.com
  52. 52. Sample file from Obvience

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