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Automating Power BI Creations

Since Power BI was released four years ago, Power BI, Office 365, and Azure have added significant automation capabilities. To stay informed, you need to learn about the most recent capabilities and what they mean to you.

Here I present a wide-range overview of data refresh setups common to Power BI data sources, going from DIY to more advanced scenarios that need IT support. Whether you’re automating reports for your department or for the enterprise, there’s something here for you.

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Automating Power BI Creations

  1. 1. Automating Power BI Creations Angel Abundez, VP Solutions Architecture, DesignMind 2/13/2019
  2. 2. 4 Years Ago…
  3. 3. Today…
  4. 4. Agenda Automate Automate Data Connections Automate Automate Data Refresh Automate Automate Data Collection
  5. 5. Data Connectors Common Data Service Microsoft Power Platform
  6. 6. Embed Power BI Tiles in PowerApps using the Power BI Tile control Embed PowerApps in Power BI using PowerApps custom visual  New improvements in progress Get the create button to display in PBI desktop, add it to the default set of visuals, and GA. Demo here by Chuck Sterling: time_continue=1&v=3eiUR8Lo4i4 PowerApps & Power BI
  7. 7. Power BI A platform for building business analytics that deliver actionable, real- time insights A platform for automating workflows, business process, approvals and for collecting data Microsoft Flow
  8. 8. Integration + Connectivity • Built-in connectivity to 195+ SaaS cloud services, file providers, databases, web APIs, productivity apps, and more • Connect to on-premises systems via Data Gateway • Pluggable extensibility via Custom Connectors to integrate existing LOB systems into Flow • 100s of Templates to get started: • us/templates/
  9. 9. Automate Data Collection
  10. 10. Flow Demo Collecting attachments from Email
  11. 11. Automate Data Refresh
  12. 12. Power BI Data Refresh w/o Gateway • One Drive for Business • AKA SharePoint Online or Document Libraries • Cloud Databases • Azure SQL DB • Azure SQL DW • Azure Blob • Azure Data Lake • Amazon Redshift • Web APIs (Web.Contents)
  13. 13. Power BI Data Refresh w/ Gateway • On-premise data files • On-premise databases • SQL Server • Oracle • Cloud databases not in Azure • Snowflake • Amazon RDS • Web pages (Web.Page)
  14. 14. Things not covered in this talk • Powershell + Power BI REST API • Streaming Datasets • Premium • ETL Tools (ADF, SSIS)
  15. 15. Data Refresh demos Refreshing data in Power BI and Excel
  16. 16. Automate Data Connections
  17. 17. Power BI Data Flows • Power Query in the cloud • Easy exposure to Common Data Model for D365 • Will have parity with PBI Desktop in future
  18. 18. Custom Connectors • Use the Power Query SDK • Deploy .mez file
  19. 19. Data Flows and Custom Connectors demo Setup Data Flow Connect to Dropbox