16. https://link.tygraph.com/BIFocalSession
Power BI Dashboard
Can contain multiple visuals from
multiple reports
Not bound to one data set
Visuals are not cross-filtered
Contents of one cannot effect the
contents of another
Clicking on a visual takes you to the
report it is based upon
18. https://link.tygraph.com/BIFocalSession
What is Business Intelligence?
Business intelligence (BI) is the transformation of raw data into meaningful and useful
information for business analysis purposes. ….BI technologies provide historical, current and
predictive views of business operations. Common functions of business intelligence
technologies are reporting, online analytical processing, analytics, data mining, process mining,
complex event processing, business performance management, benchmarking, text mining,
predictive analytics and prescriptive analytics.
- Wikipedia
19. https://link.tygraph.com/BIFocalSession
What is Business Intelligence?
"Business Intelligence is like teenage sex:
everyone talks about it, nobody really knows how
to do it, everyone thinks everyone else is doing it,
so everyone claims they are doing it."
57. https://link.tygraph.com/BIFocalSession
Scenario 1 – Service import from Excel file
File stored in SharePoint, OneDrive, or local file
system
Works with or without a data model
Refresh is hourly for SP, OD
File System
67. https://link.tygraph.com/BIFocalSession
BI Tools for SharePoint Data
SQL Server Reporting
Services / Power BI
Report Server
• Paginated Reports
SQL Server
Integration Services
(SSIS)
• Extract-Transform-Load
Power Query
• “Get Data” in Power BI
and Excel
69. https://link.tygraph.com/BIFocalSession
SSIS and SharePoint Data
Extract/Transform/Load Mashups
SharePoint List Data Source
• SOAP web services
• Read/Write
• Deprecated
• On-Prem only
SSIS OData data source
• REST Web services
• Supports Azure Active Directory
(AAD) authentication
• Read Only
• Some data limitations
70. https://link.tygraph.com/BIFocalSession
Power Query and SharePoint Data
Applies to Excel and Power BI
Multiple options
Cached data model
• Less perf impact, manageable
Supported by SQL Server Analysis Services (SSAS), Azure Analysis Services (AAS)
Mashup with multiple data sources
Helpers for complex SharePoint data types
All on-premises sources work with the On-Prem data gateway
74. Working With Blog Series
Using Power BI to Report on Multi-Value SharePoint Fields
https://whitepages.unlimitedviz.com/2018/01/using-power-bi-to-report-on-multi-value-sharepoint-fields/
Using Power BI to Report on Person Fields in SharePoint
https://whitepages.unlimitedviz.com/2018/01/using-power-bi-to-report-on-person-fields-in-sharepoint/
Using Power BI to Report on Managed Metadata Fields in SharePoint
https://whitepages.unlimitedviz.com/2018/04/using-powerbi-report-managed-metadata-fields-sharepoint/
Using Power BI to Report on Rich Text Data Fields in SharePoint
https://whitepages.unlimitedviz.com/2018/04/power-bi-report-rich-text-sharepoint/
Using Power BI to Report on Hyperlink or Picture Fields in SharePoint
https://whitepages.unlimitedviz.com/2018/04/powerbi-report-hyperlink-picture-fields-sharepoint/
Using Power BI to Report on Lookup Fields in SharePoint
https://whitepages.unlimitedviz.com/2018/04/using-powerbi-report-lookup-fields-sharepoint/
Using Power BI to Report on Location Fields in SharePoint
https://whitepages.unlimitedviz.com/2019/01/using-power-bi-to-report-on-location-columns-in-sharepoint/
79. https://link.tygraph.com/BIFocalSession
SharePoint dashboards
Excel Services web part
for Excel reports
(onPrem & online)
SSRS Report Viewer
web part
(onPrem only)
Power BI web part
(online only)
Secure Embed
SSRS/PBIRS with
rs:Embed=true
for Interactive and
mobile reports
(onPrem & online)
Other content types
86. https://link.tygraph.com/BIFocalSession
Power BI Desktop for Power BI Report Server
Source: https://blogs.msdn.microsoft.com/samlester/2018/02/19/understanding-the-differences-between-power-bi-desktop-and-power-bi-desktop-optimized-for-power-bi-report-server/
87. https://link.tygraph.com/BIFocalSession
Power BI Report Server Licensing
SQL Server Enterprise Edition
• Requires that you purchased Software
Assurance
• Entitlement to same number of Cores as
SQL Server is licensed for
• Unlimited visualizations
• No per seat costs
Power BI Premium P SKUs
• Entitlement to same number of Cores as
Premium is licensed for
• Unlimited visualizations
• No per seat costs
88. https://link.tygraph.com/BIFocalSession
Platforms
Power BI
• Paginated
• Interactive
• Analytical*
• Mobile (PBI)
Excel/Excel
Services/Excel Online
Server
• Paginated
• Interactive
• Analytical
• Mobile (PBI)
SQL Server Reporting
Services/PBI Report
Server
• Paginated
• Interactive
• Analytical
• Mobile (rsmobile)
*via Excel Online
89. SharePoint embed options
Report type & platform SharePoint Online
modern page
SharePoint Online
classic page
SharePoint
on-premises
PBIX in Power BI Service Power BI WP or Secure
embed with script editor WP
Secure embed with
script editor WP
Secure embed with script
editor WP
PBIX in PBIRS Modern embed content WP Script editor WP* Script editor WP
RDL in PBIRS/SSRS Native Modern embed content WP Script editor WP* Report Viewer WP
RDL in SSRS Integrated mode Modern embed content WP Script editor WP* SSRS Integrated WP
XLSX (stored in SharePoint) Excel Online Embedding ** Excel Services WP Excel Services WP
RSMobile in PBIRS/SSRS Native Modern embed content WP Script editor WP* Script editor WP
90. https://link.tygraph.com/BIFocalSession
BI Features in SharePoint 2019
Feature Status Migration Action (on prem)
SQL Server Reporting Services
Integrated Mode
Removed Move to SSRS Native Mode / PBIRS
Power View Removed Convert to PBI Desktop
BISM file connections Removed Recreate in PBI Desktop
PerformancePoint Deprecated Gradual conversion to PBIRS
PerformancePoint –
Decomposition Trees
Removed Recreate in PBI Desktop
Power Pivot for SharePoint Removed Move to PBIRS
Scheduled workbook data refresh Removed Store workbooks in PBIRS
Workbook as a data source Removed Import data model to SSAS
PowerPivot management
dashboard
Removed N/A
PowerPivot Gallery Removed N/A
94. https://link.tygraph.com/BIFocalSession
On premises data gateway
Azure Service Bus
On-premises
Files
SharePoint
On-premises data Gateway
Data source connection credentials can only be decrypted
by the gateway
Cloud
Gateway Cloud Service
Data source connection credentials are
encrypted
Cloud
Services
Power BI,
Microsoft
Flow etc.
PowerApps
On-premises
data sources SQL ServerOther
Data Sources
105. https://link.tygraph.com/BIFocalSession
Shared Licensing
Free and Pro
• 10 GB storage limit
• 8 Refreshes per day
• Live data sources
• On-premises and cloud data sources
• Service content packs
• Streaming – 1,000,000 rows/hour
Power BI Pro
($9.99/user/mo)
• Dashboard sharing
• Publish to Premium
• Modern Groups
• Organizational content packs
• Row Level Security
• Data Catalog
• SharePoint Web Part
107. Shared vs Dedicated licensing
• Dedicated (premium): Capped resources, Unlimited Users & Usage
• A customer is provided with a fixed set of resources and has the flexibility to apply them to any number of
users and any load pattern. Our goal is to remove any usage cap or limit in this mode. The customer has a lot
of control (and visibility) to the resources provided to them so they can use them in an optimal manner.
•
• Shared: Unlimited resources, Capped Users & Usage
• A customer is limited to serving only a specific set of users (those who have a license) and there are limits on
model size, refresh frequencies, and other scale factors of the usage pattern. But within those (documented)
usage patterns boundaries, Microsoft is responsible for supplying sufficient resources to create a good
experience. Resource management therefore is completely hidden from the customer and they never have to
worry about it.
• - Amir Netz, Chief Architect for Microsoft BI
108. https://link.tygraph.com/BIFocalSession
Dedicated Capacity Based Licensing
A (Embedded)
• Embed PBI Reports in your own
application
• Billed in 1 hour increments
EM (Embedding)
• Embed PBI Reports in SaaS
applications (SharePoint, Teams)
• Embed PBI Reports in your own
application
• Billed in 1 month increments
P (Premium)
• Embed PBI Reports in SaaS
applications (SharePoint, Teams)
• Embed PBI Reports in your own
application
• Share Power Reports, dashboards
and datasets through Power BI
Apps (workspaces)
• Ad hoc dashboard sharing from
personal workspaces
• Billed in 1 month increments
112. https://link.tygraph.com/BIFocalSession
Power BI Report Server Licensing
SQL Server Enterprise Edition
• Requires that you purchased Software
Assurance
• Entitlement to same number of Cores as
SQL Server is licensed for
• Unlimited visualizations
• No per seat costs
Power BI Premium P SKUs
• Entitlement to same number of Cores as
Premium is licensed for
• Unlimited visualizations
• No per seat costs