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©2015 DesignMind. All Rights Reserved.
April 2015 San Francisco, CA
AngelAbundez
VPBusinessIntelligence,DesignMind
2
What we’ll cover
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
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
http://www.sqlpass.org/summit/2014/Sessions/Details.aspx?sid=6465
3
Excel 2013 Power BI (v1)
• Data formatter (ETL)
• Import from Web, Flat Files,
Database, or SaaS
• Extensible with M que...
4
Power BI Designer (v2)
(Power Query/Power Pivot) (Power View)
Data Analyst Production
Cycle
Design Validate Update
Design Validate Update
We’ll focus on this end of the Cycle in this session
Data Analyst Production
Cycle
7
Power BI Creation Complete



8
©2014 DesignMind. All Rights Reserved.
9
Typical End User Requests
post-report dev





Patrickdeveloped areport that showsweekover
week Margins and wants to share that with the rest
of his group
What do we use?
Office 365
• Data
Management
Gateway
• PowerPivot
• PowerQuery
Power BI
Preview
• SSAS
Connector
• OneDriv...
Data Management
Gateway
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








Refreshing Data in
Power BI v1
1. Setup Data Management Gateway and Data
Source(s) in Power BI Admin Center
2. Use publish...
14
Reference: http://www.sqlchick.com/entries/2014/4/29/data-source-connectivity-
for-scheduled-data-refresh-in-power-bi
D...
15
Refresh Data in Power BI v2
(in Preview)
1.
2.
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Power BI SSASConnector




Reference: http://sqlmag.com/sql-server/how-configure-power-bi-preview-premise-analysis-...
17
One Drive


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Reference: http://support.powerbi.com/knowledgebase/articles/471009-excel-data-stored-in-onedrive-for-b...
What does Patrick use?
Office 365
• Data
Management
Gateway
• PowerPivot
• PowerQuery
Power BI
Preview
• SSAS
Connector
• ...
Power BI refresh with
PowerShell
Create a Power BI Dashboard from One Drive
Kate’smadeacool Power Viewdashboard with
SalesForce data and wants to keep itrefreshed in
DropBoxfor others to use.
What does Kate use?
Office 365
• Data
Management
Gateway
• PowerPivot
• PowerQuery
Power BI
Preview
• SSAS
Connector
• One...
22
23
Power Update


24
Power Update
Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/
25
Power Update
Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/
26
Power Update
Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/
27
Power Update
Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/
28
Power Update
Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/
29
Power Update
Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/
30
Power Update
Additional Features



31
©2014 DesignMind. All Rights Reserved.
Thischangeseverything
DOUBLE CUP!!!!
What does Kate use?
Office 365
• Data
Management
Gateway
• PowerPivot
• PowerQuery
Power BI
Preview
• SSAS
Connector
• One...
Power Update Demo
34
Recap





35
Contact Info


36
About DesignMind








37
©2015 DesignMind. All Rights Reserved.
Our Clients
www.designmind.com
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Automating Microsoft Power BI Creations 2015

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Angel Abundez of DesignMind explains how to build and automate data sets and data models in Excel using the Power BI toolset. You'll see how to pull data from a variety of on-premise and cloud data sources to familiarize yourself with the latest capabilities of Power Query and Power Pivot. Then you'll learn about the software required to automate your Power BI analysis whether you are trying to refresh your Excel workbooks on a file server, in SharePoint Online, or SharePoint. on-premise.

Published in: Data & Analytics
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Automating Microsoft Power BI Creations 2015

  1. 1. ©2015 DesignMind. All Rights Reserved. April 2015 San Francisco, CA AngelAbundez VPBusinessIntelligence,DesignMind
  2. 2. 2 What we’ll cover      http://www.sqlpass.org/summit/2014/Sessions/Details.aspx?sid=6465
  3. 3. 3 Excel 2013 Power BI (v1) • Data formatter (ETL) • Import from Web, Flat Files, Database, or SaaS • Extensible with M query language Power Query • Import, Model and Analyze data with high performance • Create new Fields and Metrics w/ Excel-like formulas (DAX) • Join Excel data with SQL Power Pivot • Interactive Data Visualization • Scatter Plots • Maps • Free form dashboard design Power View • 3D rendered Map imaging • Record time-lapse videos of how data changes in geographies Power Map
  4. 4. 4 Power BI Designer (v2) (Power Query/Power Pivot) (Power View)
  5. 5. Data Analyst Production Cycle Design Validate Update
  6. 6. Design Validate Update We’ll focus on this end of the Cycle in this session Data Analyst Production Cycle
  7. 7. 7 Power BI Creation Complete   
  8. 8. 8 ©2014 DesignMind. All Rights Reserved.
  9. 9. 9 Typical End User Requests post-report dev     
  10. 10. Patrickdeveloped areport that showsweekover week Margins and wants to share that with the rest of his group
  11. 11. What do we use? Office 365 • Data Management Gateway • PowerPivot • PowerQuery Power BI Preview • SSAS Connector • OneDrive Something else? • ?
  12. 12. Data Management Gateway          
  13. 13. Refreshing Data in Power BI v1 1. Setup Data Management Gateway and Data Source(s) in Power BI Admin Center 2. Use published OData Feeds in Power Query
  14. 14. 14 Reference: http://www.sqlchick.com/entries/2014/4/29/data-source-connectivity- for-scheduled-data-refresh-in-power-bi Data Management Gateway in Office 365
  15. 15. 15 Refresh Data in Power BI v2 (in Preview) 1. 2.
  16. 16. 16 Power BI SSASConnector     Reference: http://sqlmag.com/sql-server/how-configure-power-bi-preview-premise-analysis-services-data-sources
  17. 17. 17 One Drive    Reference: http://support.powerbi.com/knowledgebase/articles/471009-excel-data-stored-in-onedrive-for-business
  18. 18. What does Patrick use? Office 365 • Data Management Gateway • PowerPivot • PowerQuery Power BI Preview • SSAS Connector • OneDrive Something else? • Powershell
  19. 19. Power BI refresh with PowerShell Create a Power BI Dashboard from One Drive
  20. 20. Kate’smadeacool Power Viewdashboard with SalesForce data and wants to keep itrefreshed in DropBoxfor others to use.
  21. 21. What does Kate use? Office 365 • Data Management Gateway • PowerPivot • PowerQuery Power BI Preview • SSAS Connector • OneDrive Something else? • ?
  22. 22. 22
  23. 23. 23 Power Update  
  24. 24. 24 Power Update Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/
  25. 25. 25 Power Update Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/
  26. 26. 26 Power Update Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/
  27. 27. 27 Power Update Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/
  28. 28. 28 Power Update Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/
  29. 29. 29 Power Update Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/
  30. 30. 30 Power Update Additional Features   
  31. 31. 31 ©2014 DesignMind. All Rights Reserved. Thischangeseverything DOUBLE CUP!!!!
  32. 32. What does Kate use? Office 365 • Data Management Gateway • PowerPivot • PowerQuery Power BI Preview • SSAS Connector • OneDrive Something else? • Power Update
  33. 33. Power Update Demo
  34. 34. 34 Recap     
  35. 35. 35 Contact Info  
  36. 36. 36 About DesignMind        
  37. 37. 37 ©2015 DesignMind. All Rights Reserved. Our Clients
  38. 38. www.designmind.com

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