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Primer on Power BI 201506

Power BI provides advanced data technology for transforming, storing, and presenting data. This technology can support advanced Excel users and data scientists. This presentation provides basics for Excel 2010 and 2013 users and information about O365 and SharePoint Online supporting shared use cases.

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Primer on Power BI 201506

  1. 1. Primer on Power BI Mark Tabladillo, PhD, MVP Senior Data Scientist Predictix / LogicBlox June 3, 2015
  2. 2. Networking
  3. 3. Mark Tab Consulting Training Teaching Presenting SQL Server MVP Linked In @MarkTabNet
  4. 4. The World of Data is Changing
  5. 5. Process Efficiency Cost Reduction Bringing Big Data to ONE BILLION people Develop New Business Models
  6. 6. 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
  7. 7. Distribution Options Cloud Hybrid On-premise
  8. 8. MarkTab Analysis
  9. 9. 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?
  10. 10. How is Power BI Different
  11. 11. Major Power BI Features in Excel Excel 2010 and Excel 2013
  12. 12. Major Power BI Features in Excel Power Query Power Pivot Power View Power Map
  13. 13. Discover Analyze Visualize Explore Analyzing data with Excel
  14. 14. Connectors
  15. 15. Why Power Query? Enables self-service data discovery, query, transformation and mashup experiences in Excel Discovery and connectivity to a wide range of data sources, including publicly available data of all sizes & shapes. Highly interactive and intuitive experience for rapidly and iteratively building queries over any data source, any size. Consistency of experience, and parity of query capabilities over all data sources. Joins across different data sources; ability to create custom views over data that can then be shared with team/department.
  16. 16. Syntax for a Simple Query SELECT Orders.OrderDate, Products.OrderID, Products.ProductSKU FROM Products INNER JOIN Orders ON Products.OrderID = Orders.OrderID ORDER BY Products.ProductSKU from p in Products join o in Orders on p.OrderID equals o.OrderID orderby p.ProductSKU select new { o.OrderDate, p.OrderID, p.ProductSKU } Products.Join(Orders, Products, o => o.OrderID, p => p.OrderID, (p, o) => new { o.OrderDate, p.OrderID, p.ProductSKU } ).OrderBy( p => p.ProductSKU ) let Joined = Table.Join( Products, "OrderID", Orders, "OrderID" ), Columns = Table.SelectColumns(Joined, {"OrderDate", "OrderID", "ProductSKU"}), Sorted = Table.Sort( Columns, "ProductSKU" ), in Sorted
  17. 17. Query Folding Power Query pushes work back to the source system whenever it can. SELECT ProductKey, EnglishProductName as [Product] FROM [dbo].[DimProduct] WHERE [ProductKey] < 10
  18. 18. Analyzing data with Excel Discover Analyze Visualize Explore
  19. 19. BI Semantic Model
  20. 20. Analyzing data with Excel Discover Analyze Visualize Explore
  21. 21. Analyzing data with Excel Discover Analyze Visualize Explore
  22. 22. 2 2 Power Map – Geospatial Capabilities Pros  Bubble Maps, Column Maps, Region Maps and HeatMaps  Interactive and time-play axis  Ability to create and share visual tours  Ability to add multiple layers  Storytelling tool, not just visualization Cons  Unable to filter data  Unable to drill-down (though can switch between layers)  Unable to customize or add custom shapes  Unable to handle hierarchies
  23. 23. 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.
  24. 24. Major Power BI Features O365
  25. 25. A powerful new way to work with data Self-service business intelligence with familiar Excel and the power of the cloud
  26. 26. Sample Architecture SQL Server Warehouse (Issues IS) Active Directory (People) Azure Information (Data Centers) Power BI for Office 365 Corporate Data Catalogue Admin Center Manage Data Portal SPO team sites, BI Sites, Q&A Data Management Gateway APS Warehouse (Issues BI)
  27. 27. Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions Share & collaborate with Power BI for Office 365
  28. 28. Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions Share & collaborate with Power BI for Office 365
  29. 29. Power BI for Office 365 Data Management Gateway Installed on-premises Workbook Cloud On Premise Share & collaborate with Power BI for Office 365 Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions
  30. 30. Share & collaborate with Power BI for Office 365 Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions Search for: • Public Data • Corporate Data • Shared Queries
  31. 31. Share & collaborate with Power BI for Office 365 Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions
  32. 32. Share & collaborate with Power BI for Office 365 Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions
  33. 33. Sample Working Architecture O365 Power BI Corporate Data Sources IT Admin Data Management Gateway Corporate Data Catalog Power BI Admin Center Data Management Portal SPO team sites, BI Sites, Q&A Cloud Data Sources Public Data Catalog Data Steward IW (Author) IW (Consumer) Manage Data Publish raw data sources or expose them as OData feeds Publish queries Data Refresh Data Refresh Power Query Power Pivot Power View Power Map Publish reports & create featured questions, configure scheduled refresh Import data, Publish queries Excel, Tablet/Mobile, Browser – Silverlight, HTML5 Consume interactive reports, ask questions Configure Import Data Import Data Import Data Import Data Public Cloud Data Sources Index
  34. 34. Licensing Power BI
  35. 35. MarkTab Recommendation •Office 2010Possible •Office 2013 x64Recommended
  36. 36. Free Microsoft Software For Students https://www.dreamspark.com/ For Startups http://www.microsoft.com/bizspark/
  37. 37. 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
  38. 38. Connect with MarkTab LinkedIn Twitter @marktabnet
  39. 39. Appendix Cool stuff
  40. 40. 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.

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  • DavidN929

    Jun. 4, 2015
  • vinhphuoc91

    Jan. 6, 2017

Power BI provides advanced data technology for transforming, storing, and presenting data. This technology can support advanced Excel users and data scientists. This presentation provides basics for Excel 2010 and 2013 users and information about O365 and SharePoint Online supporting shared use cases.

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