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Analyzing & Visualizing Cloud Data With Power BI

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This demo heavy presentation was shared at Toronto's Global Azure Bootcamp highlighting the best practices and capabilities in Power BI around both consumption and data source planning/connectivity.

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Analyzing & Visualizing Cloud Data With Power BI

  1. 1. #AZUREBOOTCAMP Analyzing & Visualizing Cloud Data With Power BI Presented By : Richard Harbridge (@Rharbridge)
  2. 2. RICHARD HARBRIDGE My twitter handle is @RHarbridge, blog is http://RHarbridge.com, and I work at SPEAKER | AUTHOR | SUPER FRIENDLY
  3. 3. As an example we help organizations plan, and deploy Power BI at an enterprise level. Helping build a data driven culture and maximize the value of power BI. BI CENTER OF EXCELLENCE… Gather Key Requirements Identify Power Users Self-Service Training Share “Best Practices” Share Samples & Standards Track Progress Share Usage Insights Track Requests & Authorization Improve Visibility Of Data Reduce Redundancy Better Navigation
  4. 4. RICHARD HARBRIDGE My twitter handle is @RHarbridge, blog is http://RHarbridge.com, and I work at SPEAKER | AUTHOR | SUPER FRIENDLY
  5. 5. Power BI connects to data sources and provides consumption options for users. THE BIG PICTURE… PBI Desktop On-Premises Gateway Scheduled refresh/ Live connection/ DirectQuery Group OneDrive PBI Service Datasets Reports Dashboards Cloud data sources Azure Analysis Services, SQL Azure, etc. On-prem data sources Analysis Services, SQL Server, etc. Scheduled refresh/ Live connection/ DirectQuery Consume Consumption by end users
  6. 6. We will discuss key consumption capabilities, how they are often used, and best practices around them. We will then discuss how to work with cloud data sources. TODAY’S FOCUS… PBI Desktop On-Premises Gateway Scheduled refresh/ Live connection/ DirectQuery Group OneDrive PBI Service Datasets Reports Dashboards Cloud data sources Azure Analysis Services, SQL Azure, etc. On-prem data sources Analysis Services, SQL Server, etc. Scheduled refresh/ Live connection/ DirectQuery Consumption by end users
  7. 7. 1. Power BI Consumption Planning WHAT WE WILL TALK ABOUT TODAY… 2. Power BI Data Source Planning 3. Next Steps
  8. 8. Power BI connects to data sources and provides many powerful consumption options for users. CONSUMPTION PLANNING… PBI Desktop On-Premises Gateway Scheduled refresh/ Live connection/ DirectQuery Group OneDrive PBI Service Datasets Reports Dashboards Cloud data sources Azure Analysis Services, SQL Azure, etc. On-prem data sources Analysis Services, SQL Server, etc. Scheduled refresh/ Live connection/ DirectQuery Consume Consumption by end users
  9. 9. There are multiple approaches to consuming data via Power BI. CONSUMPTION PLANNING… Power BI portal (reports, Q&A, quick insights) Mobile apps Embedded in apps using APIs Ad-hoc analysis with Analyze in Excel Data alerts Export static views to PowerPoint or print Email subscriptions
  10. 10. There are multiple approaches to consuming data via Power BI. CONSUMPTION PLANNING… Power BI portal (reports, Q&A, quick insights) Mobile apps Embedded in apps using APIs Ad-hoc analysis with Analyze in Excel Data alerts Export static views to PowerPoint or print Email subscriptions
  11. 11. Within the Power BI service between reports, dashboards, Insights, Q&A and more there is a tremendous amount of capability available today. CONSUMPTION PLANNING…
  12. 12. There are multiple approaches to consuming data via Power BI. CONSUMPTION PLANNING… Power BI portal (reports, Q&A, quick insights) Mobile apps Embedded in apps using APIs Ad-hoc analysis with Analyze in Excel Data alerts Export static views to PowerPoint or print Email subscriptions
  13. 13. Embedding options are provided by Microsoft in many of their technologies today. Power BI is enabled in Teams to showcase key reports. CONSUMPTION PLANNING…
  14. 14. It is also available within SharePoint modern sites. CONSUMPTION PLANNING…
  15. 15. Don’t forget that you can also publish Power BI reports and embed them on public sites. Check out this one: http://www.pbiusergroup.com/home CONSUMPTION PLANNING…
  16. 16. ExtendIntegrate Access REST/JSON Services APIs for Power BI, including publishing content Integrate tiles and reports into applications Push datasets to Power BI Content Packs enable instant insights over application data. Custom visualizations enable data experience tailored to each use case https://visuals.powerbi.com Embed Embed Power BI into your application Embed Visual Analytics powered by Power BI into your apps Embedding is one option, but there are other ways to consume Power BI like the embed model. CONSUMPTION PLANNING…
  17. 17. Embedding is one option, but there are other ways to consume Power BI like the embed model. Authentication Use PowerBI.com REST APIs User licensing Report authoring Via PowerBI.com Azure Active Directory Via application, using Power BI app tokens N/A Users PowerBI.com subscription Consumption based, via Azure No end-user license required No end-user license required Power BI Desktop and Power BI.com subscription Power BI Desktop Azure subscription PowerBI.com subscription and/or Power BI Desktop Is the app exclusively used by internal employees? Do users need to be authenticated?Yes Yes No No Use Power BI publish to web Use Power BI Embedded CONSUMPTION PLANNING…
  18. 18. There are multiple approaches to consuming data via Power BI. CONSUMPTION PLANNING… Power BI portal (reports, Q&A, quick insights) Mobile apps Embedded in apps using APIs Ad-hoc analysis with Analyze in Excel Data alerts Export static views to PowerPoint or print Email subscriptions
  19. 19. Get notified right when data changes. Integrate with Microsoft Flow. CONSUMPTION PLANNING…
  20. 20. There are multiple approaches to consuming data via Power BI. CONSUMPTION PLANNING… Power BI portal (reports, Q&A, quick insights) Mobile apps Embedded in apps using APIs Ad-hoc analysis with Analyze in Excel Data alerts Export static views to PowerPoint or print Email subscriptions
  21. 21. E-mail subscriptions delivered after data refresh. CONSUMPTION PLANNING…
  22. 22. Power BI connects to data sources and provides many powerful consumption options for users. PBI Desktop On-Premises Gateway Scheduled refresh/ Live connection/ DirectQuery Group OneDrive PBI Service Datasets Reports Dashboards Cloud data sources Azure Analysis Services, SQL Azure, etc. On-prem data sources Analysis Services, SQL Server, etc. Scheduled refresh/ Live connection/ DirectQuery Consume Consumption by end users CONSUMPTION PLANNING…
  23. 23. 1. Power BI Consumption Planning WHAT WE WILL TALK ABOUT TODAY… 2. Power BI Data Source Planning 3. Next Steps
  24. 24. 1. Power BI Consumption Planning WHAT WE WILL TALK ABOUT TODAY… 2. Power BI Data Source Planning 3. Next Steps
  25. 25. Power BI connects to data sources and provides consumption options for users. DATA SOURCE PLANNING… PBI Desktop On-Premises Gateway Scheduled refresh/ Live connection/ DirectQuery Group OneDrive PBI Service Datasets Reports Dashboards Cloud data sources Azure Analysis Services, SQL Azure, etc. On-prem data sources Analysis Services, SQL Server, etc. Scheduled refresh/ Live connection/ DirectQuery Consume Consumption by end users
  26. 26. There are many possible data sources for Power BI. Let’s focus on the Cloud sources based on Azure. This is not a comprehensive list, but a good summary of key ones. DATA SOURCE PLANNING… This is your curated and managed data layer.Azure SQL IaaS, Azure SQL DW or Azure SQL Service This is your semantic layer. Remove calculation development, model tasks away from user responsibility, etc.Azure Analysis Services This is for real-time reporting of streaming data (typically via IoT).Azure Event Hub & Stream Analytics This means R models can be automated and become part of the data production process that is ultimately consumed by Power BI. Azure Machine Learning & Cortana Analytics This can be especially helpful as a Analytics Sandbox where your users may not know ahead of time the questions they would like to ask of the data. Azure Data Lake & Azure HDInsight This can help users find quality data sources to use based on IT setting up the Azure Data Catalog and users maintaining the metadata around tables and columns. Azure Data Catalog
  27. 27. Simple Moderate Complex Model size and complexity Active concurrent users Data update frequency Query latency Number of queries time timetime You need to decide how you want to model the data source for Power BI. Consider these factors for deciding Cloud Model or External Model? DATA SOURCE PLANNING…
  28. 28. You need to decide how you want to model the data source for Power BI. Consider these factors for deciding Cloud Model or External Model? DATA SOURCE PLANNING… Consider Import: Consider Live connection to Azure Analytics Services Consider DirectQuery
  29. 29. The import method can work well for small to medium data models with moderate concurrent usage. DATA SOURCE PLANNING… Consider Import:
  30. 30. This can be a great method and is often needed if scheduled refresh won’t satisfy your needs and this scales for much larger model and user concurrency. DATA SOURCE PLANNING… Consider Live connection to AAS
  31. 31. Azure Analysis Services can be extremely helpful when you want to connect and combine multiple data sources so users don’t have to access the data source. AZURE ANALYSIS SERVICES PLANNING…
  32. 32. Be REALLY careful here. This is the number one reason often Power BI is ‘slow’ for real customers. This can be great, but has caveats! Use this only when needed. DATA SOURCE PLANNING… Consider DirectQuery
  33. 33. Power BI connects to data sources and provides consumption options for users. PBI Desktop On-Premises Gateway Scheduled refresh/ Live connection/ DirectQuery Group OneDrive PBI Service Datasets Reports Dashboards Cloud data sources Azure Analysis Services, SQL Azure, etc. On-prem data sources Analysis Services, SQL Server, etc. Scheduled refresh/ Live connection/ DirectQuery Consume Consumption by end users DATA SOURCE PLANNING…
  34. 34. 1. Power BI Consumption Planning WHAT WE WILL TALK ABOUT TODAY… 2. Power BI Data Source Planning 3. Next Steps
  35. 35. 1. Power BI Consumption Planning WHAT WE WILL TALK ABOUT TODAY… 2. Power BI Data Source Planning 3. Next Steps
  36. 36. From licensing, governance, security, distribution and deeper dives into performance there is more that you should investigate and learn. THERE IS ALWAYS MORE PLANNING…  Power BI fit and purpose planning (in your enterprise BI technology landscape).  SSRS and Power BI both focus on the delivery experience for BI. It also impacts analyze and authoring (desktop, Excel, etc.)  External users and external sharing planning.  Export planning.  Content pack, solution templates, and organizational planning.  On-premises data planning (gateway, etc.).  Integration and embed planning.  Mobility planning.  IT Led: Seeded Dashboards, Workspaces, connections & content planning.  Security and distribution planning… etc. etc. etc.
  37. 37. There are a tremendous number of tutorials, community resources and examples that you can use to learn by getting hands on. SO GO LEARN MORE! Getting started… • Power BI for Office 365 - Overview and Learning • Power BI - Getting Started Guide • Power BI - Provisioning Guide • Power BI Known Issues Forums and blogs… • Power Pivot Forum • Power BI Forum • Power Query Forum • Q&A Forum • Power BI Blog Guided learning…
  38. 38. Thank You! Organizers,SponsorsandYouformakingthispossible. 100+AwesomePresentationsAt.. Slideshare.Net/RHarbridge 300+PagesOfWhitepapersAt.. 2toLead.com/Whitepapers WhenToUseWhat.com Office365Intranets.com Office365Metrics.com Office365Campaigns.com Office365Extranets.com Office365Resources.com Message Me On LinkedIn or Email Richard@2toLead.com SPEAKER | AUTHOR | SUPER FRIENDLY Twitter: @RHarbridge. More to come on our blog at http://2toLead.com.

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