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20220205 Getting started with power bi
The document provides an overview of Power BI, including its history, features, and editions, emphasizing its role in digital transformation and data analytics. It highlights the importance of Power BI in integrating and synthesizing data for improved business outcomes, and differentiates between its various editions such as free, pro, and premium. Additionally, the document presents a real-life scenario demonstrating the application of Power BI in analyzing sales reports.
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20220205 Getting started with power bi
- 1. Getting Started with PowerBI Aroh Shukla Microsoft MVP, Microsoft MCT
- 2. About Aroh Technical Consultant,Microsoft MVP, MCT & Nintex vTE Experience: Office 365, SharePoint Online, Power Platform Office 365 Consultant & Power Platform Trainer LinkedIn: https://www.linkedin.com/in/arohshukla/ Blog: aarohblah.blogspot.com @aaroh_bits Aroh Shukla
- 3. My agenda today •Introduction & History of Power BI • Digital Transformation & Power Platform • Building Blocks of Power BI • Touring & Using Power BI • Demo – with Business Scenario
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- 5. Digital Feedback Loop Optimize operations Transform products Empower employees Engage customers 1 Data Capturedigital signal across business 2 Intelligence Connect and synthesize data 3 Action Improve business outcomes Data + intelligence
- 6. Microsoft Power Platform Thelow-code platform that spans Office 365, Azure, Dynamics 365, and standalone applications Innovation anywhere. Unlocks value everywhere. Power BI Business analytics Power Apps Application development Power Automate Process automation Power Virtual Agents Intelligent chatbots Data connectors Portals AI Builder Dataverse
- 7. The Evolution ofBI 1st wave Corporate BI IT to end user 2nd wave Self-service BI Analyst to end user 3rd wave End user BI Everyone
- 8. Power BI Break downdata silos and enrich your data with intelligence All Data For Every Decision Integrate trusted and secure BI into the fabric of your organization and apps Power BI drives a data culture for everyone and every decision Create rich-interactive data experiences with AI-infused insights For Everyone
- 9. Why Power BI? PowerBI Desktop is free Real time dashboards and interactive reports Natural Language query & AI insights Custom visualizations and custom connectors Integration with Excel, Power Point, SharePoint and Teams
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- 12. Natural Language query &AI insights
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- 14. Integration with Excel,Power Point, SharePoint and TEAMS
- 15. Power BI FreePower BI Pro Power BI Premium Data Limit: 1 GB / User 10 GB / User 100 TB License per User User Cloud Compute Data Refresh: Daily, 8 times / day 8 times / day 48 /day Real time data: Sharing data: Security: (Data is not secured) Power BI Editions (Power BI Free vs Power BI Pro vs Power BI Premium)
- 16. Power BI -Recap Power BI Free • Data Analysts/IT Analysts design & develop reports and Dashboards. • Consumed by end-users as a view-only access • No Sharing Power BI Pro • Each Power BI Pro user can design his reports and dashboards. • Pro user can share and modify dashboards • User with Power BI Free edition can view only.
- 17. Building Blocks ofPower BI
- 18. Touring and UsingPower BI
- 20. A Real-life Scenario Contosohas some sales reports for USA regions & using an Excel file in SharePoint Online • Excel data has Sales, Customer, Products and Regions US map with following information • Region wide sales for each state • Filter by 2015 and 2016 • KPIs (Calculations) • Total Sales • Units Sold • Unique Order • Average Sales per day • Sales by • Distribution Channel • Warehouse code • Region • Date
- 21. The LARGEST GLOBAL FOOTPRINT 43 Languages Primaryand backup datacenters worldwide 40 National Clouds US Government, China & Germany
- 22. February 2021 Gartner MagicQuadrant for for Analytics and Business Intelligence Platforms* * Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Microsoft. 2021 Gartner Magic Quadrant for Analytics and Business Intelligence Platforms, Analyst(s): James Richardson, Kurt Schlegel, Rita Sallam, Austin Kronz, Julian Sun
Editor's Notes
- #5 Every industry is undergoing a fundamental transformation. In the future, all companies will be digital companies – not only building products but services to capture new business opportunities and engage with customers differently to meet their evolving expectations. To disrupt and innovate, organizations must take on a strategy that connects their customers, employees, products and operations as effectively as possible. Streamlining their business so: Customers have ideal experiences Employees are empowered to do their best Operations can ensure effectiveness and efficiency across the business And that the best products and services are being developed and delivered Organizations have focused on those 4 core areas for a long time. Digital transformation is happening across those 4 areas <Click>
- #6 The digital feedback loop concept across your core business processes is ultimately what enables the transformation. It allows you, to change your business, to change your processes, and ultimately transform your industry. <click>
- #7 When it comes to analytic tools and solutions, it’s important to know what’s out there and to leverage solutions that work with Power BI to support better and faster decision making. As such, we’d like to introduce you to the Microsoft Power Platform. It is a collection of SaaS services that enables users to do three key actions on data that help them drive the business: Power BI is providing the Business Intelligence part of the digital feedback loop. The next step is Action. Take action based on your data-driven decision, use Power Apps, Power Automate and Power Virtual Agent Analyze | Make sense of your data through interactive, real-time dashboards and unlock the insights needed to drive your business forward Act | Build apps in hours—not months—that easily connect to data, use Excel-like expressions to add logic, and run on the web, iOS, and Android devices Automate | Include powerful workflow automation directly in your apps with a no-code approach that connects to hundreds of popular apps and services add virtual bots to automate your service and communication, using Power Virtual Agents Power Platform enables everyone to be working together, using your data to help EVERYONE, from the CEO to the front-line workers, drive the business decision with data and enables innovation.
- #8 The way business intelligence is used in organization has changed significantly over the years. One way of understanding these changes is using the analogy of these three waves of BI: In the early days of BI, organizations would typically have a team or person handling all the requests for insights from the business. This model is not very scalable, and it can take a long time for the answer to get back to the user. By the time it does, a new question probably has already come up. To solve for this lack of scalability and gap between BI team and end users, the second approach to BI was to get BI capabilities in the hands of analysts, who understand the business and can support decisions with analytics. With Power BI, we want to enable everyone in the organization to analyze their data, ask the questions that will help them run their business better, and act based on the insights they find.
- #9 All data Power BI helps in bringing in data from multiple sources , transforming data and merging them into a data model to get insights. Power BI supports both on premises and cloud data sources. There are more than 135 native data connectors. You can also write your custom connector for your data source. For Everyone – Power BI allows you to create interactive reports. supports data driven decision making. You can aggregate multiple reports to a dashboard on the Power BI Service and share this to all users with enterprise security. This helps in everyone making data driven decisions using Power BI. For every decision - The deliverables can be viewed on a variety of platforms. There are different ways to share the results, bringing the visuals to every person in your organization We will explore in more details through the next slides.
- #10 Why Power BI? The Power BI Desktop report designer with endless possibilities, using more than 135 cloud and on-premise data sources, 250+ custom visualizations in addition to design templates and data shaping/transformation options. Power BI will help connecting, loading/transforming the data and creating reports, dashboards, applications and data visualization. Real time dashboard – In Power BI service, you can design a real time and interactive dashboard, using tiles, from the previously built and published reports. Real time capabilities are available for several of the visuals and the data sources. Power BI service and desktop can answer natural language queries (in English & Spanish), as AI insights built into out of the box visualizations (Q&A, decomposition tree & Key Influencers) Custom visuals can be added to the visuals gallery and custom visuals created by partners and community are available to be added to your report The deliverables can be viewed on a variety of platforms. Power BI is integrating with Excel, Power Point, SharePoint and Teams, reports can be embedded in the platforms and data connectors can be used to connect to data stored in those platforms. We will explore in more details through the next slides.
- #11 Create your own report, breaking down the data silos in your organization and using multiple data source Power BI Desktop provides you with out of the box connectors to connect to hundreds of data sources, the ability to easily shape your data with various transformations by click of a button and combine multiple data sources into a data model. Power BI Desktop allows you to enhance your data model with business calculations. Finally you can create interactive reports to get insights on your data. Design your report with free software – the desktop editor. In this class we are going to use the downloaded Power BI Desktop
- #12 Real-time dashboards: live 360 view of your business so you can run it in real time instead of looking in the rearview mirror . Power BI provides you with various mechanisms to create real-time dashboards.
- #13 Natural Language Query: Ask questions, get answers – in beautiful, interactive visuals. Natural Language Interface - With Power BI we continue to find new ways to simplify how people analyze and gain insight from data, providing industry leading features such as natural language query. Natural language query provides users with an easier way to interact with their data, allowing them to type questions of their data and receive answers in the form of live visualizations.
- #14 Click to start animation Custom Visual: provide insights in the context of your business There are more than 250 custom visuals. More visuals are added by our partners to the public custom visualization's gallery. There is an option to limit the custom visuals in your organization, by creating a gallery that is secure and dedicated to your organization only. This is just one example of the governance and detailed admin capabilities of Power BI. You can leverage Power Apps as visual to turn insights into actions from your Power BI reports.
- #15 Full integration with Excel and Power BI – can be explored in additional courses. You can Analyze in Excel, get Excel data into Power BI to create interactive reports, pin Excel reports in the Power BI dashboards. Export to Power Point – enables your data insights to be part of your Power Point deck Integrate with TEAMS – add Power BI reports in Teams, make Power BI interactive part of your meeting and group of members within your team. Integration with SharePoint, and ability to embed Power BI in SharePoint sites
- #16 https://www.aware.co.th/power-bi-desktop-pro-premium/
- #17 Power BI Free If you have Office 365, you have access to Power BI. Knowing how to design and implement BI solution, it’s a different story. Here services come into picture. Power BI Pro For e.g. Customer bought 2 Pro License for 2 Data analysts or IT analysts and others are using Power BI Free So IT team can share, query and develop dashboards. However, other staff can simply view the dashboards.
- #18 Everything you do in Microsoft Power BI can be broken down into a few basic building blocks. After you understand these building blocks, you can expand on each of them and begin creating elaborate and complex reports. Let’s explore the basic building blocks, discuss some simple things that can be built with them, and then get a glimpse into how complex things can also be created. Visualizations: Sometimes also referred to as a visual, it is a visual representation of data, like a chart, a color-coded map, or other interesting things you can create to represent your data visually. Power BI has all sorts of visualization types, and more are coming all the time. The following image shows a collection of different visualizations that were created in the Power BI service. <CLICK> Datasets: A collection of data from a combination of many different sources which you can filter and combine to provide a unique collection of data (a dataset) used to create visualizations. <CLICK> Reports: A collection of visualizations that appear together on one or more pages. <CLICK> Dashboards: A collection of visuals from a single page that you can share with others. Often, it's a selected group of visuals that provide quick insight into the data or story you're trying to present. <CLICK> Tiles: A single visualization on a report or a dashboard. It's the rectangular box that holds an individual visual.
- #19 The common flow of work in Microsoft Power BI is to create a report in Power BI Desktop, publish it to the Power BI service, and then share it with others, so that they can view it in the service or on a mobile app. But because some people begin in the Power BI service, let’s get an overview of that first, and learn about an easy and popular way to quickly create visuals in Power BI: apps. An app is a collection of preset, ready-made visuals and reports that are shared with an entire organization. Using an app is like microwaving a TV dinner or ordering a fast-food value meal: you just have to press a few buttons or make a few comments, and you're quickly served a collection of entrees designed to go together, all presented in a tidy, ready-to-consume package. The canvas (the area in the center of the Power BI service) shows you the available sources of data in the Power BI service. There are apps for all sorts of online services. Update data in the Power BI service You can also choose to update the dataset for an app, or other data that you use in Power BI.
- #22 Power BI adheres to lots international and regional compliance certifications and attestations, privacy and data protection policies and processes, data transfer and location policies, and security features and functionality. Learn more about all Power BI certifications and attestations in the Microsoft Trust Center (https://www.microsoft.com/en-us/trustcenter/compliance/complianceofferings?product=PowerBI)