Using Office 365 Groups in Power BI Reports
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This document discusses using Office 365 groups with Power BI. It provides an overview of Power BI features like data sources, visualizations, and sharing/collaboration. It then covers specific topics like sharing dashboards, using OneDrive for Business, creating app workspaces (which generate Office 365 groups), adding members, and refreshing data uploaded from workbooks or the Power BI service.
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Using Office 365 Groups in Power BI Reports
- 1. Using Office 365 groups in Power BI Marco Russo SQLBI Twitter: @marcorus – Mail: marco.russo@sqlbi.com #SPSMonaco
- 2. #SPSMonaco
- 3. Marco Russo Mentor, Consultant, Author www.sqlbi.com
- 4. Feature • Power BI is a cloud-based business analytics service that enables • fast and easy access to your data • a live 360º view of your business • data discovery and exploration • insights from any device • collaboration across your organization • anyone to visualize and analyze data Power BI Experience your data. Any data, any way, anywhere
- 5. Power BI Overview Data sources Power BI service SaaS solutions e.g. Marketo, Salesforce, GitHub, Google analytics On-premises data e.g. Analysis Services Organizational content packs Corporate data sources or external data services Azure services Azure SQL, Stream Analytics… Excel files Workbook data / data models Power BI Desktop files Data from files, databases, Azure, and other sources Data refresh Visualizations Live dashboards Content packs Sharing & collaborationNatural language query Reports Datasets01001 10101
- 7. Sharing a dashboard • Sharing with internal users • Sharing with the web • Creating an app workspace
- 8. Using OneDrive for Business • Power BI has a special link with OneDrive for Business • Use Excel Services to render workbooks in the browser • OneDrive personal does not offer the same experience
- 10. Group App Workspaces • Until April 2017 we had Group Workspaces in Power BI • One Group Workspace generates an Office 365 Group • Since May 2017, we have App Workspaces • Roadmap: an App Workspace does not generate an O365 Group • Current situation: same as before • Just wait a few minutes when you create an app, creating the underlying O365 group requires more time • Now and in the future: OneDrive for Business to share files
- 11. Members • App Members can access to files and reports (read/write) • Adding a member to the app enables full access • Provide read-only access: publish an app • Corresponds to former “organizational content pack” • The entire content of the app workspace is published • All the dashboards, reports, and datasets • Users can consume app without being part of the app workspace
- 12. Office 365 Collaboration • Group conversation • Group calendars • State in May 2017: • Limited integration of these info in Power BI • Simple redirection to Office 365 web site
- 13. Refreshing Data
- 14. Upload new workbook • New version of the workbook available • Upload the new workbook • Wait a few minutes • Reports and dashboards are updated • Delay depends on many factors
- 15. OneDrive • Link between OneDrive and PC • Save to disk • Automatic upload to the cloud • Power BI loads the new model • After a while, new data is available • Simple and easy… • Not completely automated, yet works without any hassle
- 16. Power BI refresh architecture Cloud access Live dashboards and reports SQL Server Analysis Services (SSAS) Power BI Query (manual execution) File upload
- 17. Thanks Marco Russo SQLBI Twitter: @marcorus – Mail: marco.russo@sqlbi.com #SPSMonaco
Editor's Notes
- Key message: Power BI is a business analytics service. With Power BI you can now see all of your data through a single pane of glass. Live Power BI dashboards and reports show visualizations and KPIs from data residing both on-premises and in the cloud, providing a consolidated view across your business regardless of where your data lives. Talking points: This is Power BI in a nutshell and the overall benefits to your business. We will look at what this means for the IT Pro and the key benefits for IT on the next slide
- Let’s walk through an overview of how Power BI works. 1. The Power BI service, sometimes referred to as powerbi.com, is what allows you to: Create beautiful visualizations to tell compelling data stories Build rich, live dashboards that turn BI into business insights Create reports & datasets from which you can create visualizations and dashboards Enjoy the benefits of up-to-date data with real-time, automatic and scheduled refreshes Share dashboards easily with other people in your organization Ask questions of data in plain English with Natural Language Query Stay connected to your data all the time with mobile applications 2. Power BI connects to a variety of data sources. These range across both cloud and on-premises sources, and include: A variety of popular SaaS solutions, such as Marketo, Salesforce, GitHub, Dynamics CRM, Zendesk, and several others On-premises databases – Power BI offers live connectivity to SQL Server Analysis Services, which we’ll cover in more detail later. And using a gateway solution, Power BI can connect to other database solutions. Organizational content packs– Publish and share organizational content packs, which consist of pre-built dashboards, reports, data models, embedded queries, and metadata Other Azure services – Power BI integrates tightly with SQL Azure and Stream Analytics, and will be integrating closely with more Azure services over time Power BI Desktop and Excel files – Excel workbooks can be directly connected to Power BI.com, or may be used with Power BI Desktop. Power BI Desktop is a companion application to the Power BI service – it is a desktop tool that supports data analysis and reporting. Like Excel files, Power BI Desktop files may be uploaded to the Power BI service.