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Microsoft Power Platform Overview
App in a Day & Dashboard in Day
Vishal Pawar, 2x Microsoft MVP, MCT
Principal BI Architect
Vishal Pawar
• Principal BI Architect
• Microsoft rMVP, Microsoft Certified Trainer
• Founder of Global Power BI User Group
• Blogger, Speaker and #PowerAddict
Microsoft Power Platform
Power BI
Business analytics
Power Apps
Application development
Power Automate
Process automation
Power Virtual Agents
Intelligent virtual agents
The low-code platform that spans Office 365, Azure, Dynamics 365, and standalone applications
Common
Data Service
Data
connectors AI Builder
Integrated low code platform
Automate response to metrics
Analyze data to find places
to automate
Act on data during analysis
Analyze the data exhaust
from apps
Drive business process with an appAutomate your app
February 2020
Vishal Pawar
Principal BI Architect, Green House Data
Microsoft rMVP, MCT
Dashboard in a Day
Prerequisites and setup steps
• At minimum, a computer with 2-cores and 4GB RAM running Windows 7 / Windows Server 2008 R2, or
later
• Display: At least 1440x900 or 1600x900 (16:9) recommended.
• Internet connectivity: You must have the ability to connect to the Internet outside your organization
• Microsoft Power BI Desktop installed: you should have downloaded and installed Power BI Desktop
from the Microsoft Store https://www.microsoft.com/en-us/p/power-bi-desktop/9ntxr16hnw1t or from the
download center https://go.microsoft.com/fwlink/?LinkId=521662.
• Microsoft Power BI Desktop requires Internet Explorer 9 or later.
• Signup for Power BI: Go to http://aka.ms/pbidiadtraining and sign up for Power BI with a business email
address. If you cannot sign up for Power BI, let the instructor know.
• If you have an existing account, please go to http://app.powerbi.com and Sign in using your Power BI
account
• Training and Lab material - http://mnts.info/pbid >> https://powerbi.microsoft.com/en-us/diad/
http://mnts.info/pbid
Join a Global Power BI User Group !
• Udemy Free Course (53K+ Student) – http://bit.do/pbiu
• Facebook Group (15K+ member)- http://bit.do/pbifb
• LinkedIn (2K+ member) – http://bit.do/pbiln
• Twitter (@GlobePUG) – http://bit.do/pbitw
• YouTube (2K+ Subscriber)- http://bit.do/ytgpbi
• Official Microsoft Community – http://bit.do/pbiug
• Official website (2K+ Member) – http://bit.do/gpbiweb
• Power BI news (2K+ Readers) – http://bit.do/pbinews
• Session pins on Pinterest- http://bit.do/gpbisession
• Google Plus – http://bit.do/pbigp
• About user group – http://bit.do/aboutgpbi
Free Power BI Template- Download & Use now !!
http://bit.do/sqldash
SQL Server Dashboard LinkedIn Dashboard
https://gallery.technet.microsoft.com/LinkedIn-Connection-107605c5
NetFlix Dashboard
http://bit.do/pbinetflix
Agenda (times are approximate and will be fluid with the class)
Morning
• 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop
overview
• 10:15 AM – 11:00 PM – Power BI Desktop – Lab
• 11:15 PM – 12:15 PM – Power BI Desktop – Demos
• 12:15 PM – 1:00 PM – Break and Q&A with speaker
Afternoon
• 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued)
• 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice
• 03:30 PM – 04:30 PM – Power Platform end to end Demo
Agenda (times are approximate and will be fluid with the class)
Morning
• 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop
overview
• 10:15 AM – 11:00 PM – Power BI Desktop – Lab
• 11:15 PM – 12:15 PM – Power BI Desktop – Demos
• 12:15 PM – 1:00 PM – Break and Q&A with speaker
Afternoon
• 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued)
• 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice
• 03:30 PM – 04:30 PM – Power Platform end to end Demo
Data
+
intelligence
Optimize
operations
Transform
products
Engage
customers
Empower
employees
Digital Transformation
Data
Capture digital signal across business
2
Intelligence
Connect and synthesize data
Action
Improve business outcomes
Data +
intelligence
Digital Feedback Loop
Optimize
operations
Transform
products
Engage
customers
Empower
employees
Data +
intelligence
Data
Capture digital signal across business
2
Intelligence
Connect and synthesize data
Action
Improve business outcomes
Digital Feedback Loop
Optimize
operations
Transform
products
Engage
customers
Empower
employees
Microsoft Power Platform
Microsoft FlowPowerAppsPower BI
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
One connected platform that empowers everyone to innovate
Power Platform
Everyone
Analysttoenduser
ITtoenduser
2nd wave
Self-service BI
1st wave
Corporate BI
3rd wave
End user BI
The Evolution of BI
Access
Clean
Mash-up
Explore
Visualize
Share
End User Needs
Power BI
Power BI: experience your data
Any data, any way, anywhere
• Data from Applications
o SaaS services that you already use
• Data from your organization
o Content published by others in your org
(Datasets and Dataflows)
• Big data and more
o Azure data services, e.g. SQL DW, ADLS.
o On-premises data sources, e.g. Oracle & SSAS
• Data from files
o Import data from Text, CSV, Excel and Power
BI Desktop files
Access all your DATA
SaaS solutions
e.g. Marketo, Salesforce,
GitHub, Google Analytics
On-premises Data
Data sources
Organizational
Corporate data sources
or external data services
Azure services
Azure SQL, Stream
Analytics…
Power BI Desktop files
Data from files,
databases, Azure, and
other sources
Excel files
Share &
collaborate
Visualize
Explore
Prepare • Consolidate data from a broad range of
sources
o Merge or append queries to combine data
from multiple queries into a single query
• Transform data to fit your needs using
intuitive UI
o Select data for inclusion
o Cleanse data and remove errors
• Define calculations to generate new fields
for use in reports
• Develop advanced analytics using a
combination of measures and relationships
o Uncover correlations, highlight exceptions
and understand business outcomes
Clean and mash-up your DATA
Share &
collaborate
Visualize
Explore
Prepare • Explore data in a variety of ways and across
multiple visualizations using drag and drop
canvas
• Dig deeper into your reports
o Drill-down in your hierarchical data
o Filter, sort, hover over and highlight data
• Leverage Quick Insights to find insights in
your data
• Ask questions of your data in natural
language with Q&A
o Type questions in plain language
o Q&A intelligently filters, sorts, aggregates,
groups and displays data based on the
question
Explore your DATA
• Visualize data in a variety of ways
• Growing number of visualization types
o Donuts, basic area, waterfall, filled maps, tree
maps, funnel, gauges combo charts and
more
o Custom visuals available from Power BI
Visuals Marketplace
o Tools to develop, test, package new custom
visuals
• Visualizations on report page are
connected – select value in one
visualization to change other visualizations
• Full screen pop out mode for report visuals
to show additional details
Share &
collaborate
Visualize
Explore
Prepare
Visualize your DATA
Share &
collaborate
Visualize
Explore
Prepare • Save Power BI Desktop report files and
easily publish them to powerbi.com
• Access dashboards using native mobile
apps for Windows, iOS and Android
• Share as appropriate with other Power BI
users in your organization
• Package your reports in apps for easy
consumption and control
• Easily embed interactive Power BI
visualizations in blog posts, websites,
through emails or social media With
Power BI Publish to web
Bring your story to life with DATA
Power BI: experience your data
Any data, any way, anywhere
Power BI
Largest Global Footprint
National Clouds
43 34
February 2019
*Gartner “Magic Quadrant for Analytics and Business Intelligence Platforms,” by Cindi Howson, James Richardson, Rita Sallam, Austin Kronz, 11 February 2019
The above graphics were 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. 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. GARTNER is a registered
trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.
Agenda (times are approximate and will be fluid with the class)
Morning
• 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop
overview
• 10:15 AM – 11:00 PM – Power BI Desktop – Lab
• 11:15 PM – 12:15 PM – Power BI Desktop – Demos
• 12:15 PM – 1:00 PM – Break and Q&A with speaker
Afternoon
• 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued)
• 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice
• 03:30 PM – 04:30 PM – Power Platform end to end Demo
Agenda (times are approximate and will be fluid with the class)
Morning
• 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop
overview
• 10:15 AM – 11:00 PM – Power BI Desktop – Lab
• 11:15 PM – 12:15 PM – Power BI Desktop – Demos
• 12:15 PM – 1:00 PM – Break and Q&A with speaker
Afternoon
• 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued)
• 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice
• 03:30 PM – 04:30 PM – Power Platform end to end Demo
Power BI Desktop
Labs - Hands-on learning
Agenda (times are approximate and will be fluid with the class)
Morning
• 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop
overview
• 10:15 AM – 11:00 PM – Power BI Desktop – Lab
• 11:15 PM – 12:15 PM – Power BI Desktop – Demos
• 12:15 PM – 1:00 PM – Break and Q&A with speaker
Afternoon
• 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued)
• 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice
• 03:30 PM – 04:30 PM – Power Platform end to end Demo
Agenda (times are approximate and will be fluid with the class)
Morning
• 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop
overview
• 10:15 AM – 11:00 PM – Power BI Desktop – Lab
• 11:15 PM – 12:15 PM – Power BI Desktop – Demos
• 12:15 PM – 1:00 PM – Break and Q&A with speaker
Afternoon
• 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued)
• 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice
• 03:30 PM – 04:30 PM – Power Platform end to end Demo
Explore and share your data stories
In the Data Stories Gallery
Power BI Desktop
Demo
Agenda (times are approximate and will be fluid with the class)
Morning
• 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop
overview
• 10:15 AM – 11:00 PM – Power BI Desktop – Lab
• 11:15 PM – 12:15 PM – Power BI Desktop – Demos
• 12:15 PM – 1:00 PM – Break and Q&A with speaker
Afternoon
• 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued)
• 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice
• 03:30 PM – 04:30 PM – Power Platform end to end Demo
Agenda (times are approximate and will be fluid with the class)
Morning
• 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop
overview
• 10:15 AM – 11:00 PM – Power BI Desktop – Lab
• 11:15 PM – 12:15 PM – Power BI Desktop – Demos
• 12:15 PM – 1:00 PM – Break and Q&A with speaker
Afternoon
• 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued)
• 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice
• 03:30 PM – 04:30 PM – Power Platform end to end Demo
Q & A..(AMA)Ask Me Anything ?
✓ Power BI
✓ Power Apps
✓ Power Automate
✓ Azure
Agenda (times are approximate and will be fluid with the class)
Morning
• 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop
overview
• 10:15 AM – 11:00 PM – Power BI Desktop – Lab
• 11:15 PM – 12:15 PM – Power BI Desktop – Demos
• 12:15 PM – 1:00 PM – Break and Q&A with speaker
Afternoon
• 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued)
• 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice
• 03:30 PM – 04:30 PM – Power Platform end to end Demo
Agenda (times are approximate and will be fluid with the class)
Morning
• 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop
overview
• 10:15 AM – 11:00 PM – Power BI Desktop – Lab
• 11:15 PM – 12:15 PM – Power BI Desktop – Demos
• 12:15 PM – 1:00 PM – Break and Q&A with speaker
Afternoon
• 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued)
• 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice
• 03:30 PM – 04:30 PM – Power Platform end to end Demo
Power BI Service
Demo
Agenda (times are approximate and will be fluid with the class)
Morning
• 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop
overview
• 10:15 AM – 11:00 PM – Power BI Desktop – Lab
• 11:15 PM – 12:15 PM – Power BI Desktop – Demos
• 12:15 PM – 1:00 PM – Break and Q&A with speaker
Afternoon
• 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued)
• 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice
• 03:30 PM – 04:30 PM – Power Platform end to end Demo
Agenda (times are approximate and will be fluid with the class)
Morning
• 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop
overview
• 10:15 AM – 11:00 PM – Power BI Desktop – Lab
• 11:15 PM – 12:15 PM – Power BI Desktop – Demos
• 12:15 PM – 1:00 PM – Break and Q&A with speaker
Afternoon
• 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued)
• 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice
• 03:30 PM – 04:30 PM – Power Platform end to end Demo
What is Power BI Report Server
Power BI Report Server History
SSRS
Modern Lifecycle Policy – Future Release
Year 1 Year 2
Security &
Critical
Updates
Security Updates (Only)
Security &
Critical
Updates
Security Updates (Only)
Security &
Critical
Updates
Security Updates (Only)
Release 1
Release 2
Release 3
Support EndsNew Release
Frequent releases
(planning ~3 per year)
Security & critical updates
until next release
Security updates continue for
remainder of 12 months
Power BI Report Server Release
Report Management
How Organizations Use Power BI Report Server
Create interactive reports
in Power BI Desktop
Create Publish
Publish to Power BI Report Server
Consume
View and interact in
Power BI Mobile or web browser
How Organizations Consume PBRS
HTML5 rs:Embed=true
Mobile apps
</>
Windows
Android
iOS
Web portal Embedded In your apps
Power BI Report Server for Enterprise
Lifecycle
Frequent releases
Security
Integrate with ADFSScale up and out
Scalability
Migrate from SQL Server
Reporting Services
MigrationInstallation
Lightweight
download and
installation
Power BI Report Server topology
Migrate from SSRS (Native mode)
SSRS Power BI Report Server
1. Back up report server database
2. Install Power BI Report Server
3. Connect report server to database
using Report Server Configuration
Manager
Copy/Move
Report Server
Database
Report
Server Database
How to acquire Power BI Report Server
PBI RS Installation
Lightweight download and installation
Requirements
• Windows Server 2012+
• SQL Server Database Engine (2008+)
• SQL Server Analysis Services (2012+)
Zero impact on SQL Server
On-Premises (Non-Cloud)-Architecture
Power BI Report Server - Demo
• PBI RS – Site Setting ,Help overview
• PBI Desktop OPTIMIZED to PBI RS ( Where to find?)
• Tools to Publish Report to PBI RS
• Power BI Optimized Desktop to PBI RS
• Visual Studio SSDT SSRS publishing to PBI RS
• Mobile Report publishing to PBI RS
• Power BI Report Builder to PBI RS
• Report Server DB – Metadata, Special Query
• Branding - PBI Report Server
• Report Server execution log – Publish
• Full Screen ?rs:embed=true
• Comment, Refresh Data and Scheduling
• Open and Edit directly from tool and Publish
• Access, Folder, and Many more things to do
Best Practices for Power BI Report Server
• Development – Version, Upgrade & Migration
• Security - AD, SQL read account
• Administration – Report for Report ☺ !
• Upgradation – Decide your strategy, 6 Month Good**
• Scheduling - Shared Data Scheduling
• Usage – Import VS Direct query
• Metadata - Report Server DB
This ugly report page needs a lot of work
Agenda (times are approximate and will be fluid with the class)
Morning
• 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop
overview
• 10:15 AM – 11:00 PM – Power BI Desktop – Lab
• 11:15 PM – 12:15 PM – Power BI Desktop – Demos
• 12:15 PM – 1:00 PM – Break and Q&A with speaker
Afternoon
• 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued)
• 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice
• 03:30 PM – 04:30 PM – Power Platform end to end Demo
Agenda (times are approximate and will be fluid with the class)
Morning
• 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop
overview
• 10:15 AM – 11:00 PM – Power BI Desktop – Lab
• 11:15 PM – 12:15 PM – Power BI Desktop – Demos
• 12:15 PM – 1:00 PM – Break and Q&A with speaker
Afternoon
• 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued)
• 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice
• 03:30 PM – 04:30 PM – Power Platform end to end Demo
Power BI Best Practices – General
• Limit the number of visuals in dashboards and reports
• To improve Power BI report performance, remove unnecessary interactions between visuals
• Enable Row-Level Security (RLS) where applicable
• Use Microsoft AppSource certified custom visuals where applicable
• If you observe poor performance in Power BI, do not use hierarchical filters
• Provide data categorization for Power BI reports (HBI, MBI, LBI)
• Use the On-premises data gateway instead of Personal Gateway
• Use different Power BI gateways for “Direct Query” and “Scheduled Refresh”
• Test each custom visual on a report for performance to ensure fast report load time
• Limit complicated measures and aggregations in data models
• Use slicers sparingly
• Ensure that the Power BI report and the data source are in the same region
• Import only necessary fields and tables instead of entire datasets
• Ensure the cache update frequency aligns with the data source refresh frequency
Reference & Call to action
• Download Power BI Report Server
• Read the documentation
• Subscribe to the Power BI Blog
• Follow @MSPowerBI on Twitter
• Join the Power BI Community
• https://docs.microsoft.com
• https://www.blue-granite.com/blog/
• https://maqsoftware.com/expertise/powerbi/power-bi-best-practices
• Best design practices for reports and visuals – Microsoft Corporation, published June 22, 2018
• Tips for designing a great Power BI dashboard – Microsoft Corporation, published June 22, 2018
• Power BI Performance Best Practices – Microsoft Corporation, published May 18, 2018
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Power BI
Power BI: experience your data
Any data, any way, anywhere
Data Culture
#1
AI infused experiences with
the familiarity of Office
Data Culture
#2
Meet the most demanding
enterprise needs
Productivity
ActionTrust
Data Stack
Data Culture
#3
BI woven into the fabric
of the organization
AI Powered Analytics
Data Exploration – New capability highlights
Power BI
Data Culture
#2
Meet the most demanding
enterprise needs
Modern
Enterprise BI
Modern Enterprise BI
#2
Meet the most demanding
enterprise needs
Enterprise
Reports
Enterprise
Semantic
Models
Dataflows
(ETL)
Machine
Learning
Lineage &
Impact
Analysis
Application
Lifecycle
Management
Embedded
Analytics
Real Time
Streams
Modern
Enterprise BI
Enterprise
Reports
Enterprise
Semantic
Models
Dataflows
(ETL)
Machine
Learning
Lineage &
Impact
Analysis
Application
Lifecycle
Management
Embedded
Analytics
Real Time
Streams
Modern Enterprise BI
600% growth in
large
deployments
Modern
Enterprise BI
Enterprise
Reports
Enterprise
Semantic
Models
Dataflows
(ETL)
Machine
Learning
Lineage &
Impact
Analysis
Application
Lifecycle
Management
Embedded
Analytics
Real Time
Streams
Modern Enterprise BI
use Power BI
Enterprise BI– New capability highlights
Power BI
Productivity
ActionTrust
Data Stack
Data Culture
#3
BI woven into the fabric
of the organization
Weaving BI into the Organization – New capability highlights
Power BI
Q&A
Microsoft Power Platform
Power BI
Business analytics
Power Apps
Application development
Power Automate
Process automation
Power Virtual Agents
Intelligent virtual agents
The low-code platform that spans Office 365, Azure, Dynamics 365, and standalone applications
Common
Data Service
Data
connectors AI Builder
Integrated low code platform
Automate response to metrics
Analyze data to find places
to automate
Act on data during analysis
Analyze the data exhaust
from apps
Drive business process with an appAutomate your app
Power Automate
Microsoft Power Automate
A low-code approach to intelligent automation
Power Apps
Microsoft Power Apps
A low-code approach to building intelligent apps
Power Apps – areas of investment
Common Data Service:
What’s in the box
Jobs
Calculated &
Rollup fields
Business
Rules
Data
validation
Duplicate
Detection
Plugins
Workflows
Catalog
and discovery
Modelling
Reporting
Common Data
Model
Relational
databases
Files and
blobs
Log files
Semi-structured
data
Search and
Find data
Data lake
Eventing
Webhooks
Data export
Dynamics 365
Office 365
Standalone Apps
Microsoft
Power platform Azure
Common Data Service for Apps and
Data Connectors
MaintenanceDataPriceResourcesTime
Why PowerApps and Power Automate
What
PowerApps
An application Platform as a Service (aPaaS) for citizen-
developers to build high-productivity business apps
Model-driven apps leverage your
data model, relationships, and
business processes to automatically
generate immersive, responsive
applications
Canvas apps start with user
experience, with pixel-perfect
control to build highly customized
task- and role-based apps that
mash up data from 230+ sources
Types of PowerApps apps
Connect to data &
systems you’re already
using easily
Create apps, forms, and
workflows without
writing code
Use apps on any
device – both web
and mobile
Canvas Apps help business-power-users to create and
use custom business apps across platforms
using Excel and PowerPoint skills
Craft forms and screens
in a visual designer that
helps you see exactly
what you’ll get
Take advantage
of device capabilities
like cameras, GPS,
and digital ink
Extend the capabilities
of connected data
sources, or focus just
on the bits you need
Build business logic
into your apps with
an Excel-inspired
expression language
PowerApps Studio for canvas apps
Built-in connectivity to 230+ cloud services,
content services, databases, APIs, etc.
Seamless hybrid connectivity to on-premises
systems via the On-Premises Data Gateway
Custom Connector support allows the registration
of developer / IT systems as a building block for
citizen developers
Use multiple data sources in a single application
for processes that span systems
230+ Built-in Connectors
+ Custom Connectors
Get apps to your team when and where
they’re needed, whether that’s on the web,
iOS or Android—no app store required.
Embed apps into the tools you’re already using
Customize SharePoint forms
Customers can quickly customize standard
forms on any SharePoint list, auto-generate
rich mobile apps, and automate workflow and
approval processes – all directly from within
SharePoint.
Embed apps in Power BI, Teams
Build PowerApps to extend Power BI, Teams,
and more. We’ve also recently announced
that 3rd party ISVs will be able to take
advantage of the same capabilities to extend
their software.
Complex responsive apps
on web and mobile
PowerApps Model-driven apps provides a metadata-
driven architecture for creating and customizing apps
without writing code
Easily add Business rules and
Business process flows to model
your business processes
Rich component-
focused no-code design
environments
High-level architecture
SaaS apps
enterprise services
business systems
mobile
tablet
browser
Entities, fields & relationships
Entity: “An item with properties that you track, like contact or account.”
like a database table
Field: “A property that is associated with the entity.”
like a database column in a table
Relationships: “Defines how entities can be related to each other.”
like relationships in database – 1:1, 1:N & N:N
Forms
• Definition: “a page that displays fields of a single record for a single entity”
Views
• Definition: “a page that displays fields from multiple records for a single entity”
Interactive Dashboards
• Definition: “a page that allows interactive filtering of data from one or more entities”
Microsoft Flow >> Power Automate
Microsoft Flow is a service for business users
to automate workflows across apps and services
What makes up a flow?
Four types of flows
Scheduled flows
Automated
flows
Business
process flows
Instant flows
Scheduled flows
• Run regular reports—send out your team a
summary everything that’s happened in the
past week
• Data backups—copy data from one system to
another on a fixed interval
• Everything from simple schedules like every day, to
advanced schedules like every 3rd Monday
• Scheduled flows can also be run on-demand by any
Owners of the flow—including from the Teams Flow
bot
Instant flows
• Click a button inside of Flow mobile, SharePoint,
Dynamics, PowerApps or Excel that passes context
directly in to your flow
• These can be shared with Run only users so that
other people can Run them without seeing the
details or editing them
Automated flows
• Starts with an event or trigger
• For example, Emails being received, RSS feeds,
new items being added to a database
• Over 170 different triggers available
• Like the previous 2 types of flows—support
any number of actions in 200+ connectors
Business process flows
• Create stages or screens that enforce a
certain sequence of steps
• For each stage, collect data from the user
and/or and kick off automated workflows
• Create branching logic based on the data
Data sources?
• Excel on OneDrive
• Excel on Dropbox
• Excel on Google Drive
• Office 365
• SharePoint Online lists
• Google Sheets
• Salesforce
• Dynamics CRM
SaaS data sources
Expressions Actions and Conditions
Azure API App,
Azure Function
Azure Service Bus
▪ Step 1
▪ Create a MS Form
Demo – Together
▪ Step 2
▪ Create Streaming Data Set in Power BI
Demo – Together
▪ Step 4
▪ Power BI Desktop
▪ Publish data
Demo – Together
App in a Day
Business scenario for hands-on lab
Lab objectives
Build a Power Apps Canvas App for employee
facing device ordering experience
Use Common Data Service to store the device
orders in the cloud
Build a Power Apps Model-driven App to
complete the procurement process
Use Power Automate to build an approval
workflow for device approval
Use Power BI to visualize device order data
Lab content
http://aka.ms/appinaday
Pre-requisites
Valid Power Apps license:
• Common Data Service usage requires a Power Apps premium license
• Visit https://powerapps.microsoft.com/pricing/ and click Start Trial or sign
up for a free Community plan.
• If you are unable to acquire a trial license:
• Ask the instructor for a trial user account that you may use for this session OR
• Create your own Office 365 trial tenant – http://aka.ms/Office365E5Trial
https://make.powerapps.com
https://aka.ms/PowerAppsiOS
https://aka.ms/PowerAppsAndroid
Provision environment and Common Data Service
This lab requires a new Power Apps environment and CDS database
that was provisioned for this class.
• Go to the Power Apps Admin center – http://admin.powerapps.com
• Select +New environment, fill out the form using a Trial Environment, and select Create Environment
• Select the Create database option
• Fill out the form, check the box to include sample apps and data and select Create my database
• Your new environment will be added to the list of environments
• IMPORTANT: The database has not yet been provisioned
• Select the environment you just created
• Wait for the “Provisioning database…” message to go away
• You may need to refresh the screen every couple of minutes
• Once the provisioning is complete, then proceed to create apps in the environment
Module 1: Power Apps
Canvas App
Learning objectives
 Sign-in and create a new Canvas App
 Connect to data sources
 Filter data
 Work with multiple screens and navigation
 Customize the user experience – galleries and
controls
Module 2: Common Data
Service
Learning objectives
 Provision a Common Data Service instance
 Get familiar with standard entities
 Create a custom entity
 Customize entity fields and option sets
 Create calculated fields
 Use the Canvas app form control to save data to CDS
 Use the Office365 connector to get user’s manager info
 Configure Canvas app settings
 Save and share a Canvas app
 Run a Canvas app on a mobile device
Module 3: Power Apps
Model-driven App
Learning objectives
 Create a standalone Model-driven app
 Customize forms for the Model-driven app
 Create a Business Process Flow
Module 4: Power
Automate
Learning objectives
 Trigger a flow when a new record is created in CDS
 Send an approval request
 Conditional branching based on the approval response
 Send email notifications
 Update the CDS record with the approval status and the
approver’s comments
 Use the approval center on web and mobile
 Check the status of flow runs
Module 5: Power BI
Learning objectives
App From Example – (20 Min) Task 1
All in One – 30 Min – 3.30 PM Task 3
▪ Step 3
▪ Create Flow to add Row in
Power BI
Demo – Together
Model Driven App (Rest all time) (Till 3.30)
• 02-Common Data Service Lab Manual
• 03-Power Apps Model-driven App Lab Manual
• 04-Power Automate Lab
• 05-Power BI Lab Manual
Task 2
http://aka.ms/appinadayLabSurvey
aka.ms/PowerPlatformResources
aka.ms/Flow-resources
aka.ms/PowerAppsStories
aka.ms/PowerPlatformVideos
aka.ms/PowerPlatformResources

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General Presentation - DIAD and AIAD, Dashboard and Apps

  • 1. Microsoft Power Platform Overview App in a Day & Dashboard in Day Vishal Pawar, 2x Microsoft MVP, MCT Principal BI Architect
  • 2.
  • 3. Vishal Pawar • Principal BI Architect • Microsoft rMVP, Microsoft Certified Trainer • Founder of Global Power BI User Group • Blogger, Speaker and #PowerAddict
  • 4. Microsoft Power Platform Power BI Business analytics Power Apps Application development Power Automate Process automation Power Virtual Agents Intelligent virtual agents The low-code platform that spans Office 365, Azure, Dynamics 365, and standalone applications Common Data Service Data connectors AI Builder
  • 5. Integrated low code platform Automate response to metrics Analyze data to find places to automate Act on data during analysis Analyze the data exhaust from apps Drive business process with an appAutomate your app
  • 6.
  • 8. Vishal Pawar Principal BI Architect, Green House Data Microsoft rMVP, MCT Dashboard in a Day
  • 9. Prerequisites and setup steps • At minimum, a computer with 2-cores and 4GB RAM running Windows 7 / Windows Server 2008 R2, or later • Display: At least 1440x900 or 1600x900 (16:9) recommended. • Internet connectivity: You must have the ability to connect to the Internet outside your organization • Microsoft Power BI Desktop installed: you should have downloaded and installed Power BI Desktop from the Microsoft Store https://www.microsoft.com/en-us/p/power-bi-desktop/9ntxr16hnw1t or from the download center https://go.microsoft.com/fwlink/?LinkId=521662. • Microsoft Power BI Desktop requires Internet Explorer 9 or later. • Signup for Power BI: Go to http://aka.ms/pbidiadtraining and sign up for Power BI with a business email address. If you cannot sign up for Power BI, let the instructor know. • If you have an existing account, please go to http://app.powerbi.com and Sign in using your Power BI account • Training and Lab material - http://mnts.info/pbid >> https://powerbi.microsoft.com/en-us/diad/ http://mnts.info/pbid
  • 10. Join a Global Power BI User Group ! • Udemy Free Course (53K+ Student) – http://bit.do/pbiu • Facebook Group (15K+ member)- http://bit.do/pbifb • LinkedIn (2K+ member) – http://bit.do/pbiln • Twitter (@GlobePUG) – http://bit.do/pbitw • YouTube (2K+ Subscriber)- http://bit.do/ytgpbi • Official Microsoft Community – http://bit.do/pbiug • Official website (2K+ Member) – http://bit.do/gpbiweb • Power BI news (2K+ Readers) – http://bit.do/pbinews • Session pins on Pinterest- http://bit.do/gpbisession • Google Plus – http://bit.do/pbigp • About user group – http://bit.do/aboutgpbi
  • 11. Free Power BI Template- Download & Use now !! http://bit.do/sqldash SQL Server Dashboard LinkedIn Dashboard https://gallery.technet.microsoft.com/LinkedIn-Connection-107605c5 NetFlix Dashboard http://bit.do/pbinetflix
  • 12. Agenda (times are approximate and will be fluid with the class) Morning • 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop overview • 10:15 AM – 11:00 PM – Power BI Desktop – Lab • 11:15 PM – 12:15 PM – Power BI Desktop – Demos • 12:15 PM – 1:00 PM – Break and Q&A with speaker Afternoon • 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued) • 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice • 03:30 PM – 04:30 PM – Power Platform end to end Demo
  • 13. Agenda (times are approximate and will be fluid with the class) Morning • 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop overview • 10:15 AM – 11:00 PM – Power BI Desktop – Lab • 11:15 PM – 12:15 PM – Power BI Desktop – Demos • 12:15 PM – 1:00 PM – Break and Q&A with speaker Afternoon • 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued) • 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice • 03:30 PM – 04:30 PM – Power Platform end to end Demo
  • 15. Data Capture digital signal across business 2 Intelligence Connect and synthesize data Action Improve business outcomes Data + intelligence Digital Feedback Loop Optimize operations Transform products Engage customers Empower employees
  • 16. Data + intelligence Data Capture digital signal across business 2 Intelligence Connect and synthesize data Action Improve business outcomes Digital Feedback Loop Optimize operations Transform products Engage customers Empower employees
  • 17. Microsoft Power Platform Microsoft FlowPowerAppsPower BI 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 One connected platform that empowers everyone to innovate Power Platform
  • 18. Everyone Analysttoenduser ITtoenduser 2nd wave Self-service BI 1st wave Corporate BI 3rd wave End user BI The Evolution of BI
  • 20. Power BI Power BI: experience your data Any data, any way, anywhere
  • 21. • Data from Applications o SaaS services that you already use • Data from your organization o Content published by others in your org (Datasets and Dataflows) • Big data and more o Azure data services, e.g. SQL DW, ADLS. o On-premises data sources, e.g. Oracle & SSAS • Data from files o Import data from Text, CSV, Excel and Power BI Desktop files Access all your DATA SaaS solutions e.g. Marketo, Salesforce, GitHub, Google Analytics On-premises Data Data sources Organizational Corporate data sources or external data services Azure services Azure SQL, Stream Analytics… Power BI Desktop files Data from files, databases, Azure, and other sources Excel files
  • 22. Share & collaborate Visualize Explore Prepare • Consolidate data from a broad range of sources o Merge or append queries to combine data from multiple queries into a single query • Transform data to fit your needs using intuitive UI o Select data for inclusion o Cleanse data and remove errors • Define calculations to generate new fields for use in reports • Develop advanced analytics using a combination of measures and relationships o Uncover correlations, highlight exceptions and understand business outcomes Clean and mash-up your DATA
  • 23. Share & collaborate Visualize Explore Prepare • Explore data in a variety of ways and across multiple visualizations using drag and drop canvas • Dig deeper into your reports o Drill-down in your hierarchical data o Filter, sort, hover over and highlight data • Leverage Quick Insights to find insights in your data • Ask questions of your data in natural language with Q&A o Type questions in plain language o Q&A intelligently filters, sorts, aggregates, groups and displays data based on the question Explore your DATA
  • 24. • Visualize data in a variety of ways • Growing number of visualization types o Donuts, basic area, waterfall, filled maps, tree maps, funnel, gauges combo charts and more o Custom visuals available from Power BI Visuals Marketplace o Tools to develop, test, package new custom visuals • Visualizations on report page are connected – select value in one visualization to change other visualizations • Full screen pop out mode for report visuals to show additional details Share & collaborate Visualize Explore Prepare Visualize your DATA
  • 25. Share & collaborate Visualize Explore Prepare • Save Power BI Desktop report files and easily publish them to powerbi.com • Access dashboards using native mobile apps for Windows, iOS and Android • Share as appropriate with other Power BI users in your organization • Package your reports in apps for easy consumption and control • Easily embed interactive Power BI visualizations in blog posts, websites, through emails or social media With Power BI Publish to web Bring your story to life with DATA
  • 26. Power BI: experience your data Any data, any way, anywhere Power BI
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 33. February 2019 *Gartner “Magic Quadrant for Analytics and Business Intelligence Platforms,” by Cindi Howson, James Richardson, Rita Sallam, Austin Kronz, 11 February 2019 The above graphics were 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. 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. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.
  • 34. Agenda (times are approximate and will be fluid with the class) Morning • 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop overview • 10:15 AM – 11:00 PM – Power BI Desktop – Lab • 11:15 PM – 12:15 PM – Power BI Desktop – Demos • 12:15 PM – 1:00 PM – Break and Q&A with speaker Afternoon • 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued) • 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice • 03:30 PM – 04:30 PM – Power Platform end to end Demo
  • 35. Agenda (times are approximate and will be fluid with the class) Morning • 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop overview • 10:15 AM – 11:00 PM – Power BI Desktop – Lab • 11:15 PM – 12:15 PM – Power BI Desktop – Demos • 12:15 PM – 1:00 PM – Break and Q&A with speaker Afternoon • 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued) • 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice • 03:30 PM – 04:30 PM – Power Platform end to end Demo
  • 36. Power BI Desktop Labs - Hands-on learning
  • 37. Agenda (times are approximate and will be fluid with the class) Morning • 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop overview • 10:15 AM – 11:00 PM – Power BI Desktop – Lab • 11:15 PM – 12:15 PM – Power BI Desktop – Demos • 12:15 PM – 1:00 PM – Break and Q&A with speaker Afternoon • 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued) • 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice • 03:30 PM – 04:30 PM – Power Platform end to end Demo
  • 38. Agenda (times are approximate and will be fluid with the class) Morning • 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop overview • 10:15 AM – 11:00 PM – Power BI Desktop – Lab • 11:15 PM – 12:15 PM – Power BI Desktop – Demos • 12:15 PM – 1:00 PM – Break and Q&A with speaker Afternoon • 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued) • 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice • 03:30 PM – 04:30 PM – Power Platform end to end Demo
  • 39. Explore and share your data stories In the Data Stories Gallery
  • 41. Agenda (times are approximate and will be fluid with the class) Morning • 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop overview • 10:15 AM – 11:00 PM – Power BI Desktop – Lab • 11:15 PM – 12:15 PM – Power BI Desktop – Demos • 12:15 PM – 1:00 PM – Break and Q&A with speaker Afternoon • 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued) • 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice • 03:30 PM – 04:30 PM – Power Platform end to end Demo
  • 42. Agenda (times are approximate and will be fluid with the class) Morning • 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop overview • 10:15 AM – 11:00 PM – Power BI Desktop – Lab • 11:15 PM – 12:15 PM – Power BI Desktop – Demos • 12:15 PM – 1:00 PM – Break and Q&A with speaker Afternoon • 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued) • 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice • 03:30 PM – 04:30 PM – Power Platform end to end Demo
  • 43. Q & A..(AMA)Ask Me Anything ? ✓ Power BI ✓ Power Apps ✓ Power Automate ✓ Azure
  • 44. Agenda (times are approximate and will be fluid with the class) Morning • 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop overview • 10:15 AM – 11:00 PM – Power BI Desktop – Lab • 11:15 PM – 12:15 PM – Power BI Desktop – Demos • 12:15 PM – 1:00 PM – Break and Q&A with speaker Afternoon • 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued) • 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice • 03:30 PM – 04:30 PM – Power Platform end to end Demo
  • 45. Agenda (times are approximate and will be fluid with the class) Morning • 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop overview • 10:15 AM – 11:00 PM – Power BI Desktop – Lab • 11:15 PM – 12:15 PM – Power BI Desktop – Demos • 12:15 PM – 1:00 PM – Break and Q&A with speaker Afternoon • 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued) • 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice • 03:30 PM – 04:30 PM – Power Platform end to end Demo
  • 47. Agenda (times are approximate and will be fluid with the class) Morning • 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop overview • 10:15 AM – 11:00 PM – Power BI Desktop – Lab • 11:15 PM – 12:15 PM – Power BI Desktop – Demos • 12:15 PM – 1:00 PM – Break and Q&A with speaker Afternoon • 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued) • 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice • 03:30 PM – 04:30 PM – Power Platform end to end Demo
  • 48. Agenda (times are approximate and will be fluid with the class) Morning • 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop overview • 10:15 AM – 11:00 PM – Power BI Desktop – Lab • 11:15 PM – 12:15 PM – Power BI Desktop – Demos • 12:15 PM – 1:00 PM – Break and Q&A with speaker Afternoon • 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued) • 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice • 03:30 PM – 04:30 PM – Power Platform end to end Demo
  • 49. What is Power BI Report Server
  • 50. Power BI Report Server History SSRS
  • 51. Modern Lifecycle Policy – Future Release Year 1 Year 2 Security & Critical Updates Security Updates (Only) Security & Critical Updates Security Updates (Only) Security & Critical Updates Security Updates (Only) Release 1 Release 2 Release 3 Support EndsNew Release Frequent releases (planning ~3 per year) Security & critical updates until next release Security updates continue for remainder of 12 months
  • 52. Power BI Report Server Release
  • 54. How Organizations Use Power BI Report Server Create interactive reports in Power BI Desktop Create Publish Publish to Power BI Report Server Consume View and interact in Power BI Mobile or web browser
  • 55. How Organizations Consume PBRS HTML5 rs:Embed=true Mobile apps </> Windows Android iOS Web portal Embedded In your apps
  • 56. Power BI Report Server for Enterprise Lifecycle Frequent releases Security Integrate with ADFSScale up and out Scalability Migrate from SQL Server Reporting Services MigrationInstallation Lightweight download and installation
  • 57. Power BI Report Server topology
  • 58. Migrate from SSRS (Native mode) SSRS Power BI Report Server 1. Back up report server database 2. Install Power BI Report Server 3. Connect report server to database using Report Server Configuration Manager Copy/Move Report Server Database Report Server Database
  • 59. How to acquire Power BI Report Server
  • 60. PBI RS Installation Lightweight download and installation Requirements • Windows Server 2012+ • SQL Server Database Engine (2008+) • SQL Server Analysis Services (2012+) Zero impact on SQL Server
  • 62. Power BI Report Server - Demo • PBI RS – Site Setting ,Help overview • PBI Desktop OPTIMIZED to PBI RS ( Where to find?) • Tools to Publish Report to PBI RS • Power BI Optimized Desktop to PBI RS • Visual Studio SSDT SSRS publishing to PBI RS • Mobile Report publishing to PBI RS • Power BI Report Builder to PBI RS • Report Server DB – Metadata, Special Query • Branding - PBI Report Server • Report Server execution log – Publish • Full Screen ?rs:embed=true • Comment, Refresh Data and Scheduling • Open and Edit directly from tool and Publish • Access, Folder, and Many more things to do
  • 63. Best Practices for Power BI Report Server • Development – Version, Upgrade & Migration • Security - AD, SQL read account • Administration – Report for Report ☺ ! • Upgradation – Decide your strategy, 6 Month Good** • Scheduling - Shared Data Scheduling • Usage – Import VS Direct query • Metadata - Report Server DB
  • 64. This ugly report page needs a lot of work
  • 65. Agenda (times are approximate and will be fluid with the class) Morning • 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop overview • 10:15 AM – 11:00 PM – Power BI Desktop – Lab • 11:15 PM – 12:15 PM – Power BI Desktop – Demos • 12:15 PM – 1:00 PM – Break and Q&A with speaker Afternoon • 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued) • 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice • 03:30 PM – 04:30 PM – Power Platform end to end Demo
  • 66. Agenda (times are approximate and will be fluid with the class) Morning • 9:00 AM – 10:00 AM – Introduction to Power BI and Power BI Desktop overview • 10:15 AM – 11:00 PM – Power BI Desktop – Lab • 11:15 PM – 12:15 PM – Power BI Desktop – Demos • 12:15 PM – 1:00 PM – Break and Q&A with speaker Afternoon • 01:00 PM – 02:00 PM – Power BI Desktop, Services – Lab (Continued) • 02:15 PM – 03:15 PM – Power BI Report Server Overview & Best Practice • 03:30 PM – 04:30 PM – Power Platform end to end Demo
  • 67. Power BI Best Practices – General • Limit the number of visuals in dashboards and reports • To improve Power BI report performance, remove unnecessary interactions between visuals • Enable Row-Level Security (RLS) where applicable • Use Microsoft AppSource certified custom visuals where applicable • If you observe poor performance in Power BI, do not use hierarchical filters • Provide data categorization for Power BI reports (HBI, MBI, LBI) • Use the On-premises data gateway instead of Personal Gateway • Use different Power BI gateways for “Direct Query” and “Scheduled Refresh” • Test each custom visual on a report for performance to ensure fast report load time • Limit complicated measures and aggregations in data models • Use slicers sparingly • Ensure that the Power BI report and the data source are in the same region • Import only necessary fields and tables instead of entire datasets • Ensure the cache update frequency aligns with the data source refresh frequency
  • 68. Reference & Call to action • Download Power BI Report Server • Read the documentation • Subscribe to the Power BI Blog • Follow @MSPowerBI on Twitter • Join the Power BI Community • https://docs.microsoft.com • https://www.blue-granite.com/blog/ • https://maqsoftware.com/expertise/powerbi/power-bi-best-practices • Best design practices for reports and visuals – Microsoft Corporation, published June 22, 2018 • Tips for designing a great Power BI dashboard – Microsoft Corporation, published June 22, 2018 • Power BI Performance Best Practices – Microsoft Corporation, published May 18, 2018
  • 69. 850K Active Community Members JOIN OUR THRIVING COMMUNITY 103,431 Users 16,432 Ideas Submitted 3,162 Active IdeasUSER VOICE: Join our Global Community today! community.powerbi.com
  • 70. Independent Power BI User Groups World Wide222 ENGAGE WITH A USER GROUP User Groups Members in over 60 countries49,685 Join your local PUG today! pbiusergroup.com
  • 71. Find industry solutions in the Partner Showcase
  • 72. Maximize your BI investments with analytics Free Gartner Report Free eBook Free eBook Get Started Today with Free Azure SQL Data Warehouse Trial Free Infographic
  • 74. Power BI: experience your data Any data, any way, anywhere
  • 75.
  • 76. Data Culture #1 AI infused experiences with the familiarity of Office
  • 77. Data Culture #2 Meet the most demanding enterprise needs
  • 78. Productivity ActionTrust Data Stack Data Culture #3 BI woven into the fabric of the organization
  • 80. Data Exploration – New capability highlights Power BI
  • 81. Data Culture #2 Meet the most demanding enterprise needs
  • 82. Modern Enterprise BI Modern Enterprise BI #2 Meet the most demanding enterprise needs Enterprise Reports Enterprise Semantic Models Dataflows (ETL) Machine Learning Lineage & Impact Analysis Application Lifecycle Management Embedded Analytics Real Time Streams
  • 85. Enterprise BI– New capability highlights Power BI
  • 86. Productivity ActionTrust Data Stack Data Culture #3 BI woven into the fabric of the organization
  • 87. Weaving BI into the Organization – New capability highlights Power BI
  • 88. Q&A
  • 89. Microsoft Power Platform Power BI Business analytics Power Apps Application development Power Automate Process automation Power Virtual Agents Intelligent virtual agents The low-code platform that spans Office 365, Azure, Dynamics 365, and standalone applications Common Data Service Data connectors AI Builder
  • 90. Integrated low code platform Automate response to metrics Analyze data to find places to automate Act on data during analysis Analyze the data exhaust from apps Drive business process with an appAutomate your app
  • 91.
  • 93. Microsoft Power Automate A low-code approach to intelligent automation
  • 95. Microsoft Power Apps A low-code approach to building intelligent apps
  • 96. Power Apps – areas of investment
  • 97. Common Data Service: What’s in the box Jobs Calculated & Rollup fields Business Rules Data validation Duplicate Detection Plugins Workflows Catalog and discovery Modelling Reporting Common Data Model Relational databases Files and blobs Log files Semi-structured data Search and Find data Data lake Eventing Webhooks Data export
  • 98. Dynamics 365 Office 365 Standalone Apps Microsoft Power platform Azure Common Data Service for Apps and Data Connectors
  • 100. What
  • 101. PowerApps An application Platform as a Service (aPaaS) for citizen- developers to build high-productivity business apps
  • 102. Model-driven apps leverage your data model, relationships, and business processes to automatically generate immersive, responsive applications Canvas apps start with user experience, with pixel-perfect control to build highly customized task- and role-based apps that mash up data from 230+ sources Types of PowerApps apps
  • 103. Connect to data & systems you’re already using easily Create apps, forms, and workflows without writing code Use apps on any device – both web and mobile Canvas Apps help business-power-users to create and use custom business apps across platforms using Excel and PowerPoint skills
  • 104. Craft forms and screens in a visual designer that helps you see exactly what you’ll get Take advantage of device capabilities like cameras, GPS, and digital ink Extend the capabilities of connected data sources, or focus just on the bits you need Build business logic into your apps with an Excel-inspired expression language PowerApps Studio for canvas apps
  • 105. Built-in connectivity to 230+ cloud services, content services, databases, APIs, etc. Seamless hybrid connectivity to on-premises systems via the On-Premises Data Gateway Custom Connector support allows the registration of developer / IT systems as a building block for citizen developers Use multiple data sources in a single application for processes that span systems 230+ Built-in Connectors + Custom Connectors
  • 106. Get apps to your team when and where they’re needed, whether that’s on the web, iOS or Android—no app store required.
  • 107. Embed apps into the tools you’re already using Customize SharePoint forms Customers can quickly customize standard forms on any SharePoint list, auto-generate rich mobile apps, and automate workflow and approval processes – all directly from within SharePoint. Embed apps in Power BI, Teams Build PowerApps to extend Power BI, Teams, and more. We’ve also recently announced that 3rd party ISVs will be able to take advantage of the same capabilities to extend their software.
  • 108. Complex responsive apps on web and mobile PowerApps Model-driven apps provides a metadata- driven architecture for creating and customizing apps without writing code Easily add Business rules and Business process flows to model your business processes Rich component- focused no-code design environments
  • 109. High-level architecture SaaS apps enterprise services business systems mobile tablet browser
  • 110.
  • 111.
  • 112. Entities, fields & relationships Entity: “An item with properties that you track, like contact or account.” like a database table Field: “A property that is associated with the entity.” like a database column in a table Relationships: “Defines how entities can be related to each other.” like relationships in database – 1:1, 1:N & N:N
  • 113. Forms • Definition: “a page that displays fields of a single record for a single entity”
  • 114. Views • Definition: “a page that displays fields from multiple records for a single entity”
  • 115. Interactive Dashboards • Definition: “a page that allows interactive filtering of data from one or more entities”
  • 116. Microsoft Flow >> Power Automate Microsoft Flow is a service for business users to automate workflows across apps and services
  • 117. What makes up a flow?
  • 118. Four types of flows Scheduled flows Automated flows Business process flows Instant flows
  • 119. Scheduled flows • Run regular reports—send out your team a summary everything that’s happened in the past week • Data backups—copy data from one system to another on a fixed interval • Everything from simple schedules like every day, to advanced schedules like every 3rd Monday • Scheduled flows can also be run on-demand by any Owners of the flow—including from the Teams Flow bot
  • 120. Instant flows • Click a button inside of Flow mobile, SharePoint, Dynamics, PowerApps or Excel that passes context directly in to your flow • These can be shared with Run only users so that other people can Run them without seeing the details or editing them
  • 121. Automated flows • Starts with an event or trigger • For example, Emails being received, RSS feeds, new items being added to a database • Over 170 different triggers available • Like the previous 2 types of flows—support any number of actions in 200+ connectors
  • 122. Business process flows • Create stages or screens that enforce a certain sequence of steps • For each stage, collect data from the user and/or and kick off automated workflows • Create branching logic based on the data
  • 123. Data sources? • Excel on OneDrive • Excel on Dropbox • Excel on Google Drive • Office 365 • SharePoint Online lists • Google Sheets • Salesforce • Dynamics CRM SaaS data sources
  • 124. Expressions Actions and Conditions Azure API App, Azure Function Azure Service Bus
  • 125. ▪ Step 1 ▪ Create a MS Form Demo – Together
  • 126. ▪ Step 2 ▪ Create Streaming Data Set in Power BI Demo – Together
  • 127. ▪ Step 4 ▪ Power BI Desktop ▪ Publish data Demo – Together
  • 128. App in a Day
  • 129. Business scenario for hands-on lab
  • 130. Lab objectives Build a Power Apps Canvas App for employee facing device ordering experience Use Common Data Service to store the device orders in the cloud Build a Power Apps Model-driven App to complete the procurement process Use Power Automate to build an approval workflow for device approval Use Power BI to visualize device order data
  • 132. Pre-requisites Valid Power Apps license: • Common Data Service usage requires a Power Apps premium license • Visit https://powerapps.microsoft.com/pricing/ and click Start Trial or sign up for a free Community plan. • If you are unable to acquire a trial license: • Ask the instructor for a trial user account that you may use for this session OR • Create your own Office 365 trial tenant – http://aka.ms/Office365E5Trial https://make.powerapps.com https://aka.ms/PowerAppsiOS https://aka.ms/PowerAppsAndroid
  • 133. Provision environment and Common Data Service This lab requires a new Power Apps environment and CDS database that was provisioned for this class. • Go to the Power Apps Admin center – http://admin.powerapps.com • Select +New environment, fill out the form using a Trial Environment, and select Create Environment • Select the Create database option • Fill out the form, check the box to include sample apps and data and select Create my database • Your new environment will be added to the list of environments • IMPORTANT: The database has not yet been provisioned • Select the environment you just created • Wait for the “Provisioning database…” message to go away • You may need to refresh the screen every couple of minutes • Once the provisioning is complete, then proceed to create apps in the environment
  • 134. Module 1: Power Apps Canvas App
  • 135. Learning objectives  Sign-in and create a new Canvas App  Connect to data sources  Filter data  Work with multiple screens and navigation  Customize the user experience – galleries and controls
  • 136. Module 2: Common Data Service
  • 137. Learning objectives  Provision a Common Data Service instance  Get familiar with standard entities  Create a custom entity  Customize entity fields and option sets  Create calculated fields  Use the Canvas app form control to save data to CDS  Use the Office365 connector to get user’s manager info  Configure Canvas app settings  Save and share a Canvas app  Run a Canvas app on a mobile device
  • 138. Module 3: Power Apps Model-driven App
  • 139. Learning objectives  Create a standalone Model-driven app  Customize forms for the Model-driven app  Create a Business Process Flow
  • 141. Learning objectives  Trigger a flow when a new record is created in CDS  Send an approval request  Conditional branching based on the approval response  Send email notifications  Update the CDS record with the approval status and the approver’s comments  Use the approval center on web and mobile  Check the status of flow runs
  • 144. App From Example – (20 Min) Task 1
  • 145. All in One – 30 Min – 3.30 PM Task 3
  • 146. ▪ Step 3 ▪ Create Flow to add Row in Power BI Demo – Together
  • 147. Model Driven App (Rest all time) (Till 3.30) • 02-Common Data Service Lab Manual • 03-Power Apps Model-driven App Lab Manual • 04-Power Automate Lab • 05-Power BI Lab Manual Task 2