This document provides an overview of Power BI including its key capabilities and components. Power BI is a business analytics service that allows users to discover, visualize, and share insights from data. It includes the Power BI service, Power BI Desktop, and mobile apps. The document discusses Power BI's visualizations, content packs, data refresh options using gateways, row-level security, embedding reports into applications, and includes a planned demo.

1. Power BI
Udaiappa Ramachandran ( Udai )
//linkedin.com/in/udair

2. Who am I?
• Udaiappa Ramachandran ( Udai )
• CTO, Akumina, Inc.,
• Consultant
• Azure Insider
• New Hampshire Cloud User Group (http://www.meetup.com/nashuaug )
• Focus on Cloud Computing
• Microsoft Azure and Amazon Web Services
• http://cloudycode.wordpress.com
• @nhcloud

3. Agenda
• Power BI Overview
• Visuals
• Content Packs
• Data Refresh and Gateways
• Row Level Security
• Power BI Embedded
• Demo
• References
• Q & A

4. Power BI Overview
• Basic concepts
• Discover, analyze, visualize, share, question and mobility
• Power BI Service
• Is the online software service includes dashboards, content packs, visualization, security,
gateway and data refresh configurations.
• Power BI Desktop
• provides advanced query, modeling, and report creation features that enables you to build data
models, create reports, and share your work by publishing to the Power BI service
• Power BI Mobile
• Stay connected to your data from anywhere, anytime with the Power BI mobile apps
• Power BI Developer
• Build Apps that can integrate Power BI dashboard in real-time

5. Power BI Overview
• Data Sets
• Model
• Columns
• Measure
• DAX (Data Analysis Expression)
• Reports
• Dashboards

6. Visualization
• Default Visuals
• Visualization using Q & A
• Custom Visuals

7. Data Refresh
• Automatic refresh
• User configured manual or scheduled refresh
• Live/DirectQuery
• Types of refresh
• Package refresh
• Model/Data refresh (done thru scheduled refresh or refresh now)
• Tile refresh
• Visual container refresh
• Things to know
• On-Premises data source needs gateway to refresh
• To refresh Amazon RDS you need to setup a VM in the middle (for database to use ETL) then
configure the gateway to use the same machine and local database.

8. Gateway
• Bridge between on-Premises data and Power BI, Microsoft Flow, Logic Apps,
PowerApps
• Should be installed on always on computers not on domain or laptops
• On-premises Gateway
• Personal
• Enterprise
• Migrate, restore or take over an existing gateway

9. Gateway

10. Content Packs
• Import online content pack
• Create and Share Content Pack within organization
• Republish, Restrict, Scheduled refresh and delete content pack
• Content Pack Certification (for public access)

11. Row Level Security
• Pro feature
• Define roles and rules within Power BI Desktop
• Validate the role within Power BI Desktop
• Enable security within Power BI Service
• Integrate Office 365, users and groups
• Username() DAX function
• Limitations
• If you previously had roles/rules defined within the Power BI service, you will need to recreate them
within Power BI Desktop.
• You can define RLS only on the datasets created using Power BI Desktop client. If you want to enable
RLS for datasets created with Excel, you will need to convert your files into PBIX files first.
• Only ETL, and DirectQuery connections are supported. Live connections to Analysis Services are
handled in the on-premises model.
• Q&A and Cortana is not supported with RLS at this time. You will not see the Q&A input box for
dashboards if all models have RLS configured. This is on the roadmap, but a timeline is not available.
• External sharing is not currently supported with datasets that use RLS.

12. Power BI Embedded
• Keys and App Tokens for authentication and authorization
• Build Apps to integrate Power BI reports, dashboards
• Programmatically set the security access (RLS)
• Embed a Power BI report with an IFrame

13. Demo
• Signup, Installation, Portal walk thru
• Creating Data Sets, Reports, Dashboard, DAX, publishing
• Setting up Gateways and refresh schedule
• RLS
• Managing/Rendering reports using Client Side APIs from ASP.NET MVC

14. Reference
• https://powerbi.microsoft.com/en-us/documentation/powerbi-landing-page/
• https://app.powerbi.com/visuals/
• https://azure.microsoft.com/en-us/documentation/articles/power-bi-embedded-
get-started/
• https://msdn.microsoft.com/library/mt712306.aspx

15. Q & A

16. Thank you for attending New
Hampshire - Nashua Cloud
.NET User Group