The document discusses Microsoft's Power BI tools for self-service business intelligence (BI) and analytics. It describes the key components of Power BI, including Excel-based tools for self-service BI (Power Query, Power Pivot, Power View, Power Map) and Power BI capabilities available with Office 365, such as Power BI sites for collaboration and data management features. The document provides an overview of the Power BI tools and capabilities as well as examples of how they can be used to connect to data, build reports and dashboards, and share and consume BI content.

1. Power BI for Office 365:
Using SharePoint to Deliver Self-Service BI
Presented by: Andy Tegethoff
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2. About Perficient
Perficient is a leading information technology consulting firm serving clients throughout
North America.
We help clients implement business-driven technology solutions that integrate business
processes, improve worker productivity, increase customer loyalty and create a more agile
enterprise to better respond to new business opportunities.
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3. Perficient Profile
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Founded in 1997
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Public, NASDAQ: PRFT
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2013 revenue ~$375 million
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Major market locations throughout North America
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Atlanta, Boston, Charlotte, Chicago, Cincinnati, Cleveland,
Columbus, Dallas, Denver, Detroit, Fairfax, Houston,
Indianapolis, Los Angeles, Minneapolis, New Orleans, New
York City, Northern California, Philadelphia, Southern
California, St. Louis, Toronto and Washington, D.C.
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Global delivery centers in China, Europe and India
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>2,000 colleagues
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Dedicated solution practices
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~90% repeat business rate
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Alliance partnerships with major technology vendors
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Multiple vendor/industry technology and growth awards
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4. Our Solutions Expertise
Business Solutions
Technology Solutions
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Business Intelligence
Business Process Management
Customer Experience and CRM
Enterprise Performance Management
Enterprise Resource Planning
Experience Design (XD)
Management Consulting
Business Integration/SOA
Cloud Services
Commerce
Content Management
Custom Application Development
Education
Information Management
Mobile Platforms
Platform Integration
Portal & Social

5. Our Microsoft Practice

6. Our Speaker
Andy Tegethoff
Andy is a Microsoft BI architect at Perficient and a senior-level
consultant with more than 14 years of experience exploring,
planning and building cost-effective software and process-oriented
solutions for challenging business problems. A Microsoft Certified
IT Professional (MCITP) for SQL Server BI, his solutions integrate
elements such as data warehousing, dashboards, and broadbased reporting in order to deliver vital, actionable information at
every level of the enterprise.

7. BI Expertise
A nationwide Microsoft BI practice offering both
• Strategic Engagements
• Strategy assessments
• Program mentoring
• Tactical Engagements
• End-to-end implementations
• Current state evaluations
• Proof of concept projects

8. Agenda
• Introduction
• Excel 2013 and Self-Service BI
• Power BI on Office 365
• Q&A

9. Introduction
What is
Power BI?
Power BI is:
A collection of Excel-based
tools and Office 365 SharePoint Online features and services that
enables self-service BI and provides a data collaboration portal
featuring mobile access to analytics

10. Introduction
Who will use
Power BI?
Any Excel user!
But specifically:
Report
Creators
Data
Stewards
Report
Consumers
(Data Analysts,
Consultants)
(DBAs, IT
Managers/Admins)
(Executives, Managers)
Anyone tasked with gleaning usable information from their data
will find at least some component of Power BI useful.

11. Introduction
What are the
components of
Power BI?
There are two major elements:
Self-Service BI
with Excel
Power BI with
Office 365
Power Query
Power Pivot
Power View
Power Map
Power BI Sites
Data Management
Power BI for Mobile

12. Excel Self-Service BI
Excel Self-Service BI includes:
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Power Query
Power Pivot
Power View
Power Map

13. Excel Self-Service BI
Power Query
Find and connect data
across a wide variety of
sources – both internal
and external to your
organization
Connect to and consume
Big Data in Excel
• Hadoop (HDFS)
• Azure HDInsight, PDW
Merge/shape data for
further analysis:
• Create custom views
• Perform data
cleansing operations
• “M” – Excel-like
formula language
Manage your queries
(within Power BI), and
share them within your
organization, plus search
for data in-house and/or
in the public domain

14. Excel Self-Service BI
Power Pivot
Host a significant
analytical database
inside Excel in-memory
using the xVelocity
analytics engine, with no
Admin or Configuration –
and share it via
SharePoint
Access data from
standard a variety of
platforms, and consume
OData to use shared
Power Query queries as
data sources
Built in DAX expression
language has Excel-like
syntax, supporting data
manipulation and
business logic thru
formulas that can
reference any related
table or column
Work with millions of
rows, plus keep larger file
sizes in Power BI
(250MB model size limit,
10MB file size limit)

15. Excel Self-Service BI
Power View
Create charts and other
visualizations with
filtering, highlighting,
slicing and sorting
• Multiple views
• Solid performance
Interact with data from
various sources –
including Excel itself, a
Power Pivot model, or
SQL Server Analysis
Services (Tabular model
or OLAP Cube)
Power View for
SharePoint creates
RDLX files (related to
Reporting Services);
Power View for Excel
creates sheets that are
part of the Excel
workbook
Power BI sites render
Power View in HTML 5
for cross-browser
compatibility

16. Excel Self-Service BI
Power Map
3D visualization tool for
mapping, exploring and
interacting with
geospatial and time data
Plot data on Bing maps
and visualize with 3D
columns, bubble/pie
charts, heat maps, and
regions
Discover new insights by
seeing your data in
geographic space and
seeing time-stamped
data change over time
Capture screenshot
"scenes" and build
cinematic, guided
interactive or video
"tours"

17. Walkthrough - Excel Self-Service BI
Surgical Analytics
Excel Self-Service Walkthrough
• Select and combine data
• Create a local data mart
• Build reports

18. Walkthrough - Excel Self-Service BI
Select and combine data
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In our example, we have SQL Server Analysis Services, so we would want to import directly
into Power Pivot, as it can natively connect and consume Analysis Services data

19. Walkthrough - Excel Self-Service BI
Select and combine data
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If instead we wanted to bring in weather data, stock market information, Facebook profiles,
or consume a previously created Shared Query, we could use Power Query.

20. Walkthrough - Excel Self-Service BI
Create a local data mart with Power Pivot
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Once we access and import our data, we can organize tables and relationships and create
hierarchies and formulas. In our example, we simply accept the structure of the source.
Power Pivot’s In-memory xVelocity engine holds millions of rows, but compression keeps
file sizes relatively small.

21. Walkthrough - Excel Self-Service BI
Create compelling reporting with Power View
• A drag-and-drop development surface that natively understands Power Pivot
enables easy creation of interactive views with animations, data highlighting and
filtering.

22. Walkthrough - Excel Self-Service BI
Completed Power View report with two views, ready for sharing

23. Power BI with Office 365
Power BI with Office 365 includes:
• Power BI Sites
• Data Management
• Power BI for Mobile

24. Power BI with Office 365
Power BI Sites
Analogous to a
PowerPivot Gallery in onpremise SharePoint, but
BETTER! (Allow larger
files, more advanced
browsing)
Power BI Sites is an App
in SharePoint Online, is
available by registration,
and can be applied to
existing SharePoint
Online sites
Workbooks uploaded
must use Data Models to
take advantage of Power
BI features (making
Power Pivot ideal)
Features include:
• Q & A (Natural
Language query)
• Favorite reports
• “My Power BI” page,
with usage analytics
and query
management

25. Power BI with Office 365
Data Management
Power BI Admin Center
allows IT management of
“gateways” to onpremises data sources,
and is accessible from
O365 Admin or any
Power BI site
Data Management
Gateway client app runs
on machines onpremises, registered to
cloud service
Two scenarios
supported:
• Enable OData Feed
• Enable Cloud Access
Allow users to share
Queries created in Power
Query, or to refresh
online workbooks with
on-premises data

26. Power BI with Office 365
Power BI for Mobile
Available in the Windows
Store (currently only for
Windows 8, 8.1 devices)
Touch-enhanced
interface great for
tablets. Interact with
Power View by tapping
and sliding instead of
clicking and dragging
Connects to Power BI
site, allows browsing for
Power BI content
Android and iOS users
can interact on the go via
their browsers, since
Power BI Sites will
render contents using
standard HTML 5

27. Walkthrough - Power BI with Office 365
Surgical Analytics
Power BI Walkthrough
• Upload and enable workbook for
sharing
• Browse workbooks from mobile

28. Walkthrough - Power BI with Office 365
Upload your workbook to your SharePoint Online team site
• New Document link or Drag and Drop

29. Walkthrough - Power BI with Office 365
After uploading, enable your workbook in your Power BI Site
• Right-click the workbook and select “Enable”

30. Walkthrough - Power BI with Office 365
Once enabled, your workbook can be opened and used from Power BI
• A thumbnail will be generated based on the first page

31. Walkthrough - Power BI with Office 365
Invite specific users to share your new workbook…

32. Walkthrough - Power BI with Office 365
… and they can access it via the Power BI Mobile app by browsing to the
Power BI site and selecting the workbook

33. IT Management
Data Management Experience
• My Power BI
• Power BI Admin Center

34. IT Management of Power BI
Data Management
• The Data Management Experience extends to each user
– The “My Power BI" portal provides access to:
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Usage analytics for the queries you've used
Your shared queries from Power Query
Your data sources

35. IT Management of Power BI
Data Management
• IT can manage access to on-premises data via Power BI Admin
Center
– Data Management Gateway can be used to connect on-premises data sources
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Workbooks created using Corp IT managed resources (i.e. Data Warehouses, Analysis Services
Tabular Models or Cubes) can be refreshed
Queries developed in Power Query can be shared, and are searchable in Excel

36. Summary
Summary
Microsoft’s Power BI is a compelling collection of BI tools and features for both
desktop and cloud Office users.
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Self-Service BI is possible within the familiar environment of Excel thanks to a suite of
powerful add-in tools.
Power BI Sites for SharePoint Online offers enhanced collaboration features, natural
language query with Q&A, and support for mobile use via the Power BI App.
Desktop Excel 2013 users can already take advantage of the Power BI add-in
tools, which are either already installed or available for free online. Plus,
desktop and Office 365 users can both leverage Power BI Sites with SharePoint
Online at an extremely reasonable price point.
Helpful Links
Getting Started with Power BI - http://bit.ly/1dL4rC2
Power BI Pricing - http://bit.ly/1iGROzZ
SharePoint Online home page - http://bit.ly/1hIX7Lv
Office 365 for Business - http://bit.ly/IFgsl5

37. Questions?

38. Connect with Perficient
Preparing for BI in the
Cloud with Windows
Azure
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