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Power BI - The self service BI
Lifecycle in the cloud
Oliver Engels & Tillmann Eitelberg
Say Thank you to Volunteers:
§  They spend their FREE time to give you this
event. (This group started working on 1st of
July of 2013)
§  Because they are crazy.
§  Because they want YOU
to learn from the BEST IN THE WORLD.
§  If you see a guy with “STAFF” on their back –
buy them a beer/wine, they deserve it.
Paulo Matos:
Vitor Pombeiro:
Murilo Miranda:
André Batista:
Quilson Antunes:
Paulo Borges:
3 Sponsor Sessions at 14:45
§  Don’t miss them, they might be getting
distributing some awesome prizes!
§  Rumos – SQL Server Certifications
§  BI4ALL - “Long term relationships” (J)
§  CrossJoin - Operational Business
Intelligence Solution.
Presenter Team
Tillmann Eitelberg
Mastermind Minion
SQL Server MVP
PASS Regional
Mentor
Germany
Oliver Engels
Marketing Minion
SQL Server MVP
PASS Regional
Mentor
Germany
Our Sponsors:
Event Organizers:
TUGA	
  Associação para a Promoção do Conhecimento
www.tuga.org.pt
Take away’s
§  Microsoft’s concept and strategy behind
Power BI
§  Understanding of the Power BI landscape
and the possibilities for Self-Service BI
§  Identify any risks and what’s missing
13
Agenda
§  Problem
§  Protagonists of BI
§  Self-Service BI Workflow
§  Self-Service BI Lifecycle
§  Résumé
14
Problem
Problem
create
clean
publish
analyze
transform
curate
govern
secure
Information
Worker
Enable any user to find
reliable, trusted
information needed
to do their job
IT Pro
Surface all
information as a
service to the
organization,
while maintaining
the right level of
control
Data Analyst
Democratize the broad
adoption of advanced
analytics to empower
businesses
discover
recommend
operationalize
Developer
Immediate access to
the data and services
they need to build new
services and applications
The protagonists of BI
12.04.14 |18 |
Information Worker Data Steward IT - Professional
!
Portocheese
Portuguese 0110110110!
Self-Service BI Workflow
12.04.14 |19 |
Discovery
Load
Transform
Mash Up
Analyze
Visualize
Publish
Reuse
12.04.14 |20 |
I need to load data
from our ERP,
combine it with
competitor
information and
visualize it!
Until tomorrow!
No chance!
I need a
requirement spec
first and then maybe
in 3-4 weeks you
can get a draft!
Power BI12.04.14 |21 |
BEE-DO!
I don’t need my IT-Pro
I have Power BI
DEMO
Discover > Load > Analyze > Visualize
What you saw
§  Discovery, Load, Transform, Mashup of data
made easy with Power Query
§  Analysis and Visualization: a quick win with
Power View
§  Publishing in seconds with Power BI Portal
on SharePoint 365 and Power BI App
12.04.14 |23 |
MS Self-Service BI Lifecycle
Personal Team Enterprise
Share Migrate
Power BI12.04.14 |25 |
In my Data Steward
Role I can share and
monitor queries and
analysis with the
Power BI Data
Management Portal
DEMO
Publish > Reuse
What you saw
§  Reuse queries with Share in Power Query
§  Manage data sources in the Data
Management Portal
12.04.14 |27 |
MS Self-Service BI Lifecycle
Share
Personal Team Enterprise
Migrate
Power BI
12.04.14 |29 |
I am lost!
MS Self-Service BI Lifecycle
§  The missing bit: No possibility to scale
Power Query! No migration to SSIS like with
Power Pivot and Tabular
§  The chain is broken
§  No possibility to use enterprise data and
SSIS in Power BI,
really?
12.04.14 |30 |
Power BI12.04.14 |31 |
Don’t cry my IT Pro. Ever
heard of the Power BI
Gateways and SISS Data
Streaming Destination?
DEMO
SSIS – Streaming Destination
& Power BI Gateway
Demo
12.04.14 |33 |
CountryMaster
Windows Azure
Datamarket
MDS
ERP
(SQL)
Merge
Data
Streaming
Destination
Gateway
Power Query
ODATA
Linked Server
What you saw
§  SSIS Package using Enterprise Level
Workflows to load data, use masterdata and
publish it by the SSIS data streaming
destination
§  Using Data Management Gateways to
connect to on prem Enterprise data
§  Reuse it via the Power BI Portal
12.04.14 |34 |
Résumé
§  Data Quality, Compliance, Profiling, Data
lineage and broader usability on prem should
be the next steps here
§  There is a gap in the landscape if you need
to go from Team to Enterprise, no migration
possible
§  An “M” to SSIS Scripter or an “M” source in
SSIS would close this. This is not easy!
§  But: Wait again!!!! We have something
for you
12.04.14 |35 |
World premiere in Lisbon!
!
DEMO
Power Query Data Source
SSIS Refresh Excel Task
§  Excel Workbooks with Power Query Sheets
can be refreshed and loaded into data flows
§  Refreshing Power Query workbooks
§  What is is NOT:
§  “M” interpreting component!
§  Downside:
§  Needs Excel installed
§  No crosscheck on data security !
Pretty cool,
dude!
SSIS Refresh Excel Task
§  Refresh single or all tables
§  Set timer for refreshing time
§  Create backup before refresh
§  Combining Self-Service and
SSIS
DEMO
SSIS Refresh Excel Task
Résumé II
§  Power BI will help to reduce the backlog of
development in BI
§  Power BI will enable Information Worker to
do much more and faster, which will result in
more time for analysis
§  Power BI introduces Data Steward
capabilities,
which will help to manage all these new
analysis and data source IWs will create.
There is still a lot missing, but a start
12.04.14 |41 |
Thank you!
12.04.14 |42 |
For having two German
Power BI Geeks here in
lovely Lisboa! Hope to
see you all soon again!
Maybe download the
SSIS component from
Codeplex and have fun!
Ressources
§  Power BI:
§  Power Query Free Download (without O365 integration):
http://www.microsoft.com/en-us/download/details.aspx?id=39379
§  With:
http://www.microsoft.com/en-us/download/details.aspx?id=39933
§  “M” Documentation:
http://office.microsoft.com/en-us/excel-help/learn-about-data-
explorer-formulas-HA104003958.aspx#_Toc354841487
§  Data Explorer / Power BI Blog:
http://blogs.msdn.com/b/dataexplorer/
http://blogs.msdn.com/b/powerbi/
§  Power Query Online Help:
http://office.microsoft.com/en-us/excel-help/start-page-
HA104003813.aspx
§  Data Publishing Desitination:
§  http://www.microsoft.com/en-us/download/confirmation.aspx?id=39931
43
Thank you!

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Power BI - The self service BI Lifecycle in the cloud

  • 1. Power BI - The self service BI Lifecycle in the cloud Oliver Engels & Tillmann Eitelberg
  • 2. Say Thank you to Volunteers: §  They spend their FREE time to give you this event. (This group started working on 1st of July of 2013) §  Because they are crazy. §  Because they want YOU to learn from the BEST IN THE WORLD. §  If you see a guy with “STAFF” on their back – buy them a beer/wine, they deserve it.
  • 9. 3 Sponsor Sessions at 14:45 §  Don’t miss them, they might be getting distributing some awesome prizes! §  Rumos – SQL Server Certifications §  BI4ALL - “Long term relationships” (J) §  CrossJoin - Operational Business Intelligence Solution.
  • 10. Presenter Team Tillmann Eitelberg Mastermind Minion SQL Server MVP PASS Regional Mentor Germany Oliver Engels Marketing Minion SQL Server MVP PASS Regional Mentor Germany
  • 12. Event Organizers: TUGA  Associação para a Promoção do Conhecimento www.tuga.org.pt
  • 13. Take away’s §  Microsoft’s concept and strategy behind Power BI §  Understanding of the Power BI landscape and the possibilities for Self-Service BI §  Identify any risks and what’s missing 13
  • 14. Agenda §  Problem §  Protagonists of BI §  Self-Service BI Workflow §  Self-Service BI Lifecycle §  Résumé 14
  • 17. create clean publish analyze transform curate govern secure Information Worker Enable any user to find reliable, trusted information needed to do their job IT Pro Surface all information as a service to the organization, while maintaining the right level of control Data Analyst Democratize the broad adoption of advanced analytics to empower businesses discover recommend operationalize Developer Immediate access to the data and services they need to build new services and applications
  • 18. The protagonists of BI 12.04.14 |18 | Information Worker Data Steward IT - Professional ! Portocheese Portuguese 0110110110!
  • 19. Self-Service BI Workflow 12.04.14 |19 | Discovery Load Transform Mash Up Analyze Visualize Publish Reuse
  • 20. 12.04.14 |20 | I need to load data from our ERP, combine it with competitor information and visualize it! Until tomorrow! No chance! I need a requirement spec first and then maybe in 3-4 weeks you can get a draft!
  • 21. Power BI12.04.14 |21 | BEE-DO! I don’t need my IT-Pro I have Power BI
  • 22. DEMO Discover > Load > Analyze > Visualize
  • 23. What you saw §  Discovery, Load, Transform, Mashup of data made easy with Power Query §  Analysis and Visualization: a quick win with Power View §  Publishing in seconds with Power BI Portal on SharePoint 365 and Power BI App 12.04.14 |23 |
  • 24. MS Self-Service BI Lifecycle Personal Team Enterprise Share Migrate
  • 25. Power BI12.04.14 |25 | In my Data Steward Role I can share and monitor queries and analysis with the Power BI Data Management Portal
  • 27. What you saw §  Reuse queries with Share in Power Query §  Manage data sources in the Data Management Portal 12.04.14 |27 |
  • 28. MS Self-Service BI Lifecycle Share Personal Team Enterprise Migrate
  • 29. Power BI 12.04.14 |29 | I am lost!
  • 30. MS Self-Service BI Lifecycle §  The missing bit: No possibility to scale Power Query! No migration to SSIS like with Power Pivot and Tabular §  The chain is broken §  No possibility to use enterprise data and SSIS in Power BI, really? 12.04.14 |30 |
  • 31. Power BI12.04.14 |31 | Don’t cry my IT Pro. Ever heard of the Power BI Gateways and SISS Data Streaming Destination?
  • 32. DEMO SSIS – Streaming Destination & Power BI Gateway
  • 33. Demo 12.04.14 |33 | CountryMaster Windows Azure Datamarket MDS ERP (SQL) Merge Data Streaming Destination Gateway Power Query ODATA Linked Server
  • 34. What you saw §  SSIS Package using Enterprise Level Workflows to load data, use masterdata and publish it by the SSIS data streaming destination §  Using Data Management Gateways to connect to on prem Enterprise data §  Reuse it via the Power BI Portal 12.04.14 |34 |
  • 35. Résumé §  Data Quality, Compliance, Profiling, Data lineage and broader usability on prem should be the next steps here §  There is a gap in the landscape if you need to go from Team to Enterprise, no migration possible §  An “M” to SSIS Scripter or an “M” source in SSIS would close this. This is not easy! §  But: Wait again!!!! We have something for you 12.04.14 |35 |
  • 36. World premiere in Lisbon! !
  • 38. SSIS Refresh Excel Task §  Excel Workbooks with Power Query Sheets can be refreshed and loaded into data flows §  Refreshing Power Query workbooks §  What is is NOT: §  “M” interpreting component! §  Downside: §  Needs Excel installed §  No crosscheck on data security !
  • 39. Pretty cool, dude! SSIS Refresh Excel Task §  Refresh single or all tables §  Set timer for refreshing time §  Create backup before refresh §  Combining Self-Service and SSIS
  • 41. Résumé II §  Power BI will help to reduce the backlog of development in BI §  Power BI will enable Information Worker to do much more and faster, which will result in more time for analysis §  Power BI introduces Data Steward capabilities, which will help to manage all these new analysis and data source IWs will create. There is still a lot missing, but a start 12.04.14 |41 |
  • 42. Thank you! 12.04.14 |42 | For having two German Power BI Geeks here in lovely Lisboa! Hope to see you all soon again! Maybe download the SSIS component from Codeplex and have fun!
  • 43. Ressources §  Power BI: §  Power Query Free Download (without O365 integration): http://www.microsoft.com/en-us/download/details.aspx?id=39379 §  With: http://www.microsoft.com/en-us/download/details.aspx?id=39933 §  “M” Documentation: http://office.microsoft.com/en-us/excel-help/learn-about-data- explorer-formulas-HA104003958.aspx#_Toc354841487 §  Data Explorer / Power BI Blog: http://blogs.msdn.com/b/dataexplorer/ http://blogs.msdn.com/b/powerbi/ §  Power Query Online Help: http://office.microsoft.com/en-us/excel-help/start-page- HA104003813.aspx §  Data Publishing Desitination: §  http://www.microsoft.com/en-us/download/confirmation.aspx?id=39931 43