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Power BI For SharePointAdminsSLC
- 2. Thank You SPSUtah 2019 Sponsors! PLATINUM • Lucidworks • ZAACT GOLD • JourneyTEAM • Sovereign SP SILVER • SkySync ShareSki & SharePint
- 4. 4 Purpose Introduce core capabilities of Power BI for SharePoint Administrators Topics • Reporting options in SPO • Intro to Power BI • Connecting to Data • Dashboard Design • Publishing and Consumption
- 5. Reporting Options • SharePoint Lists and Views • Excel Online • Power BI (Recommended) ** SSRS is not supported in O365 **
- 6. 6 Not Dynamic SSRS reports by their nature are meant to be static tabular data sets Manual manipulation Users want data “sliced” in several different ways Poor visibility Hard to understand trends or what if statements without multiple SSRS reports IT coding required It’s all in the syntax. SSRS wasn’t the easiest tool to use Complex reporting Linking multiple data sets or relationships requires SQL knowledge Limited mobile access Mobile what??
- 9. Data analysis is like a rollercoaster!
- 10. What do I need • PowerBI Desktop Client • Office 365 E5 License -Or- • PowerBI Pro License • Power BI Premium
- 11. PowerBI Desktop • Connect to data • Define Queries/models • Design sexy dashboards • Publish for consumption
- 12. Connect to Data • Hundreds of data sources to choose from • SQL (Azure and On Prem) • SharePoint • Files • OData feed • REST Endpoints • 3rd Party Providers
- 13. Authenticate • Standard authentication methods apply • For O365 typically use your Microsoft Account
- 14. • Select the object you want to work with • Preview it before importing it • You can “edit” the source in PowerBI to add columns, format data, add functions etc. Select an object
- 15. Dashboard Design
- 16. Visualizations • Choose from 20+ visuals • Bind data to visuals • “Value” is the primary element measured • Contextual based on the visualization you’re working with • Also custom visuals from community • https://powerbi.microsoft.com/en- us/custom-visuals/
- 17. Format Visuals • Modify look and feel • Adjust font size, color, position, etc. • Custom colors for visuals • Show data labels on values • … and more • This will be important for dashboard design
- 18. Slicer • Interactively filter data • Filter data based on selection • Can apply to multiple visualizations on page • Scoped to the current page • Ex. Selection Date Range
- 20. Risk Summary
- 21. It’s all REST based • Each data source has a parameter for the REST query you want to execute • Querystring based parameters against the search API • Query parameter is the KQL • SelectProperties – managed properties that become “table” fields https://<SiteCollection>/Projects/_api/search/query?querytext ='contenttype:ProjectStatus'&selectproperties='Path,Filename, Title,Author,ProjectTitleOWSTEXT,ProjectStatusOWSCHCS,Proje ctPriorityOWSCHCS,DeadlineOWSDATE,AssigneeOWSUSER,Curr entUpdateOWSMTXT,PercentCompleteOWSNMBR,ProjectStart DateOWSDATE,Created,LastModifiedTime,ProjectEndDateOWS DATE,WebTemplate,ProjectRequestor123OWSUSER,ProjectDesc riptionOWSMTXT'&rowlimit=500
- 22. Transforming the JSON Response • All REST responses are in the JSON format. • Within Power BI we can “tablefy” the results (get it into rows and columns) • The resulting table can be used in our dashboards and reports
- 23. Transforming the JSON Response • Result is rows and columns • Use this in you’re PowerBI dashboards and reports • Power BI takes care of all the “plumbing”. All you need to do is get the REST query right
- 24. Work with the results • Focus on using the *SearchResult “table” for your dashboards and reports • Normal PowerBI functionality applies • Simply refresh the data sources for current results from the search index.
- 25. Publish to Power BI Service Destinations • Office 365 Group / App Workspace • My Workspace (usually dev / test only) SPS Power BI Contoso Sales Staff Resourcing Project Reporting
- 26. Power BI Licensing Power BI Standard Free for individual use Power BI Pro Required to share reports / dashboards Power BI Premium Useful when lots of consumers and fewer authors
- 27. SharePoint Online Integration • Add Power BI web part to page • Configure web part to use report • iFrame solution just released Requirements • User licensing = E5 / Power BI Pro / Premium • Permissions to the page and report
- 28. In Review: Session Objectives and Takeaways Session Objectives: • Brief Intro to Power BI • Dashboard design principles • Real world example of Power BI reports
- 29. References • Power BI Desktop • Display Templates in GitHub • KQL Cheat Sheet • PowerBI template for any REST query
- 30. Questions
Hinweis der Redaktion
- Thank you for taking the time today to learn about Microsoft Power BI. Microsoft Power BI has been redesigned to enable HR organizations to translate data into information that helps drive insight at the point of impact. The presentation will introduce you to the core capabilities of Power BI, highlighting several common data challenges and how the tool can help you address those challenges and better manage your data. Let’s get started.
- webpage office.microsoft.com and then you'll sign in. I can hit the Sign In button up here in the top right. Then tile labeled Teams or go to the app chooser up in the top left corner, you can see Teams is listed there as well. If you want to skip the Office 365 website, you could go straight to teams.microsoft.com. Desktop application
- Of course, when it comes to managing data for BI analysis and reporting, there are several common challenges that HR teams must overcome. It starts with the difficulty posed by information and data being silo’d across any number of spreadsheets and tools that do not talk to each other, such as data from Human Capital Management (or HCM) systems, Recruiting platforms, 3rd-party SaaS applications, etc. This reality creates a need for analysts to conduct significant amounts of manual data manipulation because they have to first hunt for data and then create a series of mash-ups to pull the data together into a single, coherent report. There is also a common challenge related to the lag time between real-time data ingress and the availability of complete, intuitive reports. This delay hinders the ability for HR teams to share important insights with leadership or executives with enough time for them to take strategic action or make key business decisions. HR teams often struggle to gain a seat at the table with executives, and slow or complex reporting only hinders the ability of HR teams to establish credibility. Next, there’s a challenge associated with the dependence of data analysts on IT for the development of custom dashboards and reports, or to develop queries and to secure all the data. This can take considerable time and decreases the ability of business to change rapidly and get the maximum amount of value from their HR data. A related challenge around complexity of reporting often comes into play even if IT is called into help. Because HR reports can involve many sources and data types, reports often end up being complex to interpret or manipulate, especially for users that may not have a background in data analytics or reporting. Finally, a growing challenge arising from the proliferation of mobile devices is the limited accessibility of data and reports from mobile devices . Many BI and reporting tools are geared toward the desktop, and reports and dashboards are often unavailable for mobile users. Yet even with all of these challenges, the fact remains that data and reporting are essential to any HR department’s success. Power BI is a Business Intelligence tool that can help your team transform their reporting strategy, and their business. Whether or not your team is comfortable with data or has any technical background, they can leverage Power BI to easily develop interactive reports that are both intuitive and visually stunning.
- The chat section works like a text message or instant messaging app. You can send messages here for a little more privacy. And of course previous chats will appear here over in this list on this column
- The chat section works like a text message or instant messaging app. You can send messages here for a little more privacy. And of course previous chats will appear here over in this list on this column
- PowerBI bulk license management using AAD Premium https://www.kasperonbi.com/bulk-assign-power-bi-licenses-using-azure-ad/
- PowerBI bulk license management using AAD Premium https://www.kasperonbi.com/bulk-assign-power-bi-licenses-using-azure-ad/