Choctaw Nation - Power bi dashboard, report server report in 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

Vishal Pawar
Principal BI Architect, Green House Data
Microsoft rMVP, MCT
Dashboard in a Day

Vishal Pawar
• Principal BI Architect
• Microsoft rMVP, Microsoft Certified Trainer
• Founder of Global Power BI User Group
• Blogger, Speaker and #PowerAddict

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

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

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.

January 2019
*Gartner Magic Quadrant for Data Management Solutions for Analytics, Adam Ronthal, Roxane Edjlali, Rick Greenwald, 21 January 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.

Power BI Desktop
Labs - Hands-on learning

Explore and share your data stories
In the Data Stories Gallery

Q & A..(AMA)Ask Me Anything ?
✓ Power BI
✓ Power Apps
✓ Power Automate
✓ Azure

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 &
Critical
Updates
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

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

Dynamics 365
Office 365
Standalone Apps
Microsoft
Power platform Azure
Common Data Service for Apps and
Data Connectors

MaintenanceDataPriceResourcesTime
Why PowerApps and Power Automate

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

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 3
▪ Create Flow to add Row in
Power BI
Demo – Together

▪ Step 4
▪ Power BI Desktop
▪ Publish data
Demo – Together

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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