2. Agenda
• Introduction to Power BI
• Comparison with Power BI for Office 365
• Architecture Diagram of Power BI
• Power BI Designer
• Features of Power BI
• Demo
• FAQ
3. Introduction to Power BI
• Collection of services and features that enables you to find, analyze
and visualize data
• Three primary elements
- Dashboards
- Reports
- Datasets
• Directly connect to all the important data using datasets, create
reports and share dashboards
• Pin important information to dashboard in the form of tiles
• Stay updated by scheduling data refresh
4. Comparison with Power BI for Office 365
Power BI for Office 365 Power BI
Development Platform Excel 2010/2013 Excel 2010/2013, Power BI
Designer
Visualizations Bar chart, column chart, pie
chart, line chart, geographical
maps
Includes new visualizations like
tree map, radial gauges, funnel
charts, combo charts
Report Hosting Office 365 PowerBI.com service
Technology Rendered Silverlight HTML 5
Refresh Capability Weekly / Daily Weekly / Daily / Hourly*
*Note: Power BI is still in Preview mode & some of the features are yet to be released
5. Architecture Diagram of Power BI
Different Data Sources
Report Creation in Excel
/ Power BI Designer Upload report to
www.powerbi.com
Data Cleaning
Data Transformation
Data Modelling
6. Power BI Designer
• Dedicated report authoring tool
• Can connect to different sources like SQL, SaaS applications, Azure,
flat files and many more
• Import data, transform data, create powerful reports and
visualizations
• Ability to create data relationships and DAX measures
• Easily publish to PowerBI.com service*
*Note: PowerBI.com service does not support data refresh for designer files
7. Features of Power BI
• Dashboard combines multiple data visualizations in a single interface
• Q & A using Natural Language Processing
• Share reports and dashboards within organization
• Refresh reports and dashboards to get latest updated data every
hour/day/week
• Mobile app for iPad, iPhone and windows tablet
8. Demo
• Demonstration of CRM Sales Module for Opportunity and Lead
• Following are the metrics for Lead
- Leads by Rating
- Leads by Source
- Count of Leads in different stages
• Following are the metrics for Opportunity
- Estimated Revenue for Opportunity (Top Opportunities)
- Actual Revenue by Month
9. FAQ
• Can I share dashboard outside of our domain?
No. We can only share with people in our own organization. Also the people that you share it with must have
Power BI account
• Is the new Power BI service free?
Power BI is available in two different options:
Power BI Free and Power BI Pro available at $9.99 user / month
Also Power BI Designer is available for free download
• How can I customize charts in Power BI Designer?
Colours are assigned automatically. We do not have the option to customize colours as in power view but this
might change over a course of time as Power BI Designer is still in preview mode
• Useful Links
Power BI Blog : http://blogs.msdn.com/b/powerbi/
Download Power BI Designer: https://powerbi.microsoft.com/downloads
Power BI Pricing: https://powerbi.microsoft.com/pricing
Licensing Updates: https://www.microsoft.com/en-us/powerBI/licensing.aspx