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Power BI Made Simple
James Serra
Big Data Evangelist
Microsoft
JamesSerra3@gmail.com
About Me
 Business Intelligence Consultant, in IT for 30 years
 Microsoft, Big Data Evangelist
 Worked as desktop/web/d...
Agenda
 Power BI Defined
 Tool Purposes
 People who benefit
 Excel 2016
 Power Query
 Power Pivot
 Power View
 Pow...
The opportunity
is bigger than
you may think
$1.6Tdata dividend available
to businesses that embrace data
over the next fo...
146.03K145.84K145.96K146.06K 40.08K38.84K39.99K40.33K
Tools Defined
• Front-end (Excel) or Power BI Desktop
• Data shaping and cleanup, self-service ETL (Power Query)
• Data an...
Flow of creating a report
Power
Query
Power
Pivot
Power
View
Power
Map
Power BI
Desktop Power BI
Dashboard
Power BI Site
P...
• Power BI Dashboard: Web-
version
• Pin previously created reports
• Create dashboards and
reports from organizational
co...
• Report creator - Such as a data analyst, data or BI consultant, or a mainstream Excel user. Use Power BI’s self-service ...
• Front-end
• Center of the Universe, but not required if using Power BI Desktop
• On-prem only
• Power Map (now called 3D...
• Data shaping and cleanup
• Excel 2016 integrated
• 32-bit or 64-bit
• On-prem only
• Online search
• Public data sources...
• Share queries
• Appear in search results
• Specify who to share with
• Metadata gets stored in
cloud
• Data analysis
• Excel 2016 integrated
• 32-bit or 64-bit
• On-prem only
• Create calculations
• Aggregate sums
• Create ...
• Reporting
• Excel 2016
• 32-bit or 64-bit (activate)
• Recommend to use Power
BI Desktop instead
• SharePoint version
• ...
• Reporting
• Excel 2016 integrated
• On-prem only
• Create interactive tours
• 3D data visualization
• Uses Bing maps
• Power BI Desktop: Standalone
on-prem app in off-line state
(Excel not needed). Create
reports with integrated versions
o...
• Publishing and
sharing
• Cloud only
• SharePoint not
required
• Natural language query
Cloud only
• Power BI Site
• Goes against uploaded
Excel workbook that
contains Power Pivot model...
• Public preview
• Requires Windows 10
November update or
higher, and add a Power BI
account to Windows 10
within account ...
• Access reports on your
mobile device
• Power BI App for iOS,
Android, Windows 10
(explore Power BI
dashboards and report...
Connect live to your on-premises data
Live Query & Scheduled Data Refresh
• Power BI Groups to enable collaboration on a jointly owned set of datasets, reports and dashboards
• Open source Power B...
http://community.powerbi.com/t5/Data-Stories-Gallery/bd-p/DataStoriesGallery
• Have a new dataset and not
quite sure where to start? Need
to build a dashboard fast? Want
to quickly look for insights ...
• In beta
Get more from existing Reporting Services investments
Power BI
Reporting Services
Integrate Power BI reports into
your web or mobile applications
so you don't need to build
custom solutions to visualize
d...
Resources
• Power BI Desktop: http://bit.ly/1BI8aNd
• Using Power BI to access on-premise data: http://bit.ly/1BI8mMl
• Po...
Q & A ?
James Serra, Big Data Evangelist
Email me at: JamesSerra3@gmail.com
Follow me at: @JamesSerra
Link to me at: www.l...
Power BI Made Simple
Power BI Made Simple
Power BI Made Simple
Power BI Made Simple
Power BI Made Simple
Power BI Made Simple
Power BI Made Simple
Power BI Made Simple
Power BI Made Simple
Power BI Made Simple
Power BI Made Simple
Power BI Made Simple
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Power BI Made Simple

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A presentation that covers all the products under the Power BI umbrella. I give an overview of the products and how they all fit together.

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Power BI Made Simple

  1. 1. Power BI Made Simple James Serra Big Data Evangelist Microsoft JamesSerra3@gmail.com
  2. 2. About Me  Business Intelligence Consultant, in IT for 30 years  Microsoft, Big Data Evangelist  Worked as desktop/web/database developer, DBA, BI and DW architect and developer, MDM architect, PDW/APS developer  Been perm, contractor, consultant, business owner  Presenter at PASS Business Analytics Conference and PASS Summit  MCSE: Data Platform and Business Intelligence  MS: Architecting Microsoft Azure Solutions  Blog at JamesSerra.com  Former SQL Server MVP  Author of book “Reporting with Microsoft SQL Server 2012”
  3. 3. Agenda  Power BI Defined  Tool Purposes  People who benefit  Excel 2016  Power Query  Power Pivot  Power View  Power Map  Power BI Desktop  Power BI Dashboard  My Workspace  Power BI Q&A  Power BI for mobile  Access on-prem data  Just Released
  4. 4. The opportunity is bigger than you may think $1.6Tdata dividend available to businesses that embrace data over the next four years Faster speeds Deliver to More people Utilize New analytics Capture Diverse data How? Data source: Microsoft and IDC, April 2014 Data is the new currency!
  5. 5. 146.03K145.84K145.96K146.06K 40.08K38.84K39.99K40.33K
  6. 6. Tools Defined • Front-end (Excel) or Power BI Desktop • Data shaping and cleanup, self-service ETL (Power Query) • Data analysis (Power Pivot) • Visualization and data discovery (Power View, Power Map) • Dashboarding (Power BI Dashboard) • Publishing and sharing (Power BI sites) • Natural language query (Power BI Q&A) • Mobile (Power BI for Mobile) • Access on-premise data (DMG, Analysis Services Connector) • Updated weekly: http://blogs.msdn.com/b/powerbi/archive/tags/weekly+update/ Power Query Power Pivot Power View Power Map Power BI Desktop Power BI Dashboard Power BI website Power BI Q&A Power BI for mobile
  7. 7. Flow of creating a report Power Query Power Pivot Power View Power Map Power BI Desktop Power BI Dashboard Power BI Site Power BI Q&A Power BI for mobile
  8. 8. • Power BI Dashboard: Web- version • Pin previously created reports • Create dashboards and reports from organizational contact packs, online services, files, or SQL Database, SQL DW, SSAS, Spark on HDInsight • Q&A built-in • Can pin Excel ranges (charts, tables, Pivot tables, Pivot charts) to dashboard, SSRS reports (SQL Server 2016)
  9. 9. • Report creator - Such as a data analyst, data or BI consultant, or a mainstream Excel user. Use Power BI’s self-service BI features in Excel often. Will use online services to distribute interactive reports and share workbooks • Data steward – A data administrator or an IT professional. Provide specific and secure access to data resources. Enable the identification, selection, and secure distribution of on-premise and public data feeds • Report consumer - Anyone from an aspiring students to a CEO. You can collaborate, share securely, and interact with reports using Power BI for smarter, insightful, and more nimble decisions
  10. 10. • Front-end • Center of the Universe, but not required if using Power BI Desktop • On-prem only • Power Map (now called 3D Maps) and Power Query now integrated • For Power View use Power BI Desktop (but still supported in Excel) • New option, File > Options > Advanced > Enable Data Analysis add-ins: Power Pivot, Power View, and Power Map activates the COM Add-ins
  11. 11. • Data shaping and cleanup • Excel 2016 integrated • 32-bit or 64-bit • On-prem only • Online search • Public data sources • External data sources • Mash with local data • Filter, shape, clean data • Load to data model • Share queries
  12. 12. • Share queries • Appear in search results • Specify who to share with • Metadata gets stored in cloud
  13. 13. • Data analysis • Excel 2016 integrated • 32-bit or 64-bit • On-prem only • Create calculations • Aggregate sums • Create relationships • Hierarchies • KPIs • Hide columns • Does not have Excel’s million row limit • In-memory, so fast • Create data model
  14. 14. • Reporting • Excel 2016 • 32-bit or 64-bit (activate) • Recommend to use Power BI Desktop instead • SharePoint version • On-prem (Excel and SharePoint), SharePoint Online (read-only) and Power BI Dashboard (limited functionality) • Create report • Legend • Slicers • Map • Play axis, scatter chart • Interactive • Presentation-ready • Easy to use
  15. 15. • Reporting • Excel 2016 integrated • On-prem only • Create interactive tours • 3D data visualization • Uses Bing maps
  16. 16. • Power BI Desktop: Standalone on-prem app in off-line state (Excel not needed). Create reports with integrated versions of Power Query, Power View and Power Pivot data model, then upload to Power BI (on- prem SharePoint not supported). 64-bit download • Uploaded via Get Data ->Files - > .pbix (Power BI Desktop File) • Uploaded is Datasets and Power View reports (Q&A built-in) • Can import Excel workbooks that contain Power Query, Power Pivot, and Power View Note: Desktop reports can’t be refreshed after uploaded– must be refreshed manually in Desktop an uploaded again (may not be true in future) but datasets can be refreshed https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-latest-update/
  17. 17. • Publishing and sharing • Cloud only • SharePoint not required
  18. 18. • Natural language query Cloud only • Power BI Site • Goes against uploaded Excel workbook that contains Power Pivot model or reports in Power BI Dashboard • English queries • Can create synonyms
  19. 19. • Public preview • Requires Windows 10 November update or higher, and add a Power BI account to Windows 10 within account settings • Pick Power BI data source and enable “Enable Cortana to access this dataset” • User Power BI Q&A
  20. 20. • Access reports on your mobile device • Power BI App for iOS, Android, Windows 10 (explore Power BI dashboards and reports, data alerts, invite colleagues to view data, share insights over email)
  21. 21. Connect live to your on-premises data Live Query & Scheduled Data Refresh
  22. 22. • Power BI Groups to enable collaboration on a jointly owned set of datasets, reports and dashboards • Open source Power BI visualization stack to enable Developers to starting building custom visuals/graphs
  23. 23. http://community.powerbi.com/t5/Data-Stories-Gallery/bd-p/DataStoriesGallery
  24. 24. • Have a new dataset and not quite sure where to start? Need to build a dashboard fast? Want to quickly look for insights you may have missed? • Run Quick Insights to generate interesting interactive visualizations based on your data • Power BI uses various algorithms to search for trends in your dataset • In the left navigation pane, under Datasets select the ellipses (...) and choose Quick Insights, then in a view seconds choose View Insights • The visualizations display in a special Quick Insights canvas with up to 32 separate Insight Cards. Each card has a chart or graph plus a short description.
  25. 25. • In beta
  26. 26. Get more from existing Reporting Services investments Power BI Reporting Services
  27. 27. Integrate Power BI reports into your web or mobile applications so you don't need to build custom solutions to visualize data for your users
  28. 28. Resources • Power BI Desktop: http://bit.ly/1BI8aNd • Using Power BI to access on-premise data: http://bit.ly/1BI8mMl • Power BI for Office 365 video: http://bit.ly/1gGT02c • Power Query load settings: http://bit.ly/1gGTgOD • Power BI for Office 365 FAQ: http://bit.ly/1gGTllo • Power BI for Office 365 requirements: http://bit.ly/1gGTt4q • Power BI first impressions: http://bit.ly/1gGTyF3
  29. 29. Q & A ? James Serra, Big Data Evangelist Email me at: JamesSerra3@gmail.com Follow me at: @JamesSerra Link to me at: www.linkedin.com/in/JamesSerra Visit my blog at: JamesSerra.com (where this slide deck will be posted)

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