Angel Abundez of DesignMind explains how to build and automate data sets and data models in Excel using the Power BI toolset. You'll see how to pull data from a variety of on-premise and cloud data sources to familiarize yourself with the latest capabilities of Power Query and Power Pivot. Then you'll learn about the software required to automate your Power BI analysis whether you are trying to refresh your Excel workbooks on a file server, in SharePoint Online, or SharePoint. on-premise.

1. ©2015 DesignMind. All Rights Reserved.
April 2015 San Francisco, CA
AngelAbundez
VPBusinessIntelligence,DesignMind

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What we’ll cover
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http://www.sqlpass.org/summit/2014/Sessions/Details.aspx?sid=6465

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Excel 2013 Power BI (v1)
• Data formatter (ETL)
• Import from Web, Flat Files,
Database, or SaaS
• Extensible with M query
language
Power
Query
• Import, Model and Analyze
data with high performance
• Create new Fields and
Metrics w/ Excel-like
formulas (DAX)
• Join Excel data with SQL
Power
Pivot
• Interactive Data
Visualization
• Scatter Plots
• Maps
• Free form dashboard design
Power
View
• 3D rendered Map imaging
• Record time-lapse videos of
how data changes in
geographies
Power Map

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Power BI Designer (v2)
(Power Query/Power Pivot) (Power View)

5. Data Analyst Production
Cycle
Design Validate Update

6. Design Validate Update
We’ll focus on this end of the Cycle in this session
Data Analyst Production
Cycle

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Power BI Creation Complete
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©2014 DesignMind. All Rights Reserved.

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Typical End User Requests
post-report dev
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10. Patrickdeveloped areport that showsweekover
week Margins and wants to share that with the rest
of his group

11. What do we use?
Office 365
• Data
Management
Gateway
• PowerPivot
• PowerQuery
Power BI
Preview
• SSAS
Connector
• OneDrive
Something
else?
• ?

12. Data Management
Gateway
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13. Refreshing Data in
Power BI v1
1. Setup Data Management Gateway and Data
Source(s) in Power BI Admin Center
2. Use published OData Feeds in Power Query

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Reference: http://www.sqlchick.com/entries/2014/4/29/data-source-connectivity-
for-scheduled-data-refresh-in-power-bi
Data Management
Gateway in Office 365

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Refresh Data in Power BI v2
(in Preview)
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Power BI SSASConnector
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Reference: http://sqlmag.com/sql-server/how-configure-power-bi-preview-premise-analysis-services-data-sources

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One Drive
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Reference: http://support.powerbi.com/knowledgebase/articles/471009-excel-data-stored-in-onedrive-for-business

18. What does Patrick use?
Office 365
• Data
Management
Gateway
• PowerPivot
• PowerQuery
Power BI
Preview
• SSAS
Connector
• OneDrive
Something
else?
• Powershell

19. Power BI refresh with
PowerShell
Create a Power BI Dashboard from One Drive

20. Kate’smadeacool Power Viewdashboard with
SalesForce data and wants to keep itrefreshed in
DropBoxfor others to use.

21. What does Kate use?
Office 365
• Data
Management
Gateway
• PowerPivot
• PowerQuery
Power BI
Preview
• SSAS
Connector
• OneDrive
Something
else?
• ?

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Power Update
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Power Update
Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/

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Power Update
Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/

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Power Update
Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/

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Power Update
Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/

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Power Update
Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/

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Power Update
Reference: http://www.powerpivotpro.com/2015/02/introducing-power-update/

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Power Update
Additional Features
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©2014 DesignMind. All Rights Reserved.
Thischangeseverything
DOUBLE CUP!!!!

32. What does Kate use?
Office 365
• Data
Management
Gateway
• PowerPivot
• PowerQuery
Power BI
Preview
• SSAS
Connector
• OneDrive
Something
else?
• Power Update

33. Power Update Demo

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Recap
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Contact Info
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About DesignMind
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©2015 DesignMind. All Rights Reserved.
Our Clients

38. www.designmind.com