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  1. Primer on Power BI Mark Tabladillo, PhD, MVP Consultant SolidQ SQL Saturday Nashville January 17, 2015
  2. Networking
  3. Mark Tab Consulting Training Teaching Presenting SQL Server MVP Linked In @MarkTabNet
  4. The World of Data is Changing
  5. Process Efficiency Cost Reduction Bringing Big Data to ONE BILLION people Develop New Business Models
  6. 1 in 4 enterprise customers on Office 3651 Billion Office Users Analyze Visualize Share Find Q&A MobileDiscover Scalable | Manageable | Trusted Self-service BI with the familiarity of Office and the power of the service
  7. Distribution Options Cloud Hybrid On-premise
  8. MarkTab Analysis
  9. Outline ◾What makes Power BI different from the Microsoft Office I have known for years? ◾What are the major Power BI features in Excel 2013 and 2010? ◾What are the major features for Power BI for Office 365? ◾How can our team license Power BI?
  10. How is Power BI Different
  11. Video: Microsoft Garage
  12. Major Power BI Features in Excel Excel 2010 and Excel 2013
  13. A powerful new way to work with data Self-servicebusinessintelligenceandanalyticswithExcelandthepowerofthecloud
  14. Major Power BI Features in Excel Power Query Power Pivot Power View Power Map
  15. Discover Analyze Visualize Explore Analyzing data with Excel
  16. Connectors
  17. Why Power Query? Enables self-service data discovery, query, transformation and mashup experiences in Excel Discovery and connectivity to a wide range of data sources, including publicly available data of all sizes & shapes. Highly interactive and intuitive experience for rapidly and iteratively building queries over any data source, any size. Consistency of experience, and parity of query capabilities over all data sources. Joins across different data sources; ability to create custom views over data that can then be shared with team/department.
  18. Power Query Role • Transform data using a client tool • Possible execution server-side (data refresh in Power BI) • Share queries and expressions (simple text file, repository available in Office 365) Self-Service ETL • Same language regardless of data source • Graphical user interface and interactive editor • Does not hide the query in the data model • Technically it would be possible to analyze dependencies in a “M” expression (not yet implemented) Integrate queries in Power Pivot data models
  19. Exploring Power Query in Microsoft Excel 2013 http://channel9.msdn.com/Events/TechEd/NorthAmerica/2014/DBI-H302#fbid=
  20. Power Query Formula Language: “M” Functional language similar to F# No “real” iterative statements Lambda functions… Flexible, can be invoked dynamically Expression.Evaluate(…)
  21. Specifically, the intermediate/advanced Excel users Litmus test: “User benefits from the Excel’s Formula bar” Familiar, easy to remember Easy to read and write; limited syntax, use of non standard symbols A superset of the Excel formula language Close to concepts in DAX, where appropriate Powerful capabilities for the advanced user Design Values
  22. Syntax for a Simple Query SELECT Orders.OrderDate, Products.OrderID, Products.ProductSKU FROM Products INNER JOIN Orders ON Products.OrderID = Orders.OrderID ORDER BY Products.ProductSKU from p in Products join o in Orders on p.OrderID equals o.OrderID orderby p.ProductSKU select new { o.OrderDate, p.OrderID, p.ProductSKU } Products.Join(Orders, Products, o => o.OrderID, p => p.OrderID, (p, o) => new { o.OrderDate, p.OrderID, p.ProductSKU } ).OrderBy( p => p.ProductSKU ) let Joined = Table.Join( Products, "OrderID", Orders, "OrderID" ), Columns = Table.SelectColumns(Joined, {"OrderDate", "OrderID", "ProductSKU"}), Sorted = Table.Sort( Columns, "ProductSKU" ), in Sorted
  23. Query Folding Power Query pushes work back to the source system whenever it can. SELECT ProductKey, EnglishProductName as [Product] FROM [dbo].[DimProduct] WHERE [ProductKey] < 10
  24. Sharing Queries and Functions You can share queries and functions Requires Office 365 account with Power BI Published queries can be “certified” Requires Data Steward role Accessible through “Online Search” Query is copied and executed locally No execution server-side
  25. Power Query Specifications and Limits https://support.office.com/en-US/Article/Power-Query-specifications-and-limits- 5fb2807c-1b16-4257-aa5b-6793f051a9f4?ui=en-US&rs=en-US&ad=US
  26. Analyzing data with Excel Discover Analyze Visualize Explore
  27. BI Semantic Model
  28. Best Practices for Power Pivot •You take care of the unseen •Microsoft will take care of the seen Power BI Contract
  29. Data Model Specifications and Limits https://support.office.com/en-us/article/Data-Model-specification-and-limits- 19aa79f8-e6e8-45a8-9be2-b58778fd68ef?ui=en-US&rs=en-US&ad=US
  30. Power Pivot Capacity Specification http://msdn.microsoft.com/en-us/library/gg413465(v=sql.110).aspx
  31. Analyzing data with Excel Discover Analyze Visualize Explore
  32. Exploring Power View in Microsoft Excel 2013 http://channel9.msdn.com/Events/TechEd/NorthAmerica/2014/DBI-H201#fbid=
  33. Power View – Geospatial CapabilitiesPros  Bubble Maps  Bubble Maps with Pie Charts  Interactive with drill down capabilities in larger dashboard Cons  Unable to add multiple layers or any other customizations  No other major type of map visualization  No time play or storytelling capabilities
  34. Planning for Power View System requirements for Power View Planning for Reporting Services and Power View Browser Support (SSRS 2014)
  35. Analyzing data with Excel Discover Analyze Visualize Explore
  36. Exploring Power Map in Microsoft Excel 2013 http://channel9.msdn.com/Events/TechEd/NorthAmerica/2014/DBI-H301#fbid=
  37. 4 7 Power Map – Geospatial Capabilities Pros  Bubble Maps, Column Maps, Region Maps and HeatMaps  Interactive and time-play axis  Ability to create and share visual tours  Ability to add multiple layers  Storytelling tool, not just visualization Cons  Unable to filter data  Unable to drill-down (though can switch between layers)  Unable to customize or add custom shapes  Unable to handle hierarchies
  38. Inspire people to imagine…
  39. TheIdeal Mapof Mapping: Specifications forImagination TEMPORAL Pattern & Animation SPATIAL Data Conflation Overlay REFRAMING Cartogram Normalization Source: PowerMaps, Various; ‘World Mapping’ Dorin, Barford & Newman; IPE UX Analysis,
  40. Power BI and Excel 2010 Software Solution Power Pivot A version one of Power Pivot is available for Excel 2010. Microsoft’s website provides video, demos, and hands-on labs to try out the software. Opening up an Excel 2010 Power Pivot workbook in Excel 2013 requires an irreversible upgrade (meaning that collaboration between Excel 2010 and Excel 2013 users is not possible – pick one version or the other). There are some technical details involved in upgrading, which you can study by clicking this link. Power Map Power Map is not available for Excel 2010. Versions of Excel previous to 2002 had a native map feature. Though, advanced Excel users will know about Microsoft MapPoint, which has gone through nineteen versions since its debut. Sadly, MapPoint is being discontinued as of December 31, 2014. You might be able to obtain a copy now, or through some MSDN subscriptions. Power Query Power Query is available for Microsoft Office 2010 Professional Plus with Software Assurance. There are two versions, one for 32-bit (x86) and one for 64-bit (x64). Power View Power View is not available for Excel 2010.
  41. Major Power BI Features O365
  42. A powerful new way to work with data Self-service business intelligence with familiar Excel and the power of the cloud
  43. Sample Architecture SQL Server Warehouse (Issues IS) Active Directory (People) Azure Information (Data Centers) Power BI for Office 365 Corporate Data Catalogue Admin Center Manage Data Portal SPO team sites, BI Sites, Q&A Data Management Gateway APS Warehouse (Issues BI)
  44. Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions Share & collaborate with Power BI for Office 365
  45. Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions Share & collaborate with Power BI for Office 365
  46. Power BI for Office 365 Data Management Gateway Installed on-premises Workbook Cloud On Premise Share & collaborate with Power BI for Office 365 Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions
  47. Share & collaborate with Power BI for Office 365 Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions Search for: • Public Data • Corporate Data • Shared Queries
  48. Share & collaborate with Power BI for Office 365 Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions
  49. Share & collaborate with Power BI for Office 365 Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions
  50. Sample Working Architecture O365 Power BI Corporate Data Sources IT Admin Data Management Gateway Corporate Data Catalog Power BI Admin Center Data Management Portal SPO team sites, BI Sites, Q&A Cloud Data Sources Public Data Catalog Data Steward IW (Author) IW (Consumer) Manage Data Publish raw data sources or expose them as OData feeds Publish queries Data Refresh Data Refresh Power Query Power Pivot Power View Power Map Publish reports & create featured questions, configure scheduled refresh Import data, Publish queries Excel, Tablet/Mobile, Browser – Silverlight, HTML5 Consume interactive reports, ask questions Configure Import Data Import Data Import Data Import Data Public Cloud Data Sources Index
  51. Licensing Power BI
  52. MarkTab Recommendation •Office 2010Possible •Office 2013 x64Recommended
  53. Method One Power BI for Office 365 Method Two Power BI for Office 365 SharePoint Online Plan 2 Method Three Power BI for Office 365 SharePoint Online Plan 2 Power BI Excel Features Home Office 365 ProPlus Office 2013 Professional Plus Office 365 Home Office 365 Personal Office Home & Student 2013 Office Home & Business 2013 Office Professional 2013 Business Office 365 ProPlus Office 2013 Professional Plus Office 365 Business Essential Office 365 Business Office 365 Business Premium Enterprise Office 365 Enterprise E3 Office 365 Enterprise E4 Office 365 ProPlus Office 2013 Professional Plus Office 365 Enterprise E1 Education Office 365 Education E3 Office 365 ProPlus Office 2013 Professional Plus Office 365 Education E1 Government Office 365 Enterprise E3 (Government Pricing) Office 365 ProPlus Office 2013 Professional Plus Exchange Online Plan 1 Exchange Online Plan 3 Office 365 Enterprise E1 (Government Pricing) Nonprofit Office 365 Nonprofit E3 Office 365 ProPlus Office 2013 Professional Plus Office 365 Nonprofit Business Essentials Office 365 Nonprofit Business Premium Office 365 Nonprofit E1
  54. A powerful new way to work with data Analyze Visualize Share Question Q&A Mobility Discover Search, access, and transform public and internal data sources with Power Query Share data views and workbooks refreshable from on-premises and cloud based data sources, with Power BI Sites Easy data modeling and lightning fast in-memory analytics with Power Pivot Bold new interactive data visualizations with Power View and Power Map Ask questions and get immediate answers with natural language query Mobile access through HTML5 and touch optimized apps Scalable | Manageable | Trusted
  55. Connect with MarkTab LinkedIn Twitter @marktabnet
  56. Appendix Cool stuff
  57. Free Microsoft Software For Students https://www.dreamspark.com/ For Startups http://www.microsoft.com/bizspark/
  58. Recommended Links Free eBooks http://blogs.msdn.com/b/mssmallbiz/archive/2014/07/07/largest- collection-of-free-microsoft-ebooks-ever-including-windows-8-1-windows-8- windows-7-office-2013-office-365-office-2010-sharepoint-2013-dynamics-crm- powershell-exchange-server-lync-2013-system-center-azure-cloud-sql.aspx Documentation http://msdn.Microsoft.com Channel 9 Videos http://channel9.msdn.com/Search?term=power%20bi#ch9Search PASS http://sqlpass.org MarkTab Blog http://marktab.net
  59. Books Collie, R. (2012). DAX Formulas for PowerPivot: A Simple Guide to the Excel Revolution: Holy Macro! Books. de Jonge, K. (2014). Dashboarding and Reporting with Power Pivot and Excel: How to Design and Create a Financial Dashboard with PowerPivot – End to End: Holy Macro! Books. Ferrari, A., & Russo, M. (2013). Microsoft Excel 2013 Building Data Models with PowerPivot: Microsoft Press. Jelen, B., & Collie, R. (2014). PowerPivot Alchemy: Patterns and Techniques for Excel: Holy Macro! Books. Larson, B., Davis, M., English, D., & Purington, P. (2012). Visualizing Data with Microsoft Power View: McGraw-Hill/Osborne Media. Webb, C. (2014). Power Query for Power BI and Excel: Apress.
  60. Abstract Power BI (Business Intelligence) is a new and emerging self-service business intelligence and business analytics framework that brings together and enhances a few key Microsoft technologies. Fundamentally, Power BI is considered a premium Office option, because Microsoft licenses it that way. We will answer the following questions: ◾What makes Power BI different from the Microsoft Office I have known for years? ◾What are the major Power BI features in Excel 2013 and 2010? ◾What are the major features for Power BI for Office 365? ◾How can our team license Power BI?
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