13 tips for getting started w/power bi for office 365 the baker’s dozen business intelligence 13...

13 Tips for Getting Started w/Power BI for Office 365 The Bakers Dozen Business Intelligence 13 SQL Server / Business Intelligence Productivity Tips Kevin S. Goff Microsoft SQL Server MVP

Kevin S. Goff Brief BIO Developer/architect since 1987 / Microsoft SQL Server MVP Columnist for CoDe Magazine since 2004, The Bakers Dozen Productivity Series, 13 tips on a SQL/BI topic Wrote a book, collaborated on a 2 nd book Frequent speaker for SQL Server community events and SQL Live!360 Conferences Email: [email protected]@kevinsgoff.net My site/blog: www.KevinSGoff.Net (includes SQL/BI webcasts)www.KevinSGoff.Net Releasing some SQL/BI video courseware in 2015 2Intro to Power BI for Office 365

13 steps to get started w/Power BI for Office 365 This is an Introductory Session Two objectives: To provide you with steps to set up a Power BI for Office 365 site Give a general roadmap of the major components of Power BI, and a quick glance at what can be built Will provide some links at the end to study Power BI further, and a quick look at whats coming in the future Many detailed screen shots to use for reference, so going to limit tabbing around 3Intro to Power BI for Office 365 Todays Topic

1.What is Power BI and Power BI for Office 365?What is Power BI and Power BI for Office 365? 2.Power BI for Office 365 vs SharePoint On-PremisesPower BI for Office 365 vs SharePoint On-Premises 3.What can we build with Power BI for Office 365?What can we build with Power BI for Office 365? 4.Getting Started: Creating a Power BI for Office 365 site/accountGetting Started: Creating a Power BI for Office 365 site/account 5.Creating Data Sources and Data Management GatewaysCreating Data Sources and Data Management Gateways 6.PowerPivotPowerPivot 7.PowerPivot DAX FormulasPowerPivot DAX Formulas 8.PowerViewPowerView 9.PowerMapsPowerMaps 10.PowerQueryPowerQuery 11.Deploying/Saving Content to Power BI for Office 365 sitesDeploying/Saving Content to Power BI for Office 365 sites 12.Setting up Data Refreshes back to On-Premise SourcesSetting up Data Refreshes back to On-Premise Sources 13.Recommended Reading/LinksRecommended Reading/Links 4 Topics for today Intro to Power BI for Office 365

1: What is Power BI for Office 365? One way to look at it there are 2 major parts The first is a set of Excel 2013 add-ins (Power BI itself) Power Pivot (a simple way to create analytic pivot tables) Power View (a new data visualization tool for creating image reports and charts) Power Map (formerly GeoFlow, creates 3-D geographic visualizations using Bing Maps under the hood) Power Query (search and query data from public sources ETL inside Excel) The second is based on Office 365 Cloud Services Office 365 Power BI sites that offer a cloud-based version of SharePoint portals for sharing Excel content Data Management Gateway so that IT can control data sources published on Power BI sites (as well as user access) Mobile BI device support for Windows 8, Windows RT and iOS tables (iPads) to view visualizations using HTML5 Intro to Power BI for Office 3655 TOC

2: Power BI for Office 365 vs SharePoint On-Premises In a traditional SharePoint 2010 or 2013 environment: Works well, but requires SharePoint licenses and maintenance Intro to Power BI for Office 3656 SharePoint Enterprise Server Site Collections for Excel, PowerPivot, Power View Galleries Other document libraries containing Business Intelligence Data Business Users/Developers take data from SQL Server (or other sources), create Pivot Tables and Pivot Charts in Excel Users then publish the Excel content to a SharePoint site collection Larger set of users interact with the data in SharePoint TOC

2: Power BI for Office 365 vs SharePoint On-Premises But what if.??? Intro to Power BI for Office 3657 SharePoint Enterprise Server Site Collections for Excel, PowerPivot, Power View Galleries Other document libraries containing Business Intelligence Data Business Users/Developers take data from SQL Server (or other sources), create Pivot Tables and Pivot Charts in Excel Users then publish the Excel content to a SharePoint site collection Larger set of users interact with the data in SharePoint What if this piece could exist in the cloud, in an external portal that could render all the Excel content, and even work with newer versions of Excel add-ins? And what if mobile users could access this site with a Surface table or an iPad? TOC

2: Power BI for Office 365 vs SharePoint On-Premises Thats the basis of Power BI for Office 365 Intro to Power BI for Office 3658 Office 365 Server (with SharePoint support) Site Collections for Excel, PowerPivot, Power View Galleries Other document libraries containing Business Intelligence Data Business Users/Developers take data from SQL Server (or other sources), create Pivot Tables and Pivot Charts in Excel Users then publish the Excel content to an Office 365 site Larger set of corporate users interact with the data by accessing Office 365 site (either with desktop or laptop or mobile device Office 365 site, managed by Microsoft, that contains stripped down version of SharePoint, with simpler management features TOC

2: Power BI for Office 365 vs SharePoint On-Premises Thats the basis of Power BI for Office 365 Intro to Power BI for Office 3659 Office 365 Server (with SharePoint support) Site Collections for Excel, PowerPivot, Power View Galleries Other document libraries containing Business Intelligence Data Business Users/Developers take data from SQL Server (or other sources), create Pivot Tables and Pivot Charts in Excel Users then publish the Excel content to an Office 365 site Larger set of corporate users interact with the data by accessing Office 365 site (either with desktop or laptop or mobile device Office 365 site does not contain ALL features of SharePoint Enterprise (such as PerformancePoint Services and Reporting Services Integration) Max workbook upload is 250 MB (compressed) TOC

2: Power BI for Office 365 vs SharePoint On-Premises Intro to Power BI for Office 36510 Step 1: Created PowerPivot / Power View content in Excel against SQL Server database Power BI for Office 365 site Step 2: Deploy (Save) Excel Power BI Content to Power BI for Office 365 site. Remember, it contains the actual static content from the original database Step 3: Users can access Excel content on the site, in the browser or from a mobile device, even if they dont have Excel But when the content in the database changes, do we need to rebuild and redeploy the Excel spreadsheet? Step 4: Set up a Data Refresh, so that the deployed content can refresh from the on- site, on-premises data source But it requires that we configure a Data Gateway and Data Source on the Power BI for Office 365 site Deployed Excel sheet contains data (compressed using xVelocity) TOC

3: What can we build with Power BI for Office 365 Intro to Power BI for Office 36511 Excel Spreadsheet Built against SQL Database Deployed to Power BI site Can Navigate against it without Excel in browser or mobile device! DAX formulas for KPIs, Return %, and Ranking TOC

3: What can we build with Power BI for Office 365 Intro to Power BI for Office 36512 DAX formulas for Moving Average TOC

First, load up on the Excel Add-Ins for Excel 2013 Get PowerPivot, Power View, and (maybe) Power Maps http://www.microsoft.com/en-us/bi/powerpivot.aspx (Power Pivot)http://www.microsoft.com/en-us/bi/powerpivot.aspx Install/Configure steps for PowerPivotInstall/Configure steps for PowerPivot PowerView is an add-in that comes with Excel 2013 Pro http://www.microsoft.com/en-us/download/details.aspx?id=38395 (Power Maps)http://www.microsoft.com/en-us/download/details.aspx?id=38395 http://www.microsoft.com/en-us/download/details.aspx?id=39379 (Power Query)http://www.microsoft.com/en-us/download/details.aspx?id=39379 Getting started information for Power Query & Power Maps http://blogs.msdn.com/b/powerbi/archive/2013/07/07/getting-started- with-pq-and-pm.aspxhttp://blogs.msdn.com/b/powerbi/archive/2013/07/07/getting-started- with-pq-and-pm.aspx A great overview of the components of Power BIA great overview of the components of Power BI These are KILLER add-ins that allow Microsoft to compete with other self-service BI tools like QlikView and Tableau Intro to Power BI for Office 36513 4: Getting Started with Power BI for Office 365 TOC

4: Getting Started with Power BI for Office 365 Intro to Power BI for Office 36514 Main Power BI Site Power BI Blog Power BI Support/FAQ Pricing and Free Trial A free trial starts with basic credentials and a user ID Main portal only has ADMIN enabled to start. Must do some provisioning TOC

4: Getting Started with Power BI for Office 365 Intro to Power BI for Office 36515 Admin dashboard need to add any additional users and start services TOC

4: Getting Started with Power BI for Office 365 Intro to Power BI for Office 36516 Either use new domain (based on original ID) and then add any additional users TOC

4: Getting Started with Power BI for Office 365 Intro to Power BI for Office 36517 Final checklist Remember https://portal.office.com TOC

4: Getting Started with Power BI for Office 365 Intro to Power BI for Office 36518 The main SharePoint portal admin center. At this point we have a public SharePoint site Our next step is to configure and provision a Power BI New public Office 365 SharePoint site TOC

4: Getting Started with Power BI for Office 365 Intro to Power BI for Office 36519 Power BI Admin Center Our objective is to deploy some BI content, where refreshes will point back on on-site, on-premise data source Need to establish Data Source and Gateway TOC

5: Creating a Data Source/Gateway Intro to Power BI for Office 36520 Step 1: Created PowerPivot / Power View content in Excel against SQL Server database Power BI for Office 365 site Step 2: Deploy (Save) Excel Power BI Content to Power BI for Office 365 site. Remember, it contains the actual static content from the original database Step 3: Users can access Excel content on the site, in the browser or from a mobile device, even if they dont have Excel But when the content in the database changes, do we need to rebuild and redeploy the Excel spreadsheet? Step 4: Set up a Data Refresh, so that the deployed content can refresh from the on- site, on-premises data source But it requires that we configure a Data Gateway and Data Source on the Power BI for Office 365 site Deployed Excel sheet contains data (compressed using xVelocity) TOC

5: Creating a Data Source/Gateway Intro to Power BI for Office 36521 Back in the Power BI Admin Center, if you try to define a data source, it will prompt to install a Gateway first TOC

5: Creating a Data Source/Gateway Intro to Power BI for Office 36522 Must download Microsoft Gateway Management client When gateway client loads, enter the Gateway key from above TOC

5: Creating a Data Source/Gateway Intro to Power BI for Office 36523 Now that we have a gateway established, we can define an on-site data source for the Gateway Define Connection, on- site database server, and database name Provide credentials for when Gateway reads back to on- site source TOC

6-PowerPivot Intro to Power BI for Office 36524 TOC Compressed Star Schema Model in the basement of the Excel Sheet 1.Users can point Excel to database content 2.Can create the equivalent of a mini-cube, compressed using xVelocity compression 3.The Power Pivot Data Model lives inside the Excel Sheet 4.Users can create many Pivot Tables or Pivot Charts off the Model 5.Users can also create Power View report visualizations off the data model

6-PowerPivot Intro to Power BI for Office 36525 Model can come from physical relational tables or database views Must create relationships if source was views Can implement dimensional hierarchies This is somewhat like building SSAS OLAP cubes, except it doesnt support advanced fact/dimension relationships TOC

6-PowerPivot Intro to Power BI for Office 36526 KPI scorecards in Excel, similar to other SharePoint dashboarding tools Garretts sales as % of Quota was 80.18%. Thats OK, so status is yellow. But his sales one year ago was 85.13% of quota so his % of quota is trending down, and thats not good The % of Quota last year represents a DAX formula to express the % of quota for same time period last year User can look at sales and quotas by Employee for a year or a quarter TOC

6-PowerPivot Intro to Power BI for Office 36527 Excel Generic Feature, % of Row Parent Visual Slicers Geography Hierarchy, and evaluating sales in 2 different sale channels (customer internet and reseller/vendor TOC

6-PowerPivot Intro to Power BI for Office 36528 Monthly Sales + 12 month moving average, plotted as a line chart (Requires a set of DAX formulas) TOC

6-PowerPivot Intro to Power BI for Office 36529 Sparkline (compressed graphic, a line chart with markers for high and low month) More Visual Slicers TOC

7-DAX Formulas Intro to Power BI for Office 36530 For formulas and Expressions, PowerPivot provides a language called DAX Very Loosely speaking, DAX is to PowerPivot as MDX is to OLAP Cubes Some websites state that DAX is easier than MDX That depends For basic formulas, basically true But for more complicated expressions, DAX can be just as involved as MDX When comparing PowerPivot to SSAS OLAP, worth noting that PowerPivot does not directly support advanced fact/dimension relationships (like role-playing dimensions and many-to-many bridge tables). So DAX is necessary to manually set relationships through code. TOC

7-DAX Formulas Intro to Power BI for Office 36531 DAX formula to express % of Quota in terms of one year ago TOC Calculate a ratio on the fly: not too bad Express in terms of a year ago: arguably a bit more involved

7-DAX Formulas Intro to Power BI for Office 36532 More complicated DAX code to calculate a Moving Average Must determine, for any one month, the 12 month range (start month and end month of range) Must average the internet sales over the span of that range DAX is sometimes advertised as easier than the MDX language used in SSAS/OLAP applications, but sometimes DAX can be just as involved TOC

8: Power View Intro to Power BI for Office 36533 TOC Report Visualization Tool for Power Users Great for storyboard-type reporting, face- style reporting where a page or subset of a page tells a story Not intended for full blown detail reports Not as much developer functionality as Reporting Services

8: Power View Intro to Power BI for Office 36534 Power View visualization against the Power Pivot Data Model User can filter on Country State Province Scatter chart plotting city observations of Sales revenue and # of orders Can use year as Play axis to show that while Beaverton is top city in Oregon across all years, it wasnt top city in 2007 TOC

8: Power View Intro to Power BI for Office 36535 We can even select a single city and plot the progression of annual sales for a city over time While this has nice interactive features, advanced users might want to show a linear regression line, and also the correlation coefficient (impact of order count on sales) Here is where tools like SSRS or even Excel Pivot Charts are a better option Power View does not have these features TOC

8: Power View Intro to Power BI for Office 36536 Cross filtering I can click on the pie slice for Australia, and the bar chart above shades the monthly sales just for Australia TOC

9: Power Maps As name implies, ability to create map visualizations based on geography definitions Geography Definitions can come from country / state / city names, or from latitude/longitude points For those who used maps in SQL Server Reporting Services, these maps are more interactive Power BI Blog has links to examples that showcase some very fancy maps! Intro to Power BI for Office 36537 TOC

9: Power Maps Intro to Power BI for Office 36538 Can map based on geography labels or latitude / longitude points TOC

9: Power Maps Intro to Power BI for Office 36539 Can use nav controls to zoom in/out TOC

10: Power Query Essentially ETL against many data sources using a query language inside Excel Can query from many public websites (Facebook, Wikipedia) with nothing but a URL Can be used to shape and format data into an Excel Pivot Table Strong book recommendation, by Chris Webb Intro to Power BI for Office 36540 TOC

10: Power Query Intro to Power BI for Office 36541 We can point to a site, and then a table within the site, and utilize Power Query syntax TOC

10: Power Query Intro to Power BI for Office 36542 Regardless of whether opponents were scoring 15 points or 30 points, Chiefs generally surrendered same number of yards TOC

11: Deploying Intro to Power BI for Office 36543 Uploading is very easy in the Power BI site, just take the option to Add/Upload a file, and then select an XLSX file saved locally TOC

12: Setting up Data Refreshes back to On-Premise Sources Intro to Power BI for Office 36544 In the Power BI for Office 365 site, click the ellipsis button and take the option to schedule a data refresh Verify the connection (there could be more than 1), and set frequently of schedule History page to show history of successful (or failed) refreshes Notifications TOC

13: Power BI Future Enhancements/Reading Power BI News from WPC: http://www.jenunderwood.com/2014/07/14/microsoft-power-bi-news-from-wpc- 2014/http://www.jenunderwood.com/2014/07/14/microsoft-power-bi-news-from-wpc- 2014/ http://cwebbbi.wordpress.com/2014/07/14/new-power-bi-features-shown-at-wpc/http://cwebbbi.wordpress.com/2014/07/14/new-power-bi-features-shown-at-wpc/ http://cwebbbi.wordpress.com/2014/05/11/more-thoughts-on-the-new-power-bi- features/http://cwebbbi.wordpress.com/2014/05/11/more-thoughts-on-the-new-power-bi- features/ http://cwebbbi.wordpress.com/2014/05/08/power-bi-announcements-at-the-pass- ba-conference/http://cwebbbi.wordpress.com/2014/05/08/power-bi-announcements-at-the-pass- ba-conference/ WPC Demo (requires Windows Live ID sign-on - Power BI starts around 20 minute mark)WPC Demo (requires Windows Live ID sign-on - Power BI starts around 20 minute mark) Rundown of new features: New KPI/Dashboard Editor (possible replacement for PerformancePoint Services) Support for new data visualizations Support for SSRS Reports, which can point back to on-premises data sources (HUGE!!!) Data Sources for SalesForce, MS Dynamics, Facebook, Google Analytics, Twitter Intro to Power BI for Office 36545 TOC

13: Power BI Future Enhancements/Reading Intro to Power BI for Office 36546 Power BI Site in the cloud Local SSRS project Deploy project to Power BI site Company on-premises database Secured Data Gateway, so cloud reports can access on-premises data Users access reports in Power BI Dashboards Follow the blog of Chris Webb for details http://cwebbbi.wordpress.com/ TOC

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