Getting Started with Power BI - John Underwood

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John B. Underwood – Technical Evangelist, ThreeWill

Getting Started with Power BI

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John B. Underwood Technical Evangelist, ThreeWill [email protected] @jbutweets @ThreeWillLabs

Passionate about teaching others 30+ years of industry experience

About your presenter…

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SharePoint user wishing to consume self-service BI IT professional

Consume self-service BI Configure on behalf of customers

Session is about breadth, not depth

Audience

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Understanding the Message Discover Data Analysis Presentation Power BI for Office 365

Introduction

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Data exists in many forms, many places Business Intelligence attempts to pull data together to spot

meaningful trends Self Service… not a data warehouse Microsoft naming can be confusing (POWER overload) Simple steps…

Understanding the Message

Discover and shape data

Ask questions and analyze

Present the results

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Working with BI ToolsSharePointAvailable to local and mobile workers

Find MobileShare

Q&A

ExcelFamiliar to information workers

Analyze VisualizeDiscover

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Discovering Data With Power Query Excel

Familiar to information workers

Discover

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Excel add-in Connect to a wide variety of data sources Iteratively build queries to size and shape data Consistent experience across data sources Joins, views across data sources

Power Query

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Data sources Windows Azure

Tabular Data

Web Services

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Using Power Query

Demonstration

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Analyzing DataExcelFamiliar to information workers

Analyze

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Allow business users to create self-service BI data models in Excel Achieved with a client-side version of SQL Server Analysis Services

Data volumes far greater than Excel worksheets alone A separate window can be used to load, explore, relate, and enrich

data with calculations Import and relate data from corporate, local, and ad hoc data

stores Create calculated columns and measures using formulas Model custom measures, hierarchies, and KPI’s Build Pivot Tables and Pivot Charts

Power Pivot

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Power Pivot

Demonstration

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Extends SharePoint 2013 and Excel Services for On-Premises Farms Server-side processing, collaboration, and document management

support Power Pivot Gallery

Special type of document library Publish and browse Power Pivot workbooks Automatic data refresh

Processed by Analysis Service instance within the SharePoint farm Data connections can be defined to query the Power Pivot data model

by using the document URL

Power Pivot for SharePoint

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Visualizing and Presenting DataExcelFamiliar to information workers

Visualize

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Excel add-in Interactive data exploration, visualization, and presentation experience Highly visual design experience Presentation-ready Intuitive ad-hoc reporting for business users Reports based on Power Pivot data models

Power View

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Power View

Demonstration

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Add-in for viewingGeospatial data

Allows animatedview of data over time…

Power Map

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Power Map

Demonstration

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Extends Excel Services Server-side processing Browser-based presentation

Power View for SharePoint

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Power BI for Office 365SharePointAvailable to local and mobile workers

Find MobileShare

Q&A

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Special site capabilities for sharing, viewing, and interacting with BI data

Shared Data Sources No need to re-locate data sources

Data Search Catalog of public data, corporate data, shared queries Usage indicates “importance” (governance)

Data Refresh Data Management Gateway

Power BI for Office 365

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Natural language queries No Excel, no writing queries Best for casual users Data sources flagged for natural language and indexed accordingly

Mobile Reports render in HTML5 Native mobile apps (Windows in 2014, iOS 2015)

Power BI for Office 365 (cont.)

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Using Power BI

Demonstration

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Power Query is for locating and scrubbing data Power Pivot is for building a data model, and optionally

exploring with Pivot Tables and Pivot Charts Power View is for visually interesting, interactive reports

and charts Power Map works with geospatial data Power BI is a suite of tools to allow users to share and

find reports and data sources

Recap

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John B. Underwood Technical Evangelist,

ThreeWill [email protected]

om @jbutweets @ThreeWillLabs

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