JourneyTEAM - – 801.565.9199 Power BI and You Brent Tenney [email protected].

JourneyTEAM - www.journeyteam.com – 801.565.9199

Power BI and You

Brent Tenney

JourneyTEAM - www.journeyteam.com – 801.565.9199

• What is Power BI?– Power Query– Power Pivot– Power View– Power Map

• Power BI App• How To Get Started

Agenda

JourneyTEAM - www.journeyteam.com – 801.565.9199

SharePoint consultant with since 2004B.A. in Information Systems from the University of Utah

Microsoft Certified Solutions Master: SharePoint R15

Brent Tenney

JourneyTEAM - www.journeyteam.com – 801.565.9199

• Expertise:– SharePoint– Dynamics CRM– Dynamics ERP - Great Plains (GP), Solomon (SL)

JourneyTEAM - www.journeyteam.com – 801.565.9199

• What is Power BI?– Power Query– Power Pivot– Power View– Power Map

• Power BI App• How To Get Started

Agenda

JourneyTEAM - www.journeyteam.com – 801.565.9199

What is Power BI?• Excel Features

– Power Query – easily discover and connect to data from public and corporate data sources– Power Pivot – create a sophisticated Data Model directly in Excel– Power View – create reports and analytical views with interactive data visualizations– Power Map – explore and navigate geospatial data on a 3D map experience in Excel

• Power BI for Office 365– Power BI Sites – share, view, and interact with reports in these collaborative Power BI sites– Power BI Q&A – use natural language queries to find, explore, and report over your data– Query and Data Management – share and manage queries and data sources, and view query

usage analytics– Power BI Windows Store App – view reports on the go, with the Power BI app

• IT Infrastructure Services for Power BI– Provision Power BI for Office 365 – create a tenant, and get Power BI for your organization– Power BI Admin Center – manage your organization’s Power BI infrastructure from a site– Data Management Gateway – connect on-premises data to the cloud, seamlessly and securely

JourneyTEAM - www.journeyteam.com – 801.565.9199

• What is Power BI?– Power Query– Power Pivot– Power View– Power Map

• Power BI App• How To Get Started

Agenda

JourneyTEAM - www.journeyteam.com – 801.565.9199

Power Query

… for discovering, combining, and refining data across a wide variety of sources ...

JourneyTEAM - www.journeyteam.com – 801.565.9199

with Power Query, you can …

• Find and connect data across a wide variety of sources.• Merge and shape data sources to match your data analysis requirements

or prepare it for further analysis and modeling by tools such as Power Pivot and PowerView.

• Create custom views over data.• Use the JSON parser to create data visualizations over Big Data and Azure

HDInsight.• Perform data cleansing operations.• Import data from multiple log files.• Perform Online Search for data from a large collection of public data

sources including Wikipedia tables, a subset of Windows Azure Marketplace, and a subset of Data.gov.

• Create a query from your Facebook likes that render an Excel chart.• Pull data into Power Pivot from new data sources, such as XML, Facebook,

and File Folders as refreshable connections.• With the Power BI Preview edition, you can share and manage queries as

well as search data within your organization.

JourneyTEAM - www.journeyteam.com – 801.565.9199

Power Query Data Sources

• Web page• Excel or CSV file• XML file• Text file• Folder• SQL Server database• Windows Azure SQL

Database• Access database• Oracle database

• IBM DB2 database• MySQL database• SharePoint List• OData feed• Hadoop Distributed

File System (HDFS• Windows Azure

Marketplace• Active Directory• Facebook

JourneyTEAM - www.journeyteam.com – 801.565.9199

Demo

• Wikipedia: list of countries by gun ownership

• Census: population by state

• SharePoint: BradyScores

• FBI: Total NICS Firearm Background Checks

• FBI: NICS Firearm Background Checks by Year

JourneyTEAM - www.journeyteam.com – 801.565.9199

• What is Power BI?– Power Query– Power Pivot– Power View– Power Map

• Power BI App• How To Get Started

Agenda

JourneyTEAM - www.journeyteam.com – 801.565.9199

Power Pivot

… an add-in that enables you to perform powerful data analysis in Excel 2013 …

JourneyTEAM - www.journeyteam.com – 801.565.9199

• get data using Power Pivot add-in

• create relationships between tables (super VLOOKUP)

• define hierarchies (e.g. city > state > country)

• write advanced formulas with DAX

• create KPIs based on calculated fields

• create Perspectives (custom views)

with Power Pivot you can …

JourneyTEAM - www.journeyteam.com – 801.565.9199

Power Query vs Power Pivot

JourneyTEAM - www.journeyteam.com – 801.565.9199

• What is Power BI?– Power Query– Power Pivot– Power View– Power Map

• Power BI App• How To Get Started

Agenda

JourneyTEAM - www.journeyteam.com – 801.565.9199

Power View

… an interactive data exploration, visualization, and presentation experience that encourages intuitive ad-hoc reporting ...

… quickly create a variety of data visualizations, from tables and matrices to bar, column, and bubble charts, and sets of multiple charts …

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TASK SUPPORTED IN EXCEL SERVICES? (SHAREPOINT SERVER, ON PREMISES)

SUPPORTED IN EXCEL WEB APP (OFFICE WEB APPS, ON PREMISES)?

Create or edit a workbook in a browser window

No Yes

View and interact with a workbook that contains a Data Model

Yes No

View and interact with a workbook that contains Power View views

Yes No

View and interact with items, such as PivotChart reports, PivotTable reports, timeline controls, and slicers

Yes Yes, so long as those items do not use a Data Model as their data source.

View and interact with a workbook that contains calculated items (such as Calculated Fields, Calculated Measures, or Calculated Members)

Yes Calculated Fields are not supported.Calculated Measures and Calculated Members are supported for viewing.

Display a single item from a workbook in its own Web Part

YesUsing the Excel Web Access Web Part that is available with SharePoint Server 2013, you can display a single item (such as a PivotChart report, a PivotTable report, a worksheet, or a range of data) in its own Web Part.You can also use the Gallery View in Excel Services to display named items in a browser window. See Share workbooks using Excel Services.

YesUsing Excel Web App, you can share an entire workbook and to some extent, customize how it appears.In addition, if your environment includes SharePoint Server 2013 alongside Office Web Apps Server, you can use an Excel Web Access Web Part to display all or part of an Excel workbook in its own Web Part. SeeShare workbooks using Excel Services.

Refresh external data in a workbook It depends on the data sources that are used and how the environment is configured. See Working with external data in Excel Services for more information.

It depends on the data sources that are used and how the environment is configured. See Working with external data in Excel Services for more information.

Excel Services vs Excel Web App

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Capability Excel Services in SharePoint 2010

Excel Web App (part of Office Web Apps)

View x x

Edit x

Collaboration x

Create New x

Create Excel-Driven Dashboards x

Display New Visualization x x

External Data x x

- Anonymous x x

- Secure Store x

- PowerPivot x

Web Services API x

REST API x

JavaScript OM x

User-Defined Function x x

Continued

JourneyTEAM - www.journeyteam.com – 801.565.9199

Demo

JourneyTEAM - www.journeyteam.com – 801.565.9199

• What is Power BI?– Power Query– Power Pivot– Power View– Power Map

• Power BI App• How To Get Started

Agenda

JourneyTEAM - www.journeyteam.com – 801.565.9199

… plot geographic and temporal data visually, analyze that data on a 3-D globe and over time, and create visual tours to share with others …

Power Map

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Geographic & Temporal Data

• each row of data needs– geographic value:

• latitude/longitude pair• city• country• zip code• state / province• address

– date/time field

JourneyTEAM - www.journeyteam.com – 801.565.9199

Demo

JourneyTEAM - www.journeyteam.com – 801.565.9199

• What is Power BI?– Power Query– Power Pivot– Power View– Power Map

• Power BI App• How To Get Started

Agenda

JourneyTEAM - www.journeyteam.com – 801.565.9199

Power BI App

… provides live mobile access to the important business information stored in your Office 365 account. View and interact with Excel and Power View content on any Windows 8 or Windows RT tablet or PC …

JourneyTEAM - www.journeyteam.com – 801.565.9199

Demo

JourneyTEAM - www.journeyteam.com – 801.565.9199

• What is Power BI?– Power Query– Power Pivot– Power View– Power Map

• Power BI App• How To Get Started

Agenda

JourneyTEAM - www.journeyteam.com – 801.565.9199

How To Get Started with Power BI

1) install Excel 2013 Professional Plus

2) enable the Power View add-ina) File > Options > Add-Ins > COM Add-Insb) install Silverlight

3) download the Excel add-ins:a) Power Queryb) Power Map

4) sign up for the Power BI for Office 365 Previewa) assign licenses to user(s)b) provision team site

5) download the Power BI App from the Windows Store

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Questions & Answers

Contact Information:

[email protected]

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The user group for SharePoint End UsersCome see us in the Community Lounge at SPS Utah

• Topic: Tips and Tricks to Get More Out of SharePoint

• When: February 11th, 8:00AM - 9:00AM

• Where: WesTech Engineering, 3665 S W Temple, Salt Lake City, UT 84115

• Sponsor:

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Special Thanks to our Platinum Sponsor

…and our Gold Sponsor