let's do powerbi - together

Lets Do Power BI – Together!

Mark Macrae

SharePoint Saturday, Belgium 2017

Mark Macrae@m_macrae

Agenda

• What is Power BI?

• Base Concepts

• Lets Build!

What is Power BI?

What is Power BI?

IMPORT

Power BI Service

• Microsoft Cloud SaaS which integrates with O365

• No dependencies on Excel, SharePoint or O365

• HTML 5 – no more Silverlight

• Free vs Professional vs Premium

• https://app.powerbi.com

• Work/school email address to sign up and use

Free Pro (EUR 8.40 /user /month)

1 GB / user 10 GB /user

Daily Data Refresh Scheduled Data Refresh <1 day

Sharing via workspaces

Apps, email distribution

On-premises Gateway

• Professional license included with E5 Business Plan

• Premium is a custom service for enterprise clients – no

published pricing

Power BI Desktop

• Standalone OnPrem BI Modelling tool

• Removes dependency on Excel

• Windows Only

• Greater control over your data than Power BI Service

• Connect to a wide variety of data sources

• Build a model over your data sources

• Transform data

• Create measures using DAX

• Publish to Power BI Service

(Power BI) On-premises Data Gateway

• Bridge providing quick and secure transfer of data between on-premises and Power BI

• Also for Flow and Power Apps

• Controls access and refresh rates to on-premises data

• Stored credentials used to connect (except for SSAS)

• Azure Service Bus used for data transfer

Power BI Report Server (On-Prem)

• Power BI Report Server

• Built on SSRS Technology

• Includes all SSRS functionality including RDL

• Models stored in SSAS

• Create reports with Power BI Desktop

• Enjoy all the Power BI functionality in your own environment

Data Security and Storage

• Data is at rest or in process (both encrypted)

• Your data can be:

• Stored in Azure SQL e.g. reports, dashboards

• Cached in Azure SQL e.g. dashboard/report visuals

• Referenced only (not stored in Power BI) e.g. data in process queried by DirectQuery, on-prem data via Gateway

• Express Route (private connection to Power BI)

• Security whitepaper

Base Concepts

Concepts –DataSet

• A source of data for use in your reports

• From Service:• Content Packs• Flat Files local or OneDrive/SharePoint• Some database services• Cannot Share! Use Workspaces

• From Desktop• Pretty much ANY source!

• Use Power BI Gateway to Secure On-PremSources

Concepts –DataImport vs Upload

• Some data sources e.g.Excel provide a choice how to connect to data

• Import• Data from worksheets imported to a DataSet• Changes in Excel synchronised with DataSet

(usually within 1 hr)• Publish > Export from Excel 2016

• Upload• Connect and view in Power BI• Pin items to Dashboard• No DataSet created• Publish > Upload from Excel 2016

Concepts –Report

• A collection of pages containing visualisations

• Good control over the look and feel

• Large variety of visualisations and build your own or buy from public libraries

• Creation• OnPremises (via Power BI Desktop)• Online (via Power BI Service)

• Pin report components to a Dashboard

Concepts –Dashboard

• A collection of tiles, pinned from various sources (Reports, SSRS, Q&A Session)

• Can be shared with other users

• Add video, images, text

Concepts –Apps

• Efficient way of deploying dashboards/reports to set of users

• Distribute to whole org or just groups

• Users install app from MS AppSource

• Access via 365 Portal or Device

• Roll out updates

• Control data refresh

• Will replace content packs

• Power BI Pro license required

Lets Build!

Connect to Power BI Service

• Browse https://app.powerbi.com

• Login as:• spsbeX@spsbe.onmicrosoft.com

• Password1

Data

Shark Attacks

• All attacks ever recorded

• Simple data set

• Fun to work with!

• Source: http://www.sharkattackfile.net/

• Credit: John White

Get to Know Your Environment

1. Navigation Bar

2. Dashboard

3. Q&A Box

4. Options/Help

5. Title

6. 365 Menu

7. Power BI Home

8. Actions

Quiz!

1. Which species of Shark is involved in the most attacks?

2. What was the largest known age group of unprovoked attack victims in the 1990s?

3. What was Bill Whitman doing and where, when he got his arm bitten by a shark in 1947?

Visualisation Basics

Look At

• Adding visualisations to canvas

• Dragging fields to build the visualisation

• Moving & Resizing

• Convert visualisations from one to another

• Simple formatting

Combination Charts

• Use when you want to combine two different measures on the same chart

• Line/Column, Line/Stacked Columns

• Two X-Axes

• Format Axes etc

• Simple formatting

Filters and Slicers

• Filters

• Report Level

• Page Level

• Basic v Advanced

• Slicers

• On-canvas interactive visual filter

• Select All

• Add search

• Single Select

• Formatting

Using Maps

• Bubble Map

• Bubble over a World Map

• Use a data field to determine the size of the bubble

• Filled Map

• Match a country and fill the area

• Use colour to indicate high/low values

• Use Lat/Long if poss

• Declare data types

Sharing

• Share Dashboards, Reports and Tiles

• Publish a report to the web

• Share with colleagues

• Create a Group (requires Power BI Pro license)

• Print/Save as PDF

Other people

can

When you:

Share a

dashboard

When you:

Create a

dashboard in

a group

When you:

Publish a

content pack

When you:

Publish to the

web

View and

interact

yes yes yes yes

Edit the

original

no yes no no

Create their

own copies

no yes yes no

Share with

others

colleagues,

yes. others, no

yes no no

Add to Your SharePoint Site

• Add Power BI WebPart to a modern page in SP Online

• Show a page of your Power BI Report

• Web part options

Thank YouAny Questions?

@m_Macrae

Mark.Macrae@c5alliance.com