Turn your data into visually immersive and interactive
insights using Power BI
John White
POWER OF THE CLOUD
MICROSOFT CLOUD
POWER USER CONFERENCE
JUNE 14TH, 2019
Thank you Sponsors!
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John P White, M.Sc.
CTO/Co-Founder of tyGraphOffice Apps and Services MVP Data Platform MVP
[email protected]://whitepages.unlimitedviz.com@diverdown1964
Subscribe & listen to our podcast at
BIFocal.show
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Agenda
Building Blocks
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What is Business Intelligence?
Business intelligence (BI) is the transformation of raw data into meaningful and useful information for business analysis purposes. ….BI technologies provide historical, current and predictive views of business operations. Common functions of business intelligence technologies are reporting, online analytical processing, analytics, data mining, process mining, complex event processing, business performance management, benchmarking, text mining, predictive analytics and prescriptive analytics.
- Wikipedia
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What is Business Intelligence?
"Business Intelligence is like teenage sex: everyone talks about it, nobody really knows how to do it, everyone thinks everyone else is doing it, so everyone claims they are doing it."
“Without data, you’re just another person with an opinion”
W. Edwards Deming,
Data Scientist
Reporting
Monitoring PlanningReal Time Reporting
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Classic enterprise BI architecture
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Self Service BI – Excel and PowerPivot
.xlsx file
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Self Service BI – SharePoint Online
Online
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Self Service BI – SharePoint and Power BI
Online
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Business Intelligence grow-up story
Analyst Team Enterprise
Service
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Self Service BI – Power BI Service
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Data Acquisition – Get Data
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Data Acquisition – Service Apps
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Data Acquisition - Files
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Data Acquisition - Databases
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Dashboards
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Workbooks
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Workspaces
V1 - Designed for groups
V2 – Not attached to Office 365 Groups
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Apps
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Dataflows
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Demos
Importing data from CSV
Working with dashboards
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Power BI Desktop
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Browser
✓Get Data (limited)
✓Power BI visuals
Edit queries
Modify data model
✓Create/edit/use reports
✓Create/edit/use dashboards
✓Q&A
✓Configure data refresh
✓Create/edit/use Apps
Desktop
✓Get Data
✓Power BI visuals
✓Edit queries
✓Modify data model
✓Create/edit/use reports
Create/edit/use dashboards
✓ Q&A
Configure data refresh
Create/edit/use Apps
Consumption (Browser) vs Design (Desktop)
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Self Service BI – Power BI Desktop
.pbix file
Get Power BI Desktop
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Connect to many data sources
Data Transformation
Combine multiple queries
into single modelRefreshable
ETL - Power Query or Get Data (M)
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Calculated columns
Calculated measures
Calculated tables
Data categorization
Custom sorting
Modeling – PowerPivot or DAX
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Year, Quarter, Month, DayAutomated
M Expression (Power Query)
DAX expressions
From a data source
Relate to date
columns
Time Intelligence
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Identical to PBI Service
32 OOB visuals
Open Source Custom
Visuals Gallery
Cross Filtering and Drilldown
Filter at 4 levels
Visualizations
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Visualizations Pane
4 Scopes
Visual
Page Level
Report
Drillthrough
Not Slicers Filters pane
Not available to anonymous
Filters
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Phone onlyLayout only
Power BI Mobile app
Mobile Designer
SharePoint Data Sources
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SQL Server Reporting Services / Power BI Report Server
Paginated Reports
SQL Server Integration Services (SSIS)
Extract-Transform-Load
Power Query
“Get Data” in Power BI and Excel
BI Tools for SharePoint Data
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Applies to Excel and Power BI
Multiple options
Cached data model
Less perf impact, manageable
Supported by SQL Server Analysis
Services (SSAS), Azure Analysis Services (AAS)
Mashup with multiple data sources
Helpers for complex SharePoint data types
All on-premises sources work with the
On-Prem data gateway
Power Query and SharePoint Data
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OData
Siteurl + /_vti_bin/listdata.svc
SharePoint List / Online List
SharePoint Folders
SharePoint documents
Power Query SharePoint Data Connectors
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Person
Hyperlink or Picture
Managed Metadata
Lookup
Choice
Rich Text
Location
Complex SharePoint column types
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FieldValuesAsTextColumn
Extensions
Build relational tables
Techniques for Complex Data
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Working With Blog SeriesUsing Power BI to Report on Multi-Value SharePoint Fieldshttps://whitepages.unlimitedviz.com/2018/01/using-power-bi-to-report-on-multi-value-sharepoint-fields/
Using Power BI to Report on Person Fields in SharePointhttps://whitepages.unlimitedviz.com/2018/01/using-power-bi-to-report-on-person-fields-in-sharepoint/
Using Power BI to Report on Managed Metadata Fields in SharePointhttps://whitepages.unlimitedviz.com/2018/04/using-powerbi-report-managed-metadata-fields-sharepoint/
Using Power BI to Report on Rich Text Data Fields in SharePointhttps://whitepages.unlimitedviz.com/2018/04/power-bi-report-rich-text-sharepoint/
Using Power BI to Report on Hyperlink or Picture Fields in SharePointhttps://whitepages.unlimitedviz.com/2018/04/powerbi-report-hyperlink-picture-fields-sharepoint/
Using Power BI to Report on Lookup Fields in SharePointhttps://whitepages.unlimitedviz.com/2018/04/using-powerbi-report-lookup-fields-sharepoint/
Using Power BI to Report on Location Fields in SharePointhttps://whitepages.unlimitedviz.com/2019/01/using-power-bi-to-report-on-location-columns-in-sharepoint/
Demos:
Working with SharePoint Data
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SharePoint as a Report Canvas
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Client side rendering
No server configuration
Works best with Groups
Online only
SharePoint Modern – Power BI Web Part
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Client side rendering
License required
Treat like media embed
Script web part
Modern or classic
Online or on prem
SharePoint Classic – Secure Embed
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Staying current
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Realtime vs Real “enough” time
Data Latency
Co
mp
lexi
ty/C
ost
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On Demand (manual)
Automatic daily, weekly, Up to 8 times per day
Token cached in service
Failure alertsOn-premises data through
gateway
Refresh
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On premises data gateway
Azure Service Bus
On-premises
FilesSharePoint
On-premises data GatewayData source connection credentials can only be decrypted by the gateway
Cloud
Gateway Cloud ServiceData source connection credentials are encrypted
Cloud Services
Power BI, Microsoft Flow etc.
PowerApps
On-premises data sources SQL ServerOther
Data Sources
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Personal vs Enterprise
Gateway machine
Access configured in
portal
Configuring the Gateway
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Data refresh
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Direct Query - Databases
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Direct Connect - SSAS
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On Premises
Analysis Service Tabular
Analysis Services Multidimensional (cubes)
SQL Server
SAP HANA
IBM Netezza
Oracle
Teradata
Snowflake
SAP Business Warehouse
Cloud
Amazon Redshift
Impala
Azure Databricks
Azure HDInsight Spark (Beta)
Azure SQL Database
Azure SQL Data Warehouse
Google BigQuery (Beta)
Impala (version 2.x)
Direct Query supported data sources*
https://docs.microsoft.com/en-us/power-bi/desktop-directquery-data-sources
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Designing for the Gateway
Wrapping up
Subscribe & listen to our podcast at
BIFocal.show
THANK YOU FOR ATTENDING
PLEASE FILL IN YOUR EVENT EVALUATIONS
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Q&APOWER OF THE CLOUD
MICROSOFT CLOUD
POWER USER CONFERENCE
JUNE 14TH, 2019