Formulating a Power BI Enterprise Strategy

Teo Lachev, Prologika

Brian Jackson, Microsoft

Agenda

• 8:30-9:00 – Networking and introductions

• 9:00-10:30 – How Power BI empowers businesses like yours

• 10:30-10:40 – Break

• 10:40-11:45 – Plan a data access strategy, hybrid architecture case study

• 11:45-12:00 – Q&A

• We welcome questions during the presentation

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About Teo

• Consultant, author, and mentor in Data Analytics

• Owner of Prologika – consulting and training companybased in Atlanta (prologika.com)

• Microsoft Gold Partner in Data Analytics

• Power BI Red Carpet Partner

• Microsoft SQL Server MVP since 2004

• Founder and leader of Atlanta BI group (atlantabi.sqlpass.org)

About Brian

24 years of industry experience, 10 years at Microsoft

• Data Solution Architect, Microsoft

• Many Fortune 500 implementations of SSAS, SSRS, SSIS, Office 365, SharePoint

• Prior to Microsoft – HP, US Air Force

• Fun fact: started as an IBM 370 Mainframe Assembler Programmer

Passion for Certification

• Passed all Microsoft Azure exams: 70-532, 70-533, 70-534, 70-473, 70-475

• Microsoft Certified Solution Master Data Platform

• Helped write first SQL Server Business Intelligence exams

• Certified on every version of SQL since SQL 7.0 in 1998

What's Power BI?

• An umbrella name for:• Power BI Service (powerbi.com) – a modern cloud-based platform for sharing BI content

(weekly updates)

• Power BI Desktop – free Windows app for self-service data modeling and building reports

(monthly updates)

• Power BI Mobile – a set of native apps for iOS, Android, and Windows devices

• Power BI Embedded – a cloud service for integrating Power BI reports in custom apps

• What Power BI is not• Power BI for Office 365

• SharePoint-dependent

• Excel-dependent

• Replacement of SSRS

• Immature technology

Power BI Technical Architecture

Cloud-based service

SSRS

Coming up…

Power BI for You

For Business Users

• Connect to many cloud and on-premises data sources

• Import and analyze data from Excel files

• Analyze data from popular cloud services

• Instant report and dashboards

• Get predefined dashboards from content packs

• Create ad-hoc reports

• Ask questions through natural language query (Q&A)

• Share dashboards with your coworkers

• Mobile applications and alerts

• Native mobile applications for iPad, iPhone, Android, and Windows

• Create and receive alerts and important data changes

Power BI Mobilehttps://powerbi.microsoft.com/mobile

• Download native apps for iPad, iPhone, Android, and Windows

• View and change reports

• Annotate and share

• Receive alerts about important changes (iPhone app only)

DemoUsing Content Pack

For Business Analysts

• Connect to all of your data

• On-premise databases and files

• Cloud-based solutions

• Clean, transform, and shape data

• Design sophisticated data models

• Create powerful business calculations

• Two options to create data models and publish to Power BI

• Freely-available Power BI Desktop

• Microsoft Excel

Choose Your Design Environment

DemoPower BI Desktop

Classic Organizational BI Solution

Data SourcesData is extracted from

data sources,

transformed, and

loaded into DW

Data WarehouseData is stored in

dimensional schema

consisting of dimension

and fact tables

DimensionTables

FactTables

ETLIntegration Services

Semantic LayerGreat performance

Business calculations

Reduced reporting effort

Security

Descriptive & predictive analytics

Multidimensional

Tabular

Report ClientsStandard reporting

Ad-hoc reporting

Dashboards

Power BIExcelSharePointThird party Tools

Analytical

Reporting

For BI Pros

• Establish trustworthy environment• Content sharing with workspaces

• Content sharing with content packs

• Set up gateways to access on-premises data sources

• Implement hybrid BI solutions• Single version of truth

• No need to move data to the cloud

• Performance

• Security

Live Power BI dashboards and reports

Cloud

On-premises

SQL Server Analysis Services

Live Query

DemoPower BI Gateway - Enterprise

For Developers

For more information, visit dev.powerbi.com

DemoCustom visuals

10 Criteria Where Power BI Excels Competition

Overall

1. A component of MS Data Platform – no tool is a kingdom on its own

2. Cloud first – agility, no installation footprint, integration

3. Cost – Power BI Desktop is free, Power BI Mobile is free, Power BI Service via O365 E5 plan

For Business Users

4. Easy to get started with content packs and get data

5. Productivity features – Q&A, Quick Insights

10 Criteria Where Power BI Excels CompetitionContinued

For Data Analysts

6. Data shaping and transformations – cleanse and shape data

7. Sophisticated data models – on a par with models built by BI pros

8. Powerful programming language – implement any business calculation

For BI Pros

9. Flexible data connectivity options – live connections, hybrid architectures

For Developers

10. Extensible platform

Power BI Embedded

Custom visuals

APIs for access to content, such as for pushing data (real-time dashboards)

Break

Planning Data StrategyData Import Live Connection

Data location Original data source

Power BI cached dataset

Original data source

Data size Constrained by available memory on

desktop

Limited to 1 GB in Power BI Service

None

Report queries Send to data model Sent to original data source

Performance Excellent and predictable Depends on the data source

Data refresh Required to sync changes

(except when models are deployed to

OneDrive or SharePoint Online)

Not needed

Gateway Required for on-prem refreshable data

sources

Required for direct

connection to on-prem data

sources

Mash up data

from multiple data

sources

Yes No

Supported data

soures

ManySQL Server, Oracle, Terradata, DB2, MySQL,

SharePoint List (on prem),

Files (CSV, XML, Text, Excel, Access)

Folder

Excel Power Pivot (via Power Query only)

Power BI Designer

Cloud

SQL Azure Database

Azure Data Warehouse

Azure Spark

Amazon Redshift

(soon) Impala

On premises

Analysis Services

SQL Server

SAP Hana

Oracle

Teradata

Power BI

Datasets

Cloud Services

(DirectQuery)

On-premise Data

Analysis Services,

SQL Server, SAP Hana,

...

Enterprise Gateway

(DirectQuery and

refresh)

RefreshableData Sources

(RDBMS, Power Query, ...)

Personal

Gateway

Cloud Services

(no direct connect)

Live connection

Import/Refresh Service

Feature Connect live to your existing on-premises

data, including SQL Server Analysis

Services

o You can keep your data on-premises and

enable BI analysts / end users to create

Power BI reports

o Connect to and refresh data securely via

Azure Service Bus (SSL encrypted

connection)

o Service Bus only uses an outbound port, it

does not require an inbound port to be

opened on the on-premises firewall

Live Power BI dashboards and reports

Cloud

On-premises

SQL Server Analysis Services

Live Query

SaaS solutionse.g. Marketo,

Salesforce, GitHub,

Google Analytics

On-premises Data

OrganizationalCorporate data sources

or external data

services

Azure servicesAzure SQL, Stream

Analytics…

Connect live to your on-premises dataData sources

Feature

Realize the benefits of a SaaS-based BI

solution without moving your data to the

cloud

Everything in the service is encrypted -

Power BI uses HTTPS for all traffic

For on-premise sources, e.g. SSAS, role-

based and row-level data security is applied

Data remains on-premise, only query is

stored in Power BI

Power BI requires valid accounts that meet

the requirements of the specific data source

Please see table for authentication methods

Keep your data where it is and connect securely

Authentication

method

Select data sources

that use this method

Basic SQL Azure, Marketo, ODATA Feed

Account key Blob store. Table store, HDInsight

OAuthSalesforce, Google Analytics,

ODATA Feed

Marketplace key Azure Marketplace

Anonymous ODATA Feed, Web

Data authentication methods

Data sources

SaaS solutionse.g. Marketo,

Salesforce, GitHub,

Google Analytics

On-premises Data

OrganizationalCorporate data sources

or external data

services

Azure servicesAzure SQL, Stream

Analytics…

Data sources

Feature

o Azure SQL Database

o Azure SQL Database Auditing

o Azure Stream Analytics

o Azure SQL Data Warehouse

Consume structured/unstructured data from other Azure services

HDInsight

Storage

Event Hubs

Machine Learning

SQL Server

Stream Analytics

Power BI

Data sources

SaaS solutionse.g. Marketo,

Salesforce, GitHub,

Google Analytics

On-premises Data

OrganizationalCorporate data sources

or external data

services

Azure servicesAzure SQL, Stream

Analytics…

Data sources

Feature

Expand with Azure Services and Power BI

Power BI

HDInsight

Storage

Event Hubs

Machine Learning

SQL Server

Stream Analytics

Data Factory

Data sources

SaaS solutionse.g. Marketo,

Salesforce, GitHub,

Google Analytics

On-premises Data

OrganizationalCorporate data sources

or external data

services

Azure servicesAzure SQL, Stream

Analytics…

Data sources

Scenario 1Data Analyst and Heterogeneous Data

• Data is imported into a single model

• Power BI Desktop

• Excel

• Model is deployed to Power BI Service (size must be <= 1 GB)

• Refresh is scheduled

• Enterprise or personal gateway must be installed

• Unless the model is saved to OneDrive or SharePoint Online

Scenario 2IT Builds a On-prem Semantic Model

• SSAS semantic model is build on top of data warehouse/data mart

• Single version of truth

• Deployed to a dedicated server

• Scale to terabytes

• (Alternative) Direct access to RDMBS (SQL Server, Oracle…)

• Direct Query is used

• No data is deployed to Power BI

• No refresh is required

• Enterprise gateway is installed on premises

Scenario 3IT and Direct Query Cloud Source

• Direct Query is used

• SQL Azure Database

• Azure Data Warehouse

• Amazon Redshift

• Azure Spark

• Impala

• No data size limitation and no refresh is needed

• No gateway is required

• Performance depends on data source

Scenario 4IT and Non-direct Query Cloud Source, e.g. Salesforce

• Data is imported

• Content pack (up to 1 GB data size)

• Custom import in Power BI Desktop

• Solution template can be used (currently Salesforce, Dynamics CRM and Twitter

only)

• Gateway is required if data is staged to on-prem database

Implementing Hybrid Architecture Case Study

Thank you!Please feel in survey

1. How did we do?

2. How can we improve?

3. What other public events you're interested in?

http://bit.ly/powerbiseminarsurvey

Stay in touch:teo.lachev@prologika.com

@tlachev

http://prologika.com (blog, newsletter, sample code, …)