the power of power bi -...
TRANSCRIPT
2013 © Trivadis
BASEL BERN BRUGG LAUSANNE ZUERICH DUESSELDORF FRANKFURT A.M. FREIBURG I.BR. HAMBURG MUNICH STUTTGART VIENNA
2013 © Trivadis
The Power of Power BI
Marc Schöni, Microsoft Schweiz
Meinrad Weiss, Trivadis AG
April 2014
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The company
Trivadis is a market leader in IT consulting, system integration,
solution engineering and the provision of IT services focusing
on and technologies in Switzerland,
Germany and Austria.
We offer our services in the following strategic business fields:
Trivadis Services takes over the interacting operation of your IT systems.
O P E R A T I O N
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More than 600 Experts
Hamburg
Düsseldorf
Frankfurt
FreiburgMünchen
Wien
BaselZürichBern
Lausanne
4
Stuttgart
Brugg
12 Trivadis branches and more than
600 employees
200 Service Level Agreements
Over 4,000 training participants
Research and development budget:
CHF 5.0 / EUR 4 million
Financially self-supporting and
sustainably profitable
Experience from more than 1,900
projects per year at over 800
customers
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All levels, one partner
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Easier through holistic strategy
We reduce the complexity of the challenges for our customers
through the interaction:
Own methods (Best Practices) and products
Translation of business requirements into IT
Comprehensive Know-how
(Plan-Build-Run-Train)
Project support on entire lifecycle
Transfer of knowledge through
practice proven training
Run
Train
Plan
Build
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Some of over 800 customers
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Five reasons
Single-source IT consulting and system integration
Combined technology and specialised expertise
19 years of experience and 1,900 successful Microsoft and Oracle-based projects per year
Accompaniment throughout the entire IT project lifecycle at every level
Transfer of know-how with hands-on training
efficient – experienced – personal
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Let‘s start!
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Introduction
Excel as a Client Tool
Power View & Power Map
Power Pivot
Tabular Model
Introduction to DAX
Power View & Power Map
Power Query
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Agenda
Empowering the Enterprise
Rules & (Data) Governance
SharePoint and Office 365
Scale to the Max
Master Data Solution
Big Data
Next Steps
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Introduction
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The world of data has changed
By 2015, organizations integrating high-value, diverse, new information types and sources into a coherent information management infrastructure will outperform their industry peers financially by more than 20%.
– Gartner, Regina Casonato et al., “Information Management in the 21st Century”
Consumerizationof IT
10xincrease every five years
85%from new data types
Dataexplosion
4.3connected devices per adult
27%using social media input
Evolution of BI
Evolution of BI
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Traditional
Data
extraction
Building
models
Creating
reports
End UserIT/Developer
Self-service
Power User
The classic way
IT builds everything from
top to bottom
The hybrid way
IT builds the data models
and some standardized
reports; users leverage
models
The agile way
IT controls access to
source data, enabling
users to build models
and visualizations
Classic vs. Self-service BI
Sco
pe
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The Power of Power BI R 1.01
15 years of innovation
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Excel (Pivot)
Data Sources Data
Preparation
Data Storage Data Analysis Data Access
OLTP
Database
ERP Database
Departmental
Database
Extract
Transform
Load
Filter
Cleanse
Schedule
Data
Warehouse
Data Mart
OLAP
In-Memory
Analytics
Portals
Data Mining
Reports- Tablix
- Drill
- Visualisations
Graphs- Charts
- Ad-hoc
- Dynamic
Dashboard- Mash-up
- Collaborate
- Search
DBMS SSIS DBMS SSASReporting Services
Power
View
Power PivotPower PivotPower Query
Power Map
MDS
Excel (Pivot)
Data Sources Data
Preparation
Data Storage Data Analysis Data Access
OLTP
Database
ERP Database
Departmental
Database
Extract
Transform
Load
Filter
Cleanse
Schedule
Data
Warehouse
Data Mart
OLAP
In-Memory
Analytics
Portals
Data Mining
Reports- Tablix
- Drill
- Visualisations
Graphs- Charts
- Ad-hoc
- Dynamic
Dashboard- Mash-up
- Collaborate
- Search
DBMS SSIS DBMS SSASReporting Services
Power
View
Power PivotPower PivotPower Query
Power Map
MDS
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Trivadis Management Reporting & Analysis
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Time consuming reporting
Low degree of transparency
Different and contradictory figures from various sources (Excel islands)
Manual and partly inefficient controlling processes
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The Initial Situation (2009)
Reorientation necessary
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Analysis (incl. technology evaluation) 1 Month
Trimaran prototype for pilot users 2 Months
Modular development in small steps Every 3 Months- Services, revenue (SAP ERP)
- Planning (budget)
- Migration existing reporting
- Cost and profit/loss (SAP ERP)
- Employee master data (SAP ERP)
- Opportunities / leads (SAP CRM)
- Automated monthly closure
- Standard Cockpits
- Planning (rolling forecast)
- Project profitability & standard cost rates
- Demo version and reference story
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The Development – What have we done?
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Evaluated Vendors and Products
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State of the art products (End-to-End)
Know-How
Within Trivadis
Worldwide (Newsgroup, Training, …)
Moderate License prices
Excel Integration
Customer references
Stability, Performance, Scalability
Big Vendor
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Reasons for Microsoft
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The Development Organisation
Executive Board
(Steering Commitee)
Controlling
(Project Owner)
Standard Reports
Development
Support
Sponsoring
Priorities
Operations Zürich / Bern
(Development Partner)
Special Development
Technical Knowhow
Infrastructure
Concepts
Users
Ad-Hoc Reporting
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1. Monthly closure / controlling
2. Internal accounting and Profit/loss
3. Planning
Budget
Forecast
Target
4. Deviation analysis
5. Controlling Calculations
Revenue accruals
Bonus accruals
Various cost allocations
Etc.
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The Tasks – Who is using Trimaran within Trivadis?
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12 locations
>170 users
Executive Board
Location Managers
Unit Managers
Project Managers
Key Account Managers
BackOffice (HR, Accounting, Order Processing, Controlling Etc.)
> 380’000 Reports Total
~ 500 reports per day
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The Usage
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Trimaran Architecture
Analysis
Services
SQL Server Excel / Reporting
Services
Wiki
Integration
ServicesIntegration
Services
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Reporting Services Sample
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Standard Lifecycle
Quality!
Duration?
Flexibility?
Agility?
Agile Lifecycle
Quality…
Duration…
Flexibility!
Agility!
Product Backlog
Sprint Backlog
4 – 6 weeks
24 hours
Product Increment
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Simple and fast reporting
Highly automated effortless processes
Modular and future-proof sustainable development
High degree of transparency in corporate management
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The Benefits – What is Trivadis gaining?
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Excel as a Client Tool
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Excel (Pivot)
Data Sources Data
Preparation
Data Storage Data Analysis Data Access
OLTP
Database
ERP Database
Departmental
Database
Extract
Transform
Load
Filter
Cleanse
Schedule
Data
Warehouse
Data Mart
OLAP
In-Memory
Analytics
Portals
Data Mining
Reports- Tablix
- Drill
- Visualisations
Graphs- Charts
- Ad-hoc
- Dynamic
Dashboard- Mash-up
- Collaborate
- Search
DBMS SSIS DBMS SSASReporting Services
Power
View
Power PivotPower PivotPower Query
Power Map
MDS
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1.000.000.000 Users
worldwide(Estmation by Microsoft)
14% of
Worldpopulation
A very popular tool ;)
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Excel reporting based on the Power Pivot or SSAS data models:
PivotTables and PivotCharts
CUBE functions
Power View
Apps for Office
If the workbook will be rendered by Excel Services, only use Excel client features that are supported
Introducing (Power) Pivot Reporting
These report types can be rendered
by Excel Services in a web browser
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VBA macros
ActiveX controls
External formula references (to other workbooks)
Query tables, SharePoint lists, Web queries, text queries
Cell comments
OfficeArt technologyShapes, WordArt, SmartArt, organization chart, diagrams, signature lines, ink annotations
Macro-enabled workbooks (.xlsm)
Protected Workbooks
Introducing (Power) Pivot ReportingExcel Client Features Not Supported by Excel Services
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The PivotTable Fields exposes the resources
of the data model:
Calculated fields, KPIs, and hierarchies
– grouped by table
Four drop zones are used to configure the
layout of the PivotTable
Filters
Columns
Rows
Values – calculated fields only
Introducing (Power) Pivot ReportingPivotTables
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Add Slicers for interactive
filtering
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PivotCharts can be based on a PivotTable
Can be placed on the same or separate worksheet as the PivotTable
Configuration is similar to the PivotTable
Two drop zones change name and behavior:
Column Labels becomes Legend Fields
Row Labels becomes Axis Fields
Introducing (Power) Pivot ReportingPivotCharts
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Excel includes seven CUBE functions that can retrieve data model members and values:
CUBEMEMBER returns a member from a cube dimension
CUBEVALUE returns a value from the cube, and can be filtered using report filters and slicers
CUBESET returns a set of members
CUBESETCOUNT returns the count of members in a set
CUBERANKEDMEMBER returns the nth member in a set
CUBEMEMBERPROPERTY returns a member property
CUBEKPIMEMBER returns a KPI property
Introducing (Power) Pivot ReportingCUBE Functions
The Power Pivot data
model does not support
member properties
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The CUBE functions allow creating Excel report layouts cell-by-cell based on an Analysis Services BI Semantic Model (BISM)
Only works for data models that can be queried with Multidimensional Expressions (MDX)
Power Pivot and Analysis Services Cubes can be queried by using MDX
Report layouts can allow user input by using slicers, timelines and cell values (simulating parameters)
The CUBE function arguments can be defined by using expressions – both by using Excel expressions and MDX expressions
Introducing (Power) Pivot ReportingCUBE Functions (continued)
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A CUBE function report layouts can be created by converting a PivotTable to formulas – it is a one-way conversion, and can be helpful for beginners learning to write CUBE formulas
Learning MDX to retrieve set of members will be helpful
Using the CUBE functions can work well for some report designs, and not so well for others
Formulas for cells must be created at design time, so report layouts work best for known set sizes (four quarters for a year, top 10 customers, etc.)
Introducing (Power) Pivot ReportingCUBE Functions (continued)
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Apps for Office are new in Excel 2013
Allow visualizing data from Excel tables or worksheet ranges
They carry a light footprint and use web standards-based technologies such as HTML5, JavaScript, CSS3, XML, and REST API
Can be embed into Office documents and use a browser control in a secure app runtime environment
Apps are discoverable and are downloaded from the Office Store
Some apps are free
Introducing (Power) Pivot ReportingApps for Office
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Report layouts can be enhanced with additional features supported by Excel Services:
Charts
Embedded Images
Conditional Formatting
Slicers
Sparklines
Hyperlinks
Outlining
Enhancing Reports with Excel Features
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A rich range of charts can be added and based on worksheet data
There are numerous options to configure the look and feel
Enhancing Reports with Excel FeaturesCharts
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Images can be inserted into worksheets
Ideal for corporate logos, etc.
Excel Services does not support linked images
Enhancing Reports with Excel FeaturesEmbedded Images
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Numerous rule types can be
used to format cells:
Highlight Cells
Top/Bottom
Data Bars
Color Scales
Icons, ideal for KPI status
Enhancing Reports with Excel FeaturesConditional Formatting
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Visual controls that support quick, easy, interactive filtering
Position on a worksheet like charts and shapes
Slicers can pass selected member(s) to:
PivotTables
The CUBEVALUE function
Slicers can:
Be referenced by multiple items
Be parameterized
Be formatted using styles
Visually indicate items with no data
Enhancing Reports with Excel FeaturesSlicers
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Timelines allows filtering by calendar time periods
It requires a visible Power Pivot data model column that stores date values
This could remove the need to create a date table and/or a calendar hierarchy
It allows filtering by:
An individual calendar year, calendar quarter, month or date, or
A contiguous range of calendar years, calendar quarters, months or dates
Like slicers, timelines can be:
Connected to multiple PivotTables
Passed into the CUBEVALUE function
Enhancing Reports with Excel FeaturesTimeline
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Represent a workbook data range, and typically a time series
Types include:
Can be customized with the Axis Options and formatted using styles
Use merged cells to enlarge their appearance
Enhancing Reports with Excel FeaturesSparklines
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Hyperlinks are useful for accessing and viewing related information
Scenarios:
Open a document, file, or web page in a new window
Start an email program and create a message
Navigate to different locations within the current workbook
Open another Excel workbook in web browser view to a specific location
Enhancing Reports with Excel FeaturesHyperlinks
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Excel can create an outline of data to allow
users to expand/collapse levels of details
Available from the Data ribbon tab, inside
the Outline group
Supports up to eight levels
Enhancing Reports with Excel FeaturesOutlining
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Excel Cube Functions wiki site
http://www.excelcubefunctions.com
Book: “Microsoft SQL Server 2008 MDX Step by Step”
Publisher: Microsoft
Author: C. Ryan Clay
Book: “Excel Dashboards and Reports”
Publisher: Wiley
Author: Michael Alexander
Resources
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Power View
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Power View is a SQL Server Reporting Services authoring experience now available in Excel 2013
Power View in Excel 2013 requires a tabular data model, including a Power Pivot data model
Report sheets can be added to the workbook and configure to produce interactive data exploration,
visualization, and presentation experiences
Highly visual design experience
Rich meta-driven interactivity
Presentation-ready at all times
It can enable intuitive ad-hoc reporting for business users
Available also in SharePoint 2013 with the Reporting Services add-in
Introducing Power View
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Introducing Power ViewExample
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Power View for Excel 2013 requires:
Office Professional Plus edition, or
Office 365 Professional Plus edition
Silverlight
The Map data visualization requires internet connectivity (Bing Maps)
Introducing Power ViewSystem Requirements
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Introducing Power ViewPower View Audiences
Business Analysts
• Create Power View reports
• Publish workbooks consisting of
reports
Users
• Search for, and view and
interact with, published
workbooks that contain Power
View reports
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A workbook can consist of multiple Power View reports
A Power View report is created by using the Insert ribbon tab
If a range of data is selected when creating the report, the range will be automatically added to the workbook data model, and the report will display the data
If no range is selected, and a workbook data model is created, the Power View Fields will display the data model fields
All reports commence by creating a table, and this is achieved in the Power View Fields by selecting a table (if default field list was defined), or checking individual fields
Creating Power View Reports
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A table can be converted to the different data visualizations (charts or map) and its layout configured
It is possible to drag fields into the layout zones
Also, selecting a field reveals a down arrow, to select the placement zone
Different visualization types have a different layouts
To create a new table, click on a blank area of the report canvas
Creating Power View Reports (continued)
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Table, Matrix and Card (single visualization per table record)
Table has fixed columns
Matrix allows grouping on columns
Charts:
Bar (stacked, 100%, clustered)
Column (same as bar, but vertical)
Other (line, scatter, other)
The scatter chart can be animated across time
Maps
The Map requires internet connectivity to communicate with Bing Maps
Creating Power View ReportsData Visualization Types
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Reports can be enhanced with:
Themes (fixed styles of fore and background colors, and fonts)
Images – free-standing and background
Textbox labels
Numeric table values can be formatted
Different data visualizations have different layout abilities
Refer to the available commands on the Layout ribbon tab when configuring a data visualization
Creating Power View ReportsEnhancing Reports
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Reports can be filtered in different ways:
Filter the entire report in the Filters pane
Drag and drop fields and set filter conditions
Filter a single data visualization
Select the filter icon in the top right corner of the data visualization
Add a slicer
Single-column table can be converted to a slicer to allow user interactive filtering
Multi-selection is possible by pressing the control key
Select chart areas (pie segments, bars or lines) This will filter the entire view, and can be reset by clicking a blank area of the chart
Creating Power View ReportsFiltering Reports
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Table columns can be sorted by clicking the column header
First click is ascending, the second click descending, etc.
Sort can also be configured by clicking the options in the top right corner of the data visualization
Fields and sort order can be set
Creating Power View ReportsSorting Data
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Power Map
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Power Map is a new add-in for Excel to interactively visualize spatial data in 3D
Requires a tabular data model, including a Power Pivot data model
Animated tours can be created and played in the Excel client or exported to MP4 video
Static images can be copied to the clipboard
Introducing Power Map
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Introducing Power Map Power Map Audiences
Business Analysts
• Produce tours
• Render and publish tour
videos
Users
• Search for, and view,
published Power Map tour
videos
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Supported Operating Systems:
Windows 7, Windows 8, Windows Server 2008 R2
Office versions:
Office Professional Plus 2013
Office 365 ProPlus, Midsize, E3, E4, A3, A4, G3, G4
DirectX10 graphics card
Internet connectivity for Bing maps
Available for 32-bit (x86) and 64-bit (x64) platforms
The selection must match the architecture of the installed version of Office
Introducing Power MapSystem Requirements
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The Power Map Window allows creating and managing a single tour
Tours consist of scenes, and scenes can be configured with layers of data
Introducing Power MapPower Map Ribbon
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1. Create a workbook and develop a Power Pivot data model, or connect to an external tabular database
2. Create tours, consisting of a sequence of scenes
3. Configure the map and map layout for each scene
4. Introduce layer(s) to visualize data superimposed on each scene
5. Annotate the map with charts, textboxes and legends
6. Configure transition properties between the scenes
7. Produce and share an MP4 video of the tour
Introducing Power MapDevelopment Methodology
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A tour connects to a single data model and can defines an ordered set of scenes
Each scene represents a map area, and settings allow configuring:
Name
Time duration
And transition effects into the next scene
Themes can be applied to the map
Working with Power MapConfiguring Scene Settings
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A scene can have zero or more layers
Each layer relates analytic data via a spatial relationship to a map
Spatial relationships can be defined by latitude and longitude,
or text labels of spatial locations (city names, country names,
zip codes, etc.) which require geocoding by Bing Maps
Data visualization properties allow setting:
Type: Column, Bubble, HeatMap, Region
Layout fields according to the visualization type
Shape types can be configured also (square, triangle, etc.)
The Time property allows data visualization animated over time
Working with Power MapConfiguring Layers
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Each layer can define formatting and data properties
Each data visualization type has its own specific layer settings
Working with Power MapConfiguring Layer Settings
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Each scene can include (when appropriate):
2D charts
Textbox labels
Legends
Annotations, based on static text, or dynamic based on data values
Working with Power MapExpressing Feedback
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The tour can be watched from inside Excel providing the Power Map add-in is installed
Videos can be produced
Working with Power MapSharing Tour Videos
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Microsoft Download Center
Microsoft Power Map for Excel (Preview)
http://www.microsoft.com/en-us/download/details.aspx?id=38395
Resources
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1*1 Power Pivot
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Excel (Pivot)
Data Sources Data
Preparation
Data Storage Data Analysis Data Access
OLTP
Database
ERP Database
Departmental
Database
Extract
Transform
Load
Filter
Cleanse
Schedule
Data
Warehouse
Data Mart
OLAP
In-Memory
Analytics
Portals
Data Mining
Reports- Tablix
- Drill
- Visualisations
Graphs- Charts
- Ad-hoc
- Dynamic
Dashboard- Mash-up
- Collaborate
- Search
DBMS SSIS DBMS SSASReporting Services
Power
View
Power PivotPower PivotPower Query
Power Map
MDS
2013 © Trivadis
“Traditional” Excel
Excel 2010/13 Power Pivot
Reportin
g
Services
UD
M(MD
X)
Raw Data Store
Data Sources
Pivot
Table
Services
Excel Workbook (with Power Pivot)
BISM
(DAX)
In Process
“Analysis
Services”
xVelocity
store
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Excel 2013 includes the workbook data model to
mash-up and analyze data
Allows importing tables of data from different data sources
Creating relationships between tables
Creating simple calculated fields (aggregation of single columns)
The workbook data model is delivered with a client-side version of Analysis Services,
known as the xVelocity In-Memory Analytics Engine
The Power Pivot add-in for Excel provides a ribbon tab and a development window to
create more sophisticated data models
Office Professional Plus and Office 365 Professional Plus editions only
The add-in is disabled by default
Introducing Power Pivot
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A Power Pivot data model delivers:
An intuitive query-able resource that serves business user experiences
Integrates data from a variety of data sources, including:
Traditional data source, such as relational databases
Non-traditional sources, such as data feeds, text files and spreadsheets
Delivers accelerated access to potential extremely large data volumes – well beyond the row limits of an Excel worksheet
Encapsulates business rules with calculations and key performance indicators (KPIs)
Supports a rich variety of client tools, including those that deliver:
Interactivity, data visualization, reports, scorecards, dashboards, and custom experiences
• Represents a “single version of the truth”
Introducing Power Pivot
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Up to
50% faster
Up to
15x Compression
Save time
& cost
Power Pivot: Data Sources
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Data can be imported into the Power Pivot data model by:
- Copy-and-paste
- Querying external sources
- Linking Excel tables
- Power Query queries
Data imported into the data model is read-only, and can be refreshed
Importing Data
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Copied Excel or Power Pivot data ranges can be pasted to:
- Create a new Power Pivot table
- Append data to, or replace data in, an existing Power Pivot table that was created by a paste operation
When creating a table, Power Pivot automatically detects and sets the column data types
- The data type setting can be manually modified
Data can never be refreshed, only replaced by a copy-and-paste operation
Importing DataCopy and paste
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External data can be imported from:
- Databases
- Data feeds
- Files
Data can be refreshed (reloaded) from sources
Importing DataExternal Data Sources
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Importing DataExternal Data Sources (continued)
Microsoft SQL Azure
Microsoft SQL Server
Parallel Data Warehouse
Database:
Data Service:
Other Sources:
Oracle
Teradata
Sybase
Informix
IBM DB2
Others (OLEDB/ODBC)
Excel File
Text File
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Each option in the Get External Data group launches the Table Import Wizard
The Table Import Wizard:
Guides the analyst through the process of loading external data
Creates a data connection
Imports data and creates relationships
Importing DataExternal Data Sources – Table Import Wizard
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Excel tables can be linked to create Power Pivot tables
When the data in the Excel table is modified, the linked Power Pivot table data can be updated
Use the Power Pivot ribbon tab in the Excel workbook to:
Create new linked tables
Update all tables or the currently selected table
Use the Linked Table tab in the Power Pivot Window to update the linked table data
In the Power Pivot Window, linked tables are distinguished by a chain-link icon
Importing DataLinking Excel Tables
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Columnstore Provides Dramatic Performance
• Stores data in columnar format• Memory-optimized for next-generation
performance
Up to
50% faster
Up to
15x Compression
Save time
& cost
Realtime
work
Power Pivot: Raw Data Storage
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Allows viewing and exploring the data for a single table
by scrolling, sorting and filtering
The data is read-only
Calculated columns and calculated
fields can be defined in data view only
Introducing the Power Pivot WindowData View
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Allows viewing the tables,
calculated fields,
hierarchies and relationships
Hierarchies can be defined
in data view only
Introducing the Power Pivot WindowDiagram View
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Tables can be renamed, moved, and deleted
Columns can be renamed, copied and deleted
Column values can be sorted by a related column
The columns must be in the same table
A one-to-one relationship must exist between the columns
Use the Home ribbon tab to:
Modify connection properties
Set column data type and format
Modify column and row filters (for the purpose of exploring in the Power Pivot Window)
Preparing Data
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Use the Design ribbon tab to:
Freeze/unfreeze columns
Set column width
Set calculation options
Create and manage relationships
Modify table properties (column and row filters used to load data, or query text)
Preparing Data (continued)
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Relationships between tables must be one-to-many
They are automatically created when:
The source database defines foreign key relationships, and
The related tables are imported together using the Table Import Wizard
They can be manually created when:
At least one column stores unique values, and
The column data types are the same
Relationships can be configured by using a dialog box, or by drag-and-drop in
diagram view
Preparing DataDefining Relationships
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All columns expose a hierarchy with an All level and a single
level beneath consisting of members based on the distinct values
stored in the column
These hierarchies provide limited value as they do not provide exploration across
the data
Multi-level hierarchies can be created in diagram view
Hierarchy levels are based on columns from the same table
A one-to-many relationship should exist between the columns
The hierarchy level names default to the columns names, and can be renamed
Enhancing the Data ModelCreating Hierarchies
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Enhancing the Data ModelCreating Hierarchies – Example
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Perspectives allow narrowing the resources made available
to a user
Each perspective is defined by a name and the visible resources, including:
Tables, columns, calculated fields, KPIs and hierarchies
Client tools can connect to the data model or to a perspective of the data model
Perspectives are not security mechanisms
Enhancing the Data ModelCreating Perspectives
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Power Pivot: Visualization using Pivot Tables
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Introduction to DAX
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DAX = Data Analysis EXpressions
Designed to deliver easy-to-use constructs that allow extending a Power Pivot data
model with calculations
DAX defines two distinctly different types of calculations:
Calculated Columns to add new columns in tables
Calculated Fields (formerly named measures) to aggregate column values
The Power Pivot data model is tabular, so DAX provides functions that implement
relational database concepts
The DAX function libraries consist of many familiar Excel functions, as well as many
additional functions to support specific data modeling requirements
Introducing DAX
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DAX does not support addressing individual cells or ranges within Excel worksheets
Formulas can only reference tables, columns and calculated fields
Table references are enclosed in single quotes
The single quotes may be omitted if the table name does not include spaces, reserved characters or
words
Table names must be unique with the data model
Introducing DAXTable References
'US Sales'
Sales
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Columns are expressed in brackets following the table name
The table name is optional if the formula is defined in a calculation associated with the
table
Calculated fields are also expressed in brackets and are logically associated with a table
name
A calculated field cannot have the same name as a column in the associated table
Calculated field names must be unique with the data model
Introducing DAXColumn and Calculated Field References
Sales[SalesAmount]
[Sales]
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All expressions must begin with the equals (=) symbol
Arithmetic and Comparison operators are the same as those in Excel
Text concatenation uses the ampersand (&)
Logical operators:
AND: Double ampersand (&&)
OR: Double pipe (||)
NOT: Exclamation mark (!)
For example, this filter condition to include all sales for state WA but not for the Bike category
Introducing DAXExpressions and Operators
=[FirstName] & " " & [LastName]
[StateCode] = "WA" && [Category] <> "Bikes"
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DAX functions can be categorized into the following groups:
Excel functions (~80 functions)
Table functions
Aggregate functions
Relationship navigation functions
Context modification functions
Time Intelligence functions
Introducing DAXDAX Functions
Only commonly used functions
are introduced in this topic
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Introducing DAX FunctionsExcel Functions
Date and Time Information Math and Trig Math and Trig TextDATE ISBLANK ABS ROUND CONCATENATE
DATEVALUE ISERROR CEILING ROUNDDOWN EXACT
DAY ISLOGICAL EXP ROUNDUP FIND
EDATE ISNONTEXT FACT SIGN FIXED
EOMONTH ISNUMBER FLOOR SQRT LEFT
HOUR ISTEXT INT SUM LEN
MINUTE LN SUMSQ LOWER
MONTH Logical LOG TRUNC MID
NOW AND LOG10 REPLACE
SECOND IF MOD Statistical REPT
TIME IFERROR MROUND AVERAGE RIGHT
TIMEVALUE NOT PI AVERAGEA SEARCH
TODAY OR POWER COUNT SUBSTITUTE
WEEKDAY FALSE QUOTIENT COUNTA TRIM
WEEKNUM TRUE RAND COUNTBLANK UPPER
YEAR MAX VALUE
YEARFRAC MAXA
MIN
MINA
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Table functions return tables that are input to other DAX functions
Excel functions do not support table objects
FILTER(Table, Condition)
Returns a table filtered to include rows where the condition is True
ALL(Table), ALL(Column)
Returns all data for the specified object, ignoring context filters and without duplicates
This function are commonly used by the CALCULATE function
VALUES(Column)
Returns a single-column table containing valid values in a column in the current filter context
Introducing DAX FunctionsTable Functions
The CALCULATE function will be introduced later in this topic
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DAX implements six commonly used Excel aggregate functions that reference a
Power Pivot column (not Excel ranges)
SUM, AVERAGE, MIN, MAX, COUNT, DISTINCTCOUNT
These produce “simple” calculated fields:
DAX implements five additional functions that aggregate expressions over tables:
SUMX, AVERAGEX, COUNTAX, MINX, MAXX
The following example sums the sales for the Pacific region:
Introducing DAX FunctionsAggregate Functions
=SUM(Sales[SalesAmount])
=SUMX(FILTER(Sales, [Region] = "Pacific"), Sales[SalesAmount])
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RELATED(Column)
Follows existing many-to-one relationship to fetch the value from the specified column in the related table
The following example retrieves the tax rate for the related state:
RELATEDTABLE(Table)
Follows existing relationship (either direction) to return a table containing matching row(s) from the specified table
In a calculated column, the following example sums related SalesAmount values:
Introducing DAX FunctionsRelationship Navigation Functions
=RELATED(Region[RegionName])
=SUMX(RELATEDTABLE(Sales), Sales[SalesAmount])
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CALCULATE(Expression, Filter1, Filter2,...)
Evaluates an expression in a context that is modified by the specified filter(s)
The following example produces a ratio of sales over all regions (it uses the ALL function to override any filter applied to the RegionName column from the State table):
Introducing DAX FunctionsContext Modification Functions
=[Sales] / CALCULATE([Sales], ALL(State[RegionName]))
Context will be described
later in this topic
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Manipulating the time period is a common requirement
The Time Intelligence functions require that at least one data model table be
marked as a date table
The table must include a column of type Date
There must be no missing date rows in the table
The functions work with intervals of days, months, quarters, and years and include
functions to:
Return a single date
Return a table of dates
Evaluate expressions over a time period
Introducing DAX FunctionsTime Intelligence Functions
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There are 35 Time Intelligence functions
Commonly used functions include:
TOTALYTD(Expression, DateColumn [, SetFilter] [,YE_Date])
Note that Date is a reserved word, so the table name is enclosed within single quotes
DATEADD(DateColumn, Number_of_Intervals, Interval)
DATESBETWEEN(DateColumn, StartDate, EndDate)
DATESINPERIOD(DateColumn, StartDate, Number_of_Intervals, Interval)
PARALLELPERIOD(DateColumn, Number_of_Intervals, Interval)
Introducing DAX FunctionsTime Intelligence Functions (continued)
=TOTALYTD([Sales], 'Date'[Date])
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Understanding context is very important when defining DAX formulas
There are there types of context:
Row
Query
Filter
Describing Context
Full a complete discussion on context, refer to the MSDN resource
“Context in DAX Formulas” included in the Resources for this topic
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Row context includes the values from all columns in the current row
If the table is related in a one-to-many relationship to another table, the context
also includes all the related rows
Row context is used by calculated columns
Describing ContextRow Context
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Query context refers to the subset of data that is implicitly retrieved for a formula
The set of data that is retrieved is the query context for each cell
Describing ContextQuery Context
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Filter context is added when specific filter constraints are applied on the set of values allowed in a
column or table, by using arguments to a formula
Filter context applies on top of other contexts, such as row context or query context
Used to modify context in a formula
For example, sales (query context) divided by all region sales (filtered)
Common filter functions:
FILTER, ALL, ALLEXCEPT, ALLSELECTED, and others
Describing ContextFilter Context
=[Sales] / CALCULATE([Sales], ALL(State[RegionName]))
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DAX can be used to define formulas for:
Calculated columns
Calculated fields
Key performance indicators (KPIs) are defined by extending calculated fields
Defining Formulas
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Define new columns in tables
Based on a DAX formula, and use row context
Column values for each row are materialized in the data model
If possible, to reduce the data model size, avoid creating them
Column values are recalculated when necessary, when:
The table is processed
Formula dependencies are processed
Can only be defined in the Power Pivot window in Data view
Defining FormulasCalculated Columns
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Defined aggregation logic in tables
Based on a DAX formula, and use query context
Values are never materialized in the data model
The formula is evaluated at query time by using the query context
Can be created implicitly using the Power Pivot Fields pane, or explicitly on the Power Pivot ribbon
tab, or in the Calculation Area in the Power Pivot Window
Avoid creating implicit calculated fields – they are not visible outside the workbook
Reporting tools, like Power View, may not require the explicit definition of calculated fields
Defining FormulasCalculated Fields
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Collection of metrics to enable performance monitoring
The Value metric is based on an existing
calculated field
The Goal metric is either:
An existing calculated field, or
Absolute value
The Status metric is defined by setting thresholds
Status values are
1 (on-track),
0 (slightly off-track)
-1 (critically off-track)
Defining FormulasKey Performance Indicators
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Prepare the Model
for Power View
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The data model can be prepared to fully exploit the Power View experience by:
Applying friendly names, descriptions and column and calculated field data formats
Enabling images
The Advanced ribbon tab allows:
Customizing “automatic” calculated field behavior (Summarize By)
Configuring Report Properties
Preparing the Data Model for Power View
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Use friendly names for tables, columns and calculated fields
These names will be used as labels to describe Power View data visualizations
Embedded spaces are allowed
Provide descriptions for tables, columns and calculated fields
These are surfaced as tooltips in the Power View Fields pane
Set appropriate data formats for columns and calculated fields
Hide unnecessary tables, columns and calculated fields
Preparing the Data Model for Power ViewFriendly Names, Descriptions and Data Formats
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Images can be enabled by:
Adding columns of image (binary) data
Creating calculated columns to produce a URL to retrieve external images
Images can be retrieved from a web server, including a SharePoint document library
Image data cannot be efficiently stored in a Power Pivot data model
Avoid storing large images or large sets of images
The Table Behavior Row Identifier property must be set to a unique identifying column of the table
Preparing the Data Model for Power ViewEnabling Images
The Table Behavior properties will be introduced later in this topic
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There may not be the need to define explicit calculated fields
Visible numeric columns will be surfaced as “automatic” calculated fields
These fields will only be available in the Power View Fields pane, and will not be available in cube reporting tools (PivotTables, CUBE functions, etc.)
Use the SummarizeBy property to determine the default aggregate function:
The default is to sum the column values
The Power View report user can identify “automatic” calculated fields, and modify their aggregate function in the report layout
Preparing the Data Model for Power View“Automatic” Calculated Fields
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Default Field Set:
Ordered set of columns and calculated fields that can be conveniently added as a table to a Power View report, with a single click
Table Behavior:
Row Identifier: Sets the unique identifier column for a table (like a primary key), and it cannot be based on a calculated column
Keep Unique Rows: Columns that relate directly to the row identifier and that should not be presented as nested groups
For example, State Code and State Name
Default Label: Behaves as the friendly label for the table
Default Image: Behaves as the image for the table
Preparing the Data Model for Power ViewReporting Properties
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Categorize columns by type, especially relevant for:
Spatial data (longitude, latitude, country, state, etc.)
Image URL
Web URL
By default, the Power Pivot settings will use automatic column categorization
This setting can be disabled
Categorization settings can be changed
Preparing the Data Model for Power ViewReporting Properties (Continued)
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for Power Map
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Power Map does not:
Support filtering
Surface hierarchies
The data model can be prepared to fully exploit the Power Mapexperience by:
Ensuring that columns used as hierarchy levels are visible
Ensuring that the Date column from the data model Date table is visible
This will allow the time animation to be configured
Preparing the data model for Power Map may de-optimize the experience for other reporting and analytic tools
Consider creating a data model dedicated to Power Map work
Preparing the Data Model for Power Map
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Power Pivot: Power & Pivot
Reportin
g
Services
UD
M(MD
X)
Raw Data Store
Data Sources
Pivot
Table
Services
Excel Workbook (with Power Pivot)
BISM
(DAX)
In Process
“Analysis
Services”
xVelocity
store
Power Pivot
2013 © Trivadis
Power Pivot site
http://www.microsoft.com/en-us/bi/powerpivot.aspx
Book: “Microsoft Excel 2013: Building Data Models with Power Pivot”
Authors: Alberto Ferrari and Marco Russo
Microsoft Press
Resources
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DAX Resource Center
http://social.technet.microsoft.com/wiki/contents/articles/1088.dax-resource-center.aspx
Whitepaper: DAX in the BI Tabular Model
Includes a sample Excel workbook
http://www.microsoft.com/download/en/details.aspx?id=28572
Book: “DAX Formulas for Power Pivot: The Excel Pro's Guide to Mastering DAX”
Publisher: Holy Macro! Books
Author: Rob Collie
MSDN: Context in DAX Formulas
http://msdn.microsoft.com/en-us/library/gg413423(v=sql.110).aspx
Resources
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Excel (Pivot)
Data Sources Data
Preparation
Data Storage Data Analysis Data Access
OLTP
Database
ERP Database
Departmental
Database
Extract
Transform
Load
Filter
Cleanse
Schedule
Data
Warehouse
Data Mart
OLAP
In-Memory
Analytics
Portals
Data Mining
Reports- Tablix
- Drill
- Visualisations
Graphs- Charts
- Ad-hoc
- Dynamic
Dashboard- Mash-up
- Collaborate
- Search
DBMS SSIS DBMS SSASReporting Services
Power
View
Power PivotPower PivotPower Query
Power Map
MDS
2013 © Trivadis
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Power Query
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Power Query is a new add-in for Excel to discover, transform and consume data
Allows defining queries which run a sequence of steps to import and reshape data
from one or more data sources
Query steps are defined by using Power Query Formula Language (informally known as "M“)
Simple query step logic does not require writing formulas
Advanced query step logic can be written to leverage the full power of the language
Supports a large collection of data source types
Query results can be loaded into an Excel table or the workbook data model
Introducing Power Query
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Power Query Audiences
Business Analysts
• Create queries
• Publish queries
IT Professionals
• Configure data services
• Create and publish
advanced queries
Users
• Search for, and
consume, published
queries
2013 © Trivadis
Supported Operating Systems:
Windows Vista, Windows 7, Windows 8, Windows 8.1, Windows Server 2008
Office versions:
Office 2010 SP1
Office 2013
Office Professional Plus and Office 365 Professional Plus editions only
Internet Explorer 9, or greater
Available for 32-bit (x86) and 64-bit (x64) platforms
The selection must match the architecture of the installed version of Office
Introducing Power QuerySystem Requirements
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Preserves familiarity with the Excel Data tab
Includes functionality to:
Search for published queries and load their data
Source external or workbook data to create a new query
Combine queries to create a new query
Manage workbook and machine settings
Introducing Power QueryPower Query Ribbon
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Online Search
Creating Queries
Combining Queries
Managing Queries
Advanced Scenarios
Working with Power Query
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Power Query can be used to preview and import data from a large collection of public queries, for example:
Wikipedia tables
A subset of Windows Azure Marketplace and data.gov
Filters can be applied to limit the scope of a search:
My Shared
Organization
All
Filters can further refine searches by name, description, data source, data range and column name
Working with Power QueryOnline Search
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A query is typically created by sourcing external data
Data can be sourced from:
Web (an HTML page)
File
Database
Other sources
Working with Power QueryCreating Queries
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Working with Power QueryCreating Queries – External Data Sources
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Queries are defined in the Query Editor window
Once a data source is defined, the query can be named, and steps created
Steps can filter and shape data into a desired result
Steps can easily be produced by applying column filters, and by using the commands available from the ribbon, or the query and column context menus
It is possible to select a step and preview the data at that step
It is also possible to remove steps – but take care not to remove a step that downstream steps depend on
Step formulas can be viewed or edited in the formula bar
Working with Power QueryCreating Queries – Query
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Working with Power QueryCreating Queries – Query Editor
Import the latest data (run query steps)
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Working with Power QueryCreating Queries – Query Editor Context Menus
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New queries can be created to:
Merge two queries (joining on a common column)
Append two queries (union)
Working with Power QueryCombining Queries
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Each query is added as a workbook connection, and can be refreshed like standard data connections
Queries are managed in the Workbook Queries pane
Hovering over the query will produce a preview of the data, and provide commands
Queries can be edited, duplicated, referenced, deleted, merged, appended or shared
Working with Power QueryManaging Queries
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The Power Query options allow enabling advanced query editing
When enabled, a query can be edited as a script, and new queries can be scripted from scratch
Customized logic can be developed by implementing functionality not exposed by the context menus, by using looping constructs, and parameterizing queries to create functions to be invoked by other queries
Working with Power QueryAdvanced Scenarios
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Working with Power QueryAdvanced Scenarios – Example
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Power Query: “Data Feed” for Excel Tables and Power Pivot
Reportin
g
Services
UD
M(MD
X)
Raw Data Store
Simple
Data Sources
Pivot
Table
Services
Excel Workbook (with Power Pivot)
BISM
(DAX)
In Process
“Analysis
Services”
xVelocity
store
Power QueryMore and complex
Data Sources
2013 © Trivadis
Microsoft Download Center
- Microsoft Power Query for Excel (Preview)
- http://www.microsoft.com/en-us/download/details.aspx?id=39933
TechEd North America 2013
- DBI-B225: “Microsoft “Data Explorer” for Excel: Discover, Combine, and Refine your Data” by Faisal Mohamood
- http://channel9.msdn.com/Events/TechEd/NorthAmerica/2013/DBI-B225
Power Query for Excel Formula Language Specification
- http://go.microsoft.com/fwlink/?LinkID=320633
Resources
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Excel (Pivot)
Data Sources Data
Preparation
Data Storage Data Analysis Data Access
OLTP
Database
ERP Database
Departmental
Database
Extract
Transform
Load
Filter
Cleanse
Schedule
Data
Warehouse
Data Mart
OLAP
In-Memory
Analytics
Portals
Data Mining
Reports- Tablix
- Drill
- Visualisations
Graphs- Charts
- Ad-hoc
- Dynamic
Dashboard- Mash-up
- Collaborate
- Search
DBMS SSIS DBMS SSASReporting Services
Power
View
Power PivotPower PivotPower Query
Power Map
MDS
2013 © Trivadis
The Power of Power BIEmpowering Users with Self-service in Excel
Analyze
Visualize
Discover
Search and combine public and
internal data with Power Query
Model & analyze 100’s of millions
of rows lightning fast with Power
Pivot
Explore and visualize data in new
ways with Power View and Power
Map
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Rules &
(Data) Governance
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The Look & Feel-Hell
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Hichert Success Rules
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Reduce to the Max
Color concept helps to read reports
Actual numbers in blue style
Forecast-, budget
and plan numbers
in gray style
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Concrete sample dashboard
Reporting Services (and Excel)
provide a flexible platform
for all kind of reporting
requirements
Allows to implement
Hichert Success rules
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Simplified Navigation: Concrete @Trivadis
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SharePoint and
Office 365
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The Excel (Data)-Hell
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Excel BI solutions are authored by using the Excel client
It is usually inappropriate to share the solutions by forwarding the workbook to other users
Requires that the user has Excel installed, and possibly the add-ins
The user can view data model data, and modify data model/query/report definitions
Current data may not be available as data refresh may not work from their location, or by using their credentials
Workbook versions are difficult to control
IT cannot monitor usage
Permissions can no longer be centrally managed
Sharing and Collaboration
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It is preferred to share Excel BI solutions in managed ways
Microsoft provide three managed alternatives:
SharePoint 2013 (on-premise) – Enterprise Edition
Office 365 (cloud) – ProPlus and E3 Editions
Power BI for Office 365 (cloud)
Sharing and Collaboration (continued)
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SharePoint include Excel Services to enable the loading, calculation, and browser-based rendering of Excel workbooks
The user does not need Excel installed
SharePoint 2013 can also be extended with SQL Server add-ins:
Power Pivot for SharePoint
SQL Server Reporting Services
Sharing and CollaborationSharePoint 2013
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The Power Pivot for SharePoint add-in installs a collection of server components that provide query processing and management control for Power Pivot workbooks that are published to SharePoint
Maximum supported document size is 2GB
Features:
Power Pivot Gallery site template to preview workbook contents, and to launch new analytic experiences and a new Power View report
Self-service configured automated data refresh
Logging and a dashboard to enable IT to monitor server health, workbook sizes, number of connections and queries, and data refresh failures
Sharing and CollaborationSharePoint 2013 – Power Pivot for SharePoint
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When Reporting Services is integrated with SharePoint, it enables the creation and
rendering of Power View reports in the web browser
Supports the same Power View capabilities as those available in Excel 2013, in
addition to:
Connecting to multidimensional data models (with SQL Server 2012 CU4)
Producing a report consisting of multiple views
Printing reports
Exporting a report to produce a PowerPoint presentation
Previewing the reports in the Power Pivot Gallery
Sharing and CollaborationSharePoint 2013 – Reporting Services
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Power Pivot is not the end of the road
Excel / Power Pivot
Save/Publish
Excel / Power Pivot
SharePoint Server
View in Browser
• Refresh Engine for Power Pivot Data
• File Level Security
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Sharing and CollaborationPower BI for Office 365
Collaborate in Office 3651 in 4 enterprise customers on Office 365
Share Find Mobile
Insights in Excel1 Billion Office Users
Analyze VisualizeDiscover
Scalable | Manageable | Trusted
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• Office 365 provides cloud storage for documents
• Excel Web Apps can render Excel workbooks in the cloud
- Users can view and interact with reports based on the Power Pivot data model, including Power View sheets
• Data refresh and IT monitoring is not supported
• Maximum supported Power Pivot workbook size is 10MB
Sharing and CollaborationOffice 365
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Power BI provides powerful new ways to work with data and Excel in Office 365
Self-service BI with the familiarity of Office and the power of the cloud
Empower users with self-service in Excel
Enables connecting and collaborating in Office 365
Maximum supported Power Pivot workbook size is 250MB
Support for data refresh from on-premise data sources
Includes many new compelling capabilities and features
Sharing and CollaborationPower BI for Office 365 – Continued
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Introducing Power BIConnecting and Collaborating in Office 365
Share queries & workbooks and
refresh from on-premises data with
BI Sites
Find answers with search-based
data visualization in Q&A
Stay connected from anywhere with
HTML5 and the Power BI mobile
app
Share
Find
Q&A
Mobile
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The following services extend the self-service BI capabilities in Excel by making them available in a collaborative online environment
Power BI Sites
Power BI Q&A
Query and Data Management
Power BI Windows Store App
Exploring Power BI Features and ServicesPower BI for Office 365
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Power BI sites application customizes a SharePoint Online site for Power BI purposes and activities
Available with a subscription to Power BI for Office 365
Only supports Excel workbooks, which, when rendered to the browser, are viewed with the Excel Web App
Power View reports can be optionally displayed by using HTML5
Supports workbooks up to 250MB in size
Sites provide access to a management portal to:
View usage analytics for published queries
View and manage data sources
Exploring Power BI Features and ServicesPower BI for Office 365 – Power BI Sites
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Q&A enables a broad audience of users to easily discover and explore a workbook data model by using natural language
Submitted questions in English are responded to with data visualizations and reports
The responses are interactive, and so can be modified to further refine the data exploration requirements
Delivers auto-complete and auto-suggest questions to prompt and guide the process
Exploring Power BI Features and ServicesPower BI for Office 365 – Power BI Q&A
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Exploring Power BI Features and ServicesPower BI for Office 365 – Power BI Q&A – Example
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Business users can share and manage queries, and can analyze the usage of their shared data by using the Manage Data portal
Queries are shared to the Data Catalog, which includes query metadata and data for the purpose of preview
The Manage Data portal enables:
Viewing usage analytics of shared queries (searched or imported)
Viewing queries that have been shared
Viewing and managing data sources used by Power Query queries, annotating them with information to improve their discovery
Exploring Power BI Features and ServicesPower BI for Office 365 – Query and Data Management
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Provides live mobile access to the important business information stored in a user’s Office 365 account
The app enables viewing and interacting with Excel and Power View content
Requires Windows 8 or Windows RT tablet or PC, including Surface
Currently, the app is not supported on:
Windows 8.1, iPad, Mobile phones or Android devices
Exploring Power BI Features and ServicesPower BI for Office 365 – Power BI Windows Store App
Consider viewing them in browser with SharePoint Online site by using HTML5
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From an IT infrastructure perspective, these services get Power BI running, and enable IT professionals to provide, manage, and secure Power BI services
Provision Power BI for Office 365
Power BI Admin Center
Data Management Gateway
Exploring Power BI Features and ServicesIT Infrastructure Services for Power BI
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IT administrators are responsible for provisioning a Power BI tenant
Presently, Power BI can only be provisioned in preview
The process is documented, and relatively straight forward and quick (~15 minutes)
As an administrator, users and groups can be then be added
Samples can be added to explore the Power BI capabilities
Exploring Power BI Features and ServicesIT Infrastructure Services for Power BI – Provision
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Allows IT administrators to:
Expose data from on-premise data sources as OData data feeds
Enable users to refresh Excel workbooks in SharePoint Online with data from on-premise data sources
A Data Management Gateway must be installed and configured to provide access to on-premise data
At least one gateway must be installed in a corporate environment before creating data sources in the portal
Exploring Power BI Features and ServicesIT Infrastructure Services for Power BI – Power BI Admin Center
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Exploring Power BI Features and ServicesIT Infrastructure Services for Power BI – Data Management Gateway
Enabling Corporate
OData Feeds
Enabling Excel Workbook
Data Refresh using
SharePoint Online
Enabling
Discovery in
Power Query
X
capabilities
Power BI Admin CenterData Management Gateway
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Flexible BI Solutions: On-Premises or Cloud
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Ahead of the Game site (Partner Marketing Center)
http://aka.ms/AheadoftheGame
This campaign has three pillars:
Be Lean & Stay Lean
Business Anywhere
Tap Your Data Goldmine
Microsoft Power BI for Office 365 web site
http://office.microsoft.com/en-us/excel/power-bi-fx104080667.aspx
Resources
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• Provision Power BI for Office 365
- Setup documentation: http://go.microsoft.com/fwlink/?LinkID=314068&clcid=0x409
• MSDN Blog: Power BI
- http://blogs.msdn.com/b/powerbi/
Resources (continued)
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Scale to the max
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Go, get IT! Migration of Power Pivot Model to Analysis Services
Excel / Power Pivot
New BI Project
Extract Model
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Analysis Services Tabular Mode
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A Single Data Model
Single model for entire organization
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Power Pivot is an Excel Add-In
Modern column store in memory technology
Simple to use
High performance
SharePoint acts as central storage place
Scalability
Automatic Data Refresh
File level Security
Analysis Services
Partition Support
Dimension (Data) Security
Conclusion Power Pivot and SSAS Tabular Model
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Excel (Pivot)
Data Sources Data
Preparation
Data Storage Data Analysis Data Access
OLTP
Database
ERP Database
Departmental
Database
Extract
Transform
Load
Filter
Cleanse
Schedule
Data
Warehouse
Data Mart
OLAP
In-Memory
Analytics
Portals
Data Mining
Reports- Tablix
- Drill
- Visualisations
Graphs- Charts
- Ad-hoc
- Dynamic
Dashboard- Mash-up
- Collaborate
- Search
DBMS SSIS DBMS SSASReporting Services
Power
View
Power PivotPower PivotPower Query
Power Map
MDS
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(C)lean Master
Data Solution
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A little bit like Access
… just better
Master Data Services: Central place to manage Master Data
Version Management
TX-Annotations
Security
Business Rules
Workflow
CRUD
UI
Define System and
Data Model
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Excel UI
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Entities, Attributes, Attribute Groups
and Relationships
Entities act as container
Attributes define the structure of the entities
Attribute
Group
Attribute
Group
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Derived Hierarchies
Structure based on
relationships between
domains
No additional maintenance work
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Business Rules
Business rules can be defined and applied to verify MDS data
All defined business rules must be passed to commit a version
Rules are created via drag & drop interface
drag & drop
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“Batch” Exporting: The path to the BI world
Data can be exposed via Subscription Views
Best practices for practices
for naming <Model>_<Entity>
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Version Management
Integrated Version Management
A version contains meta data and data
Meta data change impacts all versions
E.g. deleting an attribute deletes it in all versions!
Multiple parallel versions can be accessed
Labels can be used
to identify specific versions
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Status & Flag Management
Flags allow external systems to get
dynamically the desired version
E.g. the <Current> version
Current
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Transactions & Annotations
Transaction details are provided for the specified Model and Version
Details include prior vs. new values, when the change was made, and who made
the change
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Workflow
SharePoint workflow integration
“Real workflows”
Email notification
Human workflow
Both are activated via Business Rules
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Big Data
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Team
BI
Corporate
BI
Big
Data
SQL SERVER 2012 Analysis Services
DAX SSRS Reporting Services TabularColumn Store Index Sharepoint Partitioning
VB Skript MDX SSIS SQL Server Data Tools
Integration Services TSQL UDM Power Pivot Maps
PowerView Office Excel Access SelfService BI PerformancePoint
PDW PolybaseSQLHive
HDInsight Fasttrack Appliances
ODBC OLE DB C# Web Services
Azure Cloud xVelocity BISM SSAS
Personal
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Big data solutions deal with complexities of:
VOLUME
(Size)
VARIETY
(Structure)
VELOCITY
(Speed)
Big Data
VALUE
Hadoop/HDInsight
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Data Complexity: Variety and Velocity
Terabytes
Gigabytes
Megabytes
Petabytes
Big Data Patterns
Hadoop/HDInsight
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Single Query; Structured and Unstructured
• Query and join Hadoop tables with Relational Tables
• Use Standard SQL language
• Select, From Where
Existing SQLSkillset
No ITIntervention
Save Timeand CostsDatabase HDFS
(Hadoop)
SQL Server
2012 PDW
Powered by
PolyBase
SQL
Analyze AllData Types
Parallel Data Warehouse: Integration of all Big Data shapes
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Database HDFS (Hadoop)
SQL
Microsoft Big Data Offerings: Cloud & On-Premises
“Hadoop” offering as PaaS in the cloud
Extremely quick setup (minutes)
Cost efficient
Split of data and compute resources
General big data on-premises platform
Delivered as appliance
Quick setup
Integrates all kind of data
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Excel (Pivot)
Data Sources Data
Preparation
Data Storage Data Analysis Data Access
Extract
Transform
Load
Filter
Cleanse
Schedule
Data
Warehouse
Data Mart
OLAP
In-Memory
Analytics
Portals
Data Mining
Reports- Tablix
- Drill
- Visualisations
Graphs- Charts
- Ad-hoc
- Dynamic
Dashboard- Mash-up
- Collaborate
- Search
DBMS SSIS DBMS SSASReporting Services
Power
View
Power PivotPower PivotPower Query
Power Map
MDS
Big Data is just another Data Source
2013 © Trivadis
Next Steps…
or
Our Offering to You
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Educate, Train and Coach You
BI Bootcamp (End-to-End Education)
Standard Training
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SUCCESS Training and Adaption
to Your Needs
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Excel (Pivot)
Data Sources Data
Preparation
Data Storage Data Analysis Data Access
OLTP
Database
ERP Database
Departmental
Database
Extract
Transform
Load
Filter
Cleanse
Schedule
Data
Warehouse
Data Mart
OLAP
In-Memory
Analytics
Portals
Data Mining
Reports- Tablix
- Drill
- Visualisations
Graphs- Charts
- Ad-hoc
- Dynamic
Dashboard- Mash-up
- Collaborate
- Search
DBMS SSIS DBMS SSASReporting Services
Power
View
Power PivotPower PivotPower Query
Power Map
MDS
Trivadis biGenius™
2013 © Trivadis
biGenius functional overview, modules
Business
Department
BI-Architect
BI-Admin
BREBusiness
Requirements
Engineering
MGDModelling
Generation
Deployment
Staging
Cleansing
DWH-Core
Data Mart
SourceSource Source
LCMLoad Control Monitoring
DQTData Quality Testing
Data Steward
technical
Documentation
Business
Blueprints
Supported Technologies:
- Microsoft
- Oracle
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Excel (Pivot)
Data Sources Data
Preparation
Data Storage Data Analysis Data Access
OLTP
Database
ERP Database
Departmental
Database
Extract
Transform
Load
Filter
Cleanse
Schedule
Data
Warehouse
Data Mart
OLAP
In-Memory
Analytics
Portals
Data Mining
Reports- Tablix
- Drill
- Visualisations
Graphs- Charts
- Ad-hoc
- Dynamic
Dashboard- Mash-up
- Collaborate
- Search
DBMS SSIS DBMS SSASReporting Services
Power
View
Power PivotPower PivotPower Query
Power Map
MDS
Trivadis biGenius™
Trivadis MDS Toolbox
XMLMD
2013 © Trivadis
What is missing in the current MDS Release?
Script based object management
Document based model documentation
Graphical visualization of the MDS model
Data change reportsTrivadis Reports and XMLMD-Toolbox provide a solution
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Trivadis Reports and XMLMD-Toolbox (Create & Document)
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Trivadis Reports and XMLMD-Toolbox (Visualize Data Changes)
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Special Offer TVD
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It used to be the
Microsoft BI Burger
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Microsoft Business Intelligence Platform
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Product Purpose Excel 2010 Excel 2013
Power Query Data acquisition and preparation
Power Pivot Data modeling
Power View Presentation-ready, and interactive
reports
Power Map 3D geospatial visualization
Introducing Microsoft SSBIMicrosoft Office 2013 – Excel
Over the past decade, the core spreadsheet capabilities have been enhanced to enable analysts to analyze, communicate, and manage information
• Comprehensive support for querying Analysis Services data models
• Rich and interactive data visualizations
• Add-ins provide rich and integrated BI capabilities:
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Additional Partner Resources
Ahead of the Game
Marketing Contenthttp://aka.ms/AheadoftheGame
SMB and Midmarket
Competencieshttp://partner.Microsoft.com
Microsoft Virtual
Academyhttp://www.microsoftvirtualacademy.com/
Partner Learning
Center:
https://mspartner.microsoft.com/en/us/Page
s/Training/partner-learning-center.aspx
ISV Upgrade SupportEmail [email protected] with app
name and name of ISV
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Product and Licensing Resources
Microsoft BI
Microsoft Business Intelligence website:http://www.microsoft.com/bi
Microsoft BI Partner Resources:https://mspartner.microsoft.com/en/eg/pages/membership/business-intelligence-competency.aspx
SQL Server 2012
Microsoft SQL Server website:http://www.microsoft.com/sqlserver/
Microsoft SQL Server Partner Resources:https://mspartner.microsoft.com/en/us/pages/solutions/microsoft-sql-server.aspx
Microsoft Volume
Licensing
Microsoft Volume Licensing Resources:http://www.microsoft.com/licensing/
Microsoft Licensing Advisor:http://mla.microsoft.com/
Power BI
for Office 365:
Microsoft Power BI for Office 365 website:http://office.microsoft.com/en-us/excel/power-bi-fx104080667.aspx
MSDN Blog: Power BI:http://blogs.msdn.com/b/powerbi/
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Additional Technical Resources
Power Pivot
Power Pivot website:http://www.microsoft.com/en-us/bi/powerpivot.aspx
DAX Resource Center:http://social.technet.microsoft.com/wiki/contents/articles/1088.dax-resource-center.aspx
Whitepaper: DAX in the BI Tabular Modelhttp://www.microsoft.com/download/en/details.aspx?id=28572
MSDN: Context in DAX Formulashttp://msdn.microsoft.com/en-us/library/gg413423(v=sql.110).aspx
Excel Cube Functions wiki sitehttp://www.excelcubefunctions.com
Power Query
Microsoft Power Query for Excel (Preview)http://www.microsoft.com/en-us/download/details.aspx?id=39933
TechEd North America: “Microsoft “Data Explorer” for Excelhttp://channel9.msdn.com/Events/TechEd/NorthAmerica/2013/DBI-B225
Power Query for Excel Formula Language Specificationhttp://go.microsoft.com/fwlink/?LinkID=320633
Power Map for
Excel (Preview):Microsoft Power Map for Excel (Preview)http://www.microsoft.com/en-us/download/details.aspx?id=38395
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Let‘s talk…
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