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New Microsoft Power BI

Bring your data to life


Technical Reference Deck
Presented by:

Agenda
Microsoft BI overview
Introduction to Power BI
Top benefits / features for:
Business users
BI analysts
BI and IT professionals
Developers

Microsoft Power BI
A cloud-based analytics service providing faster time to insight
Out-of-the-box
connectors
for popular SaaS
solutions

Live dashboards and


interactive reports

Stay connected
from any device

Live
connectivity

Connect live to on-premises data sources

Power BI Technical Architecture


Bring your
data..

to
life

Azureresident
systems

SaaS Data
Sources

Power BI web
browser
With natural language
query, visual
exploration etc.

Powerbi.com

Azure SQL

Azure
Stream Analytics

Excel

Data can be cached or


directly queried in place

Power BI Mobile
Apps
with dashboards,
alerting and visual
exploration

HDInsight

On-premise
systems /
other

PBI Designer
Power BI
AS Connector
SQL /
APS

Corporate
Data Sources

AS
Tabular

Real time
Dashboards using
Push API or ASA

Welcome to the new Power BI 5 seconds to


sign up

Simple signup
Go to powerbi.com
Specify your

organizational email
Click Use it Free

Complete the sign up process


Finish the sign
up process
Click on link from

email
Confirm getting
started
One last thing
Get started

5 minutes to wow!
Getting started
with your data
Connect to your
data using built-in
connectors and
pre-built
dashboards and/or
existing Excel files
Create your own
dashboards in 5
minutes

Power BI for your organization -not listed in order of


importance

For business users

For BI analysts

For BI and IT
professionals

For developers
(ISVs and SIs)

1.

Instant
dashboards
and view of
your
business

4.

Connect to
all of your
data and
keep it up
to date

7.

Enabling
Analysis
Services access
for business
analysts

9.

Custom
connectors and
content packs

2.

Mobile
applications
with alerts

5.

Simplified
data
modeling
and
authoring

8.

Share with
teams through
groups coming
soon

10
.

Real-time
content and
management
with REST-API

3.

Easily share
dashboards

6.

Explore and
gain new
insights

1. Instant
dashboards
and view of
your
business

Prebuilt content packs for cloud services


Prebuilt content packs

for popular services to


quickly understand your
business
Benefit from meaningful

datasets and
dashboards, created
jointly by SaaS partners
and Microsoft

Dynamic
s
Marketin
g

Dashboards for Dynamics CRM


Dynamics CRM
connector
Easily access and analyze

your data
Built-in connector uses the
OData feed to auto-create
a descriptive model, with
all the entities and
measures needed such as
Accounts, Activities,
Opportunities, Product,
Leads, Users and more
Pre-built dashboard in
minutes, that can be

Salesforce as an example
Setting up the
connection
Click Get Data
Select Salesforce
Enter your Salesforce

credentials
Select a predefined
dashboard based on your
role
Click Connect
Get updated data daily

2. Mobile
applications
with alerts

Stay connected with your iPhone or iPad


7
Download native apps for iPad,
iPhone
Receive alerts about important
changes in your data
Share and collaborate with
colleagues, and take immediate
action
Look for Windows Phone and
Android coming soon

Apple iPad and iPhone native apps


Microsoft Power BI apps

provide live, mobile


access to your important
business information
For the latest versions,

visit the Apple App Store

Using dashboards in the iPhone app


View dashboards on iPhone
Open Power BI app on your

iPhone and sign in


Tap Dashboards icon in

iPad app for Power BI in


bottom bar
Swipe from side to side to

see available Power BI


dashboards
Open dashboard by

tapping
Swipe up and down to see

all tiles in dashboard


Tap back arrow in upper-left

Interacting with tiles in the iPhone app


Expand and share
tiles
Tap a tile (it opens in

expanded mode, where


it's easier to view and
explore tile data)
Select snapshot icon

to share a tile with others

Annotate charts and share


Mark up your charts
for sharing insights
with others
Click on Snapshot icon
Click pencil to draw on

chart
Click annotate icon to

type text on the chart

All of the features are on iPad as well


Example of
annotations for
iPad works just like
iPhone

Setting favorites in the iPhone app


Bookmarking and
viewing favorite tiles
Easily access your most

interesting data
Create, view, and remove

favorites

Creating data alerts in the iPhone app


Set up data alerts
Use alerts for tiles featuring

single numbers (refreshed


daily)
Tap a number tile in

dashboard to open
Select bell icon to add alert
Type numbers to receive

alerts above or below those


values, or both
Tap Save

Configure notifications for iPhone


Control notifications
for Power BI app by
adjusting iPhone
settings

3. Easily
share
dashboards

Easily share dashboards


Use Share feature
to send your
dashboards to others
within your
organization

Invite people you want to share with


Setting up the invite
Type in email addresses
NOTE: You can only share with
users in the same domain as you.
Example: if your email is
nancy@contoso.com, you can share
with bill@contoso.com but not with
joe@ca.contoso.com or
sally@fabrikam.com

Click Share to send a

message and link from


Power BI

Link to the dashboard is sent to recipients


Share via email
Recipients click link to

view your dashboard


This allows them to

sign up for an
account, if they dont
have one

DEMO
Sign-up
Instant
dashboards
Mobile
applications
Sharing
dashboards

4. Connect to
all of your
data and
keep it up
to date

Data sources within the Power BI site


Choose from one of
the following three
types of data
sources

Files
Analysis Services tabular
model

Files
Analysis Services tabular

model
Cloud based solutions

Cloud based solutions

Get Data considerations for Power BI site


Select Get Data in Power BI to
perform these tasks
Import copy of your dataset
Import workbooks from OneDrive for

Business, and refresh dataset with new data


in OneDrive workbook
For regular refresh of data, use the SQL

Server Analysis Server connector for best


performance and larger datasets

Data refresh
Data Source

Refresh

Excel

Supported via PQ for following sources:


SQL Azure, blob store, table store, HD Insight,
Azure Marketplace, Facebook, Salesforce

Excel in OneDrive for Business

Automatically once every hour or when you make


changes to the OneDrive workbook and save it

Power BI Designer file

Currently, Designer files uploaded to the Power


BI service cannot be refreshed

SQL Server Analysis Services


Tabular

Automatically every 10 min.

GitHub

Automatically once a day

Marketo

Automatically once a day

Microsoft Dynamics CRM

Automatically once a day

Salesforce

Automatically once a day

SendGrid

Automatically once a day

Zendesk

Automatically once a day

Authentication requirements for refresh


Refresh considerations
Manually entered T-SQL statements

for execution cannot be scheduled


for refresh. Use a SQL view instead
Direct connections to data through
Power Pivot cannot be scheduled for
refresh. Use direct connection
through Power Query.
Data natively stored in a workbook
cannot be scheduled for refresh.
Load the query directly into the data
model by changing the load settings
on the query.
When you schedule the refresh, you
need to select the Authentication
Method for the data source, as

Data source

Authentication
type

Azure blob store

Account key

Azure table store

Account key

Azure HDInsight

Account key

Azure marketplace

Marketplace key

Facebook

OAuth2

Salesforce

OAuth2

Blank query (query that


is not accessing any data
source)

N/A

Azure SQL Database via


Power Query in Excel

Basic

Data refresh architecture


Provisioning
cloud data
source
Credentials can be
saved and edited in
cloud service

Power BI data
movement service
Power BI

1 One Time Provisioning of PBI


user

Add Data Source

Prompt for credentials

Secure Credential
Store

Architecture for cloud-to-cloud data


refresh
Power BI data
movement service

Cloud-to-cloud

refresh does not


require on-premises
gateway!
Data pipeline

optimized for
throughput

Power BI

Connect using connection


string

Send query

Get Data

SaaS
Providers
4

Dynamics Salesforce

Secure Credential
Store

Important considerations
When you connect to data:
Ensure you have a valid account and credentials
Disable pop-up blockers in your browser
Be aware that performance will vary with different data sources

refresh schedules
If you need to upload a new version of a workbook to OneDrive, be

sure to overwrite the original workbook with the same name

Excel on OneDrive for Business data


refresh

The data is refreshed from OneDrive once every hour. If you open the workbook

from OneDrive in Excel, make changes to the data and save it again, you'll see
the new data reflected in your dashboard and reports.
For example, if your workbook has 3 Power View sheets, Power BI creates a

new report with 3 pages. If you update any of the Power View sheets in the
workbook on OneDrive, the changes are copied over to the Power BI report.
Any changes you make to the Power BI report will be overwritten if the Power
View sheets in the workbook change.
If the workbook stored on your OneDrive contains a data model with

connections to other sources, you can also configure the refresh of those
through Power BI. For more information on this, see Configuring Data Refresh.

Azure Stream Analytics integration


Azure Stream

Analytics is
currently available
as private preview
Set email to
mailto:nrtpmteam@microsoft
.com

to request access
to private preview

Coming Soon: Real time


dashboards powered by Azure
Stream Analytics
Uncover real-time insights from devices,
sensors and applications. Process
streaming data and events using
Azure Stream Analytics and monitor the
results using Power BI. Stream Analytics
allows you to push data directly into
Power BI, so your dashboards are
updated in real-time.
Sign up for Azure Stream Analytics and
Power BI Preview

5. Simplified
data
modeling
and
authoring

Power BI
Designer
A
free downloadable

32/64 bit visual data


exploration and
interactive reporting tool
Provides a free-form
canvas for drag and drop
exploration of your data
Has an extensive library
of interactive
visualizations and an
authoring experience for
ease of report creation
for the Power BI service
Combines best of Power
Query, PowerPivot and
Power View

Create Power BI
Content

Connect to data and build reports for Power BI

Download the Power BI designer


Click the gear and

Power BI
Designer Preview
in your Power BI
dashboard
Run the 32 or 64 bit

version of the
designer when
prompted in your
browser

Getting started with the Power BI


Designer

Access all key


resources of Power
BI Designer from
start-up screen

Begin by clicking

Get Data

Choose from variety of data sources


Use Search to

find a data
source, or
choose from one
of four specific
categories

Example of getting text file


Click File Text

Connect
Select file to load
Start designing

immediately

Add a table to the model


Click on Get Data and

select the type of data


to add
Select Query and click

on table to show data


Click Split Column and

select the delimiter


Click on Use First Row

as Headers to setup
the fields

Relate the two tables


Setting up a join
Click on Manage
Select the From Table and To

Table and the related


columns
Close the Manage

Relationships dialog
Drag and drop the related

columns into your report


Automatic join detection

coming soon!

Save and deploy


Steps for deploying:
1.

Save your design to local


drive

2.

Go to your Power BI web site


and click Get Data Power
BI Designer File Connect

3.

Choose file, and click


Connect

4.

Model and report will load on


site

5.

Click report you created to


view in browser

NOTE: The maximum size for


the .pbix file is 250 megabytes

Power Query-like experience


Examples of common
actions:
Connect to data
Shape and combine data
Group rows
Pivot columns
Create custom columns
Query formulas

New DAX Functions


DATEDIFF

SELECTCOLUMNS
PERCENTILE(X)
SUMMARIZECOLUMNS
CONCATENATE(X) GROUPBY
MEDIAN(X) UNION
GEOMEAN(X)
PRODUCT(X)
XIRR
XNPV

Median(X)
The MEDIAN function returns the median of the
numbers in a column. The MEDIANX function
returns the median of an expression evaluated
for each row in a table.
Syntax:
=MEDIANX(
ALLSELECTED(Product[ProductName])
,[Sum of RevenueAmount])

Percentile(X)
Returns the k-th percentile of values in a range, where k
is in the range 0..1, inclusive or exclusive.
You can use this function to establish a threshold of acceptance. For
example, you can decide to examine candidates who score above the
90th percentile.

Syntax:
PERCENTILE.INC (Column, K) or PERCENTILE.EXC (Column, K)
PERCENTILEX.INC (Table, Expression, K) or
PERCENTILEX.EXC (Table, Expression, K)
PERCENTILEX.INC (Product
,[Sum of RevenueAmount],0.9)

DATEDIFF
Returns the count of the specified interval
boundaries crossed between two dates.
Syntax:
DATEDIFF(<interval>, <start_date>, <end_date>)

XNPV
The XNPV function returns the net present
value for a schedule of cash flows that is not
necessarily periodic.
Syntax: Paymen
XNPV(<table>, <values>, <dates>,
Date
<rate>)t
1/1/2014

-10000

3/1/2014

2750

10/30/2014

4250

2/15/2015
4/1/2015

3250
Present
value := XNPV( CashFlows,
2750
[Payment],

PRODUCT(X)
Returns the product of an expression
evaluated for each row in a table.
Rates
5.0%
4.0%
3.5%
2.0%
3.0%
5.0%

Future investment= [Sum of RevenueAmount]


* Productx(Rates,1+
[Rates])
The PRODUCTX function takes as its first argument a
table,
or an expression that returns a table. The second
argument is a column that contains the numbers for

Power BI Designer considerations


Data, model, and design are preserved in .pbix file:
If you connect to an Analysis Services with the Power BI Designer, you are

pulling down the dataset and then uploading it to the Power BI web interface
(this differs from the live connection to Analysis Services feature)

To access the latest release information:

http://
support.powerbi.com/knowledgebase/articles/489224-what-s-new-in-the-latest
-power-bi-designer-preview

Unlock your Excel data

Use any Excel workbook as a data source for


Power BI
Use any XLSX workbook
(Excel 2007, 2010, 2013)
as dataset for your Power
BI dashboard
Connect live to and
refresh data from Excel
workbooks in OneDrive
Use Excel Power addins to create content for
Power BI

6. Explore and
gain new
insights

See all of your data in a single pane of


glass
Live dashboards and interactive reports
Monitor live dashboards
for the data that matters
most
Ask questions of your data
through natural language
query
Drill through to underlying
reports to explore and
discover new insight
Pin new visualizations and
KPIs
to monitor performance

New visuals for reports and dashboards


New chart types for
your reports and
dashboards include:
Funnel
Combo
Tree
Filled map
Gauge

Available with web


interface and Power
BI Designer

Examples of the new visualizations


Funnel

Gauge

Combo Chart

Tree Map

Fill Map

Using drill-thru in dashboards


Click on a tile to drillthru to a sub report

Using Q&A for Power BI


Q&Acontains a set of core,

natural languageunderstanding abilities that


works across your data
Built-in knowledge allows

you to filter, sort,


aggregate, group, and
display data
Context-dependent

keyword search identifies


your Excel table, column,
and calculated field names

Preparing your data model for Q&A


Consider these tips:
Make sure your data is in an

Excel table or query


Confirm that names of your

tables, columns, and


calculated field make sense
in English
Example: label a table with

sales data sales (column


nameslike year, product,
sales rep, and amount
work well with Q&A)

Revenue

Q&A considerations with Power BI


Use Excel PowerPivot for
tuning (with synonyms and
phrasing):
Extending Power BI Designer for

Q&A tuning is in product roadmap

Pin tiles to main dashboard


Click on the pin
button to take any tile
and display it on your
dashboard

DEMO
Model and design
dashboards with
Power BI designer
Working with
dashboards

7. Enabling
Analysis
Services
access for
business
analysts

Connect to on-premises tabular models


Excellent solution for harnessing
existing investments in onpremises SSAS tabular models

Access large tabular models


- SSAS 2012 and up
No need to move any on-premises
datasets to cloud
Optimized query performance for
interactive exploration
Re-use existing permission model
Fine grained permissions with identity
flow between cloud (Power BI) and onpremises
Tiles are refreshed periodically

Live dashboards
and exploration

Live query

Analysis
Services onpremises

Getting started with Analysis Services


connector
Install Power BI Analysis Services Connector

Sign-in to Power BI account and configure

Get data in Dashboard from SQL ServerAnalysis Services

Manage and secure data on-premises


with SQL Server Analysis Services
Your data remains on-premises. The
reports you create based on that data are
saved in thecloud

Install the AS connector on your AS box


Download the

Analysis Services
Connector
Preview and install
it
Click the Launch

button

Sign-in to Power BI with your credentials


Establish link with
Power BI tenant
Configure the AS

connector using the


wizard
Sign in with your Power BI

credentials

Setup the connection to your tabular


model

Provide server
credentials

Go to Connect to SQL

Server Analysis Server


page
Specify the server name,

credentials for
administrator account,
provide a description of
the connection and
confirm

Get Data using AS connector for your


reports
Easily setup connection
to tabular model
Click Get Data
Select the SQL Server

Analysis Services source


Connect to your available

models and perspectives


Design your reports like any

other data source

Provisioning flow for the AS connector


Sequence of steps
1. User signs up

Power BI
data movement
service

Power BI
2

Provision

2. Power BI service

provisions data
movement service

Azure
Service Bus

3. Finally, the Service bus

is provisioned to
facilitate secure SSL
channel
Note: You do not need an
Azure subscription as the
Azure Service Bus
functionality is built into
the Power BI service

Setup &
Login

Analysis
Services
connector
SQL Server Analysis
Services
Tabular model

Provisio
n

Cloud
Onpremises

AS Connector data flow for interactive


Power BI data
queries
movement service
Sequence of steps
1. Power BI requests

Power BI

and gets the Azure


Service Bus info

Get bus
info

Send query / Get data

2. The query request is

sent to the Azure


Service bus
3. Which in turns passes

the query and returns


the data to/from the
on-premises Analysis
Services

Azure Service
Bus
Analysis
Services
connector

SQL Server Analysis


Services
Tabular model

Send query / Get data

Cloud
Onpremises

Uses DirSync (AAD to


AD) along with effective
username for identity

8. Share with
teams
through
groups
coming
soon

DEMO
Configure and
use Analysis
Services
connector

9. Custom
connectors
and content
packs

Power BI connectors for your data sources


For ISV and SI
partners, you can
sign up for the
partner program and
connect your own
connections and
content packs like
the ones for the
existing SaaS
offerings

Coming soon: Power BI


connectors for your data sources
Create a connector (using REST,
OData, ODBC or other APIs) that
allows Power BI users to connect to
your data source and retrieve data.
Your connector can also provide
custom data models, reports and
dashboards for quick insights.
Want to build your own connector? Let
us know what you want to build and w
e'll get back to you.

10. Real-time
content
and
manageme
nt with
REST-API

REST API for developers


Programmatically access

certain Power BI resources

UsesAzure Active
DirectoryandOAuth 2.0to
authenticate the user

Features
List all DataSets
Create a new DataSets
Add Rows to Table in a DataSet
Clear the rows in a Table

Coming soon programmatic

control to build dashboards

Live
connectivi
ty
Custom application to
manage real time
dashboard using Power BI
API

Power BI API - Get Started


Verb

Description

GET

Gets the value of an object or


collection in the specified content
type of the caller when applicable:
application/xml
application/json

PUT

Replaces an object, or creates a new


named object when applicable.

DELET
E

Deletes an object.

POST

Creates a new unnamed object or


appends to an existing one. Returns
the location of the object that was
created if successful.

Register your app


Web application or Web
API
Receive and App ID and app

secret when registering a web


app

Native
Receive a Client ID when

registering a native client


application

Registration for both


Register the client application

using your Microsoft Azure


subscription through an ACTIVE

For step-by-step instructions, see


https://
msdn.microsoft.com/en-US/library/d
n877542.aspx

Set Power BI permissions


Power BI permissions give an application the ability to take
certain actions on a user's behalf
Display name

Description

Add data to any of your


datasets in Power BI

Gives an app access to add or delete a user's dataset


rows. This permission does not grant the app access to the
user's data.

Create content

App can automatically create content and datasets for a


user.

View content properties

The app can view object properties owned by the user


including content and dataset names as well as dataset
schema. This permission does not grant the app any
access to the user's data.

Authenticate with Power BI


Add the Active
Directory
Authentication
Library through the
NuGet Packages
interface
1. Create a new

AuthenticationCont
ext
2. Get an Azure Active

Directory token calling


AcquireToken
3. Pass the token in the

//OAuth2 authority code snippets see https://


msdn.microsoft.com/en-US/library/dn877545.aspx
//Create a new **AuthenticationContext** passing an
Authority.
AuthenticationContext authContext = new
AuthenticationContext(authority);

//Get an Azure Active Directory token by calling


**AcquireToken**
string token = authContext.AcquireToken(resourceUri,
2
clientID, new
Uri(redirectUri)).AccessToken.ToString();
//Pass token in request header
request.Headers.Add("Authorization",
String.Format( "Bearer {0}", token));

Object model hierarchy


A Power BI tenant can

have multiple datasets


which are identified
with GUID
A dataset can have

multiple tables which


are referenced by
name
A table has multiple

rows

Power BI

Datasets

Tables

Rows

GET Datasets example


Use GET against

your organization
path using datasets
Returns JSON with

GET https://api.powerbi.com/beta/myorg/datasets HTTP/1.1


Authorization: Bearer {AAD Token}.
Content-Type: application/json; charset=utf-8
{
"datasets": [
{

id and name

"id": "2C0CCF12-A369-4985-A643-0995C249D5B9",
"name": "Music"
},
{
"id": "C446840B-94AD-4B23-8896-C276E69B8FAA",
"name": "SalesMarketing"
}
]
}

POST a Table to a Dataset


Create table using
POST to datasets
collection
1. Specify the name of

POST https://api.powerbi.com/beta/myorg/datasets HTTP/1.1


Authorization: Bearer {AAD Token}
Content-Type: application/json
{
"name": "SalesMarketing",

"tables":

the dataset

[
{
"name": "Product", "columns":

2. Specify the table name

[
{ "name": "ProductID", "dataType": "Int64"},

3. Specify the columns in

{ "name": "Name", "dataType": "string"},

the table

{ "name": "Category", "dataType": "string"},


{ "name": "IsCompete", "dataType": "bool"},
{ "name": "ManufacturedOn", "dataType": "DateTime"}
]
}
]
}

POST rows to a table


Use POST with rows
JSON payload to add
rows to a table
1. Use the ID for the

POST https://api.powerbi.com/beta/myorg/datasets/ 2C0CCF12- 1


A369-4985-A643-0995C249D5B9 /Tables/Product/Rows HTTP/1.1
Authorization: Bearer {AAD Token}
Content-Type: application/json
{

Dataset along with the


table name

"rows":
[
{

2. Specify the payload

"ProductID":1,

with the column name


and value

"Name":"Adjustable Race",
"Category":"Components",
"IsCompete":true,
"ManufacturedOn":"07/30/2014"
}
]
}

DELETE all rows in the table


Use DELETE verb
and the path to the
table rows to
truncate the table
1. Include the Dataset ID

and the Table name in


the path

DELETE
https://api.powerbi.com/beta/myorg/datasets/2C0CCF12- 1
A369-4985-A643-0995C249D5B9/Tables/Product/Rows
HTTP/1.1
Authorization: Bearer {AAD Token}
Content-Type: application/json

User authorization of app on first run


User launches

application
Power BI displays

the Authorize
Device dialog for
the app token

How Web Applications are authorized


From top to bottom,
this is how Power BI
authenticates
application requests

How native client applications are


authorized
From top to bottom,
this is how Power BI
authenticates
application requests

Planned enhancements to REST API


Coming soon! REST
API improvements
Create custom datasets
Create reports and

dashboards for your


application
Embed Power BI

dashboards, reports and


tiles into your application

Working with the API console


To better

understand how the


API works, click on
Get started now to
launch the API
console
Test out each of the

API verbs using the


console interface

DEMO
Using the
Power BI API

Power BI pricing
See latest pricing at:
https://powerbi.com/dashboards/pricing/
Today, you can register to use Microsoft Power BI at
no cost

Power BI:
A freemium offering
Limited to 1GB data capacity, and basic features

Power BI Pro:
USD 9.99 per user per month
10GB data capacity, and full feature access

Next steps
http://powerbi.com
Sign up for a free Preview account
Download the apps and tools
Technet Virtual Labs for Power BI
Knowledgebase and Tutorials
Watch YouTube Videos
Register on the Developer Portal
Use Excel BI to create BI content

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