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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
Stay connected
from any device
Live
connectivity
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
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
Simple signup
Go to powerbi.com
Specify your
organizational email
Click Use it Free
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
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
datasets and
dashboards, created
jointly by SaaS partners
and Microsoft
Dynamic
s
Marketin
g
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
tapping
Swipe up and down to see
chart
Click annotate icon to
interesting data
Create, view, and remove
favorites
dashboard to open
Select bell icon to add alert
Type numbers to receive
3. Easily
share
dashboards
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
Files
Analysis Services tabular
model
Files
Analysis Services tabular
model
Cloud based solutions
Data refresh
Data Source
Refresh
Excel
GitHub
Marketo
Salesforce
SendGrid
Zendesk
Data source
Authentication
type
Account key
Account key
Azure HDInsight
Account key
Azure marketplace
Marketplace key
OAuth2
Salesforce
OAuth2
N/A
Basic
Power BI data
movement service
Power BI
Secure Credential
Store
Cloud-to-cloud
optimized for
throughput
Power BI
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
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.
Analytics is
currently available
as private preview
Set email to
mailto:nrtpmteam@microsoft
.com
to request access
to private preview
5. Simplified
data
modeling
and
authoring
Power BI
Designer
A
free downloadable
Create Power BI
Content
Power BI
Designer Preview
in your Power BI
dashboard
Run the 32 or 64 bit
version of the
designer when
prompted in your
browser
Begin by clicking
Get Data
find a data
source, or
choose from one
of four specific
categories
Connect
Select file to load
Start designing
immediately
as Headers to setup
the fields
Relationships dialog
Drag and drop the related
coming soon!
2.
3.
4.
5.
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%
pulling down the dataset and then uploading it to the Power BI web interface
(this differs from the live connection to Analysis Services feature)
http://
support.powerbi.com/knowledgebase/articles/489224-what-s-new-in-the-latest
-power-bi-designer-preview
6. Explore and
gain new
insights
Gauge
Combo Chart
Tree Map
Fill Map
Revenue
DEMO
Model and design
dashboards with
Power BI designer
Working with
dashboards
7. Enabling
Analysis
Services
access for
business
analysts
Live dashboards
and exploration
Live query
Analysis
Services onpremises
Analysis Services
Connector
Preview and install
it
Click the Launch
button
credentials
Provide server
credentials
Go to Connect to SQL
credentials for
administrator account,
provide a description of
the connection and
confirm
Power BI
data movement
service
Power BI
2
Provision
2. Power BI service
provisions data
movement service
Azure
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
Power BI
Get bus
info
Azure Service
Bus
Analysis
Services
connector
Cloud
Onpremises
8. Share with
teams
through
groups
coming
soon
DEMO
Configure and
use Analysis
Services
connector
9. Custom
connectors
and content
packs
10. Real-time
content
and
manageme
nt with
REST-API
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
Live
connectivi
ty
Custom application to
manage real time
dashboard using Power BI
API
Description
GET
PUT
DELET
E
Deletes an object.
POST
Native
Receive a Client ID when
Description
Create content
AuthenticationCont
ext
2. Get an Azure Active
rows
Power BI
Datasets
Tables
Rows
your organization
path using datasets
Returns JSON with
id and name
"id": "2C0CCF12-A369-4985-A643-0995C249D5B9",
"name": "Music"
},
{
"id": "C446840B-94AD-4B23-8896-C276E69B8FAA",
"name": "SalesMarketing"
}
]
}
"tables":
the dataset
[
{
"name": "Product", "columns":
[
{ "name": "ProductID", "dataType": "Int64"},
the table
"rows":
[
{
"ProductID":1,
"Name":"Adjustable Race",
"Category":"Components",
"IsCompete":true,
"ManufacturedOn":"07/30/2014"
}
]
}
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
application
Power BI displays
the Authorize
Device dialog for
the app token
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