1. Michael Tonderum Solution Architect Aspect Software
Power BI in Office 365
Michael Tonderum
Solution Architect
Aspect Software

2. Agenda What is Power BI? What is Office 365?
Getting Started with the Power BI Preview
Power BI Sites (Apps)
Data Management Gateways and Power BI Admin Sites
Data Steward Tools and Power Query
Additional Examples and Final Thoughts

3. Business Intelligence Track
Thank You!
For Sponsoring the
Business Intelligence Track

4. My Profile michael.tonderum@aspect.com
Solution Architect with over 15 years of IT experience, working in a variety of roles: Developer (C++, .NET, BI, SharePoint), SQL DBA, Software Architect, Team Lead, Business Analyst, Project Manager, and Sales Engineer. I currently work in the Education Practice of Aspect Software, where we deliver solutions for state/local governments and schools around the country. Our solutions are typically built using Microsoft technologies such as SharePoint, Office, SQL Server, Dynamics CRM, and custom .NET code.

5. Why Are We So Lucky?
Microsoft released the preview for Power BI for Office 365 just in time for SharePoint Saturday

6. What is Power BI?

7. What is “Power BI”?
Suite of Excel-Based, Self-Service BI Tools – Combined with the O365 Service Offering:
Power Pivot – in memory tabular data warehouse and modeling engine
Power View – interactive data exploration, visualization, and presentation experience that encourages intuitive ad-hoc reporting
Power Map (a.k.a. “Geo Flow”) – geographic plotting tool for creating interactive 3D map visualizations and tours
Power Query – tool for searching, discovering, combining, and refining external data
Power BI Apps – for Office 365 and Windows 8

8. Power View
What is “Power BI”?
Power Query
Power Pivot
Power Map

9. What is Office 365?

10. Office 365 – Cloud Service Offerings
NOTE: Details of Service Offerings Depend on Licensing Levels
Outlook and Exchange – , Contacts, Calendar
Lync - IM, Presence, Voice, Video
SharePoint Online – one public website and multiple intranet site collections
My Site – newsfeed, about me, blog, tasks
SkyDrive – personal cloud storage
Office Web Apps and Client Tools – client Excel, Word, require higher licensing
Power BI – new! (preview only)

11. Office 365 – Login and Demo

12. Getting Started with the Power BI Preview

13. O365 Power BI Preview – Getting Started
Register for the Preview:
Link to Documentation:

14. Provisioning Your Office 365 Tenant

15. Add Users and Assign Licenses

16. Add Users (Details Page)

17. Add Users (Settings Page)

18. Add Users (Licenses Page)

19. Power BI Sites (Apps)

20. What is a Power BI Site and What Makes it Different than a BI Center or other SP Site?
A Power BI Site is an “app”- recall the three kinds of apps in SP 2013:
SharePoint Hosted, Provider-Hosted, and Azure-Hosted
Power BI Sites are Azure-Hosted Apps
URL for a “Power BI” link:
Workbooks are stored in the host site collection (documents library) and can be accessed and viewed directly there
Is that where most “regular” users will access and view them???

21. Using the O365 Power BI Site - Demo
Enablement of Docs
Preview Capability
How to get the preview to display correctly
Q&A
Asking questions and changing visualizations
How to add new data/How to use the new data when asking questions
Your Power BI site has access to the sample datasets. The datasets are actually Power Pivot workbooks that have been optimized to work with Q&A.
Note: Additional detail will be provided with the full release of Q&A.
English Query?
Power BI App Mainly For Admins and Data Stewards?
Workbook size limitations and workarounds - Much more info on this can be presented if needed
View workbooks up to 250 MB in Excel Web App on Office 365, if you save and enable them on the Power BI site
"Editing Restriction" message appears if the workbook is larger than 10 MB
To Only Load to the Data Model
In Power Query:
Clear Load to worksheet.
From the Excel Data tab and selected Table in the import wizard:
Go to Existing Connections > click the connection > Only create connection . Delete the original table or tables created during the initial import

28. Data Management Gateways and Power BI Admin Sites

29. Data Management Gateways
The Data Management Gateway is a client agent that provides access to on- premises data sources in your organization. You must have at least one gateway installed in your corporate environment and register it with the Power BI Admin Center portal before creating data sources in the portal.
The Power BI Admin Center lets you create multiple gateways, and download and install gateways on multiple on-premises computers. For example, you may choose to have one gateway per each department and assign all the data sources in a department to the gateway dedicated to that department. The gateway(s) installed in your organization must be connected to the Data Management Gateway service in the cloud for the clients to access on-premises data sources registered with the Admin Center.

30. Data Management Gateway – Use Cases
Allow data refresh of external data from workbooks
Allow Excel users to access external data from their desktop and create new queries and reports

31. Provisioning a Gateway and Data Source - Demo
Enablement of Docs
Preview Capability
How to get the preview to display correctly
Q&A
Asking questions and changing visualizations
How to add new data/How to use the new data when asking questions
Your Power BI site has access to the sample datasets. The datasets are actually Power Pivot workbooks that have been optimized to work with Q&A.
Note: Additional detail will be provided with the full release of Q&A.
English Query?
Power BI App Mainly For Admins and Data Stewards?
Workbook size limitations and workarounds - Much more info on this can be presented if needed
View workbooks up to 250 MB in Excel Web App on Office 365, if you save and enable them on the Power BI site
"Editing Restriction" message appears if the workbook is larger than 10 MB
To Only Load to the Data Model
In Power Query:
Clear Load to worksheet.
From the Excel Data tab and selected Table in the import wizard:
Go to Existing Connections > click the connection > Only create connection . Delete the original table or tables created during the initial import

32. Power BI Admin Site – Summary of Tasks
Manage gateways and data sources
View system health and logs
Manage co-administrators

33. Data Steward Tools and Power Query

34. What is the Role of a Data Steward?
Identify and acquire new data sources.
Create and maintain consistent reference data and master data definitions.
Publish relevant data to appropriate users in an organization, and monitor the published data sources for usage/relevance/quality feedback.
Create and manage business metadata for published data sources to ensure that it is easily discoverable, and meaningful to information workers.
Resolve data integrity issues across stakeholders.
Analyze data for quality and reconcile data issues.

35. Building Queries in Power Query - Demo
Enablement of Docs
Preview Capability
How to get the preview to display correctly
Q&A
Asking questions and changing visualizations
How to add new data/How to use the new data when asking questions
Your Power BI site has access to the sample datasets. The datasets are actually Power Pivot workbooks that have been optimized to work with Q&A.
Note: Additional detail will be provided with the full release of Q&A.
English Query?
Power BI App Mainly For Admins and Data Stewards?
Workbook size limitations and workarounds - Much more info on this can be presented if needed
View workbooks up to 250 MB in Excel Web App on Office 365, if you save and enable them on the Power BI site
"Editing Restriction" message appears if the workbook is larger than 10 MB
To Only Load to the Data Model
In Power Query:
Clear Load to worksheet.
From the Excel Data tab and selected Table in the import wizard:
Go to Existing Connections > click the connection > Only create connection . Delete the original table or tables created during the initial import

36. Power Query – Query Language “M”

37. Power Query – Query Language “M”

38. Data Steward Features in the Power BI App
Manage data sources and access to data sources
Sharing queries
Viewing usage statistics of queries
What about management of data definitions, documentation, and data business rules?

39. Additional Examples and Final Thoughts

40. Power Query and Power View - JSON

41. Power Query and Power View - JSON

42. Power Query – Other Sources
Traditional Database Servers
SSIS Packages
SharePoint Lists
Active Directory
Facebook
Wikipedia
Data.gov
Azure Marketplace
Azure HDInsight
Azure Blob Storage
Hadoop Distributed File Systems

43. Final Thoughts
Power BI Beyond the Desktop – HTML 5 and the Power BI App for Windows 8
Licensing and Full Release - ???
Limitations for the Excel Based Tools
- Not Available for Surface RT
- Office Professional Plus and Office 365 Professional Plus Editions

44. Recap What is Power BI? What is Office 365?
Getting Started with the Power BI Preview
Power BI Sites (Apps)
Data Management Gateways and Power BI Admin Sites
Data Steward Tools and Power Query
Additional Examples and Final Thoughts