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Self-Service Business Intelligence with Power BI Theresa Eller | sharepointmadam.com | slideshare.net/SharePointMadam.

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Presentation on theme: "Self-Service Business Intelligence with Power BI Theresa Eller | sharepointmadam.com | slideshare.net/SharePointMadam."— Presentation transcript:

1 Self-Service Business Intelligence with Power BI Theresa Eller | @SharePointMadam | sharepointmadam@gmail.com sharepointmadam.com | slideshare.net/SharePointMadam

2 Business Systems Analyst at MD Anderson Cancer Center Microsoft Office Specialist certified in SharePoint 2013 President of Houston SharePoint User Group (HSPUG) Frequent speaker at SharePoint events Dallas, Paris, Houston, New York City, Baton Rouge, San Antonio, Raleigh Mom to 2 furry, four-legged children (Shay & Cookie) Theresa Eller Business Systems Analyst at MD Anderson Cancer Center Microsoft Office Specialist certified in SharePoint 2013 President of Houston SharePoint User Group (HSPUG) Frequent speaker at SharePoint events Dallas, Paris, Houston, New York City, Baton Rouge, San Antonio, Raleigh Mom to 2 furry, four-legged children (Shay & Cookie)

3 6/13/2015 Visit the Sponsor tables to enter their end of day raffles. Turn in your completed Event Evaluation form at the end of the day in the Registration area to be entered in additional drawings. Want more free training? Check out the Houston Area SQL Server User Group which meets on the 2 nd Tuesday of each month. Details at http://houston.sqlpass.org http://houston.sqlpass.org Thank You Sponsors!

4 Agenda Power BI Designer Power BI Dashboard Power Query Power View PowerPivot

5 Demos Download, install, and enable Power BI Designer, Power Query, Power View Import data from SQL Server Load data to the data model Expand or remove columns of data Create reports & charts in Power BI Designer and Power View Share Power BI dashboards with others Expose Power View reports & charts in SharePoint

6 Power BI Designer Preview

7 Getting Started From the Power BI site powerbi.microsoft.com Sign up for a free account Download Power BI Designer Preview Open Power BI Designer Have your data source(s) ready Power BI Designer Preview is subject to change without notice.

8 Power BI Designer Welcome Page

9 Power BI Designer Get Data Switch between Report and Query view

10 Get Data

11 Get Data from SQL Server

12 Credentials

13 Select Tables to Load

14 Load to Data Model

15 Manage Relationships

16 Select Fields from the Tables Chart or graph automatically starts building upon selecting first field

17 Multiple Charts on Same Page

18 Change Chart Type

19 Power BI Dashboard

20 Power BI Preview app.powerbi.com Browser-based Create dashboards Create reports Upload reports Mobile App Available for iOS and Windows tablets

21 Welcome Screen – app.powerbi.com

22 Welcome Screen – Mobile App

23 Create Dashboard

24 Get Data (1 of 3) Imports reports to selected dashboard

25 Get Data (2 of 3) Azure SQL DatabaseSQL Server Analyses Server

26 Get Data (3 of 3)

27 Report Added to Dashboard Delete the report (optional)

28 Reports and Data Set Added to Power BI

29 Click the Report to Open It

30 Reporting View

31 Editing View

32 Add Pages to the Report

33 Too Much of a Good Thing

34 Filters

35 Save New Report

36 Pin Report to Dashboard

37 Resize the Map/Chart on the Dashboard

38 Share the Dashboard app.powerbi.comMobile App

39 Where Did You Go?

40 Power Query

41 An Excel add-in that enhances the self-service Business Intelligence experience in Excel by simplifying data discovery, access and collaboration A new add-in that provides a seamless experience for data discovery, data transformation and enrichment for Information Workers, BI professionals and other Excel users Identify the data you care about from the sources you work with (e.g. relational databases, Excel, text and XML files, OData feeds, web pages, Hadoop HDFS, etc.). Combine data from multiple, disparate data sources and shape it in order to prepare the data for further analysis in tools like Excel and Power Pivot, or visualization in tools like Power View and Power Map.

42 Power Query Requirements Operating System Windows 7, 8, 8.1 Windows Server 2008 R2 Windows Server 2012 Internet Explorer 9 (or higher) Microsoft Office 2013: Power Query Premium: All Power Query features available for: Professional Plus, Office 365 ProPlus or Excel 2013 Standalone Microsoft Office 2013: Power Query Public: Available for all other Office 2013 Desktop SKUs. Includes all Power Query features, except the following ones: Corporate Power BI Data Catalog, Azure-based data sources, Active Directory, HDFS, SharePoint Lists, Oracle, DB2, MySQL, PostgreSQL, Sybase, Teradata, Exchange, Dynamics CRM, SAP BusinessObjects, Salesforce. Microsoft Office 2010 Professional Plus with Software Assurance

43 Enable Power Query Add-In File > Options > Add-Ins > COM Add-Ins

44 Power Query Tab & Ribbon

45 Get External Data

46 Get Data from Microsoft SQL Database

47 Select Tables

48 Load To Data Model Handles hundreds of millions of rows of data

49 Workbook Queries

50 Launch Editor

51 Flatten Columns

52 Flattened (Expanded) Column

53 Query Editor Ribbon

54 Close & Load Updates the workbook queries with applied changes

55 Power View

56 Power View Requirements Microsoft Excel 2013 Office Professional Plus 2013 Office 365 Professional Plus Standalone edition of Excel 2013 SharePoint Server Enterprise Edition (2010 or 2013) SQL Server 2012 SP1 Reporting Services Add-In

57 Insert – Power View

58 Power View Sheet

59 Select Fields

60 Switch Visualization

61 Geocode Data Through Bing

62 Change Layout

63 Charts on Same Page are Connected

64 Slicers Filter All Charts on the Page

65 Data Refresh Refresh – current connection Refresh All – all connections

66 PowerPivot

67 Powerful data analysis Import millions of rows from multiple sources Excel COM add-in Download for 2010 Built-in for 2013 Enable add-in if you don’t see the PowerPivot tab

68 PowerPivot Ribbon

69 Get Data Power Query PowerPivot

70 Insert – Pivot Table

71 PowerPivot Sheet

72 Select Fields

73 PowerPivot Report

74 Slicer

75 Questions?

76 Online Resources Download SQL Server 2012 Express https://www.microsoft.com/en-us/download/details.aspx?id=29062 Download Adventure Works Database http://msftdbprodsamples.codeplex.com/ Power BI Blog https://blogs.office.com/sku/power-bi/ The White Pages http://whitepages.unlimitedviz.com/

77 People Who Speak/Write About Power BI John White @diverdown1964 whitepages.unlimitedviz.com Jason Himmelstein @sharepointlhorn sharepointlonghorn.com Dave Feldman @bostonmusicdave about.me/bostonmusicdave Chris McNulty @cmcnulty2000 chrismcnulty.net

78 6/13/2015 Visit the Sponsor tables to enter their end of day raffles. Turn in your completed Event Evaluation form at the end of the day in the Registration area to be entered in additional drawings. Want more free training? Check out the Houston Area SQL Server User Group which meets on the 2 nd Tuesday of each month. Details at http://houston.sqlpass.org http://houston.sqlpass.org Thank You Sponsors!

79 Theresa Eller @SharePointMadam sharepointmadam@gmail.com sharepointmadam.com slideshare.net/SharePointMadam


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