Build your first Dashboard in Power BI Pro in 60 Minutes

Introduction Wes Springob (No relation to Mr. Squarepants)  Senior Business Intelligence Architect at American Express  Co-Leader of the PASS Business Intelligence Virtual Chapter (bi.sqlpass.org)  Originally from Pittsburgh, now New Port Richey

Disclosure:  Extensive use of SSRS  Proficient T-SQL Developer  New to Azure  Power BI is new to the world  General Availability as of 7/24/2015  Continuous deliver model  Open development for visualizations

Use Case Why do I need Power BI? You might have:  SSRS Reports.  Spread Mart full of Excel files with Power View/Query/Maps/Pivot.  SharePoint with Performance Point Dashboards, SSRS, Excel Services.

Use Case Why do I need Power BI? Delivering Self-Service BI using these tools can be a challenge.  Excel Version Plugins Collaboration Security  SSRS Not Self-Service Not easily customized Major Release based visualizations Collaboration  Sharepoint Complex configuration Cost Still Requires Excel and / or SSRS

Use Case How does Power BI help?  Excel No more Version No more Plugins Collaboration is built in Domain Security  SSRS Not Is Self-Service Not Is easily customized Major Continuous Release based visualizations Collaboration is built in  SharePoint Less Complex configuration Low Cost Still Requires Excel and / or SSRS

Use Case Oh, by the way, you also get:  Natural Language Query  Built in mobile support for Windows, iOS, and Android  Requires no on site infrastructure  Azure DB & Azure DW support  Scheduled Data Refresh from almost any on-prem data source  Developer tools to plug into Rest APIs  Streaming Analytics up to 1M rows per hour

Meet the players: 1. A.Free Preview & Pro 2.Power BI Designer has become Power BI Desktop 3.Data Refresh connectors A.Analysis Services Connector OR B.Power BI Personal Gateway 4.Mobile Apps A.Windows B.iOS C.Android

Learn their roles: ToolRoleThink PowerBI.Microsoft.comHostReport Manager, SharePoint. Power BI DesktopDeveloper tool / Local Presentation VS, Report Builder, Excel. Data Refresh Connectors Connection Manager, Security, DB Driver. SSRS or SharePoint Data Source. Mobile AppsCEOs Pavlov’s Dogs Security Officer Ulcers

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Getting started:  Create your Power BI account.  Must be a business , no Gmail.  Download & install Power BI Desktop.  Create a local.pbix file that contains data, filters, formulas & visualizations.  Upload the.pbix file to your Power BI account.  Customize content in a Power BI Dashboard.  Download & install Personal Gateway. Get the latest version!  Configure & Start Personal Gateway.  Schedule Refresh of data set on Power BI Site.

Personal Gateway Security Accounts:  SQL Server Instance account to access the database  Local Machine account, admin or non-admin. (Service / Application)  Power BI Account

Queries?

Resources: Power BI: power-bi-personal-gateway features-in-the-power-bi-desktop-september-update.aspx This Slide Deck: