Microsoft Power BI for Office 365 Kevin S. Goff

Kevin S. Goff: 30 seconds of Shameless Promotion Developer/architect since 1987 / Microsoft SQL Server MVP Columnist for CoDe Magazine since 2004, “The Baker’s Dozen” Productivity Series”, 13 tips on a SQL/BI topic Wrote a book, collaborated on a 2nd book Frequent speaker for SQL Server/SharePoint community events Email: kgoff@kevinsgoff.net My site/blog: www.KevinSGoff.Net Launched a new SQL/BI weekly webcast/radio show: http://www.BDBIRadio.com Releasing some SQL/BI video courseware later in 2013 12/5/2018 MS Power BI for Office 365

Power BI for Office 365 This is a beginner session If you’ve been working with Power BI for Office 365, you probably won’t pick up much from this Intended to show the general capabilities (and limitations) This series of webinars has covered the specific components of Power BI for Office 365: http://bavc.sqlpass.org Getting started URL: Very general information: http://www.microsoft.com/en-us/bi/default.aspx Sign up here and register for the Preview – will be available a little later this year: http://office.microsoft.com/en-us/excel/power-bi-FX104080667.aspx 12/5/2018 MS Power BI for Office 365

Power BI for Office 365 – What is is? One way to look at it – there are 2 major parts The first is a set of Excel 2013 add-ins Power Pivot (a simple way to create analytic pivot tables) Power View (a new data visualization tool for creating “image” reports and charts) Power Map (formerly GeoFlow, creates 3-D geographic visualizations using Bing Maps under the hood) Power Query (allows you to search and query data from public sources) The second is based on Office 365 Cloud Services Office 365 Power BI sites that offer a cloud-based version of SharePoint portals for sharing Excel content Data Management Gateway so that IT can control data sources published on Power BI sites (as well as user access) Mobile BI device support for Windows 8, Windows RT and iOS tables (iPads) to view visualizations using HTML5 12/5/2018 MS Power BI for Office 365

Power BI for Office 365 In a traditional SharePoint 2010 or 2013 environment: Works well, but requires SharePoint licenses and maintenance Users then publish the Excel content to a SharePoint site collection SharePoint Enterprise Server Site Collections for Excel, PowerPivot, Power View Galleries Other document libraries containing Business Intelligence Data Business Users/Developers take data from SQL Server (or other sources), create Pivot Tables and Pivot Charts in Excel Larger set of users interact with the data in SharePoint 12/5/2018 MS Power BI for Office 365

Power BI for Office 365 But what if….??? What if this piece could exist “in the cloud”, in an external portal that could render all the Excel content , and even work with newer versions of Excel add-ins? Users then publish the Excel content to a SharePoint site collection SharePoint Enterprise Server Site Collections for Excel, PowerPivot, Power View Galleries Other document libraries containing Business Intelligence Data Business Users/Developers take data from SQL Server (or other sources), create Pivot Tables and Pivot Charts in Excel Larger set of users interact with the data in SharePoint And what if mobile users could access this site with a Surface table or an iPad? 12/5/2018 MS Power BI for Office 365

Power BI for Office 365 That’s the basis of Power BI for Office 365 Office 365 site, managed by Microsoft, that contains stripped down version of SharePoint, with simpler management features Users then publish the Excel content to an Office 365 site Office 365 Server (with SharePoint support) Site Collections for Excel, PowerPivot, Power View Galleries Other document libraries containing Business Intelligence Data Business Users/Developers take data from SQL Server (or other sources), create Pivot Tables and Pivot Charts in Excel Larger set of corporate users interact with the data by accessing Office 365 site (either with desktop or laptop or mobile device 12/5/2018 MS Power BI for Office 365

Max workbook upload is 250 MB Power BI for Office 365 That’s the basis of Power BI for Office 365 Office 365 site does not contain ALL features of SharePoint Enterprise (such as PerformancePoint Services) Users then publish the Excel content to an Office 365 site Office 365 Server (with SharePoint support) Site Collections for Excel, PowerPivot, Power View Galleries Other document libraries containing Business Intelligence Data Max workbook upload is 250 MB Business Users/Developers take data from SQL Server (or other sources), create Pivot Tables and Pivot Charts in Excel Larger set of corporate users interact with the data by accessing Office 365 site (either with desktop or laptop or mobile device 12/5/2018 MS Power BI for Office 365

Where do we start??? First, load up on the Excel Add-Ins for Excel 2013 Get PowerPivot, Power View, and (maybe) Power Maps http://www.microsoft.com/en-us/bi/powerpivot.aspx (Power Pivot) Power View is an add-in that comes with Excel 2013 Pro http://www.microsoft.com/en-us/download/details.aspx?id=38395 (Power Maps) http://www.microsoft.com/en-us/download/details.aspx?id=39379 (Power Query) Some “getting started” information for Power Query and Power Maps http://blogs.msdn.com/b/powerbi/archive/2013/07/07/getting-started-with-pq-and-pm.aspx These are KILLER add-ins that allow Microsoft to compete with other self-service BI tools like QlikView and Tableau 12/5/2018 MS Power BI for Office 365

Where do we start??? Second, sign up for Office 365 (web portal) http://office.microsoft.com/en-us/business/office-365-enterprise-e3-business-software-FX103030346.aspx For right now, Office 365 Enterprise E3 12/5/2018 MS Power BI for Office 365

App from the Microsoft Store For windows 8 users, Power BI app from the Microsoft Store http://apps.microsoft.com/windows/en-us/app/microsoft-power-bi/b7e7c94d-2ea3-4fa6-a277-9d19a1f697ba# Requires Power BI for Office 365 account 12/5/2018 MS Power BI for Office 365

Other Recommended Links SQL Server MVP and SSAS/OLAP/Tabular guru Chris Webb has been doing a great job blogging on Power BI: http://cwebbbi.wordpress.com/2013/08/22/power-bi-news-roundup/ http://cwebbbi.wordpress.com/2013/07/08/some-thoughts-about-power-bi/#comments Good walkthrough for Power BI for Office 265 Trial: http://www.youtube.com/watch?v=COIrb7VNSeU Another good “Getting Started” Link from Microsoft: http://office.microsoft.com/en-us/excel/power-bi-download-add-in-FX104087144.aspx AJ Mee has a great YouTube video http://www.youtube.com/watch?v=q1qD5h7iUc4 MS SQL Girl (Julie Koesmarno) has some good blog entries http://www.mssqlgirl.com/ A very exciting video from Amir Netz: http://www.youtube.com/watch?v=Jsa-5LGx_IY 12/5/2018 MS Power BI for Office 365