1. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Self Service ETL with Power Query dclark@go-planet.com clark.drc@gmail.com Welcome to PASS SQLSaturday! Dan Clark BI/Data Analytics Specialist Planet Technologies

2. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Self-Service BI Growth More agile to changing requirements User have in depth domain knowledge Users more technology savvy Disparate data sources Better tools that are easier to use and performant Great for prototyping

3. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! BI Users

4. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Self-service BI Tools

5. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Challenges with Data Discovery Exploring, finding and connecting to data is somewhat difficult Data often needs to be cleansed and reshaped before being consumed and analyzed Any shaping is often one-off and not repeatable Combining and merging data from multiple sources is not easy

6. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Power Query Discovery and connectivity to a wide range of data sources Highly interactive and intuitive experience for rapidly and iteratively building queries Consistency of experience, and parity of query capabilities over all data sources Joins across different data sources Ability to create custom views over data that can then be shared

7. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Power Query An Excel add-in for Excel 2010 and Excel 2013 Part of Power BI Desktop Identify and import external data Discover relevant data by using search Combine and transform multiple data sources Easy to use visual interface Power Query Language M

8. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Data Sources

9. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Demo: Connecting to Data Sources Database Files SharePoint CRM Azure

10. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Shaping Data

11. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Shaping Data Format columns Transpose rows and columns Pivot/Unpivot columns Split Columns Rename columns Remove rows and columns Split columns Set data types Replace values Remove duplicates Merge and append queries Adding Columns Adding Keys Merging Columns Date and Time Calculations

12. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Demo: Shaping Data Replacing Data Splitting Columns Merging Queries

13. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Power Query Formula Language (M) Code behind the GUI Functional Language Has more functionality than exposed by GUI Case Sensitive Can Use Parameters Contains Error Handling Functions

14. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Demo: Advanced Data Shaping Using M Creating Functions

15. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Power BI Desktop

16. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Power BI Desktop Combines and extends features of – Power Query for getting data – Power Pivot for data modeling, calculations, and measures – Power View for creating data visuals Publish to Power BI Portal – Sharing and collaboration – Creating dashboards and reports

17. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! Demo Power BI Desktop Getting Data Refining a Model Creating data visuals Publishing to a BI Portal

18. MAKING BUSINESS INTELLIGENT Brought to you by your local PASS Community! A word from my sponsor… Six-time Microsoft Federal Partner of the Year Four-time Microsoft State and Local Government Partner of the Year Four-time Microsoft Windows Partner of the Year Data Analytics and BI specialists Microsoft Office 365 and Microsoft Cloud support SharePoint and Dynamics CRM expertise (301) 721-0100 | www.go-planet.com | info@go-planet.com