2. Agenda Integration points between Excel and Power BI How can I decide between the two technologies Do I need to chose? Q&A

3. Integration points between Excel and Power BI Import into PBI desktop Publish to Power BI from Excel 2016 Upload Export Get Data from Power BI (2010+) Upload Import Local files vs. One Drive for Business

4. Excel content in a PBI dashboard Pinned as image Pinned from Excel Online

5. Analyze in Excel Connect to any dataset/ report New MSOLAP libraries Performance Create a library with ODC files for each dataset Enjoy both worlds

6. Choices, Choices Excel Cloudless Mainly numbers Cube functions Excel data Programmability PBI Store in the cloud or at least process in the cloud Mainly visual Any version of office, 32/64 PBI + Analyze in Excel

7. The good news Same technologies are used in both

10. Features \ Versions + SKUs Office 2013 Desktop Office 365 (Gemini Timeframe) O16 Desktop (Perpetual) Home & Student Home & Business Professional Standard Professional Plus Personal Home University 5 Business (Business Premium) 4 Pro Plus (E3,E4) Home & Student Home & Business Standard Professional Professional Plus (VL) Excel Standalone Tables & Charts  Pivot Tables  Data Acquisition & Shaping (XL and Power Query)           Get data from “basic” data sources (Text, SQL, etc)     Get data from big-data & cloud data sources (PQ)  Add-in       Refresh data in the workbooks 2 2 2 2 2 2 2 2   Public data search  Add-in   Corporate Data Catalog search  Add-in  11  11   11 11 11  Share queries through Corporate Data Catalog  Add-in  11  11  11 11 11  Data Transformations  Add-In  Data Modelling (Power Pivot)             Use & Interact with Data models in Pivot Tables and Charts   Manage Data Relationships (basic)   Auto Detect Relationships   Create & Edit DAX Measures   Relationships Diagram and Data View   Define KPIs and reporting properties   Advanced: Hierarchies, Synonyms, Data Categorizations, … 33  Data Visualizations      Native Charts (O16 – Ivy based)   Slicers   Power Map Ad d- In   Power View  Legend and Notes:  - Full functionality available  - Partial functionality  - Not available in this SKU Add-In Requires users to download and install 1 PQ Corp Catalog requires a Power BI for O365 license 2 PQ can’t be refreshed because add-in is not supported on low end SKUs 3 Synonyms editing only available in O365 SKUs 4 O365 SMB: Business can upgrade individual users to Pro Plus to get the BI capabilities 5 Students who are taking a BI course will be offered a 180 days trial of Office Professional, which has a full set of BI tools.

11. Basic Data Sources Supported in all SKUs No take-backs from O2013. Access Excel Table Web CSV XML Text SQL Server OData Feed Folder Analysis Services ODBC Facebook Big-Data/Cloud-Data/Advanced Data Sources Supported in high-end SKUs only SharePoint Lists Active Directory Microsoft Azure Marketplace Microsoft Azure SQL Database Microsoft Azure Blog Storage Microsoft Azure Table Storage Microsoft Azure HDInsight Files Hadoop Files Oracle DB2 MySQL PostgreSQL Sybase Teradata Exchange Dynamics CRM Salesforce