1. Microsoft Power BI for Office 365
Kevin S. Goff

2. 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
My site/blog:
Launched a new SQL/BI weekly webcast/radio show:
Releasing some SQL/BI video courseware later in 2013
12/5/2018
MS Power BI for Office 365

3. 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:
Getting started URL:
Very general information:
Sign up here and register for the Preview – will be available a little later this year:
12/5/2018
MS Power BI for Office 365

4. 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

5. 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

6. 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

7. 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

8. 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

9. Where do we start???
First, load up on the Excel Add-Ins for Excel 2013
Get PowerPivot, Power View, and (maybe) Power Maps
(Power Pivot)
Power View is an add-in that comes with Excel 2013 Pro
(Power Maps)
(Power Query)
Some “getting started” information for Power Query and Power Maps
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

10. Where do we start??? Second, sign up for Office 365 (web portal)
For right now, Office 365 Enterprise E3
12/5/2018
MS Power BI for Office 365

11. App from the Microsoft Store
For windows 8 users, Power BI app from the Microsoft Store
Requires Power BI for Office 365 account
12/5/2018
MS Power BI for Office 365

12. Other Recommended Links
SQL Server MVP and SSAS/OLAP/Tabular guru Chris Webb has been doing a great job blogging on Power BI:
Good walkthrough for Power BI for Office 265 Trial:
Another good “Getting Started” Link from Microsoft:
AJ Mee has a great YouTube video
MS SQL Girl (Julie Koesmarno) has some good blog entries
A very exciting video from Amir Netz:
12/5/2018
MS Power BI for Office 365