1. Power BI Desktop

2. Power BI – Brief Information
Power BI is a business analytics solution that lets you visualize your data and share insights across your organization, or embed them in your app or website. Connect to hundreds of data sources and bring your data to life with live dashboards and reports. interface is simple enough for end users to create their own reports and dashboards.
Power BI provides cloud-based BI services, known as "Power BI Services", along with a desktop based interface, called "Power BI Desktop". It offers data warehouse capabilities including data preparation, data discovery and interactive dashboards

3. Power BI – Key Component
Power BI Desktop :- The Windows-desktop-based application for PCs and desktops, primarily for designing and publishing reports to the Service.
Power BI Service : online service (now referred to as PowerBI.com or simply Power BI).
Power BI Mobile Apps : The Power BI Mobile apps for Android and iOS devices, as well as for Windows phones and tablets.
Power BI Gateway :Gateways used to sync external data in and out of Power BI. In Enterprise mode, can also be used by Flows and PowerApps in Office 365.
Power BI Embedded : Power BI REST API can be used to build dashboards and reports into the custom applications that serves Power BI users, as well as non-Power BI users.
Power BI Report Server : An On-Premises Power BI Reporting solution for companies that won't or can't store data in the cloud-based Power BI Service.
Power BI Visuals Marketplace :A marketplace of custom visuals and R-powered visuals.

4. Pro License Capabilities:
FREE vs. PRO vs. PREMIUM
Individual & Team Use Enterprise Distribution
Power BI
FREE
Power BI
PRO
Power BI
PREMIUM
No license required but users have limited access and can’t collaborate or distribute content
Individually licensed and can leverage all content creation and interaction features
Licensing based on dedicated capacity vs. number of users; content can be viewed without additional per-user costs
Pro License Capabilities:
All from Free tier +
Free tier capabilities:
Premium Capacity Capabilities:
No license required
Connect to 70+ data
sources (desktop & service)
Publish to Web
Export to PowerPoint,
Excel, CSV
Capacity-based license
Publish reports across a company
without need for individual user licenses
Greater scale & performance than shared capacity
Works with on-premise Power BI Report
Server
User-based license
App creation
Subscriptions
Peer-to-Peer Sharing
App Workspaces
Analyze in Excel & Power BI Desktop
NOTE: Pro licenses still required to publish,
share, and collaborate
Note: These lists may NOT be comprehensive as service features and functionality are frequently updated

5. Workflow of Power BI Desktop
Query Editor
Data View
Report View
Data preparation
Data modelling
Data visualization
Relationship View

6. POWER QUERY

7. WHEN TO USE POWER QUERY Use Power Query and when you want to…
Analyze more data than can fit into a worksheet Create connections to databases or external sources Blend data across multiple large tables
Automate the process of loading and shaping your data Unleash the full business intelligence capabilities of Power BI

8. #1: IMPORT & ANALYZE MILLIONS OF ROWS
When was the last time you loaded
25,000,000 rows of data into Excel?
When you connect to data with Power Query and load it to Power BI’s Data Model, the data is compressed and stored in memory, NOT in worksheets (no more 1,048,576 row limit!)

9. “THE BEST THING TO HAPPEN TO Power BI
Import and analyze MILLIONS of rows of data in Power BI
Access data from virtually anywhere (database tables, flat files, cloud services, folders, etc.)
Quickly build models to blend and analyze data across sources
Instantly connect sources and analyze holistic performance across your entire data model
Create fully automated data shaping and loading procedures
Connect to databases and watch data flow through your model with the click of a button
Define calculated measures using Data Analysis Expressions (DAX)
No more redundant A1-style “grid” formulas; DAX expressions are flexible, powerful and portable

10. MEET POWER QUERY Power Query (aka “Get & Transform”) allows you to:
Connect to data across a wide range of sources
Filter, shape, append and transform raw data for further analysis and modeling
Create stored procedures to automate your data prep (like a macro!)
The Power Query tools live in the Data tab, under
the “Get & Transform” section (Power BI 2016)

11. TYPES OF DATA CONNECTIONS
From File
From Database
FromAzure
From Online Services
From Other Sources

12. THE QUERY EDITOR Query Editing Tools Formula Bar Name your table!
(this is “M” code)
Name your table!
Data Preview
Applied Steps
Access the Query Editor by creating a new query and choosing the “Edit” option, or by launching
the Workbook Queries pane (Data > Show Queries) and right-clicking an existing query to edit

13. #3: AUTOMATE YOUR DATA PROCESSING
With Power Query, you can filter, shape and transform your raw data before loading it into the data model
Each step is automatically recorded and saved with the query, and applied whenever the source data is refreshed – like a macro!

14. QUERY EDITOR TOOLS
The HOME tab includes general settings and common table transformation tools
The TRANSFORM tab includes tools to modify existing columns (splitting/grouping, transposing, extracting text, etc.
The ADD COLUMN tools create new columns based on conditional rules, text operations, calculations, dates, etc.

15. BASIC TABLE TRANSFORMATIONS
Sort values
(A-Z, Low-High, etc.)
Change data types
(date, $, %, text, etc.)
Promote header row
Duplicate, move &
rename columns
Keep or remove columns
Tip: Right-click the column header to access common tools
Tip: use the “Remove Other Columns” option if you always want a specific set
Keep or remove rows
Tip: use the “Remove Duplicates” option to create a new lookup table from scratch

16. TEXT-SPECIFIC TOOLS HEY THIS IS IMPORTANT!
Extract characters from a text column using a fixed length, first or last, or a defined range
Split a text column based on either a specific delimiter or a number of characters
Tip: Select two or more columns to
merge or concatenate fields
HEY THIS IS IMPORTANT!
You can access many of these tools in both the “Transform” and “Add Column” menus -- the difference is whether you want to add a new column or modify an existing one
Format a text column to upper, lower or proper case, or add a prefix or suffix
Tip: Use “Trim” to eliminate leading & trailing spaces,
or “Clean” to remove non-printable characters

17. NUMBER-SPECIFIC TOOLS
Information tools allow you to define binary flags (TRUE/FALSE or 1/0) to mark each row in a column as even, odd, positive or negative
Standard Scientific Trigonometry
Standard, Scientific and Trigonometry tools allow you to apply standard operations (addition, multiplication, division, etc.) or more advanced calculations (power, logarithm, sine, tangent, etc) to each value in a column
Statistics functions allow you to evaluate basic stats for the selected column (sum, min/max, average, count, countdistinct, etc)
Note: These tools return a SINGLE value, and are commonly used to explore a table rather than prepare it for loading
Note: Unlike the Statistics options, these tools are applied to each individual row in the table

18. DATE-SPECIFIC TOOLS PRO TIP:
Date & Time tools are relatively straight-forward, and include the following options:
Age: Difference between the current time and the date in each row
Date Only: Removes the time component of a date/time field
Year/Month/Quarter/Week/Day: Extracts individual components from a date field (Time-specific options include Hour, Minute, Second, etc.)
Earliest/Latest: Evaluates the earliest or latest date from a column as a single value (can
only be accessed from the “Transform” menu)
Note: You will almost always want to perform these operations from the “Add Column” menu to
build out new fields, rather than transforming an individual date/time column
PRO TIP:
Load up a table containing a single date column and use Date tools to build out an entire calendar table

19. CREATING A BASIC CALENDAR TABLE
Use pre-defined Date options in the “Add Column” menu to quickly build out a calendar table from a list of dates

20. ADDING AN INDEX COLUMN
Index Columns contain a list of sequential values that can be used to identify each unique row in a table (typically starting from 0 or 1)
These columns are often used to create unique IDs that can be used to form relationships between tables (more on that later!)

21. ADDING A CONDITIONAL COLUMN
Conditional Columns allow you to define new fields based on logical rules and conditions (IF/THEN statements)
In this case we’re creating a new conditional column called “Order Size”, which depends on the values in the “quantity” column, as follows:
If quantity >5, Order Size = “Large”
If quantity is from 2-5, Order Size = “Medium”
If quantity =1, Order Size = “Small”
Otherwise Order Size = “Other”

22. GROUPING & AGGREGATING DATA
Group By allows you to aggregate your data at a different level
(i.e. transform daily data into monthly, roll up transaction-level data by store, etc.)
In this case we’re transforming a daily, transaction-level table into
a summary of “quantity” by “product_id”
Note that we lose any field not specified in the Group By settings

23. PIVOTING & UNPIVOTING
“Pivoting” is a fancy way to describe the process of turning distinct row values into columns (“pivoting”) or turning columns into rows (“unpivoting”)
Imagine that the table is on a hinge; pivoting is like rotating it from a vertical to a horizontal layout, and unpivoting is like rotating it from horizontal to vertical
NOTE: Transpose works very similarly, but doesn’t recognize unique values; instead, the entire table is transformed so that each row becomes a column and vice versa

24. MERGING QUERIES Merging queries allows you to join tables
based on a common column (like VLOOKUP)
In this case we’re merging the FoodMart_Transactions_1997 table with the Product_Lookup table, which share a “product_id” column
TIP: Merging adds columns to an existing table
HEY THIS IS IMPORTANT!
Just because you can merge tables,
doesn’t mean you should.
In general, it’s better to keep tables separate and define relationships between them (more on that later!)

25. APPENDING QUERIES PRO TIP:
Appending queries allows you to combine (or stack) tables that share a common structure and set of columns
In this case we’re appending the FoodMart_Transactions_1998 table to the FoodMart_Transactions_1997 table, since they contain the same set of columns and data types
TIP: Appending adds rows to an existing table
PRO TIP:
Use the “From Folder” query option to automatically append all files from within the same folder

26. POWER QUERY BEST PRACTICES
Give your queries clear and intuitive names, before loading the data
Define names immediately; updating query & table names later can be a headache,
especially if you’ve already referenced them in calculated measures
Don’t use spaces in table names (otherwise you have surround them with single quotes)
Do as much shaping as possible at the source of the data
Shaping data at the source (i.e. SQL, Access) minimizes the need for complex procedures in Power Query, and allows you to create new models without replicating the same process
When working with large tables, only load the data you need
Don’t include hourly data when you only need daily, or product-level transactions when you only care about store-level performance; extra data will only slow you down

27. The Query Editor
How we import and prepare our data

28. Power BI Desktop – Query Editor
Data View
Report View
Relationship View
Data preparation
Data modelling
Data visualization

29. DATABASE NORMALIZATION
Normalization is the process of organizing the tables and columns in a relational database to reduce redundancy and preserve data integrity. It is commonly used to:
Eliminate redundant data to decrease table sizes and improve processing speed & efficiency
Minimize errors and anomalies from data modifications (inserting, updating or deleting records)
Simplify queries and structure the database for meaningful analysis
In a normalized database, each table should serve a distinct and specific purpose (i.e. product information, calendar fields, transaction records, customer attributes, etc.)
When you don’t normalize, you end up with tables like this; all of the duplicate product records could be eliminated with a lookup table based on product_id
This may not seem critical now, but minor inefficiencies can become major problems as databases scale in size

30. DATA TABLES VS. LOOKUP TABLES
Models generally contain two types of tables: data (or “fact”) tables, and lookup (or “dimension”) tables
Data tables contain numbers or values, typically at the most granular level possible, with ID or “key” columns
that can be used to connect to each lookup table
Lookup tables provide descriptive, often text-based attributes about each dimension in a table
This Calendar Lookup table provides additional attributes about each date (month, year, weekday, quarter, etc.)
This Product Lookup table provides additional attributes about each product (brand, product name, sku, price, etc.)
This Data Table contains “quantity” values, and connects to lookup tables via the “date” and “product_id” columns

31. PRIMARY & FOREIGN KEYS
These columns are primary keys; they uniquely identify each row of a table, and match the foreign keys in related data tables
These columns are foreign keys; they contain multiple instances of each value, and are used to match the primary keys in related lookup tables

32. RELATIONSHIPS VS. MERGED TABLES
Can’t I just merge queries or use LOOKUP or RELATED functions to pull those attributes into the fact table itself, so that I have everything in one place??
-Anonymous confused man
Original Fact Table fields
Attributes from Calendar Lookup table
Attributes from Product Lookup table
Sure, but it’s extremely inefficient.
Merging data in this way creates redundant data and utilizes significantly more memory and processing power than creating relationships between multiple small tables

33. CREATING TABLE RELATIONSHIPS
Option 1: Click and drag relationships in Diagram View
Option 2: Use “Create Relationship” in the Design tab
Tip: Always drag relationships from the Data table to the Lookup tables

34. CONNECTING LOOKUPS TO LOOKUPS
PRO TIP:
Models with multiple related lookup tables
are called “snowflake” schemas
Models with a single table for each lookup
or dimension are called “star” schemas
This Transactions data table can connect to Store_Lookup using store_id, but does not contain a region_id to connect to the Region_Lookup table
By creating a relationship between Store_Lookup and Region_Lookup (using region_id), we have essentially connected Transactions with Region_Lookup; filter context will now flow all the way down the chain

35. RELATIONSHIP CARDINALITY
Cardinality refers to the uniqueness of values in a column In Power Pivot, all relationships in a data model should
follow a “one-to-many” cardinality
Each column (or “key”) used to join tables can only have one instance of each unique value in the lookup table (these are the primary keys), but may have many instances of each unique value in the data table (these are the foreign keys)
In this case we’re joining the Calendar_Lookup table to the FoodMart_Transactions data table using the date column as our key
There is only one instance of each date in the lookup table (noted by the “1”), but many instances of
each date in the data table (noted by the asterisk “*”), since multiple transactions occur each day

36. BAD CARDINALITY: MANY-TO-MANY
If we try to connect these tables using the product_id field, we’ll have a many-to-many relationship since there are multiple instances of each ID in both tables
Even if we could create this relationship in Power Pivot, how would you know which product was actually sold on each date – Cream Soda or Diet Cream Soda?

37. BAD CARDINALITY: ONE-TO-ONE
In this case, connecting the tables above using the product_id field creates a one-to-one
relationship, since each ID only appears once in each table
Unlike many-to-many, there is nothing illegal about this relationship; it’s just inefficient
To eliminate the inefficiency, you could simply
merge the two tables into a single, valid lookup
Note: this still respects the laws of normalization, since all
rows are unique and directly related to the primary key

38. CONNECTING MULTIPLE DATA TABLES
Here we’ve loaded a second data table named Returns, containing records of returns by date, product and store
This table connects to each lookup exactly like the Transactions table did, except that there is no way to connect the Returns table to Customer_Lookup
This allows us to analyze data across both tables in the same pivot, as long as we only filter or segment the data using lookups that are common to both
In other words, we know which product was returned, which store it was returned to, and which date the return occurred, but NOT which customer was responsible
HEY THIS IS IMPORTANT!
NEVER try to connect data tables directly to each other;
ALWAYS connect them indirectly via shared lookup tables!

39. FILTER DIRECTION IS IMPORTANT
This model includes two data tables (Transactions and Returns), both connected to the Calendar_Lookup
Note the filter directions (shown as arrows) in each relationship; in Power Pivot (2016) these will always point from the “one” side of the relationship (lookups) to the “many” side (data tables)*
Filtering a table will impact any tables “downstream” of it, as
defined by the filter relationship (i.e the direction of the arrow)
Let’s say we’re analyzing both Transactions and Returns in the same PivotTable; filtering by the Calendar_Lookup date field will return correctly filtered data from both data tables, but filtering by the Transactions date field will yield unfiltered Returns values
PRO TIP:
Arrange your lookup tables above your data tables in diagram view to remind you that filters always flow “downstream”

40. FILTER DIRECTION IS IMPORTANT (CONT.)
Calendar_Lookup filters flow “down” to both the Transactions and Returns tables, so we can filter or segment those metrics using any field from the Calendar table
Filtering by date in the Transactions table yields incorrect, unfiltered values from the Returns table, since filter context cannot flow
“upstream” to the Calendar table

41. DEFINING HIERARCHIES
Hierarchies are groups of nested columns that reflect multiple levels of granularity
For example, a “Geography” hierarchy might include Country, State, and City columns
Each hierarchy is treated as a single item in PivotTables and PivotCharts, allowing users to “drill up” and “drill down” through different levels of the hierarchy in a meaningful way
Drag fields to create a hierarchy
Right-click a field to see the hierarchy options
Hierarchies appear in Power Pivot

42. DATA MODEL BEST PRACTICES
Normalize your data model before you do anything else
Make sure that each table in your model serves a single, distinct purpose
Use relationships vs. merged tables; long & narrow tables are better than short & wide
Organize lookup tables above data tables in the diagram view
This serves as a visual reminder that filters always flow “downstream”
Hide fields from client tools to prevent invalid filter context
All foreign key columns should be hidden from data tables, so that users are only able to use valid fields for filtering and segmentation

43. The Star Schema
FACT TABLE
DIM TABLE VS

44. The Star Schema Products IdentifierProd ProductType PricePerUnit
CostperUnit
DIM TABLE
Customers
IdentifierCust
FirstName
SecondName
Age
Gender
DIM TABLE
Sales
IdentifierProd
IdentifierDate
IdentifierCust
IdentifierGeo
UnitsSold
TotalSales
TotalCost
FACT TABLE
Time
IdentifierDate
Year
Quarter
Month
Week
Day
SalesPoint
IdentifierGeo
Continent
Country
City

45. Our Project – Current structure
Population-Combined
Country-ID
Country
Year
AgeGroup
Gender
Population

46. Out Project turned into a Star Schema
Population
Country-ID
AgeGroup-ID
Year
Gender
FACT TABLE
Region
Country-ID
Country
DIM TABLE
Age
AgeGroup-ID
AgeGroup
Category
DIM TABLE

47. Query: Duplicate vs. Reference
Source file
Query Editor C
Query 2 (Reference to Query 1) A B
Query 1 (Created in Query Editor)
Query 2 (Duplicate of Query 1)

48. Merge Queries - Join Kind
Merged Queries
LEFT ID
Sales
Region A 10
USA B 50
n/a C 20
Asia
RIGHT ID
Region
Sales A
USA 10 BB
Europe
n/a C
Asia 20
FULL ID
Sales
Region A 10
USA B 50
n/a C 20
Asia BB
Europe
Separate Queries
Outer
Query 1 LEFT
Query 2 RIGHT ID
Sales A 10 B 50 C 20 ID
Region A
USA BB
Europe C
Asia
Anti ID
Sales
Region B 50
n/a ID
Region
Sales BB
Europe
n/a
Inner ID
Sales
Region A 10
USA C 20
Asia

49. Import data into the data model
Query 1
Query 2
Default =
Enable load is set for all
queries
Data preparation
Query 1 &
Query 2 are loaded into the data model
Data model
Query Editor
Data View/Report View
Source files
Data preparation
Enable load is only selected for Query 1
Query 1 is loaded into the data model
Data model
Import data Query 1
Query 2
Query Editor
Data View/Report View

50. Data View & Relationships
How we model our data

51. Power BI Desktop – Data Modelling
Query Editor
Data View
Report View
Relationship View
Data preparation
Data modelling
Data visualization

52. Query Editor vs. Data Model
Connect to source files
Clean data
Add relationships
Add calculated columns
Shape data
Add measures
Structure + prepare data
Analyse data

53. Query Editor vs. Data Model
Power BI Desktop
Data preparation
Data modelling
Data visualization
Relationship View
Query Editor
Data View
Report View

54. Let‘s bring our Data Model to live
Cardinality
= „Type of relationship“

55. One to many (1:*) & Many to one (*:1)
Customers
Orders
ID-Customer
FirstName
SecondName 1
Maximilian
Schwarzmueller 2
John
Meyer 3
Linda
Belle 4
Manuel
Lorenz
ID-Order
OrderDate
ID-Customer A
01 Jan 2017 1 B
08 Jan 2017 2 C
15 Jan 2017 D
25 Jan 2017 E
05 Feb 2017 3 F
15 Feb 2017 4
Each customer is unique
Each customer can have multiple orders

56. Course interim conclusion
This course M
DAX OR

57. Calculated Columns vs. Measures
Perform an operation that generates results for each row of your table
Calculated Column
Return a single result of a calculation or an aggregated value (e.g. Averages)
Measure

58. Report View
Let‘s create beautiful charts and tables

59. Power BI Desktop – Report View
Data preparation
Data modelling
Data visualization
Query Editor
Data View
Relationship View
Report View

60. COURSE OUTLINE 1 2 3 4 5 6 Introducing Power BI Service
Meet Power BI Service, Free vs. Pro vs. Premium,
user personas, signing in, interface overview, etc. 2
Connecting to Data
Overview of data sources & loading options, building
blocks of Power BI Service, workspaces, pro trial, etc. 3
Gateways, Refresh & Dataflows
Understanding gateways, personal mode, on-premises
mode, understanding and creating dataflows, etc. 4
Reports & Dashboards
Creating reports & dashboards, pinning tiles and reports,
alerts, Q&A, web vs. mobile layout etc. 5
Sharing & Collaboration Tools
Printing, exporting, shared with me, publish to web,
collaborating with coworkers, apps 6
Power BI Mobile (Preview)
Understanding core mobile functionality, interacting,
live iPhone demo, etc.

61. MEET POWER BI SERVICE
Power BI Desktop
Power BI Service (aka Power BI online) is a cloud- based business intelligence service designed to help users visualize and analyze data in a centralized online environment.
Power BI Service
Power BI Mobile
With Power BI Service, users can connect to online or on-premises data sources, build or publish reports and dashboards, and collaborate through shared workspaces and apps.

62. POWER BI: DESKTOP VS. SERVICE
POWER BI DESKTOP POWER BI SERVICE
Many Data
Sources
Limited Data
Sources
Power Query
(limited in service)
Dashboards
Modeling &
Relationships
Calculated Columns
(M code only)
Apps &
Workspaces
Visualization Tools (Custom, bookmarks, interactions, etc.)
Measure Creation
(DAX)
Gateways & Dataflows
RLS Creation
RLS Management

63. Pro License Capabilities:
FREE vs. PRO vs. PREMIUM
Individual & Team Use Enterprise Distribution
Power BI
FREE
Power BI
PRO
Power BI
PREMIUM
No license required but users have limited access and can’t collaborate or distribute content
Individually licensed and can leverage all content creation and interaction features
Licensing based on dedicated capacity vs. number of users; content can be viewed without additional per-user costs
Pro License Capabilities:
All from Free tier +
Free tier capabilities:
Premium Capacity Capabilities:
No license required
Connect to 70+ data
sources (desktop & service)
Publish to Web
Export to PowerPoint,
Excel, CSV
Capacity-based license
Publish reports across a company
without need for individual user licenses
Greater scale & performance than shared capacity
Works with on-premise Power BI Report
Server
User-based license
App creation
Subscriptions
Peer-to-Peer Sharing
App Workspaces
Analyze in Excel & Power BI Desktop
NOTE: Pro licenses still required to publish,
share, and collaborate
Note: These lists may NOT be comprehensive as service features and functionality are frequently updated

64. COMMON USER PERSONAS
Power BI Service can be used in many different ways, and serve many different types of users. Some common personas include:
THE CREATOR – Creators design, build and maintain reports and dashboards. These users play a key role in the entire BI workflow – from data wrangling to modeling and visualization – and must have a deep, well-rounded Power BI skillset.
THE ANALYZER – Analyzers explore and manipulate data to extract key insights. These users often create and edit visuals, define calculated measures and columns with DAX, and use features like Q&A, interactions, report filters and bookmarks.
THE COLLABORATOR – Collaborators publish and share reports, apps and workspaces to ensure that everyone has access to the data they need. Collaborators should be familiar with configuring user roles, row-level security (RLS), and app/workspace environments.

65. CREATING A NEW ACCOUNT 1 2 3 HEY THIS IS IMPORTANT!
Head to powerbi.microsoft.com/landing/signin and scroll down to enter your address and create a new account
Note: Head to Step 3 if you already have an account 2
Enter your name, create a password, verify your , and confirm you’re not a robot  3
Once you’ve created your account, navigate directly to app.powerbi.com to log in
HEY THIS IS IMPORTANT!
Microsoft requires a work, school, or government address. @outlook will not be accepted

66. QUICK TOUR OF THE INTERFACE
NAVIGATION PATH
Highlights the active workspace, app, report or dashboard
SEARCH BOX
Search your data and
available content
OFFICE 365 APP
LAUNCHER
, OneDrive,
Calendar, etc.
ICON BUTTONS
Quick links for settings,
help, feedback, etc.
NAVIGATION PANE
Key Power BI views, including Favorites, Apps, Workspaces, etc.
CONTENT CANVAS
Displays all of your datasets, visuals, reports, dashboards, and workbooks
GET DATA
Create new data connections

67. DATA CONNECTION OPTIONS
Power BI Service allows you to connect to files (Excel, Power BI, csv), content packs (Github,
Google Analytics, Bing, Salesforce, etc.) or databases (Azure SQL database, SSAS, Spark)
FILES
CONTENT PACKS
DATABASES
CSV

68. DATA CONNECTION OPTIONS
Power BI service can connect to many types of data sources but is not as robust as the Desktop environment
My Organization (apps created by your org)
Services (GitHub, Google Analytics, JIRA, etc.)
Files (Excel, CSV, Power BI Desktop)
Databases (Azure SQL, SSAS, Spark on Azure)
PRO TIP:
Use Power BI Desktop to connect to database sources and build your relational models, then publish the file or create a live connection from Power BI Service to make your reports available on the cloud

69. DATA CONNECTION OPTIONS
MY ORGANIZATION
SERVICES
FILES
DATABASES

70. DEMO: LOADING A CSV FILE

71. THE BUILDING BLOCKS OF POWER BI SERVICE
The core building blocks of Power BI Service include datasets, workbooks, reports, and dashboards, which together form something called a workspace:
HEY THIS IS IMPORTANT!
The same datasets can be used across multiple reports, workspaces, visualizations and dashboards 3 2 1 1 2 3
DATASETS & WORKBOOKS
contain the data sources you’ve
imported or connected to
REPORTS contain one or more visuals typically built from individual datasets or workbooks
DASHBOARDS contain collections of reports and tiles, which can come from multiple datasets

72. THE BUILDING BLOCKS OF POWER BI SERVICE
DATASETS & WORKBOOKS
REPORTS
DASHBOARDS
CSV

73. COMMON WORKSPACE ACTIONS
Create Report Scheduled Refresh
More
DATASETS ACTIONS
Link to create a new report page
Set automated dataset refresh schedule
Settings & options (rename, delete, analyze in excel)
Refresh Now
Replace File
Delete
WORKBOOK ACTIONS
Refresh underlying source data
Replace excel file with a different version
Delete the workbook from the workspace
Usage
Analyze in Excel
Insights
REPORT
ACTIONS
Report outlining views by user & day, distribution methods, etc.
Download your report to explore in Excel
Report insights generated by algorithms
Share
View Related
Settings
DASHBOARD ACTIONS
Share your reports with colleagues & coworkers
See other reports, workbooks & dashboards using the dataset
Additional settings & options
UFO Dash

74. DEMO: LOADING EXCEL WORKBOOKS
PRO TIP:
When it comes to Excel workbooks, recommend performing your data prep and transformation in Excel rather than Power
BI Service, as the Excel Online functionality in Power BI Service is much more limited

75. DEMO: LOADING TABLES FROM EXCEL
HEY THIS IS IMPORTANT!
When you connect to an Excel file and choose “Import Excel Data into Power BI” (vs. “Upload your Excel File”), Power BI will search for data formatted as tables and create a new Dataset in your workspace, not a new Workbook. Remember, your file must include at least one table!

76. MY WORKSPACE VS. APP WORKSPACES
There are two types of workspaces in Power BI Service: My Workspace & App Workspaces
My Workspace
App Workspaces
Personal workspace for a single user (Free or Pro)
By default, only you can access content in this
workspace (can’t collaborate with others)
Shared workspace for many users (with Pro licenses)
Multiple users can access and collaborate on
content within app workspaces
Content can be shared with individual Pro users
(shared with me)
App workspaces can be created and shared across
your organization
Contains core building blocks (datasets, workbooks,
reports & dashboards)
Contains core building blocks (datasets, workbooks,
reports & dashboards), plus dataflows

77. CREATING AN APP WORKSPACE
Maven Analytics
OPTION 2:
Add a Name (required) and optional
Description for your app workspace
OPTION 1: Add a Name, adjust settings for privacy and permissions, and add members (or add them later)

78. ACTIVATING YOUR PRO TRIAL1 2
HEY THIS IS IMPORTANT!
Your Pro trial lasts for 60 days, and you’ll see your
remaining time in the header bar each time you log in
Refer to Microsoft’s site for post-trial pricing: powerbi.microsoft.com 3

79. UNDERSTANDING GATEWAYS
Data Gateways basically act like a bridge, creating a connection between data on your local machine
or server (not on the cloud) and Power BI Service (in the cloud)
This allows you to keep data securely on your own network, and enables options like scheduled refresh
Manual Refresh
(Larry the Intern)
Local data
Power BI Service
CSV
HEY THIS IS IMPORTANT!
Gateways are only supported for Windows
To use scheduled refresh, your Excel or
Power BI file must contain a data model
Data Gateway
(Robot Larry)

80. Personal Mode Gateway Enterprise Mode Gateway
GATEWAY TYPES
There are two types of gateways in Power BI: Personal Mode gateways and Enterprise Mode gateways
Personal Mode Gateway Enterprise Mode Gateway
Can only be used by you
Can’t be used with other apps or services
Only supports scheduled refresh in Power BI
Can be shared and used by multiple users
Can be used by Power BI, PowerApps, Flow, etc.
Supports scheduled refresh and live query (Dataflows) for Power BI
PRO TIP:
As a rule of thumb, only use Personal Mode when you’re the only one who needs to refresh your on-prem source
data, or when you need to enable automatic refresh for Power BI reports that you personally manage.

81. SETTING UP A PERSONAL GATEWAY1 2
Follow the prompts and select “On-premises data
gateway (personal mode)” to continue the installation
Head to powerbi.microsoft.com/gateway and click “Download Gateway”
Sign-in
HEY THIS IS IMPORTANT!
Make sure to use the SAME ACCOUNT to set up the
data gateway that you use to sign into Power BI Service

82. ENABLING SCHEDULED REFRESH (PERSONAL MODE)1
Select the dataset that you’d like to refresh, click the ellipsis to select Settings, and navigate to the Datasets menu to ensure that your gateway is running 2
Scroll down to set a frequency (daily
or weekly), time zone, and run time 3
Check back later to see when your dataset refreshed last, and when it’s scheduled to refresh next
3/5/2019, 5:31:26 AM

83. SETTING UP AN ENTERPRISE DATA GATEWAY1 2
Relaunch the data gateway installer (or download a new one from powerbi.microsoft.com/gateway) and select “On-premises data gateway (recommended)”
Sign in using your Power BI Service credentials, then click
Configure to create a gateway name and recovery key (password)

84. SETTING UP AN ENTERPRISE DATA GATEWAY
To confirm that your gateway is active, click the gear icon in the Power BI Service menu and select Manage Gateways, where you should see it listed as a Gateway Cluster (don’t worry about the additional settings or admin menu for now) 3

85. UNDERSTANDING DATAFLOWS
Dataflows are essentially Power Query processes that run independently within Power BI Service,
and are used to ingest, transform, integrate, and enrich your data
Why Dataflows?
Reuse queries across multiple Power BI Desktop or Service reports
Run ETL (extract, transform & load) processes on specific schedules
Create a centralized data warehouse to serve as a single source of truth
How are Dataflows Implemented?
Create and build dataflows in Power BI Service
Schedule refresh settings in Power BI Service
Connect to dataflows as a data source in Power BI Desktop

86. COMMON DATAFLOW USE CASES
USE CASE #1 Recycling common
queries across multiple Power BI reports
Need to use the same query across multiple reports? Create a single dataflow and connect to it as a data source, instead of creating a brand new connection and replicating your applied steps each time.
Single Dataflow
Multiple .pbix Reports
USE CASE #2 Creating refresh schedules
to align with reporting cadence
For example, schedule one dataflow to refresh at 8:00 am for your internal KPI report, and another to refresh monthly for your executive client dashboard
USE CASE #3 Centralizing critical ETL
processes to ensure data quality
Maintaining separate ETL processes across reports sourcing the same data is tedious, inefficient, and error-prone. Dataflows allow you to create, manage, and QA those processes in one central place

87. CREATING A NEW DATAFLOW1
2 3
Create new Dataflow &
select Add New Entities
Choose a data source (in this case
a csv) and configure connection
Clean & Transform your data by adding
applied steps (just like Power Query!)

88. CREATING A NEW DATAFLOW4
5 6
Name, describe, and save
your Dataflow
Configure scheduled refresh
settings (frequency & time)
Connect to your dataflow as a data
source from Power BI Desktop

89. UNDERSTANDING REPORTS & DASHBOARDS
DATASETS & WORKBOOKS
Contain the data sources you’ve
imported or connected to
REPORTS
Contain one or more visuals typically built
from individual datasets or workbooks
DASHBOARDS
Contain collections of reports and tiles,
which can come from multiple datasets
CSV

90. THE REPORT INTERFACE: READING VS. EDITING
Report Reading View Report Editing View
Tools & Options for interacting, exploring, filtering, and pinning tiles and pages to dashboards
Tools & Options for editing, modifying, and creating
report visuals and dashboards
Report Pages (Similar to Excel tabs, each serves as a blank reporting canvas)
Report Pages (Similar to Excel tabs, each serves a blank reporting canvas)
Visualization & Formatting Options (Charts, Slicers, Maps, Matrices, etc)
Filters Pane (Visual-Level, Page-Level, Report-Level, and Drillthrough Filters)
Filters Pane (Visual-Level, Page-Level,
Report-Level, and Drillthrough Filters)

91. REPORT READING TOOLS Navigate to report editing view
Reset all filters to default view
Tip: download, , or print the QR code for direct mobile access
Tip: Use personal bookmarks to save important or interesting views
Tip: Use PDF & PowerPoint options to quickly export presentation handouts

92. REPORT EDITING TOOLS File & Explore tools are the
same as in Reading view
Tip: Ask a question of your data to automatically generate relevant visuals
Tip: Add shapes and buttons that allow
users to “jump” between report pages

93. INSERTING & FORMATTING BASIC VISUALS
Select a visualization type to create a
blank chart template on the canvas
(or)
Click or drag fields directly into the report canvas to automatically generate a new visual (typically a column chart, by default)

94. FORMATTING OPTIONS Example: Line & Column Chart Example: Matrix
Example: Donut Chart

95. PINNING TILES TO A DASHBOARD
Click on the pushpin icon to pin an
individual report visual to a dashboard
HEADS UP!
Slicers have some limitations in
Power BI, and cannot: ?
Support drilldown
Support visual level filters
Be individually pinned to a dashboard (but they can as part of a live page)

96. PINNING ENTIRE REPORTS TO A DASHBOARD
Use the Pin Live Page option to pin an entire report to a dashboard (including multiple visuals)
PRO TIP:
Pinning a live page will import slicers and preserve functionality

97. THE DASHBOARD INTERFACE
Tools to add new tiles, add/view comments, subscribe, share, set as featured dashboard, etc.
Ask a Question allows you to use natural language queries to generate new tiles from within your dashboard!

98. DASHBOARD TOOLS Tip: Use the “create report” icon to build
a new report from a related dataset
Tip: Use duplicate dashboard when creating multiple similar dashboard to save time
Tip: Add images & videos with URLs

99. ADDING DATA DRIVEN ALERTS1
To create a new alert, click the ellipsis next to a dashboard tile and select Manage alerts 2
Configure your alert by with a name, condition threshold, and notification cadence, then click Save and close
HEY THIS IS IMPORTANT!
Alerts can only be set on gauge charts, KPI cards, and cards. Alerts do not work with live pinned report pages

100. EXPLORING DATA WITH Q&A
Q&A allows you to visualize and explore your data using natural language questions (currently English only)
“Profit by Country”
For tips asking question in Power BI Q&A visit -

101. GENERATING QUICK INSIGHTS
The Quick Insights tool searches for trends and patterns in your dataset and can display up to 32 individual insight cards with visuals and descriptions
HEY THIS IS IMPORTANT!
Roles (RLS) and Direct Query not supported. Quick insights will be grayed out in either case

102. ADDING PERSONAL BOOKMARKS
Personal Bookmarks capture static states of a visual or report page and work exactly like bookmarks in
Power BI Desktop, except that they’re accessible only by you
Report Reading View
Report Editing View

103. WEB VS. MOBILE LAYOUT
Mobile Layout allows you to design reports on a canvas size optimized for mobile viewing (vs. web)
NOTE: You can’t actually build content within the Mobile Layout view; you need to build in Web Layout and assemble select visuals if you plan to share content via the Power BI mobile app

104. SHARING & COLLABORATION OPTIONS
DASHBOARDS & REPORTS
INDIVIDUALS
TEAMS
ORGANIZATIONS

105. SHARING & COLLABORATION OPTIONS1
Print or Export a Report
Ideal for quickly exporting reports or dashboards as static
PDFs or PowerPoint documents (great for handouts!) 2
Share Reports or Dashboards
Best for sharing individual pieces of content, especially when
recipients only need to view and interact with content (not edit) 3
Share an App Workspace
Easiest way to collaborate with a team by sharing ownership and
management of all content (datasets, reports, dashboards, etc.) 4
Publish an App
Great for distributing content to large groups or teams, and for publishing specific sets of datasets, reports or dashboards 5
Embed Securely Online
Used for securely embedding content to a website you own
through SharePoint Online or via URL or iFrame 6
Publish to Web
Only use the Publish to Web option if you want your content to be
publicly visible to anyone online. Use with caution!

106. APP WORKSPACE USER PERMISSIONS
When adding others to app workspaces, you can assign roles based on
three levels of permissions:
CONTRIBUTOR
MEMBER
ADMIN
Publish, create, edit, and
delete content in workspace
Can’t add people to new
roles or modify members
Can share if the content has been previously shared but can’t share new content
All Contributor rights, plus:
All Member rights, plus:
Update/delete workspaces
Add or remove other users
(including admins)
Add members or users with lower permission levels
Publish and update apps
Share an item or app
Allow others to reshare

107. PRO TIP GENERATING USAGE REPORTS
Power BI Service offers a report called usage metrics, which you can use to view and monitor how your
dashboards and reports are being used
PRO TIP:
Choose “save report as” from the file menu to access the underlying data to build and customize your own
usage metrics report!

108. CONFIGURING ROW LEVEL SECURITY
DESKTOP ENVIRONMENT SERVICE ENVIRONMENT
Roles allow you to define filtered views for specific audiences (i.e. territory
managers, department leads, execs, etc), using simple DAX statements
NOTE: This is not the same as bookmarks or pre-filtered views; roles
actually filter data out of your model and limit what audiences can access

109. CONFIGURING & PUBLISHING AN APP
Apps combine related reports and dashboards that you can selectively publish from App Workspaces to
large groups of people, both internal and external to your organization 1
From within an App Workspace, select any
reports and dashboards you want to include 2
Select Publish App to create a new App

110. CONFIGURING & PUBLISHING AN APP
After selecting Publish App, configure the details, content, and user access:
1 2
In the DETAILS tab, add a description & background color
In the CONTENT tab, confirm the reports & dashboards to be published, and choose one to feature (optional) 3
In the ACCESS tab, add specific individuals, groups, or entire organizations to the App, then click Finish to publish!

111. THANK YOU