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JourneyTEAM - – 801.565.9199 Power BI and You Brent Tenney

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Presentation on theme: "JourneyTEAM - – 801.565.9199 Power BI and You Brent Tenney"— Presentation transcript:

1 JourneyTEAM - www.journeyteam.com – 801.565.9199 Power BI and You Brent Tenney brent.tenney@journeyteam.com

2 JourneyTEAM - www.journeyteam.com – 801.565.9199 Power BI and You Brent Tenney

3 JourneyTEAM - www.journeyteam.com – 801.565.9199 What is Power BI? – Power Query – Power Pivot – Power View – Power Map Power BI App How To Get Started Agenda

4 JourneyTEAM - www.journeyteam.com – 801.565.9199 SharePoint consultant with since 2004 B.A. in Information Systems from the University of Utah Microsoft Certified Solutions Master: SharePoint R15 Brent Tenney

5 JourneyTEAM - www.journeyteam.com – 801.565.9199 Expertise: – SharePoint – Dynamics CRM – Dynamics ERP - Great Plains (GP), Solomon (SL)

6 JourneyTEAM - www.journeyteam.com – 801.565.9199 What is Power BI? – Power Query – Power Pivot – Power View – Power Map Power BI App How To Get Started Agenda

7 JourneyTEAM - www.journeyteam.com – 801.565.9199 What is Power BI? Excel Features – Power Query – easily discover and connect to data from public and corporate data sources – Power Pivot – create a sophisticated Data Model directly in Excel – Power View – create reports and analytical views with interactive data visualizations – Power Map – explore and navigate geospatial data on a 3D map experience in Excel Power BI for Office 365 – Power BI Sites – share, view, and interact with reports in these collaborative Power BI sites – Power BI Q&A – use natural language queries to find, explore, and report over your data – Query and Data Management – share and manage queries and data sources, and view query usage analytics – Power BI Windows Store App – view reports on the go, with the Power BI app IT Infrastructure Services for Power BI – Provision Power BI for Office 365 – create a tenant, and get Power BI for your organization – Power BI Admin Center – manage your organization’s Power BI infrastructure from a site – Data Management Gateway – connect on-premises data to the cloud, seamlessly and securely

8 JourneyTEAM - www.journeyteam.com – 801.565.9199 What is Power BI? – Power Query – Power Pivot – Power View – Power Map Power BI App How To Get Started Agenda

9 JourneyTEAM - www.journeyteam.com – 801.565.9199 Power Query … for discovering, combining, and refining data across a wide variety of sources...

10 JourneyTEAM - www.journeyteam.com – 801.565.9199 with Power Query, you can … Find and connect data across a wide variety of sources. Merge and shape data sources to match your data analysis requirements or prepare it for further analysis and modeling by tools such as Power Pivot and PowerView. Create custom views over data. Use the JSON parser to create data visualizations over Big Data and Azure HDInsight. Perform data cleansing operations. Import data from multiple log files. Perform Online Search for data from a large collection of public data sources including Wikipedia tables, a subset of Windows Azure Marketplace, and a subset of Data.gov. Create a query from your Facebook likes that render an Excel chart. Pull data into Power Pivot from new data sources, such as XML, Facebook, and File Folders as refreshable connections. With the Power BI Preview edition, you can share and manage queries as well as search data within your organization.

11 JourneyTEAM - www.journeyteam.com – 801.565.9199 Power Query Data Sources Web page Excel or CSV file XML file Text file Folder SQL Server database Windows Azure SQL Database Access database Oracle database IBM DB2 database MySQL database SharePoint List OData feed Hadoop Distributed File System (HDFS Windows Azure Marketplace Active Directory Facebook

12 JourneyTEAM - www.journeyteam.com – 801.565.9199 Demo Wikipedia: list of countries by gun ownership Census: population by state SharePoint: BradyScores FBI: Total NICS Firearm Background Checks FBI: NICS Firearm Background Checks by Year FBI: NICS Firearm Background Checks by Year

13 JourneyTEAM - www.journeyteam.com – 801.565.9199 What is Power BI? – Power Query – Power Pivot – Power View – Power Map Power BI App How To Get Started Agenda

14 JourneyTEAM - www.journeyteam.com – 801.565.9199 Power Pivot … an add-in that enables you to perform powerful data analysis in Excel 2013 …

15 JourneyTEAM - www.journeyteam.com – 801.565.9199 get data using Power Pivot add-in create relationships between tables (super VLOOKUP) define hierarchies (e.g. city > state > country) write advanced formulas with DAX create KPIs based on calculated fields create Perspectives (custom views) with Power Pivot you can …

16 JourneyTEAM - www.journeyteam.com – 801.565.9199 Power Query vs Power Pivot

17 JourneyTEAM - www.journeyteam.com – 801.565.9199 What is Power BI? – Power Query – Power Pivot – Power View – Power Map Power BI App How To Get Started Agenda

18 JourneyTEAM - www.journeyteam.com – 801.565.9199 Power View … an interactive data exploration, visualization, and presentation experience that encourages intuitive ad-hoc reporting... … quickly create a variety of data visualizations, from tables and matrices to bar, column, and bubble charts, and sets of multiple charts …

19 JourneyTEAM - www.journeyteam.com – 801.565.9199 TASKSUPPORTED IN EXCEL SERVICES? (SHAREPOINT SERVER, ON PREMISES) SUPPORTED IN EXCEL WEB APP (OFFICE WEB APPS, ON PREMISES)? Create or edit a workbook in a browser window NoYes View and interact with a workbook that contains a Data Model YesNo View and interact with a workbook that contains Power View views YesNo View and interact with items, such as PivotChart reports, PivotTable reports, timeline controls, and slicers YesYes, so long as those items do not use a Data Model as their data source. View and interact with a workbook that contains calculated items (such as Calculated Fields, Calculated Measures, or Calculated Members) YesCalculated Fields are not supported. Calculated Measures and Calculated Members are supported for viewing. Display a single item from a workbook in its own Web Part Yes Using the Excel Web Access Web Part that is available with SharePoint Server 2013, you can display a single item (such as a PivotChart report, a PivotTable report, a worksheet, or a range of data) in its own Web Part. You can also use the Gallery View in Excel Services to display named items in a browser window. See Share workbooks using Excel Services.Share workbooks using Excel Services Yes Using Excel Web App, you can share an entire workbook and to some extent, customize how it appears. In addition, if your environment includes SharePoint Server 2013 alongside Office Web Apps Server, you can use an Excel Web Access Web Part to display all or part of an Excel workbook in its own Web Part. SeeShare workbooks using Excel Services.Share workbooks using Excel Services Refresh external data in a workbookIt depends on the data sources that are used and how the environment is configured. See Working with external data in Excel Services for more information.Working with external data in Excel Services It depends on the data sources that are used and how the environment is configured. See Working with external data in Excel Services for more information.Working with external data in Excel Services Excel Services vs Excel Web App

20 JourneyTEAM - www.journeyteam.com – 801.565.9199 CapabilityExcel Services in SharePoint 2010 Excel Web App (part of Office Web Apps) Viewxx Editx Collaborationx Create Newx Create Excel-Driven Dashboardsx Display New Visualizationxx External Dataxx - Anonymousxx - Secure Storex - PowerPivotx Web Services APIx REST APIx JavaScript OMx User-Defined Functionxx Continued

21 JourneyTEAM - www.journeyteam.com – 801.565.9199 Demo

22 JourneyTEAM - www.journeyteam.com – 801.565.9199 What is Power BI? – Power Query – Power Pivot – Power View – Power Map Power BI App How To Get Started Agenda

23 JourneyTEAM - www.journeyteam.com – 801.565.9199 … plot geographic and temporal data visually, analyze that data on a 3-D globe and over time, and create visual tours to share with others … Power Map

24 JourneyTEAM - www.journeyteam.com – 801.565.9199 Geographic & Temporal Data each row of data needs – geographic value: latitude/longitude pair city country zip code state / province address – date/time field

25 JourneyTEAM - www.journeyteam.com – 801.565.9199 Demo

26 JourneyTEAM - www.journeyteam.com – 801.565.9199 What is Power BI? – Power Query – Power Pivot – Power View – Power Map Power BI App How To Get Started Agenda

27 JourneyTEAM - www.journeyteam.com – 801.565.9199 Power BI App … provides live mobile access to the important business information stored in your Office 365 account. View and interact with Excel and Power View content on any Windows 8 or Windows RT tablet or PC …

28 JourneyTEAM - www.journeyteam.com – 801.565.9199 Demo

29 JourneyTEAM - www.journeyteam.com – 801.565.9199 What is Power BI? – Power Query – Power Pivot – Power View – Power Map Power BI App How To Get Started Agenda

30 JourneyTEAM - www.journeyteam.com – 801.565.9199 How To Get Started with Power BI 1)install Excel 2013 Professional Plus 2)enable the Power View add-inenable the Power View add-in a)File > Options > Add-Ins > COM Add-Ins b)install Silverlight 3)download the Excel add-ins: a)Power QueryPower Query b)Power MapPower Map 4)sign up for the Power BI for Office 365 PreviewPower BI for Office 365 Preview a)assign licenses to user(s) b)provision team site 5)download the Power BI App from the Windows Store

31 JourneyTEAM - www.journeyteam.com – 801.565.9199 Questions & Answers Contact Information: Brent.Tenney@JourneyTEAM.com

32 JourneyTEAM - www.journeyteam.com – 801.565.9199 The user group for SharePoint End Users Come see us in the Community Lounge at SPS Utah Topic: Tips and Tricks to Get More Out of SharePoint When: February 11 th, 8:00AM - 9:00AM Where: WesTech Engineering, 3665 S W Temple, Salt Lake City, UT 84115 Sponsor:

33 JourneyTEAM - www.journeyteam.com – 801.565.9199 Special Thanks to our Platinum Sponsor …and our Gold Sponsor


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