Introduction to the Power BI Platform
Agenda
• Introduction to the Power BI Platform
• Creating a Power BI Test Environment
• Introduction to the Power BI Service
• Creating Datasets, Reports and Dashboards
• Loading a Sample Content Pack
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What is Business Intelligence?
• BI focuses on business health and performance
• Gather insights into health of business processes
• Take corrective actions in a timely fashion
• BI projects typically involve the following…
• Integrate data from multiple sources
• Perform data transformation and complex calculations
• Analyze large data sets with rapid query response
• Create insightful reports and visualizations
• Provide insights that are “actionable”
How is the BI Software Industry Changing?
• Software industry is experiencing new proliferation of data
• Number of telemetry devices is increasing exponentially
• Machine-generated data is providing new business opportunities
• Example: Uber has used geolocation data to disrupt taxi industry
• Traditional BI and analytics models are being disrupted
• New analytics capabilities available with new types of data sources
• Data discovery and unstructured data analytics are new frontiers
• Demand for self-service BI tools are on the rise
• Balance of power shifting from IT to business divisions
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What is Power BI?
• What is Power BI?
• Cloud-based subscription service
• Environment which promotes self-service BI to the end user
• BI Platform to assists with data import, analysis and visualization
• Power BI benefits from being a cloud-based service
• It takes only 5 seconds to subscribe to the Power BI service
• New users can create something significant in 5 minutes or less
• Power BI adoption numbers (as of Q1 2016)
• 5 million subscribers
• 200,000 organizations
• 40 different languages
Power BI Benefits from Microsoft Azure
• Power BI is Built on Top of Microsoft Azure
• Power BI solutions can be scaled as required
• Power BI solutions have international reach
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The Power BI Service
• The Power BI Service
• Provides cloud-based foundation for Power BI platform
• Accessible to subscribers through https://app.powerbi.com
• Provides cross-browser experience for BI solution consumers
• Provides limited support to BI solution authors
Power BI Service Architecture
• Power BI support for authors and consumers
• BI solution authors have a choose in authoring tools
• BI solutions consumers can use wide range of devices
Power BI Solution Authors Power BI Service Power BI Solution Consumers
Browser
Browser
Power BI Solution 1
iPad App
Power BI Desktop Power BI Solution 2
iPhone App
Power BI Solution 3
Android App
Microsoft Excel 2016
Windows 10 Phone App
Power BI Solution 4
Custom Application
Custom Application
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Power BI Workspaces
• Power BI manages user context using workspaces
• User is always running within the scope of a specific workspace
• Every subscribers has a Personal workspace (i.e. My Workspace)
• Group workspaces can be created for team-based authoring
• Workspace is container with three collections
• Dashboards
• Reports
• Datasets
Central Power BI Concepts
• Workspace
• Provides user context (personal workspaces & group workspaces)
• Dashboard
• Dashboard provides consolidated view into reports and datasets
• Provides entry point in custom solution for Power BI consumers
• Report
• Report is a collection of pages containing visuals
• Report visual can be pinned to a dashboard
• Dataset
• A data model containing one or more tables
• Can be very simple or very complex
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Tabular Database Model
• Power BI Datasets based on Tabular Database model
• Provides less-complicated alternative to multidimensional model
• You model tabular databases using Power Pivot and DAX
• Tabular Data Model based on xVelocity Database Engine
• Desktop version of xVecocity in Excel with Power Pivot add-in
• Desktop version of xVecocity in Power BI Desktop
• Server-side version of xVelecity included with SSAS
• Cloud-based version of xVecolicty runs in Power BI service
Power BI Tools
• Power BI service using a standard web browser
• Import datasets
• Design reports and dashboards
• Create content packs
• No dataset authoring tools
• Power BI Desktop
• Create datasets using Power Query
• Model datasets using Power Pivot and DAX
• Design reports
• Publish PBIX files from local desktop to Power BI service
• Microsoft Excel 2016
• Similar feature set to Power BI Desktop for Power Query and Power Pivot
• Contains extra features, charts and visuals not supported Power BI
• An complete BI solution can be embedded in a Excel workbook file
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Agenda
Introduction to the Power BI Platform
Creating a Power BI Test Environment
• Introduction to the Power BI Service
• Creating Datasets, Reports and Dashboards
• Loading a Sample Content Pack
Creating a Power BI Testing Environment
• Sign up for an Office 365 trial account
• Creates a new Office 365 tenant
• Sign up account you use becomes tenant administrator
• You can add up to 25 user accounts
• User can be configured trial licenses for Office 365 and Power BI
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Your First Stop - Office 365 admin center
• What will you need to do in Office 365 admin center?
• Purchase 30 trial for Power BI Pro
• Configure your Power BI License
• Add a secondary user account for testing
Add a Secondary User for Testing
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Accessing Your Office 365 Mailbox
• Make sure you can access your Office 365 Inbox
• View messages sent by Power BI service
Uploading Data Files to OneDrive for Office 365
• Preferred location for data files consumed by Power BI service
• Excel workbooks
• CSV files
• PBIX files created using Power BI Desktop
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Managing Users and Subscriptions
in the Office 365 admin center
Agenda
Introduction to the Power BI Platform
Creating a Power BI Test Environment
Introduction to the Power BI Service
• Creating Datasets, Reports and Dashboards
• Loading a Sample Content Pack
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Power BI Service
• Power BI service is accessible through browser
• Logged in user runs in context of a specific workspace
• Provides user with access to dashboards, reports and datasets
The Navigation Pane
• Navigation pane is central to user experience
• Displays links to visible dashboards, reports and datasets
• Allows user to move between workspaces
• Allows user to create new group workspace
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Dashboards and Tiles
• Dashboard is a collection of tiles
• Tile can be created by pinning visual from a report
• Tile can be created by pinning query result from dataset
Dashboards and Reports
• Dashboards link users to reports
• Dashboard tiles designed to provide high-level view
• Clicking tiles drills down into report to see more detail
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Reports and Pages
• Reports contain one or more pages
• A report can be designed with a single page
• A report can be designed with many pages
• Tabbed navigation located at bottom of report view
Report Authoring
• Report initially opens in reading view
• Click Edit report to switch to edit mode
• Report design tools appear on right side of page
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Visuals (aka Visualizations)
• Reports are designed using visual (aka visualizations)
• Each visuals is based on an underlying visualization type
• Visualization type can be changed using Visualizations pane
• Visuals creating by using fields from tables inside Fields list
Editing Visual Properties
• Visuals have Field properties and Format properties
• Visual properties vary depending on visualization type
Field Properties Format Properties
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Report and Datasets
• Each report is based on an underlying dataset
• Fields list in report designer shows tables and fields
• Report author sees tables & fields as dataset consumer
Agenda
Introduction to the Power BI Platform
Creating a Power BI Test Environment
Introduction to the Power BI Service
Creating Datasets, Reports and Dashboards
• Loading a Sample Content Pack
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Getting Started with the Power BI Service
Importing a Dataset
• Connect to files in OneDrive
• Select the file and click Connect
• Choose between Import or Connect
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Designing Reports
• Power BI service provides browser-based report designer
• Report contains one o more pages
• Pages contain visuals (aka visualizations)
• Visuals display fields from underling data model
Creating Dashboards
• Dashboards contain tiles
• Tiles created from visuals on report pages
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Getting started with Datasets,
Reports and Dashboards
Agenda
Introduction to the Power BI Platform
Creating a Power BI Test Environment
Introduction to the Power BI Service
Creating Datasets, Reports and Dashboards
Loading a Sample Content Pack
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Power BI Sample Content Packs
• Power BI service offers sample BI solutions
• Each sample installs in seconds
• Samples provide examples of dashboards, reports and datasets
• Provides sample solutions for common BI solution scenarios
Customer Profitability Dashboard Sample
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Summary
Introduction to the Power BI Platform
Creating a Power BI Test Environment
Introduction to the Power BI Service
Creating Datasets, Reports and Dashboards
Loading a Sample Content Pack
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