powerbi-presentation.pptx

MicrosoftC+E T
echnologyTraining
SolutionArea
Data Analytics
Solution
Business Intelligence
T
echnology
Power BI
Introduction
Peter Myers

Module outline
01: Microsoft Power BI overview
02: Working with the Power BI service
03: Connecting to Power BI data sources
04: Creating Power BI Desktop solutions
05: Power BI for the developer

© 2016 Microsoft Corporation. All rights reserved. Microsoft, Windows, Microsoft Azure, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The
information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions,
it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO
WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION

MicrosoftC+E T
echnologyTraining
SolutionArea
Data Analytics
Solution
T
echnology
Power BI
Module 01
Microsoft Power BI
Overview
Peter Myers

Module outline
A new generation of BI
Introducing Microsoft Power BI
Power BI overview
Signing up for Power BI
Power BI announcements

Everyone
3rd wave
End user BI
Today, BI extends to everyone
Analyst to end user
2nd wave
Self-service BI
IT to end user
1st wave
Technical BI

Turning data into business insights is challenging
Common BI challenges include…
Multiple data sources Data residing in SaaS solutions, and other external
locations, is difficult to access and refresh securely
End-to-end view Data often resides in disparate locations, making it difficult
to see a complete picture of your business
Right data for the right
users at the right time
Different roles have different needs, and business users
need the latest operational data

Experience your data. Any data, any way, anywhere.
Power BI is a cloud-based business analytics service that enables:
 Fast and easy access to data
 A live 360º view of the business
 Data discovery and exploration
 Insights from any device
 Collaboration across the organization
 Anyone to visualize and analyze data
Power BI

Key benefits and differentiators
Pre-built content packs, consisting of dashboards
and reports, for popular SaaS solutions
Integration with familiar Microsoft products, and
commitment for scale and availability in Azure
Intuitive data exploration by using natural language
query
Real-time dashboard updates
Fast deployment, hybrid configuration, secure, and
integrated with existing IT systems
Secure, live connection to your data sources,
on-premises and in the cloud

Power BI overview
Data sources Power BI service
SaaS solutions
E.g. Marketo, Salesforce, GitHub,
Google analytics
On-premises data
E.g. Analysis Services
Organizational content packs
Corporate data sources, or external
data services
Azure services
E.g. Azure SQL, Stream Analytics
Excel files
Workbook data or data models
Power BI Desktop files
Related data from files, databases,
Azure, and other sources
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaboration
Natural language query
Reports
Datasets
01001
10101

Power BI overview
Power BI REST API
Power BI Desktop
Prepare Explore Share
Report
SaaS solutions
Google analytics
On-premises data
Corporate data sources, or external
data services
Azure services
Excel files
Workbook data and data models
Data refresh
Visualizations
Live dashboards
Reports
Datasets
01001
10101

Power BI overview
No matter what industry, or what role, Power BI is relevant
Business user
 Import data from SaaS sources, and work with dashboards and reports
Business analyst
 Import, reshape, integrate and model data
 Create compelling reports and visualizations
 Create content packs to share insights
BI professional
 Connect to live Azure data services
 Connect to on-premises Analysis Services databases
 Empower colleagues to create their own reports
Developer
 Integrate applications with Power BI
 Create real-time dashboards
 Develop custom visuals

Sign up can be achieved for free, and within
seconds
 Power BI works only with an organizational account,
associated with a work or school email address
Encourage customers to trial Power BI for
free, and to realize the benefits of Power BI
Pro features

February 2016:
Gartner has positioned Microsoft as
a Leader, for the ninth consecutive
year, in the Magic Quadrant for
Business Intelligence and Analytics
Platforms
 For the first time, Microsoft is placed furthest in
vision within the Leaders quadrant
Gartner positions Microsoft as a leader in BI and Analytics Platform

22 March, 2016:
At the inaugural Microsoft Data
Insight Summit, James Phillips,
Corp VP
, announced a major
milestone for Power BI—the
service has exceeded more
than five million subscribers
Over five million subscribers!

Key takeaways
 Power BI is a cloud-based business analytics service, delivering end
user BI
 Power BI delivers numerous benefits and differentiators
 Pre-built content packs
 Real-time dashboard updates
 Live connections to on-premises and cloud data sources
 Intuitive data exploration by using natural language query
 Integration with familiar Microsoft products and services
 Fast deployment, hybrid configuration, secure, and integrated with existing IT systems
 Microsoft is placed furthest in vision within the BI and Analytics
Platform Leaders quadrant

Resources
Power BI site
 http://powerbi.microsoft.com
Power BI documentation
 http://support.powerbi.com/
Power BI community
 http://community.powerbi.com/
Power BI blog
 http://blogs.msdn.com/b/powerbi/

Resources
Continued
Microsoft Cloud and Enterprise Partner Resources
 http://aka.ms/powerbipartners
 Includes up-to-date resources:
 Customer-ready materials
 Customer evidence
 Training and labs
 Demos
 “What to do next”
Gartner positions Microsoft as a leader in BI and Analytics
Platforms
 https://powerbi.microsoft.com/en-us/blog/gartner-positions-microsoft-as-a-
leader-in-bi-and-analytics-platforms/

MicrosoftC+E T
echnologyTraining
SolutionArea
Data Analytics
Solution
T
echnology
Power BI
Module 02
Working With the
Power BI Service
Peter Myers

Module outline
Introducing the Power BI online service
Creating and exploring reports
Assembling dashboards
Exploring with Q&A
Mobile applications
Sharing and collaborating
Describing additional capabilities
Tenant settings

The Power BI online service offers a simple, intuitive experience for
interacting with data
The service and features have been designed to:
 Simplify engaging with data from heterogeneous sources
 Fuel faster, more insightful business decisions
 Deliver a rich, consolidated view of key information, no matter where the
underlying data is stored
 Share data insights

Continued
Users engage with the service by using a supported web browser,
or mobile application
 Microsoft Edge
 Internet Explorer, 10 or 11
 Chrome desktop, latest version
 Safari Mac, latest version
 Firefox desktop, latest version

Continued
Users typically work with Power BI “building
blocks”:
 Datasets
 Reports
 Dashboards
Use the Navigation Pane to create, or select
items of interest

Providing feedback
Feedback can be provided to:
 Convey likelihood of recommending Power BI
 Explain why this score was given, and adding
an optional screenshot
 Allow participation in helping Microsoft
decide which Power BI features should be
added next

Use reports to layout visualizations across
one or more pages
Rich, interactive reports can be created,
updated and explored in the web browser
experience
 A report is based on a single dataset
 Reports consist of one or more pages
 Each page can be named, and consists of
visualizations and shapes
Creating reports

Dataset fields are used to layout a
visualization
 Visualization type and format can be adjusted to suit
Filtering can be applied at report, page or
visualization level
Sorting can be set at visualization level
Creating reports

Choose from numerous modern
visualization types:
 Filter data:
 Slicer
 Display numeric values:
 Card, Multi Row Card, Table, Matrix, KPI
 Graphically visualize data:
 Bar, Column, Line, Combo, Scatter, Waterfall, Pie, Donut, Funnel,
Treemap, Gauge, R Script
 Spatially visualize data:
 Map, Filled map
Import custom visuals
Creating reports: Visualization types

Exploring reports
Reports are either in Reading View or Editing View
 In both views, report pages can be opened in Full Screen Mode, or individual
visualizations can be popped out/in to see them zoomed in/out
In Reading View:
 Users cannot change the report definition
 Users can interact by changing filters or sorting
 Users can highlight values in one visualization to filter other page visualizations
 Shared reports can only be opened in Reading View
In Editing View:
 Users can interact, as in Reading View
 Users can also update the report (add/remove/reorder pages or visualizations)

Dashboards display tiles in a
single canvas
 A tile is sourced by “pinning” either a
report, report visualization, or a Q&A
response
 A dashboard can be based on one or
more datasets
 Tiles can be resized and
repositioned, and their
titles/subtitles can be updated
 Tiles can be sized to 1-5 units wide/high

Tiles can be opened in In-
Focus Mode, filling the
dashboard space
 The data last updated date is
displayed
 Not available for tiles sourced
from Q&A questions
Data can also be exported
Continued

Additionally, non data-related
tiles can be added to a
dashboard, using
 Web content
 Images
 Text boxes
 Videos
Continued

Continued
Dashboards enable interactivity
 By default, clicking on a tile will drill through to its source
 However, a custom link (URL) can be set to override this default behavior
Dashboard tiles can reflect live, real-time data
 For non real-time datasets, tile thumbnails are automatically cached every 15
minutes
Dashboards can be displayed in Full Screen Mode
 Additionally, all tiles can be
displayed by using Fit to Screen

Exploring with Q&A
In the dashboard canvas, use Q&A to ask natural language
questions
 The dashboard must contain at least one tile to connect to a dataset, and
 Only cloud-based cached datasets are supported
Q&A helps formulate an appropriate question
 Q&A will format your question with suggestions, auto-complete, and even
spelling corrections
 Featured questions can be added to datasets
 Only English questions are supported

Exploring with Q&A
Begin by asking “Show…”
 For example:
 Show <table>
 Show <aggregate function><numeric column>
 Show <measure> by <column>
 Show <column> where <column> is before <date value>
 Show <measure> where <column> is before <date value> sorted by <measure>
 Show <measure> where <datetime column> is [this | last] [year | month | hour | minute | second]
Optionally, Q&A responses can be:
 Customized by using the Visualizations or Fields pane
 Pinned to the dashboard
Continued

Mobile applications
Install native mobile applications to access
dashboards, available for:
 Windows
 iOS (iPhone and iPad)
 Android
Supported capabilities:
 Set favorites for important visualizations
 Zoom in and out of visualizations
 Annotate visualizations and share snapshots with
others
 Configure alerts to receive notifications of critical
business KPIs

Mobile applications
Continued
Dashboards can be configured for
Phone view also
 Existing dashboard tiles can be resized,
repositioned, or removed

Sharing and collaboration
Sharing and collaboration can be achieved by three different, and
complimentary, techniques:
 Sharing dashboards and tiles
 Office 365 groups
 Organizational content packs
With the exception of on-premises Analysis Services datasets, all
users will see the same shared data

Sharing dashboards and tiles
Use Sharing to provide ad hoc access to dashboards, or specific
tiles
 Typically suitable for users that work closely together, and that need to view
dashboards or specific tiles
 Shared users must have signed up for Power BI
 Sharing with external users is possible—if enabled in the Admin portal

Sharing dashboards and tiles: Continued
 Shared items are identified by , are read-only and cannot be personalized
 Dependent datasets are not made visible
 The dashboard owner can:
 Allow other users to re-share—internal users only
 Review shared access, and stop sharing with specific users
 Save dashboard changes, which then become immediately available to all shared users
 Dashboards can be shared from a user’s workspace, or from a group

Sharing dashboards and tiles: Navigation pane
It is possible to filter the
workspace content by
showing/hiding shared assets

Office 365 groups
Use Office 365 groups to manage and share content
 Typically suitable for teams/collaborators with whom you work closely for a
common purpose/project
Like a user, groups can own content
 The owner of the group is by default, an admin
 Group admins can manage the membership, and promote others users as admins
 Every member of the group:
 Must belong to the same tenant
 Has either read-only permission, or complete permissions to update, create and delete the
group content
 Must have the Power BI Pro license

Use organizational content packs to make content available to
broad audiences, and to allow personalization
 Typically suitable for anyone who might be interested in this content
A content pack is defined in terms of a title, description, image,
and specific items:
 Datasets
 Reports
 Dashboards

Organizational content packs: Continued
Content packs are discoverable in the
Content Gallery and can be made available to:
 Entire organization—if enabled in the Admin portal
 Members of a security or Office 365 group
 Individuals within the same tenant
By default, dashboards and reports are read-only
 However, members can unlock and personalize them
Updates made to a content pack will:
 Apply automatically to non-personalized content
 Notify a user that has personalized content, so they may take appropriate action

Sharing and collaborating
Summary and comparison of sharing techniques
Share Office 365 Group Org Content Pack
Purpose Ad hoc Collaboration Broader content delivery
Target audience Individuals, or colleagues in or
out of the organization
Typically suitable for users that work closely
together, and that need to view dashboards
or specific tiles
Office 365 group members
Typically suitable for teams/collaborators
with whom you work closely for a common
purpose/project
The entire organization, or
members of security or Office
365 groups, or individuals
Typically suitable for anyone who might be
interested in this content
Applies to Dashboards, or specific tiles All content All content
Discovery Automatic, or Invitation email Office 365 group Get Data ► My Organization
Permission Read-only
Datasets are not visible.
Reports are in Reading View.
Resharing permission can be granted.
Read Only, or Edit
Members of the group will have equal
rights to manage the group content
Primarily read-only
Members can create a personal copy.
Updated content packs that have been
personalized will raise a notification.
License Power BI and Power BI Pro Power BI Pro only Power BI Pro only

 Pinning SQL Server Reporting Services reports
 Pinning Excel ranges
 Pinning snapshots of Excel elements
 Pinning real-time data (Preview)
 Quick Insights
 Analyze in Excel
 Web publishing
 Row-level security
 Data alerts
 Cortana for Power BI
 Dashboard data classification

Pinning SQL Server Reporting Services reports
Visuals from existing, on-premises Reporting Services reports, can
be pinned to Power BI dashboards
 To setup, use Reporting Services Configuration Manager to register the report
server with Power BI
 To pin visuals, use Report Manager to select a visual and to also configure the
frequency of updates (hourly or daily)
 Updates are achieved by using a Reporting Services subscription
 Available only with SQL Server 2016 (all editions)

Pinning Excel ranges
Ranges can be pinned from Excel workbooks that have been
saved in:
 OneDrive for Business, or
 Another group-shared document library
Ranges can contain data, charts, tables, PivotTables, PivotCharts,
and other Excel parts
You can view—but not pin—tiles from workbooks that have been
shared with you

Pinning snapshots of Excel elements
Install the Power BI Publisher for
Excel add-in to share snapshots of
Excel elements to online dashboards
in seconds:
 Elements include PivotTables, charts, and
ranges
 Requires Excel 2007, or later (32- or 64-bit),
and Internet Explorer 10, or later

Pinning real-time data (Preview)
Real-time dashboard tiles can be
created by pushing data to the Power BI
REST APIs or from streams created in
PubNub
 Create real-time streaming datasets
 Copy code examples to send data to the
streaming dataset (raw JSON, cURL, PowerShell)
 Configure real-time tiles

Pinning real-time data (Preview): Example

Quick Insights
Use Quick Insights to generate interesting interactive visualizations
based on your data
 Can be run on entire dataset (Quick Insights), or on a specific dashboard tile
(Scoped Quick Insights)
 Presents up to 32 separate insights in a special Quick Insights canvas
 Insights can be pinned to dashboards, and to continue further, additional Quick
Insights can be run on the insights

Analyze in Excel
With Analyze in Excel, users can view and
interact with a Power BI dataset directly in
Excel
 They can then produce PivotTables, charts, and
work with slicers based on the dataset that exists
in Power BI
 Supported for Excel 2010 SP1, and later
 Launched from reports or datasets
 Requires Excel updates be downloaded and
installed

Web publishing
Publish to Web enables easily
publishing reports into blogs
and websites
 When you use Publish to web, the
report or visual you publish can be
viewed by anyone on the Internet
 There is no authentication used when
viewing these reports
 An embed code is generated, and can
be deleted to instantly remove access
 This feature can be disabled in the
Admin portal

Web publishing: Continued
Data refreshes are automatically reflected in an embedded report
or visual
 It can take approximately one hour for refreshed data to be visible from embed
codes
Limitations:
 Reports using real-time data sources
 Reports using row-level security
 Reports using Analysis Services hosted on-premises
 Reports shared to you directly, or through an organizational content pack
 Reports in a group in which you are not an edit member
 "R" Visuals are not currently supported in Publish to web reports

Row-level security
It is possible to restrict data access on datasets for given users
 Filters restrict data at the row level, and are assigned to roles
 Users are also assigned to roles
As the owner of a dataset, it is possible to:
 Assign users to roles
 View reports for different roles

Row-level security: Continued
Limitations:
 Can only be defined on datasets created by using Power BI Desktop
 Only imported data and DirectQuery connections are supported
 Q&A and Cortana are not supported
 Analyze in Excel is not supported
 External sharing is not supported
If applied to a dataset owned by a group, roles will only be
applied to read-only members

Data alerts
Data alerts notify users of changes beyond set limits
 Configured on dashboard tiles
 Fully synchronized across platforms; set and view data alerts in the mobile apps,
and also in the Power BI service
 Alert notifications provide details and links to view the tile or dashboard, and also
insights
Limitations:
 Alerts are currently not supported for card tiles with date/time measures
 Alerts only work with numeric data types
 Alerts only work on data that is refreshed; they do not work on static data

Data alerts: Creating or managing

Cortana for Power BI
Cortana (the personal digital assistant) can look for answers in
Power BI datasets by asking questions, similar to Q&A
Requires:
 The dataset supports Q&A, and is
enabled for Cortana to access
 The user has Windows 10 version 1511,
or later (November 2015 update)
 The user adds their Power BI account to
Windows 10
Cortana for Power BI is currently only
available in English

Cortana for Power BI: Answer pages
Reports can be specifically designed to answer Cortana questions:
 Enable Q&A
 Set the page size to Cortana
 If the report page has page level filters, set Require Single
Selection, so Cortana will display the report as an answer
if one, and only one, filter item is specified
 Ensure that the dataset can be accessed by Cortana

Dashboard data classification
Dashboards can be classified to raise awareness of what level of
security should be used
 Classifications can be defined in terms of: Name, shorthand value, whether to
display tag and URL
 The feature must be enabled by the tenant admin

Tenant Settings
Tenant settings can be managed by administrators:

Tenant Settings
All settings
 Publish content packs to the entire organization (default On)
 Allow sharing content to external users (On)
 Publish to web (On)
 Export data (On)
 Interact with and Share R visuals (On)
 Allow users to ask questions about their data using Cortana (On)
 Allow users to use Analyze in Excel with on-premises datasets (On)
 Allow users to create template organizational content packs (Off)
 Create audit logs for internal activity auditing and compliance purposes (Off)
 Data classification for dashboards (Off)

Key takeaways
 The Power BI online service offers a simple, intuitive experience for
interacting with data
 Users engage with the service by using a supported web browser, or
mobile application
 Dashboards display tiles in a single canvas
 A tile is sourced by “pinning” either a single report visualization, or a Q&A response
 Sharing and collaboration can be achieved by three different, and
complimentary, techniques:
 Sharing dashboards and tiles
 Office 365 groups
 Organizational content packs
 Entire reports can be easily published to blogs and website

Resources
Power BI Dashboards knowledge base
 https://support.powerbi.com/knowledgebase/articles/424868-dashboards-in-
power-bi
Q&A in Power BI knowledge base
 https://support.powerbi.com/knowledgebase/articles/474566-q-a-in-power-bi
Power BI mobile
 https://powerbi.microsoft.com/mobile

MicrosoftC+E T
echnologyTraining
SolutionArea
Data Analytics
Solution
T
echnology
Power BI
Module 03
Connecting to Power BI
Data Sources
Peter Myers

Module outline
Connecting to Power BI data sources
Keeping data current in Power BI
Integration with Azure services

Connecting to data through Power BI is easy, and can be achieved
with a variety of data source formats:
 Content packs:
 My Organization
 Services
 Files, including:
 Power BI Desktop files
 Excel workbooks
 Databases and data services – cloud and on-premises

Formats: Content packs: SaaS applications
Power BI enables connections to SaaS applications
 Connections require an existing subscription
 Each content pack provides pre-built dashboards and reports

Formats: Files
Files can be uploaded, or connected to on OneDrive
for Business, OneDrive Personal or SharePoint Online
 Updates to OneDrive files will appear automatically in dashboards
and reports
Supported file types:
 Excel workbooks
 CSV files
Maximum size for uploaded files: 250MB

Formats: Files: Excel 2016
Excel 2016 supports direct
publication to the Power BI
service
 Publication must be made to
OneDrive for Business
 Updates made from Excel 2016 will
be reflected automatically in Power
BI datasets

Formats: Files: Transposition to Power BI
Power BI Desktop files:
 File ► Power BI dataset
 Report ► Power BI report
 An empty dashboard is automatically created, with a token tile to connect to the
dataset (i.e. Q&A ready)
Excel workbooks:
 Data model content takes precedence over worksheet content
 Workbook data model ► Power BI dataset
 Power View sheets ► Pages of a Power BI report
 PivotTables, PivotCharts and custom fields are not recognized

Formats: Database and data services
Certain Azure (cloud-based) services are available with
Direct Connect
 Queries are sent back to Azure as users explore and report on data
(dashboard tiles refresh every 15 minutes)
 These experiences are intended for users who are familiar with the
databases and entities they connect to
 Only available with the Power BI Pro license

Formats: Database and data services: SQL Server Analysis Services
Live connections to on-premises data can be made to
SQL Server Analysis Services
 Supported for SQL Server 2012 and later
 The user’s identity is passed through, and so read access is
required, and role permissions (row filters) will be enforced
 Q&A natural language querying is not supported
 Only available with the Power BI Pro license

Authentication
Power BI connects to data sources as the user
 Connections require valid accounts that meet the requirements of the specific
data source
Authentication method is specific to connection type
Method Applies to
Basic Azure SQL Database | Marketo | OData feeds
Account key Azure Blob Store | Azure Table Store | Azure HDInsight
OAuth Salesforce | Google Analytics | OData feeds
Marketplace key Azure Marketplace
Anonymous OData feeds | Web

Power BI enables online and on-premises data refresh for datasets
uploaded from:
 Excel workbooks, where Power Query or Power Pivot is used to query data
Data refresh can be
on-demand, or scheduled
 Minimum schedule frequency is hourly
Achieved via a gateway
 Personal
 On-Premises Data Gateway

Authentication
In order for Power BI to refresh a dataset, credentials must be
provided for the data sources included in the dataset
Credentials are securely stored so Power BI can connect to the
data source on behalf of the user
 Once specified, the credentials are retained, and may be updated

Supported online data sources for refresh
All Azure and Online Services
data sources are supported
for refresh directly by the
Power BI service
 For datasets created directly from
services, and from Power BI
Desktop queries

Supported on-premises data sources for refresh
All other data sources available in Power BI Desktop are
supported, except:
 Hadoop file (HDFS)
 Microsoft Exchange

Power BI Gateway—Personal
Users can install the Power BI Gateway—Personal to refresh
supported on-premises data sources
 Only available in 64-bit
 Runs as a service if configured with an administrator account; otherwise runs as
an application
 Data transfer is secured (SSL) through Azure Service Bus
 There is no requirement to open any firewall ports
 Certain scenarios cannot be scheduled for data refresh:
 Custom SQL statements
 Excel worksheet data
 Direct Connect or DirectQuery data sources

On-Premises Data Gateway
IT can install the On-Premises Data Gateway to serve large groups
of users to refresh supported on-premises data sources
 It is the successor to the Power BI Gateway—Enterprise
 IT can:
 Centrally manage the set of users who have access to the underlying data sources
 Gain visibility into gateway usage, such as most commonly accessed data sources, and the users
accessing them
 Data sources:
 SQL Server Analysis Services
(Multidimensional and Tabular modes)
 SQL Server
 Oracle, Teradata, SAP HANA

Azure and Power BI have the built-in
connectivity and integration to bring business
intelligence efforts to life
Integration can be achieved without the need
to develop complex solutions:
 Direct connect:
 Azure SQL Database
 Azure SQL Data Warehouse
 Spark on Azure HDInsight
 Power BI Desktop
 Real-time dashboards with Azure Stream Analytics
HDInsight
Storage
Event
Hubs
Machine
Learning
SQL Server
Stream
Analytics
Power BI

Power BI Desktop
Connect to various Azure
services, and create queries
 Queries can be integrated with other
data source types, not necessarily
Azure
 Datasets sourced from a Power BI
Desktop file can be refreshed

Real-time dashboards with Azure Stream Analytics
Use Azure Stream Analytics to push live, streaming data to
Power BI
 Enables real-time dashboards at scale, over data from devices and applications
 Can stream millions of events per second
 Can perform aggregation over time windows

Advanced analytics
Coalesce Azure services
together to drive advanced
analytics:
 Azure HDInsight:
Big Data processing
 Azure Machine Learning:
Predictive analytics
 Azure Data Factory:
Orchestration at scale

Key takeaways
 Connecting to data through Power BI is easy
 Power BI enables connections to SaaS applications
 Files can be uploaded, or connected on OneDrive for Business,
OneDrive Personal, or SharePoint Online
 Live connections to on-premises data can be made to:
 SQL Server Analysis Services (Multidimensional and Tabular modes)
 SQL Server
 Oracle, Teradata, and SAP HANA
 Power BI enables online and on-premises data refresh
 Azure and Power BI have the built-in connectivity and integration to
easily bring Business Intelligence efforts to life

Resources
Power BI Get Data knowledge base
 https://support.powerbi.com/knowledgebase/topics/63369-get-data
Azure and Power BI knowledge base
 https://support.powerbi.com/knowledgebase/articles/568614-azure-and-power-bi
Power BI Security whitepaper
 https://support.powerbi.com/knowledgebase/articles/667840-power-bi-security
 Addresses commonly asked Power BI security questions

MicrosoftC+E T
echnologyTraining
SolutionArea
Data Analytics
Solution
T
echnology
Power BI
Module 04
Creating Power BI Desktop
Solutions
Peter Myers

Module outline
Introducing Power BI Desktop
Creating queries
Configuring relationships
Enhancing the model
Securing the model
Designing reports
Publishing to Power BI

Power BI Desktop is a visual data exploration and reporting tool
 A freely downloadable 32- or 64-bit
desktop application optimized for use
with the Power BI service
 Integrates proven Microsoft technologies
 Excel add-ins: Power Query, Power Pivot and
Power View
 Enables multiple ways to transform
schema and data
 Updated (at least) on a monthly basis

Providing feedback
Feedback can be provided:
 Send a Smile to convey satisfaction with
the tool, or a specific feature
 Send a Frown to convey the opposite
 Both options open a mail message, with
the opposition to include a screenshot
and/or formulas
Specific feedback can be sent
directly by rating the experience

User experience: Getting data
A query is defined by “getting data”
 Source types include File, Database, Azure, Online Services and Other
Data can be simply and quickly loaded “as is”
 Typically: Select type ► Define connection ► Authenticate ► Load
 Optionally, the Query Editor can be used to transform queries

User experience: Three views

User experience: Report view
Work in Report View to create any number of report pages with
visualizations
 It provides almost the same design experience as the report Editing View in the
Power BI service
 A report will have at least one blank page to start, and any number of pages can
be added
 Pages appear, and can be managed, in the navigator pane

User experience: Report view: Continued
The intent of the application is to land the user on the report
canvas as quickly as possible
 Built-in intelligence will often infer relationships, and detect data types and
categories
 Evidence suggests that most schemas are relatively simple, and so the optimized
path is: Load data ► Visualize
Many model transformations can be applied while working in
Report View
 Change data types, formats, calculation formulas
 Rename fields
 Sort columns
 Manage relationships

User experience: Data view
Work in Data View to inspect, explore, and understand data in the
model
 It is a different experience from how you can view tables, columns, and data in
Query Editor
 This is a view of the data after it has been loaded into the model

User experience: Relationships view
Work in Relationships
View to view all tables,
columns, measures and
relationships in the
model

Complex schemas: Development methodology
In contrast to the simple and quick “get then visualize” approach,
more complex schemas may follow this methodology:
1. Create queries and use the Query Editor to filter, cleanse and reshape data
2. Configure/refine relationships to establish the foundations of a model
3. Enrich the model with calculation logic and formatting
4. Design interactive reports with a broad range of modern data visualizations
5. Publish solutions directly to the Power BI service
Create
queries
Configure
relationships
Enhance the
model
Design
reports
Publish to
Power BI

Creating queries
Queries can be edited before loading into the model
Once created, each query:
 Is referenced by a unique name
 Defines query steps by using the language “M”
 Most query step logic does not require writing formulas
 Advanced logic can be written, and even exposed as functions
 Is used to load data into a model table
Create
queries
Configure
relationships
Enhance the
model
Design
reports
Publish to
Power BI

Creating queries
Source types: File

Creating queries
Source types: Database

Creating queries
Source types: Azure

Creating queries
Source types: Online Services
The list also includes:
 Smartsheet
 SQL Sentry (Beta)
 Stripe (Beta)
 SweetIQ (Beta)
 Troux (Beta)
 Twilio (Beta)
 tyGraph (Beta)
 WebTrends (Beta)
 Zendesk (Beta)
* As at
25 August, 2016
And the list is
growing!

Creating queries
Source types: Other
Note: The following are not
supported for on-premises refresh
 Hadoop File (HDFS)
 Microsoft Exchange

Creating queries
DirectQuery mode
Connections made to
supported data sources can
connect directly by using
DirectQuery:
 SQL Server
 Azure SQL Database
 Azure SQL Data Warehouse
 SAP HANA
 Oracle Database
 Teradata Database
 Amazon Redshift (Preview)

Creating queries
DirectQuery mode: Continued
When published to the Power BI Service:
 Until credentials are supplied, opening a published report or exploring a dataset
created with a DirectQuery connection to an online service results in an error
 For on-premises data sources that use DirectQuery, an On-Premises Data Gateway
must be installed and the data sources must be registered to establish a data
connection
Benefits:
 Allows building visualizations over very large datasets
 Reports always use current data

Creating queries
DirectyQuery mode: Continued
Limitations:
 All tables must come from a single database
 The Query Editor query cannot be overly complex
 DAX formula are restricted to a subset of the DAX functions
 Relationship filtering is limited to a single direction, rather than both directions
 If enabled, a preview feature allows cross filtering in both directions
 The data type of a column cannot be changed
 Q&A is not supported
 Quick Insights are not available

Creating queries
Defining query steps
The Query Editor can be used to filter,
cleanse and reshape data into the desired
result
 Steps can easily be produced by applying column
filters, and by using the commands available from the
ribbon, or the query and column context menus
 It is possible to select a step and preview the data at
that step
 Steps can be removed – but take care not to remove a
step that downstream steps depend on
 Step formulas can be viewed or edited in the formula
bar

Creating queries
Defining query steps: Commands
Numerous commands are available on the Query Editor ribbons
and context menus to:
 Manage columns
 Reduce rows, including removing errors
 Transform
 Split
 Add columns, by using formulas
As the editor experience is WYSIWYG, users can easily experiment
and roll-back changes

Creating queries
Defining query steps: Combining queries
New queries can be created by:
 Merging two queries (joining on a common column)
 Appending two queries (union)
Merge join options include:

Relationships enable filters on one table to appropriately
propagate filter to other tables
 Note: Relationships are not foreign key (integrity) constraints
They can be defined between any two tables, regardless of their
data connection or source type
 However, they must be based on single columns with matching data types
 There is no support for self-referencing relationships
Create
queries
Configure
relationships
Enhance the
model
Design
reports
Publish to
Power BI

Advanced options
It is possible to define multiple relationship paths between two
tables
 One relationship must be active, and will be used by default during model
browsing
 The remaining relationships are inactive, and can be used explicitly in model
calculations

Advanced options: Continued
Configure relationship advanced
options to set:
 Cardinality
 Cross filter direction
 The Both option enables many-to-many
analysis
 Active/inactive

Enhancing the model
Model tables can be extended with hierarchies, calculations, and
may be hidden (i.e. not for reporting)
Model column properties can be set:
 Data type
 Format
 Categorization
 Spatial types, or web URLs
 Sort order, based on another column from the same table
 Default summarization (numeric, text and date columns)
 Visibility
Create
queries
Configure
relationships
Enhance the
model
Design
reports
Publish to
Power BI

Enhancing the model
Hierarchies
Hierarchies can be added to a table, enabling navigation between
columns (in the one-to-many direction)

Enhancing the model
Calculations
There are three different types of calculations, and each are
defined by using DAX:
 Calculated columns
 Calculated tables
 Measures
DAX = Data Analysis EXpressions (DAX), consisting of:
 Excel functions (~80 functions)
 Table functions
 Aggregate functions
 Relationship navigation functions
 Context modification functions
 Time Intelligence functions

Enhancing the model
Calculations: Calculated columns
Define Calculated Columns to add new columns to tables
Column values for each row are materialized and stored in the
model
 If possible, to reduce the model size, avoid creating them
Column values are recalculated when:
 The table is refreshed
 Formula dependencies are refreshed

Enhancing the model
Calculations: Calculated tables
Define Calculated Tables to add new tables to the model, based
on existing data from other tables
 Calculated tables are generally best for intermediate calculations of data stored in
the model, rather than calculated on the fly
 Calculated tables appear in Relationship View, and relationships can be defined
with other tables
 If possible, to reduce the model size, avoid creating them
 Calculated tables are recalculated in the same circumstances as calculated
columns

Enhancing the model
Calculations: Measures
Define Measures to add aggregation logic to the model
Values are not materialized in the model
 Formulas are evaluated at query time
Common aggregate functions:
 Sum
 Count, Distinct Count
 Average
 Minimum, Maximum

Enhancing the model
The model design can be tuned to improve its usefulness and
Q&A response accuracy
 Set appropriate column data types, formats and categorization
 Ensure relationships are configured
 Ensure table and columns are visible/hidden
 Ensure table, column and measure names are unique and concise
 Define synonyms (in Relationships view) for tables, columns, and calculations
Tuning the model

Securing the model
It is possible to restrict data access to datasets for given users
 Filters restrict data at the row level, and are assigned to roles
 Users are also assigned to roles
Roles are defined in Power BI Desktop
 DAX expressions are used to filter tables, and can use the USERNAME() function
to retrieve the current user name
 Within Power BI Desktop, USERNAME() will return a user in the format of DOMAINUser
 Within the Power BI service, USERNAME() will return the user's User Principal Name (UPN)—
looks similar to an email address
Users are assigned in the Power BI service

Securing the model
Row-level security: Continued
Limitations:
 Only imported data and DirectQuery connections are supported
 Q&A and Cortana are not supported
 Analyze in Excel is not supported
 External sharing is not supported

Designing reports
Reports can be designed based on the visible model interface
The design experience is almost the same as is available in the
Power BI online service
 Text boxes, images and shapes can be added
 Text boxes can contain hyperlinks
Create
queries
Configure
relationships
Enhance the
model
Design
reports
Publish to
Power BI

Designing reports
Custom visuals
Custom visuals can be imported to extend beyond the out-of-the-
box visualizations
 A gallery of visuals created by the Power BI community is available at
https://app.powerbi.com/visuals
 Browse through the visuals or submit one of your
own for others to use
 The list of available visuals is growing each month
 Custom visuals will render in the Power BI service

Designing reports
Custom visuals: Gallery (subset)
* And the list
is growing!

The Power BI Desktop file can be uploaded to the Power
BI service, or published directly
 Publish directly to your workspace or a group
Note, if overwriting an existing dataset:
 If there are two or more datasets with the same name, remove one, or
rename the Power BI Desktop file
 Renaming columns or measures can break existing reports or
dashboard tiles
Create
queries
Configure
relationships
Enhance the
model
Design
reports
Publish to
Power BI

Continued
If row-level security roles have been defined, once published,
assign users to roles

Additional capabilities:
 Query parameters
 Power BI template files
 Running R scripts
 Generating R visuals
 Shape maps (Preview)

Query parameters
Query parameters allow users to easily make parts of their reports
and data models depend on one or more parameter values
Parameters are defined in terms of:
 Name, Description, Type, Allowed Values, Default and Current Value
Parameters are like other queries, and can be referenced from
queries and loaded to the data model

Query parameters: Continued
Many UX dialogs support referencing parameters, including:
 Data source dialogs
 Filter Rows dialog
 Replace Values dialog

Power BI template files
Templates allow users to export the definition of a Power BI
Desktop report without including the actual data
 Power BI Desktop report = query definitions + data model + report + parameters,
if any
 Users can easily instantiate a template by using Power BI Desktop, which will ask
them for parameter values (if required) and create a new Power BI Desktop report
(PBIX file) based upon the contents in the template file (PBIT file)

Running R scripts
R scripts can be ran directly in Power
BI Desktop, and resulting datasets
imported into a Power BI Desktop
data model
 R must be installed on the local machine
 Only data frames are imported
 Columns typed as Complex and Vector are not
imported
 Can be refreshed with a gateway

Generating R visuals
R visuals render from R script, accepting input
fields
Benefits:
 Leverage the voluminous and growing number of out-of-
the-box plots available in R
 Easily customize R visuals by developing the script
 Combine advanced analytics in visuals
 Interact with R visuals in Power BI Desktop (filter, and
cross-filter are supported)

Shape maps (Preview)
A Shape Map visual shows relative comparisons of regions on a
map by applying different colors to different regions
 In contrast to the Map visual, Shape Map cannot show precise geographical
locations of data points on a map; instead, its main purpose is to show relative
comparisons of regions on a map by coloring them differently

Shape maps (Preview): Continued
Custom maps can be used
provided they are in the
TopoJSON format
 Possibilities: Display geographical,
seating arrangements, floor plans,
etc.

Key takeaways
 Power BI Desktop is a companion desktop application to Power BI
 Power BI Desktop is a visual data exploration and reporting tool
 The tool enables simple and quick visualization of data
 For complex schemas, a development methodology can involve:
 Creating queries
 Configuring relationships
 Enhancing the model with hierarchies and calculations
 Designing reports, including the use of custom visuals
 Publishing to Power BI
 The user can choose to work in the way that makes sense to them
 Power BI Desktop files, once published, can have their data sources
refreshed

Resources
Power BI Desktop knowledge base
 https://support.powerbi.com/knowledgebase/topics/68530-power-bi-desktop
Tips and tricks for creating reports in Power BI Desktop
 https://support.powerbi.com/knowledgebase/articles/464157-tips-and-tricks-for-
creating-reports-in-power-bi-d
DAX Resource Center
 “Your one stop shop for all things DAX”
 http://social.technet.microsoft.com/wiki/contents/articles/1088.dax-resource-
center.aspx

Resources
Power BI Visuals Gallery
 https://app.powerbi.com/visuals

MicrosoftC+E T
echnologyTraining
SolutionArea
Data Analytics
Solution
T
echnology
Power BI
Module 05
Power BI For the Developer
Peter Myers

Module outline
Extending Power BI
Power BI REST API
Custom visuals
Azure Power BI Embedded

Extending Power BI
Exciting opportunities exist for developers to extend, embed and
customize the Power BI experience
 Power BI REST API
 Integrate Power BI into an app
 Custom visuals
 Azure Power BI Embedded

Power BI REST API
Use the Power BI REST API to push data directly from an
application into a Power BI dataset
 Client application
 Web application
Programmatically manage resources:
 Datasets
 Tables
Dashboards will update in real-time as data is added
 No more waiting, or needing to press the Refresh button! 

Power BI REST API
Object model hierarchy
A Power BI workspace can
have multiple datasets, which
are identified by a GUID
A dataset can:
 Be owned by a user or a group
 Have multiple tables, which are
referenced by name
A table has multiple rows
Datasets
Tables
Power BI
Rows

Power BI REST API
Authentication
An application must be registered, and is required to establish an
identity for the application
 Applications are identified by their Client ID
 Permissions are delegated to the Power BI service
REST API calls are made on
behalf of an authenticated user
by passing a token in the
“Authorization” header

Power BI REST API
Application registration
An application can be registered with
 Power BI App Registration Tool at http://dev.powerbi.com/apps, or
 Azure Management Portal
The Power BI App Registration Tool is the easiest option since
there are just a few fields to fill in
If you want to make changes to you app, this can only be done
through the Azure Management Portal

Power BI REST API
Authentication flow: Client application

Power BI REST API
Authentication flow: Web application

Power BI REST API
Operations
Operation Method
List all datasets GET Returns a JSON list of all dataset objects that includes a name and dataset ID
Create a dataset POST Creates a new dataset with the schema definition that is in the JSON body,
and returns the dataset ID and the properties of the objects created
List all tables GET Returns a JSON list of tables for the specified dataset
Update an existing table schema PUT
Add rows to a table in a dataset POST
Clear the rows in a table DELETE
List all groups GET Returns a JSON list of all the groups of which the user is a member
List all dashboards GET (In preview)
List all tiles GET (In preview) Returns a JSON list of tiles for the specified dashboard.
Use this method to retrieve the embed URL.
List all reports GET (In preview) Use this method to retrieve the embed URL

Power BI REST API
Example: List all datasets
Request
GET https://api.powerbi.com/v1.0/myorg/datasets HTTP/1.1
Authorization: Bearer {AAD Token}
Content-Type: application/json; charset=utf-8
Response
{
"datasets": [
{
"id": "2C0CCF12-A369-4985-A643-0995C249D5B9",
"name": "Music"
},
{
"id": "C446840B-94AD-4B23-8896-C276E69B8FAA",
"name": "SalesMarketing"
}
]
}

Power BI REST API
Example: Add a row to a table in a dataset
Request
POST https://api.powerbi.com/v1.0/myorg/datasets/2C0CCF12-A369-4985-A643-0995C249D5B9
/Tables/Product/Rows HTTP/1.1
Authorization: Bearer {AAD Token}
Content-Type: application/json; charset=utf-8
{
"rows":
[
{
"ProductID":1,
"Name":"Adjustable Race",
"Category":"Components",
"IsCompete":true,
"ManufacturedOn":"07/30/2014"
}
]
}

Power BI REST API
Restrictions
Maximum rows per single push: 10K
 Note that ingestion rates are restricted by license:
 Power BI license: 10K rows/hour
 Power BI Pro license : 1M rows/hour
Maximum rows per table: 5M
 A dataset is defined with a retention policy:
 none: Rows will be collected to the limit
 basicFIFO: Will keep up to 200K rows, and remove the oldest rows as new rows are added
Maximum pending requests: 5

Integrate Power BI
Integrate a Power BI tile or report into an app with an IFrame
HTML element
 For example, create a custom mobile app to display real-time Power BI tiles and
reports on the user’s mobile device
Use the REST API to retrieve the embed URL
Once embedded, a click event handler can be added to enable
navigation to the dashboard
This capability is presently in preview

Custom visuals
Developers can develop custom visuals for use in Power BI
solutions
To help developers get started, Microsoft has published the code
for all of their visualizations
 This is all available as an open source project on GitHub
 The project contains over 20 visualization types, the framework to run them, and the testing
infrastructure that enables you to build high quality visualizations
 The framework provides all the interfaces required to integrate fully with Power BI's selection,
filtering, and other UI experiences
 Developers are encouraged to submit their custom visuals to the Power BI Visuals
Gallery for sharing with the Power BI community

Azure Power BI Embedded is an Azure service, enabling the
integration of Power BI reports into apps

Embed easily for
faster time to value
Create
compelling
interactive reports
Deploy quickly
and manage with ease

Key attributes
 Easily author interactive reports without writing any code using Power
BI Desktop
 Choose modern visualizations out-of-the-box or customize without
building them from scratch for your reports
 Easily embed interactive visuals in your app using REST APIs and the
Power BI SDK
 Ensure consistent high-fidelity data experiences on any device
 Use your existing authentication and authorization methods
 Speed up time to value without redesigning your existing app
 Pay only for what you use with no upfront costs

Conceptual model
Microsoft Azure
subscription
Embed
End users
Workspace
Workspace collection
1,N
Developer
Your app
Azure SQL
Data Warehouse
Azure SQL Database
1,N
1,N
on Azure HDInsight

Pricing
 Free: 100 sessions/month
 Standard: USD 0.05/session
 Session = “A session ends when either the user closes the report, or one hour
after the session was initiated, whichever comes first.”

Key takeaways
 The Power BI REST API can push data directly from an application into
a Power BI dataset
 Developers can integrate Power BI tiles and reports into application
 Developers can develop custom visuals for use in Power BI solutions
 Developers can embed compelling, interactive reports within their
web apps

Resources
Power BI Developer Center
 https://powerbi.microsoft.com/developers
Power BI App Registration Tool
 http://dev.powerbi.com/apps
Power BI REST API Console
 http://docs.powerbi.apiary.io
 Test each of the REST API operations using the console interface

Resources
GitHub: Integrate a tile into an app
 https://github.com/Microsoft/PowerBI-
CSharp/tree/master/samples/webforms/embed-a-tile-into-an-app
GitHub: Integrate a report into an app
 https://github.com/Microsoft/PowerBI-
CSharp/tree/master/samples/webforms/embed-a-report-into-an-app

Resources
Extend Power BI with Custom Visuals
 https://powerbi.microsoft.com/custom-visuals
 https://github.com/microsoft/powerbi-visuals
Power BI Visuals Gallery
 https://app.powerbi.com/visuals
 Submit custom visuals for discovery and use by the Power BI community
 https://azure.microsoft.com/en-us/services/power-bi-embedded
 https://azure.microsoft.com/en-us/pricing/details/power-bi-embedded/

MicrosoftC+E T
echnologyTraining
SolutionArea
Data Analytics
Solution
T
echnology
Power BI
Summary
Peter Myers

Summary outline
Power BI overview
Power BI benefits by role
Power BI licensing

Power BI overview
Power BI REST API
Power BI Desktop
Prepare Explore Share
Report
SaaS solutions
Google analytics
On-premises data
Corporate data sources or external data
services
Azure services
Excel files
Workbook data and data models
Data refresh
Visualizations
Live dashboards
Reports
Datasets
01001
10101

Power BI benefits by role
Whatever the role, Power BI brings all data together
Business user
 Import data from SaaS sources, and work with dashboards and reports
Business analyst
 Import, reshape and model data
 Create compelling reports and visualizations
 Create content packs to share insights
BI professional
 Connect to live Azure data services
 Connect to on-premises Analysis Services databases
 Empower colleagues to create their own reports
Developer
 Integrate applications with Power BI
 Create real-time dashboards
 Develop custom visuals

Power BI licensing
Two licenses are available:
 Power BI: Free! 
 Power BI Pro: Currently USD 9.99/month with an annual subscription
(Academic, government and non-profit pricing is available)
Encourage customers to review the pricing and feature matrix
 https://powerbi.microsoft.com/pricing
Power BI Pro trial license can be obtained for 60 days

Power BI licensing
In short, the differences between the two licenses:
Feature differences
Feature Power BI (Free) Power BI Pro
Data capacity limit 1 GB/user 10 GB/user
Consume content that is scheduled to refresh Daily Up to 8 times per day
Data streaming rate 10K rows/hour 1M rows/hour
Consume live data sources will full interactivity No Yes
Access on-premises data with gateways No Yes
Share dashboards Yes Yes
All other collaboration features No Yes
Row-level security for users and groups No Yes

Resources
Power BI pricing
 https://powerbi.microsoft.com/pricing
Microsoft Cloud and Enterprise Partner Resources
 http://aka.ms/powerbipartners
 Includes up-to-date resources:
 Customer-ready materials
 Customer evidence
 Training and labs
 Demos
 “What to do next”

Resources
Continued
 https://technet.microsoft.com/en-us/virtuallabs
 Search the growing library of Power BI technical labs

Get started today at powerbi.com
Sign up for a free Preview account
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