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BI Reporting For Dynamics CRM Online 
Technical Deep Dive Session 2: 
Power BI
Agenda 
1.What is Power BI 
2.Components of Power BI 
3.Developing/Publishing Power BI Reports 
4.Scheduling Refresh 
5.Q & A
Power BI 
 Power BI for Office 365 is Microsoft's cloud-based business intelligence (BI) solution that 
works from within Excel and Office 365 to analyse and visualize data in a self-service way 
 Discover insights about your data with highly interactive, powerful data exploration and 
visualization
Power BI Components 
Excel 2013: 
• Power Query – easily connect to data from public and corporate data sources, transform data 
and share queries 
• Power Pivot – create a sophisticated Data Model directly in Excel 
• Power View – create reports and analytical views with interactive data visualizations 
• Power Map – visual tool for geospatially based data analysis 
Office 365: 
• Power BI Sites – share, view, and interact with reports 
• Power BI Q&A – use 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
Demo 1 : Movie Rating Analysis 
Source: Text file 
Using Power Query(To pull, clean and load data into power pivot data 
model) 
Reports: 
User Demographics 
Genre Analysis 
Movie Rating Analysis 
Developing Power BI Reports
Demo 2 : Sales Analysis 
Source: Adventure works database 
Reports: 
Sales Details 
Sales Scatter 
Sales Map 
Developing Power BI Reports
Power BI Data Flow
Power BI in Office 365
1.Setup Gateway 
2.Setup Data Source 
3.Setup Refresh 
Scheduling Data Refresh
Power BI Architecture 
SQL 
Server 
Power Pivot 
Power View 
Power BI for Office 365/ 
SharePoint Online 
On Premise / 
Azure VM 
External 
Data 
sources 
Power Query
Need of SQL Server Data Warehouse 
• In Power Query there is a direct connection available for Dynamics CRM Online 
o But this connection is not supported for auto refresh of data 
o This task of refreshing needs to done manually offline 
• Advantages of SQL Server Data warehouse: 
o Can integrate data from different sources 
o Can serve as single integrated source of clean data for organization 
o End users can easily query data for adhoc reporting
CRM 2015 Release Preview Guide: 
http://go.microsoft.com/fwlink/?LinkID=511975&clcid=0x409 
Contact Us - 
www.cloudfronts.com 
info@cloudfronts.com 
Q & A

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Power BI Technical Dive

  • 1. BI Reporting For Dynamics CRM Online Technical Deep Dive Session 2: Power BI
  • 2. Agenda 1.What is Power BI 2.Components of Power BI 3.Developing/Publishing Power BI Reports 4.Scheduling Refresh 5.Q & A
  • 3. Power BI  Power BI for Office 365 is Microsoft's cloud-based business intelligence (BI) solution that works from within Excel and Office 365 to analyse and visualize data in a self-service way  Discover insights about your data with highly interactive, powerful data exploration and visualization
  • 4. Power BI Components Excel 2013: • Power Query – easily connect to data from public and corporate data sources, transform data and share queries • Power Pivot – create a sophisticated Data Model directly in Excel • Power View – create reports and analytical views with interactive data visualizations • Power Map – visual tool for geospatially based data analysis Office 365: • Power BI Sites – share, view, and interact with reports • Power BI Q&A – use 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
  • 5. Demo 1 : Movie Rating Analysis Source: Text file Using Power Query(To pull, clean and load data into power pivot data model) Reports: User Demographics Genre Analysis Movie Rating Analysis Developing Power BI Reports
  • 6. Demo 2 : Sales Analysis Source: Adventure works database Reports: Sales Details Sales Scatter Sales Map Developing Power BI Reports
  • 8. Power BI in Office 365
  • 9. 1.Setup Gateway 2.Setup Data Source 3.Setup Refresh Scheduling Data Refresh
  • 10. Power BI Architecture SQL Server Power Pivot Power View Power BI for Office 365/ SharePoint Online On Premise / Azure VM External Data sources Power Query
  • 11. Need of SQL Server Data Warehouse • In Power Query there is a direct connection available for Dynamics CRM Online o But this connection is not supported for auto refresh of data o This task of refreshing needs to done manually offline • Advantages of SQL Server Data warehouse: o Can integrate data from different sources o Can serve as single integrated source of clean data for organization o End users can easily query data for adhoc reporting
  • 12. CRM 2015 Release Preview Guide: http://go.microsoft.com/fwlink/?LinkID=511975&clcid=0x409 Contact Us - www.cloudfronts.com info@cloudfronts.com Q & A