13 Tips for Getting Started w/Power BI for Office 365 The
Bakers Dozen Business Intelligence 13 SQL Server / Business
Intelligence Productivity Tips Kevin S. Goff Microsoft SQL Server
MVP
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Kevin S. Goff Brief BIO Developer/architect since 1987 /
Microsoft SQL Server MVP Columnist for CoDe Magazine since 2004,
The Bakers Dozen Productivity Series, 13 tips on a SQL/BI topic
Wrote a book, collaborated on a 2 nd book Frequent speaker for SQL
Server community events and SQL Live!360 Conferences Email:
[email protected]@kevinsgoff.net My site/blog:
www.KevinSGoff.Net (includes SQL/BI webcasts)www.KevinSGoff.Net
Releasing some SQL/BI video courseware in 2015 2Intro to Power BI
for Office 365
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13 steps to get started w/Power BI for Office 365 This is an
Introductory Session Two objectives: To provide you with steps to
set up a Power BI for Office 365 site Give a general roadmap of the
major components of Power BI, and a quick glance at what can be
built Will provide some links at the end to study Power BI further,
and a quick look at whats coming in the future Many detailed screen
shots to use for reference, so going to limit tabbing around 3Intro
to Power BI for Office 365 Todays Topic
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1.What is Power BI and Power BI for Office 365?What is Power BI
and Power BI for Office 365? 2.Power BI for Office 365 vs
SharePoint On-PremisesPower BI for Office 365 vs SharePoint
On-Premises 3.What can we build with Power BI for Office 365?What
can we build with Power BI for Office 365? 4.Getting Started:
Creating a Power BI for Office 365 site/accountGetting Started:
Creating a Power BI for Office 365 site/account 5.Creating Data
Sources and Data Management GatewaysCreating Data Sources and Data
Management Gateways 6.PowerPivotPowerPivot 7.PowerPivot DAX
FormulasPowerPivot DAX Formulas 8.PowerViewPowerView
9.PowerMapsPowerMaps 10.PowerQueryPowerQuery 11.Deploying/Saving
Content to Power BI for Office 365 sitesDeploying/Saving Content to
Power BI for Office 365 sites 12.Setting up Data Refreshes back to
On-Premise SourcesSetting up Data Refreshes back to On-Premise
Sources 13.Recommended Reading/LinksRecommended Reading/Links 4
Topics for today Intro to Power BI for Office 365
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1: What is Power BI for Office 365? One way to look at it there
are 2 major parts The first is a set of Excel 2013 add-ins (Power
BI itself) Power Pivot (a simple way to create analytic pivot
tables) Power View (a new data visualization tool for creating
image reports and charts) Power Map (formerly GeoFlow, creates 3-D
geographic visualizations using Bing Maps under the hood) Power
Query (search and query data from public sources ETL inside Excel)
The second is based on Office 365 Cloud Services Office 365 Power
BI sites that offer a cloud-based version of SharePoint portals for
sharing Excel content Data Management Gateway so that IT can
control data sources published on Power BI sites (as well as user
access) Mobile BI device support for Windows 8, Windows RT and iOS
tables (iPads) to view visualizations using HTML5 Intro to Power BI
for Office 3655 TOC
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2: Power BI for Office 365 vs SharePoint On-Premises In a
traditional SharePoint 2010 or 2013 environment: Works well, but
requires SharePoint licenses and maintenance Intro to Power BI for
Office 3656 SharePoint Enterprise Server Site Collections for
Excel, PowerPivot, Power View Galleries Other document libraries
containing Business Intelligence Data Business Users/Developers
take data from SQL Server (or other sources), create Pivot Tables
and Pivot Charts in Excel Users then publish the Excel content to a
SharePoint site collection Larger set of users interact with the
data in SharePoint TOC
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2: Power BI for Office 365 vs SharePoint On-Premises But what
if.??? Intro to Power BI for Office 3657 SharePoint Enterprise
Server Site Collections for Excel, PowerPivot, Power View Galleries
Other document libraries containing Business Intelligence Data
Business Users/Developers take data from SQL Server (or other
sources), create Pivot Tables and Pivot Charts in Excel Users then
publish the Excel content to a SharePoint site collection Larger
set of users interact with the data in SharePoint What if this
piece could exist in the cloud, in an external portal that could
render all the Excel content, and even work with newer versions of
Excel add-ins? And what if mobile users could access this site with
a Surface table or an iPad? TOC
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2: Power BI for Office 365 vs SharePoint On-Premises Thats the
basis of Power BI for Office 365 Intro to Power BI for Office 3658
Office 365 Server (with SharePoint support) Site Collections for
Excel, PowerPivot, Power View Galleries Other document libraries
containing Business Intelligence Data Business Users/Developers
take data from SQL Server (or other sources), create Pivot Tables
and Pivot Charts in Excel Users then publish the Excel content to
an Office 365 site Larger set of corporate users interact with the
data by accessing Office 365 site (either with desktop or laptop or
mobile device Office 365 site, managed by Microsoft, that contains
stripped down version of SharePoint, with simpler management
features TOC
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2: Power BI for Office 365 vs SharePoint On-Premises Thats the
basis of Power BI for Office 365 Intro to Power BI for Office 3659
Office 365 Server (with SharePoint support) Site Collections for
Excel, PowerPivot, Power View Galleries Other document libraries
containing Business Intelligence Data Business Users/Developers
take data from SQL Server (or other sources), create Pivot Tables
and Pivot Charts in Excel Users then publish the Excel content to
an Office 365 site Larger set of corporate users interact with the
data by accessing Office 365 site (either with desktop or laptop or
mobile device Office 365 site does not contain ALL features of
SharePoint Enterprise (such as PerformancePoint Services and
Reporting Services Integration) Max workbook upload is 250 MB
(compressed) TOC
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2: Power BI for Office 365 vs SharePoint On-Premises Intro to
Power BI for Office 36510 Step 1: Created PowerPivot / Power View
content in Excel against SQL Server database Power BI for Office
365 site Step 2: Deploy (Save) Excel Power BI Content to Power BI
for Office 365 site. Remember, it contains the actual static
content from the original database Step 3: Users can access Excel
content on the site, in the browser or from a mobile device, even
if they dont have Excel But when the content in the database
changes, do we need to rebuild and redeploy the Excel spreadsheet?
Step 4: Set up a Data Refresh, so that the deployed content can
refresh from the on- site, on-premises data source But it requires
that we configure a Data Gateway and Data Source on the Power BI
for Office 365 site Deployed Excel sheet contains data (compressed
using xVelocity) TOC
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3: What can we build with Power BI for Office 365 Intro to
Power BI for Office 36511 Excel Spreadsheet Built against SQL
Database Deployed to Power BI site Can Navigate against it without
Excel in browser or mobile device! DAX formulas for KPIs, Return %,
and Ranking TOC
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3: What can we build with Power BI for Office 365 Intro to
Power BI for Office 36512 DAX formulas for Moving Average TOC
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First, load up on the Excel Add-Ins for Excel 2013 Get
PowerPivot, Power View, and (maybe) Power Maps
http://www.microsoft.com/en-us/bi/powerpivot.aspx (Power
Pivot)http://www.microsoft.com/en-us/bi/powerpivot.aspx
Install/Configure steps for PowerPivotInstall/Configure steps for
PowerPivot PowerView is an add-in that comes with Excel 2013 Pro
http://www.microsoft.com/en-us/download/details.aspx?id=38395
(Power
Maps)http://www.microsoft.com/en-us/download/details.aspx?id=38395
http://www.microsoft.com/en-us/download/details.aspx?id=39379
(Power
Query)http://www.microsoft.com/en-us/download/details.aspx?id=39379
Getting started information for Power Query & Power Maps
http://blogs.msdn.com/b/powerbi/archive/2013/07/07/getting-started-
with-pq-and-pm.aspxhttp://blogs.msdn.com/b/powerbi/archive/2013/07/07/getting-started-
with-pq-and-pm.aspx A great overview of the components of Power BIA
great overview of the components of Power BI These are KILLER
add-ins that allow Microsoft to compete with other self-service BI
tools like QlikView and Tableau Intro to Power BI for Office 36513
4: Getting Started with Power BI for Office 365 TOC
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4: Getting Started with Power BI for Office 365 Intro to Power
BI for Office 36514 Main Power BI Site Power BI Blog Power BI
Support/FAQ Pricing and Free Trial A free trial starts with basic
credentials and a user ID Main portal only has ADMIN enabled to
start. Must do some provisioning TOC
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4: Getting Started with Power BI for Office 365 Intro to Power
BI for Office 36515 Admin dashboard need to add any additional
users and start services TOC
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4: Getting Started with Power BI for Office 365 Intro to Power
BI for Office 36516 Either use new domain (based on original ID)
and then add any additional users TOC
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4: Getting Started with Power BI for Office 365 Intro to Power
BI for Office 36517 Final checklist Remember
https://portal.office.com TOC
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4: Getting Started with Power BI for Office 365 Intro to Power
BI for Office 36518 The main SharePoint portal admin center. At
this point we have a public SharePoint site Our next step is to
configure and provision a Power BI New public Office 365 SharePoint
site TOC
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4: Getting Started with Power BI for Office 365 Intro to Power
BI for Office 36519 Power BI Admin Center Our objective is to
deploy some BI content, where refreshes will point back on on-site,
on-premise data source Need to establish Data Source and Gateway
TOC
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5: Creating a Data Source/Gateway Intro to Power BI for Office
36520 Step 1: Created PowerPivot / Power View content in Excel
against SQL Server database Power BI for Office 365 site Step 2:
Deploy (Save) Excel Power BI Content to Power BI for Office 365
site. Remember, it contains the actual static content from the
original database Step 3: Users can access Excel content on the
site, in the browser or from a mobile device, even if they dont
have Excel But when the content in the database changes, do we need
to rebuild and redeploy the Excel spreadsheet? Step 4: Set up a
Data Refresh, so that the deployed content can refresh from the on-
site, on-premises data source But it requires that we configure a
Data Gateway and Data Source on the Power BI for Office 365 site
Deployed Excel sheet contains data (compressed using xVelocity)
TOC
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5: Creating a Data Source/Gateway Intro to Power BI for Office
36521 Back in the Power BI Admin Center, if you try to define a
data source, it will prompt to install a Gateway first TOC
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5: Creating a Data Source/Gateway Intro to Power BI for Office
36522 Must download Microsoft Gateway Management client When
gateway client loads, enter the Gateway key from above TOC
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5: Creating a Data Source/Gateway Intro to Power BI for Office
36523 Now that we have a gateway established, we can define an
on-site data source for the Gateway Define Connection, on- site
database server, and database name Provide credentials for when
Gateway reads back to on- site source TOC
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6-PowerPivot Intro to Power BI for Office 36524 TOC Compressed
Star Schema Model in the basement of the Excel Sheet 1.Users can
point Excel to database content 2.Can create the equivalent of a
mini-cube, compressed using xVelocity compression 3.The Power Pivot
Data Model lives inside the Excel Sheet 4.Users can create many
Pivot Tables or Pivot Charts off the Model 5.Users can also create
Power View report visualizations off the data model
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6-PowerPivot Intro to Power BI for Office 36525 Model can come
from physical relational tables or database views Must create
relationships if source was views Can implement dimensional
hierarchies This is somewhat like building SSAS OLAP cubes, except
it doesnt support advanced fact/dimension relationships TOC
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6-PowerPivot Intro to Power BI for Office 36526 KPI scorecards
in Excel, similar to other SharePoint dashboarding tools Garretts
sales as % of Quota was 80.18%. Thats OK, so status is yellow. But
his sales one year ago was 85.13% of quota so his % of quota is
trending down, and thats not good The % of Quota last year
represents a DAX formula to express the % of quota for same time
period last year User can look at sales and quotas by Employee for
a year or a quarter TOC
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6-PowerPivot Intro to Power BI for Office 36527 Excel Generic
Feature, % of Row Parent Visual Slicers Geography Hierarchy, and
evaluating sales in 2 different sale channels (customer internet
and reseller/vendor TOC
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6-PowerPivot Intro to Power BI for Office 36528 Monthly Sales +
12 month moving average, plotted as a line chart (Requires a set of
DAX formulas) TOC
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6-PowerPivot Intro to Power BI for Office 36529 Sparkline
(compressed graphic, a line chart with markers for high and low
month) More Visual Slicers TOC
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7-DAX Formulas Intro to Power BI for Office 36530 For formulas
and Expressions, PowerPivot provides a language called DAX Very
Loosely speaking, DAX is to PowerPivot as MDX is to OLAP Cubes Some
websites state that DAX is easier than MDX That depends For basic
formulas, basically true But for more complicated expressions, DAX
can be just as involved as MDX When comparing PowerPivot to SSAS
OLAP, worth noting that PowerPivot does not directly support
advanced fact/dimension relationships (like role-playing dimensions
and many-to-many bridge tables). So DAX is necessary to manually
set relationships through code. TOC
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7-DAX Formulas Intro to Power BI for Office 36531 DAX formula
to express % of Quota in terms of one year ago TOC Calculate a
ratio on the fly: not too bad Express in terms of a year ago:
arguably a bit more involved
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7-DAX Formulas Intro to Power BI for Office 36532 More
complicated DAX code to calculate a Moving Average Must determine,
for any one month, the 12 month range (start month and end month of
range) Must average the internet sales over the span of that range
DAX is sometimes advertised as easier than the MDX language used in
SSAS/OLAP applications, but sometimes DAX can be just as involved
TOC
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8: Power View Intro to Power BI for Office 36533 TOC Report
Visualization Tool for Power Users Great for storyboard-type
reporting, face- style reporting where a page or subset of a page
tells a story Not intended for full blown detail reports Not as
much developer functionality as Reporting Services
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8: Power View Intro to Power BI for Office 36534 Power View
visualization against the Power Pivot Data Model User can filter on
Country State Province Scatter chart plotting city observations of
Sales revenue and # of orders Can use year as Play axis to show
that while Beaverton is top city in Oregon across all years, it
wasnt top city in 2007 TOC
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8: Power View Intro to Power BI for Office 36535 We can even
select a single city and plot the progression of annual sales for a
city over time While this has nice interactive features, advanced
users might want to show a linear regression line, and also the
correlation coefficient (impact of order count on sales) Here is
where tools like SSRS or even Excel Pivot Charts are a better
option Power View does not have these features TOC
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8: Power View Intro to Power BI for Office 36536 Cross
filtering I can click on the pie slice for Australia, and the bar
chart above shades the monthly sales just for Australia TOC
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9: Power Maps As name implies, ability to create map
visualizations based on geography definitions Geography Definitions
can come from country / state / city names, or from
latitude/longitude points For those who used maps in SQL Server
Reporting Services, these maps are more interactive Power BI Blog
has links to examples that showcase some very fancy maps! Intro to
Power BI for Office 36537 TOC
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9: Power Maps Intro to Power BI for Office 36538 Can map based
on geography labels or latitude / longitude points TOC
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9: Power Maps Intro to Power BI for Office 36539 Can use nav
controls to zoom in/out TOC
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10: Power Query Essentially ETL against many data sources using
a query language inside Excel Can query from many public websites
(Facebook, Wikipedia) with nothing but a URL Can be used to shape
and format data into an Excel Pivot Table Strong book
recommendation, by Chris Webb Intro to Power BI for Office 36540
TOC
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10: Power Query Intro to Power BI for Office 36541 We can point
to a site, and then a table within the site, and utilize Power
Query syntax TOC
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10: Power Query Intro to Power BI for Office 36542 Regardless
of whether opponents were scoring 15 points or 30 points, Chiefs
generally surrendered same number of yards TOC
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11: Deploying Intro to Power BI for Office 36543 Uploading is
very easy in the Power BI site, just take the option to Add/Upload
a file, and then select an XLSX file saved locally TOC
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12: Setting up Data Refreshes back to On-Premise Sources Intro
to Power BI for Office 36544 In the Power BI for Office 365 site,
click the ellipsis button and take the option to schedule a data
refresh Verify the connection (there could be more than 1), and set
frequently of schedule History page to show history of successful
(or failed) refreshes Notifications TOC
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13: Power BI Future Enhancements/Reading Power BI News from
WPC:
http://www.jenunderwood.com/2014/07/14/microsoft-power-bi-news-from-wpc-
2014/http://www.jenunderwood.com/2014/07/14/microsoft-power-bi-news-from-wpc-
2014/
http://cwebbbi.wordpress.com/2014/07/14/new-power-bi-features-shown-at-wpc/http://cwebbbi.wordpress.com/2014/07/14/new-power-bi-features-shown-at-wpc/
http://cwebbbi.wordpress.com/2014/05/11/more-thoughts-on-the-new-power-bi-
features/http://cwebbbi.wordpress.com/2014/05/11/more-thoughts-on-the-new-power-bi-
features/
http://cwebbbi.wordpress.com/2014/05/08/power-bi-announcements-at-the-pass-
ba-conference/http://cwebbbi.wordpress.com/2014/05/08/power-bi-announcements-at-the-pass-
ba-conference/ WPC Demo (requires Windows Live ID sign-on - Power
BI starts around 20 minute mark)WPC Demo (requires Windows Live ID
sign-on - Power BI starts around 20 minute mark) Rundown of new
features: New KPI/Dashboard Editor (possible replacement for
PerformancePoint Services) Support for new data visualizations
Support for SSRS Reports, which can point back to on-premises data
sources (HUGE!!!) Data Sources for SalesForce, MS Dynamics,
Facebook, Google Analytics, Twitter Intro to Power BI for Office
36545 TOC
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13: Power BI Future Enhancements/Reading Intro to Power BI for
Office 36546 Power BI Site in the cloud Local SSRS project Deploy
project to Power BI site Company on-premises database Secured Data
Gateway, so cloud reports can access on-premises data Users access
reports in Power BI Dashboards Follow the blog of Chris Webb for
details http://cwebbbi.wordpress.com/ TOC