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Self-Service Data Integration with Power Query Stéphane Fréchette

Self-Service Data Integration with Power Query - SQLSaturday #364 Boston

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Self-Service Data Integration with

Power Query

Stéphane Fréchette

Who am I?

My name is Stéphane Fréchette

SQL Server MVP | Data & Business Intelligence Solutions Architect | Consultant | Speaker | Big Data | NoSQL | Data Science. Drums, good food and fine wine.

Founder @TEDxGatineau

I have a passion for architecting, designing and building solutions that matter.

Twitter: @sfrechette

Blog: stephanefrechette.com

Email: [email protected]

SQLSaturday Boston #364

Topics

What is Power Query?

Who should use Power Query?

Power BI Designer...

Sources, Transformations and Destinations - “ETL”

Power Query Formula Language (M)

Demos

Resources

Q&A

SQLSaturday Boston #364

Self-Service Data Integration

46% “engaging in self-service tasks”

26% “planning to do so in the

future”

Source: BI Survey 2014 - BARC’s annual survey of over 3,000 business intelligence

professionals

SQLSaturday Boston #364

Challenges with Data Discovery

Exploring, finding and connecting to data is somewhat

difficult

Data often needs to be cleansed and reshaped before

being consumed and analyzed

Any shaping is one-off and sometimes not repeatable

Combining and merging data from multiple sources is

not an easy task

Volume, Velocity, Variety and Variability… (Big Data)

SQLSaturday Boston #364

SQLSaturday Boston #364

Enable self-service data discovery, query, transformation and mashup experiences for

Information Workers, via Excel and PowerPivot

Discovery and connectivity to a wide range of data sources, spanning volume as well as variety of data.

Highly interactive and intuitive experience for rapidly and iteratively building queries over any data source, any size.

Consistency of experience, and parity of query capabilities over all data sources.

Joins across different data sources; ability to create custom views over data that can then be shared with team/department.

What is Power Query?

SQLSaturday Boston #364

What is Power Query?

Discover, combine, and refine Big Data, small data, and

any data!

An Excel add-in for Excel 2010 and Excel 2013

Identify and import external data

Discover relevant data by using search

Combine and transform multiple data sources

Power Query Language M

SQLSaturday Boston #364

Who should use Power Query?

Data Wranglers

Harmonizes and rationalizes data

Brings together and creates meaning out of data

Data Stewards

Ensures data standards and cohesion

Develops and enforces policies

Power Analysts

Develops dashboards and interactive reports

Uses data models

Collaborative Users

Adds perspective based on their business knowledge

Everyone

should use it!

SQLSaturday Boston #364

Power Query

Connectors (Data Sources)

Transformations (GUI)

Power Query Formula Language (M)

Saving and Sharing Queries

SQLSaturday Boston #364

Data Sources

Windows Azure

Marketplace

Azure SQL

Database

Azure HDInsight

SQLSaturday Boston #364

Transformations

SQLSaturday Boston #364

Power Query Formula Language (M)

Informally known as “M”

Functional Language similar to F#

A superset of the Excel formula

language

Flexible, can be invoke dynamically

Familiar, easy to remember Note to self: case sensitive

SQLSaturday Boston #364

Saving and Sharing Queries

Share Queries and Functions

Requires Office 365 and Power BI

Accessible through “Online Search”

Query copied and executed locally

No server-side execution

Data Steward

Monitor usage

Certify queries

Evangelize

SQLSaturday Boston #364

Demo[Wrangling some data… and more!]

SQLSaturday Boston #364

Enabling, Supporting Self-Service

From Corporate to Self-Service BI, providing data;

Use Views

Use Natural (Business) Keys

Data Warehouse, Data Marts and OLTP… expose them!

Keep complex transforms centralized, self-service for simple ones

Metadata Repository

Classify Sources

Data Stewards

SQLSaturday Boston #364

Power Query vs. SSIS

SQL Server Integration Services

To industrialize data integration, focusing on

development and scalability

Developer

Visual IDE – Source Control

Extensibility

Fine tuning

Automation

Power Query

To help end users create and share easily “self-service ETL”

Business User

• Document centric

• Exploration

• Real-time, WYSYWYG

• Easy to learn

• Collaborative

SQLSaturday Boston #364

Oh, But Wait… There’s More!

What is Power BI Designer?

A stand-alone tool providing rich data transformation and

visual analytics in a unified, seamless experience

Currently in Preview - Free download

Connect to all you data

Visual analytics and reports

Transform and clean data

Complete analytics life-cycle

Design once, view everywhere

SQLSaturday Boston #364

Demo[Power BI Designer]

SQLSaturday Boston #364

Summary

Power Query provides users with the ability to extract data that previously seemed impossible without a large IT footprint.

Once extracted, Power Query can easily manipulate data through many simple transformation commands that can be done with ease.

Gives us the ability to get new data sources into a familiar environment where we can further analyze and create beautiful data visualization.

SQLSaturday Boston #364

Resources

[Download] Microsoft Power Query for Excel http://bit.ly/1Ji3SFI

Microsoft Power Query for Excel Help http://bit.ly/1CwEwuA

[Book] Power Query for Power BI and Excel http://bit.ly/1L06nbj

Microsoft Power BI http://bit.ly/1lhVKdk

Power BI Preview http://bit.ly/1zWwAFS

Channel 9 (Power Query) http://bit.ly/1Ji5Y8G

Faster Insights to Data with Power BI Jump Start (MVA) http://bit.ly/1ktON16

Chris Webb’s BI Blog http://bit.ly/1vwbfxz

Reza Rad’s Technical Blog http://bit.ly/1EdVuR2

Twitter: @MSPowerBI

SQLSaturday Boston #364

What Questions Do You

Have?

SQLSaturday Boston #364

Thank You

For attending this session

SQLSaturday Boston #364