Deployment and Best Practices for Power BI for Office 365

Miguel LlopisProgram Manager Power BI Team – Microsoft Corporation

DBI-B213

Session Goals

Understand what Power BI is and what’s possible with it

Learn when and how to use each Power BI component

Build an E2E sample using Power BI: from setting up a new Power BI tenant to creating, sharing, consuming and refreshing a report

Power BI for Office 365An end-to-end Self-Service BI solution delivering just-in-time insights to your organization.

I’m a LOB Manager. To make sound business decisions on behalf of my company and my customers, I need access to a wide variety of information.

“

BI Sites in Office 365: Find insights quickly by using BI sites to view reports, share & collaborate with colleagues. View large workbooks & stay current with data refresh.

Mobile BI: Stay connected with mobile access to your favorite live and interactive reports, from anywhere, on any device.

Power Q&A: Ask questions in natural language and get immediate answers in the form of interactive charts and graphs. I’m an expert in my

business domain. I love creating charts and visualizations to showcase the business in the reports that I author on a regular cadence.

“

Power Query: Discover, import, reshape and combine data to meet your analysis needs. Share queries into the Data Catalog.

Power Pivot: Lightning fast analytics with xVelocity in-memory BI engine technology. Define measures, hierarchies, and KPI’s.

Power View: Bring your data to life with interactive visualization.

Power Map: Explore geospatial data in new ways to discover hidden insights.

I’m a business subject matter expert, sitting in IT or LOB as a liaison between the two. I provision and distribute high-quality data to my business users.

“

IT Pro: Manage your Power BI service, users and data sources. Enable refresh and access to your data sources from the Cloud using a Data Gateway and discoverability from Excel with the Data Catalog.

Data Stewardship: Manage and share your own data views and definitions into your enterprise Data Catalog. Certify and grant access to these queries. Monitor usage.

Scalable | Manageable | Trusted

” ” ”

Getting Started

DemoPower BI Sign Up

I’m an expert in my business domain. I love creating charts and visualizations to showcase the business in the reports that I author on a regular cadence.

“

Power Query: Discover, import, reshape and combine data to meet your analysis needs. Share queries into the Data Catalog.

Power Pivot: Lightning fast analytics with xVelocity in-memory BI engine technology. Define measures, hierarchies, and KPI’s.

Power View: Bring your data to life with interactive visualization.

Power Map: Explore geospatial data in new ways to discover hidden insights.

”

DemoCreating a report in Excel

I’m a business subject matter expert, sitting in IT or LOB as a liaison between the two. I provision and distribute high-quality data to my business users.

“

Data Stewardship: Manage and share your own data views and definitions into your enterprise Data Catalog. Certify and grant access to these queries. Monitor usage.

”

DemoManaging Queries and Data Sources

I’m a LOB Manager. To make sound business decisions on behalf of my company and my customers, I need access to a wide variety of information.

“

BI Sites in Office 365: Find insights quickly by using BI sites to view reports, share & collaborate with colleagues. View larger workbooks & stay current with data refresh.

Mobile BI: Stay connected with mobile access to your favorite live and interactive reports, from anywhere, on any device.

Power Q&A: Ask questions in natural language and get immediate answers in the form of interactive charts and graphs.

”

DemoConsuming a report

I’m a business subject matter expert, sitting in IT or LOB as a liaison between the two. I provision and distribute high-quality data to my business users.

“

IT Pro: Manage your Power BI service, users and data sources. Enable refresh and access to your data sources from the Cloud using a Data Gateway and discoverability from Excel with the Data Catalog.

”

DemoConfiguring Refresh for a Report

Supported Power Query Data Sources for Power BI RefreshSupported Data Sources Supported Authentication Types

SQL Server Windows, BasicOracle Windows, BasicFile (CSV, XML, Text, Excel, Access) Windows

Folder WindowsSharePoint List (Online) Anonymous

SharePoint List (On-prem) Anonymous, Windows

OData Feed Anonymous, Windows, Basic, Key (Data Market)

Azure Marketplace Key (Data Market)Azure HDInsight Key (Azure Account)Azure Blob Storage Key (Azure Account)Azure Table Storage Key (Azure Account)PostgreSQL BasicTeradata Windows, BasicSybase Windows, BasicDB2 Windows, BasicMySQL Windows, BasicSQL Azure BasicQuery that is not accessing data sources

 n/a

Data Source Refresh – Current Data Source Limitations- Not Supported Data Sources: Web, SAP BusinessObjects, Active Directory, HDFS,

Facebook, Exchange and Current Excel Workbook.

- Native Database Queries (custom T-SQL statements) for relational databases are not supported. If you use the PQ Editor to create your query, you’re good to go.

- Dynamically generated data source paths cannot be detected yet. This affects function invocations, data source paths generated via string concatenations, etc.

- Web API key and OAuth2 are not supported yet.

- Previews of new connectors that haven’t become mainstream features yet, such as Salesforce Objects/Reports.

Data Source Refresh – Additional Considerations1. Power Query connection strings from Power Pivot “Existing Connections” dialog are still not

supported. Use Connection String from the Connections dialog in the Excel Data tab.

2. All data sources in a single Power Query connection must be hosted on the same gateway. You may consider adding more instances to the gateway to solve any scalability problems.

3. Since Privacy Level is a required setting for Power Query connections, it is mandatory to specify a value for privacy level and to confirm the credential before trying to refresh a data source.

4. We will apply the following default Privacy Levels:

• For SQL Server and Oracle data sources: Organizational. You can update the privacy level afterwards.

• For anonymous access data sources: Fixed to Public.• For data sources not used in Power Query connections: The value of this setting will not take

effect and it is safe to choose an arbitrary value.

5. Power Query Connectors that require a 3rd party driver (such as Oracle, DB2, etc.) will need to have the same driver configured in the Data Management Gateway instance.

Breakout SessionsDBI-B211: Interactive Data Visualization with Power View

DBI-B327: Microsoft Power Query for Excel: Discover and Refine Your Data

DBI-B212: Connecting SAP ERP and Microsoft BI Platform

DBI-B222: Power BI for Office 365 Overview

DBI-B319: Improving Power Pivot Data Models for Microsoft Power BI

Related content

LabsDBI-IL201: Exploring the Microsoft Office 365 Power BI Site

27 Hands on Labs + 8 Instructor Led Labs in Hall 7

DBI Track resources

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microsoft.com/sqlserver and Amazon Kindle StoreFree online training at Microsoft Virtual Academy

microsoftvirtualacademy.com Try new Azure data services previews!Azure Machine Learning, DocumentDB, and Stream Analytics

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