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Power BI – Roundtrip in one Day Wolfgang Strasser at SQL Sat Slovenia 2017 1 Round Trip in one Day 8. December 2017 Wolfgang Strasser [email protected] twitter.com/wstrasser http://workingondata.wordpress.com/powerbiprecon About me – Wolfgang Strasser Consultant Software, Business Intelligence and DWH SQL Server, SSIS, Power BI, … SQL Pass Austria SQLSaturday Vienna Organizer @wstrasser [email protected] workingondata.wordpress.com Save The Date: 2018-01-19! It‘s actually a Friday!

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Page 1: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 1

Round Trip in one Day

8. December 2017Wolfgang Strasser

[email protected]

twitter.com/wstrasser

http://workingondata.wordpress.com/powerbiprecon

About me – Wolfgang Strasser

ConsultantSoftware, Business Intelligence and DWH

SQL Server, SSIS, Power BI, …

SQL Pass Austria

SQLSaturday Vienna Organizer

@[email protected]

Save The Date: 2018-01-19!It‘s actually a Friday!

Page 2: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 2

General Set-Up

Open WorkshopPlease ask questions immediately!

Discussions, best practices, ..

Samples, Links,….

https://workingondata.wordpress.com/powerbiprecon

Start: 09:00

Lunch: ??:?? - ??:??

End: 17:00

Breaks: if needed

Let‘s start with some history..

Page 3: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 3

Evolution of Business Intelligence

Everyone

Analyst to end user

IT to end user

2nd waveSelf-service BI

1st waveTechnical BI

3rd waveEnd user BI

Wave 1: Technical BI

• IT builds Data Ware House + Reports

• If you need a report, you‘ll have to ask IT

• You‘ll never know what you get as a result..

• Different mindset / approach to data

Page 4: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 4

Wave 2: Self-Service BI

• End-Users are the main drivers / influencers• They need to analyze the data

• They know the data

• They know the exceptions (in the data)

• Solutions are built around Excel

http://searchcrm.techtarget.com/news/1081869/Microsoft-Excel-The-king-of-BI

http://www.powerpivotpro.com/2015/06/no-more-apologies-excel-is-the-worlds-best-data-tool-period/

Wave 3: End-User BI

• Give the numbers/tools to everyone

• Work with your data with the tool you like

Page 5: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 5

Power BI for Office 365 Power Query

Power Pivot

Power View

Power Map

Excel Add-Ins

SharePoint

Power BI für Office 365

Challenges with Power BI for Office 365

• Sharepoint as Pre-Requisite• IT / Infrastructure team is needed

• Either on-premises or in the cloud• Sharepoint vs SharePoint Online

• „name overflow“… everything is Power!

• Power View requires Silverlight• End of life: 2021

• Frequent updates but different release cycles

• Mobile / Table experience missing

Page 6: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 6

Overall challenges

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

And Microsoft proposed an answer…

Page 7: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 7

Power BI v2

https://powerbi.microsoft.com/en-us/blog/power-bi-is-generally-available-today/

Page 8: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 8

Power BI Architecture

https://powerbi.microsoft.com/en-us/what-is-power-bi/

Power BI Architecture

Page 9: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 9

Power BI Overview

Data sources Power BI service

SaaS solutionse.g. Marketo, Salesforce, GitHub, Google analytics

On-premises datae.g. Analysis Services

Custom content packsCorporate data sources or external data services

Azure servicesAzure SQL, Stream Analytics…

Excel filesWorkbook data / data models

Power BI Desktop filesData from files, databases, Azure, and other sources

Data refresh

Visualizations

Live dashboards

Content packs Sharing & collaborationNatural language query

Reports

Datasets0100110101

Power BI is different… .. compared to other Microsoft products

• .. because it‘s developed in an agile way• Monthly updates for Power BI Desktop

• (Almost) weekly updates for Power BI service

• Monthly updates for Mobile Apps, Excel Add In

• .. because Power BI team is listening to users‘ need

• .. because it has a great community

Page 10: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 10

Let‘s start and see it in action..

Sign up for powerbi.com

Page 11: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 11

Sign Up

Needs to be a „Work“ or „School“ account (AAD)

1. Navigation bar

2. Dashboard tiles

3. Q&A

4. Dashboard actions

5. Menu (settings, help, download,..)

6. Office 365 applauncher

7. Power BI Home

Page 12: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 12

Navigation - Overview

Navigation - Actions

Dashboards Reports Datasets

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Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 13

PowerBI.com - DEMOFirst Analysis in powerbi.com

General overview

Dataset / Report / Dashboard

Page 14: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 14

Dataset

DATASET something that you import or connect to.

• One Dataset can be used in multiple reports / dashboards

• Get Data – starts exploration

Dataset – Get Data

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Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 15

Report

• REPORT one or more pages of visualizations (charts, graphs, images)

• Created in powerbi.com / Power BI Desktop / shared by colleague

• One report – parts of it in multiple dashboards

• Source = one single dataset

Dashboard

• DASHBOARD = starting point for your information

• Contains zero or more tiles and widgets

• Tiles from reports are pinned

• One dashboard – visualizations from different datasets

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Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 16

Dashboard Tiles

• Data-Based• Pin

• Real-Time Data

• StandaloneTilesTiles

Report TileReport Tile

Direct or live connection

Direct or live connection

Cloud ModelCloud Model

SSRSSSRS

Excel TilesExcel Tiles

Excel Charts and visuals

Excel Charts and visuals

Excel rangesExcel ranges

Q&A and InsightsQ&A and Insights

WidgetsWidgets

TextText

Videos & ImagesVideos & Images

WebWeb

Real-time streamingReal-time streaming

https://techcommunity.microsoft.com/t5/Microsoft-Ignite-Content/BRK3128-Probe-Microsoft-Power-BI-for-Enterprise/td-p/10649

Dashboard – Pin Tiles

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Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 17

PowerBI.com - DEMODashboards in Action

Dashboard Actions

• View Insights

• Manage Alerts

• Dashboard Actions

• Subscriptions

• Dashboard Sharing

Page 18: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 18

Notification Center

powerbi.com

Page 19: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 19

Power BI Ecosystem

Power BI Desktop

Page 20: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

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Power BI Desktop

• Windows application (32 & 64 bit) + Windows Store! • Monthly releases

• Dedicated BI workflow• data connectivity• Preparation• modeling• report authoring

Download from: https://powerbi.microsoft.com/en-us/desktop/Store App: http://aka.ms/pbidesktopstore

https://workingondata.wordpress.com/2017/10/09/some-questions-and-answers-around-the-power-bi-desktop-store-app/

Report View

Data View

Relationship View

Page 21: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 21

Data Sources

October 2017 Release

Page 22: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 22

Page 23: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 23

Power BI Desktop - DEMOExcel File & Simple Model

Import versus DirectQuery

Page 24: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 24

Import

• Data is imported into pbix file

• Compression

• You need to refresh data every time you want up-to-date information!

Page 25: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

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Power BI Desktop - DEMOImport versus Direct Query

Direct Query - Facts

• Data is read every time the user accesses a report

• Model in Power BI (relational database; NOT SSAS)

• Only one data source

• Performance!!

• If you want to add other sources – switch to import mode

Page 26: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 26

Direct Query – Query Reduction Options

• Minimize Round-Trips

• Explicit “Apply” selection

https://workingondata.wordpress.com/2017/11/08/power-bi-desktop-query-reduction-for-direct-query-models/

Power BI DesktopData Flow

“How to develop a PBI Desktop Report”

Page 27: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 27

Power BI Desktop Data Flow

(Prep data for Data Model)

Close & Apply

Basic Data Modeling

Fact Table

Dim Tables Dim Tables

Rel

atio

nsh

ips

Rel

atio

nsh

ips

Star Schema

Page 28: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 28

Phases in building a Power BI Desktop File

Get Data

Page 29: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

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Query Editor

Power BI Desktop - DEMOGet Data & Query Editor

Page 30: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 30

Behind the scenes: The language M

https://msdn.microsoft.com/en-us/library/mt211003.aspx

Data Types versus Data Formats

Set Data Types in Query Editor

Set Data Formats in Data Model

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Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 31

Query Folding

• Push transformations back to source

• Performance impact (i.e. import fewer rows)

• Not all kind of data sources support query folding

https://www.mssqltips.com/sqlservertip/3635/query-folding-in-power-query-to-improve-performance/https://devinknightsql.com/2016/07/03/power-bi-checking-query-folding-with-view-native-query/

Column by Example

Page 32: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

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Model Creation & Enhancement

Manage Relationships

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Power BI Desktop - DEMORelationships

Hierarchies

Enhance the Data Model

Hierarchies

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Enhance the Data Model

• Data Formats

• Column Properties

• Sort by Column

Power BI Desktop - DEMOModel Enhancements

Hierarchies, Properties, Formats…

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Calculated Columns versus Measures

Calculated Columns

Add additional information PER row into your data tables

Calculated Columns either in DAX or “Custom Column” in Query Editor

Tip: Use TableName[CaculatedColumnName] for reference

RELATE to other columns in other tables with RELATED() function

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Measures – The easy Way

Implicit Measures – Default Summarization

you do not need to learn DAX

Quick Measures

Use DAX formulas prepared by others..

Measures

• Definition using DAX • ~similar to Excel formulas BUT ..

• [Total Sales] = SUM(Sales[Sales Amount])

• Bound to Home Table

Page 37: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

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Measures

• Reuse Measures[Profit] = SUM(Sales[Sales Amount]) – SUM(Sales[Costs])

prefer:

[Profit] = [Total Sales] – [Total Costs]

[Profit Margin %] = [Profit] / [Total Sales]

• Or with error handling

[Profit Margin %] = DIVIDE([Profit], [Total Sales])

Measures - CALCULATE

• CALCULATE(Expression, [Filter 1], [Filter 2], …)

• Expression ~ Measure

• Filters are applied and Expression is evaluated under “Filter Context”

• Add Filter [Desktop Sales] = CALCULATE([Total Sales], CampaignDim[Device] = "Desktop")

• Ignore Filter [Total Sales All Geo] = CALCULATE([Total Sales], ALL(GeographyDim))

• Update Filter [2014 Sales] = CALCULATE([Total Sales], DateDim[Year] = 2014)

Page 38: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

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DAX – Time Intelligence

[Sales YTD] = CALCULATE([Total Sales], DATESYTD(DateDim[Date])

DATESQTD

NEXTMONTH, NEXTYEAR

PREVIOUSMONTH, PREVIOUSYEAR

SAMEPERIODLASTYEAR

PARALLELPERIOD

And many more

https://msdn.microsoft.com/en-us/library/ee634763.aspx

Desktop – Quick measures

• Use DAX “templates”

• Define it with wizard

• Learn DAX

Page 39: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

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Power BI Desktop - DEMOCalculated Columns, Measures, DAX, ..

Visual Building / Reporting

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Reporting

Data ModelVisual ConfigurationReport Pane

Visuals Configuration

Select Visual Configure Source Configure Visual Add Analytics

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Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 41

Power BI Desktop - DEMOPrepare our first report

Filters

Visual Level Filters

Page Level Filters

Report Level Filters

(Drillthrough) Filters

Basic or Advanced Filtering

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Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 42

Built-in Visuals Custom Visuals

Do not forget Preview visuals!

https://store.office.com/appshome.aspx?productgroup=PowerBI

Which Visual?

https://www.sqlbi.com/ref/power-bi-visuals-reference/

Page 43: Round Trip in one Day 8. December2017 - WordPress.com · Round Trip in one Day 8. December2017 Wolfgang Strasser wolfgang@powerofbi.at ... Power BI for Office 365 Power Query Power

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Reporting Actions

Power BI Ecosystem

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Publish the PBIX to powerbi.com

Sign-in with AAD User

Select the destination

Publish

Power BI Desktop - DEMOPublish our Report

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Reporting beyond the Basics

Reporting Hints

• Visual Interactions

• Phone View

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Visual Actions

• Export Data

• See Data

• Spotlight

Bookmarking / Selection Pane

• Pre-Configure your set of visuals, filters and store it for future use• Page

• Filters

• Slicers

• Sort order

• Drill location

• Visibility

• Focus or spotlight modes

https://docs.microsoft.com/en-us/power-bi/desktop-bookmarks

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Report ThemesBring (the right) colors to your reports

https://community.powerbi.com/t5/Themes-Gallery/bd-p/ThemesGallery

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Report Themes – How?

JSON file

Defaults for colors

Defaults for visual styles

https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-report-themes

Data Stories / Show Cases

https://powerbi.microsoft.com/en-us/blog/tag/data-storytelling/

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Power BI and Visio

https://powerbi.microsoft.com/en-us/blog/visio-custom-visual-is-now-in-public-preview-and-available-in-the-store/

AI in your BI

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Power BI Desktop - Templates

• Combine data model / connections / reports in a template

Power BI Reporting – Best Practices

• https://powerbi.microsoft.com/en-us/documentation/powerbi-service-visualization-best-practices/

• https://docs.microsoft.com/en-us/power-bi/service-dashboards-design-tips

• Power BI Visualization Best Practices by Maro Russo• https://www.youtube.com/watch?v=-tdkUYrzrio

• How to design Visually Stunning Reports in Power BI• https://www.youtube.com/watch?v=rS8xmkoasQU

• Take Power BI Visualization to the next Level (Reza Rad)• https://www.youtube.com/watch?v=_tYs7SDQikE

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Security / Compliance

Power BI & Security

• Data Location• On-Premises

• Cloud

• Public

• Data Access• Sharing

• Row-Level Security

• Azure Active Directory Accounts as foundation

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Power BI - BI Data Models

Cloud ModelsDataset metadata and data stored in Power BI

Imported

Streaming

External ModelsDataset metadata stored in Power BI

Data stored externallyPBI Desktop with Live Connection to SSAS (On-Premises or Azure)

PBI Desktop with Direct Query to Source Data (On-Premises or Azure)

Data Security

Live Connections (SSAS)Can use roles from source (User Mapping!)

Can apply row or cell level security

Row-Level SecurityWorks on imported or Direct Query Models

Restricts data for users to only see certain rows

Can be used in App Workspaces / Apps

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Row Level Security (RLS)

Data Security - Row Level Security (RLS)

Filter rows in your dataset based on filter-rule and role-membership

RLSRLS

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Example – Dataset without filter

Row Level Security in Power BI Desktop

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Power BI Desktop - DEMORow Level Security

Row Level Security - Definition

• Rolename

• Table + Filter (DAX Expression)

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Row Level Security – Testing (in Power BI Desktop)

Row Level Security – Add role members (powerbi.com)

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Row Level Security – Testing (powerbi.com)

Dynamic Row Level Security

• Take userinformation into account..• DAX function USERNAME()

• PBI Desktop: DOMAIN\User• Powerbi.com: User Principal Name (UPN) ~ looks like email address

• Think about ..• .. a table containing all valid users• .. apply filter rule on user table• .. Users only see their data-rows

• Blog post: Reza Rad - http://radacad.com/dynamic-row-level-security-with-power-bi-made-simple

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Compliance

Power BI Compliance

https://www.microsoft.com/en-us/trustcenter/compliance/complianceofferings

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Collaboration

Collaboration

• How to collaborate

• Groups / Sharing

• Reports and Dashboards for other users

• App Workspaces

• Publish to Web

• Printing

• Mobile Power BI PRO is required!

https://powerbi.microsoft.com/en-us/documentation/powerbi-service-how-should-i-share-my-dashboard/

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Workspaces

• Bring together people and information

• Based on groups in Office 365

• Creator = admin

• Add / delete members

• Make members to admin

• Admins

• .. Can create, update and delete dashboards, reports and other content of the group

My Workspace

Dashboards

Reports

Datasets

Content packs

App Workspaces

Co-owned Dashboards

Co-owned Reports

Co-owned Datasets

Co-owned Content

packs

https://techcommunity.microsoft.com/t5/Microsoft-Ignite-Content/BRK3128-Probe-Microsoft-Power-BI-for-Enterprise/td-p/10649

App Workspaces

https://powerbi.microsoft.com/en-us/documentation/powerbi-service-how-should-i-share-my-dashboard/

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“My Workspace” versus “App Workspaces”

• My Workspace • only for myself

• No sharing of content in My Workspace

• App Workspace• Content Sharing

• Foundation for

New: Share to external guest users (2017-11)

• Based on Azure Active Directory B2B collaboration

• Licensing• Power BI Premium

• Assign Power BI PRO to external guest

• External guest brings own Power BI PRO

https://powerbi.microsoft.com/en-us/blog/power-bi-expands-access-to-intelligence-for-

external-guest-users/

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PowerBI.com - DEMOCollaboration

Apps

• Created from App Workspace

• Distribute to Large Audience

• Read-Only

• Can contain multiple Dashboards / Reports / Datasets

• Changes published by admin / members apply to all recipients

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Dashboard Sharing

• Recipients receive E-Mail

• Read-only

• Shares the underlying reports

• Changes by the owner apply to all recipients

• Can be shared outside the organization

• Sharing can be revoked

Static Distribution• Printing

• Publish to Web

• Alerts (define Data Alerts) -> Mail

• Export to Powerpoint

• Email subscription

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PowerBI.com - DEMOStatic Distribution Methods

Printing, Alerts, PowerPoint Export, Subscriptions, Publish to Web

Q & A

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“Talk” with your Data Model

PowerBI.com - DEMOQ & A

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Enhance the Q&A Model

Enhance Q&A appearance

https://workingondata.wordpress.com/2017/11/12/power-bi-qa-visual-enhancements/

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Let’s get Mobile

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Mobile Experience

• Major platforms (iOS, Android, W10)• Monthly releases

• Report / Dashboard consumption• No authoring!

• Scanner (QR)

• Q&A Bot

• Connect to SSRS / Power BI Report Server

Power BI Mobile - DEMOYOUR data on ANY device

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On-Premises Data&

Power BIGateway

Architectures

On-premises data gateway

• In the beginning we had..• Personal

• Enterprise Gateway

• (Analysis Services Gateway)

Now there is onlyOn-premises data Gateway

One Gateway for Power BI, Logic Apps and Microsoft Flow

https://powerbi.microsoft.com/en-us/documentation/powerbi-gateway-onprem/

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Personal vs On-premises Data Gateway

Personal Gateway On-premises data gateway (was: Enterprise gateway)

Target Persona

Business analyst sets up and uses the gateway for her data sources

• BI Admins set up the gateway for their department/ company

• Multiple users use the gateway setup by the admins

Usage Directly by analysts BI Admin

Features Import with scheduled refresh Direct query and scheduled refresh

Data source connections managed per user

Central data source mgmt. and access control

No central monitoring/control Central monitoring and control

Services supported

Power BI Power BI, PowerApps, Microsoft Flow, and Azure Logic Apps

On-premises data gateway - Architecture

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On-Premises Gateway

powerbi.comOn-premises

Data GatewayOn-premises Data Source

Direct QueryScheduled Refresh

Data Gateway - DEMOCollaboration

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On-premises data gateway – Installation 1

• 64 bit only

• On-premises data gateway• Multiple users can share and reuse gateway

• Power BI, PowerApps, Flow or Logic Apps

• Power BI (scheduled refresh + DirectQuery)

• Personal• Only Power BI (scheduled and manual refresh)

https://powerbi.microsoft.com/en-us/documentation/powerbi-gateway-onprem/https://powerbi.microsoft.com/en-us/gateway/

Personal vs On-premises data gateway

https://powerbi.microsoft.com/en-us/gateway/

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Gateway Configuration

1 gateway list

2 status

3 details

4 configure admins

Gateway Configuration - Administrators

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Gateway 1:n datasources

Data Source Configuration

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Test Report

Different Ways of Connecting On-Premises Data

Different architectures – see ebook (Chapter 8)

https://blogs.msdn.microsoft.com/microsoft_press/2016/06/16/free-ebook-introducing-microsoft-power-bi/

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On-premises SSAS and Security: User Mapping

• User Principal Name (UPN) versus Power BI Login• [email protected] versus [email protected]

• Map usernames for On-premises SSAS data sources

https://powerbi.microsoft.com/en-us/documentation/powerbi-gateway-enterprise-manage-ssas/#map-user-names

Data Refresh

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Why is a refresh needed?

• Import-Mode • You need current data

• Either..• ..refresh in Power BI Desktop & Publish report with data

• ..refresh in powerbi.com

Data Refresh – Some Points

Where is your data

stored?

Cloud

On-premises

How do you connect?

Import data

Direct Query

How do you refresh?

On-premises data gateway

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Data Refresh – PBI Desktop

• Open pbix-file

• Refresh

• Data in pbix is now up-to-date

• Publish updated pbix

Is this the way you want to do it? lazy people do it the other way..

Data Refresh – Automated (in powerbi.com)

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Dataset Data Refresh - Configuration

Data Refresh History

• Settings – Datasets

• Datasets – Schedule Refresh

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Data Refresh

• New data for reports

• Automation, Refresh History

• Onedrive, SQL Database

• Refresh in Powerbi.com

• Import (Refresh) in Power BI Desktop

powerbi.com - DEMOData Refresh

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Administration

Power BI Administration

https://powerbi.microsoft.com/en-us/documentation/powerbi-admin-administering-power-bi-in-your-organization/

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powerbi.com - DEMOAdmin Portal

https://app.powerbi.com/admin-portal

Power BI Settings

• General• Language, Developer support

• Dashboards• Q&A, Tile Flow

• Datasets • Refreshing, Gateway

• Workbooks

• Alerts

• Subscription

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Administration

https://app.powerbi.com/admin-portal

Office 365 – Global Admin OR Power BI Admin role

Admin Portal – Users & Audit Log

https://portal.office.com/AdminPortal https://protection.office.com/#/unifiedauditlog

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Administration – Tenant Settings

Excel and Power BI

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Excel and Power BI – Best Friends!?

• Excel Power Pivot versus Power BI

• Analyze in Excel

• Pin to Power BI – Power BI Publisher

https://powerbi.microsoft.com/en-us/downloads/

Import Excel Workbook in Power BI Desktop

https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-import-excel-workbooks/

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Analyze in Excel

https://powerbi.microsoft.com/en-us/documentation/powerbi-service-analyze-in-excel/

Analyze in Excel

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powerbi.com - DEMOAnalyze in Excel

Analyze in Excel – What can happen?

• No Measures in Datamodel

• You need the current libraries (driver)

• Forbidden Error – no access to dataset

https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-troubleshooting-analyze-in-excel/

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Power BI Publisher for Excel

• Add-in for Excel 2007+

• Initial: • Pin Excel-Parts to Power BI Dashboards

• Now with..• … Connect to Data

https://powerbi.microsoft.com/en-us/excel-dashboard-publisher/

Excel – Power BI Publisher -DEMO

Excel and Power BI – Better Together!

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Power BI Publisher

• Pin Manager

• Overview of pinned items

• Image only!

• Update from client side

Power BI Publisher for ExcelConnect to Data

https://powerbi.microsoft.com/en-us/documentation/powerbi-publisher-for-excel/

• Shared Data

• Measures!

• Free vs. PRO

!

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Power BI Licensing

?FREE and/or PRO?

As of 2017-11

https://powerbi.microsoft.com/en-us/pricing/

Tenants can have a mix of users with Power BI (free) and Power BI Pro licenses

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https://powerbi.microsoft.com/en-us/documentation/powerbi-free-vs-pro/

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Power BI Portfolio

Premium?

No per-user license (for readers)

Dedicated HW, Scaling!

Power BI Report Server (PBIRS)

Embed Power BI in your applications

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Premium - Costs

Premium Node(s)

+

PRO User for every report publisher

https://aka.ms/pbipremiumwhitepaperhttps://powerbi.microsoft.com/en-us/calculator/

Power BI for Developers

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Power BI for Developers

• Power BI REST API

• Power BI Real Time

• Power BI Embedded

• Custom Visuals

https://powerbi.microsoft.com/en-us/documentation/powerbi-developer-overview-of-power-bi-rest-api/

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Register Client App

https://dev.powerbi.com/apps

Power BI REST API

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Power BI REST API

REST, JSON, Azure Active Directory, OAuth2

/Dashboards

/DataSets

/Reports

/Imports

/Groups

https://api.powerbi.com/v1.0/myorg

https://api.powerbi.com/beta/myorg

/Gateways

https://msdn.microsoft.com/en-us/library/dn877544.aspx

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docs.powerbi.apiary.io

http://docs.powerbi.apiary.io/

Create Dataset / Table

{"name": "Band2APIValues„, "tables" : [

{"name" : "Band2APIValues", "columns":[

{ "name" : "Time" , "dataType" : "Datetime" }, { "name" : "Wert" , "dataType" : "Double" }, { "name" : "Wert2" , "dataType" : "Double" }

]}

] }

Parameters (JSON)

Request

https://msdn.microsoft.com/en-us/library/mt203562.aspx

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Add rows to table

{"rows": [ {

"Time": "2016-04-23T18:25:43.511Z","Wert": "69"

}]

}

{dataset_id} {table_name}

Parameters (JSON)

Request

https://msdn.microsoft.com/en-us/library/mt203561.aspx

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Power BI API Explorer

Power BI REST API - DEMOapiary

Push to Dataset

Embedding

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Custom Visuals

If pre-shipped visuals are not enough…

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Custo

m Visu

als Ga

llery http://visuals.powerbi.com

Power BI Custom Visuals -DEMO

Store, usage

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Custom Visuals.. How to start?

• https://powerbi.microsoft.com/en-us/custom-visuals/

• Github: https://github.com/Microsoft/PowerBI-visuals

• https://powerbi.microsoft.com/en-us/documentation/powerbi-custom-visuals/

• D3.js https://d3js.org/

• Blogs & Tutorials • http://okviz.com/blog/

• …

Embed Power BI artefacts

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Embedding with Power BI

• Embedding for your organization• Extend Power BI service• Users need to sign in• Examples: internal web applications, SharePoint Online, Microsoft Teams, ..

• Embedding for your customers• Embed dashboards and reports • For Users NOT having a Power BI account• At least one Power BI account is needed (~ proxy for PBI access)• Examples: ISV embedding PBI content in application

https://powerbi.microsoft.com/en-us/documentation/powerbi-developer-embedding/https://azurewebsiteexperience.azurewebsites.net

How to get it?

https://azure.microsoft.com/en-us/pricing/details/power-bi-embedded/https://powerbi.microsoft.com/en-us/power-bi-embedded/

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Power BI On-PremisesPower BI Report Server (PBIRS)

https://blogs.technet.microsoft.com/dataplatforminsider/2015/10/29/microsoft-business-intelligence-our-reporting-roadmap/

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Types of Reports

Power BI

Interactive Reports

Excel

Spreadsheet

Report Builder / VS

Paginated Reports

Mobile Reports

Mobile Reports

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https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/7948020-powerbi-reports-and-dashboard-on-premise-hosting

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Introducing Power BI Report Server (PBIRS)

https://blogs.msdn.microsoft.com/sqlrsteamblog/tag/power-bi-report-server/

What is it? Power BI Report Server (PBIRS)

https://powerbi.microsoft.com/report-server/

Move to the cloud on your terms

Includes all SSRS functionality

Keep Power BI reports on-premises

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Includes all SSRS functionality

Consume in multiple ways

Benefit from an enterprise-ready solution

Publish SSRS reports

Modern Lifecycle PolicyYear 1 Year 2

Security & Critical

UpdatesSecurity Updates (Only)

Security & Critical

UpdatesSecurity Updates (Only)

Security & Critical

UpdatesSecurity Updates (Only)

Release 1

Release 2

Release 3

Support EndsNew Release

Frequent releases(planning ~3/4 per year)

Security & critical updates until next release

Security updates continue for remainder of 12 months

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Faster cadence

• June 2017 – Power BI Report Server (PBIRS) GA• Analysis Services models (Live connection)• No import models• NO other sources

• August 2017 – Preview • Excel workbook viewing• Embedded Datasets

• October 2017 – PBIRS Release• Import Data models• (virtually) any Data source• Scheduled Refresh• Direct Query• Public REST API• SharePoint Webpart (RDL reports)

What do you need.. ..to install? ..to develop?

• Power BI Report Server (PBIRS)

• Power BI Desktop optimized for PBIRS

• And that’s it..

• Develop your PBI Reports in PBI Desktop

• Publish it to PBIRS

• Configure scheduled refresh (if needed)

• Set permissions for reports

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Compare reporting optionsSQL Server Reporting Services

Power BI Report Server

Power BI Service

Deployment On-premises On-premises Cloud

Power BI reports

Real-time Power BI Dashboards

Content packs

Q&A

Quick Insight

Built-in embedded analytics services

Paginated reports

Mobile BI

Lifecycle Fixed Lifecycle Policy Modern Lifecycle Policy Fully Managed Service

Which tool for what?

PaginatedReports

Interactive Reports

(Power BI)

Mobile Reports

Excel

Standard Reports / Lists Pixel Perfect Reports Self-Service BI Mobile Reports Export in Excel / PowerPoint

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What do you need.. ..to install? ..to develop?

• Power BI Report Server (PBIRS)

• Power BI Desktop optimized for PBIRS

• And that’s it..

• Develop your PBI Reports in PBI Desktop

• Publish it to PBIRS

• Configure scheduled refresh (if needed)

• Set permissions for reports

What do you need? Licensing…

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Cloud and On-Premises Parity

Model Analyze & Author Deliver Consume

POWER BI GATEWAY

Power BI Report Server -DEMO

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https://commons.wikimedia.org/wiki/File%3AInformationOverload.jpg

Where do I get all the information?

• Power BI blog https://powerbi.microsoft.com/en-us/blog/• Monthly updates, videos, how-to, webcasts• https://www.youtube.com/user/mspowerbi/videos

• GuyInACube (Adam Saxton)• https://www.youtube.com/channel/UCFp1vaKzpfvoGai0vE5VJ0w• https://guyinacube.com/

• Reza Rad: Online Book – “Power BI from Rookie to Rockstar”• http://radacad.com/online-book-power-bi-from-rookie-to-rockstar

• …• http://workingondata.wordpress.com

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Additional Links

• Power BI Security information & Download of Security Whitepaper• https://powerbi.microsoft.com/en-us/documentation/powerbi-admin-power-

bi-security/

• Power BI Webinars• https://docs.microsoft.com/en-us/power-bi/webinars

• Power BI Videos• https://docs.microsoft.com/en-us/power-bi/videos

• Power BI Whitepapers• https://docs.microsoft.com/en-us/power-bi/whitepapers

Additional Links

• DAX Best Practices (Marco Russo @ Pass Summit 2017)• https://www.sqlbi.com/tv/dax-best-practices/

• Power BI Visuals – Overview• https://www.sqlbi.com/ref/power-bi-visuals-reference/