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Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 1
Round Trip in one Day
8. December 2017Wolfgang Strasser
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
Save The Date: 2018-01-19!It‘s actually a Friday!
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..
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
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
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
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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…
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/
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
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
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
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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
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Navigation - Overview
Navigation - Actions
Dashboards Reports Datasets
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
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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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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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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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PowerBI.com - DEMODashboards in Action
Dashboard Actions
• View Insights
• Manage Alerts
• Dashboard Actions
• Subscriptions
• Dashboard Sharing
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Notification Center
powerbi.com
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Power BI Ecosystem
Power BI Desktop
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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
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Data Sources
October 2017 Release
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Power BI Desktop - DEMOExcel File & Simple Model
Import versus DirectQuery
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Import
• Data is imported into pbix file
• Compression
• You need to refresh data every time you want up-to-date information!
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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
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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”
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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
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Phases in building a Power BI Desktop File
Get Data
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Query Editor
Power BI Desktop - DEMOGet Data & Query Editor
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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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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
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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
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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)
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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
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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 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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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/
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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
Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 51
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
htt
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//p
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Power BI – Roundtrip in one DayWolfgang Strasser at SQL Sat Slovenia 2017 68
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/