bring your data to life with microsoft power bi
TRANSCRIPT
Level 200 Deck
David J. Rosenthal
CEO, Atidan
October 15, 2015
Microsoft Technology Center, NYC
Today, BI extends to everyone
Everyone
Analyst to end user
IT to end user
2nd waveSelf-service BI
1st waveTechnical BI
3rd waveEnd user BI
Turning data into business insights is challenging
Common BI challenges include…
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
Feature
• Power BI is a cloud-based business analytics
service that enables
• fast and easy access to your data
• a live 360º view of your business
• data discovery and exploration
• insights from any device
• collaboration across your organization
• anyone to visualize and analyze data
Power BI
Experience your data. Any data, any way, anywhere
Key benefits and differentiators of Power BI
Pre-built dashboards and reports for popular SaaS solutions
Integrated with familiar Microsoft products and utilizes commitment for scale & availability in Azure
Intuitive data exploration using natural language query
Real-time dashboard updates
Fast deployment, hybrid configuration, secure, and integrated with existing IT systems.
Secure, live connection to your data sources, on-premises and in the cloud
Power BI Overview
Data sources Power BI service
SaaS solutionse.g. Marketo, Salesforce, GitHub,
Google analytics
On-premises datae.g. Analysis Services
Organizational 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
Datasets01001
10101
Power BI Overview
Power BI REST APIsPower BI Desktop
Prepare Explore ShareReport
Data sources
SaaS solutionse.g. Marketo, Salesforce, GitHub,
Google analytics
On-premises datae.g. Analysis Services
Organizational 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
Power BI service
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaborationNatural language query
Reports
Datasets01001
10101
Feature Free sign up in seconds
Get started with pre-built content packs for
popular SaaS solutions or for your
organization
Content packs include
o pre-configured dashboards
o reports
o data models
o embedded queries
Create interactive and real-time dashboards
with visualizations
Drill down into underlying reports to uncover
more insights
Automatic data refresh is built-in
Get started quickly
Please refer to this site for up to date list of SaaS partners
Feature
Different ways to build reports
o import data from various data sources
o upload pre-existing reports
o construct interactive reports from scratch
Pin charts from reports to a dashboard with one click
Edit your reports and dig deeper into your data by
o adding and removing fields
o changing visualization types
o creating new visualizations
o adding / deleting visualizations and pages from the
report
Build interactive dashboards from reports
Feature
Visualize data in a variety of ways
Growing number of visualization types
o including donuts, basic area, waterfall, filled
maps, tree maps, funnel, gauges combo charts
and more
Cross-filter across visualizations within a report
to surface new insights
See your data the way you want it
Feature
Access dashboards using native mobile apps for
Windows, iOS and Android
Set favorites for important visualizations
Zoom in and out of a visualization
Annotate visualization and share snapshot with
others
Configure alerts to get notifications on critical
business KPIs
Stay connected from any device
Feature
Type questions in plain language –
Power BI Q&A will provide the answers
Q&A intelligently filters, sorts, aggregates,
groups and displays data based on the key
words in the question
Pin the answers to your dashboard
Set up data models with natural key phrasing
to enable the best results
Ask questions of your data - the way you would ask a person
Feature
Easily share dashboards and reports across your
organization
Sharing can be controlled and enabled by IT using
Office 365 groups
Changes to dashboards automatically sync across all
users
Datasets for dashboards and reports reside in the
group’s workspace.
Collaborate and share dashboards in your organization
Feature
Keep all your data current
Real-time dashboards
o using the Power BI REST API or
o with built-in Azure Stream Analytics integration
Live connectivity
o data is updated as user interacts with dashboard or report
o to existing on-premise sources, e.g. Analysis Services, with
auto-refresh
o to Azure SQL Database with auto-refresh
Automatic or scheduled refreshes
o regardless of where data lives
o SaaS data sources (automatic)
o Schedule refreshes for on-premise data sources with
Personal Gateway
Data refresh architecture
Live query
Popular SaaS Solutions
Live dashboards and reports
Dynamics Marketing
Power BI
SQL Server Analysis Services (SSAS)
Secure Credential Store
Feature
Scheduled refresh with Power BI Personal Gateway
Personal Gateway empowers the business analyst
to securely and easily refresh on-premise data
No help from IT required to setup Personal
Gateway (on local machine) or schedule refreshes
With the Power BI Desktop or Excel and the
Personal Gateway, data from a wide range of on-
premises sources can be imported and kept it up-
to-date
Feature
Data from your organization
o Content published by others in your org
(organizational content packs)
Data from services
o SaaS services that you already use
o Office 365 for Admin reporting
Data from files
o Import data from Excel or Power BI Desktop
Big data and more
o Azure data services, e.g. HDI, ASA, AML etc.
o On-premises data sources, e.g. SSAS
SaaS solutionse.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
OrganizationalCorporate data sources
or external data
services
Azure servicesAzure SQL, Stream
Analytics…
Power BI Desktop
filesData from files,
databases, Azure, and
other sources
Excel files
Built-in connectivity for all your data
Feature
Connect to cloud services you
already use - popular SaaS solutions
Quickly start with solution-specific
content packs which include
o pre-configured dashboards
o reports
o data models
o embedded queries
Explore data with fast data
processing
Automatic data refresh is built-in
SaaS solutionse.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
OrganizationalCorporate data sources
or external data
services
Azure servicesAzure SQL, Stream
Analytics…
Power BI Desktop
filesData from files,
databases, Azure, and
other sources
Excel files
Start discovering business insights right away
Please refer to this site for up to date list of SaaS partners
Feature
Connect live to your existing on-premises
data, including SQL Server Analysis
Services
o You can keep your data on-premises and
enable BI analysts / end users to create
Power BI reports
o Connect to and refresh data securely via
Azure Service Bus (SSL encrypted
connection)
o Service Bus only uses an outbound port, it
does not require an inbound port to be
opened on the on-premises firewall
Live Power BI dashboards and reports
Cloud
On-premises
SQL Server Analysis Services
Live Query
SaaS solutionse.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
OrganizationalCorporate data sources
or external data
services
Azure servicesAzure SQL, Stream
Analytics…
Power BI Desktop
filesData from files,
databases, Azure, and
other sources
Excel files
Connect live to your on-premises data
Feature
Realize the benefits of a SaaS-based BI
solution without moving your data to the
cloud
Everything in the service is encrypted -
Power BI uses HTTPS for all traffic
For on-premise sources, e.g. SSAS, role-
based and row-level data security is applied
Data remains on-premise, only query is
stored in Power BI
Power BI requires valid accounts that meet
the requirements of the specific data source
Please see table for authentication methods
SaaS solutionse.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
OrganizationalCorporate data sources
or external data
services
Azure servicesAzure SQL, Stream
Analytics…
Power BI Desktop
filesData from files,
databases, Azure, and
other sources
Excel files
Keep your data where it is and connect securely
Authentication
method
Select data sources
that use this method
Basic SQL Azure, Marketo, ODATA Feed
Account key Blob store. Table store, HDInsight
OAuthSalesforce, Google Analytics,
ODATA Feed
Marketplace key Azure Marketplace
Anonymous ODATA Feed, Web
Data authentication methods
Feature
Content packs make it easier and faster
for users to explore the data
Content packs include
o pre-built dashboards
o reports
o pre-defined data models
o embedded queries
Package up and share your own
dashboard, reports, and datasets with
your coworkers
Custom connectors can be developed
for your unique data sources
SaaS solutionse.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
OrganizationalCorporate data sources
or external data
services
Azure servicesAzure SQL, Stream
Analytics…
Power BI Desktop
filesData from files,
databases, Azure, and
other sources
Excel files
Get immediate insights into your organization
Your organizational content pack here
Global Sales
Feature
o Azure SQL Database
o Azure SQL Database Auditing
o Azure Stream Analytics
o Azure Machine Learning
o Azure SQL Data Warehouse
SaaS solutionse.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
OrganizationalCorporate data sources
or external data
services
Azure servicesAzure SQL, Stream
Analytics…
Power BI Desktop
filesData from files,
databases, Azure, and
other sources
Excel files
Consume structured/unstructured data using other Azure services
HDInsight
Storage
Event Hubs
Machine Learning
SQL Server
Stream Analytics
Power BI
Feature
Use an Excel workbook (2007-2013) as a
dataset for your dashboards and
reports
Upload Excel workbooks from
o your computer
o OneDrive for Business or Personal
o SharePoint Online
Any changes to a workbook on
OneDrive or SharePoint Online appear
automatically in the dashboards and
reports
Get data and reports from your Power
BI Desktop files
SaaS solutionse.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
OrganizationalCorporate data sources
or external data
services
Azure servicesAzure SQL, Stream
Analytics…
Power BI Desktop
filesData from files,
databases, Azure, and
other sources
Excel files
Connect to your data from files
What is Power BI Desktop ? Create Power BI ContentConnect to data and build reports for Power BI
Feature
Prepare, explore, report and collaborate with Power BI Desktop
• Acquire and prepare data with extensive
query capabilities
• Establish data structure and transform
and analyze data
• Explore data in new ways through a
freeform, drag-and-drop canvas
• Author reports with a broad range of
modern data visualizations
• Publish interactive reports to Power BI
Available as a free, downloadable desktop companion
to the Power BI service, Power BI Desktop is a visual
data exploration and reporting tool
Power BI Desktop
Share &
collaborate
Report
Explore
Prepare
Feature
Use Query functionality to connect to data from a variety of sources beyond
those available from powerbi.com
Navigate data quickly with in-memory processing that optimizes performance
Pare down datasets to only what’s needed by editing queries before data
loading
Data sources available through Power BI Desktop
Share &
collaborate
Report
Explore
Prepare
Consolidate data from a broad range of sources
File Database Azure SaaS Other
• Excel
• CSV
• XML
• Text
• JSON
• Folder
• SQL Server Database
• Access Database
• SQL Server Analysis
Services Database
• Oracle Database
• IBM DB2 Database
• MySQL Database
• PostgreSQL Database
• Sybase Database
• Teradata Database
• Microsoft Azure SQL Database
• Microsoft Azure Marketplace
• Microsoft Azure HDInsight
• Microsoft Azure Blob Storage
• Microsoft Azure Table Storage
• appFigures
• QuickBooks Online
• Zendesk
• GitHub
• Twilio
• SweetIQ
• Web
• SharePoint List
• OData Feed
• Hadoop File (HDFS)
• Active Directory
• Microsoft Exchange
• Dynamics CRM Online
• Google Analytics
• SAP Business Objects BI
Universe
• Salesforce Objects
• Salesforce Reports
• ODBC Query
• ODBC Tables
Power BI Desktop
Feature
• Remove rows or columns
• Change a data type
• Pivot columns and group rows
• Modify a table name
• Identify and fix errors
• Merge or append queries to
combine data from multiple
queries into a single query
Common data-shaping tasks• Transform data to fit your needs
using intuitive UI
o Select data for inclusion
o Cleanse data and remove errors
o Precisely tune the query step
sequence: re-order, add, edit or
delete steps as needed
o Modify data types to support
specific calculation requirements
• Very powerful for advanced
scenarios (M, Mashups)
Share &
collaborate
Report
Explore
Prepare
Shape data into the format and structure you needPower BI Desktop
Feature
Produce rich data models using formulas and relationships
Automatically create a model by importing data
o Desktop detects relationships automatically, categorizes data and applies default summarization
Refine models to enable complex calculations
o Create relationships between tables manually or using the AutoDetect feature
o Adjust relationship type (1:1, many: many, m:1) and cross-filter data for new insights
Define calculations – known as measures – to
generate new fields for use in reports
o Use automatically generated measures, or create custom measures with Data Analysis Expressions (DAX) formulas
Develop advanced analytics using a combination
of measures and relationships
o Uncover correlations, highlight exceptions and understand business outcomes
Apply complex schema and business logic to
create rich, reusable data models
Create and modify relationships
Define and use measures with DAX formulas
Share &
collaborate
Report
Explore
Prepare
Power BI Desktop
Feature
Explore data in a variety of ways
and across multiple visualizations
o Select data elements and sort data
o Filter data and use cross-filter
capabilities
o Drill into and across datasets
o Pivot and slice data
o Change visualization types
Select, transform and mashup
data via a freeform, drag-and-
drop canvas
Share &
collaborate
Report
Explore
Prepare
Explore your data with freeform, drag and drop canvas
Power BI Desktop allows you to explore your data and create
insightful visualizations on a freeform canvas
Power BI Desktop
Feature
Deliver valuable insights with customizable visual reports
• Visualize data and easily author
reports
o Depict data in compelling reports
that tell stories using a range of
interactive visualizations
o Use data from different sources in a
single, consolidated report
• Change colors, format and
customize
o Title, Background Color, Legend,
Data Labels
o New visual color formatting with
fixed and data driven settings
Power BI Desktop allows you to create and customize reports
that tell visually compelling data stories
Share &
collaborate
Report
Explore
Prepare
Power BI Desktop
Feature
Save Power BI Desktop report files and
easily publish them to Power BI
Share as appropriate with other Power
BI users in your organization
Changes to dashboards automatically
sync across all users
Share &
collaborate
Report
Explore
Prepare
Share your reports and visualizations with a broad audience
Import Power BI Desktop file in Power BI service
Publish from Power BI Desktop to Power BI service
Power BI Desktop
Feature
Push data
Integration
Real-
time
{
"name":{String},
"tables":[
...
]
}
Power BI for Developers
0110010100001010
“name”:[string],“columns”:[String]“daType”:[String]
{
"name":{String},
"columns":[
{
"name":{String},
"dataType":{String}
},
Develop exactly what your organization needs
Visuals
Feature
Open APIs for integration
Programmatically access Power BI
resources (datasets, tables)
Use the REST API to push data directly
from your application into Power BI
Uncover real-time insights from devices,
sensors and applications
Azure Active Directory and OAuth 2.0 for
user authentication
IT challenges
Management of BI
systems
Variety of data
sources
Managing data in the
cloud
Integration with
existing environment
Keeping data current
Ease of use and
adoption
Power BI SaaS Service
Power BI User Account
Your Service or Application
Push Data Component
Push Content Component
Datasets Reports Dashboards
{
"name":{String},
"tables":[
...
]
}
Power BI REST APIs
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“name”:[string],“columns”:[String]“daType”:[String]
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The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.
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