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Microsoft Power BI for O365

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Page 1: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Microsoft Power BI for O365

Page 2: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

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Next hour..

o Power BI for O365

o Data Discovery

o Data Analysis

o Data Visualization & Power Maps

o Natural Language Search (Q&A)

o Power BI Site

o Data Management

o Self Service in Power BI

Page 3: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Microsoft Power BI for Office 365Self-service BI with the familiarity of Office and the power of the cloud

1 in 4 enterprise customers on Office 365One billion Office users

Analyze Visualize Share Find

Q&A

MobileDiscover

Scalable | Manageable | Trusted

Power BI is a hybrid solution which is partially implemented on-premises and partially in the cloud

via Office 365.

Page 4: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Key Components of Power BI – On Premise

4

Power Pivot

Search organizational and Public (Cloud) data

Import, merge, shape and cleanse Data

Manage Shared Queries and Certify Queries

Power View

Discover

Power Query

Map

Power Map

Analyze Visualize

Create in-memory data model

Create hierarchies and KPI’s

Create derived fields and calculations

Analyze, visualize and display data

Interactive data visualization tool

Delivers intuitive ad-hoc reporting for business users

Create maps and tours of data

Enables story telling using 3-D data

Uses “Bing Map Service”

Free Excel 2013 Plug-ins | Office Pro Plus | Office Professional Plus

Page 5: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Key Components of Power BI – O365 Cloud

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Q & A

View, Analyze and explore data & reports

Share Workbooks and Collaborate

Quick Edits in EWA or open in Excel

Data CatalogPower BI Site Data Management Gateway

Bing like Search across Power BI Workbooks

Natural Language Queries

System generated data visualization

Metadata for facilitated search functionality

Manage Shared Queries and Certify Queries

Users can easily discover and reuse queries

Data Refresh to On-Prem sources

Schedule periodic data refreshes

Expose tables and views as Odata Feed to external consumers

Cloud Service | Subscription Based | Collaborative Self Service BI

Q&A

Page 6: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Additional Functionalities in O365 Cloud

6

Use the Power BI Site to share workbooks with

coworkers

Perform Q&A searches on the workbooks

Schedule automatic data refresh

Utilize shared Power Queries (Enterprise Data

Search)

Utilize certified Power Queries (Data Stewardship)

Open up corporate data sources via an OData feed

(Enterprise Data Search)

Mobile BI App

Page 7: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Power BI Workflow

7

Excel Data

Model /

Power Pivot

Data Storage Reports

Excel Workbook

Publish

Workbook

Power BI Admin CenterPower BI App

Text

Database

Web file

O365 (Cloud)

Data Refresh for On PremSources

Corporate Data Refresh

Page 8: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

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Self Service BI using Power BI

Page 9: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Data Discovery

Page 10: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Powerful self-service BI with Excel 2013

Page 11: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Why Power Query ?

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

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

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

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

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

Page 12: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Data Shaping and Manipulation

• Configure Data Types

• Rename and remove columns

• Insert Custom Columns

• Split Columns (i.e. convert delimited text to columns)

• Sort, Group, merge columns

• Un-pivot Columns

• Filter Data

• Replace Value

• Keep top ‘N’ rows or specific range of rows

• Remove Duplicates

Search data, many sources, many transformations, Extensible by code (M language)

Share to Power BI by data catalog

Page 13: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Data sources

Windows Azure

Marketplace

Windows Active

Directory

Azure SQL

DatabaseAzure HDInsight

Page 14: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Key Featured Highlights in Power Query

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Repeatable Steps Shared Queries

o See the state of the data before and after each step was applied

o Repeatable steps are repeatable for the same set of data

o Sharing of Queries with other users in the organization

o Search for "Organization" data to discover a shared Power Query

Page 15: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Data Analysis

Page 16: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Powerful self-service BI with Excel 2013

Page 17: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Introducing PowerPivot

• PowerPivot empowers business users to create self-service BI data models in Excel

‐ Achieved with a client-side version of SQL Server Analysis Services, known as the In-Memory Analytics Engine

‐ Columnar Storage: Can efficiently store data volumes far greater than what Excel worksheets can achieve

‐ Data is highly compressed and stored

‐ Queries are very fast

• Can import and relate data from corporate, local, and ad hoc data stores

• In Excel 2013 Professional Plus edition, PowerPivot is installed, but not enabled

Page 18: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Power Query v/s Power Pivot

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Page 19: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Data Sources Power Query Power Pivot

Access X X

Active Directory X

Analysis Services X

Date Feed X X

Excel X X

Facebook X

File Folder X

Hadoop File X

Odata Feed X X

Relational Databases X X

SharePoint List X

SQL Azure DB X X

SQL Server X X

Text File X X

Web X

Windows Azure HD Insight X

Windows Azure Marketplace X X

XML X

Power Query v/s Power Pivot – Data Sources

Page 20: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

What is DAX ?

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DAX (Data Analysis Expression) is a new calculation for Power Pivot

It is a multi dimensional calculation language intended to:

Make it easy to perform common calculations

Make it easy for excel power users, hence Excel based syntax

DAX expressions are designed to be limited as single line of code

Need to understand the data logic built in power pivot data models

Likely to be extended in the future versions of SSAS

Page 21: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Types of Calculations in Power Pivot

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Calculated Columns Calculated Fields (Measures)

New Calculation in table which performs calculations on

a “row by row” basis (row context)

Example: = ‘Employee’[Fname] & “ “ &

‘Employee’[Lname]

New measure in a table which calculates an aggregated

numeric value (not on "row by row” basis – filter context)

Example: =TOTALMTD ([SalesUnits], ‘Date’[Datekey])

Created in Power Pivot Models on the columns Created in Power Pivot Model in the “Calculation area” or

in the Power Pivot ribbon menu in excel window

Two type of Calculated Fields

a) Explicit : Defined by the data modeler using DAX

b) Implicit: Uses the “Summarize by” behavior specified in

the data model

An Explicit Field can be further used to define a KPI in the

data model

Page 22: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Data Visualization

Page 23: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Powerful self-service BI with Excel 2013

Page 24: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Introducing Power View

• Power View is an interactive data exploration, visualization, and presentation experience

‐ Highly visual design experience

‐ Rich meta-driven interactivity

‐ Presentation-ready at all times

• It delivers intuitive ad-hoc reporting for business users

• Reports can be based on tabular data models, including PowerPivot data models

• It is now also available in Excel 2013, and with new features:

Page 25: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Bar and column charts are good for showing measurable values in a quick an direct way

Pie ChartPie charts are preferable when the user would like to see the percentage of a measurable value in different categories

Line ChartLine charts are good for showing how a value changed over time

Play Axis (scatter chart)Play axis charts are good when you are trying to show the relationship between two measurable values( e.g. profit and cost) ,that may or may not be linearly related, over time.

MapsMaps are preferable for showing measurable values at specific locations.

Chart Types and Usage

Page 26: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

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Interactive Display

Page 27: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

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Additional Navigation

Page 28: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Power Map

Page 29: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Powerful self-service BI with Excel 2013

Page 30: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Power Map for Microsoft Excel enables information workers to discover and share new insights

from geographical and temporal data through three-dimensional storytelling.

What is Power Map?

Page 31: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Map Data

• Data in Excel

• Geo-code

• 3-D visuals

Discover Insights

• Play over time

• Annotate points

• Capture scenes

Share Stories

• Cinematic effects

• Interactive tours

• Share workbook

Power Map: Steps to 3-D insights

Page 32: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Power BI Site

Page 33: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Collaborate and stay connected with Office 365

Q&A

Page 34: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Natural Language Search (Q&A)

Page 35: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Collaborate and stay connected with Office 365

Q&A

Page 36: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Mobile BI

Page 37: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Collaborate and stay connected with Office 365

Q&A

Page 38: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Data Management

Page 39: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Extend with hybrid cloud solutions

Page 40: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Extend with hybrid cloud solutions

Page 41: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Extend with hybrid cloud solutions

Page 42: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Self Service in Power BI

Page 43: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Features Power BI (Self Service on Cloud) On Premise (Self Services) On Premise (Enterprise)

In memory Yes Yes Yes

Data size 250MB Configurable up to SharePoint limit (2gb) Unlimited (or limited by RAM)

Data Refresh Yes, using Gateway Yes, Power Pivot Gallery Yes

Direct access to on premise data No Yes Yes

Refresh from Power Query Yes No No

Render Power Map in browser No No No

Power View HTML5 support (+iPad

support)Yes No No

Render Power View Excel Sheets Yes Yes (SP 2013), No (SP 2010) Yes (SP 2013), No (SP 2010)

Create Power View reports No (Not yet) Yes Yes

Support for Power View in Power Point No (Not yet) Yes Yes

Natural Language query support Yes No No

Synonyms Yes No No

Windows Authentication (corporate

domain)Yes (DirSync) Yes Yes

Self Service BI – On Premise v/s Cloud

Page 44: Microsoft Power BI for O365 - Netwoven · o Power BI for O365 o Data Discovery o Data Analysis o Data Visualization & Power Maps o Natural Language Search (Q&A) o Power BI Site o

Power BI – A Powerful Self Service Tool

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End Users

o End-users have long wanted the ability to easily access and analyze data

o Q&A’s natural language query and intelligent visualization engine will do more to

encourage every employee to use information as a basis for decisions

BI Analysts

o Power Pivot gave power users the ability to build efficient data models over large

data volumes, but that information needed to “fit” into clean data models

o Power Query’s data transformation and flexibility further empower analysts to

build their own end-to-end solutions quickly

.

IT & Data Stewards

o The data catalog underlying Power BI is exciting because it promotes self-service

and governance simultaneously