Ms Cloud Summit 2017 - Power Bi, le tour complet 2017

Notes de l'éditeur

• #6: Key message: There are several capabilities that differentiate Power BI from other offerings in the market. Talking points: Power BI is a cloud-based analytics service that provides faster time to insight. It is used for visualizing, exploring and extracting insights from data. It brings together data from diverse sources to deliver rich, comprehensive views of business operations. What that means is, with Power BI, you can see all of your data through a single pane of glass, and create an analytics environment in minutes to monitor data and share reports. Live dashboards and reports show visualizations and KPIs from data that reside both on-premises and in the cloud, providing a consolidated view across your business regardless of where your data lives. There are several capabilities that are unique to Power BI – these include: Pre-built dashboards and reports for popular SaaS solutions such as Marketo, Salesforce, GitHub, ZenDesk, Dynamics CRM, and many others. Dashboards and visualizations that support real-time updates. Secure, live connection to on-premises data sources to drive insight across the entire range of organizational information (Analysis Services, Azure SQL Database, SQL Database Auditing, Azure SQL Data Warehouse). Automated scheduled refresh to keep Power BI data in sync with on premises data sources. Native mobile applications for keeping users connected on the go. Easy integration with other Microsoft offerings, from Excel to Azure services. Intuitive data exploration, which enables users to ask questions of their data in plain English. To summarize, Power BI is a SaaS offering that enables anyone to easily connect to their data, create live operational dashboards and explore data via interactive visualizations.
• #7: Key message: There are several capabilities that differentiate Power BI from other offerings in the market. Talking points: Power BI is a cloud-based analytics service that provides faster time to insight. It is used for visualizing, exploring and extracting insights from data. It brings together data from diverse sources to deliver rich, comprehensive views of business operations. What that means is, with Power BI, you can see all of your data through a single pane of glass, and create an analytics environment in minutes to monitor data and share reports. Live dashboards and reports show visualizations and KPIs from data that reside both on-premises and in the cloud, providing a consolidated view across your business regardless of where your data lives. There are several capabilities that are unique to Power BI – these include: Pre-built dashboards and reports for popular SaaS solutions such as Marketo, Salesforce, GitHub, ZenDesk, Dynamics CRM, and many others. Dashboards and visualizations that support real-time updates. Secure, live connection to on-premises data sources to drive insight across the entire range of organizational information (Analysis Services, Azure SQL Database, SQL Database Auditing, Azure SQL Data Warehouse). Automated scheduled refresh to keep Power BI data in sync with on premises data sources. Native mobile applications for keeping users connected on the go. Easy integration with other Microsoft offerings, from Excel to Azure services. Intuitive data exploration, which enables users to ask questions of their data in plain English. To summarize, Power BI is a SaaS offering that enables anyone to easily connect to their data, create live operational dashboards and explore data via interactive visualizations.
• #10: Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/88770-services-in-power-bi
• #14: Quid nouvelle interface ?
• #16: Power BI knowledgebase: Power BI Pro content: https://support.powerbi.com/knowledgebase/articles/685479-power-bi-pro-content-what-is-it
• #21: 1) Data preparation…. Get data, then transform and model 2) Exploration: Free form data exploration, canvas experience. 3) Report … Create interactive reports 4) Share and collaborate with Power BI Power BI Desktop is a free desktop companion application for the Power BI service. It enables visual data exploration and report-authoring. Complementary to Excel, it combines the capabilities of Power Query, Power Pivot & Power View into a single interface. With Power BI Desktop, you can: Acquire and prepare data using extensive query capabilities Manipulation and consolidation of multiple data sources is performed in Power BI Desktop – this enables Power BI service users to use data from multiple sources in a single report Establish data structure, then transform and analyze data Visualize and explore your data in new ways through a freeform drag-and-drop canvas Author reports with a broad range of modern data visualizations Publish beautiful, interactive reports directly to powerbi.com Securely share reports through unique, curated content library approach
• #22: Key message: Power BI Desktop allows you to connect to data sources beyond what powerbi.com supports – constantly working and adding new data sources For more information visit: https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-data-sources/ Talking points: The four major categories of data source are files, databases, Azure services and other (SaaS category was removed) Power BI Desktop supports a number of data sources that other competing services do not Navigate data quickly with in-memory processing that optimizes performance Pare down datasets to only what’s needed by editing queries before data is loaded to Power BI Desktop Additional SAP connectivity details are in the Appendix slides
• #23: Key message: Power BI Desktop allows you to connect to data sources beyond what powerbi.com supports – constantly working and adding new data sources For more information visit: https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-data-sources/ Talking points: The four major categories of data source are files, databases, Azure services and other (SaaS category was removed) Power BI Desktop supports a number of data sources that other competing services do not Navigate data quickly with in-memory processing that optimizes performance Pare down datasets to only what’s needed by editing queries before data is loaded to Power BI Desktop Additional SAP connectivity details are in the Appendix slides
• #24: Power BI Desktop enables extensive data analysis, enabling you to produce rich data models using formulas and relationships DirectQuery data sources – user can specify DirectQuery vs. Import mode in data source dialogs Automatically create a model simply by importing data Power BI Desktop detects relationships automatically, categorizes data and applies default summarization Refine models to enable complex calculations Identify relationships between datasets from a variety of sources Create relationships between tables manually or using the AutoDetect feature Desktop’s AutoDetect feature accelerates your analysis Adjust relationship type (one-to-one, many-to-many or many-to-one) and cross-filter data for specific insights Define calculations – known as measures – to generate new fields for use in reports. Measures create new information from existing data already in your model Measures are used in some of the most common data analysis; for example, sums, averages, minimum or maximum values, counts, or more advanced calculations you create yourself using a DAX formula. The calculated results of measures are always changing in response to your interaction with your reports, allowing for fast and dynamic ad-hoc data exploration You can use automatically generated measures, or create custom measures with Data Analysis Expressions (DAX) formulas This helps you enrich your data model Produce exactly the results you need using the DAX library of 200+ formula elements Use DAX library to create calculated tables too… Use DAX time intelligence functions with the built-in time intelligence functions Develop advanced analytics using a combination of measures and relationships Uncover correlations, highlight exceptions and understand business outcomes
• #25: Prepare and explore data intuitively, using functionality similar to that of Power Query for Excel Adjust, or shape, data into the form and format that fits your needs A few examples – you can adjust data type, remove columns, change table names and delete relationships Use the Applied Steps view in Query Settings to precisely tune how the data is shaped - e.g. adjust the order of data-shaping steps, or remove steps if needed Power Query records your sequence of data exploration activities, making it easy to re-apply them to additional sets of data Manage queries easily or reorder queries via drag and drop Use parameters in your queries that can be referenced later in the UX. Define allowed values for parameters. Modify data types to support specific calculation requirements – some calculations require data in a specific format Combine data from different types of data sources to ensure consistent query semantics Add conditional columns Built-in transformation to extract the WeekDay or Month names from a given Date/Time column. Similarly, you can extract the Start or End of an Hour based on a Date/Time or Time column. Mashup data across multiple data sources into a single table to support advanced analysis and reporting You can take advantage of R inside the Query Editor to perform data cleansing, advanced data shaping, and analytics in datasets including completion of missing data, predictions, and clustering, just to name a few.
• #26: Power BI Desktop enables extensive data analysis, enabling you to produce rich data models using formulas and relationships Automatically create a model simply by importing data Power BI Desktop detects relationships automatically, categorizes data and applies default summarization Refine models to enable complex calculations Identify relationships between datasets from a variety of sources Create relationships between tables manually or using the AutoDetect feature Desktop’s AutoDetect feature accelerates your analysis Adjust relationship type (one-to-one, many-to-many or many-to-one) and cross-filter data for specific insights Define calculations – known as measures – to generate new fields for use in reports. Measures create new information from existing data already in your model Measures are used in some of the most common data analysis; for example, sums, averages, minimum or maximum values, counts, or more advanced calculations you create yourself using a DAX formula. The calculated results of measures are always changing in response to your interaction with your reports, allowing for fast and dynamic ad-hoc data exploration You can use automatically generated measures, or create custom measures with Data Analysis Expressions (DAX) formulas This helps you enrich your data model Produce exactly the results you need using the DAX library of 200+ formula elements Use DAX library to create calculated tables too… Develop advanced analytics using a combination of measures and relationships Uncover correlations, highlight exceptions and understand business outcomes Define synonyms for improved Q&A experience in Power BI service Power BI row-level security allows you to secure your data at the row level by defining security filters for Roles or in a table in the model.  You can define a Role and an associated security filter in the Power BI desktop and then assign members to that Role in the service. Once you have defined security filters for roles, you can test them in action by viewing the data as a specific Role in either the Power BI Desktop or the Power BI Service.
• #27: The reporting step is where the visual data exploration enabled by Power BI Desktop really comes to life Note: you can move directly from connecting to (importing) data to reporting – data preparation, modeling, and analysis are optional intermediate steps. Because Power BI Desktop automatically creates a data model for you upon data import, you can immediate generate reports Explore data in a variety of ways and across multiple visualizations Select data elements and sort data Filter data and use cross-filter capabilities Drill into and across datasets, with support for inline hierarchies Pivot and slice data Power BI Desktop enables you to visualize data in a number of ways and easily author reports Depict data in compelling reports that tell stories using a range of interactive visualization Use data from different sources in a single, consolidated report – create relationships between different data sources to create a data model, that you can then use in a report R-powered custom visuals Use report gridlines and snap to grid for layout Mobile report layout Show trend lines Display record set for visualization Tables: Use conditional table formatting and built-in table styles Maps: Shape Map visual supports use of custom maps (TopoJSON format), use ArcGIS Maps Use date slicers Format maps You can select, transform and mashup data via a freeform, drag-and-drop canvas Explore data in a variety of ways and across multiple visualizations Select data elements and sort data Filter data, leveraging cross-filter capability Drill into and across datasets Pivot and slice data Change visualization types Use built-in analytics options for grouping, binning, top N filter, include/exclude data points Show trend lines Use forecasting Display record set for visualization Tables: Use conditional table formatting and built-in table styles Maps: Shape Map visual supports use of custom maps (TopoJSON format), use ArcGIS Maps Use date slicers Use Quick Calc functions, e.g. to calculate and show the percent of the grand total for each data value.
• #28: The reporting step is where the visual data exploration enabled by Power BI Desktop really comes to life Note: you can move directly from connecting to (importing) data to reporting – data preparation, modeling, and analysis are optional intermediate steps. Because Power BI Desktop automatically creates a data model for you upon data import, you can immediate generate reports Power BI Desktop enables you to visualize data in a number of ways and easily author reports Depict data in compelling reports that tell stories using a range of interactive visualization Use data from different sources in a single, consolidated report – create relationships between different data sources to create a data model, that you can then use in a report Use R-powered custom visuals, with your own R IDE Use report gridlines and snap to grid for layout Mobile report layout Show trend lines Display record set for visualization Tables: Use conditional table formatting and built-in table styles Maps: Shape Map visual supports use of custom maps (TopoJSON format), use ArcGIS Maps Use date slicers Format maps You can select, transform and mashup data via a freeform, drag-and-drop canvas Explore data in a variety of ways and across multiple visualizations Select data elements and sort data Filter data, leveraging cross-filter capability Drill into and across datasets Pivot and slice data Change visualization types Use built-in analytics options for grouping, binning, top N filter, include/exclude data points Show trend lines Use forecasting functions Display record set for visualization Tables: Use conditional table formatting and built-in table styles Maps: Shape Map visual supports use of custom maps (TopoJSON format), use ArcGIS Maps Use date slicers Customize tooltips – add more context and detail for the end user
• #29: Once you are ready to publish your report and the visualizations within it, you can surface it to a broader audience by publishing to the Power BI service Save the Power BI Desktop file, then go into the Get Data interface on powerbi.com to upload the report and share it with others This enables you to give Power BI users access to richer data models and reports than they could create on their own If you’re not ready to move your PBIX reports and data to the cloud, but you want to share analytics content across the enterprise, giving Power BI Desktop users the ability to publish PBIX files to an on-premise or private cloud server, you can use the “Publish to Pyramid Server” functionality.
• #32: Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/75729-power-bi-app-for-windows https://support.powerbi.com/knowledgebase/topics/78002-iphone-app-power-bi-for-ios https://support.powerbi.com/knowledgebase/topics/85887-power-bi-app-for-android-phones
• #33: Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/75729-power-bi-app-for-windows https://support.powerbi.com/knowledgebase/topics/78002-iphone-app-power-bi-for-ios https://support.powerbi.com/knowledgebase/topics/85887-power-bi-app-for-android-phones
• #39: https://powerbi.microsoft.com/en-us/documentation/powerbi-admin-rls/
• #49: Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/articles/474669-data-refresh-in-power-bi
• #50: Power BI Knowledgebase: https://powerbi.microsoft.com/en-us/documentation/powerbi-gateway-enterprise/