Learn How to Use Microsoft Power BI for Office 365 to Analyze Salesforce Data

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Thank you for joining us as we explore
How to Use Microsoft Power BI for O365
to Analyze Salesforce Data
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Power BI for Office365

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Power BI for Microsoft Office 365
Walt De
Petris
COO
Netwoven

Who is Netwoven
Save the Children
Netwoven is a solution consulting firm serving large & mid-size enterprises
We were founded in 2001 by former Microsoft executives
Top domain experts from multiple industries
and technology firms like Microsoft, Accenture, Oracle & Intel
U.S. headquartered company with global development center

Netwoven Services
Customers
TECHNOLOGY
SOLUTION
CONSULTING
• Office365 Architecture, Planning
and Implementation
• Migration Services from earlier
versions SharePoint or similar
systems
• Social and Search based solutions
• Enterprise Content Management
• Web, Intranet & Collaboration
Sites
• Big Data Management&
Visualization
• Integrated Digital Marketing
• Platform Managed Services

Murali Madhusudana
 Engagement Director at Netwoven - BI Practice Lead
 Associated with Business Intelligence and Data Warehousing
since 2001
 Worked for clients like Cisco, Adobe, GE, Amgen, Genentech
 Served both Fortune 500 & mid market clients
 Extensive Experience with BI tools: Microsoft Power BI, Qlik, SAP
BO, Informatica. Teradata etc.
 Extensive knowledge in Information Architecture, set up BICC,
Strategy, Execution, Delivery, Sales, Pre-sales and Account
Management
 Project won “TDWI Best Practices Award” at GE
 Music, sports (Tennis, Badminton and Cricket), travelling and
spending time with friends and family
MBA, PMI,
Six Sigma Green Belt
mmadhusudana@netwoven.com
+1 408 802 7332 (Cell)

6
Today’s Agenda
 Industry Trends
 Microsoft’s Self Service BI
 On-Prem & Cloud
 Key components – Power Query, Power Pivot, Power View and Natural Language based
Search
 Industry Use of Power BI Solution
 Key building blocks
 Cloud based Self Service BI
 Power BI vs SharePoint BI
 Wrap Up & Q&A

7
SoMoClo (Social, Mobile and Cloud) is the convergence of collaborative, on-the-go technologies that allow users to access data and
applications from anywhere at any time
Next Generation BI Trends
http://searchconsumerization.techtarget.com/definition/SoMoClo-social-mobile-and-cloud

BI Maturity
IT Regulated
* Managed Self-Service
BI
* High Governance
IT – Business
Partnership
* IT – Infrastructure
and Business users -
SME
Business Self
Reliant
* Importance to data
exploration and agile
information discovery
* Tech Savvy business
users
Flexibility
Maturity
15 %
50 %
35 %
Self Service BI
Managed BI
Corporate BI

Technology Enablers in Next Generation BI
• ETL free, minimal scripting
• Connect to various data
sources – structured &
unstructured seamlessly
• In-built statistical
modelling capability
• Integration with R
• Social Media /Sentiment
Analytics
• Extensive library of most
advanced graphs & charts
• ‘Bing/Google’ like search
capabilities
• Cross Platform Support
(HTML5)
• In Memory
architecture
• Reusable Metadata,
multi-level security
• Multi tenancy
Data
Architecture
Advance
Visualization &
Interactive
Interface
Script free Data
mashup
Predictive
Analytics

Microsoft Power BI for Office 365
Self-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.

Key Components of Power BI – On Premise
12
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

Key Components of Power BI – O365 Cloud
13
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

Additional Functionalities in O365 Cloud
14
 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

Power BI Workflow
15
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 Prem
Sources
Corporate Data Refresh

Powerful self-service BI with Excel 2013

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

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

Power Query v/s Power Pivot
24

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

Data Visualization using Power View

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:










•
•
•
Data Model Preparation for Power View Visualizations

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?

Sharing and Collaboration
35
Microsoft provides 3 managed ways of sharing and collaborating
• SharePoint 2013 (on-premises) – Enterprise Edition
• Office 365 (Cloud) – ProPlus and E3 Editions
• Power BI for Office 365 (Cloud)
These services extend the Self Service BI Capabilities in Excel by making them
available in a collaborative online environment:
• Power BI Sites
• Power BI Q&A
• Power BI Windows Mobile App
• Query and Data Management
• Cloud based Data Refresh
• Power View Forecasting

Power BI Sites
Q&A
 Customizes a SharePoint Online site for
Power BI activities
 Only support Excel Workbooks (250MB)
which can be viewed thru Excel Online
 Also support HTML5
 Available on Subscription to Power BI for
O365

Power BI Q&A
Q&A
 Submitted Questions in English are
responded with data visualizations and
reports
 Responses are interactive and can be
modified to further refine data
exploration
 Cloud modelling allows defining new
terms and resolving ambiguity

Cloud Based Data Refresh
 Data Management Gateway has to be
installed on On-Premise server
 Data refresh will take place when the
data model connection matches a pre-
configured Power BI data source

Query Management and Data Catalog

Demo – Sales Analytics using Power BI

41
Sales Analytics using Power BI – Ref. Architecture

Data Download - Power Query Integration with Salesforce
From Salesforce Objects
 Connects directly to the underlying object tables
 Displays a full list of all objects to which the user has access
 Users can choose one or more tables and import them into
the workbook
From Salesforce Reports
 Connects using the Reports API and lets users import reports
built in Salesforce
 No connection to the underlying objects and rebuilding
these views on top.
 Users can combine their Salesforce data with other relevant
data

Data Model and Building Custom Calculations
 Load data into worksheet using power query
 Use Power Queries to clean and transform
the data
 Load data into “Data model” or “Worksheet”
(Data model preferred while working thru
large data sets)
 Go to the data model view and join the
tables appropriately with the primary keys
 Create appropriate calculations/aggregations
in the calculation area of data model
 Use synonyms to create metadata, save the
model and publish to Power BI Site

Power BI vs SharePoint BI
50
Power BI SharePoint BI
Environment Power BI is a hybrid solution which is partially
implemented on-premises and partially in the
cloud via Office 365
SharePoint BI is usually an on-premises solution.
Enterprise versions (2013 or 2010) of SharePoint and SQL
Server are required
Content Viewing Displays all document libraries which exist in the
Power BI Site hence better organization of
content
Power Pivot Gallery is a single document library
Data Storage Power BI the data model and the reports
everything must be contained within a single
xlsx file
Upload a Power Pivot model to the Power Pivot Gallery
and other reports can connect to it using a URL-based
connection string
Enterprise Search Uses Power Query to search for corporate data
(or public data) which has been exposed by
other users sharing Power Queries, or by the
administrator exposing an OData feed
No equivalent in SharePoint BI at this time
Natural Language
Query
It's a great way to visualize data on the fly No equivalent in SharePoint BI at this time
Rendering
Visualization
Uses Both Silverlight and HTML 5 SharePoint BI still utilizes Silverlight

Features Power BI (Self Service on Cloud) SharePoint BI On Prem BI
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

Power BI – A Powerful Self Service Tool
52
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

How to Buy Power BI
54
Two options:
Microsoft
Volume
Licensing
Reach out to your Microsoft
partner or representative for
more information
Microsoft Online
Subscription
Program
Purchase on PowerBI.com

Power BI Offers and Pricing
55
Power BI
add-on for E3/E4 Subscribers
Power BI
standalone
Power BI
standalone + Office 365 ProPlus
Pricing is Per User Per Month
Billed Annually ($396/year) ($240/year)
Billed Annually ($480/year)
Billed Annually ($624/year)
* 40% off promotion for Office 365 E3 or E4 customers. Ends December 31, 2014. Pricing Shown is US Commercial ERP through the Microsoft Online Subscription Program
Choose the right option based on what you already own:

57
Recap…..
 Industry Trends
 Microsoft’s Self Service BI
 On-Prem & Cloud
 Key components – Power Query, Power View and Natural Language based Search
 Industry Use of Power BI Solution
 Key building blocks
 Cloud based Self Service BI
 Power BI vs SharePoint BI

Webinar Prize Winner!!
Sony Smartwatch
All attendees
who are registered and attend till
the end of Webinar
And the Winner is….

Expert Panel
Andrew
Sutton
Engagement
Director
Netwoven
Viraj
Bais
CTO &
Founder
Netwoven
Murali
Madhusudana
Engagement
Director
Netwoven
Niraj
Tenany
President &
CEO
Netwoven

Connect with us!
Visit us
• www.netwoven.com
• www.netwovenblogs.com
Thank you for participating!

Learn How to Use Microsoft Power BI for Office 365 to Analyze Salesforce Data

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