Power BI for Office 365: Using SharePoint to Deliver Self-Service

Power BI for Office 365:
Using SharePoint to Deliver Self-Service BI

Presented by: Andy Tegethoff
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About Perficient

Perficient is a leading information technology consulting firm serving clients throughout
North America.

We help clients implement business-driven technology solutions that integrate business
processes, improve worker productivity, increase customer loyalty and create a more agile
enterprise to better respond to new business opportunities.
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Perficient Profile

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Founded in 1997

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Public, NASDAQ: PRFT

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2013 revenue ~$375 million

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Major market locations throughout North America
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Atlanta, Boston, Charlotte, Chicago, Cincinnati, Cleveland,
Columbus, Dallas, Denver, Detroit, Fairfax, Houston,
Indianapolis, Los Angeles, Minneapolis, New Orleans, New
York City, Northern California, Philadelphia, Southern
California, St. Louis, Toronto and Washington, D.C.

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Global delivery centers in China, Europe and India

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>2,000 colleagues

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Dedicated solution practices

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~90% repeat business rate

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Alliance partnerships with major technology vendors

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Multiple vendor/industry technology and growth awards

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Our Solutions Expertise

Business Solutions

Technology Solutions

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Business Intelligence
Business Process Management
Customer Experience and CRM
Enterprise Performance Management
Enterprise Resource Planning
Experience Design (XD)
Management Consulting

Business Integration/SOA
Cloud Services
Commerce
Content Management
Custom Application Development
Education
Information Management
Mobile Platforms
Platform Integration
Portal & Social

Our Speaker

Andy Tegethoff
Andy is a Microsoft BI architect at Perficient and a senior-level
consultant with more than 14 years of experience exploring,
planning and building cost-effective software and process-oriented
solutions for challenging business problems. A Microsoft Certified
IT Professional (MCITP) for SQL Server BI, his solutions integrate
elements such as data warehousing, dashboards, and broadbased reporting in order to deliver vital, actionable information at
every level of the enterprise.

BI Expertise

A nationwide Microsoft BI practice offering both
• Strategic Engagements
• Strategy assessments
• Program mentoring

• Tactical Engagements
• End-to-end implementations
• Current state evaluations
• Proof of concept projects

Agenda

• Introduction
• Excel 2013 and Self-Service BI
• Power BI on Office 365
• Q&A

Introduction

What is
Power BI?
Power BI is:
A collection of Excel-based
tools and Office 365 SharePoint Online features and services that
enables self-service BI and provides a data collaboration portal
featuring mobile access to analytics

Introduction

Who will use
Power BI?
Any Excel user!
But specifically:

Report
Creators

Data
Stewards

Report
Consumers

(Data Analysts,
Consultants)

(DBAs, IT
Managers/Admins)

(Executives, Managers)

Anyone tasked with gleaning usable information from their data
will find at least some component of Power BI useful.

Introduction

What are the
components of
Power BI?
There are two major elements:
Self-Service BI
with Excel

Power BI with
Office 365

Power Query
Power Pivot
Power View
Power Map

Power BI Sites
Data Management
Power BI for Mobile

Excel Self-Service BI

Excel Self-Service BI includes:
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Power Query
Power Pivot
Power View
Power Map


Power Query
Find and connect data
across a wide variety of
sources – both internal
and external to your
organization

Connect to and consume
Big Data in Excel
• Hadoop (HDFS)
• Azure HDInsight, PDW

Merge/shape data for
further analysis:
• Create custom views
• Perform data
cleansing operations
• “M” – Excel-like
formula language

Manage your queries
(within Power BI), and
share them within your
organization, plus search
for data in-house and/or
in the public domain


Power Pivot
Host a significant
analytical database
inside Excel in-memory
using the xVelocity
analytics engine, with no
Admin or Configuration –
and share it via
SharePoint

Access data from
standard a variety of
platforms, and consume
OData to use shared
Power Query queries as
data sources

Built in DAX expression
language has Excel-like
syntax, supporting data
manipulation and
business logic thru
formulas that can
reference any related
table or column

Work with millions of
rows, plus keep larger file
sizes in Power BI
(250MB model size limit,
10MB file size limit)


Power View
Create charts and other
visualizations with
filtering, highlighting,
slicing and sorting
• Multiple views
• Solid performance

Interact with data from
various sources –
including Excel itself, a
Power Pivot model, or
SQL Server Analysis
Services (Tabular model
or OLAP Cube)

Power View for
SharePoint creates
RDLX files (related to
Reporting Services);
Power View for Excel
creates sheets that are
part of the Excel
workbook

Power BI sites render
Power View in HTML 5
for cross-browser
compatibility


Power Map
3D visualization tool for
mapping, exploring and
interacting with
geospatial and time data

Plot data on Bing maps
and visualize with 3D
columns, bubble/pie
charts, heat maps, and
regions

Discover new insights by
seeing your data in
geographic space and
seeing time-stamped
data change over time

Capture screenshot
"scenes" and build
cinematic, guided
interactive or video
"tours"

Walkthrough - Excel Self-Service BI

Surgical Analytics
Excel Self-Service Walkthrough
• Select and combine data
• Create a local data mart
• Build reports


Select and combine data
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In our example, we have SQL Server Analysis Services, so we would want to import directly
into Power Pivot, as it can natively connect and consume Analysis Services data


Select and combine data
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If instead we wanted to bring in weather data, stock market information, Facebook profiles,
or consume a previously created Shared Query, we could use Power Query.


Create a local data mart with Power Pivot
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Once we access and import our data, we can organize tables and relationships and create
hierarchies and formulas. In our example, we simply accept the structure of the source.
Power Pivot’s In-memory xVelocity engine holds millions of rows, but compression keeps
file sizes relatively small.


Create compelling reporting with Power View
• A drag-and-drop development surface that natively understands Power Pivot
enables easy creation of interactive views with animations, data highlighting and
filtering.


Completed Power View report with two views, ready for sharing

Power BI with Office 365

Power BI with Office 365 includes:
• Power BI Sites
• Data Management
• Power BI for Mobile


Power BI Sites
Analogous to a
PowerPivot Gallery in onpremise SharePoint, but
BETTER! (Allow larger
files, more advanced
browsing)

Power BI Sites is an App
in SharePoint Online, is
available by registration,
and can be applied to
existing SharePoint
Online sites

Workbooks uploaded
must use Data Models to
take advantage of Power
BI features (making
Power Pivot ideal)

Features include:
• Q & A (Natural
Language query)
• Favorite reports
• “My Power BI” page,
with usage analytics
and query
management


Data Management
Power BI Admin Center
allows IT management of
“gateways” to onpremises data sources,
and is accessible from
O365 Admin or any
Power BI site

Data Management
Gateway client app runs
on machines onpremises, registered to
cloud service

Two scenarios
supported:
• Enable OData Feed
• Enable Cloud Access

Allow users to share
Queries created in Power
Query, or to refresh
online workbooks with
on-premises data


Power BI for Mobile
Available in the Windows
Store (currently only for
Windows 8, 8.1 devices)

Touch-enhanced
interface great for
tablets. Interact with
Power View by tapping
and sliding instead of
clicking and dragging

Connects to Power BI
site, allows browsing for
Power BI content

Android and iOS users
can interact on the go via
their browsers, since
Power BI Sites will
render contents using
standard HTML 5

Walkthrough - Power BI with Office 365

Surgical Analytics
Power BI Walkthrough
• Upload and enable workbook for
sharing
• Browse workbooks from mobile


Upload your workbook to your SharePoint Online team site
• New Document link or Drag and Drop


After uploading, enable your workbook in your Power BI Site
• Right-click the workbook and select “Enable”


Once enabled, your workbook can be opened and used from Power BI
• A thumbnail will be generated based on the first page


Invite specific users to share your new workbook…


… and they can access it via the Power BI Mobile app by browsing to the
Power BI site and selecting the workbook

IT Management

Data Management Experience
• My Power BI
• Power BI Admin Center

IT Management of Power BI

Data Management
• The Data Management Experience extends to each user
– The “My Power BI" portal provides access to:
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Usage analytics for the queries you've used
Your shared queries from Power Query
Your data sources

IT Management of Power BI

Data Management
• IT can manage access to on-premises data via Power BI Admin
Center
– Data Management Gateway can be used to connect on-premises data sources
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Workbooks created using Corp IT managed resources (i.e. Data Warehouses, Analysis Services
Tabular Models or Cubes) can be refreshed
Queries developed in Power Query can be shared, and are searchable in Excel

Summary

Summary
Microsoft’s Power BI is a compelling collection of BI tools and features for both
desktop and cloud Office users.
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Self-Service BI is possible within the familiar environment of Excel thanks to a suite of
powerful add-in tools.
Power BI Sites for SharePoint Online offers enhanced collaboration features, natural
language query with Q&A, and support for mobile use via the Power BI App.

Desktop Excel 2013 users can already take advantage of the Power BI add-in
tools, which are either already installed or available for free online. Plus,
desktop and Office 365 users can both leverage Power BI Sites with SharePoint
Online at an extremely reasonable price point.

Helpful Links
Getting Started with Power BI - http://bit.ly/1dL4rC2
Power BI Pricing - http://bit.ly/1iGROzZ
SharePoint Online home page - http://bit.ly/1hIX7Lv
Office 365 for Business - http://bit.ly/IFgsl5

Connect with Perficient

Preparing for BI in the
Cloud with Windows
Azure
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Power BI for Office 365: Using SharePoint to Deliver Self-Service

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