Power BI: From the Basics
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BI: new of the buzz words that everyone is talking about but what is it? How can it be used to make a impact in my organization? How do I get started? This session was delivered for SharePoint Saturday Reston.
![The MEDIAN function returns the median of the numbers in a column. The
MEDIANX function returns the median of an expression evaluated for each
row in a table.
Syntax:
=MEDIANX( ALLSELECTED(Product[ProductName])
,[Sum of RevenueAmount])
Median(X)](https://image.slidesharecdn.com/powerbibasicsspsreston16-161206004358/85/Power-BI-From-the-Basics-41-320.jpg)
![Returns the k-th percentile of values in a range, where k is in the range
0..1, inclusive or exclusive.
You can use this function to establish a threshold of acceptance. For example, you can
decide to examine candidates who score above the 90th percentile.
Syntax:
PERCENTILE.INC (Column, K) or PERCENTILE.EXC (Column, K)
PERCENTILEX.INC (Table, Expression, K) or
PERCENTILEX.EXC (Table, Expression, K)
PERCENTILEX.INC (Product
,[Sum of RevenueAmount],0.9)
Percentile(X)](https://image.slidesharecdn.com/powerbibasicsspsreston16-161206004358/85/Power-BI-From-the-Basics-42-320.jpg)
![The XNPV function returns the net present value for a schedule of cash
flows that is not necessarily periodic.
Syntax: XNPV(<table>, <values>, <dates>, <rate>)
Present value := XNPV( CashFlows,
[Payment],
[Date], 0.09 )
= 2086.65
Date Payment
1/1/2014 -10000
3/1/2014 2750
10/30/2014 4250
2/15/2015 3250
4/1/2015 2750
XNPV](https://image.slidesharecdn.com/powerbibasicsspsreston16-161206004358/85/Power-BI-From-the-Basics-44-320.jpg)
![Returns the product of an expression evaluated for each row in
a table.
Future investment= [Sum of RevenueAmount]
* Productx(Rates,1+[Rates])
The PRODUCTX function takes as its first argument a table,
or an expression that returns a table. The second argument is a column that contains
the numbers for which you want to compute the product, or an expression that
evaluates to a column.
Rates
5.0%
4.0%
3.5%
2.0%
3.0%
5.0%
PRODUCT(X)](https://image.slidesharecdn.com/powerbibasicsspsreston16-161206004358/85/Power-BI-From-the-Basics-45-320.jpg)
![CrossFilter( FK, PK, direction )
• Similar to UseRelationship, you can change the filter direction
• Direction: both, one, none
• Calculate( [My measure], CrossFilter( … ) )
DAX Expressions for relationships](https://image.slidesharecdn.com/powerbibasicsspsreston16-161206004358/85/Power-BI-From-the-Basics-46-320.jpg)
![Count of Customers = //filters through Sales by default
Calculate( CountRows( Customer ) )
Count of Customers using Region =
Calculate( [Count of Customers],
//Cut filtering between Sales and Customer, then use the inactive relationship
CrossFilter( Sales[CustomerId], Customer[Id], none ),
UseRelationship ( Customer[RegionId], Region[Id] )
)
Count of Customers using Sales and Region =
Calculate( [Count of Customers], //filters through Sales by default
//Filter Customers to only those in remaining Regions
Filter( Customer, Contains( Region, [Id], Customer[RegionId] ) )
)
CrossFilter(FK, PK, direction)](https://image.slidesharecdn.com/powerbibasicsspsreston16-161206004358/85/Power-BI-From-the-Basics-47-320.jpg)
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Power BI: From the Basics
- 3. About Me 3 Nikkia T. Carter, CEO/Owner, Carter-McGowan Services, LLC (Industry Experience since 2001) CMS provides in business technology consulting, setup, migration, development, support, training, training material, managed services, app development, and website development. We specialize in SharePoint, InfoPath, and Office 365. Also social media and email marketing. Microsoft Partner/VAR (Value Added Reseller): Silver Small and MidMarket Cloud Solutions, SMB Champion; Other Partnerships/VARs: Constant Contact, Hootsuite, BrainStorm, SkyKick, BitTitan, ShareGate, TeamFusion, ServicePoint365 Past Experience: Application, Intranet / Recent: SharePoint, InfoPath, Office 365 Past Clients: DoD (Navy, Army, AF), NSF / Recent Clients: Mostly commercial organizations and entrepreneurs (many nonprofits, bail bondsman, insurance agent, tech consultant, defense contractors, facilities management company, US Courts, Center of Medicaid and Medicare, NIST, etc.). Certifications: CompTIA Certified Technical Trainer (CTT), Microsoft Certified Professional Other Roles: IAMCP DC Philanthropy Chair, Board Member, and WIT Community Leader, Microsoft VFI Board Member, SUGDC and MFCF-DC Co-organizer, FEDSPUG Board Member, Microsoft WPC Partner Engagement Board (PEB) Member, Microsoft MCC PEB Member, IAMCP WIT Board Member, IT ProCamp DC, Office 365 Ramp Up and Cloud One Day co organizer @CarterMcGServ
- 4. 4
- 5. Housekeeping… • Download Lanyrd Mobile to get to the schedule easiest • Available on both the Google Play Store and iOS App Store • You must be present to win at the wrap-up… • Remember to stop by to say hi to our sponsors • Wifi: msevent66bq
- 6. Thanks to our Sponsors!!!
- 7. Join us at #SharePint at World of Beer of Reston in the Towncenter just across the bridge Why? To network with fellow SharePoint professionals What? SharePint!!! When? 4:45 PM Where? World of Beer Reston 1888 Explorer Street Reston, VA 20190
- 9. What is BI? • Business intelligence (BI) is a technology-driven process for analyzing data and presenting actionable information to help corporate executives, business managers and other end users make more informed business decisions. BI encompasses a variety of tools, applications and methodologies that enable organizations to collect data from internal systems and external sources, prepare it for analysis, develop and run queries against the data, and create reports, dashboards and data visualizations to make the analytical results available to corporate decision makers as well as operational workers. http://searchdatamanagement.techtarget.com/definition/business-intelligence
- 10. 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 What is Microsoft’s Power BI Experience your data. Any data, any way, anywhere
- 11. Any data, any way, anywhere
- 13. Key benefits 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 @CarterMcGServ 13
- 15. Connect live to your on-premises data Live Query & Scheduled Data Refresh
- 19. Power BI Overview Power BI REST APIsPower BI Desktop Prepare Explore ShareReport Data sources SaaS solutions e.g. Marketo, Salesforce, GitHub, Google analytics On-premises data e.g. Analysis Services Organizational content packs Corporate data sources or external data services Azure services Azure SQL, Stream Analytics… Excel files Workbook data / data models Power BI Desktop files Data from files, databases, Azure, and other sources Power BI service Data refresh Visualizations Live dashboards Content packs Sharing & collaborationNatural language query Reports Datasets01001 10101 @CarterMcGServ 19
- 20. WhatisPowerBIDesktop? Create Power BI Content Connect to data and build reports for Power BI
- 21. 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
- 22. 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 • Facebook • Google Analytics • SAP Business Objects BI Universe • Salesforce Objects • Salesforce Reports • ODBC Query • ODBC Tables Power BI Desktop
- 23. 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
- 24. 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
- 25. 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
- 26. 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
- 27. 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
- 28. A Few Case Studies
- 29. How can I get started now?
- 31. Sign up for FREE at powerbi.comGet more info here: https://powerbi.microsoft.com/en-us/pricing/
- 32. Have Office 365?Get more info here: https://products.office.com/en-us/business/compare-more-office-365-for-business-plans
- 34. 34
- 35. 35 Visit Learn at powerbi.com @CarterMcGServ
- 36. 36 Visit the Blog at powerbi.com @CarterMcGServ
- 37. 37 Carter-McGowan Services, LLC Toll-free/fax: (866) 721-6085 Local: (540) 693-0578 Email: [email protected] SharePoint Online Trial with Office 365: http://ow.ly/HAzZs Web: www.cartermcgowanservices.com Twitter: @CarterMcGServ FaceBook: CarterMcGowan Google+: Carter-McGowan Services LinkedIn: NikkiaTCarter Free Monthly Business Technology Webinars/Q&A Sessions and Helpful Tips: http://ow.ly/yVSFM
- 38. © 2015 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. 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. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
- 40. DATEDIFF SELECTCOLUMNS PERCENTILE(X) SUMMARIZECOLUMNS CONCATENATE(X) GROUPBY MEDIAN(X) UNION GEOMEAN(X) PRODUCT(X) XIRR XNPV New DAX functions
- 41. The MEDIAN function returns the median of the numbers in a column. The MEDIANX function returns the median of an expression evaluated for each row in a table. Syntax: =MEDIANX( ALLSELECTED(Product[ProductName]) ,[Sum of RevenueAmount]) Median(X)
- 42. Returns the k-th percentile of values in a range, where k is in the range 0..1, inclusive or exclusive. You can use this function to establish a threshold of acceptance. For example, you can decide to examine candidates who score above the 90th percentile. Syntax: PERCENTILE.INC (Column, K) or PERCENTILE.EXC (Column, K) PERCENTILEX.INC (Table, Expression, K) or PERCENTILEX.EXC (Table, Expression, K) PERCENTILEX.INC (Product ,[Sum of RevenueAmount],0.9) Percentile(X)
- 43. Returns the count of the specified interval boundaries crossed between two dates. Syntax: DATEDIFF(<interval>, <start_date>, <end_date>) DATEDIFF
- 44. The XNPV function returns the net present value for a schedule of cash flows that is not necessarily periodic. Syntax: XNPV(<table>, <values>, <dates>, <rate>) Present value := XNPV( CashFlows, [Payment], [Date], 0.09 ) = 2086.65 Date Payment 1/1/2014 -10000 3/1/2014 2750 10/30/2014 4250 2/15/2015 3250 4/1/2015 2750 XNPV
- 45. Returns the product of an expression evaluated for each row in a table. Future investment= [Sum of RevenueAmount] * Productx(Rates,1+[Rates]) The PRODUCTX function takes as its first argument a table, or an expression that returns a table. The second argument is a column that contains the numbers for which you want to compute the product, or an expression that evaluates to a column. Rates 5.0% 4.0% 3.5% 2.0% 3.0% 5.0% PRODUCT(X)
- 46. CrossFilter( FK, PK, direction ) • Similar to UseRelationship, you can change the filter direction • Direction: both, one, none • Calculate( [My measure], CrossFilter( … ) ) DAX Expressions for relationships
- 47. Count of Customers = //filters through Sales by default Calculate( CountRows( Customer ) ) Count of Customers using Region = Calculate( [Count of Customers], //Cut filtering between Sales and Customer, then use the inactive relationship CrossFilter( Sales[CustomerId], Customer[Id], none ), UseRelationship ( Customer[RegionId], Region[Id] ) ) Count of Customers using Sales and Region = Calculate( [Count of Customers], //filters through Sales by default //Filter Customers to only those in remaining Regions Filter( Customer, Contains( Region, [Id], Customer[RegionId] ) ) ) CrossFilter(FK, PK, direction)
Editor's Notes
- #11: Key message: Power BI is a business analytics service. With Power BI you can now see all of your data through a single pane of glass. Live Power BI dashboards and reports show visualizations and KPIs from data residing both on-premises and in the cloud, providing a consolidated view across your business regardless of where your data lives. Talking points: This is Power BI in a nutshell and the overall benefits to your business. We will look at what this means in more detail on the following slides
- #12: Power BI is a cloud-based business analytics service that enables anyone to visualize and analyze data with greater speed, efficiency, and understanding. It connects users to a broad range of live data through easy-to-use dashboards, provides interactive reports, and delivers compelling visualizations that bring data to life. Through of the course of the preview over 45,000 companies, 500,000 users, cross 185 countries have used Power BI. That is a decade's worth of growth in last generation business intelligence where I have to go get software, install software, get servers, get analysts involved, get all sorts of people involved before anyone got any value, that's a long road from "I want to do it" to "I've done it". With Power BI, this is an enormous user population of people that are now connected with data in a way that was either previously very difficult or for many impossible. Power BI in many ways is a connector between people and the power of the Microsoft Data Platform including data that lives in our cloud, other peoples clouds, or your on-premise systems and also processed by this wide variety of intelligence analytical capabilities that we have - statistical analysis, machine learning, building custom application - all of this technology and the value of converting data into intelligence flows through Power BI.
- #13: Stay connected from any device Power BI mobile apps are available for iPhone, iPad, Android Phone, and Windows 8.1.
- #14: 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 your 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
- #16: Connect live to on-premises Analysis Services models Realize the benefits of a cloud based BI solution without having to move your data. With the new Power BI connector for Analysis Services you can create a secure connection to SQL Server Analysis Services from Power BI. When users view and explore dashboards and reports the system will interactively query the on-premises cube to fetch the data using the user’s credentials. With this hybrid solution, you can continue to manage and secure your data on-premises, removing the need to have data reside in the cloud. FAQ: How does security work with the new SQL Server Analysis Service connector? Power BI customers can now benefit from the role level security in SQL Server Analysis Services. The Power BI user name is passed through to on-premises Analysis Services and appropriate role-based security. Analysis Services resolves the user name to an authorized user via Azure Active Directory (more info:: http://support.powerbi.com/knowledgebase/articles/505323-why-you-need-dirsync-to-connect-to-on-premises-ana) and then applies appropriate role-based security to restricted access. How does data transfer work between Power BI and SQL Server Analysis Services? Data is transferred between on-premises Analysis Services and Power BI through the Service Bus (which uses a secure SSL channel). Does the Power BI connector for Analysis Services add security risk by opening a port on the firewall? Service Bus (which is the underlying transport/relay service used in this scenario) only uses an outbound port -- it does not require an inbound port to be opened on the on-premises firewall. It uses a shared secret mechanism to create a secure channel between cloud and on-prem. Will the SQL Server Analysis Service connector work in IaaS as well? Yes, as long as the IaaS VM is domain-joined and Azure Active Directory DirSync is set up.
- #17: Excel is the world’s most flexible and widely used data analysis tool, providing familiarity and flexibility when working with data, and optimized for data gathering / shaping / modeling / and analysis in the context of the Excel grid and native charts and graphs. Excel and Excel Online are fully supported by Power BI. You can publish your workbooks into Power BI to build dashboards and reports. You can also open your workbooks and view them with the full fidelity of Excel Online (note this requires that the customer own a subscription for Excel Online).
- #19: Power BI Desktop – currently known in preview as the Power BI Designer – is a powerful new visual data exploration and interactive reporting tool available for free at PowerBI.com. It provides a free-form canvas for drag-and-drop exploration of your data and an extensive library of interactive visualizations, while streamlining report creation and publishing to the Power BI service.
- #20: There is more…. 3. Power BI Desktop is a visual data exploration tool that enables you to analyze data and create stunning reports. With Power BI Desktop, you are able to: 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 4. Finally, the Power BI REST API library allows you to customize nearly every aspect of Power BI, including connecting to custom data sources, enabling real-time data streaming from your data source to Power BI, and integrating other applications with Power BI
- #21: Key message: Power BI Desktop is a visual data exploration and interactive reporting tool, providing a free-form canvas for drag and drop exploration of your data, an extensive library of interactive visualizations, and an authoring experience for ease of report creation for the Power BI service. Talking points: A freely downloadable 32/64bit desktop application optimized for use the Power BI Service Combines the Power of Power Query, Power Pivot and Power View Specializing in Interactive Visualization and Analysis Main output: Interactive Reports Effortlessly publish interactive visual reports to users of Power BI Updated regularly Excel 2013 is Microsoft’s premier business analyst tool – it includes rich business intelligence features (Power Query, Power Pivot, Power View, Power Map) fully integrated with the powerful ad hoc analysis capabilities and familiar features of Excel – like Pivot Tables and Excel Charting. With Excel 2013, analysts can publish Excel Workbooks to Power BI, sharing data, analysis and reports with users of Power BI. For customers who don’t have access to Excel 2013, the new Power BI Desktop can be used to import and model data, then author and publish Power BI Reports to the Power BI service. While lacking the rich analytical features of Excel, it does provide a simple solution expressly design for Power BI content creation.
- #22: Key message: 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 Talking points: Power BI Desktop is a free desktop companion application for the Power BI service. It enables visual data exploration and report-authoring. 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
- #23: Key message: Power BI Desktop allows you to connect to data sources beyond what powerbi.com supports Talking points: The four major categories of data source are Files, Databases, Azure Services and Other 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
- #24: Key message: Prepare and explore data intuitively Adjust, or shape, data into the form and format that fits your needs Combine data from different types of data sources to ensure consistent query semantics Mashup data across multiple data sources into a single table to support advanced analysis and reporting Talking points: A few examples – you can adjust data type, remove columns, change table names 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 Modify data types to support specific calculation requirements – some calculations require data in a specific format
- #25: Key message: Power BI Desktop enables extensive data analysis, enabling you to produce rich data models using formulas and relationships Talking points: 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 Develop advanced analytics using a combination of measures and relationships Uncover correlations, highlight exceptions and understand business outcomes
- #26: Key message: The reporting step is where the visual data exploration enabled by Power BI Desktop really comes to life Talking points: 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 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
- #27: Key message: The reporting step is where the visual data exploration enabled by Power BI Desktop really comes to life Talking points: 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 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
- #28: Key message: 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 Talking points: 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
- #29: Big Data – City of Barcelona To help design and deploy its Big Data solution, the city teamed with Bismart, a Microsoft Big Data partner and Microsoft Business Intelligence Partner of the Year. Bismart and Barelona created new services designed to improve efficiency and transparency. These include an Open Data service that collects and centralizes all public information from Barcelona’s City Hall. Another service uses a dashboard with key performance indicators that measure data from 100 systems about topics such as public transportation, the economy, and population demographics. And Barcelona also used the Big Data platform to streamline the planning for Spain’s largest festival, La Mercé, by analyzing petabytes of real-time data from social media feeds, financial transactions, GPS, traffic, and weather data, parking records, web site visits, and more. Machine Learning – Ziosk Predictive analytics to do targeted marketing and promotions on the Kiosks based on user behavior and historical data. With Power BI each manager would see a different slice of the data, based on his or her role. A Ziosk marketing manager might see an aggregation based on the company’s 77,000 (as of early 2015) devices. A corporate restaurant manager might see data for the entire chain, with breakdowns by region and restaurant. A manager in the restaurant might see data to show where and when to redeploy resources, such as moving a waiter from one section to another to reduce guest wait times. IoT – Montgomery Water Streaming data into Power BI from sensors across the water system to help optimize operations and cost efficiencies.
- #30: Thanks for taking the time to walk through the main capabilities of Power BI. If you’re ready to start exploring what Power BI can do for you and your organization, please visit powerbi.com.
- #32: Thanks for taking the time to walk through the main capabilities of Power BI. If you’re ready to start exploring what Power BI can do for you and your organization, please visit powerbi.com.
- #33: Thanks for taking the time to walk through the main capabilities of Power BI. If you’re ready to start exploring what Power BI can do for you and your organization, please visit powerbi.com.
- #34: Demo the service. Demo’s are available at //BI