Power bi introduction

Editor's Notes

• #3: Microsoft Vision: Today only about 10% of an organization’s business users can do business analytics. We believe everyone should have easy access to the data they need to make informed decisions. That’s our goal. The challenge is that accessing and analyzing data can be a daunting task. Where does the data live? How do I access it and get it into the right format so that I can analyze it? To solve this problem we need to make data of all types much easier to find, access, analyze, and share. This is the path we’re on.
• #6: Our Approach: Excel is the most commonly used analytical tool for business users – it truly is accessible to anyone. No other vendor has the ability to reach a billion users through tools they already know and use. Today Excel delivers end-to-end self-service BI functionality through capabilities such as Power Query, Power Pivot, Power View and Power Map. With the accessibility of Excel and proliferation of Office 365, we can lower the barrier of entry for businesses who want to take advantage of the benefits of business intelligence by putting the right analytics tools in everyone’s hands with no friction. Ease of deployment through Office 365.. Power BI dramatically simplifies and reduces the time it takes for IT to setup and manage the complex infrastructure needed for an enterprise wide BI platform. Power BI enables businesses to balance between the needs of business users working in Excel and an IT department’s requirements for agility, monitoring and governance. IT can also provide business users the ability to search and access IT sanctioned corporate data sources both on premises and in the cloud while monitoring query usage against their data.
• #7: Power BI for Office 365 is a complete self-service BI solution delivered through Excel and Office 365 that provides data discovery, analysis, and visualization capabilities to identify deeper business insights from data in Excel. The Power BI for Office 365 service is a cloud-based solution that enable collaboration and reduces the barriers to deploying a BI environment for sharing reports and accessing information.
• #8: Collaborate and stay connected with Office 365: Extends Self-Service BI with ease of collaboration and sharing of reports and data sets which reducing friction from deployment and adoption.  Power BI Sites – quickly create collaborative BI sites for your team to share reports. Larger workbook viewing is now supported (up to 250MB) so that users can view and interact with larger workbooks through the browser. Power BI sites provide a highly visual experience for sharing reports including live report tiles to ease in locate the right report quickly.
• #9: Manage data queries for the team With Power BI people can share not only workbooks but also the queries they create using Power Query in Excel. This allows members of the team to build and manage data queries for others to use when creating their own reports. Once published to Power BI users can define who they want to share their data queries with and track who’s accessing which queries. Data queries are registered with the Data Catalog so that they can be easily discovered through data search in Excel. If a user tries to access a query but they do not have access to the underlying data source, a workflow will allow them to request access from the DBA responsible for the data.
• #10: Keep reports up to date with data refresh A cloud based Business Intelligence solution must enable you to keep your reports connected to your on-premises data to keep their data fresh. Keep your reports up to date by scheduling when the data should refresh. The Data Management Gateway allows reports that have been saved to the cloud to connect back to on-premises data sources to refresh data. Scheduled data refresh for your reports Connect cloud based report to on-premises data The data management gateway is installed and configured by IT on-premises, and enables reports to connect through the firewall back to their underlying data sources.
• #11: Maintain a Data Catalog of searchable data IT departments can now use the Data Catalog feature of Power BI to make it easier for everyone to find and connect to corporate data. The Data Catalog is a feature of Power BI which serves as a search engine for data, the IT department can register data from across the organization with the Data Catalog. This data is then searchable from within Power Query in Excel so that users can easily find and connect to corporate data they need without having to call IT with one off data requests. When searching for data from Excel, users will now receive results from public data sources, corporate data sources managed by IT, as well as data queries that colleagues are publishing into Power BI. Making it easier to discover what connect exists and reducing duplicative efforts across the organization. The Data Catalog also tracks data access and usage across the organization, providing IT with better telemetry for data governance and resource allocation.
• #12: Stay connected with mobile access to your reports Mobile BI access to reports in Office 365 is provided through two mechanisms. First, Excel and Power View reports now render in HTML5 so that you can access these reports from any HTML5 compatible browser, on any device. The second, is through native mobile BI apps connect to the Power BI service to keep users connected to their favorite reports, which they can view and explore from their tablet devices. Windows 8.1 tablet devices will be supported are currently supported and iOS will be supported in H2 of CY2014.
• #13: Power BI enables business users to interact with their data in natural language. The natural language query capability allows users to ask questions of their corporate data and get instant and visual results. The experience is instantaneous and uses natural language query. Q&A interprets the semantics of the question the user is asking and serves up the correct interactive chart or graph. It’s as easy as going to a colleague to ask a question. This dramatically increases how many business users can get more value from their existing BI solutions.
• #14: Power BI solves the same problems that businesses have struggled with for years; but with different techniques, tools and features. Focus On What Matters Understand where you are now and what really matters Stay In The Know As your business changes, your data changes … you need the most current data to make the most informed decisions Spot Trends A picture says a 1000 words; visual presentations of your data show trends, how your actions are aligning to your goals & objectives Push Your Business Further You have a business to run and need to provide that service or product better than every other business Many times in our businesses we are simply unaware of where the good data is What are the systems of record within your business? Where is that “One Source of the Truth” for your business as it relates to Your Finances Your Customers Your Vendors Your Clients Ultimately, those are the big ideas behind Power BI.
• #17: You could view your data like this … And reveal what the business community has coined as “actionable insights”! You have probably seen some of this capabilities if you have ever used Excel 2013 and if you’ve gotten curious and … Activated the add-in included within Excel 2013 called Power Pivot
• #18: AND if you were more curious … You may have downloaded and activated the additional free add-ins of Power Query Power View Power Map These features provide some great querying, modeling and presentation capabilities. So, we have to ask the question - if I have Excel on Steroids, why would I want Power BI
• #19: 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
• #20: 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 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
• #23: PBI registration requires a Work Email account to get started.
• #24: One of the first things you will want to explore with the PBI environment is the familiar Site Actions GEAR icon. Select that to reveal The amount of space available With PBI Pro, I have the ability to create a Content Pack Manage my Admin Portal Manage my Gateways (Personal or Enterprise) Manage other settings Dev Tools And finally Manage Embed Codes
• #25: In addition, PBI Pro
• #27: One of the first things you will want to explore with the PBI environment is the familiar Site Actions GEAR icon. Select that to reveal The amount of space available With PBI Pro, I have the ability to create a Content Pack Manage my Admin Portal Manage my Gateways (Personal or Enterprise) Manage other settings Dev Tools And finally Manage Embed Codes
• #30: With our current ‘PRO’ subscription, we have 10GB of storage available.
• #32: With our current ‘PRO’ subscription, we have 10GB of storage available.
• #41: The bulk of the remaining presentation will be on these topics in no certain order.
• #42: With our current ‘PRO’ subscription, we have 10GB of storage available.
• #44: With this option The Excel File is managed in its entirety in ODB The worksheet data, power views, charts, pivot tables, etc. are all managed within Excel
• #45: Within PBI Limited ability to manipulate the presentation pieces Do have the ability to pin selected charts or sections of the data to a dashboard NOTE: Do not use the Excel Power View features in Excel as they require Silverlight; even with Silverlight installed, IE still had issues.
• #46: With this option The Excel File worksheet data is managed within ODB A connection is made between ODB and PBI The remaining presentation details are performed within PBI
• #55: Embed an HTML Snippet web part onto the page and insert the HTML from the prior Power BI page.
• #56: Embed an HTML Snippet web part onto the page and insert the HTML from the prior Power BI page.
• #58: For PBI on the Desktop, download both Desktop Gateways (Personal or Enterprise)
• #59: If you already have an existing PBI Desktop file, we can simply open that file, make any updates and publish to our PBI Workspace in the Cloud.
• #60: As we don’t have an existing PBI Desktop file already created, we can start with a simple Excel file. We are greeted with an Import Prompt: Navigator We can continue with the LoadOR We can perform some pre-edit cleanup of the data source by clicking on the Edit button We continue with the Load
• #61: We are greeted with the blank looking canvas. This is actually the Reporting workspace where we can build out our visuals.
• #62: We are greeted with the blank looking canvas. This is actually the Reporting workspace where we can build out our visuals.
• #63: We are greeted with the blank looking canvas. This is actually the Reporting workspace where we can build out our visuals.
• #64: We are greeted with the blank looking canvas. This is actually the Reporting workspace where we can build out our visuals.
• #65: We are greeted with the blank looking canvas. This is actually the Reporting workspace where we can build out our visuals.
• #66: We are greeted with the blank looking canvas. This is actually the Reporting workspace where we can build out our visuals.