Brent Tenney - Power BI and You

Report
Power BI and You
Brent Tenney
JourneyTEAM - www.journeyteam.com – 801.565.9199
Agenda
• What is Power BI?
– Power
– Power
– Power
– Power
Query
Pivot
View
Map
• Power BI App
• How To Get Started
JourneyTEAM - www.journeyteam.com – 801.565.9199
Brent Tenney
SharePoint consultant with
since 2004
B.A. in Information Systems from the University of Utah
Microsoft Certified Solutions Master: SharePoint R15
JourneyTEAM - www.journeyteam.com – 801.565.9199
• Expertise:
– SharePoint
– Dynamics CRM
– Dynamics ERP - Great Plains (GP), Solomon (SL)
JourneyTEAM - www.journeyteam.com – 801.565.9199
Agenda
• What is Power BI?
– Power
– Power
– Power
– Power
Query
Pivot
View
Map
• Power BI App
• How To Get Started
JourneyTEAM - www.journeyteam.com – 801.565.9199
What is Power BI?
•
Excel Features
–
–
–
–
•
Query – easily discover and connect to data from public and corporate data sources
Pivot – create a sophisticated Data Model directly in Excel
View – create reports and analytical views with interactive data visualizations
Map – explore and navigate geospatial data on a 3D map experience in Excel
Power BI for Office 365
–
–
–
–
•
Power
Power
Power
Power
Power BI Sites – share, view, and interact with reports in these collaborative Power BI sites
Power BI Q&A – use natural language queries to find, explore, and report over your data
Query and Data Management – share and manage queries and data sources, and view query usage
analytics
Power BI Windows Store App – view reports on the go, with the Power BI app
IT Infrastructure Services for Power BI
–
–
–
Provision Power BI for Office 365 – create a tenant, and get Power BI for your organization
Power BI Admin Center – manage your organization’s Power BI infrastructure from a site
Data Management Gateway – connect on-premises data to the cloud, seamlessly and securely
JourneyTEAM - www.journeyteam.com – 801.565.9199
Agenda
• What is Power BI?
– Power
– Power
– Power
– Power
Query
Pivot
View
Map
• Power BI App
• How To Get Started
JourneyTEAM - www.journeyteam.com – 801.565.9199
Power Query
… for discovering, combining, and refining
data across a wide variety of sources ...
JourneyTEAM - www.journeyteam.com – 801.565.9199
with Power Query, you can …
•
•
•
•
•
•
•
•
•
•
Find and connect data across a wide variety of sources.
Merge and shape data sources to match your data analysis requirements or
prepare it for further analysis and modeling by tools such as Power Pivot
and PowerView.
Create custom views over data.
Use the JSON parser to create data visualizations over Big Data and Azure
HDInsight.
Perform data cleansing operations.
Import data from multiple log files.
Perform Online Search for data from a large collection of public data
sources including Wikipedia tables, a subset of Windows Azure Marketplace,
and a subset of Data.gov.
Create a query from your Facebook likes that render an Excel chart.
Pull data into Power Pivot from new data sources, such as XML, Facebook,
and File Folders as refreshable connections.
With the Power BI Preview edition, you can share and manage queries as
well as search data within your organization.
JourneyTEAM - www.journeyteam.com – 801.565.9199
Power Query Data Sources
Web page
Excel or CSV file
XML file
Text file
Folder
SQL Server database
Windows Azure SQL
Database
• Access database
• Oracle database
•
•
•
•
•
•
•
IBM DB2 database
MySQL database
SharePoint List
OData feed
Hadoop Distributed
File System (HDFS
• Windows Azure
Marketplace
• Active Directory
• Facebook
•
•
•
•
•
JourneyTEAM - www.journeyteam.com – 801.565.9199
Demo
• Wikipedia: list of countries by gun ownership
• Census: population by state
• SharePoint: BradyScores
• FBI: Total NICS Firearm Background Checks
• FBI: NICS Firearm Background Checks by
Year
JourneyTEAM - www.journeyteam.com – 801.565.9199
Agenda
• What is Power BI?
– Power
– Power
– Power
– Power
Query
Pivot
View
Map
• Power BI App
• How To Get Started
JourneyTEAM - www.journeyteam.com – 801.565.9199
Power Pivot
… an add-in that enables you to perform
powerful data analysis in Excel 2013 …
JourneyTEAM - www.journeyteam.com – 801.565.9199
with Power Pivot you can …
• get data using Power Pivot add-in
• create relationships between tables (super VLOOKUP)
• define hierarchies (e.g. city > state > country)
• write advanced formulas with DAX
• create KPIs based on calculated fields
• create Perspectives (custom views)
JourneyTEAM - www.journeyteam.com – 801.565.9199
Power Query vs Power Pivot
JourneyTEAM - www.journeyteam.com – 801.565.9199
Agenda
• What is Power BI?
– Power
– Power
– Power
– Power
Query
Pivot
View
Map
• Power BI App
• How To Get Started
JourneyTEAM - www.journeyteam.com – 801.565.9199
Power View
… an interactive data exploration,
visualization, and presentation experience
that encourages intuitive ad-hoc reporting ...
… quickly create a variety of data
visualizations, from tables and matrices to
bar, column, and bubble charts, and sets of
multiple charts …
JourneyTEAM - www.journeyteam.com – 801.565.9199
Excel Services vs Excel Web App
TASK
SUPPORTED IN EXCEL SERVICES?
(SHAREPOINT SERVER, ON PREMISES)
SUPPORTED IN EXCEL WEB APP (OFFICE
WEB APPS, ON PREMISES)?
Create or edit a workbook in a browser
window
No
Yes
View and interact with a workbook that
contains a Data Model
Yes
No
View and interact with a workbook that
contains Power View views
Yes
No
View and interact with items, such as
PivotChart reports, PivotTable reports,
timeline controls, and slicers
Yes
Yes, so long as those items do not use a Data
Model as their data source.
View and interact with a workbook that
contains calculated items (such as Calculated
Fields, Calculated Measures, or Calculated
Members)
Yes
Calculated Fields are not supported.
Calculated Measures and Calculated Members
are supported for viewing.
Display a single item from a workbook in its
own Web Part
Yes
Using the Excel Web Access Web Part that is
available with SharePoint Server 2013, you
can display a single item (such as a
PivotChart report, a PivotTable report, a
worksheet, or a range of data) in its own Web
Part.
You can also use the Gallery View in Excel
Services to display named items in a browser
window. See Share workbooks using Excel
Services.
Yes
Using Excel Web App, you can share an entire
workbook and to some extent, customize how
it appears.
In addition, if your environment includes
SharePoint Server 2013 alongside Office Web
Apps Server, you can use an Excel Web
Access Web Part to display all or part of an
Excel workbook in its own Web Part.
SeeShare workbooks using Excel Services.
Refresh external data in a workbook
It depends on the data sources that are used
and how the environment is configured.
See Working with external data in Excel
Services for more information.
It depends on the data sources that are used
and how the environment is configured.
See Working with external data in Excel
Services for more information.
JourneyTEAM - www.journeyteam.com – 801.565.9199
Continued
Capability
Excel Services in
SharePoint 2010
Excel Web App (part of Office Web
Apps)
View
x
x
Edit
x
Collaboration
x
Create New
x
Create Excel-Driven Dashboards
x
Display New Visualization
x
x
External Data
x
x
- Anonymous
x
x
- Secure Store
x
- PowerPivot
x
Web Services API
x
REST API
x
JavaScript OM
x
User-Defined Function
x
x
JourneyTEAM - www.journeyteam.com – 801.565.9199
Demo
JourneyTEAM - www.journeyteam.com – 801.565.9199
Agenda
• What is Power BI?
– Power
– Power
– Power
– Power
Query
Pivot
View
Map
• Power BI App
• How To Get Started
JourneyTEAM - www.journeyteam.com – 801.565.9199
Power Map
… plot geographic and temporal data
visually, analyze that data on a 3-D globe
and over time, and create visual tours to
share with others …
JourneyTEAM - www.journeyteam.com – 801.565.9199
Geographic & Temporal Data
• each row of data needs
– geographic value:
•
•
•
•
•
•
latitude/longitude pair
city
country
zip code
state / province
address
– date/time field
JourneyTEAM - www.journeyteam.com – 801.565.9199
Demo
JourneyTEAM - www.journeyteam.com – 801.565.9199
Agenda
• What is Power BI?
– Power
– Power
– Power
– Power
Query
Pivot
View
Map
• Power BI App
• How To Get Started
JourneyTEAM - www.journeyteam.com – 801.565.9199
Power BI App
… provides live mobile access to the
important business information stored in
your Office 365 account. View and interact
with Excel and Power View content on any
Windows 8 or Windows RT tablet or PC …
JourneyTEAM - www.journeyteam.com – 801.565.9199
Demo
JourneyTEAM - www.journeyteam.com – 801.565.9199
Agenda
• What is Power BI?
– Power
– Power
– Power
– Power
Query
Pivot
View
Map
• Power BI App
• How To Get Started
JourneyTEAM - www.journeyteam.com – 801.565.9199
How To Get Started with Power BI
1) install Excel 2013 Professional Plus
2) enable the Power View add-in
a)
b)
File > Options > Add-Ins > COM Add-Ins
install Silverlight
3) download the Excel add-ins:
a) Power Query
b) Power Map
4) sign up for the Power BI for Office 365 Preview
a) assign licenses to user(s)
b) provision team site
5) download the Power BI App from the Windows Store
JourneyTEAM - www.journeyteam.com – 801.565.9199
Questions & Answers
Contact Information:
[email protected]
JourneyTEAM - www.journeyteam.com – 801.565.9199
The user group for SharePoint End Users
Come see us in the Community Lounge at SPS Utah
• Topic: Tips and Tricks to Get More Out of SharePoint
• When: February 11th, 8:00AM - 9:00AM
• Where: WesTech Engineering, 3665 S W Temple, Salt Lake City, UT 84115
• Sponsor:
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Special Thanks to our Platinum Sponsor
…and our Gold Sponsor
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