Power BI 2.

0
Juan Alvarado
MVP SQL SERVER
juan@Gyssa.com

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Turning data into business insights is challenging

Common BI challenges include

End-to-end view

Data often resides in disparate locations, making it

difficult to see a complete picture of your business

Multiple data sources

Data residing in SaaS solutions and other external

locations is difficult to access and refresh securely

Right data for the right

users at the right time

Different roles have different needs and business users

need the latest operational data

Power BI

Feature

Experience your data. Any data, any way, anywhere

Power BI is a cloud-based business
analytics service that enables
fast and easy access to your data
a live 360 view of your business
data discovery and exploration
insights from any device
collaboration across your organization
anyone to visualize and analyze data

Power BI Overview
Power BI service

Data
sources
SaaS solutions
e.g. Marketo, Salesforce, GitHub,
Google analytics

Content packs

Natural language query

Sharing & collaboration

On-premises data
e.g. Analysis Services

Live dashboards
Organizational content packs
Corporate data sources or external
data services

Visualizations

Azure services
Azure SQL, Stream Analytics

Reports

Excel files
Workbook data / data models
01001
10101

Power BI Desktop files

Datasets

Data from files, databases, Azure,

and other sources

Data refresh

Power BI Desktop
Prepare

Power BI REST APIs

Explore

Report

Share

Power BI Desktop

Feature

Prepare, explore, report and collaborate with

Power BI Desktop

Prepare

Acquire and prepare data with extensive

query capabilities
Explore

Establish data structure and transform

and analyze data
Explore data in new ways through a
freeform, drag-and-drop canvas

Report

Author reports with a broad range of

modern data visualizations
Share &
collaborate

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

Feature

Consolidate data from a broad range of sources

Use Query functionality to connect to data from a variety of sources beyond
those available from powerbi.com

Prepare

Navigate data quickly with in-memory processing that optimizes

performance
Explore

Report

Share &
collaborate

Pare down datasets to only whats needed by editing queries before data
loading
Data sources available through Power BI Desktop
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

Feature

Shape data into the format and structure you

need
Transform data to fit your needs
using intuitive UI

Prepare

Explore

o Select data for inclusion

Remove rows or columns

o Cleanse data and remove errors

Change a data type

o Precisely tune the query step

sequence: re-order, add, edit or
delete steps as needed

Report

o Modify data types to support

specific calculation requirements
Share &
collaborate

Common data-shaping
tasks

Very powerful for advanced

scenarios (M, Mashups)

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

Power BI Desktop

Feature

Produce rich data models using formulas

and relationships
Automatically create a model by importing data

Prepare

o Desktop detects relationships automatically,

categorizes data and applies default
summarization
Explore

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

Report

Apply complex schema and business logic to

create rich, reusable data models

Create and modify relationships

Define calculations known as measures to

generate new fields for use in reports
Share &
collaborate

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

Define and use measures with DAX

formulas

Power BI Desktop

Feature

Explore your data with freeform, drag and drop

canvas
Explore data in a variety of
ways and across multiple
visualizations

Prepare

Explore

Report

Share &
collaborate

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-anddrop canvas

Power BI Desktop allows you to explore your data and create

insightful visualizations on a freeform canvas

Power BI Desktop

Feature

Deliver valuable insights with customizable

visual reports
Visualize data and easily author
reports

Prepare

Explore

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

Report

o Title, Background Color, Legend,

Data Labels
Share &
collaborate

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

Power BI Desktop

Feature

Share your reports and visualizations with a

broad audience

Prepare

Save Power BI Desktop report files

and easily publish them to Power BI
Explore

Share as appropriate with other

Power BI users in your organization
Changes to dashboards
automatically sync across all users

Report

Import Power BI Desktop file in Power BI service

Share &
collaborate

Publish from Power BI Desktop to Power BI

service

Self-service signup for Power BI

Feature

Power BI Service
Easy signup
Content packs

Dashboards
Reports
Datasets
Visualizations

Free sign up in seconds

Power BI works with organizational
account, associated with your work or
school email address
Use same account in Power BI and
Azure Services
o avoid signing-in/out of different browser
sessions
o add your organizational account as co-admin
in Azure to use the same account in Power BI
and Azure

Password reset at
https://passwordreset.microsoftonline.com

Mobile
Q&A
Collaboration
Data refresh

(reset needs to be enabled by your O365 Admin)

Content packs in Power BI

Feature

Power BI Service
Easy signup
Content packs

Dashboards
Reports
Datasets

Get started with pre-built content

packs for popular SaaS solutions or for
your organization

Content packs include

o
o
o
o

pre-configured dashboards
reports
data models
embedded queries

Organizational content packs

o Package up and share your own dashboard,
reports, and datasets with your coworkers

Visualizations
Mobile
Q&A
Collaboration
Data refresh

(more about content packs in section Data Sources

section)

Stay connected from any device

Feature

Power BI Service
Easy signup

Access dashboards using native

mobile apps for Windows, iOS and
Android

Content packs

Set favorites for important

visualizations

Dashboards

Zoom in and out of a visualization

Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Data refresh

Annotate visualization and share

snapshot with others

Configure alerts to get notifications on

critical business KPIs
For more details go to
https://powerbi.microsoft.com/mobile

Ask questions of your data

Feature

Power BI Service
Easy signup
Content packs

Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Data refresh

Type questions in plain language

Power BI Q&A will provide the

answers
Q&A intelligently filters, sorts,
aggregates, groups and displays
data based on the key words in
the question
Pin the answers to your
dashboard

Set up data models with natural

key phrasing to enable the best
results

Keep all your data current

Feature

Power BI Service
Easy signup
Content packs

Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Data refresh

Real-time dashboards
o using the Power BI REST API or
o with built-in Azure Stream Analytics
integration

Live connectivity

Data refresh architecture

Live dashboards
and reports

o data is updated as user interacts with

dashboard or report
o to existing on-premise sources, e.g.
Analysis Services, with auto-refresh
o to Azure SQL Database with autorefresh

Live query

Secure
Credential
Store

Power BI

Automatic or scheduled refreshes

o regardless of where data lives
o SaaS data sources (automatic)
o Schedule refreshes for on-premise
data sources with Personal Gateway

Dynamics
Marketing

Popular SaaS
Solutions

SQL Server
Analysis
Services
(SSAS)

Feature

Scheduled refresh with Power BI Personal

Gateway

Power BI Service
Easy signup
Content packs

Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Data refresh

Personal Gateway empowers the business

analyst to securely and easily refresh onpremise data
No help from IT required to setup Personal
Gateway (on local machine) or schedule
refreshes
With the Power BI Desktop or Excel and the
Personal Gateway, data from a wide range
of on-premises sources can be imported and
kept it up-to-date

The Gateway installs and runs as a service

on your computer, using a Windows account
you specify
Data transfer between Power BI and the
Gateway is secured through Azure Service
Bus

Power BI Hybrid BI
Bring your data..

to life

On-premise
systems / other

Azure-resident
systems

SaaS Data
Sources

Power BI web browser

With natural language
query, visual exploration etc.

Power BI Mobile Apps

with dashboards, alerting
and visual exploration
Azure SQL/DW Azure

Stream Analytics

Excel
HDInsight

PBI Desktop

Real time Dashboards

using Push API or ASA

Power BI
AS Connector

Corporate
Data Sources

AS
Tabular

Power BI
Personal
Gateway

PREGUNTAS Y RESPUESTAS

juanbizzz@outlook.com
juan@Gyssa.com

Youtube.com/juanbizzz

Juan
Alvarado
@juanbizzz

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