[DW

Power BI Beyond
the Basics
Iman Eftekhari

Sydney Business Intelligence Nov 2014

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 Abstract
Power BI is a Microsoft's new self-service BI platform for both
on-premise and cloud-based data. It enables business Power
Users to make the most of their data by using the new data
discovery, analysis and visualisation features in Excel and
Office 365, in an easy to use environment that they are
already familiar with.
In this session we will go through the main features and
capabilities of Power BI using an end-to-end scenario. We will
also discuss best practices and tips along the way that will
enable you to get the best out of this new Microsoft
technology.

Sydney Business Intelligence Nov 2014

Sydney Business Intelligence User
Group

Power BI Beyond the

Basics
Iman Eftekhari
Agile BI
Iman Eftekhari
BI Consultant and Agile Coach
MCSE (BI), MCITP (BI), CSP,
Co-founder of Agile BI consulting
Co-organiser of the SYBIS (Sydney BI Social) Group
Worked on DW/BI projects with more than 20 clients
including banks, health, and the public sector in VIC,
NSW and QLD

Email iman.eftekhari@agilebi.com.au
Blog http://iman77.blogspot.com.au
Twitter @PowerBIAU
LinkedIn http://www.linkedin.com/in/ieftekhari
Website www.agilebi.com.au
Power BI Demo-1 Demo-2
overview End to end Case Study

Where does it Power BI vs. Power BI

fit? Competitors Licensing

Data Power BI vs. 3rd Party Tools

Management SharePoint
Gateway
The world of data is changing
10x 4.3
increase connecte
every d devices
five years per adult

85% Big Consumerizati 27%

from new using
data
types
Data on of IT social
media
input

By 2015, organizations that build a modern

information management system will
outperform their peers financially by 20
percent.
Gartner, Mark Beyer., Information Management in the 21st Century
Everyone
should have
access
to the data
they need
A powerful new way to work with
data
Self-service business intelligence and analytics with Excel and the
power of the cloud
Analyze in Excel Collaborate in Power BI for
1 Billion Office Users Office 365
1 in 4 enterprise customers on Office
365

Discover Analyze Visualize Share Question Mobility

Q&A

Scalable | Manageable | Trusted

Analyzing data with Excel
Easily discover and access public and corporate
data

Discover

Analyze

Visualize

Explore
Analyzing data with Excel
Model & analyze 100s of millions of rows of data

Discover

Analyze

Visualize

Explore
Analyzing data with Excel
Explore your data with interactive visualization

Discover

Analyze

Visualize

Explore
Analyzing data with Excel
Uncover new insights with 3D geospatial analysis

Discover

Analyze

Visualize

Explore
A powerful new way to work with
data
Self-service business intelligence with familiar Excel and the power of
the cloud
Analyze in Excel Collaborate in Power BI for
1 Billion Office Users Office 365
1 in 4 enterprise customers on Office
365

Discover Analyze Visualize Share Question Mobility

Q&A

Scalable | Manageable | Trusted

Share & collaborate with Power BI for
Office 365
BI Sites Quickly create collaborative BI sites

Shared Queries

Data Refresh

Data Search

Mobile Access
Natural
Language
Questions
Share & collaborate with Power BI for
Office 365
BI Sites Manage data queries for the team

Shared Queries

Data Refresh

Data Search

Mobile Access
Natural
Language
Questions
Share & collaborate with Power BI for
Office 365
BI Sites
Keep reports up to date with scheduled data
refresh

Shared Queries

Data Refresh
Power BI
Workbook
Data Search for Office 365
Cloud

On Premise
Mobile Access Data Management
Gateway
Natural Installed on-premises
Language
Questions
Share & collaborate with Power BI for
Office 365
BI Sites Maintain a data catalog of searchable data

Shared Queries

Data Refresh
Search for:
Data Search Public Data
Corporate Data
Shared Queries

Mobile Access
Natural
Language
Questions
Share & collaborate with Power BI for
Office 365
BI Sites
Stay connected with mobile access to your
reports

Shared Queries

Data Refresh

Data Search

Mobile Access
Natural
Language
Questions
Share & collaborate with Power BI for
Office 365
BI Sites
Ask questions of your data in natural
language

Shared Queries

Data Refresh

Data Search

Mobile Access
Natural
Language
Questions
A powerful new way to work with
data
Analyze in Excel Collaborate in Office
Discover Search, access, and
transform public and
internal data sources with
Power Query
Analyze
Easy data modeling and
lightning fast in-memory
analytics with Power Pivot
Visualiz
Bold new interactive data
e visualizations with Power
View and Power Map
Scalable | Manageable | Trusted
365
Share
Share data views and
workbooks refreshable from
on-premises and cloud
based data sources, with
Power BI Sites
Questio
Ask questions and get
n immediate answers with
Q&A natural language query
Mobility
Mobile access through
HTML5 and touch optimized
apps
Forrester - Microsoft as a Leader in Agile Business Intelligence
Share and collaborate with Power BI
for Office 365

Demo
Case-study

Demo
Where does this fit within my
organisation?
 Power BI Conceptual Architecture

Index

O365 Power Data

Public Cloud Public BI Cloud Data
Refresh
Data Data Sources
Sources Catalog
Corporate Power BI Data SPO team
Data Admin Management sites, BI Import Data
Catalog Center Portal Sites, Q&A

Import Data

Consume
Data
Refresh Publish reports & interactive
Publish queries Import data, reports, ask
create featured
Publish queries questions
Data Publish questions,
Management raw data configure
Gateway Configure Manage Data scheduled
sources or
expose refresh
them as
OData Power Query
Excel,
feeds Power Pivot
Power View Tablet/Mobil
Power Map e,
Corporate IT Admin Data IW IW Browser
Data Steward (Author) (Consumer)Silverlight,
Sources Import Data
HTML5
Import Data
IT Infrastructure Services for Power BI
Govern usage, secure access and grant authority
Provides a single pane of glass to manage and monitor
all services and servers
Enabling IT to expose and protect data sources and
complex feeds
Respond to incidents - service KPIs, SLA metrics, audit
logs
Role of the IT Admin in Power BI
Enabler of Self Service BI
Varying levels of control across data sources,
departments
Oversight and monitoring of cloud data access
Ability to make corporate data sources easier to
discover, and easier to access
Power BI Admin Center
Access via link in O365 admin portal
Configure Power BI roles
Install and monitor the Data Management Gateways
for your organization
Configure access to cloud enabled data sources
Expose OData feeds to corporate data sources
Where does this fit?
Where does this fit?

Scenario 1

Data exploration tool

Consumes data from your enterprise DW for
personal/team reporting requirements
Combine internal data with external data
sources
Self-service ETL, data modelling and data
visualisation
Where does this fit?

Scenario 2

Share datasets with the team

Share reports/files
Add governance and control around your
data/reports
Where does this fit?

Scenario 3

Use powerful features with minimum end-user

training
Utilise Power BI site to share and manage
datasets and reports across the
team/department or organisation.
Data Management Gateway, Scheduled
Refresh
Where does this fit?

Give end-user a more powerful tool that

requires minimum training
Add governance and control around your
data/reports
Seamless transition of BI applications from
Personal BI to Team BI to Organisational BI
Power BI vs. Competitors
Power BI vs. the other competitors
Feature Power BI Tableau Qlikview
Data Power View is not as rich Very strong visual analytics Similar level to tableau but
Visualisation as competitors in and dashboards not as easy to create
dashboards and visual dashboards but are
analytics. However, regarded as better quality
competitors do not have than tableau, may require
an equivalent tool to scripting
Power Map
Data Modelling Strong data modelling Basic data modelling tools Does have a data modelling
and analytics/ easier to tool but may require an IT
use than competitors specialist and is known for
taking time to perfect data
model
Combining data Ease of access to Large list of data source Ease of connection to
public/corporate data support and feeds proprietary data sources
sources including tables may struggle with others
from the web, merge and
append
ETL Power Query is easy to Does not have an ETL tool, Does have an ETL tool but
use powerful ETL tool, ETL needs to be done in a may not be included in
Q&A unique to Power BI database or via Excel standard package
Power BI and Tableau: Best Friends
Forever!

http://www.powerpivotpro.com/2014/11/power-bi-and-tableau-best-friends-forever/
Power BI Licensing
Licensing
Background: Telstra
Open license. Easy to understand?
Australia vs. US
New Office 365 Plans
Office 365 Business plans Business
Business
Essentials
Business
Premium

Price $8.25 $5 $12.5

Core
details
Seat Cap 300 (for each plan)

Office desktop apps

Office
applic iPad, Windows RT & smartphone apps

ations
Office Online

1TB cloud storage (OneDrive for Business)

Email, calendar (Exchange)

Stand
ard
Online meetings, IM (Lync)
servic
es
Team sites, internal portals (SharePoint)

Enterprise social (Yammer)

Full plan lineup Business
Business
Business
Essentials
Business
Premium
ProPlus
Enterprise

E1 E3
Targe
t
Price $8.25 $5 $12.5 $12 $8 $20
custo Seat Cap 300 (for each plan) Unlimited
mer
24/7 phone support from Microsoft Critical issues All issues

Word, PowerPoint, Excel, Outlook, OneNote, Publisher 2 2

Office iPad, Windows RT & smartphone apps

Office Online

Access

1TB cloud storage (OneDrive for Business)

Email, calendar (Exchange)

Stand Online meetings, IM (Lync)

ard
servi
ces Team sites, internal portals (SharePoint)

Enterprise social (Yammer)

Content discovery and search (Delve) 3

Active Directory integration

Licensed for hybrid deployment

Adva Support for shared computer activation

nced
servi
ces Video content management

Compliance Archiving, eDiscovery, mailbox hold

Licensing FAQ
Do I need any other products to use Power BI for Office 365?

Yes. Power BI for Office 365 requires SharePoint Online Plan 2. It also is
recommended but not required that Power BI for Office 365 customers
have Office 365 Pro Plus or Office 2013 Professional Plus for additional
Business Intelligence capabilities, including Power View, Power Query,
Power Pivot and Power Map Preview.

SharePoint Online Plan 2 and Office 365 Pro Plus are both included in
Office 365 Enterprise Plans E3 and E4 as well as Office 365 Education
Plans A3 and A4. SharePoint Online Plan 2A (Academic) also satisfies the
SharePoint requirement. SharePoint Online Plan 2 is also included in
Power BI for Office 365 Standalone offers but not in Power BI for Office
365 Add-on offers.
Licensing FAQ
Are Government and Academic pricing available for Power BI for
Office 365?

Yes. Government and Academic pricing are offered through the

MOSP/Direct, EA and Open licensing programs. Government pricing is also
available in Syndication, but Academic pricing is not.
Licensing FAQ
Can Power BI for Office 365 be purchased as an add-on to Office
365 Small or Medium Business plans?

No. Power BI for Office 365 requires SharePoint Online Plan 2 which is only
available in Office 365 Enterprise E3 and E4 or as a separate subscription.
Data Management Gateway
 Data Management Gateway

Data Management
Power BI Admin Center
Gateway

capabilities

Enabling Corporate Enabling Enabling Excel Workbook

OData Feeds Discovery in Data Refresh using
Power Query SharePoint Online
 Data Management Gateway -
Conceptual
Data Management Gateway
Connects to corporate data
sources and sends data to
Microsoft cloud services
through a secure channel
(Service Bus).
Secure Credential Store
All credentials used by the
gateway are stored on-
premises. Encrypted
backup of credentials can
also be stored in the cloud
Power BI Admin to enable business
Center continuity scenarios.
Allows IT to configure,
manage and monitor
access to corporate data
Corporate Data Sources
sources.
The Gateway can connect to

a variety of data sources.

 Extend with Hybrid Cloud Solutions
On-Premise Enable manual or scheduled Data Management Gateway
data refresh for reports in
Data Access
Office 365 to on-premise
sources

Enterprise Enable ease of discovery

Data Search with data search across on
premise data

Data Usage Monitor data usage across

your organization to optimize
& Telemetry
system investments

22
 Extend with Hybrid Cloud Solutions
On-Premise Enable manual or scheduled Data Catalogue
data refresh for reports in
Data Access
Office 365 to on-premise
sources

Enterprise Enable ease of discovery

Data Search with data search across on
premise data

Data Usage Monitor data usage across

your organization to optimize
& Telemetry
system investments

22
 Extend with Hybrid Cloud Solutions
On-Premise Enable manual or scheduled Data Catalogue
data refresh for reports in
Data Access
Office 365 to on-premise
sources

Enterprise Enable ease of discovery

Data Search with data search across on
premise data

Data Usage Monitor data usage across

your organization to optimize
& Telemetry
system investments

22
Current Limitations
Not all data sources can be refreshed
Cloud: Windows Azure SQL Database, SQL Server (in Azure VM), OData
On-Prem: SQL Server (2005+), Oracle (10g, 11g, and 11gR2)
New: Power Query support

Uses pre-defined credentials

Cloud: Embedded in workbook, or read from SharePoint Secure Store
On-Prem: Configure through the Power BI Admin Center
Data Management Gateway - OData
Expose SQL tables or views as OData feeds
Requires a primary key or unique index
Automatically registered in the Data Catalogue

Creates a cloud endpoint

Currently only used for discovery and authentication
Actual OData results are served from connection to Gateway

Consumable from Power Query

Org ID authentication, and redirection from cloud to on-premises
Gateway Configuration Details
Communicates with cloud services
Requires outgoing ports (9350-9354)
Falls back to 443/80 if the other ports arent open
No incoming ports from the internet (messages received via Service Bus)

Receives credentials from ClickOnce application

Serves OData feeds to on-prem clients
Requires incoming port
default: 8050 (and 8051 if HTTP is used)
Recommended to use HTTPS with signed certificate

Must be able to resolve DNS names for data sources

Data Sources
Available system wide
Users and groups configured through the portal
Static credentials used for refresh

Support for SQL Server and Oracle

More data sources coming soon

Complex Data Feed functionality

Expose SSIS data flow as SQL view
Corporate OData Feeds
Power BI Cloud
(1) Using Power Query Services
Anna connects to OData
feed

(2) Redirect to
gateway Data Management
Power Query
Gateway
(5) Returns OData
feed
(3) The Data
(4) Returns Result Management Gateway
connects to SQL Server
using either Windows
account or Database
account setup by IT
when creating the feed

58
Data Refresh from Power BI Sites
(2) Connects to
Excel Workbook Gateway Cloud Service
in SharePoint Gateway
Online Cloud Service
(8) Returns data to
Excel Workbook (7) Compress,
(1) Data refresh is
triggered from chunk and
Power BI Sites return the data
(3) Checks whether
user is authorized to
perform a refresh Data Management

(4) Sends command Gateway

(SQL statement,
connection string)
to on-premise (6) Return
Gateway Results

(5) Sends SQL to

SQL Server
Demo

Power BI Admin Center and the

Data Management Gateway
3 Party Tools
rd
Saasabi for Power BI
Delivers enhanced data security, data integrity,
usability and scalability
Cloud-based MOLAP engine for the analytical
processing of data into multi-dimensional models
Natively available via Windows Azure and
offered as software as a service (SaaS)
Seamless integration with Power BI

www.saasabi.com 62
Saasabi for Power BI
Features
Implement a full security model for Power BI with
granular user access control that is secure down to the
database member level.
Build a centralised data model to ensue the entire
organisation is working with a consistent and reliable
data set for analysis.
Consolidate data models to an average of 1/10th their
original size, handle data sets that are tens or even
hundreds of gigabytes in size.
All of the data resides in the cloud and processing takes
place on cloud-based servers for high-performance
queries.
Clean and tag incoming data to make it more usable for
everyone. Create views into the data ensuring users
are guided to the data that meets their needs.
Typical situation today
Data Sources

Number
crunchin
g

Computer with Excel and Power BI

With Saasabi for Power BI
Data Sources

Number crunching

Computer with Excel and Power BI

Power BI vs. SharePoint
Scenarios & Features by BI product
Excel in Office SharePoint Power BI for Office
365 ProPlus/E3 Online P2 365
BI content creation
Power Query, Power Pivot,
Power View, & Power Map
BI sharing & viewing

Viewing (HTML5): <10MB

Viewing (HTML5): <250MB

BI Sites (organized report

homepage)
Query Sharing & Enterprise Data
Search
Data Management & Mobility

Data Stewardship & Scheduled

Refresh
Q&A (Natural Language Query)

Power BI for Windows & iPad

(Mobile BI)
Power BI in Office 365 vs. SharePoint
SharePoint On Premise (Power SharePoint On Premise (IT
Feature Power BI for Office 365
User) Pro)
In memory Yes Yes Yes
Configurable up to SharePoint limit
Data size 250MB Unlimited (or limited by RAM)
(2gb)
Data Refresh Yes, using Gateway Yes, Power Pivot Gallery Yes
Direct access to on premise
No Yes Yes
data
Refresh from Power Query Yes No No
Support for Power View in
No Yes Yes
PowerPoint
Render Power Map in browser No No No

Create Power View reports No Yes Yes

Render Power View Sheets in
Yes Yes (SP 2013), No (SP 2010) Yes (SP 2013), No (SP 2010)
browser
HTML5 support / Mobile Access Yes No No

Natural Language (Q&A) query Yes No No

Synonyms in Power Pivot model Yes No No

Windows Authentication
Yes (DirSync) Yes Yes
(corporate domain)
Power BI in Office 365 vs. SharePoint
Max Workbook Size
Power BI: the maximum workbook size currently is 250MB.
Nearly all of the data needs to be in the Power Pivot model
because only 10MB is permitted outside of the model.

SharePoint: the maximum workbook size is 2GB.

 if you are still awake, say
YES!
Evolving Product
Example: Custom Map
Power BI Portal
www.powerbi365.com.au
 Resources
Getting Stated with Power BI for Office 365 preview
http://
office.microsoft.com/en-us/excel/power-bi-download-ad
d-in-FX104087144.aspx
Power BI blog http://blogs.msdn.com/b/powerbi/
Introduction to Power BI Admin Center
Power BI Admin Center Help
Restore a Data Management Gateway
Monitor System Health using the System Health OData F
eed
Publish SSIS Packages as OData Feed Sources
 Need a copy of the slides?
Download the slides from here:
http://www.agilebi.com.au/download
Or scan this:
 Sponsors

Sydney Business Intelligence Nov 2014