Learn Power BI with Power Pivot, Power Query, Power View, Power Map and Q&A

Microsoft Power BI Power Query | Power Pivot | Power View| Power Map

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Agenda of Day

Introduction To NMUG

Why we are here ? History Of Excel What is Power BI

What is Power Pivot Who, Why and How

PowerPivot PowerPivot Tab PowerPivot Demo

What is Power Query

Data Source used in PowerQuery

PowerQuery Tab PowerQuery Demo

What is Power View Deep dive on Power

View PowerView Tab PowerView Demo

What is Power Map Capabilities of

Power Map PowerMap Tab PowerMap Demo

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Agenda of Day

What is Power Query

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Agenda of Day

What is Power Query

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Agenda of Day

What is Power Query

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History of Excel

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Agenda of Day

What is Power Query

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The World of Data is Changing

70 % Excel User 30 Years Excel Enhancing Further Know Early Stage to Win

Excel Game

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Power BI Cloud

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Complete & Consistent Data

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Rapid Data Exploration & Visualization

Power View

Data Explorer

Power Pivot

GeoFlow

Reporting Services

Sharepoint

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Reduce dependency of Business on IT Department for BI

Quality Discovery Governance Visualization Big Data Integration

Enterprise BI Enablement – BI as a Service

Self Serve Platform/Advisory Services Stakeholder satisfaction

• Merge Data

• Build data

relationships

• Manage business

• Data Analysis

• Master Data

• Data cleansing

• Enterprise Data

Dictionary

• Data classification

• Collaboration

• Data certification

• Access Control

• Meta data

management

• Scorecards

• Dashboards

• Drilldown

• Data Modeling

• Pattern recognition

• Predictive analytics

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Power BI : The Big Picture

Power BI O365 Tenant

Power BI Admin Center

Data Management

Gateway

On-Premises

Data Catalog

Power BI Site

External Data

Q&A Power Query

Power View

Power Map

Power Pivot

Mobile App

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Databases

Flat Files

Reporting Services

Hadoop

SharePoint Lists

Internet

Active Directory

Facebook

Relationships

Calculations

Key Performance

Indicators

Tables

Charts

Exporting

Template

Tables

Charts

Apps For Office

3-D Maps

Hierarchies

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Microsoft Reporting Options

Excel PivotTables

Power View

PowerPivot Reporting Services

PerformancePoint

Main Purpose

Ad-hoc Reporting

Who Uses It

End Users

Requirements

Any Version of Excel

Main Purpose

Ad-hoc Analytics and Reporting

Who Uses It

Power Users

Requirements

Excel 2010 or Higher

Main Purpose

Pixel Perfect Static Reporting

Who Uses It

Developers

Requirements

SQL Server

Main Purpose

Data Exploration

Who Uses It

End Users

Requirements

SQL 2012 / SharePoint 2010 SP1 or Excel 2013

Main Purpose

Dashboards

Who Uses It

Developers

Requirements

SharePoint 2007 or Higher

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Data Options

Table PivotTable PivotChart Power View

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Complete Power BI Platform

Quality Discovery Governance Visualization Big Data Integration

Power BI Platform = SQL + Office

Power Query Power Query Power Query Power Query

Power Pivot Power Pivot

Data Mgmt. Gateway BI Sites

Power View

Power Maps

Q&A Q&A

BI Admin Center

Data Catalog Data Catalog

Mobile BI App

Pivot Charts

Self Serve Platform/Advisory Services Stakeholder satisfaction

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What is the Excel Data Model?

• It’s a Power Pivot data model that is built implicitly

• Way to have data in your workbook that isn’t in your worksheets

• Read-only

• Compatible with Power View

• When workbook uploaded to SharePoint, compatible with Analysis Services clients (if Power Pivot for SharePoint installed)

• Architecture

– Columnar storage

– In-memory query engine

• xVelocity in-memory Analytics Engine, f.k.a. VertiPaq

– Data highly compressed

– Queries are very fast

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Process to get Success in Power BI

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The tools in both worlds

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Microsoft Power BI for Office 365

Analyze

Visualize

Mobile

Discover Search, access, and transform public and internal data sources with Power Query

Share data views and workbooks refreshable from on-premises and cloud based data sources, with Power BI Sites

Easy data modeling and lightning fast in-memory analytics with Power Pivot

Bold new interactive data visualizations with Power View and Power Map

Ask questions and get immediate answers with natural language query

Scalable | Manageable | Trusted

Mobile access through HTML5 and touch optimized apps for Windows 8, RT and iOS tablets

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Powerful Self-Service BI with Excel 2013

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Collaborate and Stay Connected with Office 365

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Extend with Hybrid Cloud Solutions

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PowerPivot Unites Business Users and IT

Provides alignment between I.T. and Business Users

Empowered to create without IT dependence

Managing compliance and resources without user interference

• Provision

• Administer

• Secure

• Track

• Model

• Analyze

• Personalize

• Share data

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Seamless Transition of the Semantic Model

Team BI

Our Context

BI Solution created by power user. Context is for a small team & it’s managed on a server.

Personal BI Corporate BI

My Context

BI solution created by user. Context is only for

user & exists as document.

The Org’s Context

BI Solution created by IT, Established corporate context & is reusable,

scalable and backed up.

PowerPivot for Excel PowerPivot for SharePoint Analysis Services

Aligned Empowered

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Rode Map to Power BI Solution

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Traditional BI Flow vs. Self Service Flow

BI Team

Biz Models (Cubes)

Reports

SharePoint

Business Unit

SharePoint Team

Biz knowledge & toolset united

Weeks literally become hours

Data Sources

Traditional Approach

Scheduled Refresh

Security

One version of the truth

Transparency for IT

Usage Tracking

Workflow

Integration w/ Other Apps

Slide | 43 Source: Gartner (August 2011) [2995 respondents]

What are the Trends in BI?

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What are Dashboards?

• Visual displays of information needed to achieve one or more objectives*

• Single-Screen display of information

• Should answer fundamental questions

• Alert the user to issues or problems

• Operational, Performance, Personal

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What are Scorecards?

• Elements of a dashboard

• Align strategies and organizational goals

• Measure and manage Key Performance Indicators (KPI)

• Modeled after the business, not the data

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Power BI’s Ingredients & Data Analysis Workflow

Core Excel

Power Pivot

Power View

Power Query

Power Map

SharePoint/Tablet Apps

• Data Connection Wizard

• Power Pivot window

• Power Query Acquire

• Worksheet

• Power Pivot window

• Power Query Shape/Model

• PivotTables

• PivotCharts

• Power View

• Power Map

Visualize

• Excel Services

• Excel Web App

• Power BI tablet apps

Publish

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What are component of Power BI

Office 365 Self Service BI

Power Query

Power Pivot

Power View

Power Map

Q & A (Natural Language)

Power BI Sites

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Suite of Excel-Based, Self-Service BI Tools – Combined with the O365 Service Offering:

• Power Pivot – in memory tabular data warehouse and modeling engine

• Power View – interactive data exploration, visualization, and presentation experience that encourages intuitive ad-hoc reporting

• Power Map (a.k.a. “Geo Flow”) – geographic plotting tool for creating interactive 3D map

visualizations and tours

• Power Query – tool for searching, discovering, combining, and refining external data

• Power BI Apps – for Office 365 and Windows 8

What are component of Power BI

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Search – Find Data, Where is my Source

ETL-Extract Transform & Load , Relationship, FK,PK

Analysis , Prediction, Intelligence, Research

Result, Summery or Output

Power Query

Power Pivot

Power Map

Power View

What Power BI Component Actually Do ?

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Power Query

Power Pivot

Power Map

Power View

With Logo

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Search – Find Data, Where is my Source

ETL-Extract Transform & Load , Relationship, FK,PK

Analysis , Prediction, Intelligence, Research

Result, Summery or Output

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Agenda of Day

What is Power Query

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Power Query: Overview, Data Shaping, Manipulation

• Imports data from both conventional and novel data sources

• Brings the data into Excel worksheets and/or the Excel Data Model

• Web page data import that is far superior to Excel’s built-in facility

• Adds a lot of value to Power Pivot and Power View. – Provides access to additional data sources

• Uses a sophisticated underlying query language which users can completely ignore, or use directly (or just observe)

• Available for Excel 2010 or 2013. Data Model support only in 2013.

• Product is in preview.

• Configure data types

• Rename and remove columns

• Insert custom columns

• Split columns (i.e. convert delimited text to columns)

• Sort, Group

• Unpivot columns

• Filter data

• Replace values

• Keep top n rows, or specific range of rows

• Remove duplicates

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Getting External Data Into Excel

• Fetch data from disparate sources

– Relational databases and cubes

– Text files and web pages

• Filter and shape

– Select the data you want

– Split and reformat columns

• Refreshable queries

– Not just a one time copy & paste action

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Data Import Experiences

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Why Power Query?

Enables self-service data discovery, query, transformation and mashup experiences in Excel

Discovery and connectivity to a wide range of data sources, including publicly available data of all sizes & shapes.

Highly interactive and intuitive experience for rapidly and iteratively building queries over any data source, any size.

Consistency of experience, and parity of query capabilities over all data sources.

Joins across different data sources; ability to create custom views over data that can then be shared with team/department.

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Agenda of Day

What is Power Query

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PowerQuery & Data Source Accepted

• Find and connect data across a wide variety of sources

• prepare it for further analysis and modelling by tools such as Power Pivot and PowerView

• Use the JSON parser to create data visualizations over Big Data and Azure HDInsight

• 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.

• Search Data , Many Sources, Many transformations, Extensible by code (language M),Share to Power BI Data Catalog

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

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Data Sources

Windows Azure Marketplace

Windows Active Directory

SQL Azure Azure HDInsight

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Power Query: Caveats

• Sometimes augments, sometimes replaces the Data tab. This can get confusing.

• There are now three places to get at data:

– Data Tab

– Power Pivot window

– Power Query

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Agenda of Day

What is Power Query

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Agenda of Day

What is Power Query

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Power Pivot's history started with two internal Microsoft papers by Amir Netz in 2006, who was then an Architect in the SQL Server Analysis Team. The first paper introduced the concept of a BI “sandbox,” which was conceived as a product that would allow BI applications to be created in a much easier way—in a controlled environment that would include relational databases, multidimensional databases, and a reporting tool. While the paper helped to shape PowerPivot from concept to product, many of the original ideas changed. For example, in the original paper, Microsoft Access was the client application, not Excel, but nevertheless, many of Netz’s ideas formed the essence of PowerPivot.

2006 2008

2009 2010

2011 2012

2013 2014

Amir Netz

Formerly known as…

History of Power Pivot

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Add-In

SQL Server 2008 R2

Self Service BI

FREE !!

SQL Server 2012

SQL Server 2014

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Enjoy fast calculations and analysis on large data volumes 1

Use the PowerPivot for Excel 2010 add-in to get quicker analysis of large data sets on the desktop. PowerPivot, using its in-memory engine and efficient compression algorithms, can process even huge data sets with extremely quick performance. You can process millions of rows with about the same performance as a few hundred rows.

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Take advantage of Data Analysis Expressions. 2

Enjoy the familiarity of Excel expressions when using Data Analysis Expressions (DAX) to build advanced analysis applications. Perform powerful manipulations beyond standard Excel capabilities, follow relationships between tables as in a database, and define sophisticated calculations using familiar and intuitive expressions. Use powerful relational capabilities to create advanced analytics applications using expressions like SamePeriodLastYear(), ClosingBalances (), Previous Day(), etc.

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Capitalize on existing skills and familiar Excel features. 3

Leverage familiar Excel features that you already know, such as PivotTables, PivotCharts, and Slicers. Even the new DAX functions follow familiar Excel syntax. If you know how to work with Excel, you already know how to work with PowerPivot.

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Integrate data from virtually any source. 4

Discover intricate information by combining data from a multitude of sources, including relational databases, spreadsheets, reports, text files, and Internet data feeds. PowerPivot can determine data relationships automatically and create a customizable model of fact and dimension tables for fast in-memory analysis.

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Drill down to the key relevant data quickly 5

Take advantage of intuitive Excel slice-and-dice functionality to quickly focus on relevant data. Use the Slicer to view your data from different perspectives, filter the data to display just what you need, and enjoy new search capabilities to spend less time sifting through massive quantities of data and more time analyzing.

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Work seamlessly via a Web browser 6

Publish your analysis in SharePoint and access your shared applications directly in the browser without having to download the workbooks with all their data to every workstation. Enjoy an attractive user interface in SharePoint, browsing at its best, and the same performance and features as in the Excel client.

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Share and collaborate on analysis with others 7

Turn your workbooks into shared applications accessible virtually anytime and from almost any location to increase the productivity of your team with PowerPivot for Excel 2010. Benefit from all the available SharePoint features, such as role-based security, workflows, and versioning.

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Automatically refresh shared applications 8

Ensure that your team makes decisions based on most recent data by conveniently configuring the refresh cycle for your workbook applications in the SharePoint user interface. SharePoint can automatically update the data from any source.

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Discover and build upon existing solutions. 9

Reuse shared applications as data sources in new analysis to dig deeper, faster and compress decision cycles. Rely on SharePoint as a secure collaboration platform for centralized access to shared applications, browse the sites you have permissions to access, and integrate any available shared application into your current investigations and analyses.

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Track and monitor analysis applications from a central dashboard 10

Let your IT administrators monitor your shared applications to ensure that your solutions are continuously available. In a SharePoint environment, IT administrators can track usage patterns over time, drill down to obtain more details, discover solutions that become mission-critical through organic growth, and make sure appropriate server resources are available.

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Agenda of Day

What is Power Query

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VertiPaq Engine • 100% in memory, NO paging • Column store, not a row store • Averages 15x compression, but varies a LOT • Additional 2x on disk

–But most compression is preserved in RAM! –The compression IS the index

• Going into Relational Denali as a new Index Type

• Analysis Services – query able using “traditional” MDX!

• Column store, not a row store

Compression

• Averages 15x compression, but varies a LOT

• Additional 2x on disk

• But most compression is preserved in RAM!

• Going into Relational Denali as a new Index Type

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In-Memory

• Array of techniques

• Compression of Data

• manipulating the data

Compression algorithms

• Data patterns

• Data types

• Large Excel

• SharePoint has a 2GB maximum

No Row limit

• Large Database

• Concern Over Time

• desktop hardware architecture

• Memory error: Allocation failure

• Ultimately - have a limit

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Data Mining

Spreadsheet

Software-derived

Insight

Reporting

Ad-hoc Reporting

Monitoring

Analytics

PowerPivot

Hypothesis Strong Weak

Mind Driven Insight

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Agenda of Day

What is Power Query

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Agenda of Day

What is Power Query

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What is DAX?

• DAX is the new calculation language for PowerPivot

• MDX is still the query language

• It is a multidimensional calculation language like MDX, but the design goals were:

• Make it easy to do common calculations (easier than MDX)

• Make it easy to use for Excel power users, hence the Excel-based syntax

• DAX expressions are limited to a single (though often very long) line of code

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Why learn DAX?

• Your power users will be learning it, and you’ll need to understand what’s going on in their PowerPivot models

• It’s very likely that it will be used in future versions of SSAS – possibly as an alternative to MDX for some calculations

• We love both DAX and MDX, and MDX is not going away. The challenge for us is to bring them together. We have some promising directions. That said – I think you’ll see DAX evolving in new important directions that MDX will never cover, and a large and growing portion of the calc work will be done in DAX. So my advice stands: all you guys need to become DAX gurus ASAP. Amir Netz, Microsoft

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Row Context and Filter Context

• Row context refers to the current row where a calculation is taking place

• There is no row context without a DAX aggregation function

• Filter context refers to the currently selected item on each column on each table

• Very similar to the CurrentMember function in MDX, but handles multiselect elegantly

• Filter context follows the one-to-many relationships between tables

• Both row and filter context must be taken into account when writing expressions for calculated measures

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Row and Filter Context Examples

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Filter Context

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Filter Context

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Row Context

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Row Context with Calculation

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Row Context with Calculation

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Calculate()

• The Calculate() function is the key to all advanced DAX calculation functionality

• Signature: Calculate(Expression, SetFilter1, SetFilter2,...)

• It allows any expression to be evaluated in a specific filter context

• It works as follows: • Modifies the current filter context according to the SetFilter

arguments you pass in

• Shifts the row context onto the filter context

• Evaluates your expression in the new filter context

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Power View and it’s Features

• Oldest self serve BI add-ins available for Excel

• Now integral part of Excel

• Allows data modeling and interactive visualization in Excel

• Data size only limited by the amount of RAM available on your machine

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Agenda of Day

What is Power Query

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What is Power View 2010

SQL Server 2012 SharePoint 2010

Excel - PowerPivot

Power View

PowerPoint

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Agenda of Day

What is Power Query

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What is Power View – in 2013?

SQL Server 2012 SharePoint 2013

Excel 2013 - PowerPivot

Excel 2013 - Power View

PowerPoint

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Comparison of 2010 & 2013

2010 2013

Cannot connect Power View directly to SP list data

Can export list to PowerPivot

Must have latest version of PowerPivot

Users must have at least Read permissions – View does not work

Note that read-only user can edit a report – just cannot save it

Power View is in Excel

Appears as a worksheet

No SQL

No SharePoint

SharePoint uses Excel Services to present Power View

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Agenda of Day

What is Power Query

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Agenda of Day

What is Power Query

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Introducing Power Map

• Power Map Preview for Excel 2013 allows you to plot geographic and temporal data visually, analyze that data in 3D, and create interactive tours to share with others.

• This preview gives you an early look into the new features that provide 3D data visualization for Excel and a powerful method for people to look at information in new ways, enabling discoveries in data that might never be seen in traditional 2D tables and charts.

• We can download and install Power Map from

http://office.microsoft.com/en-in/excel/redir/XT104048049.aspx

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What we can do with Power Map

• Map Data: plot more than a million rows of data in 3-D, visually on Bing maps from an Excel worksheet table or the Data Model in Excel.

• Discover Insights: gain new understandings by seeing your data in geographic space and seeing time-stamped data change over time.

• Share Stories: capture screenshots and build cinematic, guided video tours that can be shared broadly, engaging audiences like never before. Tours can be exported to video and shared that way as well.

• Sales performance • Distribution of crime data • Disease control • Weather patterns • Seasonality analysis • Voting trends • Real estate assessment

Use of Power Map

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Agenda of Day

What is Power Query

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Capabilities of Power BI

Map Themes and labels Find a location

Scene transitions and effects Create, save, play, and delete tours and

scenes

Refreshing your data Flat Map & Legends

Geocoding Alerts Visualizing your geographic data

Navigating the 3-D environment Visualizing data over time

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Agenda of Day

What is Power Query

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Agenda of Day

What is Power Query

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Agenda of Day

What is Power Query

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Agenda of Day

What is Power Query

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Differentiating PowerPivot with other Technology

– PowerPivot and Tableau

– PowerPivot and BIG Data

– PowerPivot and HP system

– PowerPivot and Logix Agile

– PowerPivot and QlikView

– PowerPivot and DBA

– PowerPivot and SAP

– PowerPivot and MS SQL Server

– PowerPivot and Hadoop

– PowerPivot and Microsoft Dynamics NAV

– PowerPivot and Predixion Insight

– PowerPivot and PI System

– PowerPivot and PYRAMID

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• http://blogs.msdn.com/powerpivot/ • http://www.powerpivot.com/ • http://powerpivotgeek.com • http://powerpivottwins.com/ • http://powerpivotpro.com/ • http://www.powerpivot-info.com/ • http://cwebbbi.spaces.live.com • http://social.msdn.microsoft.com/Forums/en-

US/sqlkjpowerpivotforexcel/threads • http://www.business-intelligence.kdejonge.net/ • http://sqlblog.com/blogs/marco_russo/

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More Resource

• http://office.microsoft.com/en-us/excel-help/learn-about-data-explorer-formulas-HA104003958.aspx Formula cheat sheet

• Great post by datapig http://datapigtechnologies.com/blog/index.php/cool-things-you-can-do-with-data-explorer/

• On M language: http://blogs.msdn.com/b/modelcitizen/archive/2010/09/22/update-on-sql-server-modeling-ctp-repository-modeling-services-quot-quadrant-quot-and-quot-m-quot.aspx

• M language specs from Microsoft: http://msdn.microsoft.com/en-us/library/dd285271.aspx

• http://blogs.msdn.com/b/mlanguage/

• Downloadable 200 page doc on formula language (M) http://go.microsoft.com/fwlink/?LinkID=235474&clcid=0x409

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About Me - Vishal Pawar

• 7 + years of experience in Microsoft BI Stack • Microsoft BI Head in EnterprizeERP Consultancy Service • Currently working in The Most Group in MS BI Solutions Architecting • MS BI Consulting partner of Right Click Info • Professional Microsoft BI Trainer Mentalist Network • NMUG Community Leader , Speaker • Microsoft Community Representative for Navi Mumbai region. • SQL PASS Chapter Lead for Mumbai & Navi Mumbai • MCTS: Microsoft® Certified Technology Specialist -SQL Server 2008,Business

Intelligence Development and Maintenance • MCSA: Microsoft® Certified Solutions Associate • CSM: Certified Scrum Master from Scrum Alliance, US • BE-Computer Science & Engineering , RAIT , Mumbai • MBA-Information System, Arianth College , Pune • Blogging @ http://bimentalist.com , http://sqlmentalist.com • BI Articles :: 350+ , SQL Article – 400+, SQL Script – 350+

Learn Power BI with Power Pivot, Power Query, Power View, Power Map and Q&A

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