Power BI Technical Reference Deck July 2015
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Transcript of Power BI Technical Reference Deck July 2015
Microsoft Power BI Technical Reference Deck
Level 300 Deck
Jen UnderwoodSr. Program Manager@idigdata www.jenunderwood.com
Today, BI extends to everyone
Everyone
Analyst to end user
IT to end user
2nd waveSelf-service BI
1st waveTechnical BI
3rd waveEnd user BI
Turning data into business insights is challenging
Common BI challenges include…
Multiple data sourcesData residing in SaaS solutions and other external locations is difficult to access and refresh securely
End-to-end viewData often resides in disparate locations, making it difficult to see a complete picture of your business
Right data for the right users at the right time
Different roles have different needs and business users need the latest operational data
Feature
• Power BI is a cloud-based business analytics service that enables• fast and easy access to your data• a live 360º view of your business• data discovery and exploration• insights from any device• collaboration across your
organization• anyone to visualize and analyze
data
Power BIExperience your data. Any data, any way, anywhere
Key benefits and differentiators of Power BI
Pre-built dashboards and reports for popular SaaS solutions
Integrated with familiar Microsoft products and utilizes commitment for scale & availability in Azure
Intuitive data exploration using natural language query
Real-time dashboard updates
Fast deployment, hybrid configuration, secure, and integrated with existing IT systems.
Secure, live connection to your data sources, on-premises and in the cloud
Power BI Overview
Data sources
Power BI service
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google analytics
On-premises datae.g. Analysis Services
Organizational content packsCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Excel filesWorkbook data / data models
Power BI Desktop filesData from files, databases, Azure, and other sources
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaboration
Power BI
Natural language query
Reports
Datasets0100110101
Power BI Overview
Power BI REST APIsPower BI Desktop
Prepare Explore ShareReport
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Data sources
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google analytics
On-premises datae.g. Analysis Services
Organizational content packsCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Excel filesWorkbook data / data models
Power BI Desktop filesData from files, databases, Azure, and other sources
Power BI
Power BI service
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaborationNatural language query
Reports
Datasets0100110101
Feature
Self-service signup for Power BI
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 Serviceso avoid signing-in/out of different
browser sessionso 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(reset needs to be enabled by your O365 Admin)
Power BI Service
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Feature
Content packs in Power BI
Get started with pre-built content packs for popular SaaS solutions or for your organization
Content packs includeo pre-configured dashboardso reportso data modelso embedded queries
Organizational content packso Package up and share your own
dashboard, reports, and datasets with your coworkers
(more about content packs in section Data Sources section)
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Power BI building blocks: dashboards
• To see, in one glance, all the information needed to make decisions
• To monitor the most-important information about their business
• To ensure all coworkers are viewing and using the same information
• ONE dashboard...o can display visualizations from many
different datasetso can display visualizations from many
different reports
Dashboard
Report Dataset
1
M
1
M
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Build interactive dashboards from reports Different ways to build reports
o import data from various data sources
o upload pre-existing reportso construct interactive reports
from scratch Pin charts from reports to a
dashboard with one click
Edit your reports and dig deeper into your data byo adding and removing fieldso changing visualization typeso creating new visualizationso adding / deleting visualizations
and pages from the report
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Power BI building blocks: reports
• A Power BI report is one or more pages of visualizations (charts and graphs)
• Reports can be created from scratch within Power BI or can be imported with datasets and with shared dashboards
• ONE report...o can be associated with multiple
dashboardso can be created using data from one
dataset (however in Power BI Desktop you can combine more than 1 dataset into a single report and that report can be imported into Power BI)
Report
Datasets Dashboard
1
1
1
M
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Report Pane
Create interactive reports from scratch
• Create a report from scratch based on a dataset
• Power BI will provideo report paneo visualization typeso filterso format menuso datasets with fields and associated
tables
• You can select fields from different tables for visualizations
• Select the desired visualization type, set axes, legend and values fields
• Apply filters if needed• Select a title, set the color of
background and data points, set legend on/off
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Use filters on reports
Filters apply to entire report or selected visual
Report owners can add filters to a report and those filters are saved with the report
Report viewers can interact with the filters, but no changes are saved with the report
Filter typeso Text field filterso Numeric field filterso Date and time field filters
Filter modeso List mode – to toggle the state of all valueso Advanced mode – select a range or start/end
values. Build complex filter expressions with multiple conditions (And/Or)
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Use aggregations in a chart on a report
Numeric fields in Power BI are imported with the data (defined in the data model your report is based on)
In the Field List, numeric fields are shown with the ∑ symbol
Summarization options:o Do Not Summarize - each value is
treated separately and not summarizedo Sum - adds up all the values in that
fieldo Average - takes an arithmetic mean of
the valueso Minimum - shows the smallest valueo Maximum - shows the largest valueo Count (Not Blanks) - counts the
number of values in that field that are not blank
o Count (Distinct) - counts the number of different values in that field
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Power BI building blocks: datasets
• A dataset is something that you connect to
• Each listed dataset represents a single source of data
• ONE dataset...
o Can be used over and over
o Can be used in many different reports
o Visualizations from that one dataset can display on many different dashboards
Dataset
Report Dashboard
1
M
1
M
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
See data the way you want it
• Visualize data in a variety of ways
• Growing number of visualization types
• including donuts, basic area, waterfall, filled maps, tree maps, funnel, gauges combo charts and more
• Cross-filter across visualizations within a report to surface new insights
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Custom visualizations
• Developers can add custom visuals into Power BI for use in dashboard, reports and content packs
• Microsoft has published the code for all Power BI visualizations to GitHub
• The visualization framework, the test suite and tooling is provided to help the community build high quality custom visuals for Power BI
• For more information see http://powerbi.Microsoft.com/custom-visuals
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Stay connected from any device
Access dashboards using native mobile apps for Windows, iOS and Android
Set favorites for important visualizations
Zoom in and out of a visualization
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
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Ask questions of your data
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
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
More about Power BI Q&A
• Type questions in plain language – examples:
−Filter: “city with gross margin is less than 20000 this year”
−Sort: “Show city with stores sorted by store count descending”
−Aggregate: “sales by fiscal month as card chart”
• Modify the type of visualization
• Add or remove fields
• Add filters
• Pin the answers to your dashboard
• Set up data models with natural key phrasing for best results
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Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Collaborate and share dashboards
Easily share dashboards and reports across your organization
Sharing can be controlled and enabled by IT using Office 365 groups
Changes to dashboards automatically sync across all users
Datasets for dashboards and reports reside in the group’s workspace
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Keep all your data current
Real-time dashboardso using the Power BI REST API oro with built-in Azure Stream
Analytics integration Live connectivity
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 auto-refresh
Automatic or scheduled refreshes o regardless of where data liveso SaaS data sources (automatic)o Schedule refreshes for on-
premise data sources with Personal Gateway
Data refresh architecture
Live query
Popular SaaS Solutions
Live dashboards and reports
Dynamics Marketing
Power BI
SQL Server Analysis Services (SSAS)
Secure Credential Store
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Scheduled refresh with Power BI Personal Gateway
Personal Gateway empowers the business analyst to securely and easily refresh on-premise 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
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
More about Power BI Personal Gateway
Power BI Personal Gateway is required in order to refresh datasets that get data from a supported on-premises data source in your organization
REFRESH NOW and SCHEDULE REFRESH are supported for datasets uploaded from:
o Microsoft Excel 2013 (or later) workbooks where Power Query or Power Pivot is used to connect to and query data from a supported on-premises data source
o Microsoft Power BI Desktop files where Query is used to connect to and query data from a supported on-premises data source
Dataset = data uploaded into the Power BI service from an online or on-premises data source
Data source = data you upload into a dataset really comes from
Supported on-premise data sources:• SQL Server• Oracle• Teradata• IBM DB2• PostgreSQL• Sybase• MySQL• SharePoint List (on-premises)• File (CSV, XML, Text, Excel,
Access)• On-premises SQL Server
Analysis Services Tabular models (uploaded data;
• not live connections)• Folder• Custom SQL/native SQL
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
SaaS D
ata
Sourc
es
Power BI web browserWith natural language query, visual exploration etc.
Power BI Hybrid BIA
zure
-re
sident
syst
em
s
Azure Stream Analytics
Azure SQL/DW
HDInsight
Power BI Mobile Appswith dashboards, alerting and visual exploration
Bring your data….. …to life
AS Tabular
CorporateData Sources
PBI Desktop
Power BIAS Connector
Excel
On-p
rem
ise
syst
em
s /
oth
er
Real time Dashboards using Push API or ASA
Power BI Personal Gateway
Feature Data from your organization
o Content published by others in your org (organizational content packs)
Data from serviceso SaaS services that you already useo Office 365 for Admin reporting
Data from fileso Import data from Excel or Power BI
Desktop Big data and more
o Azure data services, e.g. HDI, ASA, AML etc.
o On-premises data sources, e.g. SSAS
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
Data sources
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Built-in connectivity for all your data
Feature
Connect to cloud services you already use - popular SaaS solutions
Quickly start with solution-specific content packs which includeo pre-configured dashboardso reportso data modelso embedded queries
Explore data with fast data processing
Automatic data refresh is built-in
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Start discovering business insights right away
Please refer to this site for up to date list of SaaS partners
Data sources
FeatureSaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Example: Salesforce content pack for Power BI• Easily connect to your
Salesforce.com account
• Automatically retrieve your data and get a dashboard and related reports configured, based on your data
• With a connection to your Salesforce account, you can explore your data and change the dashboard to meet your needs
• The data is refreshed automatically once a day
Data sources
FeatureSaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Example: Salesforce content pack for Power BI• Configure what you want to
import into Power BI
−Dashboards:
o based on persona, e.g. Sales Manager or Sales Rep
o dashboards bring in a specific set of standard data from Salesforce and will not include custom fields
− Reports:
o select one or more custom reports from your Salesforce account
o reports will match your views in Salesforce and can include data from custom fields or objects.based on persona, e.g. Sales Manager or Sales Rep
Data sources
FeatureSaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Example: Salesforce content pack for Power BI• You can change the
dashboard to display your data any way you want
• Ask questions with Q&A
• Click a tile to open the underlying report and change the tiles in the dashboard
Requirements:• Connected with a Salesforce account that has API access enabled• Permission granted to the Power BI app during log-in• The account has sufficient API calls available to pull and refresh the data• A valid authentication token is required for refresh. Ensure you have 5 or less
Salesforce data sets imported, as Salesforce has a limit of 5 authentication tokens per application
• The ability to log in through login.salesforce.com, as custom or sandbox domains, is not currently support
Data sources
Feature Connect live to your existing on-
premises data, including SQL Server Analysis Serviceso You can keep your data on-premises
and enable BI analysts / end users to create Power BI reports
o Connect to and refresh data securely via Azure Service Bus (SSL encrypted connection)
o Service Bus only uses an outbound port, it does not require an inbound port to be opened on the on-premises firewall
Live Power BI dashboards and reports
Cloud
On-premises
SQL Server Analysis Services
Live Query
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Connect live to your on-premises dataData sources
Feature
Realize the benefits of a SaaS-based BI solution without moving your data to the cloud
Everything in the service is encrypted - Power BI uses HTTPS for all traffic
For on-premise sources, e.g. SSAS, role-based and row-level data security is applied
Data remains on-premise, only query is stored in Power BI
Power BI requires valid accounts that meet the requirements of the specific data source
Please see table for authentication methods
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Keep your data where it is and connect securely
Authentication method
Select data sourcesthat use this method
BasicSQL Azure, Marketo, ODATA Feed
Account keyBlob store. Table store, HDInsight
OAuthSalesforce, Google Analytics, ODATA Feed
Marketplace key Azure Marketplace
Anonymous ODATA Feed, Web
Data authentication methods
Data sources
Feature
Content packs make it easier and faster for users to explore the data
Content packs includeo pre-built dashboardso reportso pre-defined data modelso embedded queries
Package up and share your own dashboard, reports, and datasets with your coworkers
Custom connectors can be developed for your unique data sources
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Get immediate insights into your organization
Your organizational content pack here
Global Sales
Data sources
Feature
Connect directly to data from Azure services, includingo Azure SQL Databaseo Azure SQL Database Auditingo Azure Stream Analyticso Azure SQL Data Warehouse
Integration with Azure HDInsight along with its components including SPARK
Push live, streaming data from Azure Stream Analytics with built-in destination for Power BI for real-time dashboards at any scale
Integration with other Azure services will open up new scenarios, without writing thousands of lines of code
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Consume structured/unstructured data from other Azure services
HDInsight
Storage
Event Hubs
Machine Learning
SQL Server
Stream Analytics
Power BI
Data sources
Feature You can start with a straightforward
connection from the Power BI service to an Azure SQL Database
Create reports to monitor the progress of your business
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Azure SQL Database and Power BI
SQL Server
Power BI
Data sources
Feature For more complex data, and all sorts
of sources
Within the same Query you can connect to your Azure SQL Database, your Azure HDInsight data source, and your Azure Blob Storage (or Azure Table Storage)
Select only the subsets within each query that you need
Create different reports for different audiences too, using the same data connections and even the same query
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Transform, shape and merge your cloud data
Power BI Desktop
Power BI
Data sources
Feature You can expand as much as you need
with Azure and Power BI
Get complex – and ahead – using Azure Services and Power BI
Harness multi-source data processing, make use of massive real-time systems, use Stream Analytics and Event Hubs, and coalesce your varied SaaS services into business intelligence reports that give your business an edge
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Expand with Azure Services and Power BI
Power BI
HDInsight
Storage
Event Hubs
Machine Learning
SQL Server
Stream Analytic
s
Data Factory
Data sources
Feature
Use an Excel workbook (2007-2013) as a dataset for your dashboards and reports
Upload Excel workbooks fromo your computero OneDrive for Business or Personalo SharePoint Online
Any changes to a workbook on OneDrive or SharePoint Online appear automatically in the dashboards and reports
Get data and reports from your Power BI Desktop files
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Connect to your data from filesData sources
Feature
Prepare, explore, report and collaborate with Power BI Desktop
• Acquire and prepare data with extensive query capabilities
• Establish data structure and transform and analyze data
• Explore data in new ways through a freeform, drag-and-drop canvas
• Author reports with a broad range of modern data visualizations
• 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
Share &collaborate
Report
Explore
Prepare
Feature Use Query functionality to connect to data from a variety of
sources beyond those available from powerbi.com
Navigate data quickly with in-memory processing that optimizes performance
Pare down datasets to only what’s needed by editing queries before data loading
Data sources available through Power BI Desktop
Share &collaborate
Report
Explore
Prepare
Consolidate data from a broad range of sources
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
• Remove rows or columns
• Change a data type
• 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
Common data-shaping tasks
• Transform data to fit your needs using intuitive UIo Select data for inclusion
o Cleanse data and remove errors
o Precisely tune the query step sequence: re-order, add, edit or delete steps as needed
o Modify data types to support specific calculation requirements
• Very powerful for advanced scenarios (M, Mashups)
Share &collaborate
Report
Explore
Prepare
Shape data into the format and structure you need
Power BI Desktop
Feature
Produce rich data models using formulas and relationships Automatically create a model by
importing datao Desktop detects relationships
automatically, categorizes data and applies default summarization
Refine models to enable complex calculationso Create relationships between tables
manually or using the AutoDetect featureo Adjust relationship type (1:1, many: many,
m:1) and cross-filter data for new insights Define calculations – known as measures
– to generate new fields for use in reportso 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
Apply complex schema and business logic to create rich, reusable data models
Create and modify relationships
Define and use measures with DAX formulas
Share &collaborate
Report
Explore
Prepare
Power BI Desktop
Feature
Explore data in a variety of ways and across multiple visualizationso Select data elements and
sort datao Filter data and use cross-
filter capabilitieso Drill into and across datasetso Pivot and slice datao Change visualization types
Select, transform and mashup data via a freeform, drag-and-drop canvas
Share &collaborate
Report
Explore
Prepare
Explore your data with freeform, drag and drop 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
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
o Title, Background Color, Legend, Data Labels
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
Share &collaborate
Report
Explore
Prepare
Power BI Desktop
Feature
Save Power BI Desktop report files and easily publish them to Power BI
Share as appropriate with other Power BI users in your organization
Changes to dashboards automatically sync across all users
Share &collaborate
Report
Explore
Prepare
Share your reports and visualizations with a broad audience
Import Power BI Desktop file in Power BI service
Publish from Power BI Desktop to Power BI service
Power BI Desktop
Feature
Push dataPush data directly from an application into Power BI
Integration
Add Power BI to existing application workflows
Enable real-time content management and monitoring so users can uncover the latest insights from device, sensor and application data
Real-time
{ "name":{String}, "tables":[ ... ]}
0110010100001010
“name”:[string],“columns”:[String]“daType”:[String]
{ "name":{String}, "columns":[ { "name":{String}, "dataType":{String} },
Develop exactly what your organization needs
Visuals
Create your own custom visuals for Power BI
Power BI for Developers
Feature
Client app development
Using console app, cloud app, mobile app, cloud app we can push real time data to Power BI
Register a client app
Get client app id
Power BI REST API calls are made on behalf of an authenticated user by passing a token in the “Authorization” header that is acquired through Azure Active Directory
http://dev.powerbi.com
Web
REST API
Extensibility
Client app
Power BI for Developers
Samples
Feature
Web development
Using web application, web app role you can push real time data to Power BI
Register your web app
Configure Power BI settings to authenticate with Azure AD
Create a query string to get authorization code from Azure AD
Acquire an Azure AD access token using authorization code
Use Azure AD access token to call a Power BI operation
http://dev.powerbi.com
Web
REST API
Extensibility
Client app
Power BI for Developers
Samples
Feature
Open API for integration
Programmatically access Power BI resources (datasets, tables)
Use the REST API to push data directly from your application into Power BI
Azure Active Directory and OAuth 2.0 for user authentication
Max rows per single push 10,000
Used JSON to describe objects
5 million row max per table
Max of 5 pending request at one time
http://dev.powerbi.com
Power BI SaaS Service
Power BI User Account
Your Service or Application
Push Data Component
Push Content Component
Datasets ReportsDashboard
s
Web
REST API
Extensibility
Client app
Power BI for Developers
Samples
Feature
Extend Power BI
Extend Power BI with custom visuals
Enabling developers to easily add custom visuals into Power BI for use in dashboard, reports and content packs
https://github.com/Microsoft/PowerBI-Visuals
http://dev.powerbi.com
Web
REST API
Extensibility
Client app
Power BI for Developers
Samples
Feature
Client app sample: Get Azure AD access token• Add the "Active Directory Authentication Library" NuGet
package to your project• Add a reference to
Microsoft.IdentityModel.Clients.ActiveDirectory• Create a new AuthenticationContext passing an Authority• Get an Azure Active Directory token by calling
AcquireToken
Web
REST API
Extensibility
Client app
Power BI for Developers
Samples
Feature
Client app sample: Get all datasets from Power BI• Create an HttpWebRequest using a GET method• Get a response from the Power BI service
Web
REST API
Extensibility
Client app
Power BI for Developers
Samples
Feature
Client app sample: Create a dataset in Power BI• Create an HttpWebRequest using a POST method• Get a response from the Power BI service
Web
REST API
Extensibility
Client app
Power BI for Developers
Samples
Feature
Client app sample: Create a dataset in Power BI• Create an HttpWebRequest using a POST method• To identify the dataset to add rows to, the resource uri for a
POST method has a dataset id• Get a response from the Power BI service
Web
REST API
Extensibility
Client app
Power BI for Developers
Samples
Feature
Web app sample: Create a dataset in Power BI• Create an HttpWebRequest using a POST method• Get a response from the Power BI service• For additional details please see:
https://msdn.microsoft.com/en-us/library/mt143610.aspxWeb
REST API
Extensibility
Client app
Power BI for Developers
Samples
Object model hierarchy
•A Power BI tenant can have multiple datasets which are identified with GUID
•A dataset can have multiple tables which are referenced by name
•A table has multiple rows
Datasets
Tables
Power BI
Rows
GET Datasets example
GET https://api.powerbi.com/beta/myorg/datasets HTTP/1.1Authorization: Bearer {AAD Token}.Content-Type: application/json; charset=utf-8
{ "datasets": [ { "id": "2C0CCF12-A369-4985-A643-0995C249D5B9", "name": "Music" }, { "id": "C446840B-94AD-4B23-8896-C276E69B8FAA", "name": "SalesMarketing" } ]}
•Use GET against your organization path using datasets
•Returns JSON with id and name
POST a Table to a Dataset
POST https://api.powerbi.com/beta/myorg/datasets HTTP/1.1Authorization: Bearer {AAD Token}Content-Type: application/json
{ "name": "SalesMarketing", "tables": [ { "name": "Product", "columns": [ { "name": "ProductID", "dataType": "Int64"}, { "name": "Name", "dataType": "string"}, { "name": "Category", "dataType": "string"}, { "name": "IsCompete", "dataType": "bool"}, { "name": "ManufacturedOn", "dataType": "DateTime"} ] } ]}
Create table using POST to datasets collection
1. Specify the name of the dataset
2. Specify the table name
3. Specify the columns in the table
2
3
1
POST rows to a table
POST https://api.powerbi.com/beta/myorg/datasets/2C0CCF12-A369-4985-A643-0995C249D5B9/Tables/Product/Rows HTTP/1.1Authorization: Bearer {AAD Token}Content-Type: application/json
{ "rows": [ { "ProductID":1, "Name":"Adjustable Race", "Category":"Components", "IsCompete":true, "ManufacturedOn":"07/30/2014" } ]}
Use POST with rows JSON payload to add rows to a table
1. Use the ID for the Dataset along with the table name
2. Specify the payload with the column name and value
2
1
DELETE all rows in the table
DELETE https://api.powerbi.com/beta/myorg/datasets/2C0CCF12-A369-4985-A643-0995C249D5B9/Tables/Product/Rows HTTP/1.1Authorization: Bearer {AAD Token}Content-Type: application/json
Use DELETE verb and the path to the table rows to truncate the table
1. Include the Dataset ID and the Table name in the path
1
User authorization of app on first run
•User launches application
•Power BI displays the Authorize Device dialog for the app token
How Web Applications are authorized
From top to bottom, this is how Power BI authenticates application requests
How native client applications are authorized
From top to bottom, this is how Power BI authenticates application requests