Power BI Technical Reference Deck July 2015

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Microsoft Power BI Technical Reference Deck Level 300 Deck Jen Underwood Sr. Program Manager @idigdata www.jenunderwood.com

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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10

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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

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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

What is Power BI Desktop ? Create Power BI ContentConnect to data and build reports for Power BI

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

Get started now at powerbi.com

Appendix: REST API Examples

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

Working with the API console

• To better understand how the API works, click on Get started now to launch the API console

• Test out each of the API verbs using the console interface