Self-Service Business Intelligence with Power BI
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![Page 1: Self-Service Business Intelligence with Power BI](https://reader035.fdocuments.us/reader035/viewer/2022062308/55c64c84bb61eb4f1f8b485f/html5/thumbnails/1.jpg)
Self-Service
Business Intelligencewith Power BI
Theresa Eller | @SharePointMadam | [email protected] | slideshare.net/SharePointMadam
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• Business Systems Analyst at MD Anderson Cancer Center• Microsoft Office Specialist certified in SharePoint 2013• President of Houston SharePoint User Group (HSPUG)• Frequent speaker at SharePoint events
• Dallas, Paris, Houston, New York City, Baton Rouge, San Antonio, Raleigh
• Mom to 2 furry, four-legged children (Shay & Cookie)
Theresa Eller
• Business Systems Analyst at MD Anderson Cancer Center• Microsoft Office Specialist certified in SharePoint 2013• President of Houston SharePoint User Group (HSPUG)• Frequent speaker at SharePoint events
• Dallas, Paris, Houston, New York City, Baton Rouge, San Antonio, Raleigh
• Mom to 2 furry, four-legged children (Shay & Cookie)
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6/13/2015
Visit the Sponsor tables to enter their end of day raffles.
Turn in your completed Event Evaluation form at the end of the day in the Registration area to be entered in additional drawings.
Want more free training? Check out the Houston Area SQL Server User Group which meets on the 2nd Tuesday of each month. Details at http://houston.sqlpass.org
Thank You Sponsors!
![Page 4: Self-Service Business Intelligence with Power BI](https://reader035.fdocuments.us/reader035/viewer/2022062308/55c64c84bb61eb4f1f8b485f/html5/thumbnails/4.jpg)
Agenda
• Power BI Designer• Power BI Dashboard• Power Query• Power View• PowerPivot
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Demos
• Download, install, and enable Power BI Designer, Power Query, Power View
• Import data from SQL Server• Load data to the data model• Expand or remove columns of data• Create reports & charts in Power BI Designer and Power View• Share Power BI dashboards with others• Expose Power View reports & charts in SharePoint
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Power BI Designer Preview
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Getting Started
• From the Power BI site• powerbi.microsoft.com• Sign up for a free account• Download Power BI Designer Preview
• Open Power BI Designer• Have your data source(s) ready
Power BI Designer Preview is subject to change without notice.
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Power BI Designer Welcome Page
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Power BI Designer
Get Data
Switch between Report and Query view
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Get Data
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Get Data from SQL Server
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Credentials
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Select Tables to Load
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Load to Data Model
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Manage Relationships
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Select Fields from the Tables
• Chart or graph automatically starts building upon selecting first field
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Multiple Charts on Same Page
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Change Chart Type
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Power BI Dashboard
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Power BI Preview
app.powerbi.com• Browser-based• Create dashboards• Create reports• Upload reports
Mobile App• Available for iOS and Windows
tablets
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Welcome Screen – app.powerbi.com
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Welcome Screen – Mobile App
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Create Dashboard
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Get Data (1 of 3)
• Imports reports to selected dashboard
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Get Data (2 of 3)
Azure SQL Database SQL Server Analyses Server
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Get Data (3 of 3)
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Report Added to Dashboard
• Delete the report (optional)
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Reports and Data Set Added to Power BI
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Click the Report to Open It
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Reporting View
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Editing View
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Add Pages to the Report
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Too Much of a Good Thing
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Filters
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Save New Report
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Pin Report to Dashboard
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Resize the Map/Chart on the Dashboard
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Share the Dashboard
app.powerbi.com Mobile App
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Where Did You Go?
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Power Query
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Power Query
• An Excel add-in that enhances the self-service Business Intelligence experience in Excel by simplifying data discovery, access and collaboration
• A new add-in that provides a seamless experience for data discovery, data transformation and enrichment for Information Workers, BI professionals and other Excel users
• Identify the data you care about from the sources you work with (e.g. relational databases, Excel, text and XML files, OData feeds, web pages, Hadoop HDFS, etc.).
• Combine data from multiple, disparate data sources and shape it in order to prepare the data for further analysis in tools like Excel and Power Pivot, or visualization in tools like Power View and Power Map.
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Power Query Requirements
• Operating System• Windows 7, 8, 8.1• Windows Server 2008 R2• Windows Server 2012
• Internet Explorer 9 (or higher)• Microsoft Office 2013:
• Power Query Premium: All Power Query features available for: Professional Plus, Office 365 ProPlus or Excel 2013 Standalone
• Microsoft Office 2013:• Power Query Public: Available for all
other Office 2013 Desktop SKUs. Includes all Power Query features, except the following ones: Corporate Power BI Data Catalog, Azure-based data sources, Active Directory, HDFS, SharePoint Lists, Oracle, DB2, MySQL, PostgreSQL, Sybase, Teradata, Exchange, Dynamics CRM, SAP BusinessObjects, Salesforce.
• Microsoft Office 2010 Professional Plus with Software Assurance
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Enable Power Query Add-In
• File > Options > Add-Ins > COM Add-Ins
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Power Query Tab & Ribbon
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Get External Data
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Get Data from Microsoft SQL Database
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Select Tables
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Load To Data Model
• Handles hundreds of millions of rows of data
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Workbook Queries
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Launch Editor
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Flatten Columns
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Flattened (Expanded) Column
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Query Editor Ribbon
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Close & Load
• Updates the workbook queries with applied changes
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Power View
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Power View Requirements
• Microsoft Excel 2013• Office Professional Plus 2013• Office 365 Professional Plus• Standalone edition of Excel 2013
• SharePoint Server Enterprise Edition (2010 or 2013)
• SQL Server 2012 SP1 Reporting Services Add-In
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Insert – Power View
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Power View Sheet
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Select Fields
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Switch Visualization
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Geocode Data Through Bing
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Change Layout
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Charts on Same Page are Connected
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Slicers Filter All Charts on the Page
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Data Refresh
• Refresh – current connection• Refresh All – all connections
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PowerPivot
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PowerPivot
• Powerful data analysis• Import millions of rows from multiple sources
• Excel COM add-in• Download for 2010• Built-in for 2013• Enable add-in if you don’t see the PowerPivot tab
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PowerPivot Ribbon
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Get Data
• Power Query • PowerPivot
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Insert – Pivot Table
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PowerPivot Sheet
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Select Fields
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PowerPivot Report
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Slicer
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Questions?
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Online Resources
• Download SQL Server 2012 Express• https://www.microsoft.com/en-us/download/details.aspx?id=29062
• Download Adventure Works Database• http://msftdbprodsamples.codeplex.com/
• Power BI Blog• https://blogs.office.com/sku/power-bi/
• The White Pages• http://whitepages.unlimitedviz.com/
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People Who Speak/Write About Power BI
John [email protected]
Jason [email protected]
Dave [email protected]/bostonmusicdave
Chris [email protected]
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6/13/2015
Visit the Sponsor tables to enter their end of day raffles.
Turn in your completed Event Evaluation form at the end of the day in the Registration area to be entered in additional drawings.
Want more free training? Check out the Houston Area SQL Server User Group which meets on the 2nd Tuesday of each month. Details at http://houston.sqlpass.org
Thank You Sponsors!
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Theresa Eller
• @SharePointMadam• [email protected]• sharepointmadam.com• slideshare.net/SharePointMadam