Transcript 2015-09-19_PowerBI_Intro_Finalx

Power BI – Intro
Level: Beginner (No Experience Necessary)
Shannon Holck, MCT, MCSD
@SqlShannon
[email protected]
Thank you to our sponsors,
our speakers, and our volunteers!
Thank you to all of our Sponsors!
 Diamond Sponsors
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2 | 9/19/2015
SQLSaturday #441 – Denver 2015
Thank you to all of our Sponsors!
 Silver Sponsors
 SWAG Sponsors
3 | 9/19/2514
SQLSaturday #441 – Denver 2015
About Shannon
 Currently: BI Engineer for National Cinemedia in Denver Tech Center
 Qualifications
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6+ years in DW/BI; 15+ years experience in IT
Database Geek since the 90s: Clinical Pharmacy intern, Sales intern
Microsoft Certified Trainer / Microsoft Certified Solution Developer (VB6)
Languages: tSQL , VB6, HTML, XML, JavaScript , Classic ASP, C#, VB.NET, Java,
ColdFusion, MDX, DAX, R, M
 Fun
 Competitive Volleyball
 Professional Development: PASS BAC, PASS Summit, Denver SQL User Group/SQL
Saturday/WIT Group
 Busy mom of 3 / Community volunteer: church, school, 4-H
Goal and Agenda
 Goal
 Provide you with enough information to get you started on building your own dashboard
for PowerBI.com or Power BI Desktop
 Agenda
 What is Power BI? (5 mins)
 What can you do with Power BI? (5 mins)
 How do you use PowerBI.com? (rest of time!)
WHAT IS POWER BI?
What is Power BI?
 Next Generation of Self-Service Business Intelligence tools from
Microsoft
 Frontend: Dashboards, Reports
 Backend: ETL, data mashups, data modeling of measures and attributes
 Replaces Power View, Power Pivot, Power Query Add-Ins for
Excel (unofficially)
 Difficult to install
 Lots of add-ins
 Lots of technical setup for on-premise via Sharepoint
 Difficult to use
 Different menus and ways of accessing
2.0 Generally Available July 24, 2015
Power BI
Desktop
(more powerful
editor)
Power BI
Mobile App
PowerBi.Com
(Software as
a service …
updated
monthly)
Power BI
Desktop
(more powerful
editor)
Web Browser
3rd Party
SAAS
Power BI Components
1. Power BI website (http://powerbi.com)
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Web tool to connect to new data sets and build reports (limited)
Access to updated dashboards and reports from anywhere
Q&A – query against existing data sets to create dashboard items
Requires a business/school domain email address to sign up
(no gmail/yahoo/msn/aol)
2. Power BI Desktop
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Downloadable client tool
More intense modeling, ETL
More data source options
Can publish to PowerBI.com or share .PBIX files
3. Power BI Mobile
 Downloadable app so you can access on mobile devices – Android,
Windows, IOS
WHAT CAN YOU DO WITH POWER BI?
Sales Pitch for your Company/Clients
 Create dashboards with reports you can drill into
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Access them from anywhere, anytime (including on mobile devices)
Share them via email or Outlook distribution groups
Keep your data updated on a schedule OR stream it
Clean up basic data on your own w/o waiting on IT
Pricing
 FREE to anyone with a work or education domain email
 $10/mth per user for Power BI Pro (Office 365 not required)
 more Volume & Velocity (plus Security, Sharing, and Sanitization)
Pricing – Free vs Subscription
Office 365 no longer required!
WARNING – Power BI is SAAS … it could go down during this
presentation!
… unless you have critical questions, let’s save to the end!
HOW DO YOU USE POWER BI?
Getting Started
1. Create an account on PowerBI.com
a) Play with the samples
b) Watch tutorials
c) Install some of the commercial Content Packs if you have accounts with
them
2. Download Power BI Desktop
a)
b)
c)
d)
Get some data
Munge and mashup the data into a useable model
Build some visualizations
Upload your file to PowerBI.com and share it!
POWER BI DESKTOP DEMO:
WEEKEND BOX OFFICE
Tips
 Just Do It!
 Data
 Save in Power BI Desktop often
 Store data files on One Drive to allow manual refresh (can’t seem to
schedule it unless have Pro license)
 Use Merge transform to handle foreign keys with multiple columns
 If repeating steps, copy/modify in Advanced Editor
 Reports
 Try different visuals
 Avoid pie unless there are only two slices
 Group visuals you want to filter together on the same page
Current Limitations
(vote for what you want to fix!)
 Support for Hierarchies limited
 E.g., Year – Month – Date, Product Category - Subcategory
 Have to use Excel or PowerBI.com can now do via multiple fields in axis
on chart
 No export feature
 E.g. Studio name translations
 If using web data – can’t create a static copy, e.g. Weekly Box Office, …
might lose access when internet is down
 Doesn’t import URL with web import, e.g., full names of studio
embedded in URL but not visible on web table
 Login constantly expires even while you are actively engaged
Review
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Goal: Provide you with enough information to get you started on building your own dashboard for
PowerBI.com or Power BI Desktop
What is Power BI?
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What can you do with Power BI?
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Self-service next gen BI tool that replaces Power Add-Ins for Excel consisting of PowerBI.com, Power BI Desktop, and Power BI
Mobile
Build dashboards & reports
Extract, Transform, and Load data from multiple sources – mash up and model it.
Power BI Pro to get volume, velocity, sharing, security, and sanitization
How do you use PowerBI.com?
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Get data from web and excel
Applying steps to modify the data – adding/removing columns, changing data types, adding measures, formatting, appending
datasets, manipulating M
Managing relationships in the model
Building reports
Publishing to Power BI.com
Pinning to dashboards
Using drilldowns
Using Q & A
Q&A
 Contact:
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[email protected]
Twitter: @SQLShannon
Linked In: Shannon Holck
Blog (it is a sad, sad, little blog): biwarewolf.blogspot.com