[DW]
Power BI – Beyond
the Basics
Iman Eftekhari
Sydney Business Intelligence User Group
Nov 2014
Primary Sponsor
www.varigence.com.au
Varigence software provides clients with
efficient methods for developing,
managing, and using Microsoft business
intelligence solutions.
The software ecosystem rests on the
foundation of Biml, or our home-grown
Business Intelligence Markup Language.
Sydney Business Intelligence User Group
 Business Intelligence Markup
Language used to accelerate
business intelligence development
 IDE for accelerated business
intelligence solutions
 Excel addin that will make anyone
using PowerPivot or cubes in Excel
more productive
Nov 2014
Sponsor(s)
We just know Microsoft BI
…and we know it well!
www.agilebi.com.au
Sydney Business Intelligence User Group
Hilmax Solutions provides clients
with easy to use business
intelligence toolsets and solutions
to extract critical and actionable
insights from their business data.
Our consultants are experts in
business and technology solutions
with focus on delivering business
value.
www.hilmax.com.au
Nov 2014
Sponsor(s)
SQL Tools is your source for Idera SQL Server tools
sales & support in the APAC Region.
Idera has SQL Server tools for:
 BI Monitoring
 Performance & Availability
 Backup & Maintenance
 Security, Auditing & Governance
 Administration
 Development
Plus, Free Tools covering most functions.
Email idera@sqltools.com.au for Special Trial
Offers.
Sydney Business Intelligence User Group
Nov 2014
Abstract
Power BI is a Microsoft's new self-service BI platform for both on-premise
and cloud-based data. It enables business Power Users to make the most of
their data by using the new data discovery, analysis and visualisation
features in Excel and Office 365, in an easy to use environment that they
are already familiar with.
In this session we will go through the main features and capabilities of
Power BI using an end-to-end scenario. We will also discuss best practices
and tips along the way that will enable you to get the best out of this new
Microsoft technology.
Sydney Business Intelligence User Group
Nov 2014
Sydney Business Intelligence User Group
Power BI – Beyond the Basics
Iman Eftekhari
Agile BI
Iman Eftekhari
•
•
•
•
•
BI Consultant and Agile Coach
MCSE (BI), MCITP (BI), CSP, …
Co-founder of Agile BI consulting
Co-organiser of the SYBIS (Sydney BI Social) Group
Worked on DW/BI projects with more than 20 clients
including banks, health, and the public sector in VIC,
NSW and QLD
Email
iman.eftekhari@agilebi.com.au
Blog
http://iman77.blogspot.com.au
Twitter
@PowerBIAU
LinkedIn
http://www.linkedin.com/in/ieftekhari
Website
www.agilebi.com.au
Power BI
overview
Demo-1
End to end
Demo-2
Case Study
Where does it fit?
Power BI vs.
Competitors
Power BI
Licensing
Data Management
Gateway
Power BI vs.
SharePoint
3rd Party Tools
The world of data is changing
A powerful new way to work with data
Self-service business intelligence and analytics with Excel and the power of the cloud
Analyzing data with Excel
Discover
Analyze
Visualize
Explore
Analyzing data with Excel
Discover
Analyze
Visualize
Explore
Analyzing data with Excel
Discover
Analyze
Visualize
Explore
Analyzing data with Excel
Discover
Analyze
Visualize
Explore
A powerful new way to work with data
Self-service business intelligence with familiar Excel and the power of the cloud
Share & collaborate with Power BI for Office 365
BI Sites
Shared Queries
Data Refresh
Data Search
Mobile Access
Natural Language
Questions
Share & collaborate with Power BI for Office 365
BI Sites
Shared Queries
Data Refresh
Data Search
Mobile Access
Natural Language
Questions
Share & collaborate with Power BI for Office 365
BI Sites
Shared Queries
Data Refresh
Data Search
Mobile Access
Natural Language
Questions
Power BI
for Office 365
Workbook
Cloud
On Premise
Data Management Gateway
Installed on-premises
Share & collaborate with Power BI for Office 365
BI Sites
Shared Queries
Data Refresh
Data Search
Mobile Access
Natural Language
Questions
Search for:
• Public Data
• Corporate Data
• Shared Queries
Share & collaborate with Power BI for Office 365
BI Sites
Shared Queries
Data Refresh
Data Search
Mobile Access
Natural Language
Questions
Share & collaborate with Power BI for Office 365
BI Sites
Shared Queries
Data Refresh
Data Search
Mobile Access
Natural Language
Questions
A powerful new way to work with data
Discover
Analyze
Visualize
Search, access, and transform
public and internal data sources
with Power Query
Easy data modeling and
lightning fast in-memory
analytics with Power Pivot
Bold new interactive data
visualizations with Power View
and Power Map
Share
Question
Q&A
Mobility
Share data views and
workbooks refreshable from onpremises and cloud based data
sources, with Power BI Sites
Ask questions and get
immediate answers with natural
language query
Mobile access through HTML5
and touch optimized apps
Forrester - Microsoft as a Leader in Agile Business Intelligence
Power BI – Conceptual Architecture
Index
Public Cloud
Data Sources
O365 Power BI
Data Refresh
Data Management SPO team sites,
Power BI
Corporate
Data Catalog Admin Center Portal
BI Sites, Q&A
Import Data
Public
Data Catalog
Cloud Data
Sources
Import Data
Data Refresh
Publish queries
Data Management
Gateway
Configure
Corporate
Data Sources
IT Admin
Import Data
Publish raw
data
sources or
expose
them as
OData
feeds
Import data,
Publish queries
Manage Data
Data Steward
Publish reports &
create featured
questions,
configure
scheduled refresh
IW
(Author)
Import Data
Consume interactive
reports, ask
questions
Power Query
Power Pivot
Power View
Power Map
Excel,
Tablet/Mobile
,
IW
Browser –
(Consumer) Silverlight,
HTML5
IT Infrastructure Services for Power BI
• Govern usage, secure access and grant authority
• Provides a single pane of glass to manage and monitor all
services and servers
• Enabling IT to expose and protect data sources and complex
feeds
• Respond to incidents - service KPIs, SLA metrics, audit logs
Role of the IT Admin in Power BI
•
•
•
•
Enabler of Self Service BI
Varying levels of control across data sources, departments
Oversight and monitoring of cloud data access
Ability to make corporate data sources easier to discover, and
easier to access
Power BI Admin Center
• Access via link in O365 admin portal
• Configure Power BI roles
• Install and monitor the Data Management Gateways for your
organization
• Configure access to cloud enabled data sources
• Expose OData feeds to corporate data sources
Where does this fit?
Personal BI
Team BI
Organisational
BI
Where does this fit?
Scenario 1
Personal BI
Team BI
Organisational
BI
• Data exploration tool
• Consumes data from your enterprise DW for
personal/team reporting requirements
• Combine internal data with external data sources
• Self-service ETL, data modelling and data
visualisation
Where does this fit?
Scenario 2
Personal BI
Team BI
Organisational
BI
• Share datasets with the team
• Share reports/files
• Add governance and control around your
data/reports
Where does this fit?
Scenario 3
Personal BI
Team BI
Organisational
BI
• Use powerful features with minimum end-user
training
• Utilise Power BI site to share and manage datasets
and reports across the team/department or
organisation.
• Data Management Gateway, Scheduled Refresh
Where does this fit?
Personal BI
Team BI
Organisational
BI
• Give end-user a more powerful tool that requires
minimum training
• Add governance and control around your
data/reports
• Seamless transition of BI applications from Personal
BI to Team BI to Organisational BI
Power BI vs. Competitors
Power BI vs. the other competitors
Feature
Power BI
Tableau
Qlikview
Data Visualisation
Power View is not as rich as
competitors in dashboards
and visual analytics. However,
competitors do not have an
equivalent tool to Power Map
Very strong visual analytics and
dashboards
Similar level to tableau but not
as easy to create dashboards but
are regarded as better quality
than tableau, may require
scripting
Data Modelling
Strong data modelling and
analytics/ easier to use than
competitors
Basic data modelling tools
Does have a data modelling tool
but may require an IT specialist
and is known for taking time to
perfect data model
Combining data
Ease of access to
public/corporate data sources
including tables from the
web, merge and append
Large list of data source support
and feeds
Ease of connection to
proprietary data sources may
struggle with others
ETL
Power Query is easy to use
powerful ETL tool, Q&A
unique to Power BI
Does not have an ETL tool, ETL
needs to be done in a database
or via Excel
Does have an ETL tool but may
not be included in standard
package
Power BI and Tableau: Best Friends Forever!
http://www.powerpivotpro.com/2014/11/power-bi-and-tableau-best-friends-forever/
Power BI Licensing
Licensing
•
•
•
•
Background: Telstra
Open license. Easy to understand?
Australia vs. US
New Office 365 Plans
Standard
services
Office
applications
Core
details
Office 365 Business plans
Price
Business
$8.25
Seat Cap
Business
Essentials
$5
Business
Premium
$12.5
300 (for each plan)
Office desktop apps


iPad, Windows RT & smartphone apps


Office Online



1TB cloud storage (OneDrive for Business)



Email, calendar (Exchange)


Online meetings, IM (Lync)


Team sites, internal portals (SharePoint)


Enterprise social (Yammer)


Full plan lineup
Office
Target
customer
Price
Standard
services
Enterprise
Business
Business
Essentials
Business
Premium
ProPlus
E1
E3
$8.25
$5
$12.5
$12
$8
$20
Seat Cap
24/7 phone support from Microsoft
300 (for each plan)
Unlimited
Critical issues
All issues
Word, PowerPoint, Excel, Outlook, OneNote, Publisher


2
2
iPad, Windows RT & smartphone apps




Office Online




Access
1TB cloud storage (OneDrive for Business)




Email, calendar (Exchange)

Online meetings, IM (Lync)







Team sites, internal portals (SharePoint)




Enterprise social (Yammer)




Content discovery and search (Delve) 3









Licensed for hybrid deployment



Support for shared computer activation





Video content management



Active Directory integration
Advanced
services
Business



Compliance – Archiving, eDiscovery, mailbox hold

Information protection – message encryption, RMS, DLP

Licensing FAQ
Do I need any other products to use Power BI for Office 365?
Yes. Power BI for Office 365 requires SharePoint Online Plan 2. It also is
recommended but not required that Power BI for Office 365 customers have Office
365 Pro Plus or Office 2013 Professional Plus for additional Business Intelligence
capabilities, including Power View, Power Query, Power Pivot and Power Map
Preview.
SharePoint Online Plan 2 and Office 365 Pro Plus are both included in Office 365
Enterprise Plans E3 and E4 as well as Office 365 Education Plans A3 and A4.
SharePoint Online Plan 2A (Academic) also satisfies the SharePoint requirement.
SharePoint Online Plan 2 is also included in Power BI for Office 365 Standalone
offers but not in Power BI for Office 365 Add-on offers.
Licensing FAQ
Are Government and Academic pricing available for Power BI for Office 365?
Yes. Government and Academic pricing are offered through the MOSP/Direct, EA and
Open licensing programs. Government pricing is also available in Syndication, but
Academic pricing is not.
Licensing FAQ
Can Power BI for Office 365 be purchased as an add-on to Office 365 Small or
Medium Business plans?
No. Power BI for Office 365 requires SharePoint Online Plan 2 which is only available
in Office 365 Enterprise E3 and E4 or as a separate subscription.
Data Management Gateway
Data Management Gateway
Data Management Gateway
Power BI Admin Center
capabilities
Enabling Corporate
OData Feeds
Enabling
Discovery in
Power Query
Enabling Excel Workbook
Data Refresh using
SharePoint Online
Data Management Gateway - Conceptual
Data Management Gateway
Connects to corporate data sources
and sends data to Microsoft cloud
services through a secure channel
(Service Bus).
Secure Credential Store
All credentials used by the
gateway are stored onpremises. Encrypted backup of
credentials can also be stored
in the cloud to enable business
continuity scenarios.
Power BI Admin Center
Allows IT to configure, manage
and monitor access to
corporate data sources.
Corporate Data Sources
The Gateway can connect to
a variety of data sources.
Extend with Hybrid Cloud Solutions
Extend with Hybrid Cloud Solutions
Extend with Hybrid Cloud Solutions
Current Limitations
Cloud: Windows Azure SQL Database, SQL Server (in Azure VM), OData
On-Prem: SQL Server (2005+), Oracle (10g, 11g, and 11gR2)
New: Power Query support
Cloud: Embedded in workbook, or read from SharePoint Secure Store
On-Prem: Configure through the Power BI Admin Center
Data Management Gateway - OData
Requires a primary key or unique index
Automatically registered in the Data Catalogue
Currently only used for discovery and authentication
Actual OData results are served from connection to Gateway
Org ID authentication, and redirection from cloud to on-premises
Gateway Configuration Details
Requires outgoing ports (9350-9354)
Falls back to 443/80 if the other ports aren’t open
No incoming ports from the internet (messages received via Service Bus)
Requires incoming port
default: 8050 (and 8051 if HTTP is used)
Recommended to use HTTPS with signed certificate
Data Sources
Users and groups configured through the portal
Static credentials used for refresh
More data sources coming soon
Expose SSIS data flow as SQL view
Corporate OData Feeds
Power BI Cloud
Services
Power Query
58
Data Management
Gateway
Data Refresh from Power BI Sites
Excel Workbook in
SharePoint Online
(2) Connects to Gateway
Cloud Service
(8) Returns data to
Excel Workbook
(3) Checks whether
user is authorized to
perform a refresh
(4) Sends command
(SQL statement,
connection string) to
on-premise Gateway
(5) Sends SQL to
SQL Server
Gateway
Cloud Service
(7) Compress,
chunk and return
the data
Data Management
Gateway
(6) Return Results
rd
3
Party Tools
Saasabi for Power BI
• Delivers enhanced data security, data integrity, usability
and scalability
• Cloud-based MOLAP engine for the analytical processing
of data into multi-dimensional models
• Natively available via Windows Azure and offered as
software as a service (SaaS)
• Seamless integration with Power BI
www.saasabi.com
62
Saasabi for Power BI Features
Implement a full security model for Power BI with granular user
access control that is secure down to the database member
level.
Build a centralised data model to ensue the entire organisation
is working with a consistent and reliable data set for analysis.
Consolidate data models to an average of 1/10th their original
size, handle data sets that are tens or even hundreds of
gigabytes in size.
All of the data resides in the cloud and processing takes place
on cloud-based servers for high-performance queries.
Clean and tag incoming data to make it more usable for
everyone. Create “views” into the data ensuring users are guided
to the data that meets their needs.
Typical situation today
Data Sources
Number
crunching
Computer with Excel and Power BI
With Saasabi for Power BI
Data Sources
Number crunching
Computer with Excel and Power BI
Power BI vs. SharePoint
Scenarios & Features by BI product
Excel in Office 365
ProPlus/E3
BI content creation
Power Query, Power Pivot,
Power View, & Power Map
SharePoint
Online P2
Power BI for Office 365

BI sharing & viewing
Viewing (HTML5): <10MB
Viewing (HTML5):
<250MB


BI Sites (organized report homepage)

Query Sharing & Enterprise Data Search

Data Management & Mobility
Data Stewardship & Scheduled Refresh

Q&A (Natural Language Query)

Power BI for Windows & iPad (Mobile BI)

Power BI in Office 365 vs. SharePoint
Feature
Power BI for Office 365
SharePoint On Premise (Power User)
SharePoint On Premise (IT Pro)
In memory
Yes
Yes
Yes
Data size
250MB
Configurable up to SharePoint limit (2gb)
Unlimited (or limited by RAM)
Data Refresh
Yes, using Gateway
Yes, Power Pivot Gallery
Yes
Direct access to on premise data
No
Yes
Yes
Refresh from Power Query
Yes
No
No
Support for Power View in
PowerPoint
No
Yes
Yes
Render Power Map in browser
No
No
No
Create Power View reports
No
Yes
Yes
Render Power View Sheets in
browser
Yes
Yes (SP 2013), No (SP 2010)
Yes (SP 2013), No (SP 2010)
HTML5 support / Mobile Access
Yes
No
No
Natural Language (Q&A) query
Yes
No
No
Synonyms in Power Pivot model
Yes
No
No
Yes
Yes
Windows Authentication (corporate
Yes (DirSync)
domain)
Power BI in Office 365 vs. SharePoint
Max Workbook Size
Power BI: the maximum workbook size currently is 250MB. Nearly all
of the data needs to be in the Power Pivot model because only 10MB is
permitted outside of the model.
SharePoint: the maximum workbook size is 2GB.
… if you are still awake, say YES!
Evolving Product
• Example: Custom Map
Power BI Portal
www.powerbi365.com.au
Resources
Getting Stated with Power BI for Office 365 preview
http://office.microsoft.com/en-us/excel/power-bi-downloadadd-in-FX104087144.aspx
Power BI blog http://blogs.msdn.com/b/powerbi/
Introduction to Power BI Admin Center
Power BI Admin Center Help
Restore a Data Management Gateway
Monitor System Health using the System Health OData Feed
Publish SSIS Packages as OData Feed Sources
Supported Data Sources and Data Types
Need a copy of the slides?
• Download the slides from here:
• http://www.agilebi.com.au/download
• Or scan this:
Sponsors
Sydney Business Intelligence User Group
Nov 2014