Power BI – Intro Level: Beginner (No Experience Necessary) Shannon Holck, MCT, Thank you to our sponsors, our speakers, and our volunteers!

Thank you to all of our Sponsors!  Diamond Sponsors  Platinum Sponsors  Gold Sponsors  Marquee Sponsors 9/19/2015SQLSaturday #441 – Denver |

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About Shannon  Currently: BI Engineer for National Cinemedia in Denver Tech Center  Qualifications  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 PowerBi.Com (Software as a service … updated monthly) Power BI Mobile App Power BI Desktop (more powerful editor) Web Browser Power BI Desktop (more powerful editor) 3 rd Party SAAS

Power BI Components 1.Power BI website (  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 address to sign up (no gmail/yahoo/msn/aol) 2.Power BI Desktop  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  Access them from anywhere, anytime (including on mobile devices)  Share them via 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  $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!

HOW DO YOU USE POWER BI? … unless you have critical questions, let’s save to the end! WARNING – Power BI is SAAS … it could go down during this presentation!

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)Get some data b)Munge and mashup the data into a useable model c)Build some visualizations d)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 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 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  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?  Self-service next gen BI tool that replaces Power Add-Ins for Excel consisting of PowerBI.com, Power BI Desktop, and Power BI Mobile  What can you do with Power BI?  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?  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:    Linked In: Shannon Holck  Blog (it is a sad, sad, little blog): biwarewolf.blogspot.com

Collaboration  Sharing  Read-only  Via  Via Outlook Distribution Lists (sends individual s to up to 500 recipients)  Via Office 365 Groups (admin your own groups)  Via Content Packs (Power BI Pro only) – create private or shareable dashboards in the Content Gallery  Refresh  Via Personal Gateway – to refresh from on-prem data  Security  Via  Sanitizing  Curate datasets  Provide datasets via Gateways that can run as a service account  Provide content packs with visualizations

Extensibility  Custom Development via:  REST API – to create your own custom apps (examples out there?)  Custom Color Palette - Web based authoring (look into this)  Custom Content Packs  Custom Visualizations –open source project on GitHub  MS is running a contest for best new visual $5K for winner, $1K for runners- up