Automating Power BI Creations Angel Abundez VP Business Intelligence, DesignMind

Agenda What is Power BI? (v1 and v2) Data Refresh in Power BI for Office 365 (v1) Data Refresh in Power BI Public Preview (v2) Automate anywhere with Power Update For more info on building your self-service platform with SharePoint On-Premise, download my PASS Summit 2014 session:

Excel 2013 Power BI (v1)

Power BI Designer (v2) (Power Query/Power Pivot)(Power View)

Power BI Creation Complete Prepared the data Made it understandable Used the latest tools

Data Analyst Production Cycle

We’ll be focusing on this end of the Cycle in this session

Typical End User Requests post-report dev How do I access this report? How often will it be refreshed? What do I need on my machine to access this report? Does it need to run on a server? How long is it gonna take for IT to help me automate this?

Refreshing Data in Power BI v1 1.Setup Data Management Gateway and Data Source(s) in Power BI Admin Center 2.Use published OData Feeds in Power Query

Reference: scheduled-data-refresh-in-power-bihttp:// scheduled-data-refresh-in-power-bi Data Management Gateway in Office 365

Tips in Power BI v1: 1.Unless IT publishes Odata feeds from your Source, use Power Pivot, not Power Query 2.Match the Data Provider between PowerPivot and the Office 365 Data Source

Data Management Gateway PROS Governance Windows Service Encryption Security CONS Requires Office365 Power BI Tenant Limited Data Sources Restrictions on Columns Limited Power Query & Custom SQL support Refresh once a day maximum File size 250 MB Max

Power BI for Office 365 Demo Setup Data Source in Power BI for Office 365

Refresh Data in Power BI v2 (in Preview) 1.Power BI Analysis Services Connector 2.OneDrive 3.Power Update (coming soon)

Power BI SSAS Connector For Power BI v2 Real-time connectivity to on- premise Tabular Models, not Multidimensional Cannot run the SSAS Connector and the DMG on the same computer Credentials are based on a single refresh account, not by logged in user. Reference:

One Drive Store and update data on One Drive for Personal or Business Data is refreshed from One Drive every hour Requires use of Excel tables (Cntl-T) Reference:

Power BI Public Preview Demo Create a Power BI Dashboard from One Drive

Power Update Client Tool that refreshes any Power BI Creations Refresh on File Servers, SharePoint on-premise, SharePoint Online

Power Update Reference:

Power Update Reference:

Power Update Reference:

Power Update Reference:

Power Update Reference:

Power Update Reference:

Power Update Additional Features Notifications Timestamp Workbooks Power SQL Update Add-In

This changes everything DOUBLE CUP!!!!

Power Update Demo Refresh Power BI workbook calling Custom SQL Refresh Power BI workbook pulling data from CHP Website Refresh SalesForce data in SQL Server using Power SQL Update Add-In

Recap Power BI in Excel Power BI Designer Data Refresh with Data Management Gateway and Power Pivot workbooks Data Refresh with the new Power BI Public Preview Power Update