BI06 THE TIME IS NOW TO GET STARTED WITH MICROSOFT POWER BI James Crowter MVP, Managing Director, Technology Management Sorry downloaders but you’ll have to come to the session to see it in action, no screenshots here

#NAVUGCongress16 2 WHO AM I? James Crowter Managing Director Technology Management Dynamics MVP  20+ years NAV consulting veteran  Certified in 1998 for Distribution & Manufacturing  Certified NAV Developer  Consultant for seven consecutive TAP programs  Lead a 90+ people NAV Partner from the UK  Dynamics MVP

#NAVUGCongress16 What is PowerBI? Why PowerBI? The NAV 2015/16 content pack Publishing your own queries Options to consume & the refresh question Something for the future? AGENDA 3

WHAT IS POWERBI?

#NAVUGCongress16 According to Microsoft Power BI is Microsoft's cloud-based business intelligence (BI) solution that works from within Excel and Office 365 to analyse and visualize data in a self-service way. The BI solution is designed to help business users gain insights from their data. Great so what does that mean? Its an easy to use but highly capable tool for turning you data into easily understood insights from multiple desperate data sources that you can then distribute and consume wherever you are. WHAT IS POWERBI 5

#NAVUGCongress16 Very wide support – lots of data sources Can be as simple or complex as you want Looks good quickly & simply Massive choice of standard & custom visualisations Can publish to anyone, anywhere on anything Can be viewed from biggest to smallest screen KEY POWERBI ATTRIBUTES 6

WHY POWERBI?

#NAVUGCongress16 Microsoft strategic data analysis toolset Being linked and increasingly built in to MS products Lots of third party support It’s a great easy to use toolset Low cost compared to competitors Users like it WHY POWERBI 8

THE NAV 2015/16 CONTENT PACK

#NAVUGCongress16 Let’s try it out NAV 2015/2016 POWERBI CONTENT PACK 10

PUBLISHING YOUR OWN QUERIES

#NAVUGCongress16 Need access to the development environment Poor Microsoft, query builder in a page please Keep it simple to start with Can include flow fields & sums Publish as a web service Take a ‘cut’ of the Odata web service address Test you can connect in your bowser Make sure your OData publishing service is enabled BUILDING A NAV QUERY 12

#NAVUGCongress16 Free of charge download from Microsoft Allows you to connect to OData queries Format & Link your queries Create calculated fields with new measures Averages & percentages Once data is extracted you can save it Build the visualisations you need POWERBI DESKTOP 13

#NAVUGCongress16 Lets connect to our query’s in PowerBI desktop Lets define/format the data Lets link them together Lets create a new measure Lets put them into a simple visualisation SO LETS CONSUME OUR QUERY 14

OPTIONS TO CONSUME

#NAVUGCongress16 Use in PowerBI Desktop Publish to the PowerBI Service in Office365 Be careful, not everything in desktop is supported This is changing weekly Use on any web browser capable device Large TV type devices Apps for iOS, Android & Windows OPTIONS TO CONSUME 16

THE REFRESH QUESTION

#NAVUGCongress16 It doesn’t pull – you have to push Install PowerBI Gateway Enterprise Installed on local machine to your data Configure requests from O365 PowerBI admin centre You can push to PowerBI REST Web Services You can do this from NAV with Job Queue HOW DO YOU GET IT TO UPDATE? 18

#NAVUGCongress16 POWERBI IN ACTION Tuesday 10 th May 11:15 -12:00 Room C4.1.2 Jeroen Beemster Microsoft Power BI is a dynamic toolset indeed, but if you have had some trouble envisioning how to fully use it, seeing examples from another Dynamics NAV user can help. NAVUG member Bejo Zaden B.V. will share how they are using Power BI to unlock valuable insight into their operations, even combining externally published data to spot trends and opportunities for growth. In addition you will lessons learned from their implementation and their plans for ongoing expansion with this powerful tool. THE NEXT SESSION TO ATTEND 19

#NAVUGCongress16 Contact information James Crowter blog: 20 THANK YOU FOR ATTENDING

#NAVUGCongress16 Reminders: Please download the session slides from the NAVUG Congress Community or through the Congress App Please visit our Dynamics NAV help desk Monday evening in the Expo Please complete your session survey in the Congress App 21 THANK YOU FOR ATTENDING