THE STUDENT BECOMES THE MASTER 2 Gaining Mastery of Power BI

Mark Jensen, Director of Product Management, InterDyn BMI  Started w/GPA for DOS Tech Support at Great Plains Software  Dynamics GP experience since V0.5 (Support, Training, Product Mgmt)  Software Product Management/Marketing for past 20 years  Fargo for 27 years; now based in Minneapolis INTRODUCTIONS 3

Active Clients 21 U.S. Locations 160+ Team Members and growing! 30 Years in Business · Since Active Clients GOLD Certified Dynamics ERP & CRM A QUICK LOOK AT INTERDYN BMI

5 SESSION OBJECTIVES Improve your understanding of: powerbi.com Power BI and Excel Organization Packs, Security and Groups Learn how to: Publish reports and dashboards to powerbi.com Connect and collaborate to Excel Create groups and publish organization packs 5

6 WHAT IS BUSINESS INTELLIGENCE? “Business intelligence is essentially timely, accurate, high-value, and actionable business insights, and the work processes and technologies used to obtain them.” BI for Dummies, Swain Scheps Timely Accurate High-value Actionable

7 WHAT IS MICROSOFT POWER BI? Suite of business analytics tools Focus on what matters Accessible from Web, Desktop, Mobile Works with ERP to web analytics apps Office 365 users to share with colleagues 7

DIFFERENTIATING FEATURES 8 Data access, mashups, and transformation in Power BI Desktop Pre-built dashboards and reports for popular SaaS solutions Intuitive data exploration using natural language query Secure, live connection to your data sources, on-premises and in the cloud Real-time dashboard updates

9 Data sources include Microsoft apps & SaaS e.g. Dynamics, Office 365, Visual Studio Online, System Center, … 3 rd party apps & SaaS e.g. Salesforce, Marketo, Zendesk, Adobe, Quickbooks, Custom Microsoft databases & data services e.g. SQL Server Stream Analytics, SQL Data Warehouse, Excel, HDI, … 3 rd party databases and data services e.g. Oracle, Teradata, DB2, PostgresSQL, Hadoop, MySQL CONNECTS TO THE DATA THAT MATTERS

10 WHAT? 10 powerbi.comExcelGroups and Packs

11 POWER BI Service Simple Powerbi.com Generate insights Excel Direct import Excel Data Model Pin from Excel Groups Share across org Create/Edit online

12 POWERBI.COM 12 PublishingNatural LanguageDashboards

DEMO

14 POWERBI.COM 14 PublishingNatural LanguageDashboards

15 EXCEL 15 Direct ConnectExcel Data ModelsPin Visuals

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17 COLLABORATE W/EXCEL 17 Direct ConnectExcel Data ModelsPin Visuals

18 GROUPS AND PACKS 18 GroupsContent Packs

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20 GROUPS AND PACKS 20 GroupsContent Packs

21 POWER BI BENEFITS 21

22 WHAT? 22 powerbi.comExcelGroups and Packs

23 QUESTIONS? Direct: Thank you for attending! 23