11/17/2018 7:57 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Power BI Embedded Analytics 11/17/2018 7:57 PM Power BI Embedded Analytics Omri Armstrong Software Engineer @ Microsoft In the past years, BI data analytics in business apps became a necessity by allowing their users to get insights and make informed decisions, over the large scale of available data, quickly and easily. We will get a sense of that power in the following demo. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Agenda Power BI Embedded Overview Demo Power BI Embedded Walkthrough 11/17/2018 7:57 PM Agenda Power BI Embedded Overview Demo Power BI Embedded Walkthrough © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Prerequisites Visual studio 2015 or above. Download Power BI Desktop 11/17/2018 7:57 PM Prerequisites Visual studio 2015 or above. Download Power BI Desktop Download Contoso .pbix sample Download ‘App Owns Data’ sample app You need windows OS in order to use Power BI Desktop, if you have a different machine, skip this step and let me know when we get to this point. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
11/17/2018 7:57 PM Embedded analytics? Embed Content into apps to deliver stunning, fully interactive reports into apps without the time and expense of having to build controls from the ground up. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Why embedded analytics? 11/17/2018 7:57 PM Why embedded analytics? For your business Achieve faster time to market with your application by minimizing development efforts Stand out in the market place by harnessing the power of a world- class analytics’ engine For your developers Spend time focusing on your product instead of developing analytics features Rapidly meet customer report demands without development For your customers Generate insights through easy-to-navigate data- exploration based on their requirements from anywhere Help customers make quick, informed decisions in context Three important stakeholder groups will greatly benefit if you choose to buy an analytics’ solution: Business, Developer & Customers. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Analytics & BI Platforms* 11/17/2018 7:57 PM February 2018 A Leader in Analytics & BI Platforms* Gratner are releasing every year the ‘Magic Quadrant’ which is a research about the self services BI and analytic tools currently available in the market. You can see that in 2018 Microsoft (with its Power BI solution) is leading these market where most of the other companies' solutions are left far behind. *Gartner “Magic Quadrant for Analytics and Business Intelligence Platforms,” by Cindi Howson, Rita L. Sallam, James Laurence Richardson, Joao Tapadinhas, Carlie J. Idoine, Alys Woodward, February 2018 The above graphics were published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Microsoft. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Power BI: experience your data 11/17/2018 7:57 PM Power BI: experience your data Any data, any way, anywhere Create Share Embed The Power BI solution has three major parts: Create – create your data analytics report with Power BI Desktop, which is free self-service BI tool, allowing you to easily connect to your data and get insights from it. Share - publish the report you’ve created to PowerBI.com to share and collaborate with other members in your organization. Embed – empowering your app users by embedding the data analytics inside your SaaS application in a seamless way. We will now deeper to each of these parts… Power BI Desktop Power BI Service Your Saas application © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Create powerful reports with Power BI Desktop 11/17/2018 7:57 PM Create powerful reports with Power BI Desktop Connect, model & visualize Easy report authoring Custom visualizations R integration So with Power BI Desktop you can build great data analytics easily, without writing any code, for free!! Connect, model & visualize – PBI Desktop allow you to pull data together from multiple different data sources. Transform and clean that data. Model and add custom calculations. And then visually explore and create interactive reports. Easy report authoring – with a freeform canvas for interactive visualizations created with simple drags & drops. Custom visualization – if you didn’t find the visualization you want out of the built-in visualizations, you can choose from hundreds of custom visuals created by the Power BI community, or you can build your own custom visual using a set of available APIs. R integration – you can extend your reports with advanced analytics through support for R. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Share and collaborate with Power BI Service 11/17/2018 7:57 PM Share and collaborate with Power BI Service Get started in minutes Run your business in real time with live dashboards Automatically discover insights from your data Once you are done building your report in Power BI Desktop, you can publish it to PowerBI.com, which is the web solution for Power BI, in order to share and collaborate your report with members in your organization. Get started in minutes – it’s very easy to sign-up to PowerBI.com with your organizational email. Run your business in real time with live dashboards – in PowerBI.com you can create your own dashboards to get a view of the data most interesting for you in one place, side by side. Automatically discover insights from your data - with a single click you can run advanced algorithm on your data, looking for interesting patterns, and get additional automatically created insights, that you can also add to you dashboards. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Deliver insights to your customers with Power BI Embedded 11/17/2018 7:57 PM Deliver insights to your customers with Power BI Embedded Embed engaging, interactive data visualizations contextually and transparently Device-agnostic consumption Manage, automate and deploy at scale https://aka.ms/pbijs Now you can take the data analytics in the reports and dashboards you’ve created in PowerBI.com and embed them inside your application, and thus empowering your app users with insights that helps them to make quick decision in context. Embed engaging, interactive data visualizations contextually and transparently – in the beginning of our session, we saw in the warehouse demo, how the data analytics look and behave as an integral part of the application. Device-agnostic consumption – you can get this interactive visualizations on any device: web, tablet, mobile. Manage, automate and deploy at scale - Power BI Embedded has a comprehensive set of APIs that allows you to manage, provision and deploy your solution in an automated way that can be scaled. This simplifies time consuming tasks such as on boarding of new customer into you app. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Demo Warehouse Management App Demo 11/17/2018 7:57 PM https://warehousemanagementdemo.azurewebsites.net/ This is a warehouse management web application, used by the managers, to monitor the warehouse operation, detect problems and take actions. Kim is the warehouse manager. She uses this application on a regular basis to monitor the operating costs of the warehouse. Lets log-in to the application as Kim You can see that the home page contains data analytic visualizations that helps Kim do her job. Here she can see the operating costs over time and in this case easily detect that the operating costs are raising. On the right she see’s that sector number 6 is in red, so when she click on sector 6, all the data analytics in the page are filtered to show only sector 6 data – we see that indeed sector 6 mostly effect on the raise in the operating costs. Now Kim want to continue and investigate why there are high operating costs in sector 6. In the operating coast visual she will click on the different categories in the pie chart and see how it filters the operating costs – we see the ‘Order Picking’ mostly effect the high operating costs. On the right-bottom we see the list of robots, responsible of the order picking, and their health – Kim easily detect that one of the robots is not functionating, which probably effects the high operating costs. She right click on the “sick” robot and open a service ticket for it to be repaired. So, we saw how Kim can simply get the current status, detect issues, investigate root cause and take action, in her regular application, by using Power BI data analytics embedded in the app in a seamless an natural way. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Power BI Embedded Walkthrough 11/17/2018 7:57 PM Power BI Embedded Walkthrough (Hands on part) © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Goal We will learn: How to setup Power BI environment. 11/17/2018 7:57 PM Goal We will learn: How to setup Power BI environment. How to create and embed Power BI content. For you to embed Power BI analytics into your app, you will need to do the following steps: Get started with Power BI – set up Power BI environment to create and publish the data analytic content. Embed your content – embed the data analytic content inside your app. Promote your solution to production – publish your app to your end users by moving the embedded content to a Power BI Embedded capacity. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
How to embed with Power BI: 11/17/2018 7:57 PM How to embed with Power BI: https://docs.microsoft.com/en-us/power-bi/developer/embedding-content 1. Create Power BI Report 2. Setup Power BI environment 3. Embed your content 4. Promote your solution to production For you to embed Power BI analytics into your app, you will need to do the following steps: Get started with Power BI – set up Power BI environment to create and publish the data analytic content. Embed your content – embed the data analytic content inside your app. Promote your solution to production – publish your app to your end users by moving the embedded content to a Power BI Embedded capacity. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
1. Create Power BI Report Download Power BI Desktop 11/17/2018 7:57 PM 1. Create Power BI Report Download Power BI Desktop Download Contoso .pbix sample Create visuals The first step is to create the data analytic report using Power BI Desktop: Let’s open the report we’ve embedded in the warehouse demo as an example – you can see the visualizations we saw in the web app. Let’s create a new page with a new visualization (Warehouse Hist Operating Costs → Distribution, Operating Costs). Now let’s switch between the different visualization types. Now those of you with windows OS can download Power BI Desktop and the sample pbix and play with it for a few minutes. I’ve added a link to a guided learning that walk you through all the Power BI Desktop details. Learn more https://docs.microsoft.com/en-us/power-bi/guided-learning/ © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
2. Setup Power BI environment 11/17/2018 7:57 PM 2. Setup Power BI environment Create Azure Active Directory tenant https://portal.azure.com Buy Power BI Pro License https://portal.office.com Create App Workspace https://powerbi.com or Power BI REST API Group operations Upload your reports https://powerbi.com or Power BI REST API Import operations So after we’ve created our Power BI report we need to set up with Power BI Service to publish our report: For that, the first thing that you will need is an Azure Active Directory tenant user with Power BI Pro account. We call this user the ‘master user’ (we will talk more about this master user later). You can use an existing Azure AD tenant or create a new one specifically for embedding purposes. If you don’t have an existing Power BI account or an existing Azure Active Directory – you can start playing with Power BI Embedded by creating a free O365 trail subscription – I will show you how to do that in office.com (E5) Now, Let’s sign-in to PowerBI.com with the user we’ve just created - the master user. Next we will need to create an App Workspace that will contain the embedded content. An App Workspace in Power BI is like a container of the content that you and your colleagues collaborate on. I will show you how to do that in PowerBI.com, but you can also do that programmatically via our Power BI REST API. Lastly we will import the report we’ve created to our workspace (again this operation can also be done via our Power BI REST API) You can see the report that we’ve imported and that we will embed in our sample app in the next step. Office trail: search for office in bing (https://www.office.com/) Product -> Enterprise -> see plans & pricing -> E5 learn more -> free trail https://portal.azure.com © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
3. Embed your content – flow 11/17/2018 7:57 PM Azure Active Directory So let’s go over the flow of embedding Power BI content into your app. We have 4 players: The end user of the application who want to view the content in the application – this user does not have to be AAD user or Power BI licensed – only the application itself manages its own users. The ISV application running in the backend. Azure Active Directory for authentication. Power BI Service for retrieving the embedded content. So the flow is basically based on three steps: Get AAD access token - the ISV application authenticated against the Azure Active Directory with the Power BI master user, and get an AAD access token as a result. Get embed token - then the ISV application uses the AAD access token to access Power BI and acquire an embedded token – The embed token gives the end user of the application limited access to the Power BI resources, of the master user, by specifying the specific resource and permission scope (e.g. I allow the end user just to view this specific report) Access the content - lastly the browser will use the embed token to access Power BI and get the content. Power BI © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
3. Embed your content: Register your app and apply permissions 11/17/2018 7:57 PM 3. Embed your content: Register your app and apply permissions https://docs.microsoft.com/en-us/power-bi/developer/register-app#apply- permissions-to-your-application Download ‘App Owns Data’ sample app https://github.com/Microsoft/PowerBI-Developer-Samples Try out our JavaScript Embedded capabilities https://aka.ms/pbijs Register your app and apply permission You will need to register your application within your Azure AD tenant for your app to be able to authenticate against Power BI and make the required REST API calls: for example the generate embed token. Go to dev.powerbi.com/apps and register a new app Go over to Azure portal and grant permission the that app Download ‘App Owns Data’ sample app Explain the difference between App Owns Data and User Owns Data. Update the web config file and run the sample app. The sample apps use two SDKs: Microsoft.PowerBI.API - .Net SDK for performing the REST API calls to Power BI Microsoft.PowerBI.JavaScript – JavaScript SDK for performing the embed calls to Power BI Go over code – C# + JavaScript Try out our JavaScript Embedded capabilities Search for ‘Power BI Embedded in azure’ in bing. Go over live demo tool capabilities. Demonstrate how to take the code from the tool and use in the sample app. Audience to play with the tool on their computers. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
4. Promote your solution to production: 11/17/2018 7:57 PM 4. Promote your solution to production: Create ‘Power BI Embedded’ capacity https://portal.azure.com or Power BI Embedded PowerShell Assign workspace to capacity https://powerbi.com or Power BI REST API Capacity operations Lastly, for embedding Power BI content, in your application, in production, you must create Power BI Embedded capacity. The capacity is like the hardware that supply the compute power (V-Cores) and RAM (memory cache) required for embedding Power BI content in your application. The creation and management of the Power BI Embedded capacity is done in Azure. There we’ve created a new resource called: “Power BI Embedded“ Create: So, the first step is to create our Power BI Embedded capacity resource: Let’s click on ‘Create a resource’ and chose the ‘Power BI Embedded’ resource. In this blade we will need to fill the required details, for example: the resource name, the subscription that will pay the bill, the pricing tier based on the capacity specification. You chose the capacity SKU based on your knowledge on consumption load and complexity of your visuals and dataset to acquire the optimal performance. Talk about A1 as an example – hourly billing 1$ per hour. Next, we will click on the ‘Create’ button. Overview existing capacity: Now let’s look on an already existing capacity: Show existing capacity (‘Overview’ tab): We can see that this capacity is A1 SKU Pause: We can now pause the capacity and stop the billing in times we don’t plan to use it, e.g. during the weekend, and later start the capacity again Pricing tier: We can scale up or scale down the capacity by changing the capacity SKU to better fit our usage, e.g. if you know the peak hours in your organization, you can create a script that will automatically scale up the capacity in those times and then scale down again. Metric: A new monitoring capability that we’ve added for our Power BI Embedded resource is the Metrics: The metrics helps you monitor and utilize your capacity by understanding the performance the application users experience. Currently we have two metrics and we are now working on exposing additional metrics. Next, we will be able to add a metric alert that will be triggered when we pass a certain threshold (e.g. identifying situations where visuals starts being loaded very slowly). We can then configure that the capacity will be scaled up automatically when this alert triggers. We will do that using PowerShell commands that allow us to also manage our Power BI Embedded resource programmatically. PowerShell: Now let run the scale up PowerShell command, to scale to A2 capacity, and go back to the portal to see the effect Run: Update-AzureRmPowerBIEmbeddedCapacity -Name diklabcap1 -Sku A2 Show the effect in the azure portal (the capacity SKU should be A2) Assign to Capacity After creating your dedicated capacity, you need to assign the workspace used for embedding, to that capacity. You can do that in PowerBI.com or programmatically via the Power BI REST API. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Developer resources Developer docs App Samples Live JS Sample 11/17/2018 7:57 PM Developer resources Developer docs https://powerbi.microsoft.com/en-us/documentation/powerbi-developer-embedding/ App Samples https://github.com/microsoft/powerbi-developer-samples Live JS Sample https://aka.ms/pbijs Power BI REST API https://msdn.microsoft.com/en-us/library/mt147898.aspx Power BI JavaScript https://github.com/Microsoft/PowerBI-JavaScript/wiki Azure Capacity PS https://docs.microsoft.com/en-us/powershell/module/azurerm.powerbiembedded/?view=azurermps-5.4.0 Ask us questions https://community.powerbi.com/t5/Developer/bd-p/Developer © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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