Power BI Premium Service Brenda Ulin, Dawn Moore, Alex Junk, Braden Smith ITS – Business Intelligence Shared Service Center (BISSC)

Knock, knock How many BI Architects does it take to change a light bulb?  None. It's a hardware problem. What do you call 8 hobbits?  A hobbyteData modeling

ITS Service Partners Enterprise Services DNA SQL Server Team (IDDM) Help Desk Licensing

Power BI What is Power BI? Data transformation Data modeling A business analytics suite of tools that enables delivery of insights to support data informed decision making Data transformation Data modeling Data visualization Data analytics Goal: support the culture of data informed decision making at the University of Iowa

Power BI Premium What is Power BI Premium? Dedicated Hardware for UI Enhanced tenant-wide capabilities Dedicated Hardware for UI Share content with anyone within UI Premium capacity App On-premises Embed Power BI visuals within custom applications Paginated reports Enhanced data curation

Environmental Diagram

Environment Summary On-Premise Power BI Report Server Environment   On-Premise Power BI Report Server Environment Cloud Power BI UI Shared Capacity Environment Cloud Power BI Premium Capacity Environment Tenant hardware/location Located in U of I data center. MS Cloud: Shared with other organizations MS Cloud: Dedicated to the University of Iowa Purpose Hosting institutional data within UI network space. May be production or pre-production, depending on which server is used. Hosting MS Power BI, including development, test*, etc. Geared toward environments where consumers have Power BI Pro. Hosting MS Power BI deemed production (released to users, including user acceptance testing) Data Gateway N/A – Data Gateway not required Requires management with ITS Admins Access Not governed ITS-Monitored to comply with Access (Groups) App Workspace Creation ITS SQL Team creates folders Developers are responsible for workspaces Developers will work with ITS to create a new workspace and promote to Premium capacity Power BI Apps N/A Available, however require a Power BI Pro license to share Required to share content with users not assigned a Power BI Pro license. Licensing Requirements BI artifacts can be shared with anyone with a Iowa domain HawkID. Apps can only be shared with other Power BI Pro users, or the public. Apps can be shared with Power BI Free and Power BI Pro users. Paginated Reports Available. Also available on SSRS hosted servers. Available (in preview only) Data Refresh 48 / day 8 / day Embedded API and controls BI artifacts can be embedded in frames/applications without restriction. Can embed only in Office 365 Sharepoint Power BI web parts. Embed Power BI visualizations within custom applications (Microsoft registration required) Custom Visualizations Only approved custom visuals are allowed. Training Training recommended Completion of training is required prior to creation of the premium workspace. Institutional Data Policy Anyone publishing institutional data must adhere to the University of Iowa’s Institutional Data Policy.

Power BI Report Server Deployment Scenarios BI reports and the data needs to reside on-premise Report-level utilization metrics are necessary Required to publish Paginated (RDL) reports

Power BI Service (Shared Capacity) Deployment Scenarios Share BI artifacts with only Power BI Pro users Report(s) need to be shared publicly Proof of concept (POC) artifacts R and Python integration Current Power BI feature set

Power BI Service (Premium Capacity) Deployment Scenarios Share BI artifacts with any type of user (Power BI Free or Pro) Need to embed Power BI within a custom application Required to publish Paginated (RDL) reports Data refresh needs to be more frequent than 8 times per day Cannot share artifacts publicly

BISSC & Your Power BI Development Enabling collaboration for your solutions Supporting BI best practices Cultivate technical growth Framework to provide distributed BI development at an enterprise scale

Environment Governance Details Data Gateway Work with ITS on setting up data connections for use within Power BI Service Access Use Active Directory security group to grant access Campus Data (https://data.uiowa.edu) App Workspace Creation Naming conventions: Group Name-SubGroup Name-Descriptive Name ITS-BISSC-HumanResources, ITS-BISSC-SpaceSurveyOperations, COP-IT-PharmD Power BI Apps Share with users without a Power BI Pro license Licensing Requirements Developers: Power BI Pro Consumers: Power BI Free

Environment Governance Details (continued) Data Refresh On-premise and Premium capacity: up to 48 times per day Shared capacity: up to 8 times per day Embedded API and Controls On-premise: embed in iframes using appropriate URLs Shared capacity: SharePoint Online Power BI web parts Premium capacity: SharePoint Online & custom applications Custom Visualizations Before using contact PowerBI-Support@uiowa.edu to ask about supported visuals Training opportunities Developing in Power BI, Refreshing Your Data & Power BI Workspace Admin To schedule training email PowerBI-Support@uiowa.edu

Role Summary On-Premise Power BI Report Server Browser – May view folders, reports and subscribe to reports Report Builder – May view report definitions Publisher – May publish reports and linked reports to the report server Content Manager – May manage content in the report server. This includes folders, reports and resources

Role Summary (continued) Power BI Service (Shared Capacity) Member – Can view BI artifacts stored in a workspace Contributor – Can edit BI artifacts stored in a workspace Workspace Admin – Can add, remove or promote workspace members, edit and delete a workspace

Role Summary (continued) Power BI Service (Premium Capacity) Member – Can view BI artifacts stored in a workspace Contributor – Can edit BI artifacts stored in a workspace Workspace Admin – Can add, remove or promote workspace members, edit and delete a workspace Premium Capacity Admin – Has full control over a premium capacity and its administrative features Power BI Service Admin – Has full control over the Power BI tenant and its administrative features (except for licensing)

Demos Pharmacy – Premium features Enterprise Services - Excelling@Iowa BISSC – R embedded visuals BISSC – Mobile ready reports BISSC – Create data gateway BISSC – Connect report to gateway BISSC – Create an App from Workspace BISSC – Create a DataFlow

College of Pharmacy Benefits from Premium Pilot Experience Adding new users No longer requires going through the process for Pro license Quicker Lower Cost Lowered Learning curve for new users More intuitive Started publishing our Apps Easier to manage, edit and view access App is view only, Premium users are given access to this Staging platform for development Changes are not automatically published Can exclude reports entirely Report Distribution Quicker and Easier Reach more individuals than we could before

Excelling@Iowa - Embedding

Roadmap More Training Opportunities Dataflows BISSC would like to offer more training to campus to take advantage of Power BI Setting up office hours to help work through Power BI or any BI solution Dataflows Data curation for campus use Incremental refresh & combining dataflows

Takeaways Share Power BI content with ANYONE on campus! Premium capacity App On-premise Power BI Report Server Environments: Premium Capacity, Shared Capacity & On-premise BISSC is here to support you! Questions: PowerBI-Support@uiowa.edu Training for Power BI content providers: PowerBI-Support@uiowa.edu UI Power BI Service – Framework and Governance

Call to Action Contact us! Setup a meeting to start the onboarding process Onboarding Licensing Training Workspace creation Development consultation