Tampa Power BI User Group September 18th, 2018

Welcome! House Items Agenda Sponsor Wi-Fi – Must use IE to login! SSID: CWGuest username: guest password: connectwise Agenda Power BI Features & Updates Power BI World Tour Project Professional Program ddd

Follow us on Twitter! @PBI_TampaPUG Best news & resources on all things Power BI Guides, how-to’s, and tips Covering Desktop, DAX, Power Query, Service Get the latest updates on Power BI new features 2 posts during the work week! https://twitter.com/PBI_TampaPUG

Power BI Updates – August/September 2018 Desktop Print Reports to PDF & Import (preview) Python Support Copy values Aggregations (preview) M intellisense (preview) Service & Gateway Power BI Comments New Workspace experience (preview) Report URL filter improvements Events & Misc. Monitoring Capabilities for Premium August Report Server Update PowerShell APIs

Print Reports to PDF (preview) Can now Export pages from Power BI to PDF New Connector to PDF (preview) Automatically extract tables from PDF https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-september-2018-feature-summary/#pdf https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-august-2018-feature-summary/#print

Python Support (preview) Python programming language is now integrated Run Python scripts directly to create a Data Source Create new visuals with Python (like R visuals) https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-august-2018-feature-summary/#python

Copy values from Table / Matrix Copy specific values or a selection of data from table or matrix Copy value – unformatted value to clipboard Copy selection – copies row and column headers https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-september-2018-feature-summary/#copy

Aggregations (preview) Store only summarized values into memory Removes having to load entire dataset Query performance over large datasets Data Refresh greatly reduced Caveats – must use Composite models & DirectQuery must be underlying data source https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-september-2018-feature-summary/#aggregations

M intellisense (preview) Available in Query Editor & soon to Formula Bar & Custom Column Includes Syntax highlighting Line numbers Function, parameter, and variable completions https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-september-2018-feature-summary/#m https://ssbi-blog.de/technical-topics-english/intellisense-for-power-query-m-finally/

Desktop Updates - Links Print Reports to PDF & PDF Import (preview) https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-september-2018-feature-summary/#pdf https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-august-2018-feature-summary/#print Python Support https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-august-2018-feature-summary/#python Copy Values in Table or Matrix https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-september-2018-feature-summary/#copy Aggregations (preview) https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-september-2018-feature-summary/#aggregations https://docs.microsoft.com/en-us/power-bi/desktop-aggregations M Intellisense (preview) https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-september-2018-feature-summary/#m https://ssbi-blog.de/technical-topics-english/intellisense-for-power-query-m-finally/

Dashboard Comments in Power BI Add Comments directly to Dashboards & specific visuals All within Power BI Service Notify others by @mentioning in comments https://powerbi.microsoft.com/en-us/blog/announcing-dashboard-comments-in-power-bi/

New Workspace Experience (preview) Manage access to workspaces using security groups, distribution lists, and multiple Office 365 Groups Create a workspace without creating an Office 365 Group New tools for PBI Admins including APIs Caveats Retiring organizational and service content packs! New Workspace Roles for members No Usage metrics https://powerbi.microsoft.com/en-us/blog/enable-your-team-with-new-workspaces-experiences-preview/

Power BI Report URL filter improvements Create links in Power BI to pre-filtered reports in the service Create dynamic filter URL using DAX Link one report to another pre-defined report https://powerbi.microsoft.com/en-us/blog/power-bi-report-url-filter-improvements/ https://docs.microsoft.com/en-us/power-bi/service-url-filters

PBI Premium Capacity Monitoring App Advanced look via PBI App to your datasets & workspaces See how often datasets refresh How long they take https://powerbi.microsoft.com/en-us/blog/new-monitoring-capabilities-for-power-bi-premium-capacities/

Power BI – Admin PowerShell Set of APIs and cmdlets for Admins in Power BI Can work with workspaces, reports, datsets Whole Modules available https://powerbi.microsoft.com/en-us/blog/working-with-powershell-in-power-bi/ https://powerbi.microsoft.com/en-us/blog/celebrating-our-first-community-contribution-to-the-power-bi-management-cmdlets/

Power BI World Tour

Service Updates & Misc. - Links Service - Dashboard Comments https://powerbi.microsoft.com/en-us/blog/announcing-dashboard-comments-in-power-bi/ Service - New Workspace Experience (preview) https://powerbi.microsoft.com/en-us/blog/enable-your-team-with-new-workspaces-experiences-preview/ https://docs.microsoft.com/en-us/power-bi/service-create-the-new-workspaces Service - Report URL Filter Improvements https://powerbi.microsoft.com/en-us/blog/power-bi-report-url-filter-improvements/ https://docs.microsoft.com/en-us/power-bi/service-url-filters Misc. – Monitoring Capabilities for Premium https://powerbi.microsoft.com/en-us/blog/new-monitoring-capabilities-for-power-bi-premium-capacities/ Misc. – August Report Server Update https://powerbi.microsoft.com/en-us/blog/power-bi-report-server-update-august-2018/ Misc. – PowerShell APIs https://powerbi.microsoft.com/en-us/blog/working-with-powershell-in-power-bi/ https://powerbi.microsoft.com/en-us/blog/celebrating-our-first-community-contribution-to-the-power-bi-management-cmdlets/ Events – Power BI World Tour – Dallas (November 28th – 29th) https://www.powerbiworldtour.com/pbiworldtour/locations/dallas Events – Power Summit – Phoenix (October 15th – 18th) https://www.powerugsummit.com/home?CLK=e39f60cd-c1b2-4d36-9b9d-1b3204dfda51

Project Professional Workshop Program Tampa Power BI User Group

Project Professional Program How it works Use the “Dashboard in an Hour” format for our meetings Interactive & guided sessions that focus on best practices and advanced features Goals Develop skills using both technical Power BI & business understanding in a BI environment Effectively apply data storytelling & communication using the Power BI platform So what does this mean for the User Group Meetings? You are going to need your computer! We are going to focus on interactivity and building a Power BI solution together from start to finish Not just Technical – we are going to begin with a problem statement or request. We want at the end of the program you to be able to take a project and know the right approach to a Report Understand how to use the skills for storytelling Apply best practices to create powerful analysis Hopefully – be able to take the MCP!

Project Professional Program What you are going to learn Expertise in Power BI features & tools Query Editor DAX Data Modeling Data Visualization Problem Solving Skills to approach common BI use cases Business Understanding on approaching data Is this right for you? We know people are at various skill levels. Regardless, we want to not just teach but actually challenge you to think a different way based on the use cases Even if you know the basics, we are going to build HOW you approach a Report And with the large amount of features in Power BI, we are going to grow your arsenal

Project Professional Program – FAQ What do I need every meeting? Bring you laptop that has Power BI! What is the skill requirements? Basic understanding of Power BI Desktop and creating Reports. While you do not need advanced skills, our focus is to grow from basic to advanced understanding of Power BI Do I need to attend every meeting? We hope you can! While not a requirement, each meeting will follow along a certain dataset and project. We will supply all the resources needed for each meeting beforehand however.

Recap: Project Professional © 2017 Microsoft. All rights reserved.

© 2017 Microsoft. All rights reserved. Who are we? VanArsdel Manufactures and sells sporting goods Sales come from its own manufactured products and other manufactures Sells directly to consumers nationwide & international The Request The CMO wants a sales & market share analysis How well do VanArsdel’s products sell compared to 3rd Party? How do we perform nationwide vs. international for our products? What product categories and segments show recent trends How do we compare this year vs. last year? Who are our best Customers? So let’s start with who are we and what are we dealing with? We work at a company named VanArsdel – they manufacturer and sell sporting goods. They sell 3rd party and their own. We are on the Data Analyst at the company – we work with the Marketing & Sales department. There is a growing concern at the company that VanArsdel’s own products are struggling compared to similar 3rd Party products. The product team needs to know what to focus their time on, and the CMO wants to see where VanArsdel has the greatest opportunity. Not only this, but it cost more to sell 3rd Party products outside the US – how does nationwide vs. Int. compare? © 2017 Microsoft. All rights reserved. © 2017 Microsoft. All rights reserved.

Where do we Start? Ask the Right Questions Start with answering basic questions about your project Question 1: What Data do we need? What fields and tables are required to answer the questions? Question 2 What Data do we have? What do I have currently have that is relevant to this project? Question 3 What Data do we transform? What data do I need to optimize to be in the correct shape? Where did we leave off? We have to go through Data Discovery & have a firm understanding of the data we are going to be using. Before any transformations & formulas, we have to start with the basic understanding of our data. What Data do we need? Always document what fields and data you must have. What are the main metrics, values, and fields that you will be reporting on? What do you need to help describe your data (rolling up, grouping)? What Data do we have? Where does is the data coming from? Once you know what you need and how you need it, you can begin to acquire the right sources. What about the formats/types of it? Does it work? What Data do we transform? If you do not have what you need originally, this is where we start so we can create or remodel and get what we need. Any solution or Report you work always begins with getting data. With this in mind, you should ALWAYS ask and answer 3 basic questions before you start on any visual. This applies even if you know the data and have been working with the same data for years. Each request and solution is different.

Recap - MODULE 04a & 04b: DAX Evaluations & CALCULATE © 2017 Microsoft. All rights reserved.

© 2017 Microsoft. All rights reserved. MODULE 1 Recap – Discovery & Data Models Data Model & Discovery Introduced Discovery process for new Reports Introduced basic terminology of Power BI Desktop Introduced the Data Model & concepts in Power BI Key Points What do we Need? What do we have? What do we need to do? Have end goal in mind What is a Data Model and importance Components of a Data Model – Fact Table, Dim Table, Relationships Types of Data Models – Flat, Star, Snowflake In the first module, we explored the data components of the Power BI architecture and best practices in data modeling. Along the way, we learned some Power BI terminology and how to organize our data within the tool. Now, we will explore the Power BI power query language, M, to deepen our knowledge and walk through how to import data from a variety of sources © 2017 Microsoft. All rights reserved. © 2017 Microsoft. All rights reserved.

© 2017 Microsoft. All rights reserved. MODULE 3 Recap – DAX Foundations DAX and the Data View Power Query Editor Overview (M Language) Basic concepts of M Transformations Review of the M Language syntax & functions Data Import Key Points M is Power Query Editor in Power BI Desktop M is where you transform your data to get the right shape M is case sensitive M works like a Recipe (step by step) In the first module, we explored the data components of the Power BI architecture and best practices in data modeling. Along the way, we learned some Power BI terminology and how to organize our data within the tool. Now, we will explore the Power BI power query language, M, to deepen our knowledge and walk through how to import data from a variety of sources © 2017 Microsoft. All rights reserved. © 2017 Microsoft. All rights reserved.

© 2017 Microsoft. All rights reserved. MODULE 3 Recap – DAX Foundations DAX and the Data View DAX Language Overview Calculated Columns & Measures Basic concepts of Evaluation Context Review of common DAX functions Key Points DAX is the functional language used in Power BI to create intelligent values Use Measures for Aggregations, Columns for referencing a singular value or row All DAX expressions are evaluated within a certain environment (context) Row Context – exists in calculated columns, row-by-row evaluation Filter Context – based on the current environment a expression is in In the first module, we explored the data components of the Power BI architecture and best practices in data modeling. Along the way, we learned some Power BI terminology and how to organize our data within the tool. Now, we will explore the Power BI power query language, M, to deepen our knowledge and walk through how to import data from a variety of sources © 2017 Microsoft. All rights reserved. © 2017 Microsoft. All rights reserved.