Unlock insights with Microsoft Power BI

Unlock insights with Microsoft Power BI
Server & Tools Business 9/12/2018 Unlock insights with Microsoft Power BI <Speaker Name> | <Speaker Title> PPE Application and Data Platform | <Month Date, Year> Speaker Notes: Update this slide with your information and spend about 1-2 minutes introducing yourself and the boot camp series. Be sure to emphasize the target segment of SMB for the technologies discussed. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Logistics and Introductions
9/12/2018 Logistics and Introductions Class hours Rest rooms Meals Internet Presenter introduction Optional student introduction Speaker Notes: Cover the training facilities and the logistics. Briefly introduce yourself. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Module 1: Introduction About this Course Delivery Schedule Objectives
Speaker Notes: Introduce the four areas which will be covered in this module.

9/12/2018 About this Course Excite you with the potential and power of Microsoft BI, with a specific focus on delivering BI solutions with Office and SharePoint Empower you with the technical skills required to transform your business selling (BI) solutions to your customers, in turn helping them put their data to work to make better decisions faster, to focus on the right opportunities, and to win more business Provide you with ideas to identify Microsoft BI opportunities Provide you with resources to help you take the next steps on your path to mastering Microsoft BI development Preview the new Power BI for Office 365 online service Speaker Notes: The bullet points on this slide provide a concise summary of the course aim. Ask the attendees if there is anything missing from this list that they expected would be included. Address any perceived expectation deficits upfront before the training commences. Be sure to point out the highlighted text that conveys the emphasis of the training content. This course has a specific focus on delivering implementation specifics for Power BI authoring in Excel, and an overview of the capabilities and features of Power BI for Office 365 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Delivery Schedule 9:00 – 10:15 Introduction and Power Pivot presentation 10:15 – 10:30 Morning Break 10:30 – 12:15 Power Pivot HOL and Power Query 12:15 – 1:15 Lunch Break 1:15 – 3:15 Excel Reporting and first Power View 3:15 – 3:30 Afternoon Break 3:30 – 5:00 Power Map and Sharing/Collaboration Speaker Notes: Spend about 3-5 minutes going over the course schedule. Explain that the schedule is very tight and that keeping the students on track will be very important in order to cover everything in one day. Basically explain what will be covered in each section and what lab they will do.

4.3 Challenges to unlocking data insights
9/12/2018 Challenges to unlocking data insights Lack of skills & knowledge 59% Connected devices per adult 4.3 Integration with existing tools 41% Security & manageability 37% Talking Points: Despite the need for data driven insights, organizations still struggle with broad adoption. If you ask customers why, key reasons include 1) lack of skills & knowledge (59%); 2) lack of integration across existing tools (41%); 3) lack of security and complexity of managing and administer data (37%). Also, how we consume and collaborate on data is changing and it’s setting new expectations for how we work we. We have new expectations around mobility, collaboration, ease of discovery and search. Microsoft is focused on addressing these challenges by delivering BI through SQL Server, the most widely deployed database on the planet (46% share); and by delivering BI through the familiar tools that people use every day, with Microsoft Office (over 1 billion people using Office) Source: Big Data & CIO Adoption Quantitative Research, Sept 2012, Microsoft © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

? Evolution of BI Corporate BI Self-Service BI
Analysis Reports Dashboards & Scorecards Provision End Users Analysis Cubes Data Warehouse Data Staging Spreadsheets Specialized Tools ETL/Data Quality ? Existing Data LOB Applications Files Data Marts Key Point: Tell the story of how BI has evolved over the past 10 years and highlight the key challenges IT faces with BI tools and deployment today. Talking Points: If you think about the evolution of BI over the past 10 years, it started out fairly simply with IT primarily aiming to (click) Consolidate and connect to existing data sources Stage that data for reporting and analysis(click) And then provision it out via reports, dashboards or cubes to users (click) However, today the line between producers and consumers is being blurred, end users in addition to the IT are creating BI content; today users expect to be able to do their own analysis and create their own reports. The two most common ways for end users to do this has been to use Excel spreadsheets and a wide array of specialized tools for analysis and reporting. (click) In creating their own BI solutions, end users have effectively found ways to get data directly from various data sources and by-passed the formal IT solutions, making it challenging for IT to control, monitor and manage these BI solutions being used within organizations. (click) Transition: So how do you balance the need for end users to have agility and access to information to building BI solutions while continuing to maintain control and governance of the data? IT Pro IT has been busy keeping up with the growing demand for BI… But business is outpacing IT and End Users are demanding Agility … Harvesting existing data, cleaning it and staging it … To provision reports, dashboards & scorecards to meet End User demand. Rapidly breaking down the barriers of Control with Self-Service BI! Is it possible to balance Control with Agility?

Evolution of BI Niche Startups Corporate BI Self-Service BI Provision
End Users Spreadsheets Specialized Tools IT Pro ETL/Data Quality Analysis Reports Dashboards & Scorecards Provision Cubes Data Warehouse Data Staging Existing Data LOB Applications Files Data Marts Niche Startups Key Point: Position Microsoft Business Intelligence as the only solution in the market that enables both end user agility through Self Service BI while continuing to provide IT with control and visibility of end user created assets as part of the Corporate IT driven BI solutions. Slide Storyboard: In the industry there are two groups of BI vendors. On the ‘Corporate BI’ side of the spectrum, we have vendors like Oracle, IBM and SAP through their recent acquisitions that now provide capabilities to connect to existing data sources, clean & stage that information out to eventually enable analysis, reporting and dashboards. For ‘Self-Service’, we have recently seen several niche start-ups that now cater to this growing need to do more with minimal interaction with IT. In order to bridge the corporate and self-service BI gap, organizations need capabilities that support both the needs of IT as well as End users. (Click) Microsoft is the only vendor that has been deeply focused on solving for both the needs of the IT Professional with products such as SQL Server and SharePoint as well as the needs of End Users with the Office productivity tools, primarily Excel. A complete approach to BI requires: 1. Provision: Providing IT with the tools to connect, clean, provision and stage the data for reporting or analysis 2. Empower: Providing end users with access to both internal and external data sources; making it easier for users to discover data through new provisioning techniques such as data search; and the ability to merge and analyze the data in a familiar environment like Excel. 3. Manage: Enabling IT to monitor end user content and actions and act accordingly based on usage and resource utilization needs.

15 years of innovation OLAP Services Analysis & Reporting Services
Cloud & Mobile Self Service BI In Excel Data Modeling Data Mining & CPM Ad-Hoc Reporting Operational Reporting Multidimensional Analyis (OLAP) SQL Server 7.0 OLAP Services SQL Server 2000 Analysis & Reporting Services SQL Server 2005 Report Builder & Model Designer SQL Server 2008 Data Mining, Dashboard & Scorecards Office 2007 Talk Track: Microsoft has a unique history in Business Intelligence: Enterprise grade: We’ve spend over 15 years investment in enterprise grade Business Intelligence with SQL Server. Building the industry leading analysis engine with Analysis Services, and the most widely used reporting tools with Reporting Services. Empowering users: Microsoft has over 20 years of experience in building productivity tools now used by over 1 billion people. And we began integrating BI into Microsoft Office in 2007, pioneering in Self-Service BI. Trust Cloud Provider: Microsoft is one of only a few companies that have our own world-class data center. We have billions invested in cloud infrastructure, with geo-redundancy, global locations, 99.9% uptime SLA, and secure infrastructure and transparent data practices. And we have experience running some of the world’s largest services on those data centers – eg. Bing. On the forefront of Big Data: Microsoft has a unique perspective on Big Data – we have invested heavily in building and running a big data platform to fuel and drive our business. Microsoft is managing 100’s of Petabytes of data across our online properties. Adding 8 PBs per month, running 20k jobs per day to run the business. This experience drives our innovation in Business Intelligence and approach to deliver familiar, powerful BI tools for everyone. SQL Server 2008 R2 Power Pivot in Excel ● SharePoint Integration ● Master Data Services Office 2010 SQL Server 2012 Power View ● Native Excel Integration ● Data Quality Services ● Columnstore Office 2013 SQL Server 2014 Office 365 Integration ● Power BI ● Power Query ● Power Map ● Mobile ● Hadoop Office 365

System Center Marketing
9/12/2018 Powerful, familiar BI tools for everyone Scale and manage data across the enterprise with corporate BI Uncover deeper insight and predict forward with advanced analytics Empower users with familiar self-service BI in Microsoft Office Corporate BI IT professional Self-Service BI Business analyst Talk Track: Microsoft delivers on all 3 styles of Business Intelligence & Analytics: Corporate Business Intelligence – providing IT with tools to connect, clean, provision, and manage data across the enterprise. Self-Service Business Intelligence – empowering users with self-service capabilities to discover, analyze, visualize, and share data through the familiar Office tools they use every day. Advanced Analytics – for both business analysts and data scientists to mine for deeper analytics insights, create predictive models, and apply advanced analytical techniques. Advanced analytics Data scientist © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3 Key Offerings in Business Intelligence
System Center Marketing 9/12/2018 3 Key Offerings in Business Intelligence Grow your business helping customers use data to their advantage Customer Target Customers with multiple, disparate data sources, such as CRM, order processing, and accounting Any organization that has data they can use to drive new insights that will help their business Partner Offering Solutions for simplified access to data Tools to easily gain insights from data A platform for shared data and insights Customer Pain It is too difficult and time consuming to access and combine information from multiple sources. It is too complex to view and work with data in order to gain insights from it. There is no easy way to share data and insights with the rest of the organization. Solution Offer solutions for quickly finding and combining data from multiple sources with familiar tools Deliver intuitive, interactive dashboards that enable customers to gain insights from data Provide customers a platform for easily sharing insights, data, and reports Speaker Notes: Now, with new functionality built-in to familiar tools like Microsoft Excel 2013 and SharePoint, you have a complete platform on which to build BI solutions and services for customers. (And you have the unique flexibility to deliver solutions on-premises or in the cloud to meet your customers’ specific needs.) Ideal customer targets can be organizations with multiple, disparate data sources, such as CRM, order processing, and accounting. Although you can help any organization that has data available to drive new insights. We’ve identified three profitable BI solutions you can deliver to your customers: The first is about helping customers to access multiple data sources. Often, customers have employees who want to use data to make better decisions, but it is too difficult to access and combine information from multiple sources. We’ll look at how to help customers find their data and combine it into a reliable information resource. For many customers, their employees don’t have the tools to easily view and work with data in a way that enables them gain insights from it. You can help them use familiar tools to gain insights from their data. Another challenge to look for is customers whose employees are duplicating work because they don’t have a way to easily share data and insights that will benefit the entire organization. Now you can easily deliver a platform for sharing insights across the organization to help enable faster, better-informed decisions. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing a Power BI Solution
Server & Tools Business 9/12/2018 Introducing a Power BI Solution Demo (Part 1) Speaker Notes: Refer to the demonstration scripts and resources. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Course Outline Module 1: Introduction
Module 2: Introducing Business Intelligence Module 3: Introducing Power Pivot Module 4: Enriching a Power Pivot Data Model with Calculations Module 5: Introducing Power Query Module 6: Producing Excel Reports Based on a Power Pivot Data Model Module 7: Introducing Power View Module 8: Introducing Power Map Module 9: Sharing and Collaborating on BI Solutions Speaker Notes: Briefly introduce what will be covered in Part 1: Mobility with Windows 8 Devices. Explain that the section will focus on Unified Device Management (UDM) with Windows Intune. The BYOD (bring your own device) trend brings with it a need to manage devices, software, and security settings of devices centrally, even when those devices do not log onto the corporate network. Students will learn how to setup and configure users, devices, and groups with Windows Intune. For the lab, students will setup a Windows Intune 30 day trial and perform some administration and device management using the Intune management portals.

Course Lab Scenario The labs in this training course are based upon the sales activities of the fictitious Tailspin Toys company The Tailspin Toys company: Represents a specialist small toy sales business located in the United States that sells model airplanes and helicopters domestically Accumulates sales data in an Access database, and is interested to explore and discover deeper insight from the data As an IT consultant for Tailspin Toys, you suggest implementing a BI project to produce a data model and reports to: Analyze state-level market penetration Monitor profitability performance Speaker Notes: Introduce the lab scenario and stress that the attendees are acting as an IT consultant for the Tailspin Toys company. The two BI project aims introduce, at a high-level, the lab activities to be undertaken by the attendees.

Module 2: Introducing Business Intelligence
Defining Business Intelligence (BI) Implementing BI solutions Introducing Microsoft BI Speaker Notes: Introduce the four areas which will be covered in this module.

What You Will Learn Defining Business Intelligence (BI)
9/12/2018 What You Will Learn Defining Business Intelligence (BI) Implementing BI for customers Introducing Microsoft BI Introducing Microsoft SSBI Introducing SQL Server Speaker Notes: Use this slide to introduce the topics covered during the section. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Defining Business Intelligence (BI)
9/12/2018 Defining Business Intelligence (BI) Today, BI is generally a well-understood term According to Gartner, BI is defined as: It encompasses a broad spectrum of technologies and usually requires skilled professionals to implement and manage A broad category of applications and technologies for gathering, storing, analyzing, sharing and providing access to data to help enterprise users make better business decisions Speaker Notes: This slide allows the definition of BI. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Defining Business Intelligence (BI) (continued)
BI is used by decision makers to: Understand the health of the organization Collaborate on a shared view of data, business logic and business drivers Reduce the time to decision Its goal is often to: Impact the bottom line by measuring specific operations Enhance competitive advantage Speaker Notes: Describe BI examples that map to the backgrounds of the attendees. Stress the emphasized point about BI no longer being a luxury – it is essential even to small businesses. BI is no longer a luxury afforded by a larger companies — it is now considered an essential part of the IT portfolio, even for SMBs

Considerations implementing BI for SMBs
According to recent Gartner surveys: Cloud, analytics and mobility are identified key opportunities The SMB market represents 44% of total IT spending worldwide SMBs often have different IT requirements, and face different IT challenges, than do large enterprises IT resources (usually budget and expertise) are often highly constrained Data solutions may be rudimentary, or non-existent “Analytics and BI” was the #1 ranked technology priority when SMBs were asked to list their top 3 issues, and according the AMI Research, 21% of SMBs say they plan to start using BI tools in the next 12 months Speaker Notes: The points on this slide highlight the growing importance and challenges in relation to delivering BI to SMB customers.

Considerations for implementing BI for SMBs (continued)
9/12/2018 Considerations for implementing BI for SMBs (continued) Due to IT budget and expertise constraints, it is unlikely that an SMB would develop or maintain corporate BI solutions E.g., enterprise data warehouses (EDW), data models (cubes) or formalized and integrated reporting and analytics These solutions require significant time, expertise and expense Today, self-service BI (SSBI) products are likely to be a good fit for an SMB SSBI products are designed to complement corporate BI by empowering business analysts to design, customize and maintain their own smaller- scale BI solutions There are good opportunities for partners to produce and deploy cost- effective BI solutions for SMBs to help them tap their data goldmine Speaker Notes: Distinguish “corporate BI” solutions that are typically produced and managed by skilled IT professionals, to SSBI solutions created and maintained by the business analysts/power users. The SSBI products provide an opportunity – not for SSBI implementations – but for partner managed solutions. These solutions can be relatively simpler, quicker and cheaper to implement than corporate BI solutions. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Exploring a Conventional Excel Solution
Server & Tools Business 9/12/2018 Exploring a Conventional Excel Solution Demo (Part 2) Speaker Notes: Refer to the demonstration scripts and resources. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Microsoft BI Strategy and Vision
9/12/2018 Introducing Microsoft BI Strategy and Vision To improve organizations by providing business insights to all employees, leading to better, faster, more relevant decisions Microsoft has a long-term commitment to delivering a complete and integrated BI offering SQL Server has led innovation in the BI space for more than a decade There is widespread delivery of intelligence through Office The platforms are enterprise-grade and affordable Speaker Notes: Emphasize that Microsoft continues with a long-term strategy and vision to deliver BI to everyone, with SMB customers being no exception. Do not spend time discussing Office yet – the following slides introduce the Microsoft Office (Excel) capabilities. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Microsoft Self Service BI (SSBI) Microsoft Office 2013
9/12/2018 Introducing Microsoft Self Service BI (SSBI) Microsoft Office 2013 Office is a suite of productivity applications well suited for SSBI These applications: Play a major role in realizing Microsoft’s BI vision Are designed to help users easily find, analyze, and more securely share business information Notably, Excel 2013 plays a major role in delivering SSBI Visio 2013 can play a role also, albeit a lesser one Speaker Notes: Introduce Microsoft Office and emphasize its role to realize Microsoft’s BI vision. To help introduce the emphasis of Office SSBI, mention that Excel 2013 (and prior versions) plays a major role in this delivery. Visio plays a role too, however this training course does not provide Visio educational material. It does not fit into the Power BI suite of BI experiences. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Microsoft SSBI Microsoft Office 2013 – Excel
9/12/2018 Introducing Microsoft SSBI Microsoft Office 2013 – Excel Over the past decade, the core spreadsheet capabilities have been enhanced to enable analysts to analyze, communicate, and manage information Comprehensive support for querying Analysis Services data models Rich and interactive data visualizations Add-ins provide rich and integrated BI capabilities: Product Purpose Excel 2010 Excel 2013 Power Query Data acquisition and preparation • Power Pivot Data modeling Power View Presentation-ready, and interactive reports Power Map 3D geospatial visualization Speaker Notes: Emphasize that Excel is now a full-fledged BI client. It can be used to author a range of BI capabilities including data models, queries, reports and other data visualizations. A module is dedicated to each of the BI add-ins. Do not spend too much time describing each in detail now. Use the animation to describe the versions of Excel that the add-ins are available. Also, point out that Power Query and Power Map are new. Power Pivot has been available since SQL Server 2008 R2 for Excel 2010; and Power View was made available in Excel in Excel 2013. Note: This course presents the Excel Power BI authoring topics in the order of Power Pivot, Power Query, Power View and then Power Map. From a marketing perspective it makes more sense to start with data acquisition with Power Query. NEW NEW © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Microsoft SSBI
9/12/2018 Introducing Microsoft SSBI Microsoft Office 2013 – Excel – Complete and Powerful SSBI Tool Save to SharePoint or Power BI Power Query Flash Fill Data Model Power Pivot Access Clean Mash-up Explore Visualize Share Speaker Notes: This slide helps describe the capabilities (Access – Clean – Mash-up (integrate different data sources) – Explore – Visualize – Share) of Excel Again, as in the previous slide, use this animated slide to describe the features. Mention, but do not spend too much time discussing, the Flash Fill, Quick Analysis, Quick Explore and Apps for Office capabilities. These capabilities are minor in comparison to the Power BI authoring experiences. Quick Analysis Quick Explore Power View Power Map Apps for Office © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Microsoft SSBI Next Generation – Power BI
9/12/2018 Introducing Microsoft SSBI Next Generation – Power BI Insights in Excel 1 Billion Office Users Collaborate in Office in 4 enterprise customers on Office 365 Speaker Notes: This slide previews the Power BI capabilities delivered in Excel and with Office 365. These represent the latest, or “next generation”, offerings that are specifically covered in this training course. Explain that the next four modules cover Power BI authoring with Excel 2013, and that the last module covers sharing and collaboration with Office 365 with the Power BI service. Discover Analyze Visualize Share Find Mobile Q&A Scalable | Manageable | Trusted © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Microsoft SSBI Power BI for Office 365
9/12/2018 Introducing Microsoft SSBI Power BI for Office 365 Power BI delivers cloud-based BI abilities BI site provide a cloud portal to share workbooks, and includes benefits: Data catalog to store and search for queries Data refresh from on-premise data Larger workbook sizes, up to 250MB HTML5 report viewing Natural language querying (Q&A) There is also a mobile story with a dedicated application for showing favorite Power BI sites and resources Speaker Notes: Use this slide to provide a taste of what is to come by the end of the training course. Each of these topics are covered in more detail in the last module. Remind attendees that the opening demonstration was based on an Excel workbook in a Power BI site. Power BI for Office 365 is covered in Module 9 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing SQL Server
9/12/2018 Introducing SQL Server SQL Server also can play a major role in delivering BI Standard, Business Intelligence and Enterprise editions provide BI capabilities to deliver larger scale BI solutions: Data warehousing Extract, Transform and Load (ETL) with Integration Services Data modeling (multidimensional and tabular) Data mining Reporting Speaker Notes: This slide quickly introduces SQL Server as a topic relevant to delivering BI to SMB customers. It is, however, out of scope for this one day course. Be sure to point out the training resource on the next slide, which would enable an attendee to discover what they can do with SQL Server BI. SQL Server is out of scope for this course, but it is still relevant to delivering BI to SMBI customers, particularly when they may already have SQL Server instances available © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Resources Microsoft Business Intelligence web site
9/12/2018 Resources Microsoft Business Intelligence web site Microsoft Power BI for Office 365 web site MSDN Blog: Power BI SQL Server Speaker Notes: Highlight relevant resources for further attendees to continue their education. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Module 3: Introducing Power Pivot
Loading Data and Defining Relationships Enhancing the Data Model Speaker Notes: Introduce the three areas which will be covered in this module.

What You Will Learn Introducing Power Pivot
9/12/2018 What You Will Learn Introducing Power Pivot Loading Data and Defining Relationships Enhancing the Data Model Partner Opportunities Resources Speaker Notes: Introduce the section. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Pivot
9/12/2018 Introducing Power Pivot Excel 2013 includes the workbook data model to mash-up and analyze data Allows importing tables of data from different data sources Creating relationships between tables Creating simple calculated fields (aggregation of single columns) The workbook data model is delivered with a client-side version of Analysis Services, known as the xVelocity In-Memory Analytics Engine The Power Pivot add-in for Excel provides a ribbon tab and a development window to create more sophisticated data models Office Professional Plus and Office 365 Professional Plus editions only The add-in is disabled by default Speaker Notes: Introduce Power Pivot briefly and explain, in short terms, that it is a client-side storage and query engine. It allows for the development of a data model that is in effect, an embedded data source, upon which reports and data visualization experiences can be produced. Strengths of the storage engine include compressed storage or data, a rich expression language to transform data into meaningful results, and a fast query response times. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Introducing Power Pivot A Power Pivot data model delivers: An intuitive query-able resource that serves business user experiences Integrates data from a variety of data sources, including: Traditional data source, such as relational databases Non-traditional sources, such as data feeds, text files and spreadsheets Delivers accelerated access to potential extremely large data volumes – well beyond the row limits of an Excel worksheet Encapsulates business rules with calculations and key performance indicators (KPIs) Supports a rich variety of client tools, including those that deliver: Interactivity, data visualization, reports, scorecards, dashboards, and custom experiences Represents a “single version of the truth” Speaker Notes: This slide describes the strengths of a Power Pivot data model. Refer to the demonstration in the previous presentation to suggest how the solution could be improved. The demonstration in support of this presentation will emphasize many of these itemized deliverables. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Introducing Power Pivot A Power Pivot data model can be shared by publishing to: SharePoint 2013, providing the Power Pivot add-in for SharePoint is installed SharePoint online Office 365 E3 Power BI In certain circumstances, automatic data refresh can be configured Speaker Notes: Do not spend a lot of time discussing the sharing and collaboration topic as it will be presented in the final module. Publication and sharing is covered in Module 9 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Pivot Development Methodology
9/12/2018 Introducing Power Pivot Development Methodology Create a workbook and open the Power Pivot Window Import data to create tables Define relationships between tables Enhance the data model design with hierarchies, calculated columns, calculated fields and KPIs Prepare the data model for Power View Produce reports based on the data model Publish the workbook to SharePoint/Power BI Configure automatic data refresh Speaker Notes: The development methodology helps to introduce a framework upon which the following topics can be presented. Explain that the data model preparation for Power View will be covered in the Power View module. The publication and automatic data refresh will be covered in the last module of this course. Optional © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Loading Data and Defining Relationships
9/12/2018 Loading Data and Defining Relationships Introducing the Power Pivot Window Importing Data Preparing Data Speaker Notes: The creation of a Power Pivot data model involved importing and preparing the data model by using the Power Pivot Window. This slide introduces these topics. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing the Power Pivot Window
9/12/2018 Introducing the Power Pivot Window The interface used to load, explore, relate, and enrich data Launched from the Power Pivot tab of the Excel ribbon Provides wizards and tools to connect to, and retrieve data from corporate, local and external sources Relationships can be defined to allow filtering of data by using related columns and for looking up values in related tables When saved, all Power Pivot data and metadata is embedded within the Excel workbook Includes two views: Data and Diagram Speaker Notes: The Power Pivot Window is available when the Power Pivot add-in is enabled. It allows defining and managing the workbook data model definition. The following two slides describe the two views used to explore and define the data model. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing the Power Pivot Window Data View
9/12/2018 Introducing the Power Pivot Window Data View Allows viewing and exploring the data for a single table by scrolling, sorting and filtering The data is read-only Calculated columns and calculated fields can be defined in data view only Speaker Notes: Stress that data model calculations can only be defined in Data View. Calculations will be covered in the next presentation. Calculations are covered in Module 4 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing the Power Pivot Window Diagram View
9/12/2018 Introducing the Power Pivot Window Diagram View Allows viewing the tables, calculated fields, hierarchies and relationships Hierarchies can be defined in data view only Minimap Zoom and navigate about the diagram Speaker Notes: Stress that hierarchies can only be defined in Diagram View. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Importing Data Copy-and-paste Querying external sources
9/12/2018 Importing Data Data can be imported into the Power Pivot data model by: Copy-and-paste Querying external sources Linking Excel tables Power Query queries Data imported into the data model is read-only, and can be refreshed Speaker Notes: Data can be imported by using four different methods. Stress that data loaded into the data model is encoded and compressed to reduce storage space and optimize query response time. For these reasons, the data is read-only and can only be refreshed from the data source. Power Query is introduced in Module 5 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Importing Data Copy and paste
9/12/2018 Importing Data Copy and paste Copied Excel or Power Pivot data ranges can be pasted to: Create a new Power Pivot table Append data to, or replace data in, an existing Power Pivot table that was created by a paste operation When creating a table, Power Pivot automatically detects and sets the column data types The data type setting can be manually modified Data can never be refreshed, only replaced by a copy-and- paste operation Speaker Notes: For completeness, the copy-and-paste method is included. It should be discouraged because it is static and cannot be refreshed. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Importing Data External Data Sources
9/12/2018 Importing Data External Data Sources External data can be imported from: Databases Data feeds Files Data can be refreshed (reloaded) from sources Speaker Notes: It is common to import data from external data sources. Power Pivot supports numerous data formats. In contrast to the copy-and-paste method, the external data sources can be refreshed. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Importing Data External Data Sources (continued)
9/12/2018 Importing Data External Data Sources (continued) Database: Other Sources: Microsoft SQL Azure Oracle Microsoft SQL Server Parallel Data Warehouse Teradata Sybase Informix IBM DB2 Others (OLEDB/ODBC) Excel File Text File Data Service: Speaker Notes: This slide details all supported external data source types. If an attendee mentions a format or source type that is not supported (for example, XML), you can mention that Power Query is an alternative way of sourcing data, and it has a greater range of supported source formats and types. These will be introduced in the next module. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Importing Data External Data Sources – Table Import Wizard
9/12/2018 Importing Data External Data Sources – Table Import Wizard Each option in the Get External Data group launches the Table Import Wizard The Table Import Wizard: Guides the analyst through the process of loading external data Creates a data connection Imports data and creates relationships Define Connection Database type and connection properties, or File location, or Data feed URL Select Import Method For databases, select from existing tables and views, or define a query or use a stored procedure Select and Filter Tables Select tables/feeds, and optionally define a friendly name Introduce related tables Preview data Filter tables by columns and/or rows Speaker Notes: The Table Import Wizard allows defining a connection and importing data based on the connection. The wizard allows previewing and filtering data from a data source. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Importing Data Linking Excel Tables
9/12/2018 Importing Data Linking Excel Tables Excel tables can be linked to create Power Pivot tables When the data in the Excel table is modified, the linked Power Pivot table data can be updated Use the Power Pivot ribbon tab in the Excel workbook to: Create new linked tables Update all tables or the currently selected table Use the Linked Table tab in the Power Pivot Window to update the linked table data In the Power Pivot Window, linked tables are distinguished by a chain-link icon Speaker Notes: Linking Excel tables has the distinct advantage of allowing the data modeler to modify the data which is then synchronized into the data model. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Preparing Data Tables can be renamed, moved, and deleted
9/12/2018 Preparing Data Tables can be renamed, moved, and deleted Columns can be renamed, copied and deleted Column values can be sorted by a related column The columns must be in the same table A one-to-one relationship must exist between the columns Use the Home ribbon tab to: Modify connection properties Set column data type and format Modify column and row filters (for the purpose of exploring in the Power Pivot Window) Speaker Notes: Once data is loaded into the data model, the data model can be prepared by the operations listed on this slide. Changing data types may be required to allow creating relationships between tables. This is covered in an upcoming slide. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Preparing Data (continued)
9/12/2018 Preparing Data (continued) Use the Design ribbon tab to: Freeze/unfreeze columns Set column width Set calculation options Create and manage relationships Modify table properties (column and row filters used to load data, or query text) Speaker Notes: This slide continues the discussion found on the previous slide. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Preparing Data Defining Relationships
9/12/2018 Preparing Data Defining Relationships Relationships between tables must be one-to-many They are automatically created when: The source database defines foreign key relationships, and The related tables are imported together using the Table Import Wizard They can be manually created when: At least one column stores unique values, and The column data types are the same Relationships can be configured by using a dialog box, or by drag-and-drop in diagram view Speaker Notes: Relationships allow the mash-up of different data sources. It is important to call out that columns involved in relationships must be of the same (or equivalent) data types. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enhancing the Data Model
9/12/2018 Enhancing the Data Model The Power Pivot data model can be enhanced by: Creating hierarchies Creating perspectives Creating calculations Configuring reporting properties Speaker Notes: The remaining slides in this module cover the enhancement of the data model. Notably, calculations together with an in-depth coverage of the topic of “context”, are covered in the next presentation. Calculations are covered in Module 4 Reporting properties are covered in Module 7 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enhancing the Data Model Creating Hierarchies
9/12/2018 Enhancing the Data Model Creating Hierarchies All columns expose a hierarchy with an All level and a single level beneath consisting of members based on the distinct values stored in the column These hierarchies provide limited value as they do not provide exploration across the data Multi-level hierarchies can be created in diagram view Hierarchy levels are based on columns from the same table A one-to-many relationship should exist between the columns The hierarchy level names default to the columns names, and can be renamed Speaker Notes: Hierarchies allow users to navigate, filter and view data at different levels of aggregation. A common example of a hierarchy is Calendar, with levels of Year, Quarter, Month and Day. Hierarchies can only be created in Diagram View. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enhancing the Data Model Creating Hierarchies – Example
9/12/2018 Enhancing the Data Model Creating Hierarchies – Example Speaker Notes: This slide provides an example of a hierarchy, and the members when using a PivotTable filter. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enhancing the Data Model Creating Perspectives
9/12/2018 Enhancing the Data Model Creating Perspectives Perspectives allow narrowing the resources made available to a user Each perspective is defined by a name and the visible resources, including: Tables, columns, calculated fields, KPIs and hierarchies Client tools can connect to the data model or to a perspective of the data model Perspectives are not security mechanisms Speaker Notes: Perspectives is considered an advanced topic to simplify the user experience of a data model that includes multiple subject areas. A perspective could be created for each subject area, and each would be configured to display resources relevant to the subject area. This way, a user could connect to a specific perspective and work with relevant resources. Notably, perspectives are not security mechanisms. Power Pivot does not support permissions beyond those at document level. Should a user have access to the document, they can access the entire data model and its data. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Partner Opportunities
9/12/2018 Partner Opportunities Produce a “single version of the truth” data model Store volumes of data in excess of worksheet limits (1,048,576 rows) and with high compression (10x on average) Easily and efficiently integrate data from different data sources – corporate, local or external Eliminate the use of the VLOOKUP function Source data from different data formats – relational, multidimensional, data feed, files Easily refresh data, when required Enhance the data model with hierarchies and perspectives Speaker Notes: There are numerous opportunities to produce Power Pivot data models in Excel. Consider asking attendees what opportunities they see based on their experience and customers needs. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Resources Power Pivot site
9/12/2018 Resources Power Pivot site Book: “Microsoft Excel 2013: Building Data Models with Power Pivot” Authors: Alberto Ferrari and Marco Russo Microsoft Press Speaker Notes: Highlight relevant resources for further attendees to continue their education. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Module 4: Enriching a Power Pivot Data Model with Calculations Developing a Power Pivot Workbook in Excel 2013 Introducing Power Pivot Loading Data and Defining Relationships Enhancing the Data Model Enhancing the Data Model Speaker Notes: Introduce the four areas which will be covered in this module.

What You Will learn Introducing DAX Introducing the DAX Functions
9/12/2018 What You Will learn Introducing DAX Introducing the DAX Functions Describing Context Defining Formulas Partner Opportunities Resources Speaker Notes: Introduce the section. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing DAX DAX = Data Analysis EXpressions
9/12/2018 Introducing DAX DAX = Data Analysis EXpressions Designed to deliver easy-to-use constructs that allow extending a Power Pivot data model with calculations DAX defines two distinctly different types of calculations: Calculated Columns to add new columns in tables Calculated Fields (formerly named measures) to aggregate column values The Power Pivot data model is tabular, so DAX provides functions that implement relational database concepts The DAX function libraries consist of many familiar Excel functions, as well as many additional functions to support specific data modeling requirements Speaker Notes: Introduce DAX as an expression language to enrich a data model with calculations. Stress upfront that there are two types of calculations that are covered later in this presentation. Be sure to emphasize that many DAX functions originated in Excel, so the learning curve to master DAX is reduced. However, certain data model-specific functions will be new to Excel users. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing DAX Table References
9/12/2018 Introducing DAX Table References DAX does not support addressing individual cells or ranges within Excel worksheets Formulas can only reference tables, columns and calculated fields Table references are enclosed in single quotes The single quotes may be omitted if the table name does not include spaces, reserved characters or words Table names must be unique with the data model 'US Sales' Speaker Notes: The information in this slide is self-explanatory. Sales © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing DAX Column and Calculated Field References
9/12/2018 Introducing DAX Column and Calculated Field References Columns are expressed in brackets following the table name The table name is optional if the formula is defined in a calculation associated with the table Calculated fields are also expressed in brackets and are logically associated with a table name A calculated field cannot have the same name as a column in the associated table Calculated field names must be unique with the data model Sales[SalesAmount] Speaker Notes: The information in this slide is self-explanatory. [Sales] © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing DAX Expressions and Operators
9/12/2018 Introducing DAX Expressions and Operators All expressions must begin with the equals (=) symbol Arithmetic and Comparison operators are the same as those in Excel Text concatenation uses the ampersand (&) Logical operators: AND: Double ampersand (&&) OR: Double pipe (||) NOT: Exclamation mark (!) For example, this filter condition to include all sales for state WA but not for the Bike category =[FirstName] & " " & [LastName] Speaker Notes: The information in this slide is self-explanatory. The reason that logical operators are similar to those in the C language is because AND, OR and NOT are Excel, and DAX, functions. [StateCode] = "WA" && [Category] <> "Bikes" © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing DAX DAX Functions
9/12/2018 Introducing DAX DAX Functions DAX functions can be categorized into the following groups: Excel functions (~80 functions) Table functions Aggregate functions Relationship navigation functions Context modification functions Time Intelligence functions Speaker Notes: The division of functions into groups is mainly for the purpose of conveying them in a structured way. Each of the groups will be discussed in this presentation. Stress that only commonly used functions are covered in this presentation. DAX includes many additional functions that can be researched by using the resources provided at the end of this presentation. Only commonly used functions are introduce in this topic © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing DAX Functions Excel Functions
9/12/2018 Introducing DAX Functions Excel Functions Date and Time Information Math and Trig Text DATE ISBLANK ABS ROUND CONCATENATE DATEVALUE ISERROR CEILING ROUNDDOWN EXACT DAY ISLOGICAL EXP ROUNDUP FIND EDATE ISNONTEXT FACT SIGN FIXED EOMONTH ISNUMBER FLOOR SQRT LEFT HOUR ISTEXT INT SUM LEN MINUTE LN SUMSQ LOWER MONTH Logical LOG TRUNC MID NOW AND LOG10 REPLACE SECOND IF MOD Statistical REPT TIME IFERROR MROUND AVERAGE RIGHT TIMEVALUE NOT PI AVERAGEA SEARCH TODAY OR POWER COUNT SUBSTITUTE WEEKDAY FALSE QUOTIENT COUNTA TRIM WEEKNUM TRUE RAND COUNTBLANK UPPER YEAR MAX VALUE YEARFRAC MAXA MIN MINA Speaker Notes: The impact of this slide should reinforce the point made earlier that many Excel functions are also available in DAX. Point out some commonly used ones, like ROUND, IF, and the aggregate functions: SUM, COUNTA, MIN, MAX, etc. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing DAX Functions Table Functions
9/12/2018 Introducing DAX Functions Table Functions Table functions return tables that are input to other DAX functions Excel functions do not support table objects FILTER(Table, Condition) Returns a table filtered to include rows where the condition is True ALL(Table), ALL(Column) Returns all data for the specified object, ignoring context filters and without duplicates This function are commonly used by the CALCULATE function VALUES(Column) Returns a single-column table containing valid values in a column in the current filter context Speaker Notes: Table functions return table objects. Table objects consist of a collection of columns, and contain rows – exactly like a table in the data model. These functions are used to pass objects into other DAX functions, as ultimately a calculated column or calculated field will return a scalar value. The CALCULATE function will be introduced later in this topic © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing DAX Functions Aggregate Functions
9/12/2018 Introducing DAX Functions Aggregate Functions DAX implements six commonly used Excel aggregate functions that reference a Power Pivot column (not Excel ranges) SUM, AVERAGE, MIN, MAX, COUNT, DISTINCTCOUNT These produce “simple” calculated fields: DAX implements five additional functions that aggregate expressions over tables: SUMX, AVERAGEX, COUNTAX, MINX, MAXX The following example sums the sales for the Pacific region: =SUM(Sales[SalesAmount]) Speaker Notes: Aggregate functions are commonly used in calculated field formula to aggregate column values. This is an important topic that will be reinforced later in this presentation with the theory on calculated fields. Read out the six aggregate functions: SUM, AVERAGE, MIN, MAX, COUNT (and COUNTA) and DISTINCTCOUNT. The additional five allow aggregating a table – notice the FILTER function which was introduced in the previous slide – that passes a table into the SUMX function example. =SUMX(FILTER(Sales, [Region] = "Pacific"), Sales[SalesAmount]) © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing DAX Functions Relationship Navigation Functions
9/12/2018 Introducing DAX Functions Relationship Navigation Functions RELATED(Column) Follows existing many-to-one relationship to fetch the value from the specified column in the related table The following example retrieves the tax rate for the related state: RELATEDTABLE(Table) Follows existing relationship (either direction) to return a table containing matching row(s) from the specified table In a calculated column, the following example sums related SalesAmount values: =RELATED(Region[RegionName]) Speaker Notes: Relationship navigation allows traversing the data model relationships – either in the “one” direction or the “many” direction. The “many” direction is achieved with the RELATEDTABLE function, and itself returns a table representing the multiple rows on the many side of the relationship. =SUMX(RELATEDTABLE(Sales), Sales[SalesAmount]) © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing DAX Functions Context Modification Functions
9/12/2018 Introducing DAX Functions Context Modification Functions CALCULATE(Expression, Filter1, Filter2,...) Evaluates an expression in a context that is modified by the specified filter(s) The following example produces a ratio of sales over all regions (it uses the ALL function to override any filter applied to the RegionName column from the State table): =[Sales] / CALCULATE([Sales], ALL(State[RegionName])) Speaker Notes: CALCULATED is perhaps the most powerful function in that it allows the overriding of query and filter context. This is an important topic to understand and will covered in more detail later in this presentation. Context will be described later in this topic © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing DAX Functions Time Intelligence Functions
9/12/2018 Introducing DAX Functions Time Intelligence Functions Manipulating the time period is a common requirement The Time Intelligence functions require that at least one data model table be marked as a date table The table must include a column of type Date There must be no missing date rows in the table The functions work with intervals of days, months, quarters, and years and include functions to: Return a single date Return a table of dates Evaluate expressions over a time period Speaker Notes: Time intelligence functions allow manipulating time to allow calculations like YTD (year-to-date) and parallel period (same time last year). As a prerequisite, there should be a “date” table in the data model, and this table should contain a date column of type date. There should be no missing rows between the first and last date rows in the table. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing DAX Functions Time Intelligence Functions (continued)
9/12/2018 Introducing DAX Functions Time Intelligence Functions (continued) There are 35 Time Intelligence functions Commonly used functions include: TOTALYTD(Expression, DateColumn [, SetFilter] [,YE_Date]) Note that Date is a reserved word, so the table name is enclosed within single quotes DATEADD(DateColumn, Number_of_Intervals, Interval) DATESBETWEEN(DateColumn, StartDate, EndDate) DATESINPERIOD(DateColumn, StartDate, Number_of_Intervals, Interval) PARALLELPERIOD(DateColumn, Number_of_Intervals, Interval) =TOTALYTD([Sales], 'Date'[Date]) Speaker Notes: This slide includes some commonly used time intelligence functions. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Describing Context Understanding context is very important when defining DAX formulas There are there types of context: Row Query Filter Speaker Notes: Understanding context is important when defining and troubleshooting calculations. This is an advanced topic and this presentation strives to provide an introduction to context and related theory. For further information on this topic, refer attendees to the resources, and in particular the “Context in DAX Formulas” paper. Full a complete discussion on context, refer to the MSDN resource “Context in DAX Formulas” included in the Resources for this topic © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Describing Context Row Context
9/12/2018 Describing Context Row Context Row context includes the values from all columns in the current row If the table is related in a one-to-many relationship to another table, the context also includes all the related rows Row context is used by calculated columns Speaker Notes: Row context is relatively straight forward to explain and understand. It applies to calculated columns. The expression is evaluated for each row in the table, and it uses the current row (row context) to determine how to resolve references to column values. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Describing Context Query Context
9/12/2018 Describing Context Query Context Query context refers to the subset of data that is implicitly retrieved for a formula The set of data that is retrieved is the query context for each cell Speaker Notes: Query context can be described by using this animated slide. The formula for Profit is SUM([Profit]), and this formula is evaluated for each data value in the PivotTable. The value of $25.00 is the aggregation of rows filtered by the time period , the Midwest region, the state of Indiana and the product P47 4 Channel. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Describing Context Filter Context
9/12/2018 Describing Context Filter Context Filter context is added when specific filter constraints are applied on the set of values allowed in a column or table, by using arguments to a formula Filter context applies on top of other contexts, such as row context or query context Used to modify context in a formula For example, sales (query context) divided by all region sales (filtered) Common filter functions: FILTER, ALL, ALLEXCEPT, ALLSELECTED, and others Speaker Notes: This slide includes an example of a formula used to override the RegionName values from the State table to All, producing a values that is Sales divided by Sales for all Regions. =[Sales] / CALCULATE([Sales], ALL(State[RegionName])) © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Defining Formulas DAX can be used to define formulas for:
9/12/2018 Defining Formulas DAX can be used to define formulas for: Calculated columns Calculated fields Key performance indicators (KPIs) are defined by extending calculated fields Speaker Notes: As described earlier in this presentation, DAX is used to enrich a data model with two different types of calculations. The topic of Key Performance Indicators (KPIs) is an extension of defining calculated fields, although it should be noted that it does not involve using DAX directly. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Defining Formulas Calculated Columns
9/12/2018 Defining Formulas Calculated Columns Define new columns in tables Based on a DAX formula, and use row context Column values for each row are materialized in the data model If possible, to reduce the data model size, avoid creating them Column values are recalculated when necessary, when: The table is processed Formula dependencies are processed Can only be defined in the Power Pivot window in Data view Speaker Notes: Calculated columns extend a table with a new column based on a formula. Calculated column values are materialized within the data model, and will be recalculated when the table or a dependency is refreshed. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Defining Formulas Calculated Fields
9/12/2018 Defining Formulas Calculated Fields Defined aggregation logic in tables Based on a DAX formula, and use query context Values are never materialized in the data model The formula is evaluated at query time by using the query context Can be created implicitly using the Power Pivot Fields pane, or explicitly on the Power Pivot ribbon tab, or in the Calculation Area in the Power Pivot Window Avoid creating implicit calculated fields – they are not visible outside the workbook Reporting tools, like Power View, may not require the explicit definition of calculated fields Speaker Notes: Calculated fields are concerned with the aggregation of column values. The definition for a calculated field is defined in the model, however no values are stored. Evaluation takes place at query time within query context. An advanced topic, to prepare a data model for Power View reporting, will describe scenarios when it is appropriate not to define calculated fields, and rely upon “automatic” calculated fields made available by the reporting tool. Defining “automatic” calculated fields is covered in Module 7 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Defining Formulas Key Performance Indicators
9/12/2018 Defining Formulas Key Performance Indicators Collection of metrics to enable performance monitoring The Value metric is based on an existing calculated field The Goal metric is either: An existing calculated field, or Absolute value The Status metric is defined by setting thresholds Status values are 1 (on-track), 0 (slightly off-track), or -1 (critically off-track) Speaker Notes: A KPI allows the comparison of an actual to a target. In a Power Pivot data model, it is defined by creating the KPI based on an existing calculated field. KPIs allow the monitoring of performance. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Developing a Power Pivot Workbook
Server & Tools Business 9/12/2018 Developing a Power Pivot Workbook Demo (Part 3) Speaker Notes: Refer to the demonstration scripts and resources. This demonstration can be done incrementally aligned to the theory presented in the two presentations for this module. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Partner Opportunities Encapsulate “single version of the truth” business rules with calculations Produce difficult Excel logic in the data model with DAX Produce time intelligence formula Enable consistent performance monitoring with KPIs Speaker Notes: There are numerous partner opportunities to produce Power Pivot data models in Excel. Consider asking attendees what opportunities they see based on their experience and customers needs. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Resources DAX Resource Center Whitepaper: DAX in the BI Tabular Model
9/12/2018 Resources DAX Resource Center Whitepaper: DAX in the BI Tabular Model Includes a sample Excel workbook Book: “DAX Formulas for Power Pivot: The Excel Pro's Guide to Mastering DAX” Publisher: Holy Macro! Books Author: Rob Collie MSDN: Context in DAX Formulas Speaker Notes: Highlight relevant resources for further attendees to continue their education. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Developing a Power Pivot Data Model in Excel 2013
Server & Tools Business 9/12/2018 Developing a Power Pivot Data Model in Excel 2013 Hands-On Lab (Part 1) In this lab, you will create a Power Pivot data model to monitor product profitability. It will import and mash-up data from an Access database, an external OData data feed, and a local Excel workbook. This is a 45 minute lab. Encourage students to successfully complete this lab, as they can use it as the starting point for the next lab TYDG-03-HOL-01 (there is a starter file if they did not complete the lab). © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Module 5: Introducing Power Query Discovering and Preparing Data with Power Query in Excel 2013
Working with Power Query Speaker Notes: Introduce the two areas which will be covered in this module.

What You Will Learn Introducing Power Query Working with Power Query
9/12/2018 What You Will Learn Introducing Power Query Working with Power Query Partner Opportunities Resources Speaker Notes: Introduce the section. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Query
9/12/2018 Introducing Power Query Power Query is a new add-in for Excel to discover, transform and consume data Allows defining queries which run a sequence of steps to import and reshape data from one or more data sources Query steps are defined by using Power Query Formula Language (informally known as "M“) Simple query step logic does not require writing formulas Advanced query step logic can be written to leverage the full power of the language Supports a large collection of data source types Query results can be loaded into an Excel table or the workbook data model Speaker Notes: Power Query is a new capability included with Excel. In essence, Power Query enables the discovery, acquisition and transformation of data. This is achieved with units known as queries. In this presentation, the focus will be on the creation of queries, and there use to deliver a table of data to a workbook data model. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Introducing Power Query Power Query Audiences Business Analysts Create queries Publish queries IT Professionals Configure data services Create and publish advanced queries Users Search for, and consume, published queries Speaker Notes: This slide helps identify the different audiences and the roles they may play with Power Query. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Query System Requirements
9/12/2018 Introducing Power Query System Requirements Supported Operating Systems: Windows Vista, Windows 7, Windows 8, Windows 8.1, Windows Server 2008 Office versions: Office 2010 SP1 Office 2013 Office Professional Plus and Office 365 Professional Plus editions only Internet Explorer 9, or greater Available for 32-bit (x86) and 64-bit (x64) platforms The selection must match the architecture of the installed version of Office Speaker Notes: The system requirements for Power Query are listed on this slide. Microsoft recommend using x64 platform, especially when working with large sets of data, and/or complex transformations. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Query Power Query Ribbon
9/12/2018 Introducing Power Query Power Query Ribbon Preserves familiarity with the Excel Data tab Includes functionality to: Search for published queries and load their data Source external or workbook data to create a new query Combine queries to create a new query Manage workbook and machine settings Speaker Notes: When the Power Query add-in is installed (and enabled), the Power Query ribbon allows searching for queries, retrieving external data, and producing and managing queries. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Query
9/12/2018 Working with Power Query Online Search Creating Queries Combining Queries Managing Queries Advanced Scenarios Speaker Notes: These topics will be covered in the remainder of this presentation. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Query Online Search
9/12/2018 Working with Power Query Online Search Power Query can be used to preview and import data from a large collection of public queries, for example: Wikipedia tables A subset of Windows Azure Marketplace and data.gov Filters can be applied to limit the scope of a search: My Shared Organization All Filters can further refine searches by name, description, data source, data range and column name Speaker Notes: The online search capability allows locating and previewing data sources. The topic of shared and organization-scoped data sources will be covered in presentation TYDG-06-DECK-01. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Query Creating Queries
9/12/2018 Working with Power Query Creating Queries A query is typically created by sourcing external data Data can be sourced from: Web (an HTML page) File Database Other sources Speaker Notes: Queries can be created based on a external data, and the following slides will describe the currently supported types. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Query Creating Queries – External Data Sources
9/12/2018 Working with Power Query Creating Queries – External Data Sources Other Sources: File: Database: Speaker Notes: This slide provides a visual of the external data source types. Ask attendees whether there is a data source that they work with that is not currently supported. The product team has mentioned that the set of external data sources will likely increase in the future. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Query Creating Queries – Query
9/12/2018 Working with Power Query Creating Queries – Query Queries are defined in the Query Editor window Once a data source is defined, the query can be named, and steps created Steps can filter and shape data into a desired result Steps can easily be produced by applying column filters, and by using the commands available from the ribbon, or the query and column context menus It is possible to select a step and preview the data at that step It is also possible to remove steps – but take care not to remove a step that downstream steps depend on Step formulas can be viewed or edited in the formula bar Speaker Notes: The development method usually commences by defining an external data source. Once the data has been acquired, the user can define a series of steps to filter and shape the data. The result of the steps is a query result. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Query Creating Queries – Query Editor
9/12/2018 Working with Power Query Creating Queries – Query Editor Query Name Unique name for the query Query preview Refresh Import the latest data (run query steps) Applied Steps Edit any query step, represented as a Gear icon, by using the Edit Settings option on each step. Steps can also be deleted. Formula Bar View or edit the formula directly Navigator Pane Browse structured data sources to find the data source that you want to query Speaker Notes: Use this animated slide to introduce the layout and functionality of the Query Editor. Load Settings Load worksheet and/or data model Latest refresh time © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Query Creating Queries – Query Editor Context Menus
9/12/2018 Working with Power Query Creating Queries – Query Editor Context Menus Query menu: Column menu: Column filters: Speaker Notes: Use this animated slide to introduce the functionality available from various context menus that can be launched from within the Query Editor. Click here to launch the query menu © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Query Combining Queries
9/12/2018 Working with Power Query Combining Queries New queries can be created to: Merge two queries (joining on a common column) Append two queries (union) Speaker Notes: When working with multiple queries, it is possible to combine them, as described in this slide. An advanced combination could involve queries sourced from different data stores, even from different data formats. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Query Managing Queries
9/12/2018 Working with Power Query Managing Queries Each query is added as a workbook connection, and can be refreshed like standard data connections Queries are managed in the Workbook Queries pane Hovering over the query will produce a preview of the data, and provide commands Queries can be edited, duplicated, referenced, deleted, merged, appended or shared Speaker Notes: Once a query is created, it can be managed by editing it in the Query Editor. The download of data can be disabled (this is required when the rows exceed the row limit of a worksheet – 1,048,576 rows). The query can also be loaded into the data model, and will result in a table. If refreshed, the table will refresh the Power Query query. Preview © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Query Advanced Scenarios
9/12/2018 Working with Power Query Advanced Scenarios The Power Query options allow enabling advanced query editing When enabled, a query can be edited as a script, and new queries can be scripted from scratch Customized logic can be developed by implementing functionality not exposed by the context menus, by using looping constructs, and parameterizing queries to create functions to be invoked by other queries Speaker Notes: Advanced scenarios can be enabled by using the Power Query options. Once enabled, customized logic can be written to produce sophisticated functionality. Describing how to achieve this is beyond the scope of this presentation. A resource on the entire expression language is included in the Resources section of this presentation. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Query Advanced Scenarios – Example
9/12/2018 Working with Power Query Advanced Scenarios – Example In the Query Editor, click the Script icon (only available when Advanced Query Editing is enabled) to edit the query script Speaker Notes: This slide describes how to edit the query as a script. The icon is only available when Advanced Query Editing is enabled. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Server & Tools Business 9/12/2018 Introducing Power Query Demo (Part 4) Speaker Notes: Refer to the demonstration scripts and resources. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Partner Opportunities Replace legacy Excel data retrieval logic with Power Query queries Create refreshable queries to source, filter and shape data Eliminate the requirement to manually prepare and load data Eliminate complex transformational logic in worksheets and macros Load data directly into workbook data models Leverage new data source types: OData data feeds, Hadoop, Facebook, etc. Publish libraries of queries for discovery and reuse within the organization Speaker Notes: There are numerous partner opportunities to produce Power Query queries. Consider asking attendees what opportunities they see based on their experience and customers needs. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Resources Microsoft Download Center TechEd North America 2013
9/12/2018 Resources Microsoft Download Center Microsoft Power Query for Excel (Preview) TechEd North America 2013 DBI-B225: “Microsoft “Data Explorer” for Excel: Discover, Combine, and Refine your Data” by Faisal Mohamood DBI-B225 Power Query for Excel Formula Language Specification Speaker Notes: Highlight relevant resources for further attendees to continue their education. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Exploring Power Query in Excel 2013
Server & Tools Business 9/12/2018 Exploring Power Query in Excel 2013 Hands-On Lab (Part 2) Speaker Notes: This is a 30 minute lab. Encourage students to successfully complete this lab, as they can use it as the starting point for the next lab TYDG-04-HOL-01 (there is a starter file if they did not complete the lab). © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Module 6: Producing Excel Reports Based on a Power Pivot Data Model Authoring Reports in Excel 2013
Introducing Power Pivot Reporting Enhancing Reports with Excel Features Speaker Notes: Introduce the two areas which will be covered in this module.

What You Will Learn Introducing Power Pivot Reporting
9/12/2018 What You Will Learn Introducing Power Pivot Reporting Enhancing Reports with Excel Features Partner Opportunities Resources Speaker Notes: Introduce the section. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Pivot Reporting
9/12/2018 Introducing Power Pivot Reporting Excel reporting based on the Power Pivot data model can be achieved by using the “ThisWorkbookDataModel” workbook connection: PivotTables and PivotCharts CUBE functions Power View Apps for Office Power View reports in Excel can only be created by using a tabular BISM – Power Pivot or an external tabular database If the workbook will be rendered by Excel Services, only use Excel client features that are supported These report types can be rendered by Excel Services in a web browser Speaker Notes: There are different ways to achieve reporting based on the Power Pivot data model. Note that the workbook connection is named “ThisWorkbookDataModel”. All of the approaches described in this presentation could be based on external data models, however the focus is on producing reports based on the workbook data model. The topic of sharing and collaboration is covered in the last module of this course. Power View reporting is covered in topic Module 7 Sharing and collaboration is covered in topic Module 9 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Introducing Power Pivot Reporting Excel Client Features Not Supported in Excel Services Excel Services will not execute or render the following: VBA macros ActiveX controls External formula references (to other workbooks) Query tables, SharePoint lists, Web queries, and text queries Cell comments OfficeArt technology, including Shapes, WordArt, SmartArt, organization chart, diagrams, signature lines, and ink annotations Macro-enabled workbooks (.xlsm) and workbooks that use workbook and worksheet protection cannot be loaded Speaker Notes: Up front, it is helpful to understand what features are not supported by Excel Services. If the workbook will be published to SharePoint or Office 365, this will allow a report author to limit a report layout to use only supported features . © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Pivot Reporting PivotTables
9/12/2018 Introducing Power Pivot Reporting PivotTables The PivotTable Fields exposes the resources of the data model: Calculated fields, KPIs, and hierarchies – grouped by table Four drop zones are used to configure the layout of the PivotTable Filters Columns and Rows Values – calculated fields only Slicers can be added to support interactive filtering Drag-and- drop fields and hierarchies to zones Speaker Notes: PivotTables is an easy and fast way to produce a report based on a data model. The fields pane provides a simple interface to browse a data model, and to introduce resources (calculated fields, dimension hierarchies, KPIs, etc.) into the PivotTable. PivotTable’s can be enhanced with slicers, to allow visual and interactive filtering of data. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Pivot Reporting PivotCharts
9/12/2018 Introducing Power Pivot Reporting PivotCharts PivotCharts can be based on a PivotTable Can be placed on the same or separate worksheet as the PivotTable Configuration is similar to the PivotTable Two drop zones change name and behavior: Column Labels becomes Legend Fields Row Labels becomes Axis Fields Speaker Notes: PivotCharts are usually based on a PivotTable. A similar experience to that of the PivotTable can be used to quickly and easily create a data visualization upon the data model. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Pivot Reporting CUBE Functions
9/12/2018 Introducing Power Pivot Reporting CUBE Functions Excel includes seven CUBE functions that can retrieve data model members and values: CUBEMEMBER returns a member from a cube dimension CUBEVALUE returns a value from the cube, and can be filtered using report filters and slicers CUBESET returns a set of members CUBESETCOUNT returns the count of members in a set CUBERANKEDMEMBER returns the nth member in a set CUBEMEMBERPROPERTY returns a member property CUBEKPIMEMBER returns a KPI property Speaker Notes: Since Excel 2007, there have been seven CUBE functions that allow retrieving members, sets, KPI metrics and values from the data model. These functions allow producing custom layouts, cell-by-cell, within the workbook. This provides flexibility beyond the structure of a PivotTable or PivotChart. The Power Pivot data model does not support member properties © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Pivot Reporting CUBE Functions (continued)
9/12/2018 Introducing Power Pivot Reporting CUBE Functions (continued) The CUBE functions allow creating Excel report layouts cell-by-cell based on an Analysis Services BI Semantic Model (BISM) Only works for data models that can be queried with Multidimensional Expressions (MDX) Power Pivot can be queried by using MDX Report layouts can allow user input by using slicers, timelines and cell values (simulating parameters) The CUBE function arguments can be defined by using expressions – both by using Excel expressions and MDX expressions Speaker Notes: Point out that the CUBEVALUE function can use slicers and timelines to filter the data model values. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Pivot Reporting CUBE Functions (continued)
9/12/2018 Introducing Power Pivot Reporting CUBE Functions (continued) A CUBE function report layouts can be created by converting a PivotTable to formulas – it is a one-way conversion, and can be helpful for beginners learning to write CUBE formulas Learning MDX to retrieve set of members will be helpful Using the CUBE functions can work well for some report designs, and not so well for others Formulas for cells must be created at design time, so report layouts work best for known set sizes (four quarters for a year, top 10 customers, etc.) Speaker Notes: Suggest that beginners can use convert a PivotTable to CUBE functions by using the OLAP Tools functionality available on the Analyze ribbon tab. This is a one-way process to convert the PivotTable to formulas. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Pivot Reporting Apps for Office
9/12/2018 Introducing Power Pivot Reporting Apps for Office Apps for Office are new in Excel 2013 Allow visualizing data from Excel tables or worksheet ranges They carry a light footprint and use web standards-based technologies such as HTML5, JavaScript, CSS3, XML, and REST API Can be embed into Office documents and use a browser control in a secure app runtime environment Apps are discoverable and are downloaded from the Office Store Some apps are free Speaker Notes: Apps for Office were introduced with Microsoft Office 2013. They enable extending beyond the core functionality of Excel by embedding HTML applications into workbooks. Excel ranges (or single cells) can be passed into the applications, and this provides a new way to visualize data. A good example would be to use a CUBEVALUE function to retrieve a value that is then visualized in a gauge. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enhancing Reports with Excel Features
9/12/2018 Enhancing Reports with Excel Features Report layouts can be enhanced with additional features supported by Excel Services: Charts Embedded Images Conditional Formatting Slicers Sparklines Hyperlinks Outlining Speaker Notes: Report layouts, especially those produced with the CUBE functions, can be enhanced with additional features supported by Excel and Excel Services. These are covered in the following slides. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enhancing Reports with Excel Features Charts
9/12/2018 Enhancing Reports with Excel Features Charts A rich range of charts can be added and based on worksheet data There are numerous options to configure to display the look and feel Speaker Notes: Charts, of varying types, can be based on ranges of values, and these work well with values retrieved by the CUBE functions. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enhancing Reports with Excel Features Embedded Images
9/12/2018 Enhancing Reports with Excel Features Embedded Images Images can be inserted into worksheets Ideal for corporate logos, etc. Excel Services does not support linked images Speaker Notes: Images, like a corporate logo, can be embedded into a worksheet. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enhancing Reports with Excel Features Conditional Formatting
9/12/2018 Enhancing Reports with Excel Features Conditional Formatting Numerous rule types can be used to format cells: Highlight Cells Top/Bottom Data Bars Color Scales Icons, ideal for KPI status Speaker Notes: Conditional formatting adds visual appeal, and can be used to highlight specific values, or display data bars, color scales or icons. These can be applied to PivotTable reports, and to any cell, perhaps those defined with CUBE formulas. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enhancing Reports with Excel Features Slicers
9/12/2018 Enhancing Reports with Excel Features Slicers Visual controls that support quick, easy, interactive filtering Position on a worksheet like charts and shapes Slicers can pass selected member(s) to: PivotTables The CUBEVALUE function Slicers can: Be referenced by multiple items Be parameterized Be formatted using styles Visually indicate items with no data Speaker Notes: Slicers can be used to allow the user to interact with, and filter, a report layout. The CUBEVALUE function can receive slicers (which represent sets of members from a hierarchy level). © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enhancing Reports with Excel Features Timeline
9/12/2018 Enhancing Reports with Excel Features Timeline Timelines allows filtering by calendar time periods It requires a visible Power Pivot data model column that stores date values This could remove the need to create a date table and/or a calendar hierarchy It allows filtering by: An individual calendar year, calendar quarter, month or date, or A contiguous range of calendar years, calendar quarters, months or dates Like slicers, timelines can be: Connected to multiple PivotTables Passed into the CUBEVALUE function Speaker Notes: The Timeline was introduced with Excel 2013, and can be used to simulate a “date” table within a data model. Note that it is usually always a preferred practice to define an explicit “date” table, as was achieved in the Power Pivot lab in this course. If the data model does not contain a date table, but does include a column of type date, a Timeline can be based on this column. This will allow filtering by contiguous time periods, at year, quarter, month or day levels. Only calendar time periods (i.e. those where the year commences on 1 January) are supported. The CUBEVALUE function can receive timelines. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enhancing Reports with Excel Features Sparklines
9/12/2018 Enhancing Reports with Excel Features Sparklines Represent a workbook data range, and typically a time series Types include: Can be customized with the Axis Options and formatted using styles Use merged cells to enlarge their appearance Speaker Notes: Report layouts can be enhanced with sparklines to produce a mini chart to convey trend or win/loss scenarios. They fit within a single cell of a worksheet, however by resizing rows and/or columns, you can achieve a larger sparkline. It is also possible to merge cells together to enlarge the size of a sparkline, if necessary. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enhancing Reports with Excel Features Hyperlinks
9/12/2018 Enhancing Reports with Excel Features Hyperlinks Hyperlinks are useful for accessing and viewing related information Scenarios: Open a document, file, or web page in a new window Start an program and create a message Navigate to different locations within the current workbook Open another Excel workbook in web browser view to a specific location Speaker Notes: Hyperlinks can be defined to jump to other resources, even within the same workbook. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enhancing Reports with Excel Features Outlining
9/12/2018 Enhancing Reports with Excel Features Outlining Excel can create an outline of data to allow users to expand/collapse levels of details Available from the Data ribbon tab, inside the Outline group Supports up to eight levels Speaker Notes: Finally, the outlining feature allows defining nested groups that can be expanded or collapsed. Click to expand/collapse © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Reporting with the Excel CUBE Functions
Server & Tools Business 9/12/2018 Reporting with the Excel CUBE Functions Demo (Part 5) Speaker Notes: Refer to the demonstration scripts and resources. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Partner Opportunities Publish workbooks to share workbook data model logic and data Produce interactive report layouts Refactor legacy workbook report layouts with CUBE functions to surface Power Pivot data Speaker Notes: There are several partner opportunities to produce report layouts in Excel based on Power Pivot data models. Consider asking attendees what opportunities they see based on their experience and customers needs. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Resources Excel Cube Functions wiki site
9/12/2018 Resources Excel Cube Functions wiki site Book: “Microsoft SQL Server 2008 MDX Step by Step” Publisher: Microsoft Author: C. Ryan Clay Book: “Excel Dashboards and Reports” Publisher: Wiley Author: Michael Alexander Speaker Notes: Highlight relevant resources for further attendees to continue their education. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Module 7: Introducing Power View Authoring Reports in Excel 2013
Preparing the Data Model for Power View Creating Power View Reports Speaker Notes: Introduce the three areas which will be covered in this module.

What You Will Learn Introducing Power View
9/12/2018 What You Will Learn Introducing Power View Preparing the Data Model for Power View Creating Power View Reports Partner Opportunities Resources Speaker Notes: Introduce the section. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power View
9/12/2018 Introducing Power View Power View is a SQL Server Reporting Services authoring experience now available in Excel 2013 Power View in Excel 2013 requires a tabular data model, including a Power Pivot data model Report sheets can be added to the workbook and configure to produce interactive data exploration, visualization, and presentation experiences Highly visual design experience Rich meta-driven interactivity Presentation-ready at all times It can enable intuitive ad-hoc reporting for business users Available also in SharePoint 2013 with the Reporting Services add-in Speaker Notes: Power View was first introduced as a report authoring experience, based on a tabular data model, in the web browser, with SharePoint on-premise. An add-in was added to Excel 2013 to support creating Power View reports within the workbook, and the reports can be based on the Power Pivot data model, or even an external tabular database. Highlight the strengths of this report authoring tools, as listed in the slide (highly visual design experience, etc.). The focus on this module is Power View with Excel 2013. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power View Example
9/12/2018 Introducing Power View Example Speaker Notes: This slide conveys an example of a Power View report. It is in fact one of the reports created in the second lab of this presentation. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power View System Requirements
9/12/2018 Introducing Power View System Requirements Power View for Excel 2013 requires: Office Professional Plus edition, or Office 365 Professional Plus edition Silverlight The Map data visualization requires internet connectivity (Bing Maps) Speaker Notes: Power View for Excel has specific requirements as listed in this slide. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Introducing Power View Power View Audiences Business Analysts Create Power View reports Publish workbooks consisting of reports Users Search for, and view and interact with, published workbooks that contain Power View reports Speaker Notes: There are two audiences for Power View: The Business Analysts that produce and publish reports, and Users who can search for and interact with published workbooks containing Power View reports. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Preparing the Data Model for Power View
9/12/2018 Preparing the Data Model for Power View The data model can be prepared to fully exploit the Power View experience by: Applying friendly names, descriptions and column and calculated field data formats Enabling images The Advanced ribbon tab allows: Customizing “automatic” calculated field behavior (Summarize By) Configuring Report Properties Speaker Notes: The topic of preparing a data model for Power View is about ensuring the data model is optimized for Power View reporting. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Preparing the Data Model for Power View Friendly Names, Descriptions and Data Formats Use friendly names for tables, columns and calculated fields These names will be used as labels to describe Power View data visualizations Embedded spaces are allowed Provide descriptions for tables, columns and calculated fields These are surfaced as tooltips in the Power View Fields pane Set appropriate data formats for columns and calculated fields Hide unnecessary tables, columns and calculated fields Speaker Notes: Friendly names can be defined for tables, columns, calculated fields and KPIs. In addition, descriptions can be added, and these will appear as tooltips in the Power View Fields list. Finally, ensuring numeric columns and calculated fields have appropriate data formats will ensure that values appear in appropriate ways. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Preparing the Data Model for Power View Enabling Images
9/12/2018 Preparing the Data Model for Power View Enabling Images Images can be enabled by: Adding columns of image (binary) data Creating calculated columns to produce a URL to retrieve external images Images can be retrieved from a web server, including a SharePoint document library Image data cannot be efficiently stored in a Power Pivot data model Avoid storing large images or large sets of images The Table Behavior Row Identifier property must be set to a unique identifying column of the table Speaker Notes: Power View excels when it comes to displaying images. There are two approaches to enabling this capability. The first approach is by simply adding columns to tables that contain binary image data. The second approach is to include a column, probably a calculated column, that includes an HTTP (or HTTPS) reference to an external image. The Table Behavior properties will be introduced later in this topic © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Preparing the Data Model for Power View “Automatic” Calculated Fields
9/12/2018 Preparing the Data Model for Power View “Automatic” Calculated Fields There may not be the need to define explicit calculated fields Visible numeric columns will be surfaced as “automatic” calculated fields These fields will only be available in the Power View Fields pane, and will not be available in cube reporting tools (PivotTables, CUBE functions, etc.) Use the SummarizeBy property to determine the default aggregate function: The default is to sum the column values The Power View report user can identify “automatic” calculated fields, and modify their aggregate function in the report layout Speaker Notes: This topic is about having Power View automatically surface calculated fields, simply because a numeric column is visible. The advantage of this design is that there is no need to define an explicit calculated field, and that the Power View user at design time can modify the aggregate function used by the field. The disadvantage is that reporting tools that query by using MDX (PivotTables, CUBE functions, etc.) will not have an explicit calculation to report upon. An understanding of the data model reporting requirements will guide the data model developer to implement the appropriate calculated fields (or not to do so). © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Preparing the Data Model for Power View Reporting Properties
9/12/2018 Preparing the Data Model for Power View Reporting Properties Default Field Set: Ordered set of columns and calculated fields that can be conveniently added as a table to a Power View report, with a single click Table Behavior: Row Identifier: Sets the unique identifier column for a table (like a primary key), and it cannot be based on a calculated column Keep Unique Rows: Columns that relate directly to the row identifier and that should not be presented as nested groups For example, State Code and State Name Default Label: Behaves as the friendly label for the table Default Image: Behaves as the image for the table Speaker Notes: The data model develop can also configure a default field set that allows, with a single click, the addition of a table to a report., Also, the Table Behavior properties allow providing additional metadata to influence the default layout of a Power View report. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Preparing the Data Model for Power View Reporting Properties (Continued) Categorize columns by type, especially relevant for: Spatial data (longitude, latitude, country, state, etc.) Image URL Web URL By default, the Power Pivot settings will use automatic column categorization This setting can be disabled Categorization settings can be changed Speaker Notes: Finally, column categorization allows providing information about the contents of a column. Power View will use this to provide hints and default behaviors during report development. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Creating Power View Reports
9/12/2018 Creating Power View Reports A workbook can consist of multiple Power View reports A Power View report is created by using the Insert ribbon tab If a range of data is selected when creating the report, the range will be automatically added to the workbook data model, and the report will display the data If no range is selected, and a workbook data model is created, the Power View Fields will display the data model fields All reports commence by creating a table, and this is achieved in the Power View Fields by selecting a table (if default field list was defined), or checking individual fields Speaker Notes: Multiple Power View reports can be added to an Excel workbook. The Power View Fields pane allows selecting fields to configure the report layout. It is important to emphasize that all data visualizations commence as a table, and can be transformed into any supported type of data visualization. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Creating Power View Reports (continued)
9/12/2018 Creating Power View Reports (continued) Switch Visualization On the Power View ribbon, convert the currently selected visualization to another type A table can be converted to the different data visualizations (charts or map) and its layout configured It is possible to drag fields into the layout zones Also, selecting a field reveals a down arrow, to select the placement zone Different visualization types have a different layouts To create a new table, click on a blank area of the report canvas Speaker Notes: Beneath the Fields pane is the layout area. In this area, the report author can define what fields are placed in what zones. The available zones will depend upon the type of data visualization. Layout Area Drag to add fields to zones, or use the down arrow to configure © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Creating Power View Reports Data Visualization Types
9/12/2018 Creating Power View Reports Data Visualization Types Table, Matrix and Card (single visualization per table record) Table has fixed columns Matrix allows grouping on columns Charts: Bar (stacked, 100%, clustered) Column (same as bar, but vertical) Other (line, scatter, other) The scatter chart can be animated across time Maps The Map requires internet connectivity to communicate with Bing Maps Speaker Notes: This slides describes the supported data visualization types. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Creating Power View Reports Enhancing Reports
9/12/2018 Creating Power View Reports Enhancing Reports Reports can be enhanced with: Themes (fixed styles of fore and background colors, and fonts) Images – free-standing and background Textbox labels Numeric table values can be formatted Different data visualizations have different layout abilities Refer to the available commands on the Layout ribbon tab when configuring a data visualization Speaker Notes: Power View reports can be enhanced with themes, images and textboxes to relay text labels. Numeric values can be formatted (beyond the data model data formats). © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Creating Power View Reports Filtering Reports
9/12/2018 Creating Power View Reports Filtering Reports Reports can be filtered in different ways: Filter the entire report in the Filters pane Drag and drop fields and set filter conditions Filter a single data visualization Select the filter icon in the top right corner of the data visualization Add a slicer Single-column table can be converted to a slicer to allow user interactive filtering Multi-selection is possible by pressing the control key Select chart areas (pie segments, bars or lines) This will filter the entire view, and can be reset by clicking a blank area of the chart Speaker Notes: Reports can be filtered in four different ways, as described in this slide. The lab will explore each of these ways. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Creating Power View Reports Sorting Data
9/12/2018 Creating Power View Reports Sorting Data Table columns can be sorted by clicking the column header First click is ascending, the second click descending, etc. Sort can also be configured by clicking the options in the top right corner of the data visualization Fields and sort order can be set Speaker Notes: Sorting can be achieved by clicking table column headers, or for other data visualizations, the sort options are available when hovering the cursor about the top left corner of the data visualization. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Server & Tools Business 9/12/2018 Introducing Power View Demo (Part 6) Speaker Notes: Refer to the demonstration scripts and resources. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Partner Opportunities Create interactive and visually impressive Power View reports based on Power Pivot data models Educate customers on: How to interact with Power View reports How to create their own Power View reports, even for ad hoc (one- off) analysis Speaker Notes: There are several partner opportunities to produce Power View reports in Excel workbooks. Consider asking attendees what opportunities they see based on their experience and customers needs. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Server & Tools Business
9/12/2018 Preparing a Power Pivot Data Model for Power View Reporting in Excel 2013 Hands-On Lab (Part 3) Speaker Notes: This is a 30 minute lab. Encourage students to successfully complete this lab, as they can use it as the starting point for the next lab TYDG-04-HOL-02 (there is a starter file if they did not complete the lab). In this lab, you will prepare the Power Pivot workbook created in the first lab for Power View reporting. Exercise 1: Reviewing the Data Model Exercise 2: Preparing the Data Model Exercise 3: Adding an Image URL Exercise 4: Exploring the Prepared Data Model © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Exploring Power View in Excel 2013
Server & Tools Business 9/12/2018 Exploring Power View in Excel 2013 Hands-On Lab (Part 4) Speaker Notes: This is a 45 minute lab. Encourage students to successfully complete this lab, as they can use it as the starting point for the next lab TYDG-03-HOL-01 (there is a starter file if they did not complete the lab). In this lab, you will explore Power View by creating two reports in the Excel workbook. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Module 8: Introducing Power Map Producing Geospatial Tours with Power Map in Excel 2013
Preparing the Data Model for Power Map Working with Power Map Speaker Notes: Introduce the three areas which will be covered in this module.

What You Will Learn Introducing Power Map
9/12/2018 What You Will Learn Introducing Power Map Preparing the Data Model for Power Map Working with Power Map Partner Opportunities Resources Speaker Notes: Introduce the section. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Introducing Power Map Power Map is a new add-in for Excel to interactively visualize spatial data in 3D Requires a tabular data model, including a Power Pivot data model Animated tours can be created and played in the Excel client or exported to MP4 video Static images can be copied to the clipboard Speaker Notes: Power Map is a new add-in for Excel that allows creating visual tours of geospatial data, in animated form, in 3D. Like Power Query, this add-in is available in preview. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Introducing Power View Power Map Audiences Business Analysts Produce tours Render and publish tour videos Users Search for, and view, published Power Map tour videos Speaker Notes: There are two audiences for Power View: The Business Analysts that produce and publish reports, and Users who can search for and interact with published workbooks containing Power View reports. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Map System Requirements
9/12/2018 Introducing Power Map System Requirements Supported Operating Systems: Windows 7, Windows 8, Windows Server 2008 R2 Office versions: Office Professional Plus 2013 Office 365 ProPlus, Midsize, E3, E4, A3, A4, G3, G4 DirectX10 graphics card Internet connectivity for Bing maps Available for 32-bit (x86) and 64-bit (x64) platforms The selection must match the architecture of the installed version of Office Speaker Notes: The system requirements for Power Map are itemized on this slide. Note that video rendering can be time consuming and processor intensive. It will not be supported at GA in H1CY2014, meaning it will first come to Office 365 before the next on-premise release. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Preparing the Data Model for Power Map
9/12/2018 Preparing the Data Model for Power Map Power Map does not: Support filtering Surface hierarchies The data model can be prepared to fully exploit the Power Map experience by: Ensuring that columns used as hierarchy levels are visible Ensuring that the Date column from the data model Date table is visible This will allow the time animation to be configured Preparing the data model for Power Map may de-optimize the experience for other reporting and analytic tools Consider creating a data model dedicated to Power Map work Speaker Notes: To fully exploit the Power Map capabilities it may be necessary to prepare the data model, which may require de-optimizing it for other experiences (Power View, etc.). The lab in this presentation will do this. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Map Power Map Ribbon
9/12/2018 Introducing Power Map Power Map Ribbon The Power Map Window allows creating and managing a single tour Tours consist of scenes, and scenes can be configured with layers of data Speaker Notes: When creating (or managing a tour), the Power Map Window includes all functionality required to create a tour. Ensure that you describe that a workbook can contain zero or more tours, and a tour can contain one or more scenes. Finally, a scene can contain zero or more layers to display data overlaid upon the scene. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power Map Development Methodology
9/12/2018 Introducing Power Map Development Methodology Create a workbook and develop a Power Pivot data model, or connect to an external tabular database Create tours, consisting of a sequence of scenes Configure the map and map layout for each scene Introduce layer(s) to visualize data superimposed on each scene Annotate the map with charts, textboxes and legends Configure transition properties between the scenes Produce and share an MP4 video of the tour Speaker Notes: This slide describes the development methodology required to produce a tour video. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Map Configuring Scene Settings
9/12/2018 Working with Power Map Configuring Scene Settings A tour connects to a single data model and can defines an ordered set of scenes Each scene represents a map area, and settings allow configuring: Name Time duration And transition effects into the next scene Themes can be applied to the map Speaker Notes: Tour scenes allow representing a specific map area and configuring producing settings. Themes can also be applied. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Map Configuring Layers
9/12/2018 Working with Power Map Configuring Layers A scene can have zero or more layers Each layer relates analytic data via a spatial relationship to a map Spatial relationships can be defined by latitude and longitude, or text labels of spatial locations (city names, country names, zip codes, etc.) which require geocoding by Bing Maps Data visualization properties allow setting: Type: Column, Bubble, HeatMap, Region Layout fields according to the visualization type Shape types can be configured also (square, triangle, etc.) The Time property allows data visualization animated over time Speaker Notes: Superimposed upon a scene are layers. Each layer determines how to relate the data fields to spatial properties, and how to represent the data. There are currently four supported types of data visualizations for a layer: Column, Bubble, HeatMap, Region. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Map Configuring Layer Settings
9/12/2018 Working with Power Map Configuring Layer Settings Each layer can define formatting and data properties Each data visualization type has its own specific layer settings Speaker Notes: The different data visualization types have specific layer settings. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Map Expressing Feedback
9/12/2018 Working with Power Map Expressing Feedback Each scene can include (when appropriate): 2D charts Textbox labels Legends Annotations, based on static text, or dynamic based on data values Speaker Notes: Scenes can also overlay feedback in the form of charts, textbox labels, legends and annotations. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Working with Power Map Sharing Tour Videos
9/12/2018 Working with Power Map Sharing Tour Videos The tour can be watched from inside Excel providing the Power Map add-in is installed Videos can be produced Speaker Notes: Optionally, a tour can be produces as a video. Videos can be embedded into different experiences, for example a PowerPoint presentation. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Introducing Power Map Demo (Part 7) Speaker Notes: Refer to the demonstration scripts and resources. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Partner Opportunities Produce and share tours of geospatial videos Videos can be embedded into PowerPoint presentations, or added to SharePoint document libraries Speaker Notes: There is a partner opportunity to produce and embed geospatial video tours. A good example is to overlay spatial data from the business with external data, like weather or temperature. This can help viewers understand relationships between business data and environment, and could help surface or draw conclusions based on two layers of data. Consider asking attendees what opportunities they see based on their experience and customers needs. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Resources Microsoft Download Center
9/12/2018 Resources Microsoft Download Center Microsoft Power Map for Excel (Preview) Speaker Notes: Highlight relevant resources for further attendees to continue their education. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Exploring Power Map in Excel 2013
Server & Tools Business 9/12/2018 Exploring Power Map in Excel 2013 Hands-On Lab (Part 5) Speaker Notes: This is a 45 minute lab. Encourage students to successfully complete this lab, as they can use it as the starting point for the next lab TYDG-03-HOL-01 (there is a starter file if they did not complete the lab). In this lab, you will use Power Map to produce a tour consisting of four scenes to spatially and temporally present revenue data for the Tailspin Toys operations. You will then embed a video of the tour into a PowerPoint presentation. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Module 9: Sharing and Collaborating on BI Solutions Sharing Excel 2013 Solutions
Sharing and Collaboration Introducing Power BI Exploring Power BI Features and Services Speaker Notes: Introduce the three areas which will be covered in this module.

What You Will Learn Sharing and Collaboration Introducing Power BI
9/12/2018 What You Will Learn Sharing and Collaboration Introducing Power BI Exploring Power BI Features and Services Partner Opportunities Resources Speaker Notes: Introduce the section. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sharing and Collaboration
9/12/2018 Sharing and Collaboration Excel BI solutions are authored by using the Excel client It is usually inappropriate to share the solutions by forwarding the workbook to other users Requires that the user has Excel installed, and possibly the add-ins The user can view data model data, and modify data model/query/report definitions Current data may not be available as data refresh may not work from their location, or by using their credentials Workbook versions are difficult to control IT cannot monitor usage Permissions can no longer be centrally managed Speaker Notes: This slide describes the issues with sharing the workbook and using the Excel client to view and interact with reports. Spend good time covering these concerns as they are address explicitly by the sharing and collaboration methods described in the next slide. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sharing and Collaboration (continued)
9/12/2018 Sharing and Collaboration (continued) It is preferred to share Excel BI solutions in managed ways Microsoft provide three managed alternatives: SharePoint 2013 (on-premise) – Enterprise Edition Office 365 (cloud) – ProPlus and E3 Editions Power BI for Office 365 (cloud) Speaker Notes: Use this slide to introduce the three managed alternatives to using the Excel client to share access to data and reports. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sharing and Collaboration SharePoint 2013
9/12/2018 Sharing and Collaboration SharePoint 2013 SharePoint include Excel Services to enable the loading, calculation, and browser-based rendering of Excel workbooks The user does not need Excel installed SharePoint 2013 can also be extended with SQL Server add-ins: Power Pivot for SharePoint SQL Server Reporting Services Speaker Notes: SharePoint enables sharing and collaboration with three services: Excel Services, Power Pivot and Reporting Services. However, especially for an SMB customer, this is an expensive option, and almost certainly one out of reach due to high cost, hardware expense and the expertise required to install, configure and maintain a SharePoint environment. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sharing and Collaboration SharePoint 2013 – Power Pivot for SharePoint
9/12/2018 Sharing and Collaboration SharePoint 2013 – Power Pivot for SharePoint The Power Pivot for SharePoint add-in installs a collection of server components that provide query processing and management control for Power Pivot workbooks that are published to SharePoint Maximum supported document size is 2GB Features: Power Pivot Gallery site template to preview workbook contents, and to launch new analytic experiences and a new Power View report Self-service configured automated data refresh Logging and a dashboard to enable IT to monitor server health, workbook sizes, number of connections and queries, and data refresh failures Speaker Notes: Emphasize the capabilities and features (which are also available in Power BI) and the maximum supported document size. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sharing and Collaboration SharePoint 2013 – Reporting Services
9/12/2018 Sharing and Collaboration SharePoint 2013 – Reporting Services When Reporting Services is integrated with SharePoint, it enables the creation and rendering of Power View reports in the web browser Supports the same Power View capabilities as those available in Excel 2013, in addition to: Connecting to multidimensional data models (with SQL Server CU4) Producing a report consisting of multiple views Printing reports Exporting a report to produce a PowerPoint presentation Previewing the reports in the Power Pivot Gallery Speaker Notes: Power View was first made available in SharePoint. This slide describes capabilities that are available beyond the Excel authoring experience. It is important to clarify that these are not features supported in Excel 2013. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sharing and Collaboration Office 365
9/12/2018 Sharing and Collaboration Office 365 Office 365 provides cloud storage for documents Excel Web Apps can render Excel workbooks in the cloud Users can view and interact with reports based on the Power Pivot data model, including Power View sheets Data refresh and IT monitoring is not supported Maximum supported Power Pivot workbook size is 10MB Speaker Notes: Office 365 takes Office to the cloud, however there is not a great story for Power Pivot as data refresh is not supported, and the maximum workbook size is 10MB, which may be a limit for many SMB customers. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sharing and Collaboration Power BI for Office 365
9/12/2018 Sharing and Collaboration Power BI for Office 365 Insights in Excel 1 Billion Office Users Analyze Visualize Discover Collaborate in Office in 4 enterprise customers on Office 365 Share Find Q&A Mobile Speaker Notes: Introduce Power BI for Office 365 as a complete self-service BI solution delivered through Excel and Office 365 that provides data discovery, analysis, and visualization capabilities to identify deeper business insights from data in Excel. The left hand side of this slide was covered in the previous four modules. Use this opportunity to recap on the previous module content. The right hand side of this slide introduces the collaboration story with Power BI for Office 365. The service is a cloud-based solution that enables collaboration and reduces the barriers to deploying a BI environment for sharing reports and accessing information – ideal for SMB customers. Scalable | Manageable | Trusted © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sharing and Collaboration Power BI for Office 365 – Continued
9/12/2018 Sharing and Collaboration Power BI for Office 365 – Continued Power BI provides powerful new ways to work with data and Excel in Office 365 Self-service BI with the familiarity of Office and the power of the cloud Empower users with self-service in Excel Enables connecting and collaborating in Office 365 Maximum supported Power Pivot workbook size is 250MB Support for data refresh from on-premise data sources Includes many new compelling capabilities and features Speaker Notes: This slide can be used to recap the new theory presented in the previous slide. There are two distinct parts to Power BI: Authoring in the Excel client, and Connecting and collaborating in Office 365 (the service). The features of Power BI service address some of the limitations describes for Office 365 (no data refresh, and a maximum workbook size of 10MB). The new features can be introduced and described in the following slides. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power BI Empowering Users with Self-service in Excel
9/12/2018 Introducing Power BI Empowering Users with Self-service in Excel Analyze Visualize Discover Search and combine public and internal data with Power Query Model & analyze 100’s of millions of rows lightning fast with Power Pivot Explore and visualize data in new ways with Power View and Power Map Speaker Notes: This slide recaps the content covered in the previous four modules. Discover: Power Query – easily discover and connect to data from public and corporate data sources. This includes new data search capabilities, as well as capabilities to easily transform and merge data from multiple data sources so that users can continue to analyze it in Excel. Analyze: Power Pivot – continue to create sophisticated data models with that data in Excel by creating relationships, calculated fields, hierarchies, and KPIs. Power Pivot models run in-memory so that users can analyze 100’s of millions of rows with lightning fast performance. Visualize: Power View – Easily create visual reports and analytical views through interactive charts and graphs that help you explore and present your data in bold new ways in Excel. Power Map – gives users the ability to plot geographic and temporal data visually on Bing Maps, analyze that data in 3D, and create interactive tours to share with others. It delivers visualization capabilities that might have never been seen in traditional 2D tables and charts, and enables users of all levels to do self- service BI directly in Excel to create powerful data models, and explore and visualize that data in Bing Maps. Inspiration for Power Map came from Microsoft Research’s WorldWide Telescope project. Launched in 2008, WorldWide Telescope is used by the astronomy community to visualize imagery and data, essentially giving astronomers an observatory in a PC. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introducing Power BI Connecting and Collaborating in Office 365
9/12/2018 Introducing Power BI Connecting and Collaborating in Office 365 Share queries & workbooks and refresh from on-premises data with BI Sites Find answers with search-based data visualization in Q&A Stay connected from anywhere with HTML5 and the Power BI mobile app Share Find Q&A Mobile Speaker Notes: This slide introduces the Power BI service. It is used to collaborate and stay connected with Office 365. It extends Self-service BI with ease of collaboration and sharing of reports and data sets which reducing friction from deployment and adoption. Share: BI Sites –collaborative through an environment optimized for Business Intelligence in Office 365. Live report and larger workbook viewing is supported so that users can view and explore larger browser based workbooks. Data Refresh – the data in reports published to Power BI for Office 365 can now be refreshed from on- premises data sources through the Data Management Gateway – ensuring data is kept current. Data Stewardship – users can now share not only the reports they create but also the data queries they create in Power Query. Once published to Power BI users can define who they want to share their data queries with and track who’s accessing them. Data queries are registered with the Data Catalog so that they can be easily discovered through data search in Excel. If a user tries to access a query but they do not have access to the underlying data source, a workflow will allow them to request access from the DBA responsible for the data. Data Catalog – IT departments now have a new way to provision users with access to data. Through the Data Catalog the IT department can register data from across the organization. This data is then searchable from within Power Query so that users can easily find and connect to the data they need without having to call IT with one off data requests. Find: Q&A – Q&A takes enterprise data search and exploration to a whole new level. With Q&A, Microsoft looked at how consumers experienced Bing search and used that knowledge to enable customers to query their enterprise data and generate stunning visual results. The experience is instantaneous and uses natural language query – Q&A interprets the question the user is asking and serves up the correct interactive chart or graph. Mobile: Mobile Access – Mobile BI access to reports in Office 365 is provided through two mechanisms. First, Excel and Power View reports now render in HTML5 so that you can access these reports from any HTML5 compatible browser, on any device. The second, is through native mobile BI apps connect to the Power BI service to keep users connected to their favorite reports, to view and explore from their tablet devices. Windows 8 tablet devices will be supported at GA with iPad support post GA. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Exploring Power BI Features and Services Power BI for Office 365
9/12/2018 Exploring Power BI Features and Services Power BI for Office 365 The following services extend the self-service BI capabilities in Excel by making them available in a collaborative online environment Power BI Sites Power BI Q&A Query and Data Management Power BI Windows Store App Speaker Notes: This section calls out the main services of Power BI for Office 365, and further details are covered in the following slides. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Exploring Power BI Features and Services Power BI for Office 365 – Power BI Sites Power BI sites application customizes a SharePoint Online site for Power BI purposes and activities Available with a subscription to Power BI for Office 365 Only supports Excel workbooks, which, when rendered to the browser, are viewed with the Excel Web App Power View reports can be optionally displayed by using HTML5 Supports workbooks up to 250MB in size Sites provide access to a management portal to: View usage analytics for published queries View and manage data sources Speaker Notes: This slides describes the Power BI Site, and this will be shown in an upcoming demonstration. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Exploring Power BI Features and Services Power BI for Office 365 – Power BI Q&A Q&A enables a broad audience of users to easily discover and explore a workbook data model by using natural language Submitted questions in English are responded to with data visualizations and reports The responses are interactive, and so can be modified to further refine the data exploration requirements Delivers auto-complete and auto-suggest questions to prompt and guide the process Speaker Notes: Q&A is about allowing users to pose questions in natural language. This is about ad hoc querying against a workbook data model. Power Pivot data models can be enhanced with metadata to support the accuracy of natural language questions. Note that this capabilities has not been made public at the time of this course authoring. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Exploring Power BI Features and Services Power BI for Office 365 – Power BI Q&A – Example Speaker Notes: This slide shows an example of a natural language query and its result. Be sure to point out the options of the left side of the screen to allow the user to interact and modify the data visualization used to express the data result. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Exploring Power BI Features and Services Power BI for Office 365 – Query and Data Management Power Query online search Business users can share and manage queries, and can analyze the usage of their shared data by using the Manage Data portal Queries are shared to the Data Catalog, which includes query metadata and data for the purpose of preview The Manage Data portal enables: Viewing usage analytics of shared queries (searched or imported) Viewing queries that have been shared Viewing and managing data sources used by Power Query queries, annotating them with information to improve their discovery Speaker Notes: Query and data management allows users to view usage of the shared queries, and also to update their metadata to make them (more) discoverable. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Exploring Power BI Features and Services Power BI for Office 365 – Power BI Windows Store App Provides live mobile access to the important business information stored in a user’s Office 365 account The app enables viewing and interacting with Excel and Power View content Requires Windows 8 or Windows RT tablet or PC, including Surface Currently, the app is not supported on: Windows 8.1, iPad, Mobile phones or Android devices Speaker Notes: The app opens up the potential for mobile BI. Consider viewing them in browser with SharePoint Online site by using HTML5 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Exploring Power BI Features and Services IT Infrastructure Services for Power BI From an IT infrastructure perspective, these services get Power BI running, and enable IT professionals to provide, manage, and secure Power BI services Provision Power BI for Office 365 Power BI Admin Center Data Management Gateway Speaker Notes: There is a Power BI story for the IT administrators also, and this is covered in the following slides. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Exploring Power BI Features and Services IT Infrastructure Services for Power BI – Provision IT administrators are responsible for provisioning a Power BI tenant Presently, Power BI can only be provisioned in preview The process is documented, and relatively straight forward and quick (~15 minutes) As an administrator, users and groups can be then be added Samples can be added to explore the Power BI capabilities Speaker Notes: The provisioning of a Power BI tenant is the responsibility of the IT administrators. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Exploring Power BI Features and Services IT Infrastructure Services for Power BI – Power BI Admin Center Allows IT administrators to: Expose data from on-premise data sources as OData data feeds Enable users to refresh Excel workbooks in SharePoint Online with data from on-premise data sources A Data Management Gateway must be installed and configured to provide access to on-premise data At least one gateway must be installed in a corporate environment before creating data sources in the portal Speaker Notes: IT administrators can install and configure Data Management Gateways to allow on-premise data to be made available through queries and data refresh in the cloud. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Exploring Power BI Features and Services IT Infrastructure Services for Power BI – Data Management Gateway capabilities Data Management Gateway Power BI Admin Center Speaker Notes: This slide simply reinforces the theory covered in the previous slide. X Enabling Corporate OData Feeds Enabling Discovery in Power Query Enabling Excel Workbook Data Refresh using SharePoint Online © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Exploring Power BI Demo (Part 8) Speaker Notes: © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Power BI for Office 365 Licensing and Availability Overview
9/12/2018 Power BI for Office 365 Licensing and Availability Overview Cloud based Subscription model Priced per user per month Available early 2014 Power BI for Office 365 is a new cloud-based business intelligence service from Microsoft. It will be licensed under a subscription model on a per-user per-month basis. The service will be available on Office 365 starting in early For more details please visit © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

How to Buy Power BI  Power BI Promotion Available Power BI MOSP
9/12/2018 How to Buy Power BI Power BI Promotion Available  Power BI Add-on for SharePoint Online Plan 2 Subscribers MOSP Syndication EA Open With Office 365 ProPlus Customers can choose from four Power BI product “bundles”: Power BI with Office 365 ProPlus includes all of the features in Power BI, plus SharePoint Online Plan 2 with Yammer and Office 365 ProPlus. This option is available via the Microsoft Online Subscription Program (MOSP) and through syndication, an Enterprise Agreement, and Open licensing. The core Power BI sku also includes SharePoint Online Plan 2 with Yammer. This option is available through MOSP, Syndication, and Open licensing. Then there are two Power BI add-ons for customers with existing subscriptions to either SharePoint Online Plan 2 or Office 365 Enterprise E3 or E4. These can be purchased through MOSP, Syndication, or an Enterprise Agreement. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Flexible BI Solutions: On-Premises or Cloud
System Center Marketing 9/12/2018 Flexible BI Solutions: On-Premises or Cloud On-premises Cloud-based Simplified access to data Power Query in Excel Power Query in Office 365 SQL Server Data Catalog in Power BI for Office 365 Insights from Data Power View in Excel Power View in Office 365 Power Pivot in Excel Power Pivot in Office 365 Shared Insights SharePoint 2013 Power BI Sites Power BI Administration Center Mobile Apps for Power BI in Office 365 [Note to presenter: the following talk track “builds” over the next three slides. Each numbered selection below maps to slides 1, 2, and 3 in the build sequence.] 3. Shared Insights Microsoft offers a complete platform for collaboration, whether on-premises through SharePoint 2013, or as a cloud-based service, combining the powerful business intelligence capabilities in Office 365 with the rich collaboration capabilities of SharePoint online. Delivering solutions built on SharePoint 2013: With SharePoint 2013, you can deliver solutions that enable customers to share and access the business information needed to make good decisions. You can provide your customers tools that enable anyone to share ideas, expertise, and information—all managed from a secure collaboration platform. Delivering solutions built on Power BI Sites: Power BI for Office 365 includes a feature called Power BI Sites that makes it simple to publish data, reports, and insights in the cloud for easy consumption from anywhere. This offers a platform for you to deliver and manage collaborative BI solutions to your customers. Power BI Sites can be used as a simple yet powerful tool for team collaboration, or as a great way for customers to publish information, data, and reports to mobile sales staff on the road. Delivering solutions for data governance: The Microsoft BI platform offers a new Power BI Administration Center that makes it easy for you to deliver solutions for improved control and governance around usage of data and reports. When you create a customer Data Catalog, you can create different access rights to different types of users. For example, data owners could be given the rights to publish data to the catalog, while others may only consume data for which they have access. When you set up Data Catalog solutions, you can enable monitoring capabilities that let data owners see who is accessing their data sets and how they are being used. Delivering solutions for BI mobility: Cloud-based BI also creates the foundation for helping your customers embrace a mobile BI strategy, by enabling easy access to data and reports from anywhere. Microsoft BI enables the consumption of interactive dashboards and reports on tablets for mobile access to the latest data models and reports. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Partner Opportunities Use Power BI to maintain a secure, widely-accessible and centralized site for discovering and sharing “single version of the truth” data, logic and reports Reduces the barriers to deploying a BI environment for sharing reports and accessing information Publish Power Query queries for discovery and data consumption Enable manual or automatic data refresh of data models, even to on-premise data sources SQL Server, SQL Azure, internet OData data feeds, SharePoint lists, Power Query queries Use natural language query to enable intuitive report requests Deliver Power View reports to any HTML5-capable mobile device Without a dependency on Silverlight Speaker Notes: There are numerous partner opportunities to manage sharing and collaboration of Excel BI solutions. Consider asking attendees what opportunities they see based on their experience and customers needs. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Resources Ahead of the Game site (Partner Marketing Center)
9/12/2018 Resources Ahead of the Game site (Partner Marketing Center) This campaign has three pillars: Be Lean & Stay Lean Business Anywhere Tap Your Data Goldmine Microsoft Power BI for Office 365 web site Speaker Notes: Highlight relevant resources for further attendees to continue their education. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Resources (continued)
9/12/2018 Resources (continued) Provision Power BI for Office 365 Setup documentation: MSDN Blog: Power BI Speaker Notes: Highlight relevant resources for further attendees to continue their education. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Wrap up / Q&A

System Center Marketing
9/12/2018 How to Buy SQL Server 2012 SQL Server 2012 is available in three key editions: Enterprise Business Intelligence Standard For the most demanding database and business intelligence needs. Advanced high availability with AlwaysOn High performance data warehousing with ColumnStore Maximum virtualization (with Software Assurance) Inclusive of Business Intelligence edition's capabilities Available through the Per Core licensing model. Premium self-service and corporate business intelligence. Quick, easy data visualization with Power View Corporate and scalable reporting and analytics Data Quality Services and Master Data Services Inclusive of the Standard edition's capabilities Available through the Server/CAL licensing model. Basic database, reporting and analytics capabilities. Reduce OS patching with Windows Server Core support Support compliance needs with user- defined server roles Get an integrated development experience with SQL Server Data Tools Simplify application testing with distributed replay Available through either the Per Core or Server/CAL licensing model. Customers purchasing SQL Server 2012 have a choice of three main editions: Enterprise, Business Intelligence, and Standard. Enterprise Edition delivers comprehensive high-end datacenter capabilities for demanding database and business intelligence requirements. It offers mission critical high availability, performance, and security as well as a complete BI platform that includes everything in the Business Intelligence Edition. Enterprise Edition is available to customers exclusively through the Per Core licensing model. The Business Intelligence Edition offers a comprehensive BI platform, including self-service BI and data visualization with familiar tools, rich reporting and analytics capabilities, a suite of data integration and management tools, and all of the database functionality included in SQL Server Standard Edition. The BI Edition is available only through the Server/CAL licensing model. Standard Edition, which is available through either the Per Core or the Server/CAL licensing model, continues to offer a wide range of database, reporting, and analytics capabilities, including new technologies introduced with SQL Server For example: Windows Server Core support helps reduce OS patching by as much as 50-60%*. Database Recovery Advisor introduces significant user experience enhancements to the ways DBAs can restore databases using SQL Server Management Studio. You can also more easily manage permissions around data access with User-Defined Server Roles to support separation of duties. Enhancements to Integration Services make it easier to integrate data from multiple disparate sources. Support for multi-dimensional models allows IT to build business logic and scale to users through Reporting Services. And Report Builder 3.0 provides an intuitive report authoring environment for business users and supports many of the key capabilities of SQL Server Reporting Services. SQL Server Data Tools offers an integrated development experience for developers building next- generation web, enterprise and data-aware mobile applications across on-premises and public cloud. In addition to these three editions are the Web edition, available to third-party software service providers only; the Express edition, a free, downloadable database; and the Developer edition for cost-effectively building, testing, and demonstrating SQL Server-based applications. *The percentage reduction in patching varies and can be less based on the server roles that are enabled and the type of patches that are applied. Also available are the Web edition, available to third-party software service providers only; the Express edition, a free, downloadable database; and the Developer edition for cost-effectively building, testing, and demonstrating SQL Server-based applications. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

SQL Server Licensing Options for SMBs
Open Value Software Assurance Simplified license management Annual payment structure Three subscription options: Organization-wide Non–Organization-wide Open Value Subscription* Gives customers the option to subscribe to Microsoft product licenses Provides the lowest up-front costs of the Open Programs with the flexibility to reduce total licensing costs in years when desktop PC counts decline Open License Pay-as-you-go” model allows customers to change their licensing program as their business grows Microsoft Select Plus Midsize and large organizations with 250 or more desktop PCs with multiple affiliates can license software and services at any business unit level while still getting the price saving advantages of being a single organization Licensing Options for Small and Midsize Organizations Microsoft offers a number of licensing programs designed for small and midsize organizations. Microsoft Open Programs provide volume discounts for a minimal up-front cost and are widely available through the worldwide partner channel. Open Programs provide the following three purchasing license options for commercial businesses: Open Value offers the advantages of Software Assurance, simplified license management, and an annual payment structure. The Open Value program offers three options: Organization-wide, Non–Organization- wide, and Open Value Subscription. Open Value Subscription is for customers who want to subscribe to, rather than acquire, Microsoft product licenses. Available in select countries or regions, Microsoft Open Value Subscription provides the lowest upfront costs of the Open Programs with the flexibility to reduce their total licensing costs in years when their desktop PC count declines. Open License is ideal for customers that prefer a “pay-as-you-go” model and plan to change their licensing program as their business grows. For larger organizations, Microsoft also offers Select Plus: Microsoft Select Plus is for midsize and large organizations with 250 or more desktop PCs with multiple affiliates that want to license software and services at any business unit level while still getting the price saving advantages of being a single organization Benefits * Available in select countries and regions Microsoft Cloud OS

Become a Microsoft Cloud Partner
9/12/2018 Become a Microsoft Cloud Partner When you become a Microsoft Cloud Partner, you receive a set of core benefits to help you start and build your cloud practice, including: Internal-use software rights Tailored training Prioritized exposure in Microsoft marketing and product directories Members of the Microsoft Partner Network Cloud Essentials program receive monthly credits of $100 of Windows Azure at no charge. For details, visit: When you become a Microsoft Cloud Partner, you receive a set of core benefits to help you start and build your cloud practice, including, internal-use software rights, tailored training, and prioritized exposure in Microsoft marketing and product directories. Members of the Microsoft Partner Network Cloud Essentials program receive monthly credits of $100 of Windows Azure at no charge. For the first month after activation of your benefit, you receive $200 of Windows Azure credits. After the first month, you will receive $100 of Windows Azure credits every month. The choice is now yours on how you use your Windows Azure credits. Use them on any Windows Azure service based on your needs including, Virtual Machines, Web Sites, Cloud Services, Mobile Services, Storage, SQL Database, Content Delivery Network, HDInsight, Media Services, and many more. For more details and to enroll, visit: There you will also find a pricing calculator to estimate how much you could use with your $100 monthly credit. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/12/2018 Internal Use Rights (IUR) Core Benefits* Integrating Microsoft Online Services and Windows Azure Promoting the power of choice Cloud Service SKU Gold Benefit** Silver Benefit** MAPS Benefit*** Comments Office365 E3 100 seats 25 seats 5 seats Each seat of O365 used in exchange for 1 on-premises Client Access License (CAL) - (SharePoint, Exchange, and Lync) CRM Online CRMOL Pro 60 seats 15 seats Each seat of CRM Online used in exchange for 1 on-premises CAL of Dynamics CRM Windows Intune Cloud Service Only 100 licenses 25 licenses 5 licenses Up to 5 devices per license. Each license of Windows Intune used in exchange for 1 on-premises CAL of System Center Device Manager Azure N/A $100 Monthly Credit Azure credit is additional to existing on- premises IURs Enable partners to deploy Internal Use licenses via Microsoft Online Services or on-premises software Our goal is to enable partners to deploy Internal Use licenses via Microsoft Online Services or on-premises software. This table includes the core IUR benefits across Microsoft’s cloud services offerings. Internal use rights licenses that are part of Cloud Essentials or Cloud Accelerate entitlements must be deployed by Microsoft Partner Network Integration launch in January. The end date for all Internal Use Rights will be June 30, 2014. Must sign MOSPA + CSA agreements in order to qualify for CRM Online IURS. *Please refer to the Disclosure Document for full details. Core benefits are available to all partners in all competencies. **Partners will be able to earn additional licenses of Microsoft Dynamics CRM Online and Windows Azure through specific competencies and competency tracks. Partners are eligible to earn an additional 20 seats of Microsoft Dynamics CRM Online by attaining either a Customer Relationship Management (CRM) competency or an Enterprise Resource Planning (ERP) competency. ***Partners can earn additional Office365 licenses by selling Microsoft Online Services. Partners are eligible to receive an additional five seats of Office 365 after selling 25 seats of Office 365 within the previous 12 months. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Action Pack Subscription – Update
WPC 2013 9/12/ :45 AM Microsoft Action Pack Subscription – Update Single, universal Action Pack subscription leading with cloud 6 resource centers aligned to partner practices (partners can choose 1 or more) New benefits Internal Use Rights (IURs): including both On-premise and Cloud products and services Technical support: Access to telephone support for pre-sales, technical, and deployment issues related to Microsoft Cloud Services. Training: access to over 2,000 training courses on selling, configuring, and implementing Microsoft products and services plus discounts on Microsoft Certified Professional exams Developer tools: access to world-class Visual Studio developer tools to support development across Microsoft platforms, including desktop, phone, server, and web Bing credits: $600 Bing Ads Credit ($100 for partners, $500 for their customers) to market products, services, and solutions. Campaigns: exclusive access to Ready-To-Go Marketing Campaigns for Microsoft products and services Application design and development Reselling Professional services The Microsoft Action Pack offers a single, universal subscription leading with the cloud. Partners can choose from six different resource centers from application design and development, to professional services, to hosting. The Action Pack also offers a range of new benefits in a range of areas, including technical support, training, developer tools, marketing credits, and more. Hosting Managed services Device design and development © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Server and Cloud Partner Resources Site
9/12/2018 Microsoft Server and Cloud Partner Resources Site Access the latest Server and Cloud partner resources - This secured site has been designed to help you further explore Microsoft’s Cloud OS vision, conversations, products and provides you – our Gold & Silver partners, access to key Server and Cloud Partner resources, links and information to help you win against the competition. Cloud OS Vision & Conversations Transform the Data center / Unlock insights on data / People Centric-IT / Modern Business Apps / Ahead of the Game (SMB) Server and Tools Products Azure, SQL Server, Windows Server, System Center, Windows Intune Sales & Marketing / Technical / Licensing / Training Incentives & Resources Competencies / Incentives / Other Partner Resources Compete Questions to ask customers / partner gear up Check it out today & add it to your favorites. Updates are made frequently. Please note: This site is secured & sign in is required to access it. The Microsoft Server and Cloud Partner Resources site is a secured resource designed to help you further explore Microsoft’s Cloud OS vision, conversations, and products. The site provides Microsoft Gold & Silver partners access to key Server and Cloud Partner resources, links and information to help compete and grow their businesses. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Ahead of the Game Campaign Resources
System Center Marketing 9/12/2018 Ahead of the Game Campaign Resources Leverage Server and Cloud Solutions to dramatically increase margin and keep SMB customers ahead of the game Be Lean & Stay Lean Understand how virtualization opens the door to value-added services and offerings. Business Anywhere Find out how you can support the expanding SMB remote and mobile workforce. Tap Your Data Goldmine Help SMBs use data to their advantage in three easy steps. Leverage Server and Cloud Solutions to dramatically increase margin and keep SMB customers ahead of the game. The Ahead of the Game campaign can help you reach business and IT decision makers in small and midsize companies with solution-based messaging that spans across Windows Server, Windows Azure, SQL Server, Intune, Office 365, Windows 8 and more. Get started at to find the marketing materials and sales tools you need get SMB customers—and your business—ahead of the game. Get started today! Visit to find the marketing materials and sales tools you need get SMB customers ahead of the game. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Virtual Academy
System Center Marketing 9/12/2018 Microsoft Virtual Academy Free Microsoft Training Delivered by Experts Microsoft Virtual Academy (MVA) offers online Microsoft training delivered by experts to help technologists continually learn, with hundreds of courses, in 11 different languages. Learn the latest technology, build skills, and advance your careers. Create a Microsoft Virtual Academy profile Watch courses or attend a live event to build your skills Track your progress and get recognized The Microsoft Virtual Academy is designed to help you build your skills and advance your career with free training on a range of topics in eleven languages. To get started: 1. Create a Microsoft Virtual Academy profile MVA is free for anybody interested in advancing their career through training on Microsoft technologies. You can watch or download up to five pieces of content (such as videos, slides, Q&A transcripts) without signing in, but to get full access to all videos and training resources available, including our live, interactive events, you will need to use a Microsoft account and create an MVA profile. Your profile will become a record of the time you invest, including the certificates of completion for the courses you take. 2. Watch courses or attend a live event to build your skills To get started, simply pick a course that interests you and begin watching the videos in each module. You’ll be able to download the presentations and also test your learning with quizzes. Once you have completed every action in a course, you will get a certificate of completion. When you attend a live event, you also have real time access to experts who can answer your questions during the training. 3. Track your progress and get recognized On My Dashboard, you can manage personal learning plans and see how much of each course you have completed so that you can chart a course towards your goals. My Dashboard also records points for your learning actions and completed courses, and stores your certificates of completion which are available for you to download and print. Your point total reflects the commitment you’ve made to skilling up and lets you see how you compare to other students in your country and globally. Register today! Visit © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Additional Partner Resources
9/12/2018 Additional Partner Resources Ahead of the Game Marketing Content SMB and Midmarket Competencies Microsoft Virtual Academy Partner Learning Center: /Training/partner-learning-center.aspx ISV Upgrade Support with app name and name of ISV The following resources are available to help you grow your business in SMB with Microsoft products and technologies. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Product and Licensing Resources
9/12/2018 Product and Licensing Resources Microsoft BI Microsoft Business Intelligence website: Microsoft BI Partner Resources: SQL Server 2012 Microsoft SQL Server website: Microsoft SQL Server Partner Resources: Power BI for Office 365: Microsoft Power BI for Office 365 website: MSDN Blog: Power BI: Visit the following resources for additional product and licensing information, free trial downloads, and more. Microsoft Volume Licensing Microsoft Volume Licensing Resources: Microsoft Licensing Advisor: © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Additional Technical Resources
9/12/2018 Additional Technical Resources Power Pivot PowerPivot website: DAX Resource Center: Whitepaper: DAX in the BI Tabular Model MSDN: Context in DAX Formulas Excel Cube Functions wiki site Power Query Microsoft Power Query for Excel (Preview) TechEd North America: “Microsoft “Data Explorer” for Excel Power Query for Excel Formula Language Specification Use the following resources for additional technical information on a range of Microsoft BI products and technologies. Power Map for Excel (Preview): Microsoft Power Map for Excel (Preview) © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

ESP Sales Presentation for Mobility
4/10/2013 © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Azure and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION Microsoft Corporation

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