1. Tampa Power BI User Group
September 18th, 2018

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

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

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

5. Print Reports to PDF (preview)
Can now Export pages from Power BI to PDF
New Connector to PDF
(preview)
Automatically extract tables from PDF

6. Python Support (preview)
Python programming language is now integrated
Run Python scripts directly to create a Data Source
Create new visuals with Python (like R visuals)

7. Copy values from Table / Matrix
Copy specific values or a selection of data from table or matrix
Copy value – unformatted value to clipboard
Copy selection – copies row and column headers

8. Aggregations (preview)
Store only summarized values into memory
Removes having to load entire dataset
Query performance over large datasets
Data Refresh greatly reduced
Caveats – must use Composite models & DirectQuery must be underlying data source

9. M intellisense (preview)
Available in Query Editor & soon to Formula Bar & Custom Column
Includes
Syntax highlighting
Line numbers
Function, parameter, and variable completions

10. Desktop Updates - Links
Print Reports to PDF & PDF Import (preview)
Python Support
Copy Values in Table or Matrix
Aggregations (preview)
M Intellisense (preview)

11. Dashboard Comments in Power BI
Add Comments directly to Dashboards & specific visuals
All within Power BI Service
Notify others in comments

12. New Workspace Experience (preview)
Manage access to workspaces using security groups, distribution lists, and multiple Office 365 Groups
Create a workspace without creating an Office 365 Group
New tools for PBI Admins including APIs
Caveats
Retiring organizational and service content packs!
New Workspace Roles for members
No Usage metrics

13. Power BI Report URL filter improvements
Create links in Power BI to pre-filtered reports in the service
Create dynamic filter URL using DAX
Link one report to another pre-defined report

14. PBI Premium Capacity Monitoring App
Advanced look via PBI App to your datasets & workspaces
See how often datasets refresh
How long they take

15. Power BI – Admin PowerShell
Set of APIs and cmdlets for Admins in Power BI
Can work with workspaces, reports, datsets
Whole Modules available

16. Power BI World Tour

17. Service Updates & Misc. - Links
Service - Dashboard Comments
Service - New Workspace Experience (preview)
Service - Report URL Filter Improvements
Misc. – Monitoring Capabilities for Premium
Misc. – August Report Server Update
Misc. – PowerShell APIs
Events – Power BI World Tour – Dallas (November 28th – 29th)
Events – Power Summit – Phoenix (October 15th – 18th)

18. Project Professional Workshop Program
Tampa Power BI User Group

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

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

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

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

23. © 2017 Microsoft. All rights reserved.
Who are we?
VanArsdel
Manufactures and sells sporting goods
Sales come from its own manufactured products and other manufactures
Sells directly to consumers nationwide & international
The Request
The CMO wants a sales & market share analysis
How well do VanArsdel’s products sell compared to 3rd Party?
How do we perform nationwide vs. international for our products?
What product categories and segments show recent trends
How do we compare this year vs. last year?
Who are our best Customers?
So let’s start with who are we and what are we dealing with?
We work at a company named VanArsdel – they manufacturer and sell sporting goods. They sell 3rd party and their own.
We are on the Data Analyst at the company – we work with the Marketing & Sales department.
There is a growing concern at the company that VanArsdel’s own products are struggling compared to similar 3rd Party products. The product team needs to know what to focus their time on, and the CMO wants to see where VanArsdel has the greatest opportunity.
Not only this, but it cost more to sell 3rd Party products outside the US – how does nationwide vs. Int. compare?
© 2017 Microsoft. All rights reserved.
© 2017 Microsoft. All rights reserved.

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

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

26. © 2017 Microsoft. All rights reserved.
MODULE 1 Recap – Discovery & Data Models
Data Model & Discovery
Introduced Discovery process for new Reports
Introduced basic terminology of Power BI Desktop
Introduced the Data Model & concepts in Power BI
Key Points
What do we Need? What do we have? What do we need to do?
Have end goal in mind
What is a Data Model and importance
Components of a Data Model – Fact Table, Dim Table, Relationships
Types of Data Models – Flat, Star, Snowflake
In the first module, we explored the data components of the Power BI architecture and best practices in data modeling. Along the way, we learned some Power BI terminology and how to organize our data within the tool. Now, we will explore the Power BI power query language, M, to deepen our knowledge and walk through how to import data from a variety of sources
© 2017 Microsoft. All rights reserved.
© 2017 Microsoft. All rights reserved.

27. © 2017 Microsoft. All rights reserved.
MODULE 3 Recap – DAX Foundations
DAX and the Data View
Power Query Editor Overview (M Language)
Basic concepts of M Transformations
Review of the M Language syntax & functions
Data Import
Key Points
M is Power Query Editor in Power BI Desktop
M is where you transform your data to get the right shape
M is case sensitive
M works like a Recipe (step by step)
In the first module, we explored the data components of the Power BI architecture and best practices in data modeling. Along the way, we learned some Power BI terminology and how to organize our data within the tool. Now, we will explore the Power BI power query language, M, to deepen our knowledge and walk through how to import data from a variety of sources
© 2017 Microsoft. All rights reserved.
© 2017 Microsoft. All rights reserved.

28. © 2017 Microsoft. All rights reserved.
MODULE 3 Recap – DAX Foundations
DAX and the Data View
DAX Language Overview
Calculated Columns & Measures
Basic concepts of Evaluation Context
Review of common DAX functions
Key Points
DAX is the functional language used in Power BI to create intelligent values
Use Measures for Aggregations, Columns for referencing a singular value or row
All DAX expressions are evaluated within a certain environment (context)
Row Context – exists in calculated columns, row-by-row evaluation
Filter Context – based on the current environment a expression is in
In the first module, we explored the data components of the Power BI architecture and best practices in data modeling. Along the way, we learned some Power BI terminology and how to organize our data within the tool. Now, we will explore the Power BI power query language, M, to deepen our knowledge and walk through how to import data from a variety of sources
© 2017 Microsoft. All rights reserved.
© 2017 Microsoft. All rights reserved.