1. Nov 2014 Sydney Business Intelligence User Group [DW] Power BI – Beyond the Basics Iman Eftekhari

2. Nov 2014 Sydney Business Intelligence User Group Primary Sponsor www.varigence.com.au  Business Intelligence Markup Language used to accelerate business intelligence development  IDE for accelerated business intelligence solutions  Excel addin that will make anyone using PowerPivot or cubes in Excel more productive Varigence software provides clients with efficient methods for developing, managing, and using Microsoft business intelligence solutions. The software ecosystem rests on the foundation of Biml, or our home-grown Business Intelligence Markup Language.

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5. Nov 2014 Sydney Business Intelligence User Group Abstract Power BI is a Microsoft's new self-service BI platform for both on-premise and cloud-based data. It enables business Power Users to make the most of their data by using the new data discovery, analysis and visualisation features in Excel and Office 365, in an easy to use environment that they are already familiar with. In this session we will go through the main features and capabilities of Power BI using an end-to-end scenario. We will also discuss best practices and tips along the way that will enable you to get the best out of this new Microsoft technology.

6. Sydney Business Intelligence User Group Power BI – Beyond the Basics Iman Eftekhari Agile BI

7. Iman Eftekhari BI Consultant and Agile Coach MCSE (BI), MCITP (BI), CSP, … Co-founder of Agile BI consulting Co-organiser of the SYBIS (Sydney BI Social) Group Worked on DW/BI projects with more than 20 clients including banks, health, and the public sector in VIC, NSW and QLD Emailiman.eftekhari@agilebi.com.au Bloghttp://iman77.blogspot.com.au Twitter@PowerBIAU LinkedInhttp://www.linkedin.com/in/ieftekhari Websitewww.agilebi.com.au

8. Power BI overview Demo-2 Case Study Demo-1 End to end Where does it fit? Data Management Gateway Power BI vs. Competitors Power BI Licensing 3 rd Party ToolsPower BI vs. SharePoint

9. The world of data is changing

11. A powerful new way to work with data Self-service business intelligence and analytics with Excel and the power of the cloud

12. Discover Analyze Visualize Explore Analyzing data with Excel

13. Discover Analyze Visualize Explore

14. Analyzing data with Excel Discover Analyze Visualize Explore

15. Analyzing data with Excel Discover Analyze Visualize Explore

16. A powerful new way to work with data Self-service business intelligence with familiar Excel and the power of the cloud

17. Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions Share & collaborate with Power BI for Office 365

18. Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions Share & collaborate with Power BI for Office 365

19. Power BI for Office 365 Data Management Gateway Installed on-premises Workbook Cloud On Premise Share & collaborate with Power BI for Office 365 Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions

20. Share & collaborate with Power BI for Office 365 Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions Search for: Public Data Corporate Data Shared Queries

21. Share & collaborate with Power BI for Office 365 Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions

22. Share & collaborate with Power BI for Office 365 Shared Queries Data Refresh Data Search Mobile Access BI Sites Natural Language Questions

23. A powerful new way to work with data Analyze Visualize Discover Search, access, and transform public and internal data sources with Power Query Easy data modeling and lightning fast in-memory analytics with Power Pivot Bold new interactive data visualizations with Power View and Power Map Share Question Q&AQ&A Mobility Share data views and workbooks refreshable from on- premises and cloud based data sources, with Power BI Sites Ask questions and get immediate answers with natural language query Mobile access through HTML5 and touch optimized apps

24. Forrester - Microsoft as a Leader in Agile Business Intelligence

29. Power BI – Conceptual Architecture O365 Power BI Corporate Data Sources IT Admin Data Management Gateway Corporate Data Catalog Power BI Admin Center Data Management Portal SPO team sites, BI Sites, Q&A Cloud Data Sources Public Data Catalog Data Steward IW (Author) IW (Consumer) Manage Data Publish raw data sources or expose them as OData feeds Publish queries Data Refresh Power Query Power Pivot Power View Power Map Publish reports & create featured questions, configure scheduled refresh Import data, Publish queries Excel, Tablet/Mobile, Browser – Silverlight, HTML5 Consume interactive reports, ask questions Configure Import Data Public Cloud Data Sources Index

30. IT Infrastructure Services for Power BI Govern usage, secure access and grant authority Provides a single pane of glass to manage and monitor all services and servers Enabling IT to expose and protect data sources and complex feeds Respond to incidents - service KPIs, SLA metrics, audit logs

31. Role of the IT Admin in Power BI Enabler of Self Service BI Varying levels of control across data sources, departments Oversight and monitoring of cloud data access Ability to make corporate data sources easier to discover, and easier to access

32. Power BI Admin Center Access via link in O365 admin portal Configure Power BI roles Install and monitor the Data Management Gateways for your organization Configure access to cloud enabled data sources Expose OData feeds to corporate data sources

33. Where does this fit? Personal BITeam BI Organisational BI

34. Where does this fit? Personal BITeam BI Organisational BI Data exploration tool Consumes data from your enterprise DW for personal/team reporting requirements Combine internal data with external data sources Self-service ETL, data modelling and data visualisation Scenario 1

35. Where does this fit? Personal BITeam BI Organisational BI Share datasets with the team Share reports/files Add governance and control around your data/reports Scenario 2

36. Where does this fit? Personal BITeam BI Organisational BI Use powerful features with minimum end-user training Utilise Power BI site to share and manage datasets and reports across the team/department or organisation. Data Management Gateway, Scheduled Refresh Scenario 3

37. Where does this fit? Personal BITeam BI Organisational BI Give end-user a more powerful tool that requires minimum training Add governance and control around your data/reports Seamless transition of BI applications from Personal BI to Team BI to Organisational BI

38. Power BI vs. Competitors

39. Power BI vs. the other competitors FeaturePower BITableauQlikview Data VisualisationPower View is not as rich as competitors in dashboards and visual analytics. However, competitors do not have an equivalent tool to Power Map Very strong visual analytics and dashboards Similar level to tableau but not as easy to create dashboards but are regarded as better quality than tableau, may require scripting Data ModellingStrong data modelling and analytics/ easier to use than competitors Basic data modelling toolsDoes have a data modelling tool but may require an IT specialist and is known for taking time to perfect data model Combining dataEase of access to public/corporate data sources including tables from the web, merge and append Large list of data source support and feeds Ease of connection to proprietary data sources may struggle with others ETLPower Query is easy to use powerful ETL tool, Q&A unique to Power BI Does not have an ETL tool, ETL needs to be done in a database or via Excel Does have an ETL tool but may not be included in standard package

40. Power BI and Tableau: Best Friends Forever! http://www.powerpivotpro.com/2014/11/power-bi-and-tableau-best-friends-forever/

41. Power BI Licensing

42. Licensing Background: Telstra Open license. Easy to understand? Australia vs. US New Office 365 Plans

43. Office 365 Business plans Business Business Essentials Business Premium Core details Price $8.25$5$12.5 Seat Cap 300 (for each plan) Office applications Office desktop apps iPad, Windows RT & smartphone apps Office Online Standard services 1TB cloud storage (OneDrive for Business) Email, calendar (Exchange) Online meetings, IM (Lync) Team sites, internal portals (SharePoint) Enterprise social (Yammer)

44. Full plan lineup BusinessEnterprise Business Business Essentials Business Premium ProPlusE1E3 Target customer Price $8.25$5$12.5$12$8$20 Seat Cap 300 (for each plan)Unlimited 24/7 phone support from Microsoft Critical issuesAll issues Office Word, PowerPoint, Excel, Outlook, OneNote, Publisher 2 2 iPad, Windows RT & smartphone apps Office Online Access Standard services 1TB cloud storage (OneDrive for Business) Email, calendar (Exchange) Online meetings, IM (Lync) Team sites, internal portals (SharePoint) Enterprise social (Yammer) Content discovery and search (Delve) 3 Advanced services Active Directory integration Licensed for hybrid deployment Support for shared computer activation Video content management Compliance – Archiving, eDiscovery, mailbox hold Information protection – message encryption, RMS, DLP

45. Licensing FAQ Do I need any other products to use Power BI for Office 365? Yes. Power BI for Office 365 requires SharePoint Online Plan 2. It also is recommended but not required that Power BI for Office 365 customers have Office 365 Pro Plus or Office 2013 Professional Plus for additional Business Intelligence capabilities, including Power View, Power Query, Power Pivot and Power Map Preview. SharePoint Online Plan 2 and Office 365 Pro Plus are both included in Office 365 Enterprise Plans E3 and E4 as well as Office 365 Education Plans A3 and A4. SharePoint Online Plan 2A (Academic) also satisfies the SharePoint requirement. SharePoint Online Plan 2 is also included in Power BI for Office 365 Standalone offers but not in Power BI for Office 365 Add-on offers.

46. Licensing FAQ Are Government and Academic pricing available for Power BI for Office 365? Yes. Government and Academic pricing are offered through the MOSP/Direct, EA and Open licensing programs. Government pricing is also available in Syndication, but Academic pricing is not.

47. Licensing FAQ Can Power BI for Office 365 be purchased as an add-on to Office 365 Small or Medium Business plans? No. Power BI for Office 365 requires SharePoint Online Plan 2 which is only available in Office 365 Enterprise E3 and E4 or as a separate subscription.

48. Data Management Gateway

49. Enabling Corporate OData Feeds Enabling Excel Workbook Data Refresh using SharePoint Online Enabling Discovery in Power Query capabilities Power BI Admin CenterData Management Gateway

50. Data Management Gateway - Conceptual Power BI Admin Center Allows IT to configure, manage and monitor access to corporate data sources. Data Management Gateway Connects to corporate data sources and sends data to Microsoft cloud services through a secure channel (Service Bus). Corporate Data Sources The Gateway can connect to a variety of data sources. Secure Credential Store All credentials used by the gateway are stored on- premises. Encrypted backup of credentials can also be stored in the cloud to enable business continuity scenarios.

51. Extend with Hybrid Cloud Solutions

54. Current Limitations

55. Data Management Gateway - OData

56. Gateway Configuration Details

57. Data Sources

58. Corporate OData Feeds 58 Data Management Gateway Power Query Power BI Cloud Services

59. Data Refresh from Power BI Sites Data Management Gateway Excel Workbook in SharePoint Online Gateway Cloud Service (2) Connects to Gateway Cloud Service (3) Checks whether user is authorized to perform a refresh (4) Sends command (SQL statement, connection string) to on-premise Gateway (5) Sends SQL to SQL Server (6) Return Results (7) Compress, chunk and return the data (8) Returns data to Excel Workbook

61. 3 rd Party Tools

62. Saasabi for Power BI Delivers enhanced data security, data integrity, usability and scalability Cloud-based MOLAP engine for the analytical processing of data into multi-dimensional models Natively available via Windows Azure and offered as software as a service (SaaS) Seamless integration with Power BI www.saasabi.com62

63. Saasabi for Power BI Features Implement a full security model for Power BI with granular user access control that is secure down to the database member level. Build a centralised data model to ensue the entire organisation is working with a consistent and reliable data set for analysis. Consolidate data models to an average of 1/10th their original size, handle data sets that are tens or even hundreds of gigabytes in size. All of the data resides in the cloud and processing takes place on cloud-based servers for high-performance queries. Clean and tag incoming data to make it more usable for everyone. Create “views” into the data ensuring users are guided to the data that meets their needs.

64. Computer with Excel and Power BI Data Sources Number crunching Typical situation today

65. Computer with Excel and Power BI Number crunching With Saasabi for Power BI Data Sources

66. Power BI vs. SharePoint

67. Scenarios & Features by BI product Excel in Office 365 ProPlus/E3 SharePoint Online P2 Power BI for Office 365 BI content creation Power Query, Power Pivot, Power View, & Power Map BI sharing & viewing Viewing (HTML5): <10MB Viewing (HTML5): <250MB BI Sites (organized report homepage) Query Sharing & Enterprise Data Search Data Management & Mobility Data Stewardship & Scheduled Refresh Q&A (Natural Language Query) Power BI for Windows & iPad (Mobile BI)

68. Power BI in Office 365 vs. SharePoint FeaturePower BI for Office 365SharePoint On Premise (Power User)SharePoint On Premise (IT Pro) In memoryYes Data size250MBConfigurable up to SharePoint limit (2gb)Unlimited (or limited by RAM) Data RefreshYes, using GatewayYes, Power Pivot GalleryYes Direct access to on premise dataNoYes Refresh from Power QueryYesNo Support for Power View in PowerPoint NoYes Render Power Map in browserNo Create Power View reportsNoYes Render Power View Sheets in browser YesYes (SP 2013), No (SP 2010) HTML5 support / Mobile AccessYesNo Natural Language (Q&A) queryYesNo Synonyms in Power Pivot modelYesNo Windows Authentication (corporate domain) Yes (DirSync)Yes

69. Power BI in Office 365 vs. SharePoint Max Workbook Size Power BI: the maximum workbook size currently is 250MB. Nearly all of the data needs to be in the Power Pivot model because only 10MB is permitted outside of the model. SharePoint: the maximum workbook size is 2GB.

70. … if you are still awake, say YES!

71. Evolving Product Example: Custom Map

72. Power BI Portal www.powerbi365.com.au

73. Getting Stated with Power BI for Office 365 preview http://office.microsoft.com/en-us/excel/power-bi-download- add-in-FX104087144.aspx Power BI blog http://blogs.msdn.com/b/powerbi/http://blogs.msdn.com/b/powerbi/ Introduction to Power BI Admin Center Power BI Admin Center Help Restore a Data Management Gateway Monitor System Health using the System Health OData Feed Publish SSIS Packages as OData Feed Sources Supported Data Sources and Data Types Resources

74. Download the slides from here: http://www.agilebi.com.au/download Or scan this: Need a copy of the slides?

75. Nov 2014 Sydney Business Intelligence User Group Sponsors