Power BI - 2016 - Public
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Power BI offers customers rapid time-to-value by providing intuitive visual analytics tools that reduce the time needed to gain insights from data. It allows users to connect to various data sources, transform the data, create interactive visualizations and dashboards, and share insights collaboratively. Power BI provides a full stack of business intelligence capabilities including querying, modeling, visualizing, analyzing, and sharing on desktop, online, and mobile platforms.
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Power BI - 2016 - Public
- 1. Power BI Moving from Data and Information to Insight and Action: Offering Customers “Rapid Time-to-Value” Embarking on a new Data Journey Presented by: Julian Payne
- 2. BI: Information Management, Analytics, Data Visualization, Reporting, and Performance Management • Analytics: understanding what is happening in business by capturing information to model the real world: • Identify trends, anomalies, risks, opportunities, data/process/personnel gaps • Information Economy – certainty allows for decision making and drives action • MSFT is THE Full Stack Enterprise BI Leader: • Excel, SQL Server, SSMS, SSIS, SSRS, SSAS, Power Pivot, Power BI – Gartner Magic Quadrant Leader in Enterprise BI • The Next Generation of BI tools is here: • Power BI, Tableau, Hadoop, Azure ML, Data lakes, BIG DATA, Watson • IoT – Telematix – Azure, MSFT VSO, TFS: big data, streaming data, real-time analytics • Moving towards VISUAL analytics: seeing is believing and rapid comprehension • We are visual thinkers • Manage by exception • Business need for tools that are accessible, affordable, and powerful • Lightweight, nibble, iterative, quick, easy, and cost effective… • Work collaboratively and interactively using a single source of truth
- 3. What IS Power BI? • Power BI is a suite of business analytics tools to analyze data and share insights • Power BI Desktop puts visual analytics at your fingertips with intuitive report authoring • Simple: Drag-and-drop to place content exactly where you want it on the flexible and fluid canvas • Fast: Quickly discover patterns as you explore a single unified view of linked, interactive visualizations • Effective: Powered by the best data modeling and calculation technology in the industry: MSFT SSAS • BI Development Ecosystem with full front end development capability • Power BI Desktop, Power BI Services (in the cloud), Power BI Mobile app • Seamless integration • HTML5
- 4. Overview • Free* – for Power BI Desktop, basic Power BI Services (cloud), and Mobile App • Powerful – wide range of capability to provide value, insight, understanding, and control • Cutting Edge – Virtual, in-memory, tabular DB technology; massive data manipulation (10x compression) • Integrated and highly connective – connect to almost any data source; bring it all together in context! • Agile – fast, iterative, modular; rapidly prototype and mock up POCs • Secure - multiple layers of security; secure with various options, MSFT quality, AD joined and integrated • Evolving - maturing rapidly; new features added monthly, massive investment from MSFT • Easy to learn – feels like Excel and other MSFT programs; intuitive interface, familiar feel • Large user community – lots of support and ability to troubleshoot; huge public support, custom visuals • Extensible - desktop, on-prem, cloud, mobile – it’s all there already (SP integration is coming very soon) • Total BI POWERHOUSE - Query, Model, Calculate, Visualize, Analyze, Share, Collaborate, and Interact *Core functionality is Free, “Pro” level is $10 a month (4x less the Tableau/Annum + no initial site license [$2K])
- 5. Capability Deep-Dive: Core BI functions • Connect/Query: • Data Import or “Live” connect to DBs and data sources, any DB/source/file/service, use custom queries or API connections, Query Merge/join, Query Dependency View • Transform/Shape/Structure: • Begin structuring your data in the query phase to set your table and data structures up for rapid integration • Enhanced controls, intuitive GUI, drag and drop interface : Split, drop, add, derive, filter and append rows and columns on the fly in the query phase • Model/Calculate: • Create new relationships, add custom columns and measures, define hierarchies for drill through • Visualize/Analyze: • Rapidly prototype interactive visual data analysis tools and dashboards • Change visuals on the fly, import new custom visual, format, drill, “brush”/cross-filter • Drag and Drop, copy and paste – iterate iterate iterate! • Share/Collaborate: • Easily share files, publish to the cloud (Power BI Services), view on mobile, or upload to SharePoint • Automate • Set automatic data refresh at using the Pro version
- 6. “Rapid time-to-value” – so what? [Value proposition] • Rapid time to value means: • (near) Instant insight, certainty, and decisions • Create solutions and solve problems fast: connect and begin SEEing the data within minutes • Know, decide, act – Think, plan, do • Questions answered in minutes and hours that used to take weeks, months, or never getting done at all • Fast iterations: enhancements, added features, alternate analyses, what-ifs, iterations – immediate and painless course correction – answering the right questions, correctly, and collaboratively – do it in the meeting! • AGILE DEV – capture value on unique ideas quickly, kill what doesn’t work, move on to the next – it’s a modular, connected, scalable process and tool set • Enables: • Controlling risk – knowing sooner means avoiding problems more frequently • Capturing value – knowing sooner means identifying opportunity faster and acting sooner • Speaking to the facts of daily operations and performance • Getting to the “ah ha” moments!!
- 7. Use Cases • When you do not have Tableau available, or it is cost prohibitive ($2k+/year v. Free or $120/year) • When you have huge amounts of data (100 MILLION + rows of data can be consumed in Power BI) – not possible in Excel • When you need to AUTOMATE repetitive procedures and processes – data refresh • When you need to rapidly and easily join data from lots of different sources (SQL DBs, Data warehouses, Data models, flat files, Cloud, Access, OData, etc.) • When you do not have SQL coding ability (no need to code, just import entire tables and use the Query Editor GUI to perform advanced transformations – edit columns, change column names, remove duplicates, etc.) • When you need to perform very specific or more complex analysis (use DAX to write custom calculations and formulas to filter and aggregate data in a very precise manner)
- 8. Questions?
- 9. Demo! • Demo and Q&A
- 10. Power BI Services: Cloud and Mobile • Extend: Publish Power BI Data Models and Reports (visuals) to the MSFT Cloud • Full Capability: Develop, Consume, Interact, Collaborate • Dashboard Mash-Ups: Create new custom dashboards from any of your data sources or models – combine visuals in new ways • Collaborate: with other users and view reports and dashboards online or on mobile • Automate: schedule automatic data refresh from data sources on prem or in the cloud • Natural Language Query: just type your question and the data engine will display a visual to answer it • HTML5 • https://app.powerbi.com/groups/me/dashboards/
- 11. Pricing
- 12. In an ideal world… • How do you envision data being used at DTNA ideally? • What would help? • What doesn’t work now? • What opportunities exist? • What keeps us up at night? • How could we make that vision a reality? • High level data strategy? • Plan to mature data capability and utilization? • Implementation of data culture concepts and practices? • Introduction of self service data tools and skills? • Hold workshops and trainings? • “Dashboard in a day”?
- 13. Resources • www.powerbi.com • http://www.sqlchick.com/ • http://www.daxpatterns.com/ • http://www.jenunderwood.com/ • http://www.sqlbi.com/ • https://www.powerpivotpro.com/ • https://powerbi.microsoft.com/en-us/blog
- 14. Power BI v. Tableau Feature Power BI Tableau Cost Free / $10 a month $2,000 initial license + Yearly fee / User Querying Advanced, Industry Leader – robust tools Good, but not as extensive: 80% Modeling/Calc Industry Leader: SSAS Tabular Engine Good, but not as robust: 80% (VizQL) Visualizing Advanced, but not the leader: 80% Super Fine Point, Industry Leader Collaborating Share files, Cloud, Mobile, SharePoint* Share files, Cloud, Mobile, SharePoint* Learning Curve Middling: 2-3 weeks to be capable High – significant time investment Future Massive investment from MSFT; Flood of new Features, Plug-Ins, add-ons; HUGE potential for analytics and automated work extensibility; Already the Enterprise BI Platform sector leader because of SQL Server (*Gartner Inc.) Solid pace of investment; Will NOT be able to compete with MSFT in terms of amount of investment or size of user group; Narrow focus in highly competitive space (front end BI dev) Cloud Yes – Power BI Services Yes – Tableau Online Security AD integrated; Multifactor: Server, Model, Row Conforms to industry standards
- 15. DAX – useful functions • Relate – like the vlookup of tabular – move a column from one table to another using a key value • Calculate – perform an aggregation on a data set after applying a filter context (or multiple filters) to that data set [like a “sum if…”] • Sum, Count, Min/Max, Average, Standard Deviation • Year, Month, Week, Day – use time intelligent functions on dates • If – if, then functionality • Format/Value – get your data in the correct format so a function can operate on it • Switch – rename values in a column (if/then)
- 16. Advanced Topics • Power BI Services (Cloud) • Azure platform integration: Azure SQL, ML, Data Factory • Flow and Power Apps • SharePoint Integration • Imbedding visuals in native apps and online • M Query language – O Data – Open APIs – Restful calls • Custom Visuals
- 17. Conclusion • THANK YOU! Presented by: Julian Payne
- 18. History of Power BI • PowerPivot – Excel add-in using xVelocity (Vertipaq) columnar engine • SQL Server 2012 SSAS Tabular Model • Microsoft BI Semantic Model (BISM) • PowerView • Re-branding to Power BI (notice the space) • SharePoint and Office 365 integration (Q&A, Power Query, and Power Map) • Power BI v2 Preview (December 2014) • Power BI v2 Service & Desktop GA (July 2015)
- 19. Security • AD joined • Server Level: AD (Windows) credentials, server credentials, service account • Model Levels: AD User Groups • Row Level: DAX
Editor's Notes
- Welcome Thank you for coming Excited to share with you about Power BI Specifically: what it is, why it is useful, how I have been using it, and how you may be able to use it Quick show of hands, who has heard of Power BI or actually used it? Please feel free to ask questions at any time ------------ Main theme: this is about the “Tool” but also /perhaps more about: Enabling a New “Data Culture” ((new things are possible: new way of thinking about and working with data)) --more collaborative more effective 2) Proposing: A new data paradigm: a new way to engage with company information and facts – using tabular database technology and dimensional modeling with modern front-end visualization tools to enable lots of new insight and action/decisions – more rapidly, collaboratively, and usefully 3) Power BI is Potentially: An analytics solutions for the whole organization: Visualize and analyze everything in one place develop shared understanding from single source of truth
- Understanding the facts of the business – thinking critically about it --what happened, why it happened, what will happen, how we can make things happen 2) MSFT has an outstanding, robust, mature and capable stack – and always has – Gartner Magic Quadrant Leader for Enterprise BI: vision and execution 3) New possibility with data – ability to know more – org must evolve to capture that value: people, process, system, DATA --more automation of BI work – less data janitorial work – more analysis – moving from manual to automatic 4) Thinking visually, working collaboratively, have fact based conversations – faster and easier to get more info and see it --interactive, collaborative, hands on, self service ((NOT STATIC)) 5) Getting to the “single source of truth” that everyone wants – work collaboratively off the same set of facts
- 1) Power BI is a new product form MSFT – it represents a lot of progress in BI, a unification of tools and technology, MSFTs focus on the presentation layer of data and BI 2) Power BI is “stand alone application” outside of Excel or SQL or SSAS 3) Power BI performs all the core functions of front-end (and middle stages of) BI development: [[Query, Structure/Shape, Modeling, Calculate, Visualize, Analyze, Automate, Share/Collaborate,]] 4) Power BI is Agile friendly and allows for rapid prototyping and quick POCs to prove out data solution concepts – BI development happens iteratively and works nicely with sprints --these tools are also meant to WORK IN NEW WAY – engendering a new sort of data culture – which is collaborative, and interactive and relies on a single source of truth -- no more reports in your in box – start up the tool, and have a look and make a few clicks – filter, cross filter, brush (maybe even import a new flat file on steroids) 5) Power BI provides a host of new technology and capability – but you can think of it as PIVOT TABLES ON STEROIDS with a really nice visual component BI layer Where you pull it all together ---- New Power BI Desktop file extension .pbix // HTML5 Based program ------------------------------------------- Data maturity: Crawl, walk, run, fly, [[hyperspace]] ---------- What happened Why did it happen What will happen How do we make it happen
- Free -- (enterprise level features: cloud collaboration, automatic data refresh) Based on SSAS – lots of features and capability, fast, stable, mature – you can do a lot in a little time Newest Tabular Tech – best in class modeling tool Connect to almost any type of data source with pre-programmed connectors and APIs AgileVery flexible, semi-fine point reporting tool Multiple layers of security: server level, model level, row level (use passwords and credentials (server), user groups (model), and DAX (row)) Huge investment from MSFT – constantly evolving an improving Easy to pick up and use, lightweight, quick integration with Excel
- These are the core aspects and capabilities/needs for FRONT END BI AND ANALYTICS DEVELOPMENT Get data, structure it correctly, model/relate, add custom calcs, visualize, share Iterate enhance Repeat Hard back if needed
- Getting to your “ah – ha” moments Getting heads nodding Getting kudos and thank yous Solving problems fast Enabling more high value add work on other people’s part Having a flexible and powerful tool to solve problems, QUICKLY Allowing you to help other people ask the right questions: 1) what makes sense logically from the biz perspective, what is available to answer that question
- Find a data set Add it to power pivot in excel – makes tables from data sets, add to model Show power pivot data model – show relationships Connect power pivot in excel to Power bi Tour power bi – report canvass / ribbon / visuals / formatting / filters / field well / querying tools / modeling tools / data view tools Talk about DAX – measure and columns (no naked measures) – FILTER CONTEXT
- Everything in a database or tool that can be connected and queried Everything conforming and structured Hubbed enterprise data eco-system
- DAX works a lot like Excel formulas: but it has some different syntax (words for formulas – calling functions/calucaltions) and semantics (“grammar” for formulas; word arrangement)
- Power BI sits on top and at the heart of MSFT BI stack these days It is enabling many new insights and capabilities – solving problems rapidly and providing solutions Empowering more people to work with data on their terms and where they need it The pace of development and level of engagement is exciting, people are getting a lot out of the tools and demanding more and more as their expectations and awareness change