Power BI for Office 365 provides many new features enabling everyone new scenarios of putting in place business intelligence with Excel and Office 365. Discover, access and manipulate data with just a few clicks, shape and transform data. Analyze and create stunning interactive visualizations that uncover hidden insights to share and collaborate from anywhere, and soon on any device.

1. Office 365 Saturday
Europe
Welcome
#O365EU
Hosts: Matthew Hughes & Rene Modéry
Meeting #1

2. Office 365 Saturday
Europe
Self-Service Power BI
Marius Constantinescu
blue-infinity SA, Geneva Switzerland
MVP SharePoint Server
Meeting #1

3. 1. Understand Microsoft vision of self-
service business intelligence (BI)
2. Introducing features and tools
1.

Self-Service BI in Excel
Discover & Combine with Power Query
Model & Analyze (Power Pivot)
Visualizations (Power View, Power Map)
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
2.
Power BI for Office 365
What shall we
talk about today

4. The World of Data is Changing

5. Self-Service BI for Office 365
1 in 4 enterprise customers on Office 365
1 Billion Office Users
Discover
Analyze
Visualize
Share
Find
Q&A
Scalable | Manageable | Trusted
Mobile

6. Data Steward – a new role in your
organization

How to identify them ?
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Normally business users with expert knowledge of business
processes
Able to validate the accuracy, completeness of data within a certain
business context
A data steward is primarily responsible for:
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Identifying and acquiring new data sources.
Creating and maintaining consistent reference data and master
data definitions.
Publishing relevant data to appropriate users in an
organization, and monitoring the published data sources for
usage/relevance/quality feedback.
Creating and managing business metadata for published data
sources to ensure that it is easily discoverable, and meaningful to
information workers.
Resolving data integrity issues across stakeholders.
Analyzing data for quality and reconciling data issues.

7. BI Center sites or Power BI sites
Available on SharePoint Enterprise Online and
On-Premises
Pre-configured lists and libraries, features to
share BI content (reports, KPI, dashboards)
Limits set by at Web Application level
BI Center site
Only available on Power BI for Office 365
Visual appealing, uses tiles concepts
Add “featured” reports for ease of access
Power BI is an Cloud-App, doesn’t require a
new site
File size limited to 250 Mb
Power BI site

8. Power BI on Office 365
Power Query
Power Query is an add-in for Excel that you can use to discover lots of
different data sources (internal and/or public), combine and shape data.
Power Pivot
Create a powerful Data Models with one or more tables of data,
relationships between tables that come from different data sources.
Power View
Create interactive views, reports, scorecards, and dashboards.
Power Map
Visualize data on a three-dimensional (3D) globe and show how data
trends over time in a particular geographical area.
Power BI sites
Power BI sites SharePoint site into a visual (using thumbnails), dynamic
way to view and share Excel workbooks.
Power BI Windows
Store App
Use it to view and interact (filter with slices, charts) with Excel
workbooks store on Office 365 on a Windows tablet.
Powerful, selfservice BI
solution with
loads of features

9. Power Query
Discover, combine, and refine
data for better analysis in Excel
Public search feature (for now
mainly intended for use in the
US only)
Pre-requirements


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1/ Access data sources that aren't readily available in Power
Pivot, such as Facebook, MySQL, Azure HDInsight (Hadoop),
Web Api results (OData, JSON)
2/ Perform Inline transformations with ease - built-in
transformations (splitting columns and un-pivoting data are
two popular tasks) that can help square up data prior to
modeling in Power Pivot while showing a nice recap of Steps
3/ Materialized tables (Use "Append" and "Merge" functions
to bring into a single table multiple different databases)
Limitations
▪ SharePoint based refresh in SharePoint Online /
On-Premises are not yet supported.
▪ You can’t import an Excel Data Model you created
with Power Query into a tabular model (in SS Data Tools)
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Microsoft Office 2013
Professional Plus
Office 365 ProPlus
Excel 2013 Standalone
Excel 2010 – requires Software
Assurance for Office
Professional Plus through
Volume Licensing
Available for download at
http://office.microsoft.com/enus/excel/download-data-explorerfor-excel-FX104018616.aspx

10. Power Pivot
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Create relationships between tables (VLOOKUP is now
obsolete).
Add formulas with Data Analysis Expressions (DAX).
Create key performance indicators (KPIs) in Power Pivot.
Set table and column properties to improve the experience of
designing in client tools such as Power View and Power Map.
Organize fields in hierarchies (supporting drill-down scenarios,
making easier for user to navigation across common paths of
data, e.g. Region>Country>City)
Create perspectives (custom views targeting particular user
group/business scenario for easier navigation of large data
sets).
! Not enabled by default – check File > COM Add-Ins section
Enrich your data
model with
Power View

11. The BI Semantic Model - a
single source for
reporting, dashboards,
analysis, and predictive
analytics.
 Essentially a data model is
nothing but a group of
tables tied together by a
set of relationships with
some calculated fields, and
possibly some calculated
columns.
 Obtained via Power Query,
Power Pivot, Excel tables

Business Intelligence
Semantic Model

12. Demo
Visualize and interact with reports & charts in Power BI windows
store app

13. Power View

Pre-requirements
 Microsoft Office 2013
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Not a sophisticated charting environment - its
purpose is to let you create charts very quickly
and look at data in different formats in a simple
way.
Originally viewed as an additional reporting
system in SQL Server Reporting Services
integrated with SharePoint 2010
Only works with Power Pivot data model
! If you don’t see it after installation – check COM
Add-Ins section
Professional Plus
 Office 365 ProPlus
 Excel 2013 Standalone
 Excel 2010 – requires
Software Assurance for
Office Professional Plus
through Volume Licensing

(For now) Power View
requires the Silverlight
component to be installed
on your system.

14. Power View vs. Report Builder & Report
Designer
Incompatible reports types
1. RDLX (Power View) vs. RDL Reports (in
Report Builder / Designer)
2. Neither can open reports made with the other
tool
Which one
should I use
now?

15. Power View tips
Before creating a new Power View visualization
1.
2.
3.
4.
5.
Update field aggregations (default is Sum, maybe you
wish or Average, Count, etc.)
Change already Title, Image, and Identifier for each table
as well for fields in your model – changing afterwards will
result in loss of information
Determine how duplicate values are handled in Power
View reports
Hide tables, fields, and measures you don’t want to be
used by report creators – hiding does NOT delete nor
break any formulas depending on them
Set the default fields for a table so that when you click on
a table in Power View, all of the default fields will be
simultaneously added to the report
Get started on
the right foot

16. Power View chart types and data
series
Relationship
Points
Lines
Points & Lines
Bars
Nominal
comparison
Avoid
Avoid
Avoid
Either horizontal or vertical
bars
Time series
When there is a need to
narrow the scale and in so
doing remove zero from its
base.
Categorical subdivisions on X
axes, quantity values on Y axes.
The emphasis should be on the
overall pattern
Categorical subdivisions on X
axes, quantity values on Y axes.
Mutual emphasis on overall
pattern and individual values.
Categorical subdivisions on X
axes, quantity values on Y axes.
Emphasis on individual values.
Ranking
When there is a need to
narrow the scale and in so
doing remove zero from its
base
Avoid
Avoid
Either horizontal or vertical
bars
Part to whole
Avoid
Avoid
Avoid
Either horizontal or vertical
bars
Deviation
Avoid
Known as a frequency polygon
with the emphasis on the
overall pattern
Avoid
Known as a histogram with
emphasis primarily on
individual values
Single distribution
Avoid
Multiple
distribution
Used to mark the median in a
box plot
Used for up to five
distributions
Avoid
Used in the form of range bars
and box plots
Correlation
Known as a scatter plot
Avoid
Use as a trend line
Either horizontal or vertical
bars
Few
recommendation
s when choosing
charts

17. Natural Language Query

18. Demo
Introducing Power View

19. Power Map
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Visualize your data in a
geographic context
Uses Bing map tiles (allow
for zoom in/out)
By default data is
displayed as Dots (size
depends on attached
measure).
Multiple series generate
pie-charts by default
Do not work in the Power
BI windows store app

20. Power BI Windows Store App
View multiple reports sheets
Interact with charts using slices
Share reports with ease using Windows 8 charms
Visualize correlated data

21. Power BI Windows store
app capabilities
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Scrolling within a
visualization.
Related data highlighting
(cross-filtering) – tapping
elements in one
visualization to highlight
related data in another
visualization (same page).
Filtering with slicers, across
the whole sheet (or “view”)
and individual visualizations.
Column resizing in views
(tables, matrix ).
Sorting charts by the
different fields in the chart.

22. Demo
Visualize and interact with reports & charts in Power BI windows
store app

23. Power BI Windows store app tips
Recommendations
• Supported Objects
• Tables, Charts (Column, bar, line, scatter, and bubble charts)
• Text boxes
• Slicer
• Use meaningful names on sheets, cannot reorder sheets
• Exposes Objects (PivotTables, PivotCharts, charts, tables, and named ranges) not
spreadsheets
To Avoid
• Not yet supported
• Matrix, Tiles, Multiples, Maps,
• Play axis in scatter and bubble charts
• Hierarchies and drill-down
Tips for great
visualization &
interaction
experience

24. The journey continues…
Future steps

25. •Define new Gateway
•Decide secure
credentials storage
•Establish access
restrictions (users
and roles)
Register
•Download and install
the MS Data
Management
Gateway
•Requires Local
Administrator
•Work only on
Windows
7, 8.x, Windows
Server 2012
Configure
Install
Microsoft Data Management Gateway
•Certificate
•Power BI generated
Or Existing
•Endpoint
•Protocol, Port
(e.g. HTTPS 8051)
•Data Source
•Create connections
in Power BI Admin
center
Expose onpremises data
sources as
OData feed for
cloud-access

26. Office 365 Saturday Europe
Thank you for attending
Hosts
Matt Hughes & Rene Modéry
Presenter Marius Constantinescu (blue-infinity SA, Geneva,
Switzerland)