A presentation i did at SharePoint Saturday Perth looking at Power BI for Office 365 and comparing it to on-premise in SharePoint 2013

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Power BI for Office 365:
The New World of Insight with Hybrid Cloud
Bhavik Merchant
Delivery Manager – MSBI and SharePoint, NEC Australia
@bhavikmerchant
#SPSPerth

2. Intro and Session Goals
Evolution of Microsoft BI in SharePoint
Power BI demos
Platform Comparison
Gotchas
Evolution and Future Functionality
Question and Answer Time
Agenda

3. Understand how Microsoft BI is evolving with O365
See the analytical functionality available first hand
Learn how to feed on-prem data into the cloud
Check out the Windows 8 App
Understand capabilities and limitations
Get some ideas on when to use
What’s in it For You?

4. Delivery Manager for BI and SharePoint at NEC
Australia
Certified end-to-end BI practitioner
Trainer
Microsoft P-TSP for BI
Worked with SQL Server since SQL 2000, SharePoint
since MOSS 2007, and now also Office 365
About me

5. Developers?
Architects?
Infrastructure?
Business Analysts?
BI/Analytics?
Data Scientists?
Who is familiar with BI in SharePoint (Excel Services,
Power Pivot Services, Power View)?
Audience Poll

6. SharePoint and SQL – Brothers in Arms
Jan 13
SharePoint 2013
Jun 11
SharePoint 2010 SP1
Feb 14
Power BI for Office 365
Jul 10
SharePoint 2010
Jan 07
MOSS 2007
May 07
PerformancePoint 2007 (PPS)
Feb 07
SQL 2005 SP2
August 08
SQL 2008
April 10
SQL 2008 R2
Jun 11
Office 365
May 12
SQL 2012
November 12
SQL 2012 SP1
April 14
SQL 2014
* Excel omitted from
timeline
SSRS Integration
Scorecards,
Dashboards
Better Charts
Power Pivot v1 +
Maps, Gauges,
Sparklines, Indicators
PPS Filter
Improvements
Power Pivot v2, Power
View, Service App
Power Pivot &
PPS Integration
Power View v2
Sites, Data Feeds,
Power Query,
Q&A, Win 8 App

7. Client Only
Client with On-Premise Servers
Client with Cloud
“Power BI” is a Family, Not a Product

8. Power BI in Excel

9. Power BI in Excel
demonstration

10. Power Query = Tool to source and manipulate data to
load into Power Pivot. Many supported sources
Power Pivot = Fast, In-Memory, Compressed,
Columnar database. Easily relates disparate data
sources and enriches them with hierarchies, KPIs, calcs
Power View = Ad-Hoc visual analysis tool. Leverages
the Power Pivot Model. Needs Silverlight
Power BI In Excel - Recap

11. Power BI in SharePoint
demonstration

12. Workbooks are hosted in SharePoint
Admin can schedule data refresh
Excel Sheets and Power View are rendered in browser.
Needs Silverlight
User can author and save new Power View reports into
doc libraries
User can connect to a hosted model from Excel client
and author reports using Excel or Power View
Standalone Power View can be exported to
PowerPoint and remain interactive
Power BI In SharePoint - Recap

13. Power BI in Office 365
: Basics
demonstration

14. Workbooks are hosted in Office 365 library or Power
BI Site
Excel Sheets and Power View are rendered in browser
Silverlight with HTML 5 support
Forecasting/Hindcasting only works in HTML5
Power BI In Office 365 - Recap

15. Power BI in Office 365
: Q&A
demonstration

16. Very intuitive way to query data – using natural
language
Can manipulate result further
Not perfect
You can design models to be queryable, including
adding Synonyms
A lot of work being done behind the scenes to
improve it
Q&A in Office 365 - Recap

17. Power BI in Office 365
: Data Management Gateway
demonstration

18. Setup Gateway in Power BI
Install and Register Gateway Service
Create Data Source in Power BI, associate with
Gateway
Optionally expose tables and views as Odata feeds
Schedule refresh on Workbook
Data Refresh Management - Recap

19. The Power BI App
demonstration

20. Must have O365 Power BI subscription
Renders using HTML5
Separates objects from Excel sheets 
Slicers are put in the filters pane
Power View experience very similar to Web
Is touch friendly on Windows 8+ tablets
Power BI App - Recap

21. Power BI in Office 365
: Power Query & My Power BI sites
demonstration

22. You can share queries via O365
Co-workers can search for them in Power Query
Your favourite reports get added to your Power BI site
Queries usage patterns can be analysed
Power Query and My Power BI - Recap

23. Power Map
demonstration

24. Uses PowerPivot model
Can add various layers and layers types onto map
3D pan and zoom
Can record “tours”, with music etc
Not integrated into SharePoint or O365
Power Map - Recap

25. Platform Comparison – 1/2
SharePoint 2013 Office 365 Native Office 365 +
Power BI
PowerPivot
Workbook
Support
YES, with PowerPivot
Service App from SQL
Server 2012 SP1
YES YES
Pivot Field
Manipulation
YES YES YES
Power View
Support
YES, with SSRS 2012 SP1
Integration.
Renders Excel Power
View, Allows Power View
Authoring
Renders Excel Power
View, NO authoring
Renders Excel Power
View, NO authoring
Power View
technology
Silverlight Silverlight or HTML5 Silverlight or HTML5
Export Power
View to
PowerPoint
YES, if authored in
SharePoint
NO NO
Data Refresh Yes, daily schedule NO Yes, daily schedule.
Need Gateway in
Power BI, Gateway
service on premise

26. Platform Comparison – 2/2
SharePoint 2013 Office 365 Native Office 365 +
Power BI
Power Query
Support
NO NO YES, save and
manage queries
Max WorkBook
Model Size
2Gb 10Mb 250Mb
Connectivity to
Tabular SSAS
YES NO NO
License Model Enterprise SharePoint
Server + eCALs + SQL
2012/2014 BI or
Enterprise
Subscription:
1. Midsize Business
2. E3 Plan
Subscription:
1. Standalone +
O365 Pro Plus
2. Standalone
3. Add-on to E3
Plan
Costs Depends on farm
architecture and
hardware. Easily
$30,000++
1. AU $16.50
user/month *
2. AU $28.15
user/month *
1. US $52
user/month
2. US $40
user/month
3. US $33
user/month
* Telstra pricing

27. You have Office 365 with SharePoint online
You don’t have Office 365 or SharePoint
Various combinations of the above, depends on
Why use Power BI?

28. Currently no authoring of Power View in Cloud or App
Name your Excel objects for better App experience
HTML5 transition isn’t complete, yet new features exist
HTML5 version look and feel can be slightly different
Power Map is on Excel client only
You only get Power Query and Power Map updates
with Office 365 Pro Plus (i.e. streamed version)
Important Gotchas

29. Power BI app can only connect to Office 365
Daily data refresh is the lowest granularity
Data Source in Power BI must have same
connectionstring as PowerPivot model
Remember to assign licenses
Remember to unblock ports on-premise
Yes, More Gotchas!

30. Native iOS app coming in “US Summer”, then Android
later
SQL Reporting Services will work in PowerBI, connect
back to on-prem data
Power View in Power BI will be able to connect to
Tabular SSAS on-prem
KPI Editor in Power BI
TreeMap visualisation
New Data Exploration mode to author reports in
Power BI
The Roadmap

31. New timesheet system with limited reporting
Business screaming for reports/analytics
Intranet in SharePoint 2010
BI Services not configured, perceived risk in mixing
SQL versions
Red tape, months to get approval
Eventually got approved, IT failed in a sandbox env.
Moved to Azure + O365 in 2 days!
Case Study: NEC Timesheet/Utilisation

32. Power BI is about empowering analysts and end users
IT do not lose control
Clearly “Cloud First”
Much investment, rapidly evolving
Go try it! Free 30 day Power BI trial for 25 users with
SharePoint Online and Yammer
Summary

33. Questions?
Comments?
More info
Bhavik.Merchant@nec.com.au
http://blogs.msdn.com/b/powerbi/
http://bit.ly/1rhWD3H

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Thanks for listening
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