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Power BI Deck
By: Apurva Ramteke
Business & Integration Arch Sr Analyst
BCS-ISEB, CCBA Certified
IDC Accenture India ||+91 9860696620|| apurva.Ramteke@accenture.com
Copyright © 2013 Accenture All rights reserved. 2
Power BI
• Power BI is a suite of business analytics tools
that deliver insights throughout a Enterprise
or organization.
• Connects to hundreds of data sources or
platforms, enables data modelling, and drive
ad- hoc analysis.
• Capable of producing beautiful reports, then
publish them for an organization to consume
on the web and across mobile devices.
• Everyone can create personalized
dashboards and customize reports created
originally with a unique, 360-degree view of
their business.
• And scale across the enterprise, with
governance and security built-in.
• In this ppt. deck you will go through the main
features and capabilities of Power BI using an
end-to-end scenario.
Copyright © 2013 Accenture All rights reserved. 4
A powerful new way to analyze and model data
Self-service business intelligence and analytics tool built on Excel with the power of the cloud.
Power BI dramatically simplifies and reduces the time it takes for IT to setup and manage the
complex infrastructure needed for an enterprise wide BI platform.
Copyright © 2013 Accenture All rights reserved. 5
A powerful new way to analyze and model 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&A
Dashboar
d
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.
Access through Dashboard
and touch optimized power tips.
Power BI enables Organizations to balance between the needs of business stakeholders working
in Excel and an IT department’s requirements for governance, monitoring and agility. It also
provides stakeholders the ability to search and access IT/Non-IT sanctioned corporate data
sources both on premises and in the cloud while monitoring query usage against their data.
Copyright © 2013 Accenture All rights reserved. 6
Experience the Data through Various sources
Get the Data through Various sources
Copyright © 2013 Accenture All rights reserved. 7
Experience the Data through Various sources
Get the Data through Various sources
Copyright © 2013 Accenture All rights reserved. 8
Experiences
1. Local: Through Power BI Desktop.
2. Cloud: Through Power BI Services after publishing.
3. Dataflow is as follows:
1
2
Copyright © 2013 Accenture All rights reserved. 9
Data Management Gateway
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.
Cloud
To Fetch data from various sources and then to have single point access to that
data through secured Gateway.
Copyright © 2013 Accenture All rights reserved. 10
Set up for Desktop Power BI
https://powerbi.microsoft.com/en-
us/desktop/
Local
Published reports from Desktop
https://app.powerbi.com
Cloud
With Power BI Desktop, you get a powerful
report-creating Windows desktop app that jump-
starts your analytics. You can import Excel
workbooks, upload reports to the service, and
much more.
The Power BI service is the online software
service where users spend most of their time.
Here you'll find dashboards, content packs, and
all sorts of visualizations.
Start with getting the sample data from below URL:
https://powerbi.microsoft.com/en-us/documentation/powerbi-sample-datasets/
Initial set up
Copyright © 2013 Accenture All rights reserved. 11
Download custom
Visuals from
https://app.powerbi.com/visuals/
To Download Visualizations from:
Copyright © 2013 Accenture All rights reserved. 13
• Step 1: Download Desktop Power BI from:
https://powerbi.microsoft.com/en-us/desktop/ . If not having account
already with Microsoft then open a one via “Sign up free”
Copyright © 2013 Accenture All rights reserved. 14
• Step 2: After download, open Power BI desktop by clicking on the icon
created on your desktop screen while downloading.
Copyright © 2013 Accenture All rights reserved. 15
• Step 3: Click on “Get Data”. Select the source: In our case source is simple
excel file
Copyright © 2013 Accenture All rights reserved. 16
• Step 4: You can customize, update or edit the data before loading
by clicking on edit button, else directly load the data.
Copyright © 2013 Accenture All rights reserved. 17
• Step 5: If in case you click on Edit button then “Query Editor” will open up as
shown below. This feature provides following options:
- To add custom/conditional columns
- Sorting
- Apply statistical calculation on columns loaded.
- Split columns etc.
Copyright © 2013 Accenture All rights reserved. 18
• Step 6: After editing just click on “Close & Apply” button at the top in File
Menu.
Copyright © 2013 Accenture All rights reserved. 19
• Step 7: It will open up a blank Canvas at the center to create reports.
Copyright © 2013 Accenture All rights reserved. 20
• Step 8: To change the names of data sets: Just right click on the Fields
section and say Rename.
Copyright © 2013 Accenture All rights reserved. 21
• Step 9: To manage the relationships. Click on “Manage Relationships” option
at the top.
Copyright © 2013 Accenture All rights reserved. 22
• Step 10: Finally start creating reports on blank canvas.
Copyright © 2013 Accenture All rights reserved. 23
• Report 1: IR ID Count
Copyright © 2013 Accenture All rights reserved. 24
• Report 2: TeamWisePriority
Note: All the other reports can be explored from pbix file given in the
attachments. To open the pbix file, one need to install Power BI desktop App.
Copyright © 2013 Accenture All rights reserved. 25
• Step 11: Once the reports are created, now its time to publish them. Click on
“Publish Icon at the top right corner.
Copyright © 2013 Accenture All rights reserved. 26
• Step 12: Login into your Power BI account created for same.
Copyright © 2013 Accenture All rights reserved. 27
• Step 13: Select the destination where you want to publish the same and
publish all the reports.
Copyright © 2013 Accenture All rights reserved. 28
• Step 14: After publishing – login into https://app.powerbi.com
Copyright © 2013 Accenture All rights reserved. 29
• Step 15: Create your own Dashboard by pinning the reports into newly
created or already existing dashboard. To Pin the report, you just need to do
two steps.
Copyright © 2013 Accenture All rights reserved. 30
• Step 16: Once the dashboard is created fully, you can share it with any
number of users or limited number of users by created groups or else share it
with whole organization.
Copyright © 2013 Accenture All rights reserved. 31
• Step 17: Lastly, you can also create a whole “Content Pack” including
Dashboard that is created, Reports that are published and Datasets that gets
created automatically at the backend while publishing the reports.
Copyright © 2013 Accenture All rights reserved. 32
• Step 18: Finally to for other users to access the content pack which you have
created, they can just click on “Get Data” link at the bottom left corner of the
screen.
Copyright © 2013 Accenture All rights reserved. 33
Power BI vs. the other competitors
Feature Power BI Tableau Qlikview
Data Visualisation Power 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 Modelling Strong data modelling and
analytics/ easier to use than
competitors
Basic data modelling tools Does have a data modelling tool
but may require an IT specialist
and is known for taking time to
perfect data model
Combining data Ease 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
ETL Power 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
Copyright © 2013 Accenture All rights reserved. 34
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.
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.
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.
Copyright © 2013 Accenture All rights reserved. 35

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Introduction to Power BI a Business Intelligence Tool by Apurva Ramteke

  • 1. Power BI Deck By: Apurva Ramteke Business & Integration Arch Sr Analyst BCS-ISEB, CCBA Certified IDC Accenture India ||+91 9860696620|| apurva.Ramteke@accenture.com
  • 2. Copyright © 2013 Accenture All rights reserved. 2 Power BI • Power BI is a suite of business analytics tools that deliver insights throughout a Enterprise or organization. • Connects to hundreds of data sources or platforms, enables data modelling, and drive ad- hoc analysis. • Capable of producing beautiful reports, then publish them for an organization to consume on the web and across mobile devices. • Everyone can create personalized dashboards and customize reports created originally with a unique, 360-degree view of their business. • And scale across the enterprise, with governance and security built-in. • In this ppt. deck you will go through the main features and capabilities of Power BI using an end-to-end scenario.
  • 3.
  • 4. Copyright © 2013 Accenture All rights reserved. 4 A powerful new way to analyze and model data Self-service business intelligence and analytics tool built on Excel with the power of the cloud. Power BI dramatically simplifies and reduces the time it takes for IT to setup and manage the complex infrastructure needed for an enterprise wide BI platform.
  • 5. Copyright © 2013 Accenture All rights reserved. 5 A powerful new way to analyze and model 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&A Dashboar d 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. Access through Dashboard and touch optimized power tips. Power BI enables Organizations to balance between the needs of business stakeholders working in Excel and an IT department’s requirements for governance, monitoring and agility. It also provides stakeholders the ability to search and access IT/Non-IT sanctioned corporate data sources both on premises and in the cloud while monitoring query usage against their data.
  • 6. Copyright © 2013 Accenture All rights reserved. 6 Experience the Data through Various sources Get the Data through Various sources
  • 7. Copyright © 2013 Accenture All rights reserved. 7 Experience the Data through Various sources Get the Data through Various sources
  • 8. Copyright © 2013 Accenture All rights reserved. 8 Experiences 1. Local: Through Power BI Desktop. 2. Cloud: Through Power BI Services after publishing. 3. Dataflow is as follows: 1 2
  • 9. Copyright © 2013 Accenture All rights reserved. 9 Data Management Gateway 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. Cloud To Fetch data from various sources and then to have single point access to that data through secured Gateway.
  • 10. Copyright © 2013 Accenture All rights reserved. 10 Set up for Desktop Power BI https://powerbi.microsoft.com/en- us/desktop/ Local Published reports from Desktop https://app.powerbi.com Cloud With Power BI Desktop, you get a powerful report-creating Windows desktop app that jump- starts your analytics. You can import Excel workbooks, upload reports to the service, and much more. The Power BI service is the online software service where users spend most of their time. Here you'll find dashboards, content packs, and all sorts of visualizations. Start with getting the sample data from below URL: https://powerbi.microsoft.com/en-us/documentation/powerbi-sample-datasets/ Initial set up
  • 11. Copyright © 2013 Accenture All rights reserved. 11 Download custom Visuals from https://app.powerbi.com/visuals/ To Download Visualizations from:
  • 12.
  • 13. Copyright © 2013 Accenture All rights reserved. 13 • Step 1: Download Desktop Power BI from: https://powerbi.microsoft.com/en-us/desktop/ . If not having account already with Microsoft then open a one via “Sign up free”
  • 14. Copyright © 2013 Accenture All rights reserved. 14 • Step 2: After download, open Power BI desktop by clicking on the icon created on your desktop screen while downloading.
  • 15. Copyright © 2013 Accenture All rights reserved. 15 • Step 3: Click on “Get Data”. Select the source: In our case source is simple excel file
  • 16. Copyright © 2013 Accenture All rights reserved. 16 • Step 4: You can customize, update or edit the data before loading by clicking on edit button, else directly load the data.
  • 17. Copyright © 2013 Accenture All rights reserved. 17 • Step 5: If in case you click on Edit button then “Query Editor” will open up as shown below. This feature provides following options: - To add custom/conditional columns - Sorting - Apply statistical calculation on columns loaded. - Split columns etc.
  • 18. Copyright © 2013 Accenture All rights reserved. 18 • Step 6: After editing just click on “Close & Apply” button at the top in File Menu.
  • 19. Copyright © 2013 Accenture All rights reserved. 19 • Step 7: It will open up a blank Canvas at the center to create reports.
  • 20. Copyright © 2013 Accenture All rights reserved. 20 • Step 8: To change the names of data sets: Just right click on the Fields section and say Rename.
  • 21. Copyright © 2013 Accenture All rights reserved. 21 • Step 9: To manage the relationships. Click on “Manage Relationships” option at the top.
  • 22. Copyright © 2013 Accenture All rights reserved. 22 • Step 10: Finally start creating reports on blank canvas.
  • 23. Copyright © 2013 Accenture All rights reserved. 23 • Report 1: IR ID Count
  • 24. Copyright © 2013 Accenture All rights reserved. 24 • Report 2: TeamWisePriority Note: All the other reports can be explored from pbix file given in the attachments. To open the pbix file, one need to install Power BI desktop App.
  • 25. Copyright © 2013 Accenture All rights reserved. 25 • Step 11: Once the reports are created, now its time to publish them. Click on “Publish Icon at the top right corner.
  • 26. Copyright © 2013 Accenture All rights reserved. 26 • Step 12: Login into your Power BI account created for same.
  • 27. Copyright © 2013 Accenture All rights reserved. 27 • Step 13: Select the destination where you want to publish the same and publish all the reports.
  • 28. Copyright © 2013 Accenture All rights reserved. 28 • Step 14: After publishing – login into https://app.powerbi.com
  • 29. Copyright © 2013 Accenture All rights reserved. 29 • Step 15: Create your own Dashboard by pinning the reports into newly created or already existing dashboard. To Pin the report, you just need to do two steps.
  • 30. Copyright © 2013 Accenture All rights reserved. 30 • Step 16: Once the dashboard is created fully, you can share it with any number of users or limited number of users by created groups or else share it with whole organization.
  • 31. Copyright © 2013 Accenture All rights reserved. 31 • Step 17: Lastly, you can also create a whole “Content Pack” including Dashboard that is created, Reports that are published and Datasets that gets created automatically at the backend while publishing the reports.
  • 32. Copyright © 2013 Accenture All rights reserved. 32 • Step 18: Finally to for other users to access the content pack which you have created, they can just click on “Get Data” link at the bottom left corner of the screen.
  • 33. Copyright © 2013 Accenture All rights reserved. 33 Power BI vs. the other competitors Feature Power BI Tableau Qlikview Data Visualisation Power 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 Modelling Strong data modelling and analytics/ easier to use than competitors Basic data modelling tools Does have a data modelling tool but may require an IT specialist and is known for taking time to perfect data model Combining data Ease 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 ETL Power 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
  • 34. Copyright © 2013 Accenture All rights reserved. 34 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. 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. 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.
  • 35. Copyright © 2013 Accenture All rights reserved. 35

Notas del editor

  1. Today only about 10% of an organization’s business users can do business analytics. We believe everyone should have easy access to the data they need to make informed decisions. That’s our goal. The challenge is that accessing and analyzing data can be a daunting task. Where does the data live? How do I access it and get it into the right format so that I can analyze it? To solve this problem we need to make data of all types much easier to find, access, analyze, and share. This is the path we’re on.