7. Power BI
Service
• Microsoft Cloud SaaS which integrates with O365
• No dependencies on Excel, SharePoint or O365
• HTML 5 – no more Silverlight
• Free vs Professional vs Premium
• https://app.powerbi.com
• Work/school email address to sign up and use
Free Pro (EUR 8.40 /user /month)
1 GB / user 10 GB /user
Daily Data Refresh Scheduled Data Refresh <1 day
Sharing via workspaces
Apps, email distribution
On-premises Gateway
• Professional license included with E5 Business Plan
• Premium is a custom service for enterprise clients – no
published pricing
8. Power BI
Desktop
• Standalone OnPrem BI Modelling tool
• Removes dependency on Excel
• Windows Only
• Greater control over your data than Power BI
Service
• Connect to a wide variety of data sources
• Build a model over your data sources
• Transform data
• Create measures using DAX
• Publish to Power BI Service
9. (Power BI)
On-premises Data
Gateway
• Bridge providing quick and secure transfer of data
between on-premises and Power BI
• Also for Flow and Power Apps
• Controls access and refresh rates to on-premises
data
• Stored credentials used to connect (except for
SSAS)
• Azure Service Bus used for data transfer
10. Power BI
Report Server (On-
Prem)
• Power BI Report Server
• Built on SSRS Technology
• Includes all SSRS functionality including RDL
• Models stored in SSAS
• Create reports with Power BI Desktop
• Enjoy all the Power BI functionality in your own
environment
11. Data Security and
Storage
• Data is at rest or in process (both encrypted)
• Your data can be:
• Stored in Azure SQL e.g. reports, dashboards
• Cached in Azure SQL e.g. dashboard/report
visuals
• Referenced only (not stored in Power BI) e.g.
data in process queried by DirectQuery, on-
prem data via Gateway
• Express Route (private connection to Power BI)
• Security whitepaper
13. Concepts – DataSet
• A source of data for use in your reports
• From Service:
• Content Packs
• Flat Files local or OneDrive/SharePoint
• Some database services
• Cannot Share! Use Workspaces
• From Desktop
• Pretty much ANY source!
• Use Power BI Gateway to Secure On-Prem
Sources
14. Concepts – Data
Import vs Upload
• Some data sources e.g.Excel provide a choice how to
connect to data
• Import
• Data from worksheets imported to a DataSet
• Changes in Excel synchronised with DataSet
(usually within 1 hr)
• Publish > Export from Excel 2016
• Upload
• Connect and view in Power BI
• Pin items to Dashboard
• No DataSet created
• Publish > Upload from Excel 2016
15. Concepts – Report
• A collection of pages containing visualisations
• Good control over the look and feel
• Large variety of visualisations and build your own
or buy from public libraries
• Creation
• OnPremises (via Power BI Desktop)
• Online (via Power BI Service)
• Pin report components to a Dashboard
16. Concepts – Dashboard
• A collection of tiles, pinned from various
sources (Reports, SSRS, Q&A Session)
• Can be shared with other users
• Add video, images, text
17. Concepts –Apps
• Efficient way of deploying dashboards/reports to set of users
• Distribute to whole org or just groups
• Users install app from MS AppSource
• Access via 365 Portal or Device
• Roll out updates
• Control data refresh
• Will replace content packs
• Power BI Pro license required
19. Connect to Power
BI Service
• Browse https://app.powerbi.com
• Login as:
• spsbeX@spsbe.onmicrosoft.com
• Password1
20. Data
Shark Attacks
• All attacks ever recorded
• Simple data set
• Fun to work with!
• Source: http://www.sharkattackfile.net/
• Credit: John White
21. Get to Know Your Environment
1. Navigation Bar
2. Dashboard
3. Q&A Box
4. Options/Help
5. Title
6. 365 Menu
7. Power BI Home
8. Actions
22. Quiz!
1. Which species of Shark is involved in the most
attacks?
2. What was the largest known age group of
unprovoked attack victims in the 1990s?
3. What was Bill Whitman doing and where,
when he got his arm bitten by a shark in 1947?
23. Visualisation
Basics
Look At
• Adding visualisations to canvas
• Dragging fields to build the visualisation
• Moving & Resizing
• Convert visualisations from one to another
• Simple formatting
24. Combination
Charts
• Use when you want to combine two
different measures on the same chart
• Line/Column, Line/Stacked Columns
• Two X-Axes
• Format Axes etc
• Simple formatting
25. Filters and Slicers
• Filters
• Report Level
• Page Level
• Basic v Advanced
• Slicers
• On-canvas interactive visual filter
• Select All
• Add search
• Single Select
• Formatting
26. Using Maps
• Bubble Map
• Bubble over a World Map
• Use a data field to determine the size of the
bubble
• Filled Map
• Match a country and fill the area
• Use colour to indicate high/low values
• Use Lat/Long if poss
• Declare data types
27. Sharing
• Share Dashboards, Reports and Tiles
• Publish a report to the web
• Share with colleagues
• Create a Group (requires Power BI Pro license)
• Print/Save as PDF
Other people
can
When you:
Share a
dashboard
When you:
Create a
dashboard in
a group
When you:
Publish a
content pack
When you:
Publish to the
web
View and
interact
yes yes yes yes
Edit the
original
no yes no no
Create their
own copies
no yes yes no
Share with
others
colleagues,
yes. others, no
yes no no
28. Add toYour SharePoint
Site
• Add Power BI WebPart to a modern page in SP
Online
• Show a page of your Power BI Report
• Web part options
3. What is Power BI – How do You Get it?
Power BI comes as a suite of tools:
Power BI Service
A Microsoft Azure Cloud based service
Connect to published data sources
Create reports, dashboards
Share dashboards with colleagues
Access with any device using Power BI for Desktop/Tablet
Power BI Desktop
Windows desktop based application which provides data modelling capabilities
Connect to a vast number of on-prem/online data sources and transform/model using Power Query/Power Pivot features
Create measures using DAX
Create reports
Publish to the Power BI service
Power BI Publisher for Excel
Take a range/chart from Excel and publish it as a tile on a dashboard
Creates an image, which you can refresh from Excel
Base concept – how do you connect to data, build a chart/dashboard, and how to you make it available?
DataSets
A source of data for use in reports within Power BI
DataSets can be static ie do not refresh, or Dynamic which refresh on a scheduled basis
Large range of datasets available:
Uploaded Excel, CSV, Power BI Desktop files
Linked Excel, CSV, Power BI Desktop files (stored in OneDrive/SharePoint)
Data pre-packaged in your organisation’s ‘content packs’
Online service content packs e.g. Bing, Facebook, Twitter, SalesForce, CRM 365 etc
SQL Azure Databases/Data Warehouses (pro only)
Show Streaming Data example – pretty cool!
Base concept – different ways of bringing data (e.g. Excel) into Power BI
Import
Bring the data into a DataSet so it can be extended or merged with other data
Copy of the data within Power BI
Upload
No copy of the data in Power BI
Pin charts, ranges, pivot tables to dashboards
Base concept – what is a report and how do reports differ from visualisations?
Reports
A collection of pages containing visualisations
View mode and edit mode
Owners of the report can edit
Pin reports to a dashboard
- Create new report from a data set or
From an existing report (save as)
Base concept – what is a dashboard and what is the difference between a dashboard and a report?
Dashboards
A collection of tiles which have been pinned from reports/other sources
Tiles can span multiple reports/datasets
Dashboards can be shared with other users
Base concept – what is an app
Apps
Consumers need Power BI Pro license
Data Set
Show data in Excel in raw format
Power BI Service – Walkaround
Navigation Bar
Dashboard with tiles
Q&A question box
Options/Help/Feedback
Dashboard title
O365 Menu
Power BI home
Dashboard Actions
5. Simple Visulisations
Create a simple Pie Chart – demo this and let the users do one.
Show all the options for configuring it / labels/colours etc
Click a visualisation to add it to the canvas – it will be grey while no data has been added
See the area where you can drag fields – show how this changes depending on the visualisation selected e.g. Pie Chart, Tree Map
Create pie chart – Count of Medal by Gender
Show how you can move the visualisation around, resize etc
Show how you can convert the visulations to something else and how the data fields remain e.g. convert to tree map, bar chart etc
Add a tree map to compare visualisations -
5. Combination Charts
Use When: You want to combine two different measures on the same chart
A combination chart such as a line + bar is useful to show and compare two measures at the same time
E.g. Number of Athletes + Number of Countries over years
5. Maps
Lat long values better
Declare geography types in the data model
Sharing
Publish to Web
When you publish Power BI reports to the web, you can embed interactive visuals in blog posts, websites, social media, and other online communications, on any device
No authentication
Publishing to web is available on reports in your personal workspace that you can edit
You can't publish to the web reports that were shared with you
Embed Code or Publicly available URL
Manage Publish to Web to remove
Sharing
Publish to Web
When you publish Power BI reports to the web, you can embed interactive visuals in blog posts, websites, social media, and other online communications, on any device
No authentication
Publishing to web is available on reports in your personal workspace that you can edit
You can't publish to the web reports that were shared with you
Embed Code or Publicly available URL
Manage Publish to Web to remove
