1 Introduction Peter Myers Data Analytics Business Intelligence Power BIMicrosoft C+E Technology Training Solution Area Data Analytics Solution Business Intelligence Technology Power BI Introduction In this video I will demonstration What’s New in SQL Server 2016 Analysis Services. Peter Myers

2 Module outline 01: Microsoft Power BI overview02: Working with the Power BI service 03: Connecting to Power BI data sources 04: Creating Power BI Desktop solutions 05: Power BI for the developer Briefly introduce the course consisting of six modules.

3 © 2016 Microsoft Corporation. All rights reserved© 2016 Microsoft Corporation. All rights reserved. Microsoft, Windows, Microsoft Azure, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION

4 Peter Myers Data Analytics Business Intelligence Power BIMicrosoft C+E Technology Training Solution Area Data Analytics Solution Business Intelligence Technology Power BI Module 01 Microsoft Power BI Overview In this video I will demonstration What’s New in SQL Server 2016 Analysis Services. Peter Myers

5 Module outline A new generation of BI Introducing Microsoft Power BIPower BI overview Signing up for Power BI Power BI announcements

6 A new generation of BI Today, BI extends to everyone3rd wave End user BI Analyst to end user 2nd wave Self-service BI IT to end user 1st wave Technical BI Key message: Business intelligence, or BI, has come a long way. During the first two waves of business intelligence, IT professionals and business analysts were the keepers of BI. They made BI accessible and consumable for end users. While this approach still applies to complex business intelligence needs, today there is a new wave. This third wave of BI makes BI available to every kind of user. Talking points: Today we’re going to discuss Power BI, which is a third-wave solution. Power BI enables EVERYONE to collect, analyze, visualize and publish data. This third wave has the potential to expand the reach of analytics to more users than ever before. Existing analytics platforms and tools can be extended, instead of being replaced, by full-featured solutions like Power BI. Power BI directly connects to existing on-premises data, such as Analysis Services tabular models that were created by business analysts in collaboration with IT. Microsoft Excel and the new Power BI Desktop work hand-in-hand with Power BI, publishing reports and models created by business analysts and getting them more easily in the hands of the business users who can gain insight and take action.

7 A new generation of BI Common BI challenges include… End-to-end viewTurning data into business insights is challenging Common BI challenges include… End-to-end view Data often resides in disparate locations, making it difficult to see a complete picture of your business  Multiple data sources Data residing in SaaS solutions, and other external locations, is difficult to access and refresh securely Right data for the right users at the right time Different roles have different needs, and business users need the latest operational data Power BI addresses three common business intelligence challenges that an organization may face: Getting an end-to-end view off what is happening — because data is often in disparate locations, it can be difficult for business users to see a complete picture of your business  Managing multiple data sources — Data residing in SaaS solutions and other external locations can be difficult to manage programmatically, or access and refresh securely Making the right data available to the right users at the right time Mobile business users need the latest operational data at their fingertips, no matter where they are or what device they’re using Different roles have different needs and access levels, so a one-size-fits all solution doesn’t work

8 Introducing Microsoft Power BIExperience your data. Any data, any way, anywhere. Power BI is a cloud-based business analytics service that enables: Fast and easy access to data A live 360º view of the business Data discovery and exploration Insights from any device Collaboration across the organization Anyone to visualize and analyze data Power BI Key message: Power BI is a business analytics service. With Power BI you can now see all of your data through a single pane of glass. Live Power BI dashboards and reports show visualizations and KPIs from data residing both on-premises and in the cloud, providing a consolidated view across your business regardless of where your data lives. Talking points: This is Power BI in a nutshell and the overall benefits to your business. We will look at what this means for the IT Pro and the key benefits for IT on the next slide

9 Introducing Microsoft Power BIKey benefits and differentiators Pre-built content packs, consisting of dashboards and reports, for popular SaaS solutions Real-time dashboard updates Secure, live connection to your data sources, on-premises and in the cloud Intuitive data exploration by using natural language query Key message: There are several capabilities that differentiate Power BI from other offerings in the market. Talking points: Power BI is a cloud-based analytics service that provides faster time to insight. It is used for visualizing, exploring and extracting insights from data. It brings together data from diverse sources to deliver rich, comprehensive views of business operations. What that means is, with Power BI, you can see all of your data through a single pane of glass, and create an analytics environment in minutes to monitor data and share reports. Live dashboards and reports show visualizations and KPIs from data that reside both on-premises and in the cloud, providing a consolidated view across your business regardless of where your data lives. There are several capabilities that are unique to Power BI – these include: Pre-built dashboards and reports for popular SaaS solutions such as Marketo, Salesforce, GitHub, ZenDesk, Dynamics CRM, and many others Dashboards and visualizations that support real-time updates Secure, live connection to on-premises data sources to drive insight across the entire range of organizational information (Analysis Services, Azure SQL Database, SQL Database Auditing, Azure SQL Data Warehouse) Automated scheduled refresh to keep your Power BI data in sync with on premises data sources Native mobile applications for keeping users connected on the go Easy integration with other Microsoft offerings, from Excel to Azure services Intuitive data exploration, which enables users to ask questions of their data in plain English To summarize, Power BI is a SaaS offering that enables anyone to easily connect to their data, create live operational dashboards and explore data via interactive visualizations Integration with familiar Microsoft products, and commitment for scale and availability in Azure Fast deployment, hybrid configuration, secure, and integrated with existing IT systems

10 Power BI overview Data sources Power BI service Content packsSaaS solutions E.g. Marketo, Salesforce, GitHub, Google analytics Content packs Natural language query Sharing & collaboration On-premises data E.g. Analysis Services Live dashboards Organizational content packs Corporate data sources, or external data services Visualizations Azure services E.g. Azure SQL, Stream Analytics Reports Excel files Workbook data or data models Datasets 01001 10101 Power BI Desktop files Related data from files, databases, Azure, and other sources Data refresh

11 Power BI overview Power BI Desktop Power BI REST API Content packsSaaS solutions E.g. Marketo, Salesforce, GitHub, Google analytics Content packs Natural language query Sharing & collaboration On-premises data E.g. Analysis Services Live dashboards Organizational content packs Corporate data sources, or external data services Visualizations Azure services E.g. Azure SQL, Stream Analytics Reports Excel files Workbook data and data models Datasets 01001 10101 Power BI Desktop files Related data from files, databases, Azure, and other sources Data refresh Let’s walk through an overview of how Power BI works. 1. The Power BI service, sometimes referred to as powerbi.com, is what allows you to: Create beautiful visualizations to tell compelling data stories Build rich, live dashboards that turn BI into business insights Create reports & datasets from which you can create visualizations and dashboards Enjoy the benefits of up-to-date data with real-time, automatic and scheduled refreshes Share dashboards easily with other people in your organization Ask questions of data in plain English with Natural Language Query Stay connected to your data all the time with mobile applications 2. Power BI connects to a variety of data sources. These range across both cloud and on-premises sources, and include: A variety of popular SaaS solutions, such as Marketo, Salesforce, GitHub, Dynamics CRM, Zendesk, and several others On-premises databases – Power BI offers live connectivity to SQL Server Analysis Services, which we’ll cover in more detail later. And using a gateway solution, Power BI can connect to other database solutions. Custom data sources – Power BI can connect to any data source you need it to thanks to its extensibility via REST APIs. This includes both proprietary corporate data sources, as well as external data services. For example, if you are a SaaS solution provider, you can work with Microsoft to connect your solution to Power BI. Other Azure services – Power BI integrates tightly with SQL Azure and Stream Analytics, and will be integrating closely with more Azure services over time Power BI Desktop and Excel files – Excel workbooks can be directly connected to Power BI.com, or may be used with Power BI Desktop. Power BI Desktop is a companion application to the Power BI service – it is a desktop tool that supports data analysis and reporting. Like Excel files, Power BI Desktop files may be uploaded to the Power BI service. Power BI Desktop Power BI REST API Prepare Explore Report Share

12 Power BI overview Business user Business analyst BI professionalNo matter what industry, or what role, Power BI is relevant Business user Import data from SaaS sources, and work with dashboards and reports Business analyst Import, reshape, integrate and model data Create compelling reports and visualizations Create content packs to share insights BI professional Connect to live Azure data services Connect to on-premises Analysis Services databases Empower colleagues to create their own reports Developer Integrate applications with Power BI Create real-time dashboards Develop custom visuals This slide can be used to categorize the Power BI features into different roles. During this course, different topics will be relevant to different roles – so it is good to define these early on.

13 Note: Pricing and licensing will be described in the final moduleSigning up for Power BI Sign up can be achieved for free, and within seconds Power BI works only with an organizational account, associated with a work or school address Encourage customers to trial Power BI for free, and to realize the benefits of Power BI Pro features Key message: Get started quickly with the Power BI service (powerbi.com) for faster decision- making by displaying all of your data in one place Talking points: As discussed earlier, you can get started quickly with pre-built content packs for popular SaaS solutions The primary capability of Power BI is that it empowers you to create and customize live dashboards – dashboards that include visualizations from multiple data sources That is, dashboards can show different types of data from a variety of sources, and can use a range of unique visualizations If applicable, you can track status in real-time thanks to support for real-time data sources You have full control over your dashboards – pin any visualization from any report to any dashboard Click through visualizations to access their underlying reports to discover more data and new insights Note: Pricing and licensing will be described in the final module

14 Power BI announcementsGartner positions Microsoft as a leader in BI and Analytics Platform February 2016: Gartner has positioned Microsoft as a Leader, for the ninth consecutive year, in the Magic Quadrant for Business Intelligence and Analytics Platforms For the first time, Microsoft is placed furthest in vision within the Leaders quadrant For further information, read: https://powerbi.microsoft.com/en-us/blog/gartner-positions-microsoft-as-a-leader-in-bi-and-analytics-platforms/ Gartner “Magic Quadrant for Business Intelligence and Analytics Platforms,” by Josh Parenteau, Rita L. Sallam, Cindi Howson Joao Tapadinhas, Kurt Schlegel, Thomas W. Oestreich February 4, 2016 This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Microsoft. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

15 Power BI announcementsOver five million subscribers! 22 March, 2016: At the inaugural Microsoft Data Insight Summit, James Phillips, Corp VP, announced a major milestone for Power BI—the service has exceeded more than five million subscribers For further information, read: https://powerbi.microsoft.com/en-us/blog/gartner-positions-microsoft-as-a-leader-in-bi-and-analytics-platforms/

16 Key takeaways Power BI is a cloud-based business analytics service, delivering end user BI Power BI delivers numerous benefits and differentiators Pre-built content packs Real-time dashboard updates Live connections to on-premises and cloud data sources Intuitive data exploration by using natural language query Integration with familiar Microsoft products and services Fast deployment, hybrid configuration, secure, and integrated with existing IT systems Microsoft is placed furthest in vision within the BI and Analytics Platform Leaders quadrant Use this slide to describe the key takeaways of the module.

17 Resources Power BI site Power BI documentation Power BI community Power BI documentation Power BI community Power BI blog Use this slide to provide relevant resources to allow attendees to continue with deeper content. Tip: Power BI is evolving at a rapid rate. One of the best ways to keep pace with updates is to subscribe to the Power BI blog.

18 Resources Microsoft Cloud and Enterprise Partner ResourcesContinued Microsoft Cloud and Enterprise Partner Resources Includes up-to-date resources: Customer-ready materials Customer evidence Training and labs Demos “What to do next” Gartner positions Microsoft as a leader in BI and Analytics Platforms https://powerbi.microsoft.com/en-us/blog/gartner-positions-microsoft-as-a-leader-in-bi-and-analytics-platforms/

19 © 2016 Microsoft Corporation. All rights reserved© 2016 Microsoft Corporation. All rights reserved. Microsoft, Windows, Microsoft Azure, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION

20 Peter Myers Data Analytics Business Intelligence Power BIMicrosoft C+E Technology Training Solution Area Data Analytics Solution Business Intelligence Technology Power BI Module 02 Working With the Power BI Service In this video I will demonstration What’s New in SQL Server 2016 Analysis Services. Peter Myers

21 Module outline Introducing the Power BI online serviceCreating and exploring reports Assembling dashboards Exploring with Q&A Mobile applications Sharing and collaborating Describing additional capabilities Tenant settings

22 Introducing the Power BI online serviceThe Power BI online service offers a simple, intuitive experience for interacting with data The service and features have been designed to: Simplify engaging with data from heterogeneous sources Fuel faster, more insightful business decisions Deliver a rich, consolidated view of key information, no matter where the underlying data is stored Share data insights Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/88770-services-in-power-bi

23 Introducing the Power BI online serviceContinued Users engage with the service by using a supported web browser, or mobile application Microsoft Edge Internet Explorer, 10 or 11 Chrome desktop, latest version Safari Mac, latest version Firefox desktop, latest version Note: Mobile applications will be covered later in this module

24 Introducing the Power BI online serviceContinued Users typically work with Power BI “building blocks”: Datasets Reports Dashboards Use the Navigation Pane to create, or select items of interest Note: Creating and managing datasets will be covered in the next module

25 Introducing the Power BI online serviceProviding feedback Feedback can be provided to: Convey likelihood of recommending Power BI Explain why this score was given, and adding an optional screenshot Allow participation in helping Microsoft decide which Power BI features should be added next The engineering group have dedicated personnel on “smiley duty” to actively monitor and respond to feedback

26 Creating and exploring reportsCreating reports Use reports to layout visualizations across one or more pages Rich, interactive reports can be created, updated and explored in the web browser experience A report is based on a single dataset Reports consist of one or more pages Each page can be named, and consists of visualizations and shapes Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/65160-visualizations-in-reports

27 Creating and exploring reportsCreating reports Dataset fields are used to layout a visualization Visualization type and format can be adjusted to suit Filtering can be applied at report, page or visualization level Sorting can be set at visualization level

28 Creating and exploring reportsCreating reports: Visualization types Choose from numerous modern visualization types: Filter data: Slicer Display numeric values: Card, Multi Row Card, Table, Matrix, KPI Graphically visualize data: Bar, Column, Line, Combo, Scatter, Waterfall, Pie, Donut, Funnel, Treemap, Gauge, R Script Spatially visualize data: Map, Filled map Import custom visuals Tip: Hover the cursor of each icon to reveal a tooltip description of the visualization type Custom visuals are covered later in this training course

29 Creating and exploring reportsReports are either in Reading View or Editing View In both views, report pages can be opened in Full Screen Mode, or individual visualizations can be popped out/in to see them zoomed in/out In Reading View: Users cannot change the report definition Users can interact by changing filters or sorting Users can highlight values in one visualization to filter other page visualizations Shared reports can only be opened in Reading View In Editing View: Users can interact, as in Reading View Users can also update the report (add/remove/reorder pages or visualizations)

30 Assembling dashboardsDashboards display tiles in a single canvas A tile is sourced by “pinning” either a report, report visualization, or a Q&A response A dashboard can be based on one or more datasets Tiles can be resized and repositioned, and their titles/subtitles can be updated Tiles can be sized to 1-5 units wide/high Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/65158-all-about-dashboards

31 Assembling dashboardsContinued Tiles can be opened in In-Focus Mode, filling the dashboard space The data last updated date is displayed Not available for tiles sourced from Q&A questions Data can also be exported Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/65158-all-about-dashboards

32 Assembling dashboardsContinued Additionally, non data-related tiles can be added to a dashboard, using Web content Images Text boxes Videos Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/65158-all-about-dashboards

33 Assembling dashboardsContinued Dashboards enable interactivity By default, clicking on a tile will drill through to its source However, a custom link (URL) can be set to override this default behavior Dashboard tiles can reflect live, real-time data For non real-time datasets, tile thumbnails are automatically cached every 15 minutes Dashboards can be displayed in Full Screen Mode Additionally, all tiles can be displayed by using Fit to Screen Note: Live dashboards can be achieved with Azure Stream Analytics integration or the Power BI REST API. Both topics are covered later in this course.

34 Exploring with Q&A In the dashboard canvas, use Q&A to ask natural language questions The dashboard must contain at least one tile to connect to a dataset, and Only cloud-based cached datasets are supported Q&A helps formulate an appropriate question Q&A will format your question with suggestions, auto-complete, and even spelling corrections Featured questions can be added to datasets Only English questions are supported Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/70394-q-a-in-power-bi

35 Exploring with Q&A Begin by asking “Show…”Continued Begin by asking “Show…” For example: Show

36 Exploring with Q&A Example

37 Mobile applications Install native mobile applications to access dashboards, available for: Windows iOS (iPhone and iPad) Android Supported capabilities: Set favorites for important visualizations Zoom in and out of visualizations Annotate visualizations and share snapshots with others Configure alerts to receive notifications of critical business KPIs Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/75729-power-bi-app-for-windows https://support.powerbi.com/knowledgebase/topics/78002-iphone-app-power-bi-for-ios https://support.powerbi.com/knowledgebase/topics/85887-power-bi-app-for-android-phones

38 Mobile applications Dashboards can be configured for Phone view alsoContinued Dashboards can be configured for Phone view also Existing dashboard tiles can be resized, repositioned, or removed Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/75729-power-bi-app-for-windows https://support.powerbi.com/knowledgebase/topics/78002-iphone-app-power-bi-for-ios https://support.powerbi.com/knowledgebase/topics/85887-power-bi-app-for-android-phones

39 Mobile applications Continued Power BI Knowledgebase:https://support.powerbi.com/knowledgebase/topics/75729-power-bi-app-for-windows https://support.powerbi.com/knowledgebase/topics/78002-iphone-app-power-bi-for-ios https://support.powerbi.com/knowledgebase/topics/85887-power-bi-app-for-android-phones

40 Sharing and collaborationSharing and collaboration can be achieved by three different, and complimentary, techniques: Sharing dashboards and tiles Office 365 groups Organizational content packs With the exception of on-premises Analysis Services datasets, all users will see the same shared data Requires a Power BI Pro license Power BI knowledgebase: Power BI Pro content: https://support.powerbi.com/knowledgebase/articles/ power-bi-pro-content-what-is-it Non-”Power BI Pro” users can share dashboards. However, a Power BI Pro license is required to interact with, or consume, content using features that are only available to users with a Power BI Pro license.

41 Sharing and collaborationSharing dashboards and tiles Use Sharing to provide ad hoc access to dashboards, or specific tiles Typically suitable for users that work closely together, and that need to view dashboards or specific tiles Shared users must have signed up for Power BI Sharing with external users is possible—if enabled in the Admin portal Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/articles/ share-and-unshare-a-dashboard-from-power-bi Note: Only the Windows mobile app allows sharing specific tiles

42 Sharing and collaborationSharing dashboards and tiles: Continued Shared items are identified by , are read-only and cannot be personalized Dependent datasets are not made visible The dashboard owner can: Allow other users to re-share—internal users only Review shared access, and stop sharing with specific users Save dashboard changes, which then become immediately available to all shared users Dashboards can be shared from a user’s workspace, or from a group

43 Sharing and collaborationSharing dashboards and tiles: Navigation pane It is possible to filter the workspace content by showing/hiding shared assets Power BI knowledgebase: Power BI Pro content: https://support.powerbi.com/knowledgebase/articles/ power-bi-pro-content-what-is-it

44 Sharing and collaborationOffice 365 groups Use Office 365 groups to manage and share content Typically suitable for teams/collaborators with whom you work closely for a common purpose/project Like a user, groups can own content The owner of the group is by default, an admin Group admins can manage the membership, and promote others users as admins Every member of the group: Must belong to the same tenant Has either read-only permission, or complete permissions to update, create and delete the group content Must have the Power BI Pro license Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/ groups-in-power-bi Note: Groups can also share dashboards

45 Sharing and collaborationOrganizational content packs Use organizational content packs to make content available to broad audiences, and to allow personalization Typically suitable for anyone who might be interested in this content A content pack is defined in terms of a title, description, image, and specific items: Datasets Reports Dashboards Power BI Knowledgebase:

46 Sharing and collaborationOrganizational content packs: Continued Content packs are discoverable in the Content Gallery and can be made available to: Entire organization—if enabled in the Admin portal Members of a security or Office 365 group Individuals within the same tenant By default, dashboards and reports are read-only However, members can unlock and personalize them Updates made to a content pack will: Apply automatically to non-personalized content Notify a user that has personalized content, so they may take appropriate action Power BI Pro users only

47 Sharing and collaboratingSummary and comparison of sharing techniques Share Office 365 Group Org Content Pack Purpose Ad hoc Collaboration Broader content delivery Target audience Individuals, or colleagues in or out of the organization Typically suitable for users that work closely together, and that need to view dashboards or specific tiles Office 365 group members Typically suitable for teams/collaborators with whom you work closely for a common purpose/project The entire organization, or members of security or Office 365 groups, or individuals Typically suitable for anyone who might be interested in this content Applies to Dashboards, or specific tiles All content Discovery Automatic, or Invitation Office 365 group Get Data ► My Organization Permission Read-only Datasets are not visible. Reports are in Reading View. Resharing permission can be granted. Read Only, or Edit Members of the group will have equal rights to manage the group content Primarily read-only Members can create a personal copy. Updated content packs that have been personalized will raise a notification. License Power BI and Power BI Pro Power BI Pro only

48 Describing additional capabilitiesPinning SQL Server Reporting Services reports Pinning Excel ranges Pinning snapshots of Excel elements Pinning real-time data (Preview) Quick Insights Analyze in Excel Web publishing Row-level security Data alerts Cortana for Power BI Dashboard data classification

49 Describing additional capabilitiesPinning SQL Server Reporting Services reports Visuals from existing, on-premises Reporting Services reports, can be pinned to Power BI dashboards To setup, use Reporting Services Configuration Manager to register the report server with Power BI To pin visuals, use Report Manager to select a visual and to also configure the frequency of updates (hourly or daily) Updates are achieved by using a Reporting Services subscription Available only with SQL Server 2016 (all editions)

50 Describing additional capabilitiesPinning Excel ranges Ranges can be pinned from Excel workbooks that have been saved in: OneDrive for Business, or Another group-shared document library Ranges can contain data, charts, tables, PivotTables, PivotCharts, and other Excel parts You can view—but not pin—tiles from workbooks that have been shared with you https://powerbi.microsoft.com/en-us/documentation/powerbi-service-pin-a-tile-to-a-dashboard-from-excel/

51 Describing additional capabilitiesPinning snapshots of Excel elements Install the Power BI Publisher for Excel add-in to share snapshots of Excel elements to online dashboards in seconds: Elements include PivotTables, charts, and ranges Requires Excel 2007, or later (32- or 64-bit), and Internet Explorer 10, or later https://powerbi.microsoft.com/en-us/documentation/powerbi-publisher-for-excel/ https://www.microsoft.com/en-us/download/details.aspx?id=50729

52 Describing additional capabilitiesPinning real-time data (Preview) Real-time dashboard tiles can be created by pushing data to the Power BI REST APIs or from streams created in PubNub Create real-time streaming datasets Copy code examples to send data to the streaming dataset (raw JSON, cURL, PowerShell) Configure real-time tiles https://powerbi.microsoft.com/en-us/blog/real-time-in-no-time-with-power-bi/

53 Describing additional capabilitiesPinning real-time data (Preview): Example https://powerbi.microsoft.com/en-us/blog/real-time-in-no-time-with-power-bi/

54 Describing additional capabilitiesQuick Insights Use Quick Insights to generate interesting interactive visualizations based on your data Can be run on entire dataset (Quick Insights), or on a specific dashboard tile (Scoped Quick Insights) Presents up to 32 separate insights in a special Quick Insights canvas Insights can be pinned to dashboards, and to continue further, additional Quick Insights can be run on the insights https://powerbi.microsoft.com/en-us/documentation/powerbi-service-auto-insights/

55 Describing additional capabilitiesAnalyze in Excel With Analyze in Excel, users can view and interact with a Power BI dataset directly in Excel They can then produce PivotTables, charts, and work with slicers based on the dataset that exists in Power BI Supported for Excel 2010 SP1, and later Launched from reports or datasets Requires Excel updates be downloaded and installed https://powerbi.microsoft.com/en-us/documentation/powerbi-service-analyze-in-excel/

56 Describing additional capabilitiesWeb publishing Publish to Web enables easily publishing reports into blogs and websites When you use Publish to web, the report or visual you publish can be viewed by anyone on the Internet There is no authentication used when viewing these reports An embed code is generated, and can be deleted to instantly remove access This feature can be disabled in the Admin portal Warning: Only publish reports and data that the anyone on the Internet (unauthenticated members of the public) should be able to see. Before publishing this report, ensure you have the right to share the data and visualizations publicly. Do not publish confidential or proprietary information. https://powerbi.microsoft.com/en-us/publishtoweb/ https://powerbi.microsoft.com/en-us/documentation/powerbi-service-publish-to-web/

57 Describing additional capabilitiesWeb publishing: Continued Data refreshes are automatically reflected in an embedded report or visual It can take approximately one hour for refreshed data to be visible from embed codes Limitations: Reports using real-time data sources Reports using row-level security Reports using Analysis Services hosted on-premises Reports shared to you directly, or through an organizational content pack Reports in a group in which you are not an edit member "R" Visuals are not currently supported in Publish to web reports https://powerbi.microsoft.com/en-us/publishtoweb/ https://powerbi.microsoft.com/en-us/documentation/powerbi-service-publish-to-web/

58 Describing additional capabilitiesRow-level security It is possible to restrict data access on datasets for given users Filters restrict data at the row level, and are assigned to roles Users are also assigned to roles As the owner of a dataset, it is possible to: Assign users to roles View reports for different roles https://powerbi.microsoft.com/en-us/documentation/powerbi-admin-rls/

59 Describing additional capabilitiesRow-level security: Continued Limitations: Can only be defined on datasets created by using Power BI Desktop Only imported data and DirectQuery connections are supported Q&A and Cortana are not supported Analyze in Excel is not supported External sharing is not supported If applied to a dataset owned by a group, roles will only be applied to read-only members Note: This is a Power BI Pro feature, and will be covered in the Power BI Desktop module.

60 Describing additional capabilitiesData alerts Data alerts notify users of changes beyond set limits Configured on dashboard tiles Fully synchronized across platforms; set and view data alerts in the mobile apps, and also in the Power BI service Alert notifications provide details and links to view the tile or dashboard, and also insights Limitations: Alerts are currently not supported for card tiles with date/time measures Alerts only work with numeric data types Alerts only work on data that is refreshed; they do not work on static data https://powerbi.microsoft.com/en-us/documentation/powerbi-service-set-data-alerts/

61 Describing additional capabilitiesData alerts: Creating or managing https://powerbi.microsoft.com/en-us/documentation/powerbi-service-set-data-alerts/

62 Describing additional capabilitiesCortana for Power BI Cortana (the personal digital assistant) can look for answers in Power BI datasets by asking questions, similar to Q&A Requires: The dataset supports Q&A, and is enabled for Cortana to access The user has Windows 10 version 1511, or later (November 2015 update) The user adds their Power BI account to Windows 10 https://powerbi.microsoft.com/en-us/documentation/powerbi-service-set-data-alerts/ Note: Cortana for Power BI is currently only available in English

63 Describing additional capabilitiesCortana for Power BI: Answer pages Reports can be specifically designed to answer Cortana questions: Enable Q&A Set the page size to Cortana If the report page has page level filters, set Require Single Selection, so Cortana will display the report as an answer if one, and only one, filter item is specified Ensure that the dataset can be accessed by Cortana https://powerbi.microsoft.com/en-us/documentation/powerbi-service-set-data-alerts/

64 Describing additional capabilitiesDashboard data classification Dashboards can be classified to raise awareness of what level of security should be used Classifications can be defined in terms of: Name, shorthand value, whether to display tag and URL The feature must be enabled by the tenant admin https://powerbi.microsoft.com/en-us/documentation/powerbi-service-set-data-alerts/

65 Tenant Settings Tenant settings can be managed by administrators:https://powerbi.microsoft.com/en-us/documentation/powerbi-service-set-data-alerts/

66 Tenant Settings All settingsPublish content packs to the entire organization (default On) Allow sharing content to external users (On) Publish to web (On) Export data (On) Interact with and Share R visuals (On) Allow users to ask questions about their data using Cortana (On) Allow users to use Analyze in Excel with on-premises datasets (On) Allow users to create template organizational content packs (Off) Create audit logs for internal activity auditing and compliance purposes (Off) Data classification for dashboards (Off) https://powerbi.microsoft.com/en-us/documentation/powerbi-service-set-data-alerts/

67 Key takeaways The Power BI online service offers a simple, intuitive experience for interacting with data Users engage with the service by using a supported web browser, or mobile application Dashboards display tiles in a single canvas A tile is sourced by “pinning” either a single report visualization, or a Q&A response Sharing and collaboration can be achieved by three different, and complimentary, techniques: Sharing dashboards and tiles Office 365 groups Organizational content packs Entire reports can be easily published to blogs and website Use this slide to describe the key takeaways of the module.

68 Resources Power BI Dashboards knowledge basehttps://support.powerbi.com/knowledgebase/articles/ dashboards-in-power-bi Q&A in Power BI knowledge base https://support.powerbi.com/knowledgebase/articles/ q-a-in-power-bi Power BI mobile https://powerbi.microsoft.com/mobile Use this slide to provide relevant resources to allow attendees to continue with deeper content.

69 © 2016 Microsoft Corporation. All rights reserved© 2016 Microsoft Corporation. All rights reserved. Microsoft, Windows, Microsoft Azure, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION

70 Peter Myers Data Analytics Business Intelligence Power BIMicrosoft C+E Technology Training Solution Area Data Analytics Solution Business Intelligence Technology Power BI Module 03 Connecting to Power BI Data Sources In this video I will demonstration What’s New in SQL Server 2016 Analysis Services. Peter Myers

71 Module outline Connecting to Power BI data sourcesKeeping data current in Power BI Integration with Azure services

72 Connecting to Power BI data sourcesConnecting to data through Power BI is easy, and can be achieved with a variety of data source formats: Content packs: My Organization Services Files, including: Power BI Desktop files Excel workbooks Databases and data services – cloud and on-premises Note: Organizational content packs were introduced in the previous module Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/63369-get-data https://support.powerbi.com/knowledgebase/topics/88767-files-in-power-bi

73 Connecting to Power BI data sourcesFormats: Content packs: SaaS applications Power BI enables connections to SaaS applications Connections require an existing subscription Each content pack provides pre-built dashboards and reports

74 Connecting to Power BI data sourcesFormats: Files Files can be uploaded, or connected to on OneDrive for Business, OneDrive Personal or SharePoint Online Updates to OneDrive files will appear automatically in dashboards and reports Supported file types: Power BI Desktop files Excel workbooks CSV files Maximum size for uploaded files: 250MB Note: Power BI Desktop files will be covered in the next module

75 Connecting to Power BI data sourcesFormats: Files: Excel 2016 Excel 2016 supports direct publication to the Power BI service Publication must be made to OneDrive for Business Updates made from Excel 2016 will be reflected automatically in Power BI datasets

76 Connecting to Power BI data sourcesFormats: Files: Transposition to Power BI Power BI Desktop files: File ► Power BI dataset Report ► Power BI report An empty dashboard is automatically created, with a token tile to connect to the dataset (i.e. Q&A ready) Excel workbooks: Data model content takes precedence over worksheet content Workbook data model ► Power BI dataset Power View sheets ► Pages of a Power BI report PivotTables, PivotCharts and custom fields are not recognized

77 Connecting to Power BI data sourcesFormats: Database and data services Certain Azure (cloud-based) services are available with Direct Connect Queries are sent back to Azure as users explore and report on data (dashboard tiles refresh every 15 minutes) These experiences are intended for users who are familiar with the databases and entities they connect to Only available with the Power BI Pro license Note: Apache Spark is a fast and general engine for large-scale data processing with Azure HDInsight

78 Connecting to Power BI data sourcesFormats: Database and data services: SQL Server Analysis Services Live connections to on-premises data can be made to SQL Server Analysis Services Supported for SQL Server 2012 and later The user’s identity is passed through, and so read access is required, and role permissions (row filters) will be enforced Q&A natural language querying is not supported Only available with the Power BI Pro license Note: You can now work with live data from Analysis Services with the On-Premises Data Gateway

79 Connecting to Power BI data sourcesAuthentication Power BI connects to data sources as the user Connections require valid accounts that meet the requirements of the specific data source Authentication method is specific to connection type Method Applies to Basic Azure SQL Database | Marketo | OData feeds Account key Azure Blob Store | Azure Table Store | Azure HDInsight OAuth Salesforce | Google Analytics | OData feeds Marketplace key Azure Marketplace Anonymous OData feeds | Web

80 Keeping data current in Power BIPower BI enables online and on-premises data refresh for datasets uploaded from: Power BI Desktop files Excel workbooks, where Power Query or Power Pivot is used to query data Data refresh can be on-demand, or scheduled Minimum schedule frequency is hourly Achieved via a gateway Personal On-Premises Data Gateway Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/articles/ refresh-data-in-power-bi Note: Gateway access required the Power BI Pro license

81 Keeping data current in Power BIAuthentication In order for Power BI to refresh a dataset, credentials must be provided for the data sources included in the dataset Credentials are securely stored so Power BI can connect to the data source on behalf of the user Once specified, the credentials are retained, and may be updated

82 Keeping data current in Power BISupported online data sources for refresh All Azure and Online Services data sources are supported for refresh directly by the Power BI service For datasets created directly from services, and from Power BI Desktop queries

83 Keeping data current in Power BISupported on-premises data sources for refresh Note: A gateway is required to refresh on-premises data sources All other data sources available in Power BI Desktop are supported, except: Hadoop file (HDFS) Microsoft Exchange https://powerbi.microsoft.com/en-us/documentation/powerbi-personal-gateway/

84 Keeping data current in Power BIPower BI Gateway—Personal Users can install the Power BI Gateway—Personal to refresh supported on-premises data sources Only available in 64-bit Runs as a service if configured with an administrator account; otherwise runs as an application Data transfer is secured (SSL) through Azure Service Bus There is no requirement to open any firewall ports Certain scenarios cannot be scheduled for data refresh: Custom SQL statements Excel worksheet data Direct Connect or DirectQuery data sources Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/articles/ data-refresh-in-power-bi

85 Keeping data current in Power BIOn-Premises Data Gateway IT can install the On-Premises Data Gateway to serve large groups of users to refresh supported on-premises data sources It is the successor to the Power BI Gateway—Enterprise IT can: Centrally manage the set of users who have access to the underlying data sources Gain visibility into gateway usage, such as most commonly accessed data sources, and the users accessing them Data sources: SQL Server Analysis Services (Multidimensional and Tabular modes) SQL Server Oracle, Teradata, SAP HANA Power BI Knowledgebase: https://powerbi.microsoft.com/en-us/documentation/powerbi-gateway-enterprise/ Note: For Analysis Services, the Power BI user is passed to Analysis Services as the effective username

86 Integration with Azure servicesAzure and Power BI have the built-in connectivity and integration to bring business intelligence efforts to life Integration can be achieved without the need to develop complex solutions: Direct connect: Azure SQL Database Azure SQL Data Warehouse Spark on Azure HDInsight Power BI Desktop Real-time dashboards with Azure Stream Analytics HDInsight Storage Event Hubs Machine Learning SQL Server Stream Analytics Power BI Note: Direct Connect Azure services were covered earlier in this module Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/articles/ azure-and-power-bi

87 Integration with Azure servicesPower BI Desktop Connect to various Azure services, and create queries Queries can be integrated with other data source types, not necessarily Azure Datasets sourced from a Power BI Desktop file can be refreshed Note: Power BI Desktop is covered in detail in the next module

88 Integration with Azure servicesReal-time dashboards with Azure Stream Analytics Use Azure Stream Analytics to push live, streaming data to Power BI Enables real-time dashboards at scale, over data from devices and applications Can stream millions of events per second Can perform aggregation over time windows Tip: Use Q&A to ask: “Show Web Requests where Timestamp is last minute”

89 Integration with Azure servicesAdvanced analytics Coalesce Azure services together to drive advanced analytics: Azure HDInsight: Big Data processing Azure Machine Learning: Predictive analytics Azure Data Factory: Orchestration at scale

90 Key takeaways Connecting to data through Power BI is easyPower BI enables connections to SaaS applications Files can be uploaded, or connected on OneDrive for Business, OneDrive Personal, or SharePoint Online Live connections to on-premises data can be made to: SQL Server Analysis Services (Multidimensional and Tabular modes) SQL Server Oracle, Teradata, and SAP HANA Power BI enables online and on-premises data refresh Azure and Power BI have the built-in connectivity and integration to easily bring Business Intelligence efforts to life Use this slide to describe the key takeaways of the module.

91 Resources Power BI Get Data knowledge basehttps://support.powerbi.com/knowledgebase/topics/63369-get-data Azure and Power BI knowledge base https://support.powerbi.com/knowledgebase/articles/ azure-and-power-bi Power BI Security whitepaper https://support.powerbi.com/knowledgebase/articles/ power-bi-security Addresses commonly asked Power BI security questions Use this slide to provide relevant resources to allow attendees to continue with deeper content.

92 © 2016 Microsoft Corporation. All rights reserved© 2016 Microsoft Corporation. All rights reserved. Microsoft, Windows, Microsoft Azure, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION

93 Peter Myers Data Analytics Business Intelligence Power BIMicrosoft C+E Technology Training Solution Area Data Analytics Solution Business Intelligence Technology Power BI Module 04 Creating Power BI Desktop Solutions In this video I will demonstration What’s New in SQL Server 2016 Analysis Services. Peter Myers

94 Module outline Introducing Power BI Desktop Creating queriesConfiguring relationships Enhancing the model Securing the model Designing reports Publishing to Power BI Describing additional capabilities

95 Introducing Power BI DesktopPower BI Desktop is a visual data exploration and reporting tool A freely downloadable 32- or 64-bit desktop application optimized for use with the Power BI service Integrates proven Microsoft technologies Excel add-ins: Power Query, Power Pivot and Power View Enables multiple ways to transform schema and data Updated (at least) on a monthly basis Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/68530-power-bi-desktop

96 Introducing Power BI DesktopProviding feedback Feedback can be provided: Send a Smile to convey satisfaction with the tool, or a specific feature Send a Frown to convey the opposite Both options open a mail message, with the opposition to include a screenshot and/or formulas Specific feedback can be sent directly by rating the experience Power BI Knowledgebase: https://support.powerbi.com/knowledgebase/topics/68530-power-bi-desktop

97 Introducing Power BI DesktopUser experience: Getting data A query is defined by “getting data” Source types include File, Database, Azure, Online Services and Other Data can be simply and quickly loaded “as is” Typically: Select type ► Define connection ► Authenticate ► Load Optionally, the Query Editor can be used to transform queries It all begins by connecting to, and retrieving, data. Power BI knowledgebase: https://support.powerbi.com/knowledgebase/articles/ connect-to-data-in-power-bi-designer

98 Introducing Power BI DesktopUser experience: Three views Report view Data view Relationships view The three views provide alternate user experiences to work with their model.

99 Introducing Power BI DesktopUser experience: Report view Work in Report View to create any number of report pages with visualizations It provides almost the same design experience as the report Editing View in the Power BI service A report will have at least one blank page to start, and any number of pages can be added Pages appear, and can be managed, in the navigator pane Power BI knowledge base: https://support.powerbi.com/knowledgebase/articles/ report-view-in-power-bi-designer

100 Introducing Power BI DesktopUser experience: Report view: Continued The intent of the application is to land the user on the report canvas as quickly as possible Built-in intelligence will often infer relationships, and detect data types and categories Evidence suggests that most schemas are relatively simple, and so the optimized path is: Load data ► Visualize Many model transformations can be applied while working in Report View Change data types, formats, calculation formulas Rename fields Sort columns Manage relationships Stress the messaging on this slide, in particular the note about competitor advantage. Note: The versatility of Report View, and the immediate visualization of model transformations, is a strong competitive advantage over many other data analysis and reporting products

101 Introducing Power BI DesktopUser experience: Data view Work in Data View to inspect, explore, and understand data in the model It is a different experience from how you can view tables, columns, and data in Query Editor This is a view of the data after it has been loaded into the model Power BI knowledgebase: https://support.powerbi.com/knowledgebase/articles/ data-view-in-power-bi-desktop

102 Introducing Power BI DesktopUser experience: Relationships view Work in Relationships View to view all tables, columns, measures and relationships in the model Power BI knowledgebase: https://support.powerbi.com/knowledgebase/articles/ relationship-view-in-power-bi-desktop

103 Introducing Power BI DesktopComplex schemas: Development methodology In contrast to the simple and quick “get then visualize” approach, more complex schemas may follow this methodology: Create queries and use the Query Editor to filter, cleanse and reshape data Configure/refine relationships to establish the foundations of a model Enrich the model with calculation logic and formatting Design interactive reports with a broad range of modern data visualizations Publish solutions directly to the Power BI service Create queries Configure relationships Enhance the model Design reports Publish to Power BI

104 Configure relationshipsCreating queries Create queries Configure relationships Enhance the model Design reports Publish to Power BI Queries can be edited before loading into the model Once created, each query: Is referenced by a unique name Defines query steps by using the language “M” Most query step logic does not require writing formulas Advanced logic can be written, and even exposed as functions Is used to load data into a model table https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-data-sources/

105 Creating queries Source types: File

106 Creating queries Source types: Database

107 Creating queries Source types: Azure

108 Creating queries The list also includes: Source types: Online ServicesSmartsheet SQL Sentry (Beta) Stripe (Beta) SweetIQ (Beta) Troux (Beta) Twilio (Beta) tyGraph (Beta) WebTrends (Beta) Zendesk (Beta) * As at 25 August, 2016 And the list is growing!

109 Creating queries Source types: Other Note: The following are not supported for on-premises refresh Hadoop File (HDFS) Microsoft Exchange

110 Creating queries DirectQuery mode Connections made to supported data sources can connect directly by using DirectQuery: SQL Server Azure SQL Database Azure SQL Data Warehouse SAP HANA Oracle Database Teradata Database Amazon Redshift (Preview) https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-use-directquery/

111 Creating queries When published to the Power BI Service: Benefits:DirectQuery mode: Continued When published to the Power BI Service: Until credentials are supplied, opening a published report or exploring a dataset created with a DirectQuery connection to an online service results in an error For on-premises data sources that use DirectQuery, an On-Premises Data Gateway must be installed and the data sources must be registered to establish a data connection Benefits: Allows building visualizations over very large datasets Reports always use current data

112 Creating queries Limitations: DirectyQuery mode: ContinuedAll tables must come from a single database The Query Editor query cannot be overly complex DAX formula are restricted to a subset of the DAX functions Relationship filtering is limited to a single direction, rather than both directions If enabled, a preview feature allows cross filtering in both directions The data type of a column cannot be changed Q&A is not supported Quick Insights are not available

113 Creating queries Defining query steps The Query Editor can be used to filter, cleanse and reshape data into the desired result Steps can easily be produced by applying column filters, and by using the commands available from the ribbon, or the query and column context menus It is possible to select a step and preview the data at that step Steps can be removed – but take care not to remove a step that downstream steps depend on Step formulas can be viewed or edited in the formula bar

114 Creating queries Defining query steps: Commands Numerous commands are available on the Query Editor ribbons and context menus to: Manage columns Reduce rows, including removing errors Transform Split Add columns, by using formulas As the editor experience is WYSIWYG, users can easily experiment and roll-back changes

115 Creating queries New queries can be created by:Defining query steps: Combining queries New queries can be created by: Merging two queries (joining on a common column) Appending two queries (union) Merge join options include:

116 Configuring relationshipsCreate queries Configure relationships Enhance the model Design reports Publish to Power BI Relationships enable filters on one table to appropriately propagate filter to other tables Note: Relationships are not foreign key (integrity) constraints They can be defined between any two tables, regardless of their data connection or source type However, they must be based on single columns with matching data types There is no support for self-referencing relationships

117 Configuring relationshipsAdvanced options It is possible to define multiple relationship paths between two tables One relationship must be active, and will be used by default during model browsing The remaining relationships are inactive, and can be used explicitly in model calculations

118 Configuring relationshipsAdvanced options: Continued Configure relationship advanced options to set: Cardinality Cross filter direction The Both option enables many-to-many analysis Active/inactive Tip: All options can be interpreted from symbols used in the relationship diagram

119 Configure relationshipsEnhancing the model Create queries Configure relationships Enhance the model Design reports Publish to Power BI Model tables can be extended with hierarchies, calculations, and may be hidden (i.e. not for reporting) Model column properties can be set: Data type Format Categorization Spatial types, or web URLs Sort order, based on another column from the same table Default summarization (numeric, text and date columns) Visibility

120 Enhancing the model Hierarchies Hierarchies can be added to a table, enabling navigation between columns (in the one-to-many direction)

121 Note: DAX theory is not covered in this training courseEnhancing the model Calculations There are three different types of calculations, and each are defined by using DAX: Calculated columns Calculated tables Measures DAX = Data Analysis EXpressions (DAX), consisting of: Excel functions (~80 functions) Table functions Aggregate functions Relationship navigation functions Context modification functions Time Intelligence functions Note: DAX theory is not covered in this training course

122 Enhancing the model Calculations: Calculated columns Define Calculated Columns to add new columns to tables Column values for each row are materialized and stored in the model If possible, to reduce the model size, avoid creating them Column values are recalculated when: The table is refreshed Formula dependencies are refreshed

123 Note: This is an advanced design conceptEnhancing the model Calculations: Calculated tables Define Calculated Tables to add new tables to the model, based on existing data from other tables Calculated tables are generally best for intermediate calculations of data stored in the model, rather than calculated on the fly Calculated tables appear in Relationship View, and relationships can be defined with other tables If possible, to reduce the model size, avoid creating them Calculated tables are recalculated in the same circumstances as calculated columns Power BI knowledgebase: https://support.powerbi.com/knowledgebase/articles/ calculated-tables-in-power-bi-desktop Note: This is an advanced design concept

124 Enhancing the model Calculations: Measures Define Measures to add aggregation logic to the model Values are not materialized in the model Formulas are evaluated at query time Common aggregate functions: Sum Count, Distinct Count Average Minimum, Maximum Note: Summarizable columns are aggregated by reports—so defining measures is not necessary for simple aggregation requirements

125 Enhancing the model Tuning the model The model design can be tuned to improve its usefulness and Q&A response accuracy Set appropriate column data types, formats and categorization Ensure relationships are configured Ensure table and columns are visible/hidden Ensure table, column and measure names are unique and concise Define synonyms (in Relationships view) for tables, columns, and calculations

126 Securing the model It is possible to restrict data access to datasets for given users Filters restrict data at the row level, and are assigned to roles Users are also assigned to roles Roles are defined in Power BI Desktop DAX expressions are used to filter tables, and can use the USERNAME() function to retrieve the current user name Within Power BI Desktop, USERNAME() will return a user in the format of DOMAIN\User Within the Power BI service, USERNAME() will return the user's User Principal Name (UPN)—looks similar to an address Users are assigned in the Power BI service https://powerbi.microsoft.com/en-us/documentation/powerbi-admin-rls/

127 Row-level security is a Power BI Pro featureSecuring the model Row-level security: Continued Limitations: Only imported data and DirectQuery connections are supported Q&A and Cortana are not supported Analyze in Excel is not supported External sharing is not supported Row-level security is a Power BI Pro feature

128 Configure relationshipsDesigning reports Create queries Configure relationships Enhance the model Design reports Publish to Power BI Reports can be designed based on the visible model interface The design experience is almost the same as is available in the Power BI online service Text boxes, images and shapes can be added Text boxes can contain hyperlinks

129 Designing reports Custom visuals Custom visuals can be imported to extend beyond the out-of-the-box visualizations A gallery of visuals created by the Power BI community is available at https://app.powerbi.com/visuals Browse through the visuals or submit one of your own for others to use The list of available visuals is growing each month Custom visuals will render in the Power BI service Note: The topic of custom visual development is covered later in this training course

130 Designing reports Custom visuals: Gallery (subset)* And the list is growing!

131 Configure relationshipsPublishing to Power BI Create queries Configure relationships Enhance the model Design reports Publish to Power BI The Power BI Desktop file can be uploaded to the Power BI service, or published directly Publish directly to your workspace or a group Note, if overwriting an existing dataset: If there are two or more datasets with the same name, remove one, or rename the Power BI Desktop file Renaming columns or measures can break existing reports or dashboard tiles

132 Publishing to Power BI Continued If row-level security roles have been defined, once published, assign users to roles

133 Describing additional capabilitiesQuery parameters Power BI template files Running R scripts Generating R visuals Shape maps (Preview) https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-shape-map/

134 Describing additional capabilitiesQuery parameters Query parameters allow users to easily make parts of their reports and data models depend on one or more parameter values Parameters are defined in terms of: Name, Description, Type, Allowed Values, Default and Current Value Parameters are like other queries, and can be referenced from queries and loaded to the data model https://powerbi.microsoft.com/en-us/blog/deep-dive-into-query-parameters-and-power-bi-templates/

135 Describing additional capabilitiesQuery parameters: Continued Many UX dialogs support referencing parameters, including: Data source dialogs Filter Rows dialog Replace Values dialog https://powerbi.microsoft.com/en-us/blog/deep-dive-into-query-parameters-and-power-bi-templates/

136 Describing additional capabilitiesPower BI template files Templates allow users to export the definition of a Power BI Desktop report without including the actual data Power BI Desktop report = query definitions + data model + report + parameters, if any Users can easily instantiate a template by using Power BI Desktop, which will ask them for parameter values (if required) and create a new Power BI Desktop report (PBIX file) based upon the contents in the template file (PBIT file) https://powerbi.microsoft.com/en-us/blog/deep-dive-into-query-parameters-and-power-bi-templates/

137 Describing additional capabilitiesRunning R scripts R scripts can be ran directly in Power BI Desktop, and resulting datasets imported into a Power BI Desktop data model R must be installed on the local machine Only data frames are imported Columns typed as Complex and Vector are not imported Can be refreshed with a gateway https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-r-scripts/

138 Describing additional capabilitiesGenerating R visuals R visuals render from R script, accepting input fields Benefits: Leverage the voluminous and growing number of out-of-the-box plots available in R Easily customize R visuals by developing the script Combine advanced analytics in visuals Interact with R visuals in Power BI Desktop (filter, and cross-filter are supported) https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-r-visuals/

139 Describing additional capabilitiesShape maps (Preview) A Shape Map visual shows relative comparisons of regions on a map by applying different colors to different regions In contrast to the Map visual, Shape Map cannot show precise geographical locations of data points on a map; instead, its main purpose is to show relative comparisons of regions on a map by coloring them differently https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-shape-map/

140 Describing additional capabilitiesShape maps (Preview): Continued Custom maps can be used provided they are in the TopoJSON format Possibilities: Display geographical, seating arrangements, floor plans, etc. https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-shape-map/

141 Key takeaways Power BI Desktop is a companion desktop application to Power BI Power BI Desktop is a visual data exploration and reporting tool The tool enables simple and quick visualization of data For complex schemas, a development methodology can involve: Creating queries Configuring relationships Enhancing the model with hierarchies and calculations Designing reports, including the use of custom visuals Publishing to Power BI The user can choose to work in the way that makes sense to them Power BI Desktop files, once published, can have their data sources refreshed Use this slide to describe the key takeaways of the module.

142 Resources Power BI Desktop knowledge basehttps://support.powerbi.com/knowledgebase/topics/68530-power-bi-desktop Tips and tricks for creating reports in Power BI Desktop https://support.powerbi.com/knowledgebase/articles/ tips-and-tricks-for-creating-reports-in-power-bi-d DAX Resource Center “Your one stop shop for all things DAX” Use this slide to provide relevant resources to allow attendees to continue with deeper content.

143 Resources Power BI Visuals Gallery https://app.powerbi.com/visualsUse this slide to provide relevant resources to allow attendees to continue with deeper content.

144 © 2016 Microsoft Corporation. All rights reserved© 2016 Microsoft Corporation. All rights reserved. Microsoft, Windows, Microsoft Azure, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION

145 Peter Myers Data Analytics Business Intelligence Power BIMicrosoft C+E Technology Training Solution Area Data Analytics Solution Business Intelligence Technology Power BI Module 05 Power BI For the Developer In this video I will demonstration What’s New in SQL Server 2016 Analysis Services. Peter Myers

146 Module outline Extending Power BI Power BI REST API Custom visualsAzure Power BI Embedded

147 Extending Power BI Exciting opportunities exist for developers to extend, embed and customize the Power BI experience Power BI REST API Integrate Power BI into an app Custom visuals Azure Power BI Embedded

148 Power BI REST API Use the Power BI REST API to push data directly from an application into a Power BI dataset Client application Web application Programmatically manage resources: Datasets Tables Dashboards will update in real-time as data is added No more waiting, or needing to press the Refresh button!  Power BI Knowledgebase: https://powerbi.microsoft.com/developers

149 Power BI REST API Object model hierarchy A Power BI workspace can have multiple datasets, which are identified by a GUID A dataset can: Be owned by a user or a group Have multiple tables, which are referenced by name A table has multiple rows Datasets Tables Power BI Rows

150 Power BI REST API Authentication An application must be registered, and is required to establish an identity for the application Applications are identified by their Client ID Permissions are delegated to the Power BI service REST API calls are made on behalf of an authenticated user by passing a token in the “Authorization” header

151 Power BI REST API An application can be registered withApplication registration An application can be registered with Power BI App Registration Tool at or Azure Management Portal The Power BI App Registration Tool is the easiest option since there are just a few fields to fill in If you want to make changes to you app, this can only be done through the Azure Management Portal

152 Power BI REST API Authentication flow: Client application

153 Power BI REST API Authentication flow: Web application

154 Power BI REST API Operations Operation Method List all datasets GETReturns a JSON list of all dataset objects that includes a name and dataset ID Create a dataset POST Creates a new dataset with the schema definition that is in the JSON body, and returns the dataset ID and the properties of the objects created List all tables Returns a JSON list of tables for the specified dataset Update an existing table schema PUT Add rows to a table in a dataset Clear the rows in a table DELETE List all groups Returns a JSON list of all the groups of which the user is a member List all dashboards (In preview) List all tiles (In preview) Returns a JSON list of tiles for the specified dashboard. Use this method to retrieve the embed URL. List all reports (In preview) Use this method to retrieve the embed URL Useful link:

155 Power BI REST API Example: List all datasets Request ResponseGET https://api.powerbi.com/v1.0/myorg/datasets HTTP/1.1 Authorization: Bearer {AAD Token} Content-Type: application/json; charset=utf-8 Response { "datasets": [ "id": "2C0CCF12-A A C249D5B9", "name": "Music" }, "id": "C446840B-94AD-4B C276E69B8FAA", "name": "SalesMarketing" } ]

156 Power BI REST API Example: Add a row to a table in a dataset RequestPOST https://api.powerbi.com/v1.0/myorg/datasets/2C0CCF12-A A C249D5B9 /Tables/Product/Rows HTTP/1.1 Authorization: Bearer {AAD Token} Content-Type: application/json; charset=utf-8 { "rows": [ "ProductID":1, "Name":"Adjustable Race", "Category":"Components", "IsCompete":true, "ManufacturedOn":"07/30/2014" } ]

157 Power BI REST API Maximum rows per single push: 10KRestrictions Maximum rows per single push: 10K Note that ingestion rates are restricted by license: Power BI license: 10K rows/hour Power BI Pro license : 1M rows/hour Maximum rows per table: 5M A dataset is defined with a retention policy: none: Rows will be collected to the limit basicFIFO: Will keep up to 200K rows, and remove the oldest rows as new rows are added Maximum pending requests: 5

158 Integrate Power BI Integrate a Power BI tile or report into an app with an IFrame HTML element For example, create a custom mobile app to display real-time Power BI tiles and reports on the user’s mobile device Use the REST API to retrieve the embed URL Once embedded, a click event handler can be added to enable navigation to the dashboard This capability is presently in preview Useful link: https://powerbi.microsoft.com/custom-visuals

159 Custom visuals Developers can develop custom visuals for use in Power BI solutions To help developers get started, Microsoft has published the code for all of their visualizations This is all available as an open source project on GitHub The project contains over 20 visualization types, the framework to run them, and the testing infrastructure that enables you to build high quality visualizations The framework provides all the interfaces required to integrate fully with Power BI's selection, filtering, and other UI experiences Developers are encouraged to submit their custom visuals to the Power BI Visuals Gallery for sharing with the Power BI community Useful link: https://powerbi.microsoft.com/custom-visuals

160 Azure Power BI EmbeddedAzure Power BI Embedded is an Azure service, enabling the integration of Power BI reports into apps https://azure.microsoft.com/en-us/services/power-bi-embedded/

161 Azure Power BI EmbeddedCreate compelling interactive reports Embed easily for faster time to value Deploy quickly and manage with ease https://azure.microsoft.com/en-us/services/power-bi-embedded/

162 Azure Power BI EmbeddedKey attributes Easily author interactive reports without writing any code using Power BI Desktop Choose modern visualizations out-of-the-box or customize without building them from scratch for your reports Easily embed interactive visuals in your app using REST APIs and the Power BI SDK Ensure consistent high-fidelity data experiences on any device Use your existing authentication and authorization methods Speed up time to value without redesigning your existing app Pay only for what you use with no upfront costs https://azure.microsoft.com/en-us/services/power-bi-embedded/

163 Azure Power BI EmbeddedConceptual model Microsoft Azure subscription Embed End users Workspace Workspace collection 1,N Developer Your app Azure SQL Data Warehouse Azure SQL Database on Azure HDInsight https://azure.microsoft.com/en-us/services/power-bi-embedded/

164 Azure Power BI EmbeddedPricing Free: 100 sessions/month Standard: USD 0.05/session Session = “A session ends when either the user closes the report, or one hour after the session was initiated, whichever comes first.” https://azure.microsoft.com/en-us/services/power-bi-embedded/

165 Key takeaways The Power BI REST API can push data directly from an application into a Power BI dataset Developers can integrate Power BI tiles and reports into application Developers can develop custom visuals for use in Power BI solutions Developers can embed compelling, interactive reports within their web apps Use this slide to describe the key takeaways of the module.

166 Resources Power BI Developer Center Power BI App Registration Toolhttps://powerbi.microsoft.com/developers Power BI App Registration Tool Power BI REST API Console Test each of the REST API operations using the console interface Use this slide to provide relevant resources to allow attendees to continue with deeper content.

167 Resources GitHub: Integrate a tile into an apphttps://github.com/Microsoft/PowerBI-CSharp/tree/master/samples/webforms/embed-a-tile-into-an-app GitHub: Integrate a report into an app https://github.com/Microsoft/PowerBI-CSharp/tree/master/samples/webforms/embed-a-report-into-an-app Use this slide to provide relevant resources to allow attendees to continue with deeper content.

168 Resources Extend Power BI with Custom Visuals Power BI Visuals Galleryhttps://powerbi.microsoft.com/custom-visuals https://github.com/microsoft/powerbi-visuals Power BI Visuals Gallery https://app.powerbi.com/visuals Submit custom visuals for discovery and use by the Power BI community Azure Power BI Embedded https://azure.microsoft.com/en-us/services/power-bi-embedded https://azure.microsoft.com/en-us/pricing/details/power-bi-embedded/ Use this slide to provide relevant resources to allow attendees to continue with deeper content.

169 © 2016 Microsoft Corporation. All rights reserved© 2016 Microsoft Corporation. All rights reserved. Microsoft, Windows, Microsoft Azure, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION

170 Summary Peter Myers Data Analytics Business Intelligence Power BIMicrosoft C+E Technology Training Solution Area Data Analytics Solution Business Intelligence Technology Power BI Summary In this video I will demonstration What’s New in SQL Server 2016 Analysis Services. Peter Myers

171 Summary outline Power BI overview Power BI benefits by rolePower BI licensing Signing up for Power BI

172 Power BI overview Power BI Desktop Power BI REST API Content packsSaaS solutions E.g. Marketo, Salesforce, GitHub, Google analytics Content packs Natural language query Sharing & collaboration On-premises data E.g. Analysis Services Live dashboards Organizational content packs Corporate data sources or external data services Visualizations Azure services E.g. Azure SQL, Stream Analytics Reports Excel files Workbook data and data models Datasets 01001 10101 Power BI Desktop files Related data from files, databases, Azure, and other sources Data refresh Power BI Desktop Power BI REST API Prepare Explore Report Share

173 Power BI benefits by roleWhatever the role, Power BI brings all data together Business user Import data from SaaS sources, and work with dashboards and reports Business analyst Import, reshape and model data Create compelling reports and visualizations Create content packs to share insights BI professional Connect to live Azure data services Connect to on-premises Analysis Services databases Empower colleagues to create their own reports Developer Integrate applications with Power BI Create real-time dashboards Develop custom visuals

174 Power BI licensing Two licenses are available:Power BI: Free!  Power BI Pro: Currently USD 9.99/month with an annual subscription (Academic, government and non-profit pricing is available) Encourage customers to review the pricing and feature matrix https://powerbi.microsoft.com/pricing Power BI Pro trial license can be obtained for 60 days Encourage customers to review the pricing and feature matrix: https://powerbi.microsoft.com/pricing

175 Power BI licensing In short, the differences between the two licenses:Feature differences In short, the differences between the two licenses: Feature Power BI (Free) Power BI Pro Data capacity limit 1 GB/user 10 GB/user Consume content that is scheduled to refresh Daily Up to 8 times per day Data streaming rate 10K rows/hour 1M rows/hour Consume live data sources will full interactivity No Yes Access on-premises data with gateways Share dashboards All other collaboration features Row-level security for users and groups This slide conveniently summarizes the differences between the two license tiers. Power BI knowledgebase: Power BI Pro content: https://support.powerbi.com/knowledgebase/articles/ power-bi-pro-content-what-is-it Non-”Power BI Pro” users can share dashboards. However, a Power BI Pro license is required to interact with, or consume, content using features that are only available to users with a Power BI Pro license.

176 Resources Power BI pricinghttps://powerbi.microsoft.com/pricing Microsoft Cloud and Enterprise Partner Resources Includes up-to-date resources: Customer-ready materials Customer evidence Training and labs Demos “What to do next” Use this slide to provide relevant resources to allow attendees to continue with deeper content.

177 Resources Continued https://technet.microsoft.com/en-us/virtuallabsSearch the growing library of Power BI technical labs Use this slide to provide relevant resources to allow attendees to continue with deeper content.

178 Get started today at powerbi.comSign up for a free Preview account  Take the Power BI Tour Use this slide to wrap up the training event, and to encourage attendees to sign up for Power BI by using their organization account.

179 © 2016 Microsoft Corporation. All rights reserved© 2016 Microsoft Corporation. All rights reserved. Microsoft, Windows, Microsoft Azure, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION