Patrick LeBlancSQL & BI

Sr. Technical Specialist

Configuring Power BI in Office 365

3

Patrick LeBlanc

Twitter: patrickdba

Author: Latest book, SQL Server 2012 Step by Step

Blog: http://patrickdleblanc.com

Experience:I have been working with SQL Server a long

time!!!!!

pleblanc@microsoft.com

Session Objective(s):

Understand the Power BI offering in Office 365

Understand what you need to use Power BI

Understand how to configure Power BI in Office 365

Key Takeaways:

You need Excel and SharePoint Online

Power BI is a Holistic BI solution

Session Objectives And Takeaways

Choosing the Correct Plan(What you Need) If you currently

subscribe to E3 or E4 you have access to SharePoint and Excel you need the following:

If you have either Office 365 ProPlus or Office 2013 Professional Plus you have access to Excel and need the following:

If you don’t have the latest version of Excel or a SharePoint Online Plan 2 you will need the following:

Power BI for Office 365

BI Sites

Scheduled Data Refresh

Enterprise Data Search

Data Stewardship

Mobile BI Service

Natural Language Query

SharePoint Online Plan 2

Excel

Data Discovery & Access

Modeling & Analysis

Visualization

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You need Office 365 ProPlus for a few things in

Excel!!!

Excel Power BI | Capabilities

Analyze

Visualize

DiscoverSearch and combine public and corporate data with Power Query

Model & analyze 100’s of millions of rows lightning fast with Power Pivot

Explore and visualize data in new ways with Power View and Power Map

Power BI for Office 365 | Capabilities

Collaborate and share workbooks in the cloud with Power BI Sites

BI Sites

Search-based data visualization

Data Refresh

Enterprise Data Search

Mobile Access

Data Stewardship

Power BI for Office 365 | Capabilities

Manage and share data queries for colleagues.BI Sites

Search-based data visualization

Data Refresh

Enterprise Data Search

Mobile Access

Data Stewardship

Power BI for Office 365 | Capabilities Keep data current with scheduled refresh to on-premises

data Data Management Gateway

BI Sites

Search-based data visualization

Data Refresh

Enterprise Data Search

Mobile Access

Data Stewardship

Data Management GatewayInstalled on your on-premises network

Cloud

On Premises

Power BI for Office 365 | Capabilities

Enable data search across corporate data with the Data CatalogBI Sites

Search-based data visualization

Data Refresh

Enterprise Data Search

Mobile Access

Data Stewardship

Corporate Data

Sources

Power BI for Office 365 | Capabilities

Stay connected from anywhere with HTML5 and the Power BI mobile appBI Sites

Search-based data visualization

Data Refresh

Enterprise Data Search

Mobile Access

Data Stewardship

Power BI for Office 365 | Capabilities BI Sites

Search-based data visualization

Data Refresh

Enterprise Data Search

Mobile Access

Data Stewardship

Find answers with search-based data visualization with Q&A

1. Sign up for Power BI

2. Set up Power BI

3. From Office 365 site, click Sites in upper right-hand corner

4. Click the Team Site tile

5. Click Site Contents in left navigation pane

6. In the Site Contents page, click Power BI site

Provisioning Power BI

Setup Power BIDemo

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Power BI Admin CenterSystem Health

Getting Started

Gateways

Role Mgmnt

Settings

Data Sources

View logging information from administrative operations

Power BI Admin CenterSystem Health

Getting Started

Gateways

Role Mgmnt

Settings

Data Sources

Manage on-premises data sources

Power BI Admin CenterSystem Health

Getting Started

Gateways

Role Mgmnt

Settings

Data Sources

Connect Power BI to a data source in a Corporate Environment.

Power BI Admin CenterSystem Health

Getting Started

Gateways

Role Mgmnt

Settings

Data Sources

Add other administrators and data stewards

Power BI Admin CenterSystem Health

Getting Started

Gateways

Role Mgmnt

Settings

Data Sources

Configure general settings and notification settings

Power BI Admin CenterSystem Health

Getting Started

Gateways

Role Mgmnt

Settings

Data Sources

Get started with the Power BI admin center

Power BI Admin CenterDemo

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• Download and Install DMG client agent that provides access to on-premises data sources

• Create, Edit and Manage Gateways and Data Sources

• Configure Data Sources to refresh Power Pivot workbooks and expose as Odata Feeds

• Schedule Data Refresh

• Manage Data Stewards

• View Shared Queries Usage Analytics

Data Management Experience (Power BI)

Data Management Gateway (DMG)Keep data current with scheduled refresh to on-premises data

Data Management Gateway

Cloud

On Premises

Data Management GatewayInstalled on your on-premises network

Gateway

Data Source

Power Query

Data ManagementDemo

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• Share and Manage Queries

• Connect and Consume Data Sources

• Request Access to Data Sources

• View and Manage Queries

• Certify Queries

Data Management Experience (Power Query)

Access Data with Power QuerySearch and access internal & external data

Clean, transform, and shape data

Merge and combine data from multiple sourcesLightning fast analytics with in-memory technology

Model relationships, custom measures, hierarchies, and KPI’s

Bring your data to life with interactive visualization

Explore data in new ways to discover hidden insights

With Power BI You Can Access More!

Power Query Announcement!

Model Data with Power PivotSearch and find internal & external data

Clean, transform, and shape data

Merge and combine data from multiple sourcesLightning fast analytics with in-memory technology

Model relationships, custom measures, hierarchies, and KPI’s

Bring your data to life with interactive visualization

Explore data in new ways to discover hidden insights

With Office 365 ProPlus

Powerful Self-Service BI with Excel 2013 Search and find internal &

external data

Clean, transform, and shape data

Merge and combine data from multiple sourcesLightning fast analytics with xVelocity in-memory technology

Model relationships, custom measures, hierarchies, and KPI’s

Bring your data to life with interactive visualization

Explore data in new ways to uncover hidden insights

Powerful Self-Service BI with Excel 2013 Search and find internal &

external data

Clean, transform, and shape data

Merge and combine data from multiple sourcesLightning fast analytics with xVelocity in-memory technology

Model relationships, custom measures, hierarchies, and KPI’s

Bring your data to life with interactive visualization

Explore data in new ways to discover hidden insights

• Use Power Pivot Create Models Visualize Data Enhance Models for Q&A

• Upload, Enable and Share Reports

Model and Visualize Data with Power Pivot

Excel Self-ServiceDemo

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Collaborate and Stay Connected with Office 365Easily setup powerful BI sites

Share live reports with data refresh from on-prem sources

Manage and share data sets and monitor usageAsk questions in the natural language speech bubble

Get back answers as the system generates data visualizations

View Power View reports on any device with HTML5 support

Discover and explore all your favorite reports with the mobile BI app

Q&A

Collaborate and Stay Connected with Office 365Easily setup powerful BI sites

Share live reports with data refresh from on-prem sources

Manage and share data sets and monitor usageAsk questions in the natural language speech bubble

Get back answers as the system generates data visualizations

View Power View reports on any device with HTML5 support

Discover and explore all your favorite reports with the mobile BI app

Q&A

Adding my site

1. https://pjka-my.sharepoint.com

2. personal

3. pleblanc_pjka_onmicrosoft_com (periods replaced with underscores)

https://pjka-my.sharepoint.com/personal/pleblanc_pjka_onmicrosoft_com

Collaborate with Office 365Demo

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Power BI Opportunities

• Companies looking to reduce their hardware footprint

• Lack human resource with SharePoint (BI) Skills

• Mobile Business Intelligence Capabilities

• Collaboration

Call to Action

• Follow-up with your Account Team

Evaluate Power BI

Access your PowerBI trial and leverage the free online training resources

Engage with Microsoft

Session Objective(s):

Understand the Power BI offering in Office 365

Understand what you need to use Power BI

Understand how to configure Power BI in Office 365

Key Takeaways:

You need Excel and SharePoint Online

Power BI is a Holistic BI solution

Session Objectives And Takeaways

Any Questions?

40

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