making smarter business decisions with power bi
DESCRIPTION
See what components put the ‘Power’ into Power BI, and how they work together to enable self-service business intelligenceTRANSCRIPT
Leveraging Power BIto Make Smart Business Decisions
Megan CaauweBusiness Intelligence Consultant
Agenda
What is Power BI?Concept• Identify and explain the toolset
How do you get started?Demo• How can you find and connect important data?• How does the resulting data model feed the visualization tools?• How can you share discovered insights with others?
Questions & AnswersWrap-up
Getting to Know You
Who has heard some of the Power BI buzz?
• We already have Power BI at our company!• Have heard about it, and did a bit of digging/playing on my own.• Saw something about it once … but that’s about it.• Never heard of it.
Which of the following best describes your role in the company?
• Member of a Management Team• Member of an IT Team• Tech-savvy Business User• Other
Audience Poll
Microsoft Power BI Toolset
Power Query• Discover• Combine• Transform• Share*
Power Pivot• Connect• Extend• Train
Behavior
Power View• Visualize• Interact• Share• Forecast*
Power Map• Visualize• Share
Q&A*• Ask• Interact• Share
Quick-reference
Specifics on Power Query
DiscoverCan pull data directly from many types of sources.
Contents of Excel, CSV, XML, and Text files or even lists of files and associated metadata from within local or network-based folders.
Databases such as SQL, Oracle, DB2, MySQL, Sybase, etc.SharePoint lists, OData feeds, Active Directory, SAP BusinessObjects, etc.
CombineCan merge/append multiple queries from differing data sources together to form a single “table” for analysis.
TransformCan use options within the Query Editor to clean up and refine the query results.
Rename, add, or remove columns
Transpose an entire table, or simply unpivot a single column
Split single columns based on delimiter or number of characters
Change formatting within a column
Share*Publish common queries out to O365 for others to find and use
Power Query DemonstrationIn addition to connecting to existing database content, Power Query can isolate table types of structures on websites, like Wikipedia …
… and transform them into consumable content for use within a Power Pivot data model.
Specifics on Power Pivot
ConnectBeyond consuming the results of Power Query, it can directly pull data from many types of sources, itself.
Can define relationships between tables, but keep potentially confusing “primary key” columns hidden in the background.
ExtendAdd new, calculated content (including KPIs) into any table in the model.
Train BehaviorReplace potentially confusing database table and/or field names with user-friendly labels.
Force text labels to sort in ways other than just alphabetical.
Define how numeric fields behave, like whether or not they should roll up to a sum or average.
Add synonyms for use in O365 Q&A
Power Pivot Demonstration
Tabular / Data view allows you to preview and study the appearance of your data.
Diagram view is a high-level summary of all tables connected to your model, and the relationships tying them together.
Design/Modeling Tool in Microsoft Excel
Specifics on Power View
VisualizeThe designer tool is embedded within Microsoft Excel, as of Office 2013.
Enables data from a Power Pivot model to be examined in multiple forms including charts, maps and grids.
InteractObjects placed on the same canvas can react to each other as you click around the dashboard content.
Can quickly add drill-through options to charts and maps, to analyze data at multiple levels of detail.
ShareCompleted dashboards can be shared through SharePoint on premise or O365, allowing others to review the content with full interactivity.
Forecast*Apply predictive forecasting or hindcasting when viewing dashboards via the HTML5, in-browser Power View.
Specifics on Power Map
VisualizeExplore geospatial data on an interactive globe.
Choose desired level of geography from country, state, county, etc. all the way down to a specific longitude/latitude coordinate.
Add multiple Stacked/Clustered Column, Bubble, Heat Map, or Region layers to better explain measurable data behavior.
SharePresent directly from Power Map in Excel 2013.
Share screen captures of completed maps.
Create recorded video tours of data for easily repeatable presentation content.
Power View / Map Demonstrations
Related components on a page interact with each other, even when viewing the dashboard in web browser.
Microsoft is regularly building out and adding new features via their O365 cloud offering. For example, they’re currently in the midst of testing out some newer HTML5 visualizations.
In the HTML5 view, you can extend line charts mapped across a date/time axis to display forecasted figures.
Pipeline Opportunity Analysis
Power View / Map Demonstrations
Power View has some capabilities of visualizing geographic data on a map. However, Power Map offers additional layering and visualization
options to heighten any geographically disbursed data presentation.
Customer Geography Analysis
Specifics on Q&A
AskUse natural language questions/terms to search for answers within shared Power Pivot data models.
InteractChange how results are viewed from table, to map, to chart and back again.
Add or remove data filters on the fly.
Change the data fields shown in the results.
SharePost Frequently Asked Questions for others to see.
Flag content for review/revision by data administrators.
Q&A Demonstration
Take an initial dashboard concept… …and extend its potential through Q&A
Support Team Analysis
QUESTIONS?
Onward to Happy Hour!