making smarter business decisions with power bi

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Leveraging Power BI to Make Smart Business Decisions Megan Caauwe Business Intelligence Consultant

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See what components put the ‘Power’ into Power BI, and how they work together to enable self-service business intelligence

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Page 1: Making Smarter Business Decisions with Power BI

Leveraging Power BIto Make Smart Business Decisions

Megan CaauweBusiness Intelligence Consultant

Page 2: Making Smarter Business Decisions with Power BI

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

Page 3: Making Smarter Business Decisions with Power BI

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

Page 4: Making Smarter Business Decisions with Power BI

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

Page 5: Making Smarter Business Decisions with Power BI

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

Page 6: Making Smarter Business Decisions with Power BI

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.

Page 7: Making Smarter Business Decisions with Power BI

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

Page 8: Making Smarter Business Decisions with Power BI

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

Page 9: Making Smarter Business Decisions with Power BI

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.

Page 10: Making Smarter Business Decisions with Power BI

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.

Page 11: Making Smarter Business Decisions with Power BI

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

Page 12: Making Smarter Business Decisions with Power BI

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

Page 13: Making Smarter Business Decisions with Power BI

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.

Page 14: Making Smarter Business Decisions with Power BI

Q&A Demonstration

Take an initial dashboard concept… …and extend its potential through Q&A

Support Team Analysis

Page 15: Making Smarter Business Decisions with Power BI

QUESTIONS?

Page 16: Making Smarter Business Decisions with Power BI

Onward to Happy Hour!