Microsoft Power BI for Office 365

Provisioning GuideThis documentation is for preview only, and is subject to change in future releases.

© 2013 Microsoft Corp. All rights reserved.

How to provision Microsoft Power BI for Office 365...................................................................................2

Step 1 – Provision a new tenant..............................................................................................................2

Step 2 - Assign a license to other users...................................................................................................4

Provisioning FAQ.....................................................................................................................................8

How to navigate to Power BI.......................................................................................................................8

How to install Power BI.............................................................................................................................12

Introduction to Power BI Admin Center....................................................................................................19

To access the Power BI Admin Center...................................................................................................20

Introduction to the Data Management Experience...................................................................................20

To access the Manage Data portal........................................................................................................20

Next Steps.................................................................................................................................................21

This guide is for IT administrators to learn how to provision Power BI.

Microsoft Power BI for Office 365 enables Self-service Business Intelligence for all your data. With Power BI, you get complete self-service BI for your on-premises and cloud-based data by using the new data discovery and analysis features in Excel with the collaboration capabilities in the new Power BI for Office 365 online service.

To administer Power BI, you use the Power BI Admin Center. Before you can start using the Admin Center, you need to provision a Power BI license. Getting a Power BI license up-and-running is easy taking just two steps to provision Power BI and add users.

How to provision Microsoft Power BI for Office 365

Step 1 – Provision a new tenant1. Using your Microsoft Power BI for Office 365 promotion code URL, navigate to the Power BI

account set up page. Your promotion code URL resembles: https://portal.microsoftonline.com/Signup/MainSignUp.aspx?OfferId={Your ID Code}

2. Follow the instructions on the set up your account provisioning pages to create a new tenant.

The Office 365 admin center page displays progress on provisioning the services.

Once the current health status for your Office 365 account states No issues, Power BI is provisioned for the organization.

Step 2 - Assign a license to other users

Upon successful provisioning of your Power BI tenant, one of the first things you should do is assign the appropriate license to your users. If you have just completed the provisioning process, you should already be in the Office 365 admin center. You can also navigate there directly via https://portal.microsoftonline.com/.

1. In the Office 365 admin center, click users and groups from the left pane.2. Click the + (Add) icon.

NOTE Click a user name to modify an existing user.

3. In the user management details page, enter the new user information.

4. In the settings page, enter user settings including whether the user has administrator permissions, and the user’s geographic location.

5. In the licenses page, check the Microsoft Power BI for Office 365 box and make sure the other three boxes are automatically checked. If not, check them manually. This will assign the appropriate Power BI license to the user in your tenant.

NOTE If the boxes have already been checked when you arrive at this page that means this user has already been assigned the necessary licenses. In that case no further action is required. You may click cancel to exit and return to the previous page.

6. For an existing user, click save when done. 7. In the send results page, click Create to send the results of creating the user to the

administrator, and up to five other recipients.

8. In the results page, click finish to add the new user.

NOTE Temporary passwords are sent in clear text through email.

Provisioning FAQ

Common sign up error

You sign up using the promo code URL when you are already logged into another tenant.

Tenant restricted for Power BI preview only

You cannot add additional services/subscriptions to a tenant because it is restricted for Power BI preview only.

How to navigate to Power BIYou navigate to the Power BI site portal from the Office 365 admin center.

1. Navigate to https://portal.microsoftonline.com and login using your Power BI user name and password.

2. Click Sites at the upper left corner.3. Click the Team Site tile.

4. Click Site Contents.o Power BI should be automatically installed for all tenants that subscribe to the Microsoft

Power BI for Office 365 Preview. Please note that the tenant installation process takes about 10 minutes. If you do not see a Power BI tile, go to How to install Power BI.

5. If you see a Power BI tile, click the Power BI tile.

The next time you use Power BI, you can navigate to Power BI from the left SharePoint Online navigation pane.

How to install Power BITo manually install Power BI on a single site, you must be a Site Admin.

If Power BI is not automatically installed for all tenants:

1. Navigate to https://portal.microsoftonline.com and login using your Power BI user name and password.

2. Click Sites at the upper left corner.3. Click the Team Site tile.

4. Click Site Contents.5. Click the add an app tile.

6. In the left navigation pane, click SharePoint Store.

7. In the SharePoint Store page, if you see a “Please choose an available language ...” message, select your language from the language dropdown which is located at the upper left corner.

8. In the Find an app box, search for “Power BI”.

9. Click the Power BI tile.

10. In the Power BI app page, click ADD IT. Follow the add Power BI app steps.

11. In the SharePoint Marketplace page, enter your Microsoft account sign in, such as a Live ID, and click Sign in.

12. In the Confirm that you wish to add the app, click Continue, and click Return to site.13. In the Do you trust Power BI page, click Trust It.

14. The Power BI application is installed on the site, click the Power BI tile to start the app.

The next time you use Power BI, you can navigate to Power BI from the left SharePoint Online navigation pane.

Introduction to Power BI Admin CenterAfter you provision Power BI and add users, you can control security and access to certain on-premises data sources by allowing authorized users to set up Data Management Gateways, and to register these on-premises data sources, and to expose them as data feeds. Optionally, you can publish complex data that require advanced data transformation and joins using SQL Server Integration Services (SSIS) packages as data feeds. Business users can then connect to these data feeds using Power Query, thereby; making these data sources available in the system.

For more information about how to use the Power BI Admin Center and Power Query, see Power BI Admin Center and Microsoft Power Query for Excel Help.

To access the Power BI Admin Center

You access the Power BI Admin Center from your organization’s site. To learn how to navigate to your organization’s site, see How to navigate to the Power BI Subsite.

To access the Power BI Admin Center, click the Tool icon, and Power BI Admin Center.

Introduction to the Data Management ExperienceThe Data Management experience in Power BI provides self-service capabilities to enable business users and data experts to easily connect to a wide variety of data sources, transform the data into the desired shape, and then securely share the data within the enterprise from within the familiar environment of Excel using Power Query. The business users and data experts can also themselves manage the data sources, and can continuously analyze the usage of their shared data using the Manage Data portal.

For more information, see the Data Management Experience User Guide.

You access the Manage Data portal from your organization’s site. To learn how to navigate to your organization’s site, see How to navigate to the Power BI Subsite.

To access the Manage Data portal

To access the Manage Data portal, click Manage Data at the left corner of your organization’s site page.

Next StepsNow that you have Power BI provisioned and installed, you can follow the step-by-step Getting Started Guide. The Getting Started guide is designed to walk you through the collection of self-service business intelligence (BI) features included in Power BI.