This document discusses Power BI, a business intelligence tool from Microsoft. It provides an overview of Power BI components, how to develop and publish Power BI reports, and how to schedule data refreshes. The agenda includes demonstrations of developing reports in Power BI using sample data on movie ratings and sales analysis to showcase report building capabilities. It also discusses using a SQL Server data warehouse for auto-refresh when connecting Power BI to Dynamics CRM Online data since direct connections do not support automatic refreshing.

1. BI Reporting For Dynamics CRM Online
Technical Deep Dive Session 2:
Power BI

2. Agenda
1.What is Power BI
2.Components of Power BI
3.Developing/Publishing Power BI Reports
4.Scheduling Refresh
5.Q & A

3. Power BI
 Power BI for Office 365 is Microsoft's cloud-based business intelligence (BI) solution that
works from within Excel and Office 365 to analyse and visualize data in a self-service way
 Discover insights about your data with highly interactive, powerful data exploration and
visualization

4. Power BI Components
Excel 2013:
• Power Query – easily connect to data from public and corporate data sources, transform data
and share queries
• Power Pivot – create a sophisticated Data Model directly in Excel
• Power View – create reports and analytical views with interactive data visualizations
• Power Map – visual tool for geospatially based data analysis
Office 365:
• Power BI Sites – share, view, and interact with reports
• Power BI Q&A – use queries to find, explore, and report over your data
• Query and Data Management – share and manage queries and data sources, and view query
usage analytics
Power BI Windows Store App – view reports on the go, with the Power BI app

5. Demo 1 : Movie Rating Analysis
Source: Text file
Using Power Query(To pull, clean and load data into power pivot data
model)
Reports:
User Demographics
Genre Analysis
Movie Rating Analysis
Developing Power BI Reports

6. Demo 2 : Sales Analysis
Source: Adventure works database
Reports:
Sales Details
Sales Scatter
Sales Map
Developing Power BI Reports

7. Power BI Data Flow

8. Power BI in Office 365

9. 1.Setup Gateway
2.Setup Data Source
3.Setup Refresh
Scheduling Data Refresh

10. Power BI Architecture
SQL
Server
Power Pivot
Power View
Power BI for Office 365/
SharePoint Online
On Premise /
Azure VM
External
Data
sources
Power Query

11. Need of SQL Server Data Warehouse
• In Power Query there is a direct connection available for Dynamics CRM Online
o But this connection is not supported for auto refresh of data
o This task of refreshing needs to done manually offline
• Advantages of SQL Server Data warehouse:
o Can integrate data from different sources
o Can serve as single integrated source of clean data for organization
o End users can easily query data for adhoc reporting

12. CRM 2015 Release Preview Guide:
http://go.microsoft.com/fwlink/?LinkID=511975&clcid=0x409
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