The Power BI service, sometimes referred to as powerbi.com, is what allows you to:
Create beautiful visualizations to tell compelling data stories
Build rich, live dashboards that turn BI into business insights
Create reports & datasets from which you can create visualizations and dashboards
Enjoy the benefits of up-to-date data with real-time, automatic and scheduled refreshes
Share dashboards easily with other people in your organization
Ask questions of data in plain English with Natural Language Query
Stay connected to your data all the time with mobile applications
2. Power BI connects to a variety of data sources. These range across both cloud and on-premises sources, and include:
A variety of popular SaaS solutions, such as Marketo, Salesforce, GitHub, Dynamics CRM, Zendesk, and several others
On-premises databases – Power BI offers live connectivity to SQL Server Analysis Services, which we’ll cover in more detail later. And using a gateway solution, Power BI can connect to other database solutions.
Organizational content packs– Publish and share organizational content packs, which consist of pre-built dashboards, reports, data models, embedded queries, and metadata
Other Azure services – Power BI integrates tightly with SQL Azure and Stream Analytics, and will be integrating closely with more Azure services over time
Power BI Desktop and Excel files – Excel workbooks can be directly connected to Power BI.com, or may be used with Power BI Desktop. Power BI Desktop is a companion application to the Power BI service – it is a desktop tool that supports data analysis and reporting. Like Excel files, Power BI Desktop files may be uploaded to the Power BI service.
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Bring Your Data to Life with Microsoft Power BI
1. Level 200 Deck
David J. Rosenthal
CEO, Atidan
October 15, 2015
Microsoft Technology Center, NYC
2. Today, BI extends to everyone
Everyone
Analyst to end user
IT to end user
2nd wave
Self-service BI
1st wave
Technical BI
3rd wave
End user BI
3. Turning data into business insights is challenging
Common BI challenges include…
Multiple data sources Data residing in SaaS solutions and other external
locations is difficult to access and refresh securely
End-to-end view Data often resides in disparate locations, making it difficult
to see a complete picture of your business
Right data for the right
users at the right time
Different roles have different needs and business users
need the latest operational data
4. Feature
• Power BI is a cloud-based business analytics
service that enables
• fast and easy access to your data
• a live 360º view of your business
• data discovery and exploration
• insights from any device
• collaboration across your organization
• anyone to visualize and analyze data
Power BI
Experience your data. Any data, any way, anywhere
5. Key benefits and differentiators of Power BI
Pre-built dashboards and reports for popular SaaS
solutions
Integrated with familiar Microsoft products and
utilizes commitment for scale & availability in Azure
Intuitive data exploration using natural language
query
Real-time dashboard updates
Fast deployment, hybrid configuration, secure, and
integrated with existing IT systems.
Secure, live connection to your data sources,
on-premises and in the cloud
6. Power BI Overview
Data sources Power BI service
SaaS solutions
e.g. Marketo, Salesforce, GitHub,
Google analytics
On-premises data
e.g. Analysis Services
Organizational content packs
Corporate data sources or external data
services
Azure services
Azure SQL, Stream Analytics…
Excel files
Workbook data / data models
Power BI Desktop files
Data from files, databases, Azure,
and other sources
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaborationNatural language query
Reports
Datasets01001
10101
7. Power BI Overview
Power BI REST APIsPower BI Desktop
Prepare Explore ShareReport
Data sources
SaaS solutions
e.g. Marketo, Salesforce, GitHub,
Google analytics
On-premises data
e.g. Analysis Services
Organizational content packs
Corporate data sources or external data
services
Azure services
Azure SQL, Stream Analytics…
Excel files
Workbook data / data models
Power BI Desktop files
Data from files, databases, Azure,
and other sources
Power BI service
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaborationNatural language query
Reports
Datasets01001
10101
8. Feature
Free sign up in seconds
Get started with pre-built content packs for
popular SaaS solutions or for your
organization
Content packs include
o pre-configured dashboards
o reports
o data models
o embedded queries
Create interactive and real-time dashboards
with visualizations
Drill down into underlying reports to uncover
more insights
Automatic data refresh is built-in
Get started quickly
Please refer to this site for up to date list of SaaS partners
9. Feature
Different ways to build reports
o import data from various data sources
o upload pre-existing reports
o construct interactive reports from scratch
Pin charts from reports to a dashboard with one click
Edit your reports and dig deeper into your data by
o adding and removing fields
o changing visualization types
o creating new visualizations
o adding / deleting visualizations and pages from the
report
Build interactive dashboards from reports
10. Feature
Visualize data in a variety of ways
Growing number of visualization types
o including donuts, basic area, waterfall, filled
maps, tree maps, funnel, gauges combo charts
and more
Cross-filter across visualizations within a report
to surface new insights
See your data the way you want it
11. Feature
Access dashboards using native mobile apps for
Windows, iOS and Android
Set favorites for important visualizations
Zoom in and out of a visualization
Annotate visualization and share snapshot with
others
Configure alerts to get notifications on critical
business KPIs
Stay connected from any device
12. Feature
Type questions in plain language –
Power BI Q&A will provide the answers
Q&A intelligently filters, sorts, aggregates,
groups and displays data based on the key
words in the question
Pin the answers to your dashboard
Set up data models with natural key phrasing
to enable the best results
Ask questions of your data - the way you would ask a person
13. Feature
Easily share dashboards and reports across your
organization
Sharing can be controlled and enabled by IT using
Office 365 groups
Changes to dashboards automatically sync across all
users
Datasets for dashboards and reports reside in the
group’s workspace.
Collaborate and share dashboards in your organization
14. Feature
Keep all your data current
Real-time dashboards
o using the Power BI REST API or
o with built-in Azure Stream Analytics integration
Live connectivity
o data is updated as user interacts with dashboard or report
o to existing on-premise sources, e.g. Analysis Services, with
auto-refresh
o to Azure SQL Database with auto-refresh
Automatic or scheduled refreshes
o regardless of where data lives
o SaaS data sources (automatic)
o Schedule refreshes for on-premise data sources with
Personal Gateway
Data refresh architecture
Live query
Popular SaaS
Solutions
Live dashboards and
reports
Dynamics
Marketing
Power BI
SQL Server
Analysis Services
(SSAS)
Secure
Credential
Store
15. Feature
Scheduled refresh with Power BI Personal Gateway
Personal Gateway empowers the business analyst
to securely and easily refresh on-premise data
No help from IT required to setup Personal
Gateway (on local machine) or schedule refreshes
With the Power BI Desktop or Excel and the
Personal Gateway, data from a wide range of on-
premises sources can be imported and kept it up-
to-date
16. Feature
Data from your organization
o Content published by others in your org
(organizational content packs)
Data from services
o SaaS services that you already use
o Office 365 for Admin reporting
Data from files
o Import data from Excel or Power BI Desktop
Big data and more
o Azure data services, e.g. HDI, ASA, AML etc.
o On-premises data sources, e.g. SSAS
SaaS solutions
e.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
Organizational
Corporate data sources
or external data
services
Azure services
Azure SQL, Stream
Analytics…
Power BI Desktop
files
Data from files,
databases, Azure, and
other sources
Excel files
Built-in connectivity for all your data
17. Feature
Connect to cloud services you
already use - popular SaaS solutions
Quickly start with solution-specific
content packs which include
o pre-configured dashboards
o reports
o data models
o embedded queries
Explore data with fast data
processing
Automatic data refresh is built-in
SaaS solutions
e.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
Organizational
Corporate data sources
or external data
services
Azure services
Azure SQL, Stream
Analytics…
Power BI Desktop
files
Data from files,
databases, Azure, and
other sources
Excel files
Start discovering business insights right away
Please refer to this site for up to date list of SaaS partners
18. Feature
Connect live to your existing on-premises
data, including SQL Server Analysis
Services
o You can keep your data on-premises and
enable BI analysts / end users to create
Power BI reports
o Connect to and refresh data securely via
Azure Service Bus (SSL encrypted
connection)
o Service Bus only uses an outbound port, it
does not require an inbound port to be
opened on the on-premises firewall
Live Power BI dashboards
and reports
Cloud
On-premises
SQL Server
Analysis
Services
Live
Query
SaaS solutions
e.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
Organizational
Corporate data sources
or external data
services
Azure services
Azure SQL, Stream
Analytics…
Power BI Desktop
files
Data from files,
databases, Azure, and
other sources
Excel files
Connect live to your on-premises data
19. Feature
Realize the benefits of a SaaS-based BI
solution without moving your data to the
cloud
Everything in the service is encrypted -
Power BI uses HTTPS for all traffic
For on-premise sources, e.g. SSAS, role-
based and row-level data security is applied
Data remains on-premise, only query is
stored in Power BI
Power BI requires valid accounts that meet
the requirements of the specific data source
Please see table for authentication methods
SaaS solutions
e.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
Organizational
Corporate data sources
or external data
services
Azure services
Azure SQL, Stream
Analytics…
Power BI Desktop
files
Data from files,
databases, Azure, and
other sources
Excel files
Keep your data where it is and connect securely
Authentication
method
Select data sources
that use this method
Basic SQL Azure, Marketo, ODATA Feed
Account key Blob store. Table store, HDInsight
OAuth
Salesforce, Google Analytics,
ODATA Feed
Marketplace key Azure Marketplace
Anonymous ODATA Feed, Web
Data authentication methods
20. Feature
Content packs make it easier and faster
for users to explore the data
Content packs include
o pre-built dashboards
o reports
o pre-defined data models
o embedded queries
Package up and share your own
dashboard, reports, and datasets with
your coworkers
Custom connectors can be developed
for your unique data sources
SaaS solutions
e.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
Organizational
Corporate data sources
or external data
services
Azure services
Azure SQL, Stream
Analytics…
Power BI Desktop
files
Data from files,
databases, Azure, and
other sources
Excel files
Get immediate insights into your organization
Your organizational
content pack here
Global
Sales
21. Feature
o Azure SQL Database
o Azure SQL Database Auditing
o Azure Stream Analytics
o Azure Machine Learning
o Azure SQL Data Warehouse
SaaS solutions
e.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
Organizational
Corporate data sources
or external data
services
Azure services
Azure SQL, Stream
Analytics…
Power BI Desktop
files
Data from files,
databases, Azure, and
other sources
Excel files
Consume structured/unstructured data using other
Azure services
HDInsight
Storage
Event
Hubs
Machine
Learning
SQL Server
Stream
Analytics
Power BI
22. Feature
Use an Excel workbook (2007-2013) as a
dataset for your dashboards and
reports
Upload Excel workbooks from
o your computer
o OneDrive for Business or Personal
o SharePoint Online
Any changes to a workbook on
OneDrive or SharePoint Online appear
automatically in the dashboards and
reports
Get data and reports from your Power
BI Desktop files
SaaS solutions
e.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
Organizational
Corporate data sources
or external data
services
Azure services
Azure SQL, Stream
Analytics…
Power BI Desktop
files
Data from files,
databases, Azure, and
other sources
Excel files
Connect to your data from files
23. What is Power BI Desktop ? Create Power BI Content
Connect to data and build reports for Power BI
24. Feature
Prepare, explore, report and collaborate with
Power BI Desktop
• Acquire and prepare data with extensive
query capabilities
• Establish data structure and transform
and analyze data
• Explore data in new ways through a
freeform, drag-and-drop canvas
• Author reports with a broad range of
modern data visualizations
• Publish interactive reports to Power BI
Available as a free, downloadable desktop companion
to the Power BI service, Power BI Desktop is a visual
data exploration and reporting tool
Power BI Desktop
Share &
collaborate
Report
Explore
Prepare
25. Feature
Use Query functionality to connect to data from a variety of sources beyond
those available from powerbi.com
Navigate data quickly with in-memory processing that optimizes performance
Pare down datasets to only what’s needed by editing queries before data
loading
Data sources available through Power BI Desktop
Share &
collaborate
Report
Explore
Prepare
Consolidate data from a broad range of sources
File Database Azure SaaS Other
• Excel
• CSV
• XML
• Text
• JSON
• Folder
• SQL Server Database
• Access Database
• SQL Server Analysis
Services Database
• Oracle Database
• IBM DB2 Database
• MySQL Database
• PostgreSQL Database
• Sybase Database
• Teradata Database
• Microsoft Azure SQL Database
• Microsoft Azure Marketplace
• Microsoft Azure HDInsight
• Microsoft Azure Blob Storage
• Microsoft Azure Table Storage
• appFigures
• QuickBooks Online
• Zendesk
• GitHub
• Twilio
• SweetIQ
• Web
• SharePoint List
• OData Feed
• Hadoop File (HDFS)
• Active Directory
• Microsoft Exchange
• Dynamics CRM Online
• Facebook
• Google Analytics
• SAP Business Objects BI
Universe
• Salesforce Objects
• Salesforce Reports
• ODBC Query
• ODBC Tables
Power BI Desktop
26. Feature
• Remove rows or columns
• Change a data type
• Pivot columns and group rows
• Modify a table name
• Identify and fix errors
• Merge or append queries to
combine data from multiple
queries into a single query
Common data-shaping tasks
• Transform data to fit your needs
using intuitive UI
o Select data for inclusion
o Cleanse data and remove errors
o Precisely tune the query step
sequence: re-order, add, edit or
delete steps as needed
o Modify data types to support
specific calculation requirements
• Very powerful for advanced
scenarios (M, Mashups)
Share &
collaborate
Report
Explore
Prepare
Shape data into the format and structure you needPower BI Desktop
27. Feature
Produce rich data models using formulas and
relationships
Automatically create a model by importing data
o Desktop detects relationships automatically,
categorizes data and applies default summarization
Refine models to enable complex calculations
o Create relationships between tables manually or
using the AutoDetect feature
o Adjust relationship type (1:1, many: many, m:1) and
cross-filter data for new insights
Define calculations – known as measures – to
generate new fields for use in reports
o Use automatically generated measures, or create
custom measures with Data Analysis Expressions
(DAX) formulas
Develop advanced analytics using a combination
of measures and relationships
o Uncover correlations, highlight exceptions and
understand business outcomes
Apply complex schema and business logic to
create rich, reusable data models
Create and modify relationships
Define and use measures with DAX formulas
Share &
collaborate
Report
Explore
Prepare
Power BI Desktop
28. Feature
Explore data in a variety of ways
and across multiple visualizations
o Select data elements and sort data
o Filter data and use cross-filter
capabilities
o Drill into and across datasets
o Pivot and slice data
o Change visualization types
Select, transform and mashup
data via a freeform, drag-and-
drop canvas
Share &
collaborate
Report
Explore
Prepare
Explore your data with freeform, drag and drop
canvas
Power BI Desktop allows you to explore your data and create
insightful visualizations on a freeform canvas
Power BI Desktop
29. Feature
Deliver valuable insights with customizable visual
reports
• Visualize data and easily author
reports
o Depict data in compelling reports
that tell stories using a range of
interactive visualizations
o Use data from different sources in a
single, consolidated report
• Change colors, format and
customize
o Title, Background Color, Legend,
Data Labels
o New visual color formatting with
fixed and data driven settings
Power BI Desktop allows you to create and customize reports
that tell visually compelling data stories
Share &
collaborate
Report
Explore
Prepare
Power BI Desktop
30. Feature
Save Power BI Desktop report files and
easily publish them to Power BI
Share as appropriate with other Power
BI users in your organization
Changes to dashboards automatically
sync across all users
Share &
collaborate
Report
Explore
Prepare
Share your reports and visualizations with a broad
audience
Import Power BI Desktop file in Power BI service
Publish from Power BI Desktop to Power BI service
Power BI Desktop
32. Feature
Open APIs for integration
Programmatically access Power BI
resources (datasets, tables)
Use the REST API to push data directly
from your application into Power BI
Uncover real-time insights from devices,
sensors and applications
Azure Active Directory and OAuth 2.0 for
user authentication
IT challenges
Management of BI
systems
Variety of data
sources
Managing data in the
cloud
Integration with
existing environment
Keeping data current
Ease of use and
adoption
Power BI SaaS Service
Power BI User Account
Your Service or Application
Push Data Component
Push Content Component
Datasets Reports Dashboards
{
"name":{String},
"tables":[
...
]
}
Power BI
REST APIs
011001010
0001010
“name”:[string],
“columns”:[String]
“daType”:[String]