How to use the Microsoft Power BI Designer Preview and Power Query, Power View, and PowerPivot for Self-Service Business Intelligence with Power BI

1. Self-Service
Business Intelligence
with Power BI
Theresa Eller | @SharePointMadam | sharepointmadam@gmail.com
sharepointmadam.com | slideshare.net/SharePointMadam

2. • Business Systems Analyst at MD Anderson Cancer Center
• Microsoft Office Specialist certified in SharePoint 2013
• President of Houston SharePoint User Group (HSPUG)
• Frequent speaker at SharePoint events
• Dallas, Paris, Houston, New York City, Baton Rouge, San Antonio, Raleigh
• Mom to 2 furry, four-legged children (Shay & Cookie)
Theresa Eller
• Business Systems Analyst at MD Anderson Cancer Center
• Microsoft Office Specialist certified in SharePoint 2013
• President of Houston SharePoint User Group (HSPUG)
• Frequent speaker at SharePoint events
• Dallas, Paris, Houston, New York City, Baton Rouge, San Antonio, Raleigh
• Mom to 2 furry, four-legged children (Shay & Cookie)

3. 6/13/2015
Visit the Sponsor tables to
enter their end of day
raffles.
Turn in your completed Event
Evaluation form at the end of the
day in the Registration area to be
entered in additional drawings.
Want more free training? Check
out the Houston Area SQL
Server User Group which
meets on the 2nd Tuesday of
each month. Details at
http://houston.sqlpass.org
Thank You Sponsors!

4. Agenda
• Power BI Designer
• Power BI Dashboard
• Power Query
• Power View
• PowerPivot

5. Demos
• Download, install, and enable Power BI Designer, Power Query, Power
View
• Import data from SQL Server
• Load data to the data model
• Expand or remove columns of data
• Create reports & charts in Power BI Designer and Power View
• Share Power BI dashboards with others
• Expose Power View reports & charts in SharePoint

6. Power BI Designer Preview

7. Getting Started
• From the Power BI site
• powerbi.microsoft.com
• Sign up for a free account
• Download Power BI Designer Preview
• Open Power BI Designer
• Have your data source(s) ready
Power BI Designer Preview is subject to change without notice.

8. Power BI Designer Welcome Page

9. Power BI Designer
Get Data
Switch between
Report and
Query view

10. Get Data

11. Get Data from SQL Server

12. Credentials

13. Select Tables to Load

14. Load to Data Model

15. Manage Relationships

16. Select Fields from the Tables
• Chart or graph automatically starts building upon selecting first field

17. Multiple Charts on Same Page

18. Change Chart Type

19. Power BI Dashboard

20. Power BI Preview
app.powerbi.com
• Browser-based
• Create dashboards
• Create reports
• Upload reports
Mobile App
• Available for iOS and Windows
tablets

21. Welcome Screen – app.powerbi.com

22. Welcome Screen – Mobile App

23. Create Dashboard

24. Get Data (1 of 3)
• Imports reports to selected dashboard

25. Get Data (2 of 3)
Azure SQL Database SQL Server Analyses Server

26. Get Data (3 of 3)

27. Report Added to Dashboard
• Delete the report (optional)

28. Reports and Data Set Added to Power BI

29. Click the Report to Open It

30. Reporting View

31. Editing View

32. Add Pages to the Report

33. Too Much of a Good Thing

34. Filters

35. Save New Report

36. Pin Report to Dashboard

37. Resize the Map/Chart on the Dashboard

38. Share the Dashboard
app.powerbi.com Mobile App

39. Where Did You Go?

40. Power Query

41. Power Query
• An Excel add-in that enhances the
self-service Business Intelligence
experience in Excel by simplifying
data discovery, access and
collaboration
• A new add-in that provides a
seamless experience for data
discovery, data transformation and
enrichment for Information
Workers, BI professionals and other
Excel users
• Identify the data you care about from
the sources you work with (e.g.
relational databases, Excel, text and
XML files, OData feeds, web pages,
Hadoop HDFS, etc.).
• Combine data from multiple,
disparate data sources and shape it in
order to prepare the data for further
analysis in tools like Excel and Power
Pivot, or visualization in tools like
Power View and Power Map.

42. Power Query Requirements
• Operating System
• Windows 7, 8, 8.1
• Windows Server 2008 R2
• Windows Server 2012
• Internet Explorer 9 (or higher)
• Microsoft Office 2013:
• Power Query Premium: All Power
Query features available for:
Professional Plus, Office 365 ProPlus
or Excel 2013 Standalone
• Microsoft Office 2013:
• Power Query Public: Available for all
other Office 2013 Desktop SKUs.
Includes all Power Query features,
except the following ones: Corporate
Power BI Data Catalog, Azure-based
data sources, Active Directory, HDFS,
SharePoint Lists, Oracle, DB2, MySQL,
PostgreSQL, Sybase, Teradata,
Exchange, Dynamics CRM, SAP
BusinessObjects, Salesforce.
• Microsoft Office 2010 Professional
Plus with Software Assurance

43. Enable Power Query Add-In
• File > Options > Add-Ins > COM Add-Ins

44. Power Query Tab & Ribbon

45. Get External Data

46. Get Data from Microsoft SQL Database

47. Select Tables

48. Load To Data Model
• Handles hundreds of millions of rows of data

49. Workbook Queries

50. Launch Editor

51. Flatten Columns

52. Flattened (Expanded) Column

53. Query Editor Ribbon

54. Close & Load
• Updates the workbook queries with applied changes

55. Power View

56. Power View Requirements
• Microsoft Excel 2013
• Office Professional Plus 2013
• Office 365 Professional Plus
• Standalone edition of Excel 2013
• SharePoint Server Enterprise
Edition (2010 or 2013)
• SQL Server 2012 SP1 Reporting
Services Add-In

57. Insert – Power View

58. Power View Sheet

59. Select Fields

60. Switch Visualization

61. Geocode Data Through Bing

62. Change Layout

63. Charts on Same Page are Connected

64. Slicers Filter All Charts on the Page

65. Data Refresh
• Refresh – current connection
• Refresh All – all connections

66. PowerPivot

67. PowerPivot
• Powerful data analysis
• Import millions of rows from multiple sources
• Excel COM add-in
• Download for 2010
• Built-in for 2013
• Enable add-in if you don’t see the PowerPivot tab

68. PowerPivot Ribbon

69. Get Data
• Power Query • PowerPivot

70. Insert – Pivot Table

71. PowerPivot Sheet

72. Select Fields

73. PowerPivot Report

74. Slicer

75. Questions?

76. Online Resources
• Download SQL Server 2012 Express
• https://www.microsoft.com/en-us/download/details.aspx?id=29062
• Download Adventure Works Database
• http://msftdbprodsamples.codeplex.com/
• Power BI Blog
• https://blogs.office.com/sku/power-bi/
• The White Pages
• http://whitepages.unlimitedviz.com/

77. People Who Speak/Write About Power BI
John White
@diverdown1964
whitepages.unlimitedviz.com
Jason Himmelstein
@sharepointlhorn
sharepointlonghorn.com
Dave Feldman
@bostonmusicdave
about.me/bostonmusicdave
Chris McNulty
@cmcnulty2000
chrismcnulty.net

78. 6/13/2015
Visit the Sponsor tables to
enter their end of day
raffles.
Turn in your completed Event
Evaluation form at the end of the
day in the Registration area to be
entered in additional drawings.
Want more free training? Check
out the Houston Area SQL
Server User Group which
meets on the 2nd Tuesday of
each month. Details at
http://houston.sqlpass.org
Thank You Sponsors!

79. Theresa Eller
• @SharePointMadam
• sharepointmadam@gmail.com
• sharepointmadam.com
• slideshare.net/SharePointMadam