Primer on Power BI 20150627 - SQL Saturday 410 Chattanooga TN

Primer on Power BI
Mark Tabladillo, PhD, MVP
Senior Data Scientist
Predictix / LogicBlox
June 27, 2015

Mark Tab
Consulting
Training
Teaching
Presenting
SQL Server MVP
Linked In
@MarkTabNet

Outline
◾What makes Power BI different from the Microsoft Office I have known for years?
◾What are the major Power BI features in Excel 2013 and 2010?
◾What are the major features for Power BI for Office 365?
◾How can our team license Power BI?

Process
Efficiency
Cost
Reduction
Bringing Big Data
to ONE BILLION
people
Develop
New Business
Models

Data Scientist
Interact directly with data
Built-in to SQL Server
Data Developer/DBA
Manage data and
analytics together
Built-in advanced analytics
In-database analytics
Example Solutions
• Fraud detection
• Salesforecasting
• Warehouse efficiency
• Predictive maintenance
Relational Data
Analytic Library
T-SQL Interface
Extensibility
?
R
RIntegration
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100100
010101
Microsoft Azure
Machine Learning Marketplace
New R scripts
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100100
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100100
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100100
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AML
Gallery
ML
Studio
SSMS /
R
SSRS /
CR
Excel /
PV
Power
BI.com
Fisher’s Iris flower dataset
machine learning

1 in 4 enterprise customers on Office 3651 Billion Office Users
Analyze Visualize Share Find
Q&A
MobileDiscover
Scalable | Manageable | Trusted
Self-service BI with the familiarity of Office and the power of the service

Distribution Options
Cloud
Hybrid
On-premise

Major Power BI
Features in Excel
Excel 2010 and Excel 2013

Major Power BI Features in Excel
Power Query
Power Pivot
Power View
Power Map

Discover
Analyze
Visualize
Explore
Analyzing data with Excel

Syntax for a Simple Query
SELECT Orders.OrderDate, Products.OrderID, Products.ProductSKU
FROM Products
INNER JOIN Orders ON Products.OrderID = Orders.OrderID
ORDER BY Products.ProductSKU
from p in Products
join o in Orders on p.OrderID equals o.OrderID
orderby p.ProductSKU
select new { o.OrderDate, p.OrderID, p.ProductSKU }
Products.Join(Orders, Products,
o => o.OrderID, p => p.OrderID,
(p, o) => new { o.OrderDate, p.OrderID, p.ProductSKU }
).OrderBy( p => p.ProductSKU )
let
Joined = Table.Join( Products, "OrderID", Orders, "OrderID" ),
Columns = Table.SelectColumns(Joined, {"OrderDate", "OrderID", "ProductSKU"}),
Sorted = Table.Sort( Columns, "ProductSKU" ),
in
Sorted

Query Folding
Power Query pushes work back to the source system whenever it can.
SELECT ProductKey, EnglishProductName as [Product]
FROM [dbo].[DimProduct]
WHERE [ProductKey] < 10

Analyzing data with Excel
Discover
Analyze
Visualize
Explore

2
5
Power Map – Geospatial Capabilities
Pros
 Bubble Maps, Column Maps, Region Maps and HeatMaps
 Interactive and time-play axis
 Ability to create and share visual tours
 Ability to add multiple layers
 Storytelling tool, not just visualization
Cons
 Unable to filter data
 Unable to drill-down (though can switch between layers)
 Unable to customize or add custom shapes
 Unable to handle hierarchies

Power BI and Excel 2010
Software Solution
Power Pivot A version one of Power Pivot is available for Excel 2010. Microsoft’s website provides video, demos, and hands-on
labs to try out the software.
Opening up an Excel 2010 Power Pivot workbook in Excel 2013 requires an irreversible upgrade (meaning that
collaboration between Excel 2010 and Excel 2013 users is not possible – pick one version or the other). There are
some technical details involved in upgrading, which you can study by clicking this link.
Power Map Power Map is not available for Excel 2010.
Versions of Excel previous to 2002 had a native map feature. Though, advanced Excel users will know about
Microsoft MapPoint, which has gone through nineteen versions since its debut. Sadly, MapPoint is being
discontinued as of December 31, 2014. You might be able to obtain a copy now, or through some MSDN
subscriptions.
Power Query Power Query is available for Microsoft Office 2010 Professional Plus with Software Assurance. There are two
versions, one for 32-bit (x86) and one for 64-bit (x64).
Power View Power View is not available for Excel 2010.

A powerful new way to work with data
Self-service business intelligence with familiar Excel and the power of the cloud

MarkTab Recommendation
•Office 2010Possible
•Office 2013 x64Recommended

Free Microsoft Software
For Students https://www.dreamspark.com/
For Startups http://www.microsoft.com/bizspark/

Recommended Links
Free eBooks http://blogs.msdn.com/b/mssmallbiz/archive/2014/07/07/largest-
collection-of-free-microsoft-ebooks-ever-including-windows-8-1-windows-8-
windows-7-office-2013-office-365-office-2010-sharepoint-2013-dynamics-crm-
powershell-exchange-server-lync-2013-system-center-azure-cloud-sql.aspx
Documentation http://msdn.Microsoft.com
Channel 9 Videos http://channel9.msdn.com/Search?term=power%20bi#ch9Search
PASS http://sqlpass.org
MarkTab Blog http://marktab.net

Connect with MarkTab
LinkedIn
Twitter @marktabnet

Books
Collie, R. (2012). DAX Formulas for PowerPivot: A Simple Guide to the Excel Revolution: Holy
Macro! Books.
de Jonge, K. (2014). Dashboarding and Reporting with Power Pivot and Excel: How to Design
and Create a Financial Dashboard with PowerPivot – End to End: Holy Macro! Books.
Ferrari, A., & Russo, M. (2013). Microsoft Excel 2013 Building Data Models with PowerPivot:
Microsoft Press.
Jelen, B., & Collie, R. (2014). PowerPivot Alchemy: Patterns and Techniques for Excel: Holy
Macro! Books.
Larson, B., Davis, M., English, D., & Purington, P. (2012). Visualizing Data with Microsoft Power
View: McGraw-Hill/Osborne Media.
Webb, C. (2014). Power Query for Power BI and Excel: Apress.

Primer on Power BI 20150627 - SQL Saturday 410 Chattanooga TN

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Primer on Power BI 20150627 - SQL Saturday 410 Chattanooga TN