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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
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
Power BI Overview
Power BI REST APIsPower BI Desktop
Prepare Explore ShareReport
Data
sourcesSaaS solutionse.g. Marketo, Salesforce, GitHub,
Google analytics
On-premises datae.g. Analysis Services
Organizational content packsCorporate data sources or external
data services
Azure servicesAzure SQL, Stream Analytics…
Excel filesWorkbook data / data models
Power BI Desktop filesData from files, databases, Azure,
and other sources
Power BI service
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaborationNatural language query
Reports
Datasets01001
10101
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
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
loadingData 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
• Google Analytics
• SAP Business Objects
BI Universe
• Salesforce Objects
• Salesforce Reports
• ODBC Query
• ODBC Tables
Power BI Desktop
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 need
Power BI Desktop
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
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
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
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
Feature
Self-service signup for Power BI
Free sign up in seconds
Power BI works with organizational
account, associated with your work or
school email address
Use same account in Power BI and
Azure Services
o avoid signing-in/out of different browser
sessions
o add your organizational account as co-admin
in Azure to use the same account in Power BI
and Azure
Password reset at https://passwordreset.microsoftonline.com(reset needs to be enabled by your O365 Admin)
Power BI Service
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Feature
Content packs in Power BI
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
Organizational content packs
o Package up and share your own dashboard,
reports, and datasets with your coworkers
(more about content packs in section Data Sources
section)
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Stay connected from any device
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
For more details go to https://powerbi.microsoft.com/mobile
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
Feature
Ask questions of your data
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
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
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
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
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
The Gateway installs and runs as a service
on your computer, using a Windows account
you specify
Data transfer between Power BI and the
Gateway is secured through Azure Service
Bus
Content packs
Dashboards
Reports
Datasets
Visualizations
Mobile
Q&A
Collaboration
Easy signup
Data refresh
Power BI Service
SaaS D
ata
So
urc
es
Power BI web browser
With natural language
query, visual exploration etc.
Power BI Hybrid BI
Azu
re-r
esi
dent
syst
em
s
Azure
Stream Analytics
Azure SQL/DW
HDInsight
Power BI Mobile Apps
with dashboards, alerting
and visual exploration
Bring your data….. …to life
AS
TabularCorporate
Data Sources
PBI Desktop
Power BI
AS Connector
Excel
On-p
rem
ise
syst
em
s /
oth
er Real time Dashboards
using Push API or ASA
Power BI
Personal
Gateway
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