Delivery Options for Planning a Solution › 2018 › 02 › nine-realms-… · Embedded Live Streaming •No Internet access required •Fully governed, on-premises data & report

Copyright 2018, Intelligent Business LLC

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Delivery Options

for Planning a

Solution

Paul Turley

Microsoft Data Platform MVP


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Paul TurleyMicrosoft Data Platform MVP

Principal Consultant, Intelligent Business LLC

About 25 years working with companies to visualize

and deliver critical information to make informed

business decisions

Director of the Oregon SQL PASS chapter & user

group

Author of Professional SQL Server 2016 Reporting

Services and 14 other titles from Wrox & Microsoft

Press

@paul_turley

Sqlserverbi.blog

[email protected]


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Solution Criteria

• Cloud service restriction/aversion

• Cloud data storage

• Data volume

• Sharing & delivery

• Calculation & analytics profile

• Calculation language expertise

• Security needs

• Visualization needs

…to select candidate solution architectures

Consider requirements & restrictions


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The Nine Realms

Norse mythology predates Marvel Comics by thousands of years. According to tradition, the nine realms or worlds are branches of the cosmological tree; Yggdrasil. The realms include familiar worlds like Asgard (home of the gods) and Midgard (home of the humans).

Mapping the nine worlds escapes precision because thenot all of the realms are progressively better or worse, but different and perhaps better suited for their inhabitants. In this tradition, we present the nine realms of Power BI.


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Midgard or Asgard?

Achieving perfection is possible but often at great cost

Categorically understand your:

• Requirements

• Limitations

• Priorities


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Understand Your Capabilities

Be optimistic• solutions often

require creative problem solving

Ask for help & advice

Stay focused & don’t get distracted• There are so many

options!


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Keep Your EnemiesClose

Forces are working

against the success of

your project

You will rarely get all

requirements up front

Work in iterations

Fail fast

Learn through self-

service

Create prototypes & keep

what works

Balance data governance

with self-service BI


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Sometimes You Need a Bigger Hammer

There are several

different tools (within

the Nine Realms)

Power BI has many

powerful capabilities

that also exist as

separate services

Understand the

strengths & limits of

each

Know when to use a

different tool

Data storage & ingestion

(Power Query)

Data model

(Analysis Services)Presentation/Delivery

(PBI service, PBIRS,

embedding)


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Audience

Internal Small Group

Internal Enterprise

External Audience• B2B

• Vendors

• Customers

• Public (secured)

• Public (unsecured)


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Security

Report Level Security

• A collection of

reports(user can see all data in

those reports)

• A single report(user can see all data in one

report)

Data Level Security

• Role-basedAll members of a role see the same filtered records(e.g. All Western Region sales reps see Western Region sales records)

• Row/record-levelEach user is mapped to one or more lookup table records and can only see associated data(e.g. Sales managers only see data for their sales office, Product reps only see data for their product line)


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Power BI Service

Dashboards

Q&A

Mobile

Alerts

Subscriptions

Sharing

Management & administration

Gateway connections

https://app.powerbi.com/groups/126bec9b-d5c4-4fb6-88bf-ea3250300cba/dashboards/94b573da-906c-4416-b54f-c5073c6a7eb1


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On-premises Solutions

http://localhost/PBIReports/browse/


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Nine Realms of Power BI

13

• Cached Data Model -

Deployed to Service

• SSAS Direct connect -

Deployed to Service

• DirectQuery – Deployed to

Service

• Cached Data Model -

Deployed On-premises

• SSAS Direct connect -

Deployed On-premises

• DirectQuery – Deployed On-

premises

• Azure SSAS – Deployed to

Service

• Embedded

• Live Streaming

SSAS Direct connect - Deployed to ServiceCached Data Model - Deployed to Service DirectQuery – Deployed to Service

Cached Data Model - Deployed On-premises SSAS Direct connect - Deployed On-premises DirectQuery – Deployed On-premises

Azure SSAS – Deployed to Service Embedded Live Streaming


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Solution Requirement Criteria

Data Infrastructure Can you use cloud storage or only on-prem? Can data be cached & refreshed or must it be real time?

Data Source Type(s) Single data source/data warehouse? Self-service data mashup? Live data stream?

Data Volume Less than 1GB compressed? Less then 10GB compressed? More?

Sharing & Delivery Share with internal users, customers, vendors? Public, unsecured? Private, Internet-facing?

Developer Experience Getting started, keep it simple? Some experience & data skills? Deep expertise?

Security Privileged users see all data? Data filtered by user role/groups? Data filtered specifically by user?

Calculation Profile Basic & simple aggregations (sum, average, count)? Complex calculations? Data science statistics?

Visualization Needs Standard interactive visuals? Customer/specialized visuals? R visuals?

With so many solution component options, combinations can be numerous

Start with thesecategories


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Introducing the Power BI Solution Advisor

tinyurl.com/

PBISolutionAdvisor

(just the intro)

https://app.powerbi.com/view?r=eyJrIjoiNDM2NDljZWUtMTU4Yi00YmJhLWJjZTQtYzEyYTA0ZDZlNjgwIiwidCI6IjQzMzExZWQzLWZhMTYtNGY0OC05ZGNkLTVlYmI1YmFiZGVhOSIsImMiOjZ9

https://tinyurl.com/PBISolutionAdvisor


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Cached Data Model - Deployed to Service

• Primary Power BI product use case

• Dashboards, Q&A, mobile,

subscriptions & alerts

• Latest capabilities are introduced

here

• New features are available in preview

• No on-premises infrastructure

required

16

Cached Data Model - Deployed

to Service

SSAS Direct connect - Deployed

to Service

DirectQuery – Deployed to

Service


On-premises


On-premises

DirectQuery – Deployed On-

premises

Azure SSAS – Deployed to

Service

Embedded

Live Streaming Limitations

▪ 1 GB compressed model max size

▪ Cloud storage

Licensing Requirements

▪ Free for an individual user (not securely shared)

▪ Pro license needed to publish & securely share

▪ Premium capacity lic. more cost effective for > 500

users


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SSAS Direct connect - Deployed to Service

17


to Service


to Service


Service


On-premises


On-premises


premises


Service

Embedded

Live Streaming

• Connect live to SSAS through on-

premises gateway

• Fully governed data solution

• Generally, all cached mode features

are supported



Limitations

▪ Q&A index may be <= 60 min old

▪ Q&A explicitly enabled

▪ Limited Q&A functionality for SSAS multidimensional


▪ SSAS requires SQL Server licensing (std. or ent.)

▪ Azure SSAS avail in monthly subscription

▪ Pro or Premium licensing required


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DirectQuery – Deployed to Service

18


to Service


to Service


Service


On-premises


On-premises


premises


Service

Embedded

Live Streaming

• Connect live to source data

through on-premises gateway

• Fully governed data solution,

Internet access needed



• Performance & reliability

implications

• Some DAX calculation limitations

Limitations

▪ Queries are processed at the source so expect

response in seconds.

▪ Long-running queries may result in errors.


▪ Source licensing & infrastructure costs apply



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Cached Data Model - Deployed On-premises

19


to Service


to Service


Service


On-premises


On-premises


premises


Service

Embedded

Live Streaming

• No Internet access required

• Fully governed, on-premises data

& report solution

• Power BI Pro licensed users can

publish to report server

• Report server & Power BI Desktop

feature support are updated

quarterly*

Limitations

▪ Dashboards, Q&A, mobile, subscriptions & alerts are

not available

▪ R script currently not supported


▪ Premium or SQL Server Ent/SA licensing required

▪ Pro lic. Required to publish on-prem



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SSAS Direct connect - Deployed On-premises

20


to Service


to Service


Service


On-premises


On-premises


premises


Service

Embedded

Live Streaming

Feature subset of:

Cached mode on-prem & SSAS

direct connect:

• No Internet access required

• Fully governed, on-premises data &

report solution

• No model size limit

• Power BI Pro licensed users can

publish to report server

• Report server & Power BI Desktop

feature support are updated

quarterly*

Limitations

▪ Dashboards, Q&A, mobile, subscriptions & alerts are

not available

▪ R script not supported






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DirectQuery – Deployed On-premises

21


to Service


to Service


Service


On-premises


On-premises


premises


Service

Embedded

Live Streaming

Feature subset of:

Cached mode on-prem &

DirectQuery:• No Internet access required

• Fully governed, on-premises data &

report solution

• No model to design/maintain

• Performance & feature implications

• Power BI Pro licensed users can publish to

report server

• Report server & Power BI Desktop feature

support are updated quarterly*

Limitations▪ Dashboards, Q&A, mobile, subscriptions & alerts are not

available

▪ R script not supported

▪ Queries are processed at the source so expect response in

seconds. Long-running queries may result in errors.






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Azure SSAS – Deployed to Service

22


to Service


to Service


Service


On-premises


On-premises


premises


Service

Embedded

Live Streaming

Similar to SSAS on-prem direct

connect but no SSAS server

requirement:

• Fully governed data solution

• Generally, all cached mode

features are supported



• No gateway required

Limitations

▪ Q&A index may be <= 60 min old

▪ Q&A explicitly enabled


▪ Azure SSAS monthly subscription



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Application Embedding Power BI Embedded

23


to Service


to Service


Service


On-premises


On-premises

DirectQuery – Deployed to On-

premises


Service

Embedded

Live Streaming

• Integration for ISV solutions

• Enables developer to embed published

solution into custom application using

REST API

• User authentication managed through API

• No Power BI branding

• Filter parameterization

• Generally, all features of the service are

available

• Embed: dashboard, report, visual, Q&A

Limitations

▪ Requires JavaScript & REST API coding skills


▪ Embedded service pay per render

▪ Developers require Pro license

Other “embedding” options may include:

Public (non-secure) sharing through a frame

or link, or organizational sharing in

SharePoint web part


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Application Embedding

24


to Service


to Service


Service


On-premises


On-premises


premises


Service

Embedded

Live Streaming


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Live Streaming

25


to Service


to Service


Service


On-premises


On-premises


premises


Service

Embedded

Live Streaming

Real-time dataset types:

• Pushed dataset (cached data)

• Streaming dataset (non-cached)

• PubNub

• Pushed dataset supports dashboards,

reports, Q&A

• Streaming dataset supports only

dashboards

• Refreshes 1-5x/second

• Limited data types & visuals

Limitations

▪ Supported in the Power BI service

▪ Not supported by Power BI Report Server, on-prem

▪ No modeling or mashup – only one stream


▪ Developers require Pro license

▪ Regular Power BI service licensing applies


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Exploring the Power BI Solution Advisor

tinyurl.com/

PBISolutionAdvisor

(now for the tour)

https://app.powerbi.com/view?r=eyJrIjoiNDM2NDljZWUtMTU4Yi00YmJhLWJjZTQtYzEyYTA0ZDZlNjgwIiwidCI6IjQzMzExZWQzLWZhMTYtNGY0OC05ZGNkLTVlYmI1YmFiZGVhOSIsImMiOjZ9

https://tinyurl.com/PBISolutionAdvisor


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Thank You

Questions

@paul_turley

Sqlserverbi.blog

[email protected]

Related ResourcesPlease see my blog for articles and presentations on related topics, including:

“Power BI For The Enterprise”

Documents

Delivery Options for Planning a Solution › 2018 › 02 › nine-realms-… · Embedded Live Streaming •No Internet access required •Fully governed, on-premises data & report