power bi deep dive - tips and tricks from the preview program
DESCRIPTION
You've seen what Power BI can do. From lightning fast data mashups to dynamics reports to natural language queries. The question now is, "how do I get it to work for me?". That's what this session is all about. It will show you what's behind those impressive demonstrations, how they work, and what you need to do to make Power BI work for you. Power BI has had a long preview program, and there have been many lessons learned along the way. This session will share those lessons, outlining some "best practices" when using Power BI. All of the constituent components will be covered - Excel, Power Pivot, Power View, Power Map, Office 365, BI Sites, and the Data Management Gateway. After attending this session, you'll be able to roll out Power BI and avoid the pitfalls.TRANSCRIPT
Power BI Deep DiveTips and Tricks From the Preview Program
John WhiteChief Technology OfficerUnlimitedViz Inchttp://whitepages.unlimitedviz.com@diverdown1964
John WhiteCTO/Co-Founder of UnlimitedVizSharePoint Server MVP, SQL Server v-TS
[email protected]://whitepages.unlimitedviz.com@diverdown1964
3© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Agenda
Components
Considerations
Demos
Q&A
4© DEVintersection. All rights reserved.
http://www.DEVintersection.com
BI Architecture 101
Data Marts
Extract, Transform, and Load (ETL)
Middleware Server(s)
DataWarehouse
Storage Design and Visualization
Data Cubes and Tabular Models
E
T
L
Reporting Server(s)
BI and Designer Clients
Source data
5© DEVintersection. All rights reserved.
http://www.DEVintersection.com
EE
Microsoft enterprise (classic) BI
SQL Server DBSQL Server Integration Services (SSIS)
SharePoint (with)• Excel Services• PowerPivot for SharePoint• SSRS SharePoint Mode• PerformancePoint
SQL Server DB
Storage Design and Visualization
SQL Server Analysis Services Multidimensional and
Tabular modes
L
SQL Server Reporting Services (SSRS)
ExcelSQL Data ToolsReport Builder3rd party tools
ETL
E
T
Source data
6© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Microsoft personal BI (All in Excel)
Worksheets
Tabular Data Model (xVelocity)
Pivot Charts and Tables
Power View (Analytic reports)
Power Map (Geospatial and time series data)
Power Pivot (Model design)
Power Query (ETL)
Power Pivot Import (EL)
7© DEVintersection. All rights reserved.
http://www.DEVintersection.com
On
Pre
mis
es Exce
lPower Pivot
Power View
Power Query
Power Map
Power BI Components
Data Management Gateway
Power BI for Win 8
Power BI for iOS
Power BI for ?
Clo
ud
Power BI sites Powe
r Q&A
OData feeds
Shared queries
Large models
Multiple browsers
8© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power Query
Transform data
Share queries
Discover and acquire data
9© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power View
Analytical reporting not prescriptive reporting
Easy to build and share
Personal data analysis
Power Query/Power View demo
Alcohol Consumption
World Health Organizationhttp://apps.who.int/gho/data/node.main.A1022?lang=en
11© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power Query Considerations
• Log in to share/use queries• Deleting PQ Connections • Not currently refreshable (will be soon)• Powerful new data language (“M”)• Be careful with Power Query edits (Don’t do it…)
12© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power View considerations
• Available through SSRS and Excel (different!)• Primarily delivered through Silverlight• HTML 5 currently in preview• Supported in the mobile client
13© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power Map
Animation based
Visual tool for geospatially based data analysis
Power Map demo
Hurricane Sandy
15© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power Map considerations
• Excel only – no browser support (yet)• Visualizations can be exported and shared• Can’t easily filter data – build your model accordingly
16© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Data Management Gateway
Cloud based data refresh
OData endpoints for on-premises data
Access on premises data from the cloud
17© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Data Management Gateway on-demand refresh
Browser
Data Management Gateway
Internal data source
Data Management Gateway demo
Configure on premises data access
19© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Data Management Gateway considerations
• No incoming firewall needed – outbound is required• Currently only limited support
• MS SQL • Oracle
• Examine PowerPivot connection string• Power Query not supported (yet)• Refresh process monitoring (diawp.exe, diahost.exe)• On demand refresh is tricky
http://whitepages.unlimitedviz.com/2013/09/power-bi-working-with-the-data-management-gateway/
20© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power Q&A
Intelligent visualization selection
Natural language query
Power Q&A demo
22© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power Q&A considerations
• Currently demo mode only• English only support initially
Early Guidance
24© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Power BI Boundaries
SharePoint storage
Power BI ModelMaximum workbook size
Excel Services rendering
2 Gb
10 Mb 250 Mb
260 Mb
Browser editing
30 Mb
http://whitepages.unlimitedviz.com/2013/08/power-bi-office-365-and-file-size-limits-be-careful/
25© DEVintersection. All rights reserved.
http://www.DEVintersection.com
What about on-premises?
Feature PowerPivot for SharePoint
Power BI
Interaction with Embedded Models
Yes Yes
Power View rendering Yes (with export) Yes
Use embedded model as data source
Yes No
Auto refresh Yes Yes (limited)
Model size limit 2Gb 250 Mb
Thumbnail gallery Yes Yes
Pre-optimize workbooks No Yes
Publish OData feeds No Yes
Natural language query No Yes
Mobile client No Yeshttp://whitepages.unlimitedviz.com/2013/12/whither-power-pivot-for-sharepoint-a-comparison-with-power-bi/
26© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Load data into the model ONLY!
Default is this Should be this
27© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Hide unwanted artifacts
28© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Design for mobile
• Excel items first, Power View pages second• Items ordered alphabetically• Power View pages in workbook order
• Name every item• No titles for items• Use large text• Legends at bottom• Name PV tabs and sheetshttp://office.microsoft.com/en-ca/excel/design-reports-for-the-power-bi-app-HA104097304.aspx
29© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Action Items
Sign up for the preview 30 day eval 90 day eval for partners - http://www.microsoftofficedemos.com/
Blogs http://whitepages.unlimitedviz.com http://cwebbbi.wordpress.com
Twitter - @diverdown1964 Forums-
http://social.technet.microsoft.com/Forums/en-US/home?forum=powerbiforoffice365
Power BI Showcase Samples Program http://pbishowcase.azurewebsites.net/
30© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Q&A