BI Reporting For Dynamics CRM Online Technical Deep Dive

Session 2:

Power BI

1.What is Power BI

2.Components of Power BI

3.Developing/Publishing Power BI Reports

4.Scheduling Refresh

5.Q & A

Agenda

Power BI

Power BI for Office 365 is Microsoft's cloud-based business intelligence (BI) solution that works from within Excel and Office 365 to analyse and visualize data in a self-service way

Discover insights about your data with highly interactive, powerful data exploration and visualization

Power BI Components

Excel 2013:• Power Query – easily connect to data from public and corporate data sources, transform data

and share queries• Power Pivot – create a sophisticated Data Model directly in Excel• Power View – create reports and analytical views with interactive data visualizations• Power Map – visual tool for geospatially based data analysis

Office 365:• Power BI Sites – share, view, and interact with reports • Power BI Q&A – use queries to find, explore, and report over your data• Query and Data Management – share and manage queries and data sources, and view query

usage analytics

Power BI Windows Store App – view reports on the go, with the Power BI app

Demo 1 : Movie Rating Analysis

Source: Text fileUsing Power Query(To pull, clean and load data into power pivot data model)

Reports: User Demographics Genre AnalysisMovie Rating Analysis

Developing Power BI Reports

Demo 2 : Sales Analysis

Source: Adventure works database

Reports: Sales Details Sales Scatter Sales Map

Developing Power BI Reports

Power BI Data Flow

Power BI in Office 365

1.Setup Gateway

2.Setup Data Source

3.Setup Refresh

Scheduling Data Refresh

Power BI Architecture

SQL Server

Power View

Power Pivot

Power BI for Office 365/ SharePoint Online

On Premise /Azure VM

External Data

sources

Power Query

Need of SQL Server Data Warehouse

• In Power Query there is a direct connection available for Dynamics CRM Onlineo But this connection is not supported for auto refresh of datao This task of refreshing needs to done manually offline

• Advantages of SQL Server Data warehouse:o Can integrate data from different sourceso Can serve as single integrated source of clean data for organizationo End users can easily query data for adhoc reporting

Contact Us -www.cloudfronts.com info@cloudfronts.com

CRM 2015 Release Preview Guide: http://go.microsoft.com/fwlink/?LinkID=511975&clcid=0x409

Q & A