Power BI

Power BI Desktop is totally free. You don't even need to sign in. You won't be able to share content online though. https://powerbi.microsoft.com/en-us/get-started/ System requirement – Available RAM 1.5 GB + recommended (1 GB minimum) CPU: 1 Ghz or faster Display: Need high resolution or you will not be able to see 1440*900 or 1600*900 Software: IE10, Window 7, Net 4.5, Power BI desktop Data skills: Visualising data and working with others, so need data skills – Excel 2016: Managining and Analysing concept Overview : Power BI concept BI – Is connecting business decision making with facts; - Get data/model/create visualization/share Enterprise BI – SAP, Oracle, IBM, Microsoft - Alternative – Excel was first step into self service BI. Power BI helps create Datasets, create reports – charts and visualization, help create dashboards, Power BI tools: powerbi.com or Power BI Desktop or Power BI mobile. High level Power BI developer and Power BI report server and more but high level, and beyond our scope for now. Power BI Editions: Power BI (free), Power BI(Pro), Power BI (Premium), Go to powerbi.microsoft.com/pricing – Free – can create a workspace, but cant share. For work we need Pro, which helps collaborate, connect excel to dataset being published If we are using Office 365. Premium is pro for large organizations for more than 500 users, helps better administer and manage. Power BI tools – Get Data – using Power BI service or Power BI desktop; Model data using Power BI desktop, Create visualization and reports using Power BI service and power BI desktop Goals - Users – IT professional, Business Analysts, End Users Sign up for Power BI – Down load free – • On left hand side we have navigations like favorites, recent, apps, share with me, workspaces, my workspaces, • The main screen has Discover content – My organization, services and Create new contents – Files, database ------------------ 2. Get Data Overview: Power BI data sources Two broad sources of Data sources – 1) That live in cloud use SaaS solutions; Azure services 2) That live in your premises - SQL server, excel workbooks/data , csv files, power BI desktops Connect to a SaaS solution Click on Services Get – You will see all online services – There is a long list – you can type in search bar on top ‘Sales dynamics’ in case you need to Connect to sales analytics for dynamics Type URl or copy paste – Type next – learn more will give Authentication method – Connection is stored as an application. Upload a local CSV file Get data – Files – Refresh – Local computer/Network share/ (Not refreshed)- Refreshed hourly if in cloud base (One drive for business or sharedrive) Say you upload a file on ‘GDP America’ – you will see Dashboard on the main screen; the uploaded file will be in Datasets. Connect to Excel data that can be refreshed Work books need to formatted as table. Select data and check ‘Format as table’ and save the file. (Save As – One Drive) {Save/Synchronize} button means it is saved in cloud. Delete local copy is a good idea. You can import or connect – Better import as it will refresh automatically. Time to import will be based on size of file. (Now we have two datasets and one App-saas) Connect to a sample – (Retail Analysis) You can get, reports/dataset/dashboards. -------------------------- • 3. Create a Report with Visualizations Explore the Power BI portal You can explore the various features. Overview: Visualizations Charts based on same data set – modify and manipulate visuals. We have different types like – Charts, Text visualization (Single number card, Multi row cards, KPI, Tables, Matrix), Geospatial Visualization (Map, Filled Map, ArcGIS Map), Other visualization(Tree Map, slicer, image) combine visualization to create story. Share in App workspace, or take visualization and pin to dashboard. Using visualizations You can view each, export to excel, pin, Create a new report Three methods: Use power BI desktop 2 using power BI portal Save copy of report and modify that. – File – save a copy Create and arrange visualizations Type of visualization that comes depend on data selected. You can move, drag, adjust shape/size/ add header. Format a visualization Tab session helps us do that. Create chart visualizations You can add pages and do it. Go to Field list – categories. Tables – don’t use data labels and legends together. Can get granular in formatting. Use text, map, and gauge visualizations and save a report Select city (its geo special) – it will give map. Eg. Add name/store number – work on fields to add/delete column Use a slicer to filter visualizations Had data card with funnel, help filter Sort, copy, and paste visualizations Download and use a custom visual from the gallery Created by Microsoft or others. App.powerbi.com; Market place/My organization apps. You can download from market place new custom visuals. Import a custom visual/delete. ---------------------------- 4. Modify and Print a Report Rename and delete report pages Move page – drag and drop. Delete pages. Ctrl Z it will come back until you save. Once you save you will not get it back. Add a filter to a page or report We can work in report in Edit view or reading view. Edit view reports are small while in read view it will be bigger. We can use Filters – Report level, Page level, basic , advanced, Conditional etc. Set visualization interactions Print a report page Can print only current page ; can add header and footer, date Send a report to PowerPoint File – Export to Powerpoint. --------------------- 5. Create a Dashboard Create and manage dashboards From data, scratch or report. Single page, but no tabs. So need to choose most significant data. Will support natural language query (Ask a question about data), share. Switch tile to focus mode, and print only that tile. Pin a report tile to a dashboard Changes in report will not be reflected in the dashboard, it will be pinned as a picture. Pin a live report page to a dashboard Any change in report will be updated here. Pin live page. Pin a tile from another dashboard Pin an Excel element to a dashboard From Power BI Desktop – select Power BI publisher for Excel More used for Pivot table – Need above Excel 2007 In excel you will see Power BI. – Select/Pin/open Power BI - can pin table/range. Refresh the dashboard, Manage pinned elements in Excel Snapshots are published in dashboard. Add a tile to a dashboard 4 media files – video, text, web, image, and 1 Real time data i.e. custom streaming data eg. Sensors on manufacturing report. Build a dashboard with Quick Insights Choose dataset – insight turn data to visualization Set a Featured (default) dashboard ----------------------------------------------- 6. Ask Questions about Your Data Ask a question with Power BI Q&A Tweak your dataset for Q&A Have data in table format, Name tables, Enable Cortana for Power BI Windows have a speech recognition feature called Cortana – to help BI utilize this better, the requirements are – Windows 10 update 1511, Cortana enabled in windows, Use office 365 account used in Power BI, Enable cortana for the database. Go to - ) Settings -) Datasets -) Q&A and cortana select allow cortana to access this dataset -) Apply ------------------------------ 7. Share Data with Colleagues and Others Overview: Sharing reports and dashboards How? 1) Report – Publish in web – can view only – People cannot share with others 2) Share Dashboards. – People in network can share with others, can view, but not edit. 3) Create dashboard for a group. 4) Publish a content pack. – Original is not editable, but those using can edit. 5) Share a tile snapshot Publish a report to the web File -) Publish to web. Risky as all can see. You can copy link and email. : Security through obscurity. Manage published reports Share a dashboard Create an app workspace and add users Workspace -) create work space (paid feature/help members to edit – like office 365 feature) Use an app workspace Publish an app You can assign colours to different teams. Get Data -) My organization you can see this App; also you can see on LHS – All can see. Replaced content packs. Create a QR code to share a tile – Quick response code. Embed a report in SharePoint Online – File – Embedd in sharepoint online ; tedious thing is to give permission. ------------------------- 8. Use Power BI Mobile Apps Google pay, Appstore and search for power BI or download from portal and send me a download link can open in mobile. View reports and dashboards in the iPad app Use workspaces in the mobile app Sharing from Power BI Mobile --------------------------------------- 9. Use Power BI Desktop Install and launch Power BI Desktop Help • Model data – Transform, shape, merge • Relate data • Work offline. Download – Power BI button. Get data Reduce data Transform data Relate tables Get Power BI Desktop data with the Power BI service Export a report from Power BI service to Desktop Power BI Desktop definitely work with the files you have on you computer, what you see in the Service is what's been published, however you can download a copy of what's been published to the Service. PBIX download can be done for reports created in Power BI desktop after 2016