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  • On Office Mechanics today we are going to take a first look at the latest Power BI updates.

  • Well show you how easy it is to organize all the data that matters in a single live

  • dashboard without being a BI expert. And well show the latest in secure access to cloud

  • data and how you can collaborate, share and stay connected from any

  • device beyond the browser with our native mobile apps.

  • So I’m here with resident Power BI expert Michael Tejedor. Now we

  • brought him on to The Garage about a year ago to introduce Power BI. Welcome Michael.

  • Thank you Jeremy and thanks for having me back on this new show. So very excited to

  • be here. we've introduced some great new updates to Power BI since last time we spoke.

  • Alright so what's new? What's changed?

  • Well we really are making Power BI a lot easier to use and for people to get started with

  • it. And we've also introduced new dashboards that allow people to bring data from multiple

  • different sources all into one spot so they can monitor it.

  • Great. I think I am seeing that right here, right now. This is the dashboard. This is

  • right when I log in. I get to see this rich information, not just the list of the models

  • like I had last year.

  • That's right. So essentially this is the starting experience. It’s polling data from multiple

  • different data sources. And here we have live tiles of our data. So this example is: I'm

  • an organization where I can now see at a top level all the travel spend across my

  • organization. Here weve got different views of that data and

  • right away we can see that we have a variance to budget. It’s showing me that I'm about

  • 1.4 million dollars overspent. So the first thing I’ll want to do is explore that, understand

  • where that spend is going and if there is anything I can do to actually fix

  • it. So I can drill into that tile to an underlying report, and here we've got more information

  • specifically associated with that particular area of budget and spend.

  • Terrific, okay.

  • So if I want, I can actually begin to edit this report. And here we can see we're in

  • edit mode. I've got the data from my model that

  • shows up there. I can switch these visualizations if I want. So, for example, I don't really

  • like pie charts very much, so what I can do is, I can switch that to one of our new visualizations,

  • the tree map. And here we can see the data in a new way.

  • Right.

  • I can open up some real estate here. So let's remove this visualization.

  • Okay.

  • Let's take a look at the additional cost of business class travel,

  • and maybe we want to then apply a filter to that. So I might want to see if somebody's

  • booking travel within sort of a six-day period of time before they actually leave, how much

  • that costing us. So I can drag that up there. And see it all touch optimized so it's very

  • easy for me to explore the data. And now I might want to see, well how much additional

  • business cost is the business incurring for travel related to, say, training purposes.

  • So I can click on training here, and we can see that not a lot of spend is for training

  • purposes. Say for trade shows, maybe I'm going to one of the trade shows. And

  • then maybe for internal purposes. So we can see here, there's a lot of spend for internal

  • purposes.

  • It’s about half the spend, almost, is on internal.

  • About 1.3,1.4 million dollars.

  • Right.

  • So I might want to, at this point, put a policy in place that says, you know if you're traveling

  • for internal purposes we prefer you travel coach versus business class, so that we can

  • actually close that gap in spend. Now I might want to start to track this. Once I put the

  • policy in place I'm going to continue to monitor to

  • see how we're doing on this particular area. And what I can do is,

  • I can actually pin that right back to the dashboard. And if you go back to our dashboard

  • and take a look- I won’t actually save the changes I made to this report- we can see

  • that that graph is back on the dashboard. It’s live and I can continue to monitor

  • it alongside all my other data.

  • This is great. So if you're not an expert in terms of Power BI and creating these types

  • of dashboards, really once the models are loaded into the system, it's pretty easy to

  • customize this view then, as we just saw.

  • That's right. And now, the other thing is, you know, how quick is it for me to get started.

  • Let me show you some of the things we're doing in the GetData dialogue to really make it

  • a lot easier for people to get started, you know, monitoring their data. So here we can

  • see that we've got a number of out-of-the-box solutions. I can see we've got solutions for

  • say GetHub, Marcetto, CRM Online, SalesForce and SendGrid. You know, essentially working

  • with some of the most popular solutions out there to build package solutions, so

  • that now if I go to SalesForce.com, the connection I say connect, I can log into Salesforce.com,

  • and what PowerBI will do for me is connect my account, create models, reports, dashboards

  • for me and then present that to me as a getting started place. So it is a lot easier for me

  • to actually start to interact with data out of the box.

  • That's terrific. So you just have to use your account information for all the other cloud

  • services that you have, connect into those and we will be able to create basically templates

  • or packages that show you all of that data in a really nice way through Power BI. Now

  • what are the other options that I have to get data into Power BI?

  • Yes, there are a couple other options here. So for example, you can see that you can use

  • Excel to connect to data, build some models, built some reports, publish that into this

  • environment, and then you can build out your dashboards. And those dashboards

  • remain live. So we've got all the plumbing in place to make sure that those dashboards

  • still connect back to the original data source, they are refreshable. I've got the new Power

  • BI Designer, which allows me to build reports, connect to Power BI and publish those reports

  • out to Power BI as well. As well as new connections directly to analysis services, so if i've

  • got on-premise analysis services models, I can connect to those as well and start to

  • build up my dashboards.

  • Terrific. Can we have a look at the architecture of what it looks like to connect to these

  • types of datasources?

  • Yeah, let me actually map it out for you.

  • Alright. So, you know, to get started with Power BI, it's very easy. Power BI is a cloud-based

  • service so essentially I can go to PowerBI.com and within minutes I’ve got my Power BI

  • environment up and running. The next step is really, well, how do I connect that to

  • data, right? And we're doing three things, three sort of areas, where we really focus.

  • One is around creating these out-of-the-box experiences for Salesforce.com, for CRM Online,

  • for Marceto, and so forth.

  • Okay.

  • And essentially that allows me to get started very quickly if I’ve got a subscription

  • to one of these services, and Power BI does all the creation of the models and dashboards

  • and reporting, to get me started very quickly.

  • Right.

  • The other thing, as I mentioned, is, well, I could actually connect to data using Excel.

  • Of course, last time we did a show

  • We did a great couple of demonstrations connecting some data with a bar. And also we've done

  • this in Barcelona, connecting to data in terms of the El Clásico match.

  • That's right. So that’s still a great way to get data into

  • Power BI, right? And we also introduced a new Power BI designer, as well as another

  • way to be able to build those reports for Power BI.

  • Now what we're introducing as well is the ability to directly connect to Analysis Services

  • for a lot of our corporate users.

  • So hold on. So this is the demarcation of what's in the cloud and

  • what's online.

  • That's right.

  • So this means that, I think you're going to where, basically if I’ve got a data source

  • on premises. Say I have been using and NERP system, I’ve got other databases that I’m

  • managing, we've had this for a few years (few decades in some cases), I can connect now

  • Power BI to those as well.

  • That's right. So a lot of our customers use Analysis Services to create their models on-premise.

  • Okay, and how does that work?

  • Well the way that this works is essentially I'll have Analysis Services models on-premise,

  • and now I can interactively do a live serve Query against those models on premise. And

  • none of the data actually now needs to reside in the cloud. So this is very important

  • for a lot of our corporate customers, who have invested as you said,

  • a lot of time building out these on-premise models. They want a visualization layer that’s

  • cloud-based because of all the benefits of having that: the time for insight and solution.

  • But they don't actually move the twenty-four terabytes of data into the cloud. So the way

  • it works is every time I interact with the dashboard in the cloud it'll do a live query

  • down to Analysis Services, and then it will return, it will fetch the data and bring it

  • back up to Power BI. So none of the data is actually resident in the cloud.

  • And we are using Azure Active Directory, so every call from Power BI is authenticated

  • and authorizing just the data the you have access to straight from Analysis Services

  • in the underlying databases as well, right?

  • That's right, yeah. So the way it works is that the credentials that I've set in Power

  • BI, they're sent down to Analysis Services, all the data level security is applied at

  • the Analysis Services level. So for example if I'm accessing the data I

  • can see only the data I have access to, you can only see the data that you have access

  • to. All that data level security is applied and then it's returned up to Power BI.

  • Great. So we know with the Sass-based solutions, they are in the cloud. And with the Excel

  • models and the other Power BI tools, those are going to be things reside in the service.

  • How is performance running in terms of having connections backed on prime data services

  • through Analysis Services?

  • So actually the performance is great. Performance across the various

  • different data sources is about the same. So you saw the

  • performance in the demo I just did. It's very snappy. The reason for that is actually not

  • a lot of data flows through the pipe. So if I'm doing a search forwho are my at twenty

  • most profitable customers,’ it’s those twenty most profitable customers

  • that flow back through the pipe, it's not the the full set.

  • So all the heavy lifting is being done by Analysis Services before that report gets

  • generated and viewed through those devices. So, another question I know that we are excited

  • to talk about is what if you're on the go? What if you don't have something

  • powerful to view, or maybe a standard web browser, to view all this content? Do you

  • have a solution for me there?

  • We do. So essentially the dashboards that we took a look at. Those are all HTML5. All

  • the reports are a HTML5. So on any device I can access my dashboard and I can view.

  • Also, what we created are these native applications for the new experience, and the first of those

  • is for the iPad. So what we see here is the new iPad app. And I can if I want, go into

  • one of the reports, you can see I interact with one of the different visualizations.

  • I can go into the underlying report just like we did here and I can explore it. Or if I

  • see that something's tracking off, I can quickly share a snapshot of that

  • different visualization. You see it gets embedded in my email and I can send that off to a colleague

  • with a link to the original dashboard so that they can go and explore the issue in more

  • detail.

  • Great. This is exciting stuff. So how do I get started with the new updates the Power

  • BI?

  • So you go to PowerBI.com. We're now introducing a new free version of Power BI as well, so

  • you can sign in to the free version and get started right away. And it takes just a minute

  • or two to get it up and running.

  • Terrific. So thanks for showing all this. Of course you can find all this on Office.com/Mechanics,

  • and all the news on blogs on Office.com every week. Thank you for joining and goodbye for

  • now.

On Office Mechanics today we are going to take a first look at the latest Power BI updates.

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A2 BEG bi data power dashboard analysis connect

Overview of the Power BI Preview from Microsoft

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    Chris Lyu   posted on 2015/12/15
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