Embed Size (px)
Citation preview
What You Need to Know to Unlock the Promise of Microsoft Power BI
Webinar:
Housekeeping
• Webinar is being recorded
• 45 minute session
• 15 minute Q&A session at the end
• Slides and recording will be available afterwards
• Send in your questions!
• Type your questions in the Go-to-Webinar Question Box on the right side of your screen
Microsoft Gold Partner
SharePoint and Office 365 Experts
Microsoft Gold Partner
Data Warehouse and Visualization Experts
About Us
Dale [email protected]
Chief Operating
Officer
15+ years in IT ConsultingIT Executive
Interests: Successfully moving firms to the Cloud
Likes flying airplanes
About Dale
Laurent [email protected]
ProjectManager 7+ years in IT Consulting
Interests: Making clients’ lives easier and more productive
Likes taking snowboarding trips
About Laurent
Brian [email protected]
Solutions Architect
18 years in Data and Application Development
Interests: Merging technology with business
Playing guitar and going to concerts.
About Brian
Power BI Overview
Better Visibility, Better Decisions
Key Concepts and Components
Demo
Getting Connected
Building Reports and Visualizations
Share and Collaborate
Getting Started
Q&A
Agenda
What data analytics tool are you using today?
Excel (PowerPivot or other)
Microsoft SQL Server
Other (Tableau, Qlikview, other)
None
Poll
Yes
No
Other platform
No platform
Don’t Know
Poll
Do you currently use Office 365?
Data sources Power BI service
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google analytics
On-premises datae.g. Analysis Services
Organizational content packsCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Excel filesWorkbook data / data models
Power BI Desktop filesData from files, databases, Azure, and other sources
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaborationNatural language query
Reports
Datasets01001
10101
Power BI Overview
10
OLD
Weekly or monthly reporting cycles
Manual refresh of data
Posting or emailing of spreadsheet
Static charts and graphs
No mobile access or alerts
NEW
Daily updates and instant sharing
Automatic refreshes of data
Access through multiple devices
Apps w/ interactive visualizations
User-defined mobile alerts
Benefits: Better Visibility, Better Decisions
11
^
• Power BI Service: Web Version
• Power BI Desktop: Client Version
• Power BI Mobile: Device App
• Power BI Content Packs
• Power BI Pro: $9.99 per user per month
• More Data
• More Frequent Data Refresh
• https://powerbi.microsoft.com/en-us/pricing/
Key Concepts
Key Components of Power BI in a Nutshell
Three key elements are crucial to Power BI:
Dashboards Reports Data and Content Packs
Dashboards, Reports, Data and Content Packs
DEMO
Who Uses Power BI?
Technical Business
BI Developers
BI Pros Power Users/Data
Analysts
Business Users
Getting Connected
16
Power BI REST APIs
Data sources
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google analytics
On-premises datae.g. Analysis Services
Organizational content packsCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Excel filesWorkbook data / data models
Power BI Desktop filesData from files, databases, Azure, and other sources
Power BI Desktop
Prepare Explore Report Share
Power BI service
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaborationNatural language query
Reports
Datasets01001
10101
Power BI Desktop: Building Reports and Visualizations
17
Power BI Desktop: Building Reports and Visualizations
18
Power BI Service: Share and Collaborate
19
Power BI Overview (Using Power BI Desktop)
DEMO
Case Study: SECU
ProblemLack of Enterprise level analysis and reporting framework
Diverse, distributed, unwieldy, disconnected systems
Onerous reporting infrastructure – manual, labor intensive
SolutionIntensive data organization and collection
Build out of data marts and SSAS analysis cubes
Started with SSRS reporting frontend
Extended solution to PowerBI with great ability to analyze data quicker and allow for self serve model
BenefitQuicker time to market with reports
Changed business decisions became more proactive
More real time data for analysis
Ability to tie disparate systems for more complete/sophisticated analysis
Maryland’s Largest Credit Union
Power BI: How We Help Get You Started
Typical Simple Engagement
Typical Complex Engagement
Accelerated 2 week program
Power BI Jumpstart Services
Power BI Accelerated Jumpstart Services – Getting Started in 2 Weeks
26
Week 1 2
Discovery Session
7/7/2016
Design Dashboards
7/9/2016
Build Connectors
7/14/2016
Test
7/16/2016
Deploy
7/18/2016
Discovery Design Connect Test Deploy
› Determine Functional area (sales, marketing, finance, etc.)
› Determine key metrics/KPIs to track
› User groups identified
› User needs/ requirements – analysis and output.
› Mock ups of dashboards
› Spreadsheets with sample data and calculations
› Identification of data sources
› Configure pre-built data connectors
› Develop any custom data connections
› Run tests on data connectors
› Validate report output mobile functionality
› Train power users
› Go live!
Thank you. Learn more about Power BI, download our E-Book.
Next Steps
Accelerated Power BI On-Ramp Service.
Get up and running on Power BI in 2 weeks.
I’d like to find out more!
