Power BI. CRMUG North Central Chapter. September 2, 2015

Transcription

1 Power BI CRMUG North Central Chapter September 2, 2015

2 Tad Thompson 11 years of Microsoft Dynamics CRM Experience CRM MCT for past 2 years Technical trainer and Senior Consultant: CRM reporting, Power BI infrastructure, implementations, USD, CRM Enterprise Academy, CRMUG Speaker, SharePoint PowerObjects 280+ employees - Located in Minneapolis, Atlanta, Chicago, Cincinnati, Dallas, Omaha, Philadelphia, New York, San Francisco, Seattle, Toronto Focuses 101% on Dynamics CRM Implementations Online, On premises, Partner Hosted Small 5 user implementations to global 10K user implementations 20 add-ons for Dynamics CRM - $1/user Tad.thompson@powerobjects.com Sr. Technical Advancement Developer 3

3 Topics A look back How did Power BI get to here Planning it With my infrastructure, what are my options Power BI Desktop Create stunning visualizations quickly Nuts and Bolts Cool, but how do I put it together Been there I ve been using the Power BI Excel add-ins, now what? What Else? Mobile App My Power BI Natural Query Language Content Packs Refreshing data Security 4

4 How did we get here?

5 Power Pivot Analysis Services in Excel 5

6 Power View Robust dashboard reporting Excel 2013, Office 365, or SharePoint Robust data sources - OData Dynamic filters and connected report parts Presentation Ready cases 6

7 Power Map Geo Reporting Geo spatial dimensional BI Stunning visualization Tell a story 7

8 Power Query Data Exploration Search and pull in data form any api Access, harness, transform, and mash-up data like never before 8

9 Office 365 or SharePoint Tablet / Win 8 app Power Query and CRM Online Ask the data 10

10 Featured Reports

11 Ask the Data

12 Power Tablet / Windows 8 App

13 Power BI Reports in CRM Dashboards

14 Planning it

15 With my infrastructure, what are my options? Power BI.com Security and Permissions Online or On Premise Gateways 16

16 Power BI.com Just need an to get free version 17

17 Power BI vs. Power BI Pro Free 1 GB/user Daily Data Refresh 10k rows/hour $9.99 user/month 10 GB/user Hourly Data Refresh 1M rows/hour Gateways Groups Content packs Data Catalog 18

18 Online or On Premise data Online OData CRM Connection Simple authentication Native data refresh On Premise SQL Server Filtered Views Data management gateway for connecting and refreshing data 19

19 Collaboration and Security Was: Permissions to folders and workbooks in SharePoint Online Now: O365 Groups Now: Group Membership Was: Team Sites Still: Shared queries in the data catalog 20

20 Gateways # Do you need a Gateway? Points to consider # Refresh On Premise data # # Mix of Online and On Premise 21

21 Data Management Gateway Legacy gateway Manage corporate connections Multiple Instances 22

22 Power BI Personal Gateway Released with Power BI Desktop Control credentials Schedule refresh 23

23 Power BI Desktop

24 Formally known as Power BI Preview

25 Do I have it already? 26

26 Full release in July 27

27 Redesign and loads of new features 28

28 How do I put it together? Desktop Designer Get Data Publish Dashboards Reports Pinning Data refresh Sharing 29

29 Demo: Power BI Desktop

30 Nuts and Bolts

31 Groups Share Content Visible in O365 Active Directory *Coming soon 32

32 Content Types Dashboards Reports Datasets 33

33 SaaS Content Packs 34

34 Direct Query 35

35 Ask the Data Natural Query Language 36

36 Mobile App 37

37 Mobile App Annotate and Share 38

38 Demo: Groups, Ask the Data, Mobile App

39 Been there what do I do now?

40 Excel Add-ins Continue to be supported Power Pivot Power View Power Query Excel 2013 Power Map 41

41 Excel Workbook Content

42 Import into the Power BI Desktop 43

43 Edit migrated reports 44

44 Questions? WHY WHY WHAT HOW WHEN WHO HOW WHAT HOW WHEN WHAT HOW WHO WHERE WHY HOW WHAT 45

45 Resources Power BI Site Pricing Blog Dashboard Site Training 46

46 THANKS! Tad Thompson Sr. Technical Advancement Developer Power BI