Creating Power BI solutions using Power BI Desktop
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1 Creating Power BI solutions using Power BI Desktop Presented by Ted Pattison About Ted Pattison and Critical Path Training Ted Pattison 25 years as an author, technical trainer & conference speaker Specializing in Power BI, Office 365, SharePoint & Azure SharePoint MVP since 2004 Critical Path Training Advanced technical training on Power BI, SharePoint & others Offering Power BI Bootcamp as 3-day deep dive into Power BI My Upcoming Power BI Training Events PBIUG Focus Event in Chicago on June 7-8 Power BI Bootcamp in Tampa on May 11 Power BI Bootcamp in London on July Power BI User Group (PBIUG) - All Rights Reserved Page 1
2 Webinar Agenda What is Power BI? The BI Project Lifecycle Getting Started with Power BI Desktop Using Power Query to Import Data Using Power Pivot to Model Data Publishing Power BI Desktop Projects What is Power BI? What is Power BI? Cloud-based subscription service Environment which promotes self-service BI to the end user BI Platform to assists with data import, analysis and visualization Power BI benefits from being a cloud-based service It takes only 5 seconds to subscribe to the Power BI service New users can create something significant in 5 minutes or less Power BI adoption numbers (as of Q1 2016) 5 million subscribers 200,000 organizations 40 different languages 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 2
3 Power BI Benefits from Microsoft Azure Power BI is Built on Top of Microsoft Azure Power BI solutions can be scaled as required Power BI solutions have international reach The Power BI Service The Power BI Service Provides cloud-based foundation for Power BI platform Accessible to subscribers through Provides cross-browser experience for BI solution consumers Provides limited support to BI solution authors 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 3
4 Power BI Service Architecture Power BI support for authors and consumers BI solution authors have a choice in authoring tools BI solutions consumers can use wide range of devices Power BI Solution Authors Browser Power BI Desktop Power BI Service Power BI Solution 1 Power BI Solution 2 Power BI Solution Consumers Browser ipad App iphone App Microsoft Excel 2016 Custom Application Power BI Solution 3 Power BI Solution 4 Android App Windows 10 Phone App Custom Application Agenda What is Power BI? The BI Project Lifecycle Getting Started with Power BI Desktop Using Power Query to Import Data Using Power Pivot to Model Data Publishing Power BI Desktop Projects 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 4
5 Project Lifecycle for a Custom BI Solution Lifecycle of a typical BI project includes... Discover where the data lives Extract, transform and load (ETL) data Model data to create dataset for analytics and reporting Design and implement reports on top of dataset Consolidate reports to one or more dashboards Package project artifacts for deployment Deploy to production environment Typical BI Project Lifecycle Data Discovery ETL Data Modeling Design Reports Create Dashboards Deploy Dashboards Working with Power BI Desktop Power BI Desktop focuses on three phases Power Query features used for Data Discovery Power Query features used for ETL Power Pivot and DAX used for data modeling Report creation using the Power BI report designer Assistance from Power BI Desktop Data Discovery ELT Data Modeling Design Reports Create Dashboards Deploy Dashboards 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 5
6 Agenda What is Power BI? The BI Project Lifecycle Getting Started with Power BI Desktop Using Power Query to Import Data Using Power Pivot to Model Data Publishing Power BI Desktop Projects Installing Power BI Desktop Power BI Desktop installs as click-once application Can be installed when logged into Power BI service 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 6
7 Launching Power BI Desktop Projects and PBIX Files Power BI Desktop projects saved using PBIX files PBIX file contains queries created with Power Query PBIX file contains data imported using queries PBIX file contains data modeling definitions PBIX file contains reports Local Desktop Environment Power BI Service Power BI Desktop Report Local Data Cache PBIX Project File Dataset 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 7
8 Getting Around in Power BI Desktop What do you need to learn to use Power BI Desktop? Power query features for importing data Power Pivot features for modeling data Report designer for creating reports Navigating between view modes Report View Data View To access Power Query features Relationship View Data View Primary view used when data modeling with Power Pivot Data view displays columns and rows for each table You can extend tables with calculated columns and fields 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 8
9 Relationship View Displays tables, fields and relationships Used to view tables, fields and relationships in project's dataset Used to create relationships when importing new tables Report View Report view displays report of current project Report designer is the same as in the Power BI service Dataset appears in consumer mode - not author mode 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 9
10 Getting Up and Running with Power BI Desktop Agenda What is Power BI? The BI Project Lifecycle Getting Started with Power BI Desktop Using Power Query to Import Data Using Power Pivot to Model Data Publishing Power BI Desktop Projects 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 10
11 Creating Queries with Power Query Power BI Desktop support Power Query features Creating a new query The difference between Load versus Edit Load command creates the query and runs it as is Edit command creates query & opens it in Query Editor window Query Editor Window Power BI Desktop provides Query Editor window Provides Power Query features for designing queries Displays list of all queries in project on the left Displays properties and step for selected query on right 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 11
12 Example Query Step: Choose Columns Select which columns to include in query output Importing Data using Power Query 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 12
13 Agenda What is Power BI? The BI Project Lifecycle Getting Started with Power BI Desktop Using Power Query to Import Data Using Power Pivot to Model Data Publishing Power BI Desktop Projects The Project's Data Model Each PBIX project has a data model Data model contains tables and relationships Tables contain three different types of fields Native columns Calculated columns Measures 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 13
14 Creating Calculated Columns Calculated column can be added to table Calculated columns created with DAX expressions Creating Measures Measure defined as DAX expression with format settings 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 14
15 Modeling Data using Power Pivot Agenda What is Power BI? The BI Project Lifecycle Getting Started with Power BI Desktop Using Power Query to Import Data Using Power Pivot to Model Data Publishing Power BI Desktop Projects 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 15
16 Publishing a Power BI Desktop Project Power BI Desktop provides Publish command Used to publish project to Power BI service Requires logging into your Office 365 account Published articles added to your personal workspace A Published Power BI Desktop Project 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 16
17 Publishing a Data Analysis Project using Power BI Desktop Summary What is Power BI? The BI Project Lifecycle Getting Started with Power BI Desktop Using Power Query to Import Data Using Power Pivot to Model Data Publishing Power BI Desktop Projects 2016 Power BI User Group (PBIUG) - All Rights Reserved Page 17
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