Create and publish reports with Power BI for Desktop

Présentation au sujet: "Create and publish reports with Power BI for Desktop"— Transcription de la présentation:

1 Create and publish reports with Power BI for Desktop
Microsoft SharePoint Server 2013 Create and publish reports with Power BI for Desktop Luc Labelle Founder and senior consultant Good morning everyone I hope you’re having conference so far. Welcome to this session on creating and publishing reports with Power BI for desktop. I’m super happy that I got a morning session. I feel people are much more interactive at this time of the day. Who is attending is first SharePoint Saturday ? Who is also attending WPC ? © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2 Microsoft SharePoint Server 2013
Luc Labelle Founder and senior consultant @Luc_Labelle Let me first start by introducing myself: My name is Luc Labelle, I’m the founder and senior consultant of Kabesa Kabesa is IT Consulting firm located in Montreal. We are specialized in SharePoint on-premises and Office 365 I’ve been working with SharePoint since the 2003 version And Power BI since it came out as an application in Prior to that, Performance Point Server Reporting Service Blog.kabesa.ca © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3 Microsoft SharePoint Server 2013
Objectives I spent a lot of time last year positioning Microsoft’s BI tools such as Excel and Power BI by putting them in context in different use cases and explaining the evolution of BI in the enterprise. So I'm not going to cover these topics again today in this session, but if you want to talk about it later on, I’d be glad to do so. I’ll set very little context and focus on demo’s and questions. The level of the session will stay around 100 and is really aimed at users and super users as for objective to expose the attendees to the features offered by the Power BI app for Desktop when comes to create rich and interactive reports. So will talk about The Power BI application And of course of PowerBI for Desktop The powerbi.com web site By the show of hands: Who as ever seen the power BI application ? Who as ever seen the Power BI for desktop application ? Before we start, did any of came in with expectations, questions they’d like to adresse. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4 Typical data flow Find Clean Transform Explore Visualize Share
As I was saying I won’t be insisting on setting up a context in today session, but… Whe we look at the descision taking process based on data, we tipycally get a data flow that looks like this. Let’s assume for a minute that I’m the CEO of Company A and what we do is pretty simple, we sale shirts

5 Today’s focus Find Clean Transform Explore Visualize Share
With that in mind, today we will focus on theses area in of the descision making process based on data.

6 Microsoft SharePoint Server 2013
What is Power BI ? Power BI is an application delivered in Office 365 that enables organizations to centralize their most critical data in one place to enhance the decision making process. It basically allow you to connect to data (Find) Transform and medialize it according to your reporting needs ($) Create reports and dashboards with powerful tools, rich visualizations To share dashboards with colleagues And above all, to access this information from anywhere, anytime, on any "device" © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7 Tree basic concepts Datasets Reports Dashboards Source de données
Un fichier Excel sur mon poste de travail ou mon One Drive Un cube SSAS tabulaire Google Analytiques Rapports Une ou plusieurs pages de visualisations (charte et de graphiques) Tableau de bord  Un élément qu’on créer et qu’on partage avec des collègues Datasets Reports Dashboards

8 Hi level architecture http://app.powerbi.com Analysis tools Browser
HTML Power BI for desktop Excel Non Microsoft cloud software systems (e.g., SaaS applications, IOT scenarios, and data streams) Non-Microsoft cloud On Premises data SQL Server analysis services Databases and other data sources Partner apps Office 365 Dynamics Azure data services Microsoft cloud Mobile devices iOS

9 Demo Power BI application

10 Introduction to Power BI for Desktop
Power BI Desktop is a visual data exploration and reporting tool Commun Scenarios: Connect to data sources Create querries Configure relationships Define data model Design reports Publish to Power BI app A freely downloadable 32- or 64-bit desktop application optimized for use with the Power BI service Integrates proven Microsoft technologies Excel add-ins: Power Query, Power Pivot and Power View Enables multiple ways to transform schema and data Updated on a monthly basis Livré dans les deux 32 et 64 bits la version 64 bits offre de meilleures capacités de compression Power BI se connecter en mode natif à plusieurs sources de données. La liste est en fait assez impressionnante Se connecter à une source de données Direct Connect (Azure et Analysis Services sur Prem) Importation de données et de compresser Une requête est essentiellement un sous-ensemble des données de la source de données à laquelle vous êtes connecté Une requête est généralement constitué d'une série d'étapes "logiques" en utilisant le langage "M«  La plupart de ces étapes, vous pouvez réellement faire sans une seule ligne de code Chaque étape peut être supprimée de cette liste "Steps appliquées", mais ... l est également possible de sélectionner un pas dans la liste pour afficher les données comme il était à l'étape Si vous avez besoin d'une vaste transformation, la logique avance peut être écrite Les étapes formules peuvent être affichées dans la barre de formule Chaque requête est définie par un nom unique dans un espace de travail Chaque requête est utilisée pour charger les données du modèle de données pour transformer les données en dehors de PowerBI lorsque Direct Connect est utilisé Une relation permet à un filtre sur une « table » ou en fait une requête de se propager à une autre table. Elles peuvent être définis entre deux " tables " même si elles ne sont pas de la même source de données aussi longtemps qu'ils sont basés sur une seule colonne avec correspondance des types de données Le modèle de données peut être modifiée en cachant les colonnes de rapports ou prolongée en créant de nouvelles mesures ou des colonnes calculées Ces calculs sont effectués à l'aide de DAX (Data Analysis Expresion) DAX ne sera pas converti aujourd'hui comme il est un peu hors de portée, mais sachez qu'il est là Fonctions d'agrégation communes : Somme Compter Moyenne Min max Certaines propriétés peuvent être modifier le modèle de données Type de données Format Catégorisation Ordre de tri Visibilité

11 Demo Overview of Power BI for Desktop Left menu view Modelization menu
Query Menu

12 Demo Power BI, SharePoint and Cortana Get content from SharePoint
Modify data Change report for Cortana Publish to PowerBI.com Change Dataset settings Demo Cortana Show quick insigts

13 Demo Classic visualizations Get the sales dataset Modify data
Slicer on month Grid with all data Sales by province – Map (both maps) Sales by rep Sales by month by province – Tree map Publish to Power BI Publish to web Put into SharePoint

14 Demo Custom visualizations

15 It’s easy to get started
9/21/2018 It’s easy to get started Everyone who’s been working with Power BI over the last 12 months will tell you this : It’s changing very quickly, every month we have update © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16 Evaluations

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