POWER BI 01/11/2016 White Paper SMIT Arun Kumar Mateti Microsoft [email protected] Confidentiality Statement Include the confidentiality statement within the box provided. This has to be legally approved Confidentiality and Non-Disclosure Notice The information contained in this document is confidential and proprietary to TATA Consultancy Services. This information may not be disclosed, duplicated or used for any other purposes. The information contained in this document may not be released in whole or in part outside TCS for any purpose without the express written permission of TATA Consultancy Services. Tata Code of Conduct We, in our dealings, are self-regulated by a Code of Conduct as enshrined in the Tata Code of Conduct. We request your support in helping us adhere to the Code in letter and spirit. We request that any violation or potential violation of the Code by any person be promptly brought to the notice of the Local Ethics Counselor or the Principal Ethics Counselor or the CEO of TCS. All communication received in this regard will be treated and kept as confidential. 2 Table of Content Abstract ............................................................................................................................................................................. 4 About the Author .............................................................................................................................................................. 4 About the Domain ............................................................................................................................................................. 4 1. Introduction .............................................................................................................................................................. 5 2. POWER BI Concepts .................................................................................................................................................. 5 3. Dashboards ............................................................................................................................................................... 5 4. 3.1 Create an empty dashboard ............................................................................................................................. 6 3.2 Dashboard tiles in Power BI .............................................................................................................................. 6 3.3 Tile Creation ...................................................................................................................................................... 7 Reports ...................................................................................................................................................................... 8 4.1 Create a new report from a dataset ................................................................................................................. 8 4.2 Create a new report from an existing report .................................................................................................... 9 5. Datasets .................................................................................................................................................................. 10 6. Conclusion ............................................................................................................................................................... 11 7. References .............................................................................................................................................................. 12 3 Abstract Microsoft's new service, Power BI, provides a way to analyze data and present the results in a visually appealing way, without the bother of consulting an enterprise business intelligence software package. Power BI is a business intelligence solution developed by Microsoft to convert data into information. Power BI is a self-service tool delivered using Microsoft Excel and Office 365. Using Power BI, users can generate charts and reports for data analysis and data visualization purposes. About the Author Arun Kumar Mateti (522896), 9+ years of experience in Development. About the Domain Microsoft Corporation develops a wide range of software products and services. Its products include operating systems for computing devices, servers and phones. 4 1. Introduction Power BI is a business intelligence solution developed by Microsoft to convert data into information. Power BI is a self-service tool delivered using Microsoft Excel and Office 365. Using Power BI, users can generate charts and reports for data analysis and data visualization purposes. Power BI Designer unifies the formerly separate Power BI Excel add-in tools: Power Query, Power Pivot and Power View into one powerful application. It is an optional Power BI content authoring option for users that are unable to upgrade to the latest version of Excel. For Excel Power BI fans, the existing Power Query, Power Pivot and Power View Excel tools will continue to be supported. However, Microsoft shared that Power BI Designer will be updated more frequently than the Excel Power BI add-ins and remain a truly free desktop offering after the preview version is released into general availability later this year. 2. POWER BI Concepts Microsoft Power BI helps us stay up to date with the information that matters. With Power BI, dashboards help us keep a finger on the pulse of your business. Your dashboards display tiles that you can click to explore further with reports. Connect to multiple datasets to bring all of the relevant data together in one place. The 3 major building blocks of Power BI are: dashboards, reports, and datasets. You can't have dashboards or reports without data (well, you can have empty dashboards and empty reports, but they're not very useful until they have data.) 3. Dashboards A dashboard is something you create or something a colleague creates and shares with you. It is a single canvas that contains one or more tiles. Each tile displays a single visualization that was created from the data in one of the underlying dataset(s). The only exception to this is a brand new dashboard created from scratch – if I click the plus icon next to Dashboards, and name it – my new dashboard has no tiles at all. To create and add a tile, you must be in report Editing View or in Q&A. ONE dashboard... - can display visualizations from many different datasets - can display visualizations from many different reports Create personalized dashboards to monitor your most important data, at a glance. A dashboard combines onpremises and cloud-born data in a single pane of glass, providing a consolidated view across the organization regardless of where the data lives. Each metric, or insight, is displayed on the dashboard as a tile. 5 3.1 Create an empty dashboard next to the Dashboards heading. Click the plus sign Type a name for your new dashboard. Connect to at least one dataset. You can use data from reports or datasets already in your Power BI, or you can add a new data source. 3.2 Dashboard tiles in Power BI A tile is a snapshot of your data, pinned to the dashboard. A tile can be created from a report, dataset, dashboard, from the Q&A box, Excel, and from SQL Server Reporting Services (SSRS). 6 3.3 Tile Creation Tiles can be pinned to dashboards from reports, Q&A, SSRS, Excel, and more. When you select an item to pin, Power BI opens the Pin to dashboard screen. Decide whether to pin to an existing dashboard or new dashboard. If existing, select the dashboard name from the dropdown. If new, enter the name for the new dashboard. In some cases, the item you are pinning may have a theme already applied. For example, visuals pinned from an Excel workbook. If so, select which theme to apply to the tile. Publishing an organizational content pack adds it to the content pack gallery. This centralized repository makes it easy for members to browse and discover dashboards, reports, and datasets published for them. To view the content pack library, select Get Data > My Organization. In Power BI you can share your dashboards several different ways. Each has its advantages. You can: Share a dashboard with your colleagues. Create a dashboard in a group And then share it with colleagues outside the group Create a content pack and publish it to your whole organization or to a security or distribution list. 7 4. Reports A Power BI report is one or more pages of visualizations (charts and graphs). Reports can be created from scratch within Power BI, can be imported with dashboards that colleagues share with you, or can be created for you when you connect to datasets from Excel, Power BI Desktop, databases, and SaaS applications and content packs. For example, when you connect to an Excel workbook that contains Power View sheets, Power BI creates a report based on those sheets. And when you connect to a SaaS application, Power BI imports a pre-built report. There are 2 ways to view and interact with reports: Reading View and Editing View. Only a report creator or owner can open Editing View for a report. Use Editing View to create and modify and explore your report. Reading View offers more-limited interaction; you can interact with filters (if the report owner created any), dig down into visualizations, do page-level filtering and highlighting, and temporarily pin visualizations to the dashboard (the pinned tiles will not be saved when you close and reopen Power BI). ONE report... - can be associated with multiple dashboards (tiles pinned from that one report can appear on multiple dashboards). - can be created using data from one dataset. (the slight exception to this is that Power BI Desktop can combine more than 1 dataset into a single report and that report can be imported into Power BI) A report is a multi-perspective view into your data, with visualizations that represent different findings and insights from that data. A report may have a single visualization or pages full of visualizations. There are different ways to create a new report: From a dataset. From an existing report 4.1 Create a new report from a dataset This method creates a new report from scratch. Select a dataset to open it or right-click and select Explore. Explore your data and add visualizations. Save your report. 8 4.2 Create a new report from an existing report Open a report. From the File menu, select Save As. Type a name for the new report and select Save. A Success message lets you know that the new report was saved to Power BI. Back in your Power BI navigation pane, select the new report to open it. 9 5. Datasets A dataset is something that you import or connect to. Use Power BI to bring all of your data together. See it all in one place and access it from all of your devices. In the navigation pane, the datasets you've connected to are listed under the Datasets heading. Each listed dataset represents a single source of data, for example, an Excel workbook on OneDrive, or an on-premises SSAS tabular dataset, or a Salesforce dataset. ONE dataset... - can be used over and over. - can be used in many different reports. - Visualizations from that one dataset can display on many different dashboards. To connect to a dataset, select Get Data (at the bottom of the navigation pane) or select the plus icon (next to the Datasets heading). Follow the instructions to connect to the specific source and add the dataset to your workspace. The new dataset is added to the left navigation pane with a yellow asterisk. The work you do in Power BI does not change the underlying dataset. Connecting to the data: How you get data depends on the kind of data you're getting. Starting from the dashboard to which you want to add the workbook data, select Get Data at the bottom of the left navigation pane. Take your pick of data sources: organizational or service content packs, files, databases, and samples. 10 6. Conclusion Microsoft Power BI is a collection of online services and features that enables you to find and visualize data, share discoveries, and collaborate in intuitive new ways. There are two experiences now available for Power BI: the new experience, generally referred to as Power BI, and the previous experience which is referred to as Power BI for Office 365. 11 7. References 1. https://powerbi.microsoft.com/en-us/documentation/powerbi-service-get-started/ 12 Thank You Contact For more information, contact [email protected] (Email Id of ISU) About Tata Consultancy Services (TCS) Tata Consultancy Services is an IT services, consulting and business solutions organization that delivers real results to global business, ensuring a level of certainty no other firm can match. TCS offers a consulting-led, integrated portfolio of IT and ITenabled infrastructure, engineering and assurance services. This is delivered through its unique Global Network Delivery ModelTM, recognized as the benchmark of excellence in software development. A part of the Tata Group, India’s largest industrial conglomerate, TCS has a global footprint and is listed on the National Stock Exchange and Bombay Stock Exchange in India. For more information, visit us at www.tcs.com. 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