Power BI Live 13

Week 4
Power BI Service
Power BI Service
 Power BI Service Interface

• Navigation Pane
• Workspaces
• Workspace options
• Settings Menu
• Get Data
• Content Canvas
 3 stages of Power BI Deployment

• Strategy
• Planning
• Deployment
 Strategy

“Build a sustainable data culture”

 Strategy

• Team Readiness
• License Management
• Architecture best practices
• Report Design and Layouts
• Security Management
• Compliance Review / Information audit
• Build and iterate
 Planning
• Finalize workspaces at the organizational level
• Build a comprehensive list of core and auxiliary insights
• Identify all the data sources w/data dictionary (meta data)
• Delineate roles for users
• Developers
• Consumers
• Power BI licensing decisions
• Pro
• Premium
• Plan reports and reporting apps
• Develop reporting standards
• Navigation experience
• Report Layout
 Planning workspaces

Finance Marketing HR Operations

 Mapping Insights / KPIs to workspaces

Finance Marketing HR Operations

• Conversion • Max
Rate breakdowns
• Total Sales • Bounced rate • Employee • Avg cost per
• Margin % • Organic vs Attrition complaint
• MoM Sales inorganic • Avg Salary • Fuel expense
diff % traffic • Avg Holidays • Electricity
• Avg order costs
Value
 Identifying datasets for workspaces

Finance Marketing HR Operations

Salary data Campaigns data Employee data Billing data

Transaction data Products data Salary data Employee data

Customer data Customer data

Budget data
 Developing Reports for workspaces

Finance Marketing HR Operations

Financial Report Campaign Attrition Analysis Billing Report

Analytics
Sales Report Employee Maintenance
Website Performance Report
Customer Analytics Report
segmentation Product Analysis
report Bonus Report
Launch Sales
Forecasting
Analysis
Report
Paid Marketing
Analytics
 Governance
• Admin Portal
• Power BI admin
• Power Platform admin
• Microsoft 365 global admin
• Non-admins just have access to capacity settings
• Reports approval mechanism (Draft vs Live reports)
• Internal support mechanism
• Documentation of Power BI models
• Standardization of reports and models
• Audit
• Iterate
Static Row Level Security
Dynamic Row Level Security
Workspaces
Power BI Service
 Power BI Service

https://powerbi.microsoft.com/en-us/pricing/
Workspace Actions
 Building blocks of Power BI Workspace

• Datasets
• Dataflows
• Reports
• Workbooks
• Dashboards
Power BI Service Administration
Tennant Settings
Connecting to Data sources
Loading a local file
 UNDERSTANDING
GATEWAYS
Data Gateways basically act like a bridge, creating a connection between data on your local machine
or server (not on the cloud) and Power BI Service (in the cloud)
• This allows you to keep data securely on your own network, and enables options like scheduled refresh

Manual Refresh
Local data (Larry the Intern) Power BI Service

CSV

HEY THIS IS IMPORTANT!

• Gateways are only supported for Windows
• To use scheduled refresh, your Excel or
Data Gateway
Power BI file must contain a data model
(Robot Larry)
Data Gateway Types
Setting up a Standard Gateway
Publish to Power BI Service
Scheduled Refresh (Dataset)
Sharing Workspaces
 Sharing Reports and Dashboards
• Sharing is the easiest way to give people access to your reports and
dashboards in the Power BI service. You can share with people inside
or outside your organization.
• With sharing, whether you share content inside or outside your
organization, you need a
Power BI Pro or Premium Per User (PPU) license. Your recipients also
need Power BI Pro or Premium Per User (PPU) licenses, unless the
content is in a Premium capacity.
 Share a report or dashboard outside
your organization
• When you share with people outside your organization, they receive an email
with a link to the shared report or dashboard. They must sign in to Power BI to
see what you shared.
• If they don't have a Power BI Pro or Premium Per User (PPU) license, they can
sign up for a license when they click the link.
• They can't edit any content in this report or dashboard. They can interact with the
charts and change filters or slicers, but can't save their changes.
Data Lineage View
Data Lineage View
Reports
 Creating Dashboards

• 2 ways to create a Dashboard

• Pin an individual visual
• Slicers cannot be pinned on dashboards
• Pin Live Page
• Complete functionality of the visual is retained
Creating Dashboards
Real time streaming in Power BI
Real time streaming in Power BI
Pushing Data to datasets
PubNub Live Streaming
 Data Driven Alerts

Alerts can only be set on gauge, KPI and card visuals on a dashboards and do not work with live
pinned report pages
Q&A feature in Dashboards
 Quick Insights

Quick Insights are not supported for Direct Query or when Row Level Security is enabled
Mobile Layout
Power BI Mobile app
Sharing Reports and Dashboards
Publishing Apps
Publishing Apps
Publishing Apps
Publish to Web
Usage Reports
Paginated Reports
Power BI Report Builder
 Power BI Report Builder
• Report Builder is the tool to
 Design Report
 Preview Reports
 Publish Reports to Power BI Service (Premium Capacity only)
• Available to download from Microsoft
• Once published, the paginated reports are consumed either through a web-
browser, app or through embedded analytics
 Power BI Report Builder

Typical steps to design a Paginated Report

• Open a new report
• Create a data source
• Define dataset(s) to retrieve data
• Define report parameters
• Design the report layout
• Test the report design (in preview mode)
• Publish the report to Power BI service
• Configure post publication tasks
Create a data source
 Paginated Reports
• Create a Report Template
• Creating data sources
• Power BI datasets within the same tenant
• Cloud Data sources
• Azure SQL data warehouse
• Azure SQL database
• Azure SQL Managed Instance
• Azure Analysis Services
• On-premise data sources
• Teradata
• SQL server
• SQL Server Analysis Services
• Oracle
• Static data using Enter Data
• Creating datasets
• Create parameters
• Create report layout
• Publish to Power BI service