Zero to Dashboard in an Hour

ok, 90 minutes

Barbara Raney
Microsoft MVP (Data Platform)
BarbaraR@slalom.com
Zero to Dashboard in an Hour

Edit Queries

Relationships & DAX

Visualizations

Security

Publishing
 End User Needs for Reporting
Access

Refresh Clean

Share Mash-up

Visualize Explore
 Clean and mash-up your DATA

Prepare  Consolidate data from a broad range of

sources

 Transform data to fit your needs using

Explore
intuitive UI

 Define calculations to generate new fields

for use in reports
Visualize  Develop advanced analytics using a
combination of measures and relationships

Share &
collaborate
 Explore your DATA

Prepare  Explore data in a variety of ways and across

multiple visualizations using drag and drop
canvas

Explore
 Dig deeper into your reports

 Leverage Quick Insights to find insights in

your data
Visualize  Ask questions of your data in natural
language with Q&A

Share &
collaborate
 Visualize your DATA

Prepare  Visualize data in a variety of ways

 Growing number of visualization types
o Donuts, basic area, waterfall, filled maps, tree
maps, funnel, gauges combo charts and
Explore
more
o Custom visuals available from Power BI
Visuals Gallery (visuals.powerbi.com)
o Tools to develop, test, package new custom
Visualize visuals
 Visualizations on report page are
connected – select value in one
visualization to change other visualizations
Share &
collaborate  Full screen pop out mode for report visuals
to show additional details
 Bring your story to life with DATA

Prepare  Save Power BI Desktop report files and

easily publish them to powerbi.com

 Access dashboards using native mobile

Explore
apps for Windows, iOS and Android

 Share as appropriate with other Power BI

users in your organization
Visualize  Easily embed interactive Power BI
visualizations in blog posts, websites,
through emails or social media With Power
BI Publish to web
Share &
collaborate
Create your data model with PowerBI Desktop

Close &
Apply

(Prep data for Data Model)

Demo: PowerBI Desktop
 Securing your Data Model

Row-Level Security
• Roles are created in Desktop
• Roles contain the rules to determine what each users sees
• DAX expressions can be used to filter which rows can be seen by which users
• Filters can be static or dynamic
• USERNAME is often used for dynamic filtering
• Can test out role-based security by impersonating different users

• Role membership is managed in the Power BI Service

Demo: PowerBI Service
Any data, any way, anywhere

Power BI
Data sources Access all your DATA
SaaS solutions
e.g. Marketo,
Salesforce, GitHub,
Google Analytics  Data from services
Organizational
o SaaS services that you already use
Corporate data sources o Growing number of supported SaaS
or external data
services
solutions
 Data from your organization
On-premises Data o Content published by others in your org
(organizational content packs)
 Big data and more
Azure services
Azure SQL, Stream o Azure data services, e.g. HDI, ASA, AML etc.
Analytics…
o On-premises data sources, e.g. SSAS
 Data from files
Excel files o Import data from Text, CSV, Excel and Power
BI Desktop files
Power BI Desktop
files
Data from files,
databases, Azure, and
other sources
 Refresh Data Sources
 Power BI data refresh is requested. The request is
then sent to a queue for the gateway to process.
 The gateway cloud service analyzes the query
and pushes the request to the Azure Service Bus.
 The on-premises data gateway polls the Azure
Service Bus for pending requests.
 The gateway gets the query, decrypts the
credentials, and connects to the data sources
with those credentials.
 The gateway sends the query to the data source
for execution.
 The results are sent from the data source, back to
the gateway, and then onto the cloud service.
Connect with the Power BI community
What is the Power BI Community? Who are members of the Power BI Community?
Registration on the Power BI Community is completely free and open to everyone. The
community is made up of a mix of:
The Power BI Community is a place where customers and people who are
passionate about Power BI can connect, learn, and discuss business
• Microsoft Employees
intelligence with experts and peers
• Product Engineers
• IT Pros/Developers
• Educators/students
• Influencers and industry leaders
• Business professionals and more!

What can I get out of the Power BI Community? How do I get started?
Register as a member the Power BI Community (https://community.powerbi.com/)
Connect with Power BI engineers and Microsoft employees.
Gain expert insight and feedback on a topic or provide suggestions on improving Edit and customize your profile.
Power BI. Use the search bar to find and engage on relevant boards.
Member-exclusive events, such as the Power BI Ask Microsoft Anything (AMA) hour Popular options include:

Members-only resources on how to use Power BI. Data Stories Gallery

Desktop
Win prizes and earn exclusive perks by participating in Community Block Parties
and Contests Service
Developer
Mobile Apps
Q&A
 Resources
• May “What’s New” blog post: https://go.microsoft.com/fwlink/?LinkID=524795
• Getting started: http://powerbi.com
• Power BI Desktop: https://powerbi.microsoft.com/desktop
• Power BI Mobile: https://powerbi.microsoft.com/en-us/mobile
• Community site https://community.powerbi.com/
• Power BI Getting started support page: https://support.powerbi.com/knowledgebase/articles/430814-
get-started-with-power-bi
• Support site https://support.powerbi.com/
• Feature requests https://support.powerbi.com/forums/265200-power-bi
• Power BI course https://www.edx.org/course/analyzing-visualizing-data-power-bi-microsoft-dat207x-0
• Licensing Whitepaper which discusses the new Premium Offering of Power BI.
• Row Level Security