Power BI
CRMUG
North Central Chapter
September 2, 2015
Tad Thompson
11 years of Microsoft Dynamics CRM Experience
CRM MCT for past 2 years
Technical trainer and Senior Consultant: CRM reporting, Power BI
infrastructure, implementations, USD, CRM Enterprise Academy,
CRMUG Speaker, SharePoint
PowerObjects
280+ employees - Located in Minneapolis, Atlanta, Chicago, Cincinnati, Dallas,
Omaha, Philadelphia, New York, San Francisco, Seattle, Toronto
Focuses 101% on Dynamics CRM Implementations Online, On premises,
Partner Hosted
Small 5 user implementations to global 10K user implementations
20 add-ons for Dynamics CRM - $1/user
[email protected] | Sr. Technical Advancement Developer
3
Topics
A look back
How did Power BI get to here
Planning it
With my infrastructure, what are my options
Power BI Desktop
Create stunning visualizations quickly
Nuts and Bolts
Cool, but how do I put it together
Been there
Ive been using the Power BI Excel add-ins, now what?
What Else?
Mobile App
My Power BI
Natural Query Language
Content Packs
Refreshing data
Security
How did we get here?
Power Pivot
Analysis Services in Excel
Power View
Robust dashboard reporting
Excel 2013, Office 365, or SharePoint
Dynamic filters and connected report
parts
Robust data sources - OData
Presentation Ready
cases
Power Map
Geo Reporting
Geo spatial dimensional BI
Stunning visualization
Tell a story
Power Query
Data Exploration
Search and pull in data form any api
Access, harness, transform, and mash-up data like never before
Office 365 or
SharePoint
Tablet / Win 8
app
Power Query
and CRM Online
Ask the data
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Featured Reports
Ask the Data
Power Tablet / Windows 8 App
Power BI Reports in CRM Dashboards
Planning it
With my infrastructure, what are my options?
Power
BI.com
Security and
Permissions
Online or On
Premise
Gateways
16
Power BI.com
Just need an email to get free version
17
Power BI vs. Power BI Pro
Free
1 GB/user
Daily Data Refresh
10k rows/hour
$9.99 user/month
10 GB/user
Hourly Data Refresh
1M rows/hour
Gateways
Groups
Content packs
Data Catalog
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Online or On Premise data
Online
OData CRM
Connection
Simple
authentication
Native data
refresh
On
Premise
SQL Server Filtered
Views
Data management
gateway for connecting
and refreshing data
19
Collaboration and Security
Was: Permissions to folders and
workbooks in SharePoint Online
Now: O365 Groups
Was: Team Sites
Now: Group Membership
Still: Shared
queries in the data
catalog
20
Gateways
Points to
consider
Do you need a
Gateway?
Refresh On Premise
data
Mix of Online and On
Premise
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Data Management Gateway
Legacy gateway
Manage corporate connections
Multiple Instances
22
Power BI Personal Gateway
Released with Power BI Desktop
Control credentials
Schedule refresh
23
Power BI Desktop
Formally known asPower BI Preview
Do I have it already?
26
Full release in July
27
Redesign and loads of new features
28
How do I put it together?
Get Data
Desktop Designer
Dashboards
Publish
Pinning
Reports
Data refresh
Sharing
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Demo: Power BI Desktop
Nuts and Bolts
Groups
Share Content
Visible in O365
Active Directory *Coming soon
32
Content Types
Dashboards
Reports
Datasets
33
SaaS Content Packs
34
Direct Query
35
Ask the Data
Natural Query Language
36
Mobile App
37
Mobile App
Annotate and Share
38
Demo: Groups, Ask the Data, Mobile App
Been therewhat do I do now?
Excel Add-ins
Continue to be supported
Power Pivot
Power View
Excel 2013
Power Query
Power Map
41
Excel Workbook Content
Import into the Power BI Desktop
43
Edit migrated reports
44
Questions?
HOW
WHO
WHY
WHAT
WHEN
WHY
HOW
HOW
WHAT
WHAT
WHEN
WHERE
WHY
HOW
WHO
HOW
WHAT
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Resources
Power BI Site
https://powerbi.microsoft.com/
Pricing
https://powerbi.microsoft.com/pricing
Blog
http://blogs.msdn.com/b/powerbi/
Dashboard Site
https://app.powerbi.com
Training
http://www.powerobjects.com/microsoft-dynamics-crm-education/training/
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THANKS!
Tad Thompson | Sr. Technical Advancement Developer | Power BI
[email protected]
