Originally published by TriCore: November 7, 2017
Microsoft® introduced the idea of self-service business intelligence (BI) back in 2009, announcing Power Pivot for Microsoft Excel® 2010. After several years, Microsoft released version 1 of Power BI®, but the user experience wasn’t great. Microsoft collected feedback from end users and crafted a newer version of Power BI that became popular. This blog provides an introduction to this tool.
Microsoft Power BI is more than a business analytics tool. It’s an ecosystem that can integrate existing corporate BI with self-service and analyze data by using key components like Power Excel, Power Query, Power View, and other tools.
The following image shows the Power BI workflow:
Source: Microsoft Power BI Overview.
The following table describes the differences between Power BI and Microsoft SQL Server® Reporting Services (SSRS):
|A cloud-based business analytics tool that performs data acquisition and transformation, data modeling, and visualization with greater speed, efficiency, and understanding.||An enterprise visualization tool built on old technology that requires another system to deliver data.|
|Most enterprise clients are adopting visualization tools that are more adaptive and responsive. Users want advanced tools that look modern and can cross-filter when they click on charts.||SSRS has a static design. There’s also a learning curve for developing reports.|
|Power BI is available for free and requires minimal training. Users create their own reports by dragging and dropping fields. Power BI also offers modern rendering.||A SQL server license is required. You must also define the scope for your requirements, have a developer work on those requirements, consider how to deploy the software, and schedule data refreshes. Reports are static. In addition, you’re dependent on a BI developer to make changes.|
Power BI has the following features:
Search with natural language queries or the Q&A question box: Users can easily query data by entering natural language terms. There’s no special code or syntax.
Quick Insights: This feature enables Power BI to search data sets by using sophisticated algorithms. It outputs a list of charts that help users better understand the data.
APIs: By using the Microsoft Power BI REST API, you can programmatically access Power BI resources such as data sets, tables, and rows.
Power BI Embedded: This Microsoft Azure® service enables you to add interactive Power BI reports to your own web and mobile applications.
Visual Interactions: You can precisely configure the following types of visual interactions:
Filtering interaction: When you use filtering interaction, the chart that you select applies the same filter to the destination chart.
Pie chart: This is the default filtering behavior.
No filtering interaction: No filters are applied.
Query Editor: The Query Editor uses Power BI Desktop’s query language.
Content packs provide access to the data that your web services generate. They’re designed to enable you to deploy and share predefined models and reports within your company. While any user may share a dashboard, the power and flexibility of content packs are only available to pro-level users.
There are two types of content packs: organizational content packs and service content packs.
Organizational content packs make it easy to distribute reports to your team by enabling you to package your dashboards, reports, Excel workbooks, and data sets and publish them together. Power BI stores the content packs that you create in the pack library, where they’re easily accessible to your teams. Content pack visibility is restricted to users within your organization. The user who created the content pack has administrative rights to modify, refresh, and delete the workbook and data set.
Service content packs can connect to a number of external services such as Google® Analytics™, Salesforce®, and Microsoft Dynamics®. Power BI creates a dashboard and a set of reports that automatically display your data from these services and provide visual insights into your business.
The dashboard is a container for visualizations that Power BI generates from your data sets. You can share your dashboards with the following users:
Alternatively, you can create an app that enables you to automatically share all of your dashboards with your users, as well as assign editing rights to certain users within that group.
In the group or app workspace, a single copy of a report and dashboard is shared. This copy is not visible to external users.
You can think of an app workspace as a simplified evolution of the content pack. App workspaces are easier to understand and maintain in the long run because an app that you create has a one-to-one relationship with its workspace.
If you want to share results with users outside of the group, using the content pack for an organization is a good solution. Users receive copies of these objects, and the copies are automatically synchronized if a new version of the same content pack is published. If a user customizes a copy of an object, it only works on their own copy of the reports. The copy is no longer synchronized with the original one.
In Power BI, you can use row-level security (RLS) and filters to restrict data access for specific users. You can define these filters within roles. You can configure RLS for data models on data sets that use DirectQuery, such as SQL Server.
Only the owners of the data set see the security option. If the data set is in a group, only administrators of the group see the security option.
You can load data into Power BI from a variety of sources, including the tools described in this section.
Import is useful when you don’t need to continually refresh your data. When you choose Import, Power BI Desktop connects to the database, loads the information, and stores it within its internal data model. You can then work on your data in Power BI Desktop without a connection to the database. A connection is only required when you want to refresh the data.
Using DirectQuery is the most convenient way to load or update data frequently. With DirectQuery, Power BI Desktop doesn’t load the data into its internal database. Instead, it queries the original database each time it needs to draw a chart. Therefore, the connection between Power BI Desktop and the database is permanent. However, using DirectQuery has the following limitations:
After you publish the Power BI Desktop file to the Power BI service, the refresh operation requires either a Personal Gateway or an Enterprise Gateway.
The gateway acts as a bridge between the cloud server and the on-premises server. Data transfer between the cloud and the gateway is secured through Azure Service Bus. The Service Bus creates a secure channel between the cloud server and the on-premises server through an outbound connection on the gateway. There are no inbound connections that you need to open on an on-premises firewall. The closer the gateway is to the server, the faster the connection. If possible, it’s best to put the gateway on the same server as the data source. This setup helps avoid network latency between the gateway and the server.
In summary, Power BI is a suite of business analytics tools for analyzing data and revealing useful insights. Power BI dashboards give you a 360-degree view of your most important metrics in a central place. These metrics are available on all of your devices and updated in real time. With a single click, you can explore your dashboard data to make timely and important business decisions.
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