Power BI Best Report Contest… voting closes on Feb 14

The voting must be in by February 14.  My entry is currently in third place with six behind it.  There are indeed some impressive entries created by some good, hard-working individuals.  Be honest, look at the others and then vote for mine.  Did I say that?  Oh, no.  That’s not what I meant.  What I wanted to say was vote for mine and then look at the others’  Maybe that’s not it either.  Oh, I get so confused!  Follow your heart, get out there and vote, and remember who your friends are :-D  Get your family and friends to vote, get your kids involved.  How about the neighbors?  Sure, bring ’em over!



Power BI Workshops, Spring 2016

These Power BI Workshop sessions are coming up pretty soon and if you’re in the area of these events, please consider attending.  Learn core skills for data wrangling with Power Query and M, data modeling with Power Pivot and SSAS Tabular, calculations with DAX and data presentation and analysis with advanced Power BI visuals.

Chicago – March 4th
SQL Saturday preconference – Full day

Huntington Beach – April 1
SQL Saturday preconference – Full day

Phoenix – Apr 15
SQL Saturday preconference (registration link TBA)

San Jose – May 3-4
PASS Business Analytics Conference – 2-hour micro workshop

With all the changes and new features added recently to Power BI, expect to see updates to the sessions that are not yet detailed in the abstract.

Session description:

This engaging workshop will teach attendees how to use Power BI Desktop to create a complete solution delivering dashboards, self-service and mobile BI.  Attendees will learn to analyze information using impactful and interactive visualizations.  We will create a solution using a variety of data sources that can be used on the desktop by Data Analysts or for group collaboration in the Power BI secure cloud service.

Attendees should have a basic knowledge of database concepts and should know how to use Excel 2013 or newer.

Computer Requirements

Bring your laptop running Windows 7 or newer (4 GB of RAM is required, more is better, 64 bit OS recommended).  Before the session, attendees should download and install the Power BI Desktop and create a free account at PowerBI.com (90% of the exercises can be completed in Power BI Desktop without a PowerBI.com subscription.)  Note that to create a subscription you must use a work email address rather than an address from a free mail provider such as Hotmail, GMail or Yahoo!.  If you have any difficulty getting signed up, follow the directions at this post.

At the conclusion, attendees will know how to use Power Query to combine and transform data from different sources; Power Pivot to model data for reporting and discovery, and write calculations, KPIs and complex metrics. They will learn to use Power BI report visuals to create interactive visualizations and dashboards, and Excel PivotTables, PivotCharts, slicers, conditional formating and advanced features to create collaborative dashboards and reports. Finally, attendees will learn to deliver a collaborative BI solution in Power BI online enabling natural language queries with Power BI Q&A, scheduled data refresh and queries using live, on-premises data.  We will also introduce enterprise capabilities which include connectivity to live, on-premises data sources through DirectQuery and Analysis Services.

BI Solution Components

Begin with a brief and high-level introduction to the components of traditional BI solutions to help attendees appreciate the usual scale and cost.  Discuss the options to scale these items for small and large projects.  Discuss the trade-offs for each and the value of centralized solutions, data quality and master data management.  Discuss the challenges of designing, building and maintaining large-scale BI solutions.

Topics covered:

  • Introducing the Power BI Dashboard designer
  • Universal principles of data behavior
  • Universal data problems & visualization principles
  • Interactive visuals
  • Project types & scale
  • Self-service BI & enterprise scale projects
  • Power BI project stages
  • Managing data transformations with Power Query
  • Introduction to advanced “M” script
  • Data modelling with Power Pivot
  • Introducing DAX Calculations
  • Visualizing & exploring with Power BI report visuals
  • Building live, interactive dashboards
  • Publishing and collaborating with PowerBI.com
  • Integrating Excel pivot tables & reports
  • Introducing management groups & content packs
  • On-premises and large-scale solution options
  • Data Management Gateway & scheduled refresh

Is Power BI Ready For Enterprise Solutions?

I’m working on several projects right now that incorporate Power BI and learning some valuable lessons along the way, so I thought I’d share some thoughts and experience.  I love Power BI and I think it can perform some very cool and valuable business functions.   Being challenged with solving real business problems with real data for real consulting clients;  it’s natural to both find the tool’s limitations and to discover functional design patterns to solve those problems.

In the last year or so, Power BI has surfaced as a truly impressive tool for self-service projects.  A data analyst can import data from just about anywhere, transform and clean it up, model the data, create some calculations, reports, graphic visuals and dashboards.  The analyst can publish the whole thing to the Power BI cloud service and share it with others who have the same email domain.  In this scenario, everything works great.  I make a point of using the Analyst as an example because this is the sweet spot for this product, more so than for the Developer or Solution Architect wanting to integrate dashboards into a larger solution.  I’m very encouraged with the capabilities to extend Power BI dashboards with programmatic data sources and real-time data from Stream Analytics and other Azure services.  I’m hopeful that we will soon have more capabilities to incorporate this product into IT solutions by embedding visuals into a frame or control, passing parameters, navigating to an from a report using actions, links or expressions.

Like most any other tool, Power BI doesn’t do everything.  There is a lot of effort currently underway to add more desired functionality and an active community of people asking for capabilities that may have existed in previous products.  A lesson I’ve learned creating BI dashboard and reporting solutions over the past 13 years or so is that there isn’t one tool that does it all.  Taking that topic a little further, as different products are developed and go in an out of vogue, the replacement products don’t always evolve forward to include functionality of older product – even from the same vendor.  I work primarily in the Microsoft data platform space and I’ve come to realize that there are several factors that influence how these software products mature.  From the outside, it’s really easy for a user or developer to say “hey, what are you people thinking? …Reporting Services does X, Analysis Services can do Y, Excel can do Z… why can’t you do all those things and more?”

In a recent conference presentation, a senior group program manager was sharing future investments his team at Microsoft were making into new Business Intelligence features.  At the end, attendees lined up at a microphone to ask questions.  It’s funny how the psychology of a large group can change into an angry mob after someone gets restless.  People began asking how the leadership and product planners could have possibly omitted a particular feature or missed the mark in the product design.  Some attendees spoke with a trembling, angry tone and said that if they would only add one specific feature, this would transform the product from “absolute useless” to “useful and powerful”.  The reality is that people have different ideas about what features are most important and it’s hard to please everyone.  By the way, the Power BI development team is paying close attention to the suggestions and questions posed in the community support site: community.powerbi.com.

I, too, have a wish list of features that, in my mind would be transformative and would make Power BI a better integrated dashboarding tool.  However imperative I believe some of these features to be, they’re important from my perspective and for the solutions I build.  Here’s a quick run-down of capabilities I think are important; some that exist, some are in development and some remain on my wish list:

Reporting with On-premises Data

We have this capability today using a few different approaches.  I have solutions in-place that synchronize the deployed model with on-premises SQL Server using the Personal Gateway.  Don’t let the confusing name fool you.  If the “personal” gateway is installed on a database server or an on-prem machine with an admin account, it runs full-time as a service and can sync data any time.  Power BI lets us synch data up to eight times a day at 30 minute intervals (e.g. at 1:00 AM, 1:30 AM, 8:00 AM, 8:30 AM, etc.)  My experience setting up the gateway has been pretty good so far.

Using the Analysis Services connector, we can visualize data and run reports (which are deployed to the cloud) against a live, on-premises Analysis Service Tabular database.

Using the Power BI REST API, we can programmatically push results to a deployed model from anywhere.  Of course, this is more work and effort but it provides more flexibility.

Currently, shared .PBIX models (meaning Power BI queries, data model, reports and dashboards) must be deployed to the PowerBI.com cloud subscription service to be shared among users who have an email address in the same domain.  A user, analyst or developer could also connect to on-prem data by opening the .PBIX model file on their desktop or network file share.

As far as being able to publish to an on-prem server for sharing without the cloud service; we know this is coming but don’t have a timeline.  Pyramid Analytics is working on an extension of their product that will allow Power BI Desktop to publish to a licensed Pyramid server.

Sharing Reports and Dashboards Outside Your Domain & PowerBI.com

Not a lot of options here.  My consulting clients are either creating a “guest” user account on their domain or setting up a separate Power BI subscription for each of their customers.

In the first release of Power BI for Office 365, we had the ability to expose a report externally by embedding it into a web page frame but this capability is explicitly disabled in the new product, apparently for security reasons.  There several people asking about this in the Power BI community forum.  Several sources have suggested that a solution is in the works but there is yet no official promise of reviving this capability.

Printing and Exporting Report Data

For users who need or want to export results to Excel, PDF or to print them; a Power BI report currently doesn’t have any capabilities other than to print the screen.  However, if you create your data model and reports in an Excel file with Power Pivot and Power View, you can publish to a OneDrive or OneDrive For Business (SharePoint Online) folder and then add a link to the file as a report.  This adds the Excel pivot tables to the report collection and exposes the rich feature set of Excel Online.  We can add Power BI reports and dashboards to the “Excel” model using the web-based report designer.  You can even use the gateway to schedule refresh to on-prem data.

There are trade-offs to this approach.  You must continue to use Excel as the authoring tool rather than the Power BI Desktop.  I’ve ran into a 10 MB file size limitation that I was able to overcome by enabling the old Power BI add-in for the Office 365 subscription associated with the PowerBI.com subscription.  This raises several questions that I have yet to completely answer.  Since the Office 365 version of Power BI is going away sometime in the near future, how and when will the 10 MB file size limit be addressed?  In the meanwhile, can Office 365 customers still add the old Power BI service to their accounts.  The cost for the old add-in service was $40/month, added to an Office 365 Enterprise subscription.

Tell The Joke Again – Blogging On Blogging

I just returned from a meeting with some of my peers at SolidQ and we were talking about the value of blogging and publishing articles.  A few days ago, another one of my peers asked me to review his first-ever blog post before it was published.  Douglas McDowell, CEO of SolidQ North America, shared a blog post he wrote earlier this year about his perspective on this, which I found quite insightful.  It’s about sharing information that someone has shared with you.  I now share this with you:

Tell the joke again

by Douglas McDowell

Have you ever retold a joke? Of course you have, we love to hear jokes and retell them. But no one ever tells the joke the same way they heard it, they change it to reflect their personality, make it funnier or fit a situation or audience better. A part of them comes through in how they retell the joke. And retelling the joke is usually as (or more) entertaining to the person retelling the joke as it is to the people hearing it.

The last few weeks I have been spending a lot of time doing one-on-one meetings with folks on the services delivery team, mostly around their quarterly plans for non-billable contributions and professional development. What a blessing that has been! It is tiring to spend your day in back-to-back meetings, but it I don’t remember when I have gotten to spend so much direct time with our people talking about how to make themselves, and in-turn SolidQ, so much better. The reality is that we all try to pack too much into our days, and it is far too easy to only focus on what has to get done and put off what could get done. But the stuff that could get done—but doesn’t necessarily have to get done—is often what is most valuable: investing in ourselves and SolidQ – the company that lets us do what we love to do.

A reoccurring theme in my quarterly planning discussions has been blogging. What a great way to reflect on who you are, where you are going and what you are finding along the way, and then reinforcing or exploring further your discoveries. Everyone I spoke with agreed wholeheartedly — but almost none of them blog, myself included. Interestingly, a common comment that people volunteered was that they do not feel like they have much new or worthwhile to blog about. Each time I heard this I directly challenged it. I challenged the notion that blogging was for the benefit of the reader… I think blogging takes a completely different form when the writer is a little selfish and writes it for their own benefit. After all, it’s their blog, its their own online journalism column about whatever they want to write about and the reader and “public” aspect of a blog is really just about accountability and sharing oneself with others. Wow, I started that concept with selfishness and ended it unselfishness. Guess that makes my point that I have convinced myself and have been trying to convince others that blogging is a win-win proposition for everyone.

I challenge you to tell the joke again.

Perhaps, if you started blogging today, you would not have a single new thing to tell the world. But I think the world would be worse off if we only told jokes we made up (painful). So… Retell a story. Explain how you figured out something obvious. Announce something exciting. Explain your reasoning behind your perspective. Share your epiphany moment, adding accountability to what you know you need to do next.

Go blog.​