PowerBI - lydia-wu/cadence GitHub Wiki

Yukihiro, Hayley; 2021-09-07 Tuesday

PowerBI Initial Deep Dive

Main Download Informational Link:

https://powerbi.microsoft.com/en-us/ https://powerbi.microsoft.com/en-us/why-power-bi/

Microsoft Documentation Links:

https://docs.microsoft.com/en-us/power-bi/fundamentals/power-bi-overview
https://docs.microsoft.com/en-us/power-bi/fundamentals/power-bi-overview

Power BI Trainings:

https://docs.microsoft.com/en-us/learn/modules/introduction-power-bi/1-introduction
https://www.tutorialspoint.com/power_bi/power_bi_introduction.htm
https://data-flair.training/blogs/power-bi-tutorial/

  • Works alongside: Azure, Excel

What is Power BI?

  • Collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights
  • Power BI is a Data Visualization and Business Intelligence tool that converts data from different data sources to interactive dashboards and BI reports
  • Provides multiple software, connector, and services - Power BI desktop, Power BI service based on Saas, and mobile Power BI apps available for different platforms

Parts of Power BI

Parts of Power BI

  • Power BI consists of:
    • A Windows desktop application called Power BI Desktop
      • Power BI desktop app is used to create reports
    • An online SaaS (Software as a Service) service called the Power BI service
      • Power BI Services (Software as a Service - SaaS) is used to publish the reports
    • Power BI mobile apps for Windows, iOS, and Android devices
      • Power BI mobile app is used to view the reports and dashboards
    • Power BI Report Builder, for creating paginated reports to share in the Power BI service.
    • Power BI Report Server, an on-premises report server where you can publish your Power BI reports, after creating them in Power BI Desktop.
  • Different platforms to help create and share data insights

Power BI Architecture

PowerBI Arch.

  • Power BI Desktop − This is used to create reports and data visualizations on the dataset.
  • Power BI Gateway − You can use Power BI on-premises gateway to keep your data fresh by connecting to your on-premises data sources without the need to move the data. It allows you to query large datasets and benefit from the existing investments.
  • Power BI Mobile Apps − Using Power BI mobile apps, you can stay connected to their data from anywhere. Power BI apps are available for Windows, iOS, and Android platform.
  • Power BI Service − This is a cloud service and is used to publish Power BI reports and data visualizations.

Power BI Arch. break down

1. Data Integration

  • Import data from different kinds of data sources in different formats.
  • Bring data together (extracted) from different data sources and converts it into a standard format.
  • Stored in a common storage area known as the staging area.

2. Data Processing

  • Raw data requires some processing
  • Several processing or cleansing operations transform the raw data such as removing redundant values, etc.
  • Apply relevant business rules on the processed data that transforms it according to our business needs.
  • Transformed data is loaded into the data warehouses. This
  • Completes a full process of ETL (extract, transform and load)

3. Data Presentation

  • Processed data moves from the warehouse and goes into the Power BI platforms like Power BI Desktop to create reports, dashboards, and scorecards.

Power BI Supported Data Services

  • supports large range of data sources
  • allows you to connect to different flat files, SQL database, and Azure cloud or even web platforms such as Facebook, Google Analytics, and Salesforce objects
  • includes ODBC connection to connect to other ODBC data sources
    • Open Database Connectivity (ODBC) is a protocol that you can use to connect a Microsoft Access database to an external data source such as Microsoft SQL Server
  • Available data sources in Power BI:
    • File: Excel, Text/CSV, XML, PDF, JSON, Folder, SharePoint.
    • Database: SQL Server database, Access database, Oracle database, SAP HANA database, IBM, MySQL, Teradata, Impala, Amazon Redshift, Google BigQuery, etc.
    • Power BI: Power BI datasets and Power BI dataflows.
    • Azure: Azure SQL, Azure SQL Data Warehouse, Azure Analysis Services, Azure Data Lake, Azure Cosmos DB, etc.
    • Online Services: Salesforce, Azure DevOps, Google Analytics, Adobe Analytics, Dynamics 365, Facebook, GitHub, etc.
    • Others: Python script, R script, Web, Spark, Hadoop File (HDFS), ODBC, OLE DB, Active Directory, etc.

Work Flow in Power BI

Process Flow of PowerBI

  • Connecting to data sources in Power BI Desktop and building a report
  • Publish that report from Power BI Desktop to the Power BI service
  • Share it so business users in the Power BI service and on mobile devices can view and interact with the report

How Power BI can integrate into Cadence

  • Real-time analysis in Power BI can be done by establishing direct connections to the data sources.
    • keeps data updated to the latest second by data refreshing
  • Quickly search for important insights and datasets within your data by using the Quick Insights option.
  • Establish a live or non-live connection to on-premises data sources like SQL Server, and use a secure channel to access data through data gateways
    • makes Power BI enterprise-ready as on-premises connections make data transfer secure and the technology scalable and reliable
  • Use Power BI APIs to push data into datasets or to embed dashboards and reports into your own custom applications
  • Power BI API: https://docs.microsoft.com/en-us/power-bi/developer/automation/overview-of-power-bi-rest-api