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Budgetplanung im Handumdrehen - mit Power BI Dataflow 23. Juni 2020, 16:00 bis 16:45 Uhr

Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

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Page 1: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Budgetplanung im Handumdrehen - mit Power BI Dataflow23. Juni 2020, 16:00 bis 16:45 Uhr

Page 2: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Trivadis triCast: Power BI Dataflow

Noam [email protected]

Denis [email protected]

Silke [email protected]

Page 3: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Trivadis triCast Format

Letzten Dienstag im Monat um 16:00 Uhr

Aktuelle IT- und Business-Themen, Lösungswege und Erfahrungen aus Kundenprojekten

Vortrag, Fragen & Antworten

Kurze Umfragen

WebCast wird aufgezeichnet

Möglichkeit für Fragen mittels Fragen-Menü

Page 4: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Noam Arnold• Master of Science Mathematics, Math teacher

• Since 5 years in Trivadis

• Power BI guru

• DWH specialist

• Data scientist wannabe

Page 5: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Denis Selimovic• Bachelor of Science in Business informatics

• Since 2013 in Trivadis

• DWH/SQL and Frontend in different projects

• Working with Power BI since day 1 / 2015

• Trainer and Co-Creator of Power BI course

Page 6: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Wie bekannt ist das Thema Power BI?

• Habe noch nichts mit Power BI zu tun gehabt• Ich bin Power BI Beginner• Ich benutze Power BI gelegentlich Ich bin Power BI Profi

TriCast June 2020: Power BI Dataflows

Page 7: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Agenda

INTRO

Q&AQ&A

WHAT IS POWER BI? BI IN FINANCE

DATAFLOWS

POWER QUERY IN THE CLOUD

DATAFLOWS

WHAT FOR?

?

TriCast June 2020: Power BI Dataflows

Page 8: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

2019 2020

TriCast June 2020: Power BI Dataflows

Page 9: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Power BI

TriCast June 2020: Power BI Dataflows

Page 10: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Data Sources Data Preparation Data Storage Data Analysis Data Access

ExtractTransform

LoadData

Warehouse

Data MartOLAP

In-Memory Analytics

Data Mining

Reports- Tables / Matrix- Drill- Visualisations

Dashboard- Mash-up- Collaborate- Comment

On

Pre

mC

lou

d

DBMS SSIS DBMSERP Database

SSAS

Power BIReport Server

MDSPower Query PowerPivot

Pivot Table, 3D-Map(Power View)

Power BI Desktop

OLTP DatabaseFlat filesBig dataStream data

Power BI Service

Azure Synapse Analytics

Azure SQL DBManaged Instance

Azure Analysis ServicesData Factory

Page 11: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Demo Finance Report

TriCast June 2020: Power BI Dataflows

Page 12: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

TriCast June 2020: Power BI Dataflows

Page 13: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

TriCast June 2020: Power BI Dataflows

Page 14: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

TriCast June 2020: Power BI Dataflows

Page 15: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Dataflows – Power Query in the cloud

TriCast June 2020: Power BI Dataflows

Page 16: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Kennst Du Dataflow?

• Ja, schon gehört.• Ja, schon damit gearbeitet.• Nein, noch nie gehört.

TriCast June 2020: Power BI Dataflows

Page 17: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Data Sources Data Preparation Data Storage Data Analysis Data Access

ExtractTransform

LoadData

Warehouse

Data MartOLAP

In-Memory Analytics

Data Mining

Reports- Tables / Matrix- Drill- Visualisations

Dashboard- Mash-up- Collaborate- Comment

On

Pre

mC

lou

d

DBMS SSIS DBMSERP Database

SSAS

Power BIReport Server

MDSPower Query PowerPivot

Pivot Table, 3D-Map(Power View)

Power BI Desktop

OLTP DatabaseFlat filesBig dataStream data

Power BI Service

Azure Synapse Analytics

Azure SQL DBManaged Instance

Azure Analysis ServicesData Factory

Dataflows

Page 18: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Power Query in Power BI Desktop

Power BI DesktopBudget CSV-Files

Load into one table

Add TerritoryID

Budget table including TerritoryID

SQL Serversales figures

TriCast June 2020: Power BI Dataflows

Page 19: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Power Query in Power BI Desktop

Budget CSV-FilesSQL Serversales figures

Power BI Desktop

Power BI Desktop

Power BI Desktop

Power BI Desktop

TriCast June 2020: Power BI Dataflows

Power BI Desktop

Page 20: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Power Query in Power BI Desktop

Power BI DesktopBudget CSV-Files

Load into one table

Add TerritoryID

Budget table including TerritoryID

SQL Serversales figures

TriCast June 2020: Power BI Dataflows

Page 21: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Power Query in Power BI Desktop

Power BI DesktopBudget CSV-Files

Load into one table

Add TerritoryID

Budget table including TerritoryID

SQL Serversales figures

Power BI Desktop

Power BI Desktop

TriCast June 2020: Power BI Dataflows

Page 22: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Demo Dataflows

TriCast June 2020: Power BI Dataflows

Page 23: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Existing Queries in Power BI/Power Query can easily becopied

TriCast June 2020: Power BI Dataflows

Page 24: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

... and pasted to a new dataflow

TriCast June 2020: Power BI Dataflows

Page 25: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

The final dataflow table can easily be loaded to Power BI

TriCast June 2020: Power BI Dataflows

Page 26: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

... and integrated to the report

TriCast June 2020: Power BI Dataflows

Page 27: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Dataflows – What for?

TriCast June 2020: Power BI Dataflows

Page 28: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

What for?

• No redundancies in the ETL process (Single Point of Truth)

• Performance improvement

• Share prepared and cleaned Data with your entire organization

Examples:

• Advanced prototype gets governed

• IT professional BI team prepares a “Data Lake” for Power User

TriCast June 2020: Power BI Dataflows

Page 29: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Where to make your ETL?

SSIS/SQLIn a DWH

Dataflows Power Query in Power BI

Self-Service BI - ++ +++

Single Point of Truth +++ ++ +

Performance improvement ++ + -

Share cleaned data + ++ -

Fast development - + +++

Connect different Sources - ++ +++

TriCast June 2020: Power BI Dataflows

Page 30: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Computed Entities

TriCast June 2020: Power BI Dataflows

Page 31: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Common Data Model

TriCast June 2020: Power BI Dataflows

Page 32: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Fragen?

Noam [email protected]

Denis [email protected]

TriCast June 2020: Power BI Dataflows

Page 33: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

Veranstaltungshinweise

Nächstes Online Event:

Braintime Sommer Symposium25. Juni 2020, 08:45 – 13:30 Uhr

https://www.trivadis.com/de/events

Trivadis Webinare (triCast):

Digital Brown Bag – „Digital Workplace “28. Juli 2020, 11:45 – 12:45 Uhr

http://m.trivadis.com/tricast

Weitere Themen in Vorbereitung:

-AWS Cloud bei AutoScout24-Data Science special for Pharma industry

TriCast June 2020: Power BI Dataflows

Page 34: Budgetplanung im Handumdrehen - mit Power BI Dataflow · 2020. 6. 24. · Power BI Report Server MDS Power Query PowerPivot Pivot Table, 3D-Map (Power View) Power BI Desktop OLTP

TriCast June 2020: Power BI Dataflows