Power BIGetting Started GuideWord文档下载推荐.docx
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Abstract:
Thegrowthofdataincreaseseachday,asdoestheneedforself-servicebusinessintelligencethatcanturndataintodecision-readyinsights.Buttoooften,thetoolsnecessarytoextractthoseinsightsarejustashardtohandleasthedata.MicrosoftPowerBIforOffice365isacollectionofnewfeaturesandservicesthat,together,enableyoutovisualizedata,sharediscoveries,andcollaborateinintuitivenewways.FamiliartoolsincludingExcelandSharePointformthefoundationofPowerBI,withdeeperintegrationandpowerfulnewcapabilities.PowerBIbuildsonyourexistingknowledgeofExcel,amplifyingyourunderstandingandabilitytocapitalizeontheever-expandingworldofvaluable,yetsometimesunwieldy,data.
Introduction
WelcometothePowerBIGettingStartedGuide.Thisguideisdesignedtowalkthroughthecollectionofself-servicebusinessintelligence(BI)featuresincludedinPowerBI.Whileeachnewfeatureiscompellinginitsownright,thevalueofPowerBIishowitsfeaturesandservicesworktogether,andhowtheinsightsaresecurely,yetinteractivelyshared.
TofacilitategettingyoustartedwithPowerBI,thisguidehastwomainsections,plusanIntroductionandaSummary:
Ø
Introduction(thesectionyou’rereadingrightnow)
Self-ServiceBIinExcel
PowerBIforOffice365
Summary–includingadditionallinks
Eagertogetjumpahead?
YoucanskiptotheSelf-ServiceBIinExcelsectionofthisGettingStartedGuide,andgetstartedrightaway.
IntheSummarysectionofthisGuideyou’llfindallsortsoflinks,includingeachofthelinksinthefollowingbullets.Butjustincaseyouwantthemnow,hereareafewtogetyougoing:
RegisterforthePowerBIPreview
DownloadeachofthePowerBIfeaturesforExcel(orlearnhowtoactivatethem)
Lastly,we’reconstantlyupdatingfeaturesandaddingcapabilitiestoPowerBI.Toprovideyouwiththelatestinformation,thefinalsectioninthisguidedescribesupdatesaddedsincetheinitialPowerBIPreviewrelease.Checkbackoftentomakesureyou’reintheknow:
UpdatestoPowerBIPreview
oPowerBIQ&
A–askyourdataquestions,getanswers
Okay,withthosedetailsoutoftheway,let’sdiscusshowpeopleindifferentrolescanusePowerBI,thenbrieflylookateachPowerBIfeature.Wefinishthissectionwithaquickintroductiontothecharacterswe’llfollowthroughthisguide,astheyputitsfeaturesandservicestouse.
WhowillusePowerBI?
AnyExceluser,whohasaneedforself-serviceBIcapabilities,willfindPowerBIveryuseful.WithitsfamiliarExcelinterface,PowerBIisimmediatelyaccessibleandintuitivelyconnectedtothesoftwareandservicesalreadyusedbyreportcreatorsandExcelpowerusersalike.
Whilethefocusofthisguideistheuser,orreportcreator,otherpeopleindifferentrolesalsobenefitfromthefeaturesofPowerBI.Theserolestendtofallintothreecategories:
reportcreator/user,datastewardsandITprofessionals,andreportconsumers.Let’slookateachinturn.
Ifyou’reareportcreator–suchasadataanalyst,dataorBIconsultant,oramainstreamExceluser–you’lllikelyusePowerBI’sself-serviceBIfeaturesinExceloften,andextensively.Onlineservicesthatsupportcollaboration,suchasdistributinginteractivereportsandsharingworkbooks,arealsoanimportantcentralworkspaceandinformationhub.
Ifyou’readatasteward–suchasadatascientist,adataadministrator,oranITprofessional–theonlineservicefeaturesofPowerBIenableyoutoprovidespecificandsecureaccesstodataresources.Onlineservice-relatedelementsofcertainself-serviceBItools–suchasenablingtheidentification,selection,andsecuredistributionofon-premiseandpublicdatafeeds–arealsosignificant.Ifyou’reinthiscategory,checkoutthePowerBIProvisioningGuide,whichshowshowtogetPowerBIrunninginyourorganization.
Andifyou’reareportconsumer–anyonefromanaspiringstudentstoaCEO–youcancollaborate,sharesecurely,andinteractwithreportsusingPowerBIforsmarter,insightful,andmorenimbledecisions.Thisincludesusinganonlinehub,builtrightintoOffice365,specificallytailoredforcollaborativeBI.
WhatFeaturesareIncludedinPowerBI?
Let’stakealookatthefeaturesandservicesthatareincludedinPowerBI.
Self-ServiceBIinExcel
ThesefeaturesarepartofthefamiliarExcelenvironment,andextenditsfunctionalitytoallsortsofcooldata-specificcapabilities.Someofthesefeatureshavebeenavailablebefore,somearenew,buteachisnowintegratedintoExcelandintoPowerBIonlineservices.Theseclienttoolsare:
PowerQuery–easilydiscoverandconnecttodatafrompublicandcorporatedatasources.Thisincludesnewdatasearchcapabilities,aswellascapabilitiestoeasilytransformandmergedatafrommultipledatasourcessothatyoucancontinuetoanalyzeitinExcel.
PowerPivot–continuetocreatesophisticateddatamodelswiththatdatainExcelbycreatingrelationships,custommeasures,hierarchies,andKPI’s.PowerPivotmodelsrunin-memorysothatuserscananalyze100’sofmillionsofrowsofdatawithlightningfastperformance.
PowerView–easilycreatereportsandanalyticalviewsthroughinteractivechartsandgraphsthathelpyouexploreandpresentyourdatavisuallyinExcel.
PowerMap–exploreandnavigategeospatialdataona3DmapexperienceinExcel.
PowerBIforOffice365
Insightsandvisualizationsarebetterwhenshared.PowerBIexcelsatmakinginsightsavailabletoeveryonewhoshouldseethem,securingthosereports,andenablingthemtobeseenfromanywhereintheworld:
PowerBISites–thisistheheartofyourcollaborativePowerBIexperience.QuicklycreatecollaborativePowerBIsitesforyourteamtoshareandviewreports.Largerworkbookviewingisalsosupported(upto250MB)sothatuserscanviewandinteractwithlargerworkbooksthroughthebrowser.
DataManagement–whenyoucreateagreatqueryinExcel,youcanshareitwithothers,manageitsavailability,andseehowmuchitgetsused.WiththedatamanagementfeaturesofPowerBI,notonlycanyoushareyourownquery-creatinggenius,youcanfindotherquerieseasily,too.You’recollaboratingfromwithinExcel,andsharingyoureffortsonline.It’spowerful.
PowerBIforMobile–SeethelatestreportspostedtoyourPowerBIsitefromarich,immersiveapponyourmobiledevice.
So…What’stheStory?
Whenlearningsomethingnew,astoryoftenhelps.ItletsyouprojecthowyoucouldusePowerBIontoyourownbusinesschallenges…andopportunities.
Inthisguide,wefollowAnna(ananalyst,orreportcreator)asshecreatesareportonstockperformancefortheOnlineContosoNetwork.Thestructureofthisguidefollowshowaself-serviceBIprojectoftenprogresses–itstartswithdatadiscovery,mash-ups,andreportcreation,thencontinuestopostingandhighlighting,collaborating,andsharing.
Duringheradventure,AnnaexercisesthefeaturesofPowerBI.Shealsolearnssomethinginteresting–andunexpected–aboutacertainsubsetofstocksduringtheeconomicdownturnof2009,byvisualizingthedatainwaysshehadn’tbefore.Solet’sjumpin,andseewhatAnnacandowithPowerBI.
Self-ServiceBIinExcel
PowerBIfeaturesinExcel2013makediscoveringandvisualizingdataeasy.Thesefourfeatures–PowerQuery,PowerPivot,PowerView,andPowerMap–workseamlesslytogether.
WithPowerQuery,youcansearchtheentirecloudfordata,bothpublicandprivate.Usingmultipledatasources,youcanfilter,shape,merge,andappendthatdatausingPowerQuery…withoutbringinganyofitintoExcel.Yougetaviewintothedata,shapeithowyouwant,andcanthensenditdirectlytotheDataModelinPowerPivot.Andeventhen,youcancreatenewcalculationsandfieldsinPowerPivottogetjustthedatasetyouwant.
PowerViewusestheDataModeltobringthatdatatolife.Createreports,thenletothersinteractanddrillintothem,changingvisualizationsontheflyastheyselectreportelements.
Toshowhowallthiscomestogether,fromscratch,let’sfollowAnnaasshecreatesherreport.
PowerQuery
AnnastartswithablankExcel2013workbook,andgoestothePowerQuerytab.PowerQueryenablesuserstosearch,combine,refine,shape,anddownloaddatafromallsortsofdifferentsourcesandtypes.OnthePowerQuerytab,Annabeginswithasearch.
TheOnlineSearchpaneappears.ShedecidestostartwithasearchfortheS&
P500–whichshethinksisagoodcross-sectionofthestockmarket.Ifshecanfindalist,andassociateddata,shebelievesshecancreatereportsthat’llbeinterestingandrepresentative.
Tohersurprise,allsortsofresultsshowupintheOnlineSearchpane.ThefirstresultfromheronlinesearchisalistingoftheS&
P500componentsfromawebpageonWikipedia.
Whenshehoversoverthatfirstsearchresult,informationaboutthatdatasourceispresented.
Thatlookslikeit’llwork.SheselectsAddToWorksheetfromthebottomofthepop-outinformationpane,enablinghertodownloadthedataintoExcel.
Nowsheneedsdatatomash-upagainsttheS&
P500list.Shefindsdailystockdatafromafewyearsback–duringthedownturn–andwantstoloaditintoPowerQuerytoshapeandview.
Shepointsthequerytothefolderwherethedataresides.
PowerQuerythenbringsuptheQueryEditorwindow.ThedefaultnameofthequeryisQuery1,butsherenamesittofitthedata:
NYSE2009–daily.Renamingitwillcomeinhandywhenshewant