Power BIGetting Started GuideWord文档下载推荐.docx

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