Saturday, 26 May, 9 am to 5 pm, Mumbai
Waterstones Hotel, behind The Lalit Hotel, near International Airport, Mumbai
Limited seats. Register Here
You must bring your own laptop. Additional software needs to be installed BEFORE arriving for the event.
Power BI Workshop Content
Who should Attend?
Who should NOT attend?
If you want to learn DAX language, specifically, you should NOT attend this workshop.
Learn from the Guru
Dr. Nitin Paranjape has coached over 330,000+ professionals across 18 countries. He is recognized as the Most Valuable Professional by Microsoft, for 15 years. Dr. Nitin is a coveted speaker with a unique humorous and motivating style of teaching. Detailed profile
Dr. Nitin’s work on Analytics
You will be able to …
Power BI Workshop is subject to cancellation due to inadequate number of participants or factors beyond our control.
In case of cancellation, full refund will be provided.
This is a commonly asked question. I will try to answer it in the simplest possible manner. Of course, this is as of May 2018. Things change very fast. So please check online for the latest status. Power BI Free does exist. In two forms. One is built into Excel and one is a subscription option.
Power BI Free in Excel
Let us understand what Power BI itself is. In simple terms it is a new way (now 8 years old) of handling and analyzing data. It was created to overcome limitations of Excel and provide modern ways of analyzing information – visually as well as statistically.
Power BI was originally created as a set of add-ins to Excel. Even today, these continue to be add-ins. Power BI is more of a brand name in the context of Excel. You will NOT see a menu called Power BI. But it consists of the following components:
- Power Query – which is a method of importing and cleaning up data from 70+ sources. This tool revolutionizes the way in which we managed raw data. All the manual and tedious work, weird custom macros … all gone! What’s more, it allows you to refresh data by repeating the import and clean-up steps automatically. Which means, second time onwards, the effort is zero. Power Query comes in two forms:
- Manually installed Add-in – for Excel 2010 and 2013.
Here the add-in creates a separate tab (Menu) called Power Query. It has all the query handling options.
- Excel 2016 onwards, this add-in is pre-installed. The separate menu is removed. It now lives in the Data tab as a group called Get and Transform.
- Manually installed Add-in – for Excel 2010 and 2013.
- Power Pivot this has two components
- Data Model – a database built-in to Excel which can handle millions of rows of data and multiple tables. It can be used to import data from multiple sources. Data Model compresses data and stores it inside the same XLSX file. It works much faster than having the data in Excel sheets (on the same PC).
- Power Pivot Table – which works on the data model (instead of data in Excel sheets). Creating a Pivot Table from data model allows us to use multiple tables of data and create relationships between them.
- Power View – is an add-in available since 2013. This is used to create interactive and visual dashboards using the data model. It is extremely flexible and powerful. It provides bar / column charts, matrix (like pivot table), pie charts, scatter charts and map (geographical visualization).
This tool requires an outdated component called Silverlight to be installed on the PC. As of now, most PCs do have this component installed. But Microsoft itself has discontinued this component and it is not supported. Due to this, Power View becomes a limitation of sorts.
What’s more, to view and interact with the dashboards on a browser, we need the same Silverlight component. Unfortunately, this works only on Internet Explorer – which is almost phased out globally.
Due to these limitations, Microsoft is discouraging the usage of Power View. As a manifestation of this issue, the Power View button in 2016 is hidden. We have to customize the ribbon to add the Power View button.
Although Power View is working as of now, it may be discontinued in future. Many organizations are disabling the use of Silverlight due to security risks associated with it.
Sharing Excel Power BI reports
Sharing reports created in Excel is done in two ways:
- Send the file by mail – which can lead to issues because we are making multiple copies of the file. If files exceed the email size limit, this option is not available. Unfortunately, we have already found the workaround for this limitation. We just copy paste the visualizations in PowerPoint and send the reports. This is the same as what we have been doing for decades: Copy paste Pivots and charts from Excel to PowerPoint.
Although this works, it defeats the purpose because all the interactivity and flexibility of analytics is completely lost.
- We can store the Excel files containing Power Pivots and Power View on OneDrive and use Internet Explorer to view and interact with the reports. As discussed earlier, it requires Silverlight and is a risky option.
The REAL Power BI Free
Although Power BI started as individual component Add-ins, Microsoft wanted to provide a more cohesive and safe solution. That is why Microsoft combined the above components into a separate tool and created Power BI Desktop.
Power BI Desktop is a stand-alone application. It does not need Excel to be installed. It is a combination of functions provided by Power Query, Power Pivot and Power View.
It can connect to 70+ data sources (as of May 2018) including Excel files, CSV, TXT and databases. Power BI Desktop can be used for free by anyone after registering on the Power BI web site.
Using this Power BI is simple. Download the Power BI Desktop tool. Create reports on the PC and publish them on the Power BI Portal (web site). Thus far it is free.
Sharing it with others requires the paid version. Detailed comparison can be seen here.
Sharing the PBIX file
Power BI Desktop is used to create reports and the Power BI Portal (website) is used to publish and share reports. Sharing requires a paid (PRO) subscription.
However, smart users will realize that it is still possible to share the Power BI Reports by either mailing the PBIX files or storing them on some cloud platform.
While this is technically possible, it suffers from the same disadvantages which Excel based sharing suffers from. If the data is large, the file size exceeds email limit. Even if you save the file on cloud and share the link, the other users have to download the file before opening and viewing it. Furthermore, they can edit everything in the file including the report visualizations, filters and interactions.
This basically means, the original report is no longer the original report – leading to multiple versions and confusion.
Feel free to post your queries here.
This content is relevant only if you are a CIO (or IT decision maker). Here is the video of the session I conducted at CIO Power List event on 4th May, 2018, at Conrad, Pune. Shadow Analytics has been around ever since “shadows” – also called end users – are around. Everyone knows about. Some people tried to eliminate it. Nobody succeeded.
This 30 minute video explains how to use Shadow Analytics as an opportunity to empower rather than restrict users and improve effective utilization of data.
The demos included in this Shadow Analytics video are:
Flash Fill, Insights, Explain the increase and Q&A.
What is Shadow Analytics?
It is all kinds of data capture, clean-up, manipulation and report generation performed by end users without IT intervention.
If you generate a report from a business system (which is built or managed by IT), it is alright. But if you copy paste data from multiple such reports into Excel and then generate a new report, it becomes “Shadow Analytics”.
As you can imagine, it is difficult to eliminate it. Irrespective of how much time and effort you have spent on creating the most flexible ad-hoc reporting systems, it is impossible to provide every possible variation that users want. Therefore, Shadow Analytics has always been there and is likely to survive in the foreseeable future.
Problems associated with Shadow Analytics
Primarily two problems. It is extremely error prone and time consuming. There are lots of related problems. The root cause is that data is handled in a casual manner without regard for its recency and in a completely undocumented manner.
This can lead to wrong decisions, delayed decisions, increased operational risk and enormous wastage of precious time.
It is impossible to handle and correct the data sources and deliver data to users in a manner which is so easy that they stop doing the manual capture and clean-up altogether.
Once clean, accurate and updated data is available as input, creating reports can be done by end users in a more informed and productive manner.
This is a very convenient feature available in Outlook. You may be using it even without knowing about it. Outlook can analyze your incoming emails and create calendar entries (events) based upon them. Four categories are understood as of now, flight bookings, hotel reservations, car bookings and package delivery.
This is based upon machine learning algorithms – no human is looking at your emails. Once a mail is detected as an event, a calendar entry is created automatically. Here is an example of a travel booking.
This mail was automatically processed by Outlook and the following calendar event was created:
In addition, it created a reminder 3 hours before the departure time. That’s nice but there is more. Exactly 24 hours before the flight departure, I received an email reminder for checking-in. This reminder did not originate in my calendar. It came from a generic reminder service.
Customize automatic processing
To change these settings, go to Outlook web access – Options (the gears wheel) – Automatic processing. Notice that the Package Delivery option is not selected by default.
Although it sounds fairly simple, the internal working of this feature is quite complex. Why? Because there are thousands of different formats for hotel and flight booking mails. It has to understand the relevant fields and create the calendar events. This is where machine learning is helping us – behind the scenes.
PowerPoint provides 500+ icons in SVG format. I recently published a blog which has a downloadable version of all icons in a PPTX file. Scalable vector graphic format icons cannot be edited inside PowerPoint. You cannot treat them like any other PowerPoint shape. But now, we can convert icons into shapes. Once converted to shapes all the PowerPoint shape features available. You can also use the Merge Shapes option to combine or subtract shapes. Here is how you do it:
insert a new shape, resize it as required , right click on it and choose Convert To Shapes.
Read the dialogue which appears and click Ok.
The icon may get converted to one or more shapes. If it has more than one shape, it will be in a grouped state. So it is a good idea to right click on it and try Ungroup. If Ungroup option is inactive, there is only one shape.
Here we have three shapes. Now the shapes can be used like any other PowerPoint shape.
What to do with the shapes?
Once Icons are converted to shapes, there are few things which can really add value. Color and animation. I will write separate blog for this but here is an example.
The icon above is from the Analytics category. It is a speedometer icon which is often used in performance management. Management dashboards showing KPIs often use this type of speedometer graphic. Here is how we can enhance the speedometer icon after it is converted to shapes.
With Animation, the needle can be made to move to show the current state of performance.
More stuff on icons coming soon…
May be you already know this. But still, read for just 2 minutes more to clarify your thoughts. Teams is an app which streamlines teamwork. That is the obvious definition. But this is an incomplete description.
Coordinating with multiple persons is Teamwork. Agreed. But there are a plethora of apps available to collaborate with others. What is special about Teams?
Teams is an app which helps you work with all types of Technologies. So it is not just teamwork with other people, it is with multiple technologies as well.
Of course. The name of the product suggests that it should be used when you are working with others. You + one or more other people makes a team. Agreed. We should use Teams when working with others.
Can I use the Teams app to work only with myself? The answer is YES.
Here is a list of articles I have written so far about effective usage of Microsoft Teams.
If you would like me to cover some missing topic or a specific area of your interest, please post it as a comment. This is a live book. As I add more articles about Teams, this list will be updated.
Microsoft Teams is a convenient way of working with colleagues without cluttering mailboxes. You post a conversation inside the Teams app and others can reply to it.
The common mistake is that instead of replying to your question, people start a new discussion. Here is how you prevent the mistake. Click on the Reply button.
Learn more about Microsoft Teams – Knowledge Pack.
If you are trying to use Microsoft Teams, you will face this practical problem. The problem is that all your team members must notice the messages that are posted in the Teams app. Nothing is visible in the Inbox. This may lead to missed messages and delayed responses. Start noticing the notification!