Table of Contents

Power BI

Overview of Power BI

When using Microsoft Power Bi to analyse your system information there are three possible approaches

1. General Information and standard reports - Use our internal PowerBi Reports (coming soon)
2. Detailed Analysis with Lots of Data - Setup your own SQL Azure and PowerBi environments (you need a Microsoft Azure license and PowerBI online licenses)
   1. We will create a SQL database with a number of linked tables in Azure 
   2. We will publish data to those tables regularly
   3. Connect PowerBI to this table set - then publish to PowerBi online
   4. Edit and adjust your reports in PowerBi online
   5. Note PowerBi can also connect to other data sources like excel online or websites to enrich the data
3. Export from lists in the system regularly
   1. Either / or
      1. import these to power bi desktop then publish the results
      2. Load these upto excel online that Power Bi is connected to

Reporting Tables (vbi_)

Customers = Debtors

vbi-journal lines = includes all information required for analysis of journals.  Example - control line will be indicated.  Every line has debit / credit / link to a GL account.

Purchase order is only the header (but joining 3 tables of different types of orders - sales, purchases, returns etc) - hence the reason for this being there

purchase order lines references purchase order table - so use this

Sales Order - no sales order lines - sales order has all the information

Stock tran item is sales order line or po line join - so use vbi purchase order to stock tran item table (key on order id).  Stock Tran item works for both PO and SO.

vbi_item for sale = can be service or stock item, v_bi item for sale = generic both goods and services have in common, vbi_article is stock item

Microsoft Power Bi process

Power Bi Desktop

Use this to:

1. Define the data sources and add new data sources
2. Define the data conversion steps (from raw data to ready to analyse data)
3. Create reports / dashboards
4. This environment can do everything except allow others to view the results.  To do this you must publish your report to the online environment

Power Bi Online

1. An online report editor to create reports / dashboards
   
   1. Note: Can load up single tables and create reports - but not link tables together nor do data cleansing
2. Online Consumption of reports
   1. Reports once published are accessable by users

Where Power BI can get data

One power BI model can have data from lots of places at the same time

Power Bi can accept data from many sources into a dataset as you can see here...

Connecting to SQL Azure Database

If you have setup a SQL Azure database - then you can connect from the desktop or from the online version

How to populate the Azure database from the system

Publishing the data to the Azure Database is from the Financial Period

Exporting from Lists in the system (CSV files)

Extracts from any list in the system - choose a date range etc if required.

BI Extracts (CSV Files)

If your system has a BI Download configured - these files save as CSV with the "|" character as the delimiter

Connection to a SQL Database (in Azure)

If you have large volumes of data and want regular automatic updates to it - an SQL Database is the ideal method.

The ideal place for this database is in SQL Azure - it is cheap and in the same place as Power Bi Online so data does not travel across your network for designing and refreshing the report data.

• For those that like excel it can also connect to Azure... https://blogs.technet.microsoft.com/office_online_support_blog/2015/10/29/excel-online-refreshing-data-to-a-sql-azure-database/   and https://powerbi.microsoft.com/en-us/documentation/powerbi-azure-sql-database-with-direct-connect/

If you connect to a database that is not in the same place (ie on your site) then every time you refresh the data in PowerBi online (it only has a complete data refresh - not an add updates) - there will be significant traffic on your network.

Data Cleansing

Once you have the data in Power Bi

You are likely to want to change headings, change data types, add columns eg calculations, etc.  Most of these are similar to Excel

Column Transformations

Adding columns

An example additional column is for a bitwise operator.  A bitwise operator means that a single column (OptionsProfile) contains a number that provides information about a number of different settings.

In the sample below - 32 = multiple vehicles, 64 = Favourite, 128 = Is bulk order, 16 = POD.

Review the changes made

Once you have cleansed the data you can review each step applied (it is applied again in order if you refresh the data)

Power Pivot in Excel

Power Pivot is now a separately licensed add-in to excel.  If you do not see the tab - check you are licensed for it

To turn on Power Pivot in Excel

Connecting to an Azure Database

Enter the details

1. Connection string
2. Username
3. Password
4. Select a Database

Then Select the Tables Required

Select the tables to view

You can filter the tables prior to import to reduce the data

Use preview and filter above

Then import the data

Then link the tables with Relationships

Review the relationships

Then hide columns a user would not require

How hidden columns look

Save and the start creating pivot reports

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