Intro
Let's explore how data stored in different sources can be accessed and integrated within Power Apps.
Capturing Teams Data
In this video, we focus on leveraging Power BI's integration with Teams, showcasing how data from user attendance, calls, messages, and channel activity can be effectively analyzed to extract valuable insights into Teams' activities
Knowledge Check
How can Power BI be utilized in conjunction with Teams to gain insights into Teams activities?
Power BI Embedded
Power BI Embedded is a service provided within Azure that allows developers to make use of data sets such as reports, dashboards, and visualizations directly into their own custom applications, websites, and portals.
It provides developers with tools and resources to embed Power BI functionality seamlessly, enabling users to interact with data visualizations without leaving the context of the application. Unlike the standard Power BI service, which is intended for individual or organizational use, Power BI Embedded is specifically designed for developers who want to incorporate analytics and data visualization features into their own software solutions. In the video below, we explore how we set up and make use of Power BI Embedded.
Knowledge Check
Select two prerequisites for embedding Power BI.
Using Azure SQL Server
In this video, we'll focus on this integration and its impact on enhancing data analytics capabilities. We'll discuss how Power BI's robust visualization and reporting features combined with SQL Server's powerful data storage and processing capabilities enable businesses to derive deeper insights from their data. By leveraging this integration, organizations can streamline their data analytics workflows, enabling more informed decision-making and improved operational efficiency.
Knowledge Check
What Azure service can businesses seamlessly integrate with Power BI to enhance data analytics capabilities?
SharePoint Data
Organizations often store data across multiple SharePoint sites and pages, posing a challenge in accessing and consolidating this information for comprehensive analysis. However, by leveraging Power Apps, businesses can seamlessly integrate and extract data from these sources. With Power BI's intuitive interface and connectors, users can effortlessly connect to SharePoint sites and pages, enabling them to import, transform, and visualize data within dynamic reports and dashboards. Let's walk through the process of accessing data in SharePoint in the video below.
Knowledge Check
Once integrated, Power Apps can seamlessly access data from all sources within SharePoint.
Validation
This assessment is designed to gauge your understanding and mastery of the key concepts we covered in this skill, follow the instructions to complete the task.
1.Data Preparation
If you haven't done so in the previous validations, download the excel sheet below and import it into your Power BI.
2. SharePoint
- From your SharePoint portal.
- Create a page named "Data".
- Navigate to the page and create a new list.
- Upload the "Financial Sample" Excel sheet.
3.Power BI
Connect to the SharePoint online list and access "Financial Sample"
Review
Incase you had challenges completing the task, let's go through it together.
Knowledge Check
How does your organization currently access data stored across multiple sources?
This interactive assessment is available in the full learning experience.
View Transcript
Intro
0:00Hello and welcome to Data Sources. When dealing with
0:02Power Applications, be it Power BI or Power Applications,
0:06we often find ourselves having to deal with tons of data in different locations
0:11.
0:11Sometimes we'd actually be working on an application and we have to pull data
0:15from
0:16SharePoint online or maybe want to go ahead and work with something that
0:20requires us to
0:20make use of data within Teams or maybe within SQL Server,
0:24which could be on-prem or maybe it's within Azure.
0:27It's very important for us to understand and know how we can never get to all
0:31these
0:31places and have that data brought in and integrated into the various
0:35applications or
0:35resources that we are building.
0:37So in this particular scale, we're going to look at the following.
0:39We'll look at how we can access data from Microsoft Teams or making use of
0:44Teams data.
0:45And then we'll proceed to look at how we can make use of Power BI embedded.
0:50All right. And from there, we'll then look at how we can access data from SQL
0:55and be able to
0:55integrate the various resources that actually exist in there.
0:59And we'll finally close by looking at how we can access data from SharePoint.
1:03So with that, let's get started.
Capturing Teams Data
0:00Alright, so here we are within Microsoft 365 and the greatest thing is for us
0:03to be able to
0:04make it easier for the virus users we have in the environment to integrate the
0:08different
0:09insights that we'd like to see in different applications across the Microsoft
0:12365 fabric
0:13by using Power BI. So over here we're going to go and click on the menu and
0:18from the menu,
0:18go ahead and select Teams. Now Teams is widely used across many organizations
0:23when it comes to
0:24collaboration. It is more like the center of collaboration. Quite to right,
0:27users would prefer
0:28different ways of communicating and sharing different resources but in comes to
0:32Teams you can
0:33share lists, you can go about doing your meetings and virus other messaging
0:38which are
0:39actually regarded as an informer sometimes just to make sure that everything
0:42continues to work.
0:43So it does function as a form of platform as well as for informal communication
0:47within an
0:48organization. So let's see we were trying to integrate our virus insights
0:53within Teams using
0:55Microsoft Power BI. Of course we'd simply use Teams by coming to apps over here
0:59. Now if you were
0:59in chats or anywhere else all you have to do is to locate the app section. So
1:04from the apps,
1:05just go ahead and type Power BI over there. So we just go ahead and type Power
1:09BI and there it pops
1:10up. So once we have typed Power BI we actually could have quite a number of
1:14categories depending
1:15on what exactly we do within our organization but what we are looking for
1:19specifically is the
1:20Power BI add-on. Not necessarily the Power BI collaborations now but we simply
1:24want to go ahead
1:25and select that. Just want to add it within our organization. There is a few
1:29information that
1:29you find over here, reviews permissions and so on and so forth but what we
1:32simply want to do is to
1:34go ahead and click on add. Notice at the moment we do so right from the home
1:37tab we have options
1:38such as creating a new report and we have a few recommendations here such as
1:43Teams activity
1:44analytics. Now Teams analytics is great to give us insight into the virus
1:48activities that are
1:49happening within our environment as far as the usage of these application is
1:53concerned. We could
1:54look into analytics regarding meeting attendances, regarding various call
1:59attendances and other types
2:01of information that could help us understand how virus users are participating
2:05in different
2:06organizational projects that are going on within a particular timeframe. Now
2:09over here you see that
2:10Microsoft is suggesting that we could go and use the premium P user option over
2:15here. Now these
2:16does come with a lot of features compared to the standard version. Of course
2:20this would also require
2:21us to pay for these advanced features but you also have the ability to go and
2:26try that for free
2:27for a limited period of time. Now we could also go and create our own report
2:31from here or we could
2:32continue browsing and try to figure out what exactly would like to work with
2:36when it comes to Teams
2:37with Power BI. Now let's go back and look at the first option that says analyze
2:42your Teams usage.
2:43This would give us insight into how we're using this particular product. So
2:47over here we can see
2:48the virus meeting participated in zero meetings organized one-on-one calls etc.
2:54And if we had many
2:55meetings that we've attended we'd actually be able to have insight into all
2:58this. So we can see over
2:59here that there isn't any information that has been captured for the last seven
3:03days, last 31 days,
3:04etc. There hasn't been any information but we can also adjust this to see
3:08whether there has been
3:09anything in the last 90 days. And if there isn't anything we'll go ahead and
3:13try to generate some
3:14activities. So let's go and click on the ellipsis over here and from there we
3:19'll go and locate
3:21calendar. Now this is the area that allows us to have access to all other
3:24applications we've got
3:25within our environment. So we're simply looking for the calendar option we'll
3:28open that and that
3:28allows us to set up a meeting. So let's go ahead and set up a new meeting and
3:32we're just going to
3:33go ahead and name it as the poor BI meeting. So this is just for us to be able
3:38to generate something.
3:39So not add any information to this. We invite other tenants who could set this
3:43to be repeating
3:44meeting and add more information and channels etc. But we simply want to go
3:47ahead and save this
3:49and be able to attend this meeting and see whether poor BI is going to generate
3:53this activity and
3:54be able to give insight into how we are attending virus meetings and other
3:59activities within our
4:00organization. So let's go ahead and select the meeting. We'll just go ahead and
4:03join it. Okay,
4:04join now. Okay, so once we're in the meeting area there is nothing additional
4:08that we've got to do
4:09that would actually prompt probably I to begin taking note of the virus
4:13activities that are
4:14happening over here. And if we happen to leave the meeting we can actually go
4:18ahead and leave
4:19this and that must be recorded somehow. But what I'm going to do in the
4:21background is I'm going
4:22to generate multiple meetings and be able to see whether we'll be able to
4:25capture more information
4:26regarding activities in teams. So even after multiple attempts of initiating
4:31meetings within
4:32teams I've not been successful in instantly bringing in data in this area. I
4:37bet it takes some time
4:38before we can actually begin to see something. But this is a critical
4:40information or area where we
4:41have information regarding the meetings that we have attended, the one-on-one
4:46calls etc. However,
4:47there is actually more information that has begun to populate in line with
4:51Microsoft Teams.
4:52And if you move to team activity we'll be able to get insight regarding the
4:56virus activities and
4:57users who are currently making use of this product. For instance over here we
5:01have utilities and
5:02we have the team name and we can see active user it says one. Implying the user
5:06account I'm currently
5:07using to sign in and carry out multiple tasks within Microsoft Teams. Active
5:12channel it's still
5:13saying one certainly pointing the only channel that I have within this
5:17particular tenant. And we can
5:18see more information regarding days of activities in the past 85 days in the
5:23past 90 days there
5:24hasn't been any communication. And this is simply because this is a new tenant
5:28and the user is a
5:29free user. So we really can't be able to begin getting insight just on the go.
5:34However, if you
5:35got a tenant that has been active for quite some time and you've been making
5:38use of teams etc.
5:39you'd be able to gain all that insight in here. Now let's say we have an
5:43organization that really
5:44tracks this information and wants to have insight into what is happening. Maybe
5:48we are also having
5:49multiple sister company attendees to the virus meetings that we have and we
5:54simply want to have
5:54insight into what is happening on a broader spectrum. We can move to team
5:59activity details
6:00and look over here. It shows information regarding active users from past years
6:05going on and on and
6:06on. And we can see that in graphical format making it easy for us to understand
6:10what is happening.
6:11And we can see the owners. We can also see members. We can also see guests in
6:15this particular area.
6:16In addition to that we can opt to have this information downloaded and served
6:22elsewhere.
6:22Or we can export it to different other sources that we have or share it with
6:27other users that
6:27we have in our environment. We can even decide to share this using a specific
6:31email address.
6:32Maybe we've got a user within our environment who really needs to have insight
6:36into what is
6:37happening in terms of attending of meetings and participation into the
6:40different activities
6:41within our organization. From there we can also chat in teams meaning we are
6:46able to move these
6:47into the virus channels that we have. For example, a general channel over there
6:50we can add these and
6:51share these insights with that particular channel within our environment. We
6:56also have options to
6:56drill further into this data and have an understanding of what exactly is
6:59happening or even gain insights
7:01or even set alerts of the virus activities that are going on. For instance we
7:05could use
7:05these filters over here to trigger a message in the event that a particular
7:10date or figure is
7:11mentioned then we can actually get a notification from a message. So if we were
7:15to tag maybe let's say
7:17the figure is going to be equal to or ease and here we could say maybe 200,000.
7:24That would
7:24simply help us to get a notification in the event that there is a mention of
7:27such a figure within
7:28the virus channels that we have. And we could go ahead and begin using
7:32different filters over here
7:34and also be able to create messages that would then be able to generate alerts
7:37in the event of
7:38such a scenario with an environment. And if the visuals that have been used are
7:42not pleasing or
7:42even easy for us to understand we can go and edit that by clicking on the edit
7:46button. And over
7:47here we can simply click on the visuals that we have and change them to an
7:51appropriate visual that
7:52will bring more visibility to the information that we have. For instance over
7:55here we can see that
7:56this visual can actually be expanded. Let's just quickly expand it. And we can
8:01see the different
8:02periods that are indicated within this particular portrait. And this is just
8:05one of the many things
8:06that we can do when we're integrating various products that are in the micro
8:10365 suite with Power BI.
Power BI Embedded
0:00Power BI is a great tool.
0:02Acquiring skills that enable us to manage,
0:04configure, and work with various datasets is really
0:07an invaluable skill.
0:08This isn't because of its ability to be
0:10integrated with other resources.
0:12We just saw how the integration of Teams with Power BI
0:15can give us insight into
0:17various activities within Teams channels.
0:19We can also integrate our Power BI with Microsoft Azure.
0:25When we integrate Power BI with Azure,
0:28we can have insight into our Azure SQL databases.
0:32We can have insight into the virus storage resources
0:35that we have, could be blob storages or other types of
0:38storages that we have in our environment.
0:40This would actually help us to be able to derive real-time
0:44insights into virus activities that are happening
0:47within these particular areas.
0:49Now within Azure, we can actually have insight into
0:51our Azure SQL databases like we've just mentioned.
0:54We can also look into blob storages.
0:56We can look into Cosmos DB and other resources contained
1:00within our Azure environment.
1:02Previously, we had to look at data sources that could be
1:05in Excel or maybe looking at a particular table that we have
1:08and if a few columns, et cetera.
1:10When we actually plug our Power BI into Azure,
1:13we would be able to use virus too.
1:15Looking at your SQL databases, for example,
1:17and you could pull information right from your database
1:20and be able to analyze it.
1:22For example, that you have product Y and product Y
1:25that cost you an X amount of dollars in the year 2023.
1:30And you're trying to just be able to understand and make
1:33an analysis of what product Y is likely to cost you
1:36in the year 2024.
1:38By looking at the virus charts, maybe these could be usage
1:41charts and maybe users were accessing that particular
1:43product, et cetera, you'd be able to tell whether you're
1:47going to have an increase in your budget for this particular
1:50product if there is growth in the usage of that particular
1:53product.
1:54But if there's a decline in the use of the product,
1:56then you can begin predicting to say there's going to be a
1:59decrease in the budget of that particular product.
2:02And this is where Power BI becomes very instrumental.
2:05In multiple use case scenarios, regardless of departments,
2:08industries, and other factors that could hinder other types
2:11of products or software to actually be useful.
2:13Let us go ahead and explore how we can make use of Power BI
2:17within Azure.
2:19All right, so let's head quickly into our Azure portal
2:21by tapping portal.arge.com.
2:23And from here, we just proceed and sign in.
2:26And then we can begin looking at the various factors that
2:29would like to consider in the process of integrating
2:32Azure with Power BI.
2:34Now, there are quite a lot of things that users would
2:36actually do in this particular environment.
2:37And one of those is making use of Power BI embedded.
2:41Now, what exactly is Power BI embedded?
2:43So Power BI embedded is a solution that allows us to
2:47embed or simply encapsulate different visuals for different
2:50trends and activities of different datasets that we have
2:53within the application itself.
2:56And this is achieved by simply linking our Power BI
2:59embedded within Azure and have these point to the various
3:04applications that we may have within our environment.
3:06Of course, this would require the use of APIs and different
3:09SDKs that have to be downloaded in order for you to
3:12achieve this.
3:13But let's look at what this actually solves.
3:15Now, previously, when we were working with different
3:17datasets, we could get data from application one and that data
3:21be it reports or maybe it's an Excel sheet could simply be
3:25translated and be viewed by users from different locations.
3:28And one of the areas that we saw to be very useful in this
3:31process is the use of Power BI service.
3:34Now, Power BI service is the portal or the cloud-based
3:37version of Power BI.
3:39And this allows users to be able to visualize data within
3:42form of charts or pie charts or different types of visuals
3:46and easily interpret those visuals in organizations.
3:48Now, this is easy when you're dealing with a single
3:50application, assuming that you have more than one
3:52application, let's go to application two over here.
3:55And application two also has its own data, different
3:58reports, et cetera.
3:59This simply means if we wanted to have those datasets
4:03interpreted into visuals that we can read, we also have to
4:06move that into Power BI service or perhaps for a single
4:09user, move that to our Power BI desktop.
4:12But then in the event that we want to make sure that all
4:15these applications and their data is easily interpreted, we
4:18can now rely on Power BI embedded to simply embed this
4:23information into each and every application.
4:26So instead of us making use of Power BI service, we could
4:28have charts in here and different visuals for the data
4:31that we have.
4:32And the same could also be done in here with different
4:34visuals and dashboards that interpret what is happening to
4:38the various forms of data and reports that we have in here.
4:41And that actually limits the amount of time a user now has
4:44to sign into Power BI service, look at the various charts and
4:48visuals and come back to the data and look at the report
4:51itself.
4:51This actually helps the user to now be able to focus on the
4:54data itself and also be able to look into the integrated
4:58visuals and understand the various trends and interpret
5:00them correctly.
5:01And that is where we actually find that Power BI embedded
5:05becomes a very useful tool whenever we want to integrate
5:08the various visuals into applications we have with
5:10the environment.
5:11Now back into Azure, you'd notice that there is just a lot
5:14that we can do in here.
5:15So from our home section, we can go and create a new
5:18resource from here or we can simply go ahead and set for
5:21Power BI.
5:23Now because I had already set for Power BI embedded, you
5:26realize that it's currently in this particular section where
5:29I have recently accessed resources.
5:31I could easily go and click on Power BI embedded and create
5:35an instance of Power BI embedded within an environment.
5:37But if we can go ahead and create one, let's go ahead and
5:40create resource groups.
5:41Now resource groups are a great way of organizing our
5:44resources.
5:44You can think of them as containers or silos that I use to
5:48store relatable resources.
5:49You could have a resource group for infrastructure, another
5:52resource group for software, et cetera.
5:54So just want us to go ahead and create one for Power BI.
5:57So let's select resource groups over there and go to
6:00create.
6:01And within this particular area, we just have to make sure
6:03that we have the right full subscription pointing to this
6:06resource group.
6:06So with that in place, we just go ahead and give it a name.
6:09So it's going to be PL-900.
6:11And then we have to make sure that we are associating with
6:13the right full region.
6:14Now, like I emphasized in the previous videos, you have to
6:17make sure that the region you select over here is closely
6:20aligned to the location we are operating from.
6:23We'll now go ahead and create tags for it.
6:24So let's just go and click on Create.
6:26And once we have this resource group created, we can then
6:30create our Power BI embedded and put it within PL-900, which
6:35is our resource group.
6:36So go back to Home.
6:37And from Home, we'll select Power BI embedded.
6:40And then go ahead and click on Create.
6:41And from here, we can begin the process of creating a Power BI
6:45embedded instance within our environment.
6:47Now, there are a few things you have to pay attention to
6:49once you're in this area.
6:50The very first one is the subscription.
6:52You have to make sure that the subscription you're making
6:54use of is one that supports Power BI.
6:57You'd realize over here, if I select the student starter,
7:00it says here that it is not allowed to register the
7:02resources.
7:03And it gets that this is from Power BI dedicated.
7:06So it's very important to ensure that the subscription you're
7:08making use of has that capability.
7:11Now, if you're making use of a subscription that is maybe
7:15created using your personal email address, and it's not one
7:17that is provided by an organization, you could actually
7:20run into such problems.
7:22And the second thing is that you have to ensure that you're
7:24putting this in the right for resource group.
7:26And if we had no resource group and we came to this instant,
7:30we could easily create one by clicking on this button, or
7:32could simply go and select the right for resource group if we
7:35had multiple resource groups within our environment.
7:37With that in place, we go ahead and add a resource name in
7:40this particular area.
7:41Now, there are two things you just have to be aware of when
7:43adding resource names.
7:44The first one is that you cannot start it with a number,
7:46like so.
7:47So whatever you're going to type afterwards, that resource
7:50name is going to be rejected.
7:51So if you're going to add any number, it's going to be
7:55later fast, and then you can have any number added to that.
7:58The other thing is that you cannot have upper cast letters
8:01in this particular area.
8:03So we've got to make sure that everything you're going to
8:04type is in small letters.
8:06So I'm going to go ahead and change that to Azure PBI for
8:10Power BI, and then I'll say 002 over there.
8:12Let's see if that is going to be available.
8:14All right, so that has worked.
8:16So once you have a resource name over there, you can go
8:18ahead and look at the location section.
8:20Again, you've got to pay attention to this, usually to
8:23pick up the region that aligns with your tenant.
8:25But in the event that you want to make changes with the
8:27region, you can always go ahead and select a different
8:29region over there.
8:30And then you have the resource size that determines the
8:32cause of your processes, as well as your memory.
8:34And if you are concerned about the charges, you can always
8:37change that by dropping the values lower.
8:39It is also important for you to specify the Power BI
8:42administrator as this is the account that you'd use to
8:45assign or even be able to access virus resources.
8:48With that in place, we just go ahead and click on Create,
8:50and we'll not go ahead and make any tags as of now.
8:53Once we have that in place, our Power BI embedded must
8:56actually be available within our environment.
8:58It is from here that we can now begin looking into things
9:02that should be done, such as creating virus APIs and maybe
9:05linking different applications that we have to a Power BI
9:08embedded in order for us to be able to embed the virus
9:11visuals would like to see of the data that we have with the
9:14environment to those applications that we have.
9:16And this, my friend, is how you'd set up Power BI embedded
9:19within our environment.
9:20There is actually more to this.
9:21However, it not really have to be so concerned with the
9:24infrastructure part of configuring these environments, as
9:27most organizations would actually have teams that are
9:30dedicated to setting up infrastructure, and you could
9:32focus on the data side of things.
9:34But it's always beneficial to know both sides, as you may
9:37never really know in what environment you may find
9:39yourself.
9:40And if this is something that you'll not be using
9:41instantly, you can go ahead and just post it.
9:44This post button allows you to post the service.
9:46And you can decide to move it to a different resource group
9:48or even another subscription, or entirely deleted to prevent
9:51any billing.
9:52In the next video, we'll build a SQL Server and database
9:55within Azure, and look at how we can integrate the data
9:57from our SQL Server to Power BI Desktop.
Using Azure SQL Server
0:00So what have we seen so far when it comes to working with Power BI to interpret
0:04different datasets and create visuals that help us understand what exactly is
0:08happening with that data?
0:10Well, we've seen how we can make use of Power BI service.
0:14So Power BI service can be great for those users who would like to simply
0:18visualize data and be able to do so well on the move.
0:22And we're able to look into reports which were initially in Excel and work with
0:26those reports.
0:27We've also seen how we can work with Power BI Desktop to simply create various
0:32reports and be able to also visualize those reports from Power BI Desktop.
0:36But there is one thing that we haven't yet looked at and that is how we can
0:40access datasets that are in Azure and be able to understand what exactly is
0:44happening.
0:46And this can be achieved if we were to build, let's say, a SQL server and have
0:50a database that is also in here and have some data that could be within this
0:55particular area.
0:56Let's say that is our data over there and later on have the same information
1:01visualized from Power BI Desktop.
1:05So the only key thing that we have to look at when we're dealing with these
1:09kind of datasets is that this data must truly be existing in here.
1:13And whatever admin or user account is used to access this data is the same kind
1:18of admin and user account that must also be used to access that data or the one
1:24that must also be signed into when I can see that data.
1:25And then we can actually get into when accessing Power BI Desktop over here.
1:29And with that, we could actually easily be able to transport that data from
1:32this location to that location, which makes it much easier when users or
1:35organizations have a lot of datasets that are actually contained within Azure.
1:40Because in this case, we can easily have access to those datasets from various
1:44locations.
1:45Let's dive into our Azure portal and look at how we can set this up.
1:50So here we are within the Azure portal, let's go to the menu and from here we
1:54'll go and select SQL databases.
1:56Now it's in this area that we can go ahead and create our database.
1:59So let's go ahead and select Create over there.
2:01And once we are in here, we can begin the process of creating our database.
2:06Now there is a promotion for this option here that allows us to add up to 32
2:16gig of backups to each set trial and just apply the offer that allows us to
2:19make use of a lot of other features that are currently available freely within
2:19this area.
2:19Okay, so we have to make sure again that we have the right for subscription.
2:23And then we have to go and select the resource group that we'd like to deal
2:26with.
2:27We'd like to keep this within our PL-900 resource group.
2:30And here we have the database details.
2:32So let's give it a name.
2:33So I'm going to call it Power BI.
2:35And then we'll say this is going to be DB.
2:38All right, so that's our database over there.
2:40That name has been acknowledged.
2:42Then we have to go and look for the server.
2:45Now I currently do not have any server in here.
2:47So let's go ahead and create one.
2:49Like I said previously, if you are a data analyst, you don't really have to
2:52worry about setting these up sometimes because you'd actually find that your
2:56admin teams would have taken care of this.
2:58But it's always great for you to know that.
3:00So let's say this is going to be our server.
3:02So let's say PBI for Power BI server, let's say SVR 01.
3:09Is that going to work?
3:10Yes.
3:10So PBI, SVR for server 01 is the name of the server.
3:14Tech not of that extension over there because when you're accessing Power BI
3:18from your desktop, you would actually have to use that.
3:22However, there is another place we can copy that after you finish this
3:25configuration.
3:26Okay.
3:27And then we have the location over here or the region.
3:29I'll keep it as is.
3:31And then we have the authentication section.
3:33Now, this is where you would select your preferred method of authentication in
3:36order for you to access whatever resources you have within your database.
3:40So you have options such as using the Microsoft Entra on your authentication.
3:43And what this provides you with is that it bases its selection of
3:46authentication based on the users you have within Entra ID and use those
3:51credentials to sign in.
3:53You can also use both SQL and Microsoft Entra meeting.
3:56You have to create a SQL authentication account.
4:00And then you could actually allow users to sign in using those credentials.
4:04Or you could use your Microsoft Entra authentication as well.
4:08And then you have the use SQL authentication option only over here.
4:11Now, depending on what exactly you want within your environment, you can always
4:14select what works best for you.
4:16Now, for us, just go ahead and use Microsoft Entra on authentication.
4:19Reason being we already have those credentials.
4:21So simply have to go and select a user or select the set admin option over here
4:24.
4:25And once I've selected my admin user, go ahead and click OK.
4:29So over here, we have a brief review of what we've configured.
4:32There is information here related to the costs and everything else that might
4:35need to know.
4:36And by the way, we can always adjust these at a later stage.
4:39But once this is set up, we just go and create this.
4:42And that should allow this to be deployed.
4:45And then have us set up a SQL server, the environment, that can link to our
4:50Power BI desktop.
4:51All right. So deployment is complete.
4:53Let's go ahead and access our resource.
4:55So coming here and from this location, we can see quite a lot of information
4:59regarding this configuration.
5:01We can see the resource group where it is.
5:03We can see the status.
5:04It is currently online.
5:06We can see the region or location over there.
5:08We can also see the server name.
5:10And this is what I was pointing to earlier on to say, when you want to access
5:13this server,
5:14you would have to use the server name and then you have to use that extension
5:17over this.
5:18So just go ahead and copy that for now because we need it when we access Power
5:21BI desktop.
5:22And you can also see quite a lot of information regarding this particular
5:24configuration.
5:25Now, this is not complete up until we have the means to network to it.
5:31So we need a public IP address in order for us to achieve that.
5:34And for us to configure that, we have to go and set the server firewall.
5:38So select a firewall over there and this brings us into the networking area.
5:42So it is currently disabled.
5:44We have to go and allow that.
5:46And in this area, all we have to do is to add a public IP address to it.
5:50So we see here we have add client IP address.
5:52We just click on that and it was signed that IP address.
5:55And once we have that in place, we just click on save.
5:58So the configuration itself from this end isn't complicated.
6:01However, if you have special firewall rules that would be required for you to
6:04configure
6:05in this area or maybe set in private IP address that must be authorized, et c
6:08etera,
6:09then you have to go deeper and configure this particular area.
6:12Now with that set, let's go ahead and fair up our Power BI desktop.
6:16All right.
6:17So here we are within Power BI desktop.
6:20And we currently haven't signed in, but previously we could pull in data into
6:24this location
6:25from Excel and for us other resources.
6:27And what we want to try and do now is to be able to pull in data from our SQL
6:30server into
6:32this particular area over here.
6:34So step one is for us just go ahead and sign in.
6:36And once we have signed in, we should be able to go ahead and achieve that.
6:40And once we have gone ahead with that, we will not allow the organization to
6:43manage this
6:44device.
6:45We only want to sign in to this app.
6:46So with that in place, we should be able to have access to the resources that
6:50we need
6:51within our environment.
6:52So if we select import from SQL server, we now can pass that server name that
6:56we type earlier
6:57in this location over here.
6:59And once we have that in place, we'll click OK.
7:02And voila, there we have it.
7:04Use my current credentials to sign in.
7:06Yes, we'll go ahead and connect.
7:07And there we go.
7:08Access is granted.
7:09So right here we can see there is Power BI DB.
7:12We can see it over there.
7:14And if we have any resources, we currently don't have anything in the preview,
7:17but if we have
7:18any resources that we simply wanted access to, this is the area where we would
7:21now be able
7:22to pull them in and be able to access those resources for viewing of the
7:26various edits
7:27that we may simply want to do to the data.
7:29But here is the beauty of integrating Power BI with other services, such as
7:33Azure Services.
7:34So if we go back to our Azure portal and from this location over here, if we go
7:39and access
7:40our resources or go to the resource group or just over here, you can see we've
7:43got PIL
7:44just an Android and there's our Power BI database, just go ahead and select it.
7:48You'd actually be able to see that if we scroll all the way down, what do we
7:52have?
7:52Power BI.
7:53So we can actually select Power BI from here and be able to have access to
7:57various resources
7:58that we need within this particular location.
8:01And there we have our Power BI.
8:02So if we go and open that, that should actually open from our Power BI desktop.
8:07So just go ahead and close that and bring back our Power BI desktop over here.
8:12And if we had lots of data within this particular area, we could actually begin
8:15playing around
8:16with that data.
8:17We still have options such as loading this data.
8:19If we simply want to load it for us to begin creating visuals within Power BI,
8:23or we can
8:24actually transform it and going to Power Query where we can begin looking at
8:27various features
8:28that allow us to make amendments or changes this data or simply query some
8:32information.
8:32Like you'd see in this case, we have different information regarding this
8:36particular table
8:37over there, and we could look at various ID sections, column such as the name
8:42section.
8:43There are quite a lot of things that we can actually achieve in here just by us
8:47now being
8:47able to pull that data from our SQL within Azure.
8:51And the same goes for the various changes that we can make within this
8:55particular area
8:56of Power BI desktop, we'll be able to actually visualize that data and use
9:01different visuals
9:02over here to interpret what is happening to our data set.
9:05So if we were to expand our data section over here, you'd be able to see our
9:08database information
9:09over there, and we could still do the same, adding various types of information
9:13contained
9:14within our database and putting that into visuals.
9:17And that my friend becomes very helpful for an organization that desires to
9:21leverage the
9:22various capabilities of Azure with Power BI.
9:25For now, I'll see you in the next one.
SharePoint Data
0:00SharePoint, one of Microsoft's greatest tools when it comes to creating and
0:03sharing
0:04weight-based resources. And for sure, it's just no way we're going to come to
0:07the end of this
0:08skill without looking at how we can use Power BI to access resources that could
0:12be in SharePoint.
0:13Now, over here, if we want to access our SharePoint site, all we have to do
0:16from our
0:17Microsoft 365 add-in center is to go to the menu. And from here, we have Share
0:22Point. Now,
0:23depending on what your organization has delegated to you, you may not really
0:26have
0:27everything you're seeing over here, of course. But if you're using SharePoint
0:30for sharing resources
0:30within your organization, you definitely find it over there. So within this
0:34particular area,
0:35we're able to create various lists and libraries and pages, etc., depending on
0:40what exactly we want
0:41to share. So from this area, if we went to, let's say, Create site, we'll be
0:45able to create a site
0:46from there. Unless we can try to click on the Share Start page. All right, this
0:50is a better
0:51beginning place, because from here, we're able to see the various sites that
0:54already exist within
0:55an environment. Now, if we already have a site like we're seeing over here, we
0:58could simply go and
0:59access it and begin looking at what we want to create. But if we do not have,
1:02all we have to do
1:03is to go and click on Create. And this allows us to create a location where we
1:07can keep the various
1:09Excel sheets or web documents or anything else that we simply want to share the
1:12environment. Now,
1:14I'm not going to go into the details of creating one over here. Just cancel
1:17that. And I'll go ahead
1:18and click on this preexisting site over here. Just go ahead and open it. And
1:23from here, I'll go and
1:24click on New, because this allows me now to create a document library. The
1:29reason I'm creating a
1:29document library isn't because I want to bring in my financial report in here
1:33and be able to share
1:34it with other users within this environment. So you can create a list, a page,
1:39space, news,
1:40posts, etc. There's just a lot that you can do with this tool. So let's go
1:43ahead and select
1:44Document Library. And from here, we can decide if you're going to be creating a
1:47blank one,
1:48or we have a preexisting library elsewhere. We just want to maybe bring in that
1:52template and begin
1:53working on the various features, tweaking what is necessary, etc. For us, we
1:57have none. So let's go
1:58ahead and click Blank Library. And he will say this is going to be financial
2:02report. And with that
2:03in place, we'll go ahead and put a word description over there, and we'll go
2:07and click on Create. Now,
2:09that's all we need for now. And with that now, we can go ahead and create a new
2:14maybe folder,
2:15or have a web document or Excel what brought in depending on the intentions.
2:19But in this particular
2:20case, we just want to go and upload a preexisting Excel sheet, so go and select
2:25on files. And from
2:26there, I'll go ahead and select my Excel file, right click on Open. And once we
2:31have it open in here,
2:32we can decide how we'd like to share this particular file. Now, there are quite
2:35a lot of features
2:36over here. If you select this, you can copy the link from here, you can share,
2:40you can even just
2:40go ahead and open this in Excel. And this is one way in which you're able to
2:44tell how the interoperability
2:46between these applications and how easy they are to integrate actually becomes.
2:51For sense, in this
2:52case, we can see that our Excel sheet is opened in Excel online from SharePoint
2:56. But now we want to
2:57be able to access this from Power BI and be able to do the virus edits and
3:02changes from our Power BI
3:04desktop. Well, that too is achievable. All we have to do is access Power BI
3:09desktop, which I'm
3:10quickly going to open in this window over here. And once we're in this area, we
3:14can go and click on
3:15File. From here, you can see the recently accessed files, you also can have
3:19access to your one drive
3:21files. But what we're going to do is to go and click on get data. So you can
3:24click on get data,
3:25we have various data options over here and different formats that are provided.
3:29But we'll go ahead
3:30and select the last option that says get data to get started. And from this
3:34section on, there are
3:35different types of formats and softwares that are usable within Power BI
3:39desktop. We have SharePoint
3:41over there, we have SAP, we have Azure, we have different types of solutions
3:46that are provided
3:47in this location. And I want you to notice one thing, you do have SharePoint
3:50folder. And if you
3:51scroll all the way down, you'd also find SharePoint online list. Now this is
3:55because of the SharePoint
3:56hierarchy. If you're going to select the SharePoint online list and click on
4:00connect, you'll have to
4:01provide a URL that points to that particular list. Now in this case, if we went
4:06back to our
4:07environment, and over here, we have that document that we uploaded. And it also
4:11comes with its own
4:13link, if you go to copy link over there, is there something you can find in our
4:15address space over
4:16here with that extension ASPx or the active server pages extended, which is
4:20actually an extension
4:21used for way pages that are designed to be served using Microsoft's ASP.NET
4:25framework. And that link
4:27would actually not respond if we try to use it within Power BI desktop. This
4:31will be fine if we
4:32maybe email it to somebody or share it with other means. But we actually need
4:36the site itself. That's
4:38the link right after not any file or any document or any Excel sheet within the
4:43site, but the site
4:44link and that's the link that we're after. So we're going to go ahead and copy
4:48that. And after
4:48we've copied that, we'll go and access our Power BI desktop and then we'll
4:53paste it. All right,
4:54with that in place, we'll click on OK in order for us to connect to our Share
4:57Point. And there we go.
4:58So over here, if our authentication is right, if we've just made sure that we
5:02're authenticated,
5:03we should be able to access to this. Now, this is actually a huge hierarchy.
5:07And what we're after
5:08is the financial report within this particular list. So go ahead and select it.
5:13And once we have
5:14identified it over there, we can just go and click on load. And this will load
5:18that particular
5:19report into the Power BI desktop environment, allowing us to begin editing it
5:23and adding visuals
5:25and making sure that the various interpretations of the data that we have in
5:28the environment are
5:29rightly represented. So there is our financial report. Now we can go ahead and
5:33just expand it.
5:34And we can begin bringing in the various types of data. We simply want to see
5:39within this between
5:40environment. And this is how my friend, we can go ahead and working with the
5:44various types of
5:45documents and Excel sheets or any other resource that you may have within Share
5:48Point and bring it
5:49into Power BI desktop. In the next night, we'll go through a validation video
5:54to evaluate what
5:54what we have learned in this particular scale.
Review
0:00All right, so here we are within Microsoft 365 admin center.
0:03The very first thing that we need to do is to access SharePoint as that is what
0:07we've been requested to do best on the validation.
0:10So from the menu over here we have SharePoint and once SharePoint is open, we
0:15need to be able to go and create a site named Data.
0:20I already have mine over here, but if you wanted to create a new site, all you
0:23had to do is to go and click on Create Site.
0:26And from here you have these two options that allow you to choose which site
0:29you would like to create.
0:31For instance, if I was going to create a site for my team, I would use this
0:34option over here.
0:36And if this is only meant to be a communication site, then I would use that
0:40option.
0:41Now let's go ahead and use the team site as this would allow us to collaborate
0:44and share resources with the rest of our team members.
0:47Now there are quite a number of templates that are provided over here and you
0:50can select any of these templates and they're after be able to tune or
0:54customize the templates based on the site.
0:55So let's say we selected the first option over here and once we have that
0:59option, we can go ahead and say we're going to use the template.
1:03And here we simply have to give it a name, so let's say it's going to be ABC.
1:07Notice that it generates a site link over here.
1:09This is key in allowing us to integrate or access data that is contained within
1:13this site once the site has been completed.
1:16But the most important part that I simply want to showcase is that you can
1:19choose how people are going to be able to interact with the data within this
1:22particular site.
1:24And we have the privacy settings here that allows us to set this site as a
1:27public site or a private site.
1:30And once we have done so, you later on can even add the virus members,
1:34especially if this was meant to be a private site, you can go ahead and add the
1:37virus members who should participate in this particular site to allow them to
1:42access the virus resources that we may simply want them to have access to.
1:45And once we have that in place, I'll just go ahead and cancel that and I'll go
1:50back to my data site.
1:52If I open it over here, you realize that we have access to quite a number of
1:55resources from documents or maybe other sites that we may simply have listed in
1:59that section over here.
2:01We also have access to paid details and analytics, which actually give us
2:05access into how frequently these pages being used, etc.
2:09But our aim is to go ahead and create a list. So what we have to do in this
2:16case is to go and click on the new button over there and then click on list.
2:16This would allow us to work with the different types of options that are
2:19provided when it comes to creating a list.
2:21We can create one from a blank slate. We can work with an existing list that
2:24may simply want to manipulate and have a recreation of that list in a different
2:29site, for example, or we could actually have an Excel sheet like not cast,
2:34which we want to bring in, and then we can just go ahead and upload it.
2:37So go ahead and just select this option over here. And this would allow us to
2:40click on upload file. And with that in place, you can go ahead and locate the
2:44file that we're dealing with and click on open.
2:46So once the file comes into this area, we have options that allow us to preview
2:50that particular file and when we click on next, we're able to rename it or even
2:54add a description to it.
2:56And because I had one already created, you notice that we already have a clash
2:59of those names over there.
3:01So go ahead and rename these to financial sample two. And once that is done, I
3:05'll click on create, and this must now be brought within our working environment
3:10.
3:11All right. So financial sample file has now been brought into our SharePoint
3:14environment. And there we've got our data site and when you go over there, we
3:19can see there is financial sample to.
3:22And what we want to be able to do in this case is to make use of this data
3:26within Power BI. And the very first thing that we need to do is to ensure that
3:30we have that URL to our site over here.
3:33We can just copy it from there. And once we have that in place, we can go and
3:36open Power BI. And from Power BI, we have options in which you can bring in
3:41data and create reports and make visualizations as we may desire.
3:45So over here, all we have to do is to go and click on get data from other
3:49sources. The reason why we have to go to this option is simply because we
3:52cannot see SharePoint over there. So let's click get data from other sources.
3:56And with that in place, we should be able to go and select online services.
4:00That is the quickest way to gain access to SharePoint online site.
4:04So you can simply go ahead and click on all and scroll all the way down in case
4:07you're looking for an option that is not listed over there. So let's go ahead
4:10and select SharePoint online list, click on connect.
4:14And once that has been done, go ahead and paste our URL in that location, click
4:19OK. And we should be able to access to that location.
4:23And for us to do so, we have to go ahead and authenticate or sign in if we had
4:27not. So click on connect over here. And all right, that requires me to sign in.
4:32So go and authenticate using my Microsoft 365 credentials.
4:35So here we have sign in. And by clicking on it, we should have access to our
4:39resources. So there we have access to financial sample two. Just go ahead and
4:44select it. And then we can load that data with your environment.
4:48And this is how we can go about accessing data from different resources within
4:51our environment to simply ensure that the virus uses that we have within that
4:55particular organization can have access to the information that they need in
4:59order for them to complete their tasks.
5:01And once this has loaded over here, you'll be able to see the file on the data.
5:05There we go. And then we can go and select the virus fields and begin creating
5:09virus visuals.
5:10So that's it for now, my friend. I hope this has been informative for you. And
5:14I'd like to thank you for viewing.
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