Nine Realms of Power BI and the Power BI Solution Advisor

The use cases for Power BI, along with its many companion technologies, are numerous.  Many organizations are exploring the use of Power BI in enterprise-scale solutions and struggling with the myriad of options and choices.  I’ve grouped these options into nine categories that I call the “Nine Realms of Power BI”.  Along with my friends at CSG Pro – Brian, Greg & Ron, we have created a Power BI-based tool that you can use as a sort-of survey to assess your business and technical requirements and then recommend a reference solution architecture in one of these categories.  The options, components and reference architectures, capabilities, limits and cost guidelines are detailed later in this presentation.  I’ll also take you on a tour of the solution advisor tool, which I have published for public Internet users.

This is a presentation I prepared for the Redmond SQL Saturday that I will also use for some future presentations.

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Let’s start by grouping requirements and solution criteria into eight categories.  In the solution advisor, you’ll choose one option from each of these. We’ll explore these categories in detail a bit later.

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Why Nine Realms?  I actually came up with nine solution architectures before the “Nine Realms” theme came to me, but I found it fitting that these concepts seems to align with the Norse mythology depicted in the Thor movies from Marvel Comics.  After doing a little reading, I found that these stories have been around for centuries and are rooted in real Viking folklore that have some real substance behind them.

In short, according to tradition, the nine realms or worlds are branches of the cosmological tree; Yggdrasil. The realms include familiar worlds depicted in the stories we know, like Asgard – the home of the gods – and Midgard – home of the humans, which is earth.

Not all the worlds in the Yggdrasil tree are necessarily “better” or “worse” than, or above or below, others but they are all different, with attributes better suited for their inhabitants.  I find this to be a relevant analogy.

Stay with me here and I’ll show you how this all relates to the various incarnations of Power BI solutions.

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Asgard is the home of the gods and is a place resembling Utopia, or a perfect world where everything is meticulously architected and all questions have answers.

Likewise, in a perfect BI solution, every base is covered and the solution achieves something approaching perfection.  Delivering such a thing is a goal of many BI solutions but achieving perfection is costly and often extends the technical scope and delivery timeline of a solution.  The stresses to achieve the utopian dream of a perfect BI solution can tread practical limits of not only time and money but also of patience and sanity; stakeholder commitment, interpersonal relationships among staff and leaders, work-life balance and the overall health of team business culture.

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Which of the worlds is right for you and your audience?  Which one of the worlds should you try to achieve?

I promise to get serious here soon, but please indulge me with the “Thor” theme for just a moment…

Start by understanding your capabilities and stay focused on your objectives.  Keep your enemies close… in other words, understand the forces working against your success and strategically plan to overcome them.

Every distraction that deviates from of your planned solution – every new feature, every one-off promise to a stakeholder, every exception to the constrained list of in-scope deliverables – becomes your enemy.  Each of these metaphoric “friends” seems welcoming and well-intentioned until the schedule slips and the list of deliverables and challenges becomes insurmountable and unobtainable within your deadlines and technical capabilities.

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This slide is key.  Power BI has a rich heritage of technologies that go back many years and are deeply engrained into the desktop application and cloud service – but some of these technologies also has more capable services outside of the desktop product.  For example, Power BI Desktop actually uses a scaled-down instance of SQL Server Analysis Services, which implements the Vertipaq tabular in-memory analytics engine.  If you need more horsepower than the Power BI Desktop modeling component provides, you can graduate to a full-blown SSAS instance and continue to work with a very similar, but more robust, data modeling tool that will scale on-prem or to the cloud to accommodate significantly more data and richer admin controls.  Be mindful, though, that making the leap from Power BI Desktop to enterprise SQL Server tools can be a big undertaking.

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How about your audience?  Who and where are they?  How do you need to secure your solution, reports and data?

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Where will you host your reports and how will users access them?  …in the cloud using the Power BI service – or on-premises using Power BI Report Server?

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The Nine Realms of Power BI

As promised, here are the Nine Realms of Power BI.  They are roughly categorized into three or four different groups.

The top row are all solution options that utilize the Azure cloud-based Power BI service (PowerBI.com), with the cached data model and reports deployed to the cloud service, or with reports in the cloud and data remaining on-prem.

The second row of options are exclusively on-premises with no reliance on cloud services or cloud storage.

The seventh item, “Azure SSAS – Deployed to Service”, is entirely cloud-based and requires no on-prem infrastructure at all.

The remaining two items are special use cases where reports and dashboards are embedded into and managed by a custom application; or data is fed in real time to live visuals.

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Solutions are cloud/on-prem hybrid, entirely on-prem, entirely cloud-based or specialized solutions such as embedded or live-streaming.

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Now back to the solution requirement categories.  Here they are in detail.  Consider this like a survey.  The solution advisor asks the questions on the right for each of the categories:

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Power BI Solution Advisor

You can access the Power BI Solution Advisor by clicking the slide image.

With a little help form my friends, we have built this tool – using Power BI of course – to assess the solution requirement criteria and recommend relevant solution architectures.

Let’s take a quick look at the tool and then we will explore it in detail a little later.  The recommended architectures are details in the slides that follow.  (3-18 update: Video Tour of the Power BI Solution Advisor)

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1. Cached Data Model, Deployed to Service

For secure report sharing, Power BI Pro licenses are required for all users without Premium capacity licensing.

Premium capacity licensing covers unlimited read-only users. Pro licenses are required for publishing & sharing.

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2. SSAS Direct Connect, Deployed to Service

In many respects, this is the most versatile mode for using the Power BI platform with high volume data managed on premises. The latest version of Power BI Desktop may be used with new and preview features. With reports published to the service, key features like dashboards, natural language Q&A, mobile access, alerts and subscriptions are supported. Connecting to SSAS through the gateway enables you to manage full-scale semantic models in tabular and multidimensional, using partitions for incremental data refresh. Compared to DirectQuery, this option has better performance and unlimited DAX calculation features.

In simple terms, data is read from the on-prem data model in real-time as users interact with reports; but the service is even smarter than that.  To optimize performance and reduce unnecessary network traffic, query results get cached and refused for short periods.

Caching policy: https://docs.microsoft.com/en-us/power-bi/service-q-and-a-direct-query#what-data-is-cached-and-how-is-privacy-protected

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3. DirectQuery, Deployed to Service

The goal of DirectQuery is to enable as much capability as possible without caching data in a persistent data model. Rather then performing calculations on in-memory tables in a Vertipaq model, report interactions are translated into native queries for the data source to process and return aggregated results. To that end, report query performance will lag and complex calculations are limited. DAX functions that consume high data volume are impacted the most (e.g. SUMMARIZE, CALCULATETABLE, YTD, PARALLELPERIOD, RANKX, etc.)

There will always be performance and functionality limits with this feature but it will likely continue to see investments to improve performance as much as feasibly possible.

DirectQuery is typically chosen when: 1) a Microsoft customer have not fully embraced cached model or SSAS modeling concepts, or 2) when a relational data warehouse/mart is performance-tuned to address specific query & report scenarios within acceptable limits.

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4. Cached Data Model, Deployed On-Premises

Reports are deployed to an on-premises instance SQL Server Reporting Services called “Power BI Report Server”.

SSRS catalog database requires SQL Server 2008+

Power BI Report Server licensing requirements: SQL Server Enterprise edition with Software Assurance, or Power BI Premium capacity.
Due to slower product release cycles, PBIRS features & capabilities lag behind Power BI Desktop/service by 1-4 months (PBIRS updates are about every quarter.)

User could have two version of Power BI Desktop installed (older version for PBIRS & latest version). Be cautious with version control.

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5. SSAS Direct Connect, Deployed On-Premises

This option provides for a fully-scaled out enterprise solution with no dependencies on cloud services.

No model data size limit.

Role-based, row-level security (RLS) is supported in SSAS.

Enterprise scaled architecture (PBIRS & SSAS on separate machines) will require constrained delegation/Kerberos configuration unless static credentials are stored.

Scale-out architecture is supported on each tier by load-balancing multiple SSAS machines and/or load-balancing multiple PBIRS machines.

PBIRS doesn’t support Power BI service features like dashboards, natural language Q&A, alerts, mobile app access & R visuals.

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6. DirectQuery, Deployed On-Premises

This option also provides for a fully-scaled out enterprise solution with no dependencies on cloud services.

No data source size limit.

Performance degradation and DAX calculation limits apply (same as DirectQuery in the serveice).

Scale-out architecture is supported by load-balancing multiple PBIRS machines.

PBIRS doesn’t support Power BI service features like dashboards, natural language Q&A, alerts, mobile app access & R visuals.

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7. Azure SSAS Direct Connect, Deployed to Service

In most respects, this option is identical to using SSAS on-premises except no gateway is required to connect to Azure SSAS.

No on-premises hardware investment is required for this option since everything is hosted in the Azure cloud.

No SSAS product licensing costs. ASSAS costs are billed for hourly usage depending on capacity & service tier (developer: $ .13, production: $ .43 to $ 20.76 per hour)

Requires Azure Active Directory which can be federated to on-premises domain.

ASSAS is tabular only, same or slightly newer build as latest boxed product (2017/1400) & support older compatibility modes.

Capabilities & features are the same as using SSAS on-prem.

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8. Embedded Service & Embedded Solutions

Power BI Embedded now supports all features of a solution deployed to the Power BI service.

Managed through Azure services in the Azure portal.

Capacity & usage-based costs range from $1 to $32 per hour.

Service may be paused & managed through the API.

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This diagram depicts the components and interactions of an embedded solution.

Detailed information:

Power BI .NET SDK (server-side code): https://github.com/Microsoft/PowerBI-CSharp

Power BI JavaScript SDK (client-side code): https://github.com/Microsoft/PowerBI-JavaScript

Power BI REST API: https://msdn.microsoft.com/library/dn877544.aspx

https://docs.microsoft.com/en-us/power-bi/developer/embedding

https://azure.microsoft.com/en-us/pricing/details/power-bi-embedded/

https://docs.microsoft.com/en-us/power-bi/developer/embed-sample-for-customers

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9. Live Streaming Solutions

Streaming is a capability for developing custom solutions on top of the Power BI service.

The feature set is light and simple.

No separate licensing is required.

Streaming types & capabilities:

•Pushed dataset: Supports standard report visuals if “Historic data analysis” is switched on; caches data in a dynamically-created Azure SQL database.

•Streaming dataset: Does not store data… only dashboard tiles are supported. Push from REST API or as endpoint from streaming service, like Azure Stream Analytics.

•PubNub: Streaming dataset tailored to consume standard PubNub channels.

https://docs.microsoft.com/en-us/power-bi/service-real-time-streaming

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Now for a deeper-dive look at the Power BI Solution Advisor…

This project is a work-in-progress that can used to provide direction and to explore solution options.

It is not perfect or comprehensive but can help recommend solution architectures based on chosen requirements and solution criteria.

The second page uses bookmarks to navigate through the requirement category slicers and display candidate solution architectures.

Right-click a solution architecture “tile” to drill-through to components and help links.

On the final page:

The relative complexity of the chosen solution is estimated, based on selected components.

Select any combination of components to see related help topics and links to articles & resources.

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Again, I need to credit my friends at CSG Pro in the Portland area, for teaming up to build this tool.  It was an entry in a recent Power BI Hackathon.  CSG Pro hosts our monthly Power BI User Group meetings on the 4th Wednesday evening of the month in Beaverton, OR.

You can learn more about their consulting and development services at CGSPro.com

If you would like to download a copy of the presentation slide desk, it’s here: https://sqlserverbiblog.files.wordpress.com/2018/02/nine-realms-of-power-bi.pdf.  Feel free to use it as long as you keep all content intact including my contact information and copyright info.  As always, your comments and questions are welcome.

Power BI Global Hackathon Contest Results

The results of last month’s Power BI Global Hackathon are in! The Hackathon was facilitated by our our PUG here in Portland with the goal of welcoming global contenders in subsequent contest. Five teams entered the contest using publically-available data to visualize and tell data stories using our favorite data analysis platform.  Congratulations to Xinyu Zheng and Ron Barrett for winning the challenge with their entry, analyzing Yelp restaurant star ratings.  These were all great entries and you can view the contest results in the Power BI report below.

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Here are the published projects that were entered in the Hackathon:

Xinyu and Ron analyzed ratings from nearly 1200 restaurant Pittsburgh, Phoenix and Las Vegas.  Results compare ratings and reviews by restaurant and food categories, sentiment and key phrases in the review comments

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I loved the creativity of this solution from Jeremy Black and Kirill Perian who analyzed alcohol sales statistics using infographics and bookmarks to switch out visuals on the same page.  The presentation concludes on the last page of the report with an auto-advancing variation of “100 Bottles of Beer on The Wall”.  Nice touch.

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I’m admittedly a bit biased because this was my design, with a lot of help from Brian, Ron and Greg.  We used a series of tables to prompt a user for Power BI solution business requirements and recommend fitting solution architectures and components.  We pushed some practical and technical limits in our project and I’ll write a separate post about it.

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This entry from Ron Ellis Gaut is a nice, clean orchestration of county health data, measuring health and comparing personal well-being and program efficacy.

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The entry from Daniel Claborne emphasizes machine learning predictions performed with R Script, commonly used in data science.  He actually includes the annotated code and explains the technique and the approach using training and prediction data sets.

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The Portland Power BI User Group was one of the first and continues to be one of the most active in the international community.  We meet on the 4th Wednesday evening every month in Beaverton, Oregon. Today there are many active PUGs all over the world.

 

Managing Multiple Power BI Desktop Application Versions

Question:  How many different versions of Power BI Desktop might you have installed at one time?

Answer: Three (or more)

What happens when you have different versions installed, and how can you make sure that you use the right version for a given Power BI report file?

An issue came up this week when I tried to open a Power BI Desktop file (.PBIX) from File Explorer and Power BI Desktop told me I was headed down a dark and difficult path. Well, not exactly, but it displayed the following message:

Unable to open document

The queries were authored with a newer version of Power BI Desktop and might not work with your version.

Please install the latest version to avoid errors when refreshing.

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When I clicked the Close button, rather than leaving me to correct with what seemed to be a complicated and potentially damaging situation, Power BI Desktop starts up and continues to tell me about the perils that lie ahead, in this message:

Report layout differences might exist

This Power BI report file may have some features that aren’t available in Power BI Desktop until the next release.

If you need to see the latest version you worked with on the web (app.powerbi.com), please view the report there. We’re sorry for any inconvenience.

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As an unsuspecting user, I might be confused but at least I can rest assured that the application developers at Microsoft who write these warning messages are thoughtful and apologetic.

What’s going on?

In addition to the reports I author and deploy to the Power BI cloud service, I also create reports for my on-premises Power BI Report Server.  Report Server requires an older version of Power BI Desktop which can be installed from the menu on the report server.  This older version of desktop (October 2017 in my case) is sandboxed by Windows so it doesn’t get upgraded by the latest Power BI Desktop installer when I update it from the PowerBI.com.  In Control Panel, you can see both installations:

SNAGHTML9735e46

The problem I experienced was a result of installing the older desktop version for PBRS after the newest version.  The file extensions (PBIX and PBIT) are already associated with whatever version of desktop is installed and registered with Windows.  The remedy is quite simple… just reinstall the latest version of Power BI Desktop and perform a Repair if you already have that version installed.

This next part is more informational than problematic but it actually is possible to have additional “versions” or packages of Power BI Desktop installed.  If you install Power BI Desktop from the Windows 10 Microsoft Store, you get a sandboxed installation that runs in a restricted “safe” security context.  This is a good option for users in a restricted corporate network environment who don’t have local admin access to their computer/  In most cases, they can install the application this way.  As you can see, I actually have three separate Power BI Desktop installations.

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These are all 64 bit builds of the desktop applications so I could even install 32 bit builds of Power BI Desktop as well.  I would only do that for compatibility with an old 32 bit database driver or if I were running on an old 32 bit Windows machine, which is not an ideal scenario.  Keep in mind that 32 bit applications can only use a limited amount of RAM (about 3.7 GB minus some system overhead).

Redmond, Washington SQL Saturday & Precons: Feb 9th & 10th on Microsoft Campus

SQL Saturday events occur in cities all over.  These events give technology professionals and students the opportunity to learn about database technologies, business intelligence, and new and emerging data trends to improve skills and master data.  I have been privileged to attend and speak and several SQL Saturdays around the world but the SQL Saturday in Redmond, Washington is special because it is close to home for Microsoft and people in the greater Seattle area.  SQL Saturday is always a free, sponsor-supported event with 60 to 90 minute, conference-length sessions presented by several noted industry professionals, authors and trainers.  Many of these sessions are selections of the same great learning content you would get from the same presenters at a large industry conference which might cost thousands of dollars to attend.  One of the great perks of being in Microsoft’s backyard is that several sessions are delivered by Microsoft product team leaders, with insider tips and timely information available from the people who develop SQL Server, Azure Services, Power BI and the rest of these great products.

In addition to the shorter sessions on Saturday, all-day preconference sessions on Friday give attendees the option for deeper, focused learning for a small fee to cover travel, facility and material costs.  This year, on Friday, Feb 9th; four preconference sessions are offered by traveling presenters.  Join Arnie Rowland, Ben Miller, Vern Rabe or myself for a full-day deep-dive into one of these compelling topics.  The following is from a recent announcement to the Pacific Northwest SQL User Group Members:

SQL Saturday Redmond – Feb 10, 2018

Just a reminder that SQLSaturday#696 will take place on Saturday, February 10, 2018 at Building 92, 15010 NE 35th St, Redmond, Washington, United States, 98052. SQLSaturday#696 is a free one day training event for SQL Server professionals and those interested in SQL Server. Please register for SQL Saturday Redmond 2018 at Registration.

Four All-day Preconferences – Friday, Feb 9, 2018

Also this year, we are offering Pre-Cons on Friday February 9, 2018, the day before SQLSaturday, in the same building (92): 8:00 AM to 4:30 PM. Each PreCon is well worth the modest fee. Register for a SQL Saturday Redmond PreCon by accessing its Eventbrite link below:

Building a Business Intelligence Solution with Power BI – Paul Turley https://www.eventbrite.com/e/power-bi-hands-on-workshop-tickets-41327327148

T-SQL for Performance and Accuracy – Vern Rabe https://www.eventbrite.com/e/t-sql-for-performance-and-accuracy-tickets-41172854115?aff=es2

Quelling Your Queasies: Mastering Technical Presentations – Arnie Rowland https://redmondprecon2017.eventbrite.com/

PowerShell Modules for the DBA – Ben Miller https://www.eventbrite.com/e/powershell-modules-for-the-dba-tickets-41368075026

See you there!

Please plan to join us in Redmond, on the Microsoft Campus – for the preconference on Friday, February 9th – and for SQL Saturday on February 10th, 2018.

Keeping Up with Power BI – A Never Ending Story

This first week of the new year has been a lot of housecleaning for me (literally and figuratively…  my office desk and cabinet will be clean by the end of the day!).  Three years into teaching classes and workshops on being productive with Power BI, it continues to be a product requiring a lot of work to stay current.  New features are introduced in every Power BI Desktop monthly update; not to mention updates to the cloud service and on-prem server.  You would have to be a child of the 80s to get the Never Ending Story reference.  Otherwise, it’s just a really bad flying dog – and pop song, which are both hard to explain, so we won’t.  The point is that it’s an ongoing effort to keep skills, courseware and presentation material up-to-date.

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If you’re like me, sometimes all these updates can be a bit of a distraction (we’re talking about Power BI again – not the dog, movie or song… case in point).  I’m excited by the continual innovations and improvements to Power BI.  However, the foundational rules of good design don’t really change that much.  Effective data curation, correct modeling and good core visualization design are as critical as ever.  The trick is to know which new features may be used to improve foundational design and which ones you can leave as icing on the cake for minor enhancements.  Updating courseware and workshop labs seems to be a never ending task and I’m hard at work revising older material and adding new content to prepare for new events this year.  An important topic I will continue to revisit this year is how Power BI is used along with other Microsoft tools to create different types of solutions.  I’m working on a new presentation to describe all of the incarnations of Power BI, used to deliver everything from self-service desktop reports – all the way up to enterprise-scale solutions for corporate users with governed and secured data – and most everything in-between.

The first workshop of the new year will be a one day preconference before the Redmond SQL Saturday, on Microsoft campus Friday, February 9.  You can sign-up for this event here.  I’m working on a few others in the following months and will update this and other blog posts when they are scheduled.  I hope to see you there.  You are welcome to send me questions or suggestions about specific topics of focus.  Just add a comment to this post, or reach me through Twitter or LinkedIn.

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