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Power BI Blog

  • Scheduled Data Refresh Update: New Data Sources

    In this Post

    Download the Data Management Gateway

    Extended data source support

    Step-by-step Power Query connection configuration

    Additional information

     

    We are excited to announce new data sources for the scheduled data refresh feature of Power BI. To support these enhancements, a new version of Data Management Gateway is available. Installation package (version 1.2) can be downloaded from Microsoft Download Center.

     

     

    Extended data source support

    Supported data source types from Power Query connection string in the Data Management Gateway version 1.2:

    Gateway version

    Newly supported data source

    Authentication type

    1.2

     

    SQL Server

    Windows, Basic

    Oracle

    Windows, Basic

    File (CSV, XML, Text, Excel, Access)

    Windows

    Folder

    Windows

    SharePoint List (Online)

    Anonymous

    SharePoint List (On-prem)

    Anonymous, Windows

    OData Feed

    Anonymous, Windows, Basic, Key (Data Market)

    Azure Marketplace

    Key (Data Market)

    Azure HDInsight

    Key (Azure Account)

    Azure Blob Storage

    Key (Azure Account)

    Azure Table Storage

    Key (Azure Account)

    PostgreSQL

    Basic

    Teradata

    Windows, Basic

    Sybase

    Windows, Basic

    DB2

    Windows, Basic

    MySQL

    Windows, Basic

    SQL Azure

    Basic

    Query that is not accessing data sources

     

    [1]: Native queries (custom SQL statements) for relational databases are not supported yet.

    [2]:.It is best to place file and folder data sources on shared folders, so that the accessibility of the data sources is more reliable. However, if the data sources are available on every machine with the gateway instance installed, the Power Query connection is still able to get refreshed successfully.

    [4]: Web API key and OAuth2 are not supported yet.

    Step-by-step Power Query connection configuration

    Here is a step by step guide showing the UI improvements for Power Query connection configuration introduced since our May update

    1. In the data source page, click new data source > Power Query

     

    In addition to SQL Server, Oracle and a Power Query connection, the July update to Power BI Admin Center also supports SharePoint Online Document Library for data indexing. Please refer to related online documentation for more information.

    2. In the connection info page, enter a valid Power Query connection string, and click next.


    We’ve added more information on this page to help you determine the information needed for a valid Power Query connection string, as well as a complete matrix of supported data sources.
    Please note that currently we only support Power Query connection strings from the DATA tab in the Excel workbook, please refer to online document for details. Direct copying Power Query connection string from Power Pivot is not supported. A valid Power Query connection string should contain:

      • Provider=Microsoft.Mashup.OleDb.1;
      • Data Source=$EmbeddedMashup(SomeGUID)$;
      • Location=SomePowerQueryName;

    3. All data sources in the Power Query connection will be shown in the data source info page.


    To improve the user experience, we’ve added a DETAIL column to demonstrate the information of the data source, and the Details in the right pane is expanded by default.

    4. In order to configure a non-configured data source, specify Name and Description (optional) for the data source and select a Gateway. Then click the set credentials button to launch the data source settings dialog.
    The layout of the data source settings dialog depends on the Credential type for the data source. For example, you can specify Database or Windows authentication for Teradata, and Account key for Azure HDInsight.


     
    You can specify other data source settings in the dialog including privacy level and encrypt connection for relational databases.
    You must test connection before clicking ok to save your credentials. And don’t forget to click save in the Admin Center to commit your modifications to the data source . The data source status will be changed to configured.



    Please note you will need the latest version (v1.2) of Data Management Gateway for data sources other than SQL Server and Oracle. And all data source in the Power Query connection still need to be on the same gateway. However, you can add more instances to one gateway to solve any scalability issues, which is also a new feature in this July update.

    5. When all data sources within the Power Query connection are appropriately configured, you should test Power Query connection before clicking next to make sure the Power Query connection works.

     

    6. In the users and groups page, specify users and groups that are allowed to access these data sources to refresh Power Query connections. If a data source already exists, the specified users and groups will be appended to the existing users and groups list of the data source.

     

    Now you can successfully refresh your Excel workbook with a data model using the Power Query connection on the Power BI site!

    Additional information

     

    • Please refer to data source prerequisites for required providers to access the corresponding data sources. Please note that #literals, Web, SAP BusinessObjects, Active Directory, HDFS, Facebook, Exchange and Current Excel workbook are not yet supported sources.
    • Power Query connection string from Power Pivot is still not supported. You can only get a valid Power Query connection string from a data table.
    • All data sources in the Power Query connection must still be hosted on the same gateway. You may consider adding more instances to the gateway to solve any scalability problems.
    • Data source details are now displayed in the DETAIL column to improve visibility when configuring a Power Query connection.
    • Since privacy levelis a part of data source settings for Power Query connections, it is required to specify a value for privacy level and to confirm the credential before trying to update privacy level.
      • Privacy level for existing SQL Server and Oracle data sources will by default be assigned as organizational. You can update the privacy level afterwards.
      • Privacy level for anonymous data sources is fixed to be public.
      • For data sources not used in Power Query connections, the value of this setting will not take effect and it is safe to choose an arbitrary value.

     

    #data refresh#Power BI app#data sources#schedule data refresh#data management gateway

    Tue, 19 Aug 2014 16:00:00 GMT byPower BI Team3 Comments

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  • Power BI is changing the way health services are provided

    This blog post was authored by Tom Lawry, Director Worldwide Health, Microsoft

    With healthcare representing one of the fastest growing business segments for Business Intelligence, Power BI is finding its way in to healthcare organizations worldwide where it’s being used to improve quality, performance and productivity.

    Here are four examples from around the world:

    United States: A provider/payor organization in the Midwest wanted to evaluate how to better serve populations of patients with chronic health conditions. Utilizing Power Query they combined internal data from their Electronic Medical Record system with external data from credible open data sources. Once completed they made use of Power Map to visualize the data and explore trends and patterns in their service area that might help them identify new ways of serving patients and consumers.

    Anonymized view of the data used to explore population health patterns.

    Norway: Helse Vest is a Norwegian health authority that operates 50 healthcare facilities. To meet requirements for a government patient safety program, the Authority needed to find a way to more quickly create analytical reports based on surgery trends and other medical data. Helse Vest implemented Power BI for Office 365, that employees now use to gather and visualized combined data from multiple hospitals. With Power BI the staff reduced the time to build reports from 14 days to less than 1 day, and Helse Vest can quickly comply with government requirements.

    The Intervention Centre is the research and development unit at Oslo University Hospital charged with identifying clinical best practices and applying new technologies to healthcare management.

    In one use case Radiology data was collected from department systems by Power Query and loaded into a cloud-based database hosted on a Power BI website which could be accessed and used as a collaboration site for sharing queries among researchers. Queries, in turn, could be made in the form of natural-language searches, eliminating the need for programming skills.

    Hospital executives and researchers at the Intervention Centre say that they can use Power BI to speed analyses to deliver actionable information, collaborate better with researchers beyond the enterprise and avoid the capital and operating costs of a traditional BI solution.

    United Kingdom: The North Tees and Hartlepool National Health Services Foundation Trust provides hospital and community based services to a population of about 400,000.

    The Foundation Trust initially made use of Power BI to evaluate the cost and efficacy of the use of drugs in the treatment process. One use case of Power BI was used to correlate weather data with the institution’s own data to identify the impact of inclement weather on the frequency of respiratory data to understand which drugs were being prescribed and how prescription patterns varied by locality. Use of this data is now being expended by collaborating with other hospitals to compare data through Power BI with a goal of identifying best practices in prescribing drugs.

     

    Tom Lawry

    Director Worldwide Health

    Microsoft

    #Power BI#Excel#hospital#healthcare#clinic#health#public data

    Thu, 14 Aug 2014 16:00:00 GMT byPower BI Team3 Comments

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