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Power BI Blog

  • Announcing Power Query support for Salesforce.com

    Today, at the Salesforce Dreamforce conference in San Francisco, we announced the preview of a new Salesforce connector for Microsoft Power Query for Excel. With this integration customers can now connect and work with data from their Salesforce accounts in Excel to build reports, visualize information and discover new insights. You can download this connector now (32-bit, 64-bit). Please be aware that for this preview to work you need to install the latest Power Query update.

    You can watch the following video or continue reading this blog post for more details about this connector preview

    After installing the latest version of Power Query and the Salesforce extension, users see two new sources in the From Other Sources ribbon menu. Like other data sources, Power Query connects on behalf of the user and only has access to the user’s data. The Salesforce API is used in a read-only manner, letting users access the data without making changes. The connection uses the Salesforce OAuth flow, and the user provides their Salesforce permissions to Power Query in order to connect.

     

    Salesforce Objects connects directly to the underlying object tables. Selecting Salesforce Objects displays a full list of all objects to which the user has access. Users can choose one or more tables and import them into the workbook.

     

    Salesforce Reports connects using the Reports API and lets users import reports built in Salesforce into Excel. This option lets users access data in a form similar to what they see in Salesforce, without having to connect to the underlying objects and rebuilding these views on top.

     

    Once in Excel, users can combine their Salesforce data with other relevant data using the wide range of connectors available in Power Query.

    Since this is a preview, the extension and feature set may change in the final released version. This extension is always tied to the latest version of Power Query, and may require users to update.

    Feedback is always appreciated, so please don’t hesitate to send us a smile/frown through the Power Query feedback options.

    #power query#Power BI#Power View#Power BI Training#Power BI for Office 365#Excel#Office 365#Getting Started#Microsoft BI#data sources#data visualization#hybrid#Salesforce

    Mon, 13 Oct 2014 21:00:00 GMT byPower BI Team10 Comments

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  • 3 Examples of Data-Driven Sales Growth

    Last week we announced a new Sales Productivity solution that combines Microsoft Dynamics CRM Online Professional with Office 365 and Power BI. Many of our customers are already using this solution and seeing incredible results, so how can you benefit from it? The common thread across these examples is data. By combining raw data with the power of insights and collaboration, you can increase your business insights, productivity, and ultimately sales growth. Here are some real-world examples: 

    • Grant Thornton LLP uses insights into client demand to increase their sales pipeline. Using these new tools, they’ve increased their opportunities by 450 percent and increased their average win value by 36 percent. “The solution enables us to be much more focused,” says Rick Stow, head of Client Relationship Management at Grant Thornton. “We can use data to make data-driven decisions and communicate to our teams using actual data. Everyone here is very smart, but the additional insights — based on a single shared version of the truth — make us all smarter.”

    • Metro Bank fine-tunes its services to continue its focus on customer experience and reach its million-customer goal. By analyzing the data generated from customers and their interactions with the company’s services (stores, online, telephony, and mobile), Metro Bank can monitor customer interactions with new services that come online, and provide visual dashboards to share this insight across the company. 

    • CSX Transportation, a premier US railway company, identifies new business opportunities. After centralizing their sales data on Microsoft Dynamics CRM, they’re able to see trends across customer information, then relay that trend information to sales teams in order to further uncover these opportunities and pursue them.

    Interested in getting your hands on the Sales Productivity solution? Check it out now. You can find the press release announcing this new solution here.

    #Customer Story#Office 365#Microsoft Dynamics CRM Online Professional

    Mon, 13 Oct 2014 16:00:00 GMT byPower BI Team0 Comment

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  • 5 minute tutorial for creating custom maps with Excel and Power Map

    This blog post was authored by James Marshall, Developer on the Excel Power Map team

    In early September, we introduced you to Custom Maps, a new feature in Power Map for Excel. Power Map is part of several analytics and visualization features, such as Power View, that comes with Excel when you get an Office 365 subscription with Office Professional Plus. You can get enhanced versions of these features as part of Power BI for Office 365, our cloud-based solution for analyzing, visualizing and sharing data insights across your company or organization.

    In this post I'll show you the basic steps for how to create a custom map with Excel Power Map. All you need is (1) an image with your custom map and (2) data that you can map in an XY coordinate system/plane. That's it! Let's get started.

    To illustrate the process from start to finish, we’ll walk through the creation of a Custom Map that visualizes train routes on the imaginary island of Lunda.

     

    1. First, you will need an image: any jpg, bmp, or png file.  In this case, we have a map of the island with various cities and paths of trains plotted. Here's is the one that we used for this example:

    2. Next, it’s assumed you have some data which relates to the image.  For this example, we have the number of passengers on the train routes at given intervals throughout the day.

    3. Power Map needs a way to plot your data on an X, Y coordinate system.  One such mapping is the pixel placement of where you want your data to appear.  In our case, we want to show the total number of passengers on the cities, so we need the pixel position of each city.  This is simple enough to do by opening Microsoft Paint, hovering over a city with the mouse, and recording its pixel position in the bottom-left hand corner of Paint into X and Y columns in Microsoft Excel.  Repeat for each city.

    4. Now that the data mapping is complete, boot Power Map and select New Scene > New Custom Map.  Select the “Geography” of the Custom Map, which will be the X and Y Coordinate System in the Layer Pane on the right.  In the Custom Map Options dialog, click the “Pixel Space” button as we’ve already created a one-to-one mapping of the data to the image.  If you’re not mapping your data by pixels, there are options to scale and offset your X and Y data in this dialog.

    5. Click Apply in the dialog and “Next” in the Layer Pane.  Now, you can use Power Map just as you would with any geographical data.  Add value and category fields, select colors, and play your tour when you’re finished!

    #Power Map#Getting Started#maps#geo location#tutorial#custom maps

    Tue, 07 Oct 2014 16:00:00 GMT byPower BI Team12 Comments

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