What you'll learn
- Analyze Microsoft Teams activity data in Power BI, including meeting attendance and active owners, members, and guests
- Set a data alert in Power BI that sends a notification when a tracked figure reaches a defined threshold
- Create a Power BI Embedded instance in Azure, choosing a subscription that supports Power BI and the correct resource group and region
- Pause, move, or delete a Power BI Embedded resource in the Azure portal to prevent unwanted billing
- Connect Power BI Desktop to an Azure SQL Server database using the same account that has access to the data
- Import documents and Excel files from SharePoint Online into Power BI Desktop after authenticating with Microsoft 365 credentials
Free 44-minute video lesson with a full transcript and knowledge checks. No account needed to watch.
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.
Select all that apply.
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 Power Applications, be it Power BI or Power Applications, we often find ourselves having to deal with tons of data in different locations . Sometimes we'd actually be working on an application and we have to pull data from SharePoint online or maybe want to go ahead and work with something that requires us to make use of data within Teams or maybe within SQL Server, which could be on-prem or maybe it's within Azure. It's very important for us to understand and know how we can never get to all these places and have that data brought in and integrated into the various applications or resources that we are building.
0:37So in this particular scale, we're going to look at the following. We'll look at how we can access data from Microsoft Teams or making use of Teams data. And then we'll proceed to look at how we can make use of Power BI embedded. All right. And from there, we'll then look at how we can access data from SQL and be able to integrate the various resources that actually exist in there. And we'll finally close by looking at how we can access data from SharePoint. So 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 to be able to make it easier for the virus users we have in the environment to integrate the different insights that we'd like to see in different applications across the Microsoft 365 fabric by using Power BI. So over here we're going to go and click on the menu and from the menu, go ahead and select Teams. Now Teams is widely used across many organizations when it comes to collaboration. It is more like the center of collaboration. Quite to right, users would prefer different ways of communicating and sharing different resources but in comes to Teams you can share lists, you can go about doing your meetings and virus other messaging which are actually regarded as an informer sometimes just to make sure that everything continues to work.
0:43So it does function as a form of platform as well as for informal communication within an organization. So let's see we were trying to integrate our virus insights within Teams using Microsoft Power BI. Of course we'd simply use Teams by coming to apps over here . Now if you were in chats or anywhere else all you have to do is to locate the app section. So from the apps, just go ahead and type Power BI over there. So we just go ahead and type Power BI and there it pops up. So once we have typed Power BI we actually could have quite a number of categories depending on what exactly we do within our organization but what we are looking for specifically is the Power BI add-on. Not necessarily the Power BI collaborations now but we simply want to go ahead and select that. Just want to add it within our organization. There is a few information that you find over here, reviews permissions and so on and so forth but what we simply want to do is to go ahead and click on add. Notice at the moment we do so right from the home tab we have options such as creating a new report and we have a few recommendations here such as Teams activity analytics. Now Teams analytics is great to give us insight into the virus activities that are happening within our environment as far as the usage of these application is concerned. We could look into analytics regarding meeting attendances, regarding various call
1:59attendances and other types of information that could help us understand how virus users are participating in different organizational projects that are going on within a particular timeframe. Now over here you see that Microsoft is suggesting that we could go and use the premium P user option over here. Now these does come with a lot of features compared to the standard version. Of course this would also require us to pay for these advanced features but you also have the ability to go and try that for free for a limited period of time. Now we could also go and create our own report from here or we could continue browsing and try to figure out what exactly would like to work with when it comes to Teams with Power BI. Now let's go back and look at the first option that says analyze your Teams usage.
2:43This would give us insight into how we're using this particular product. So over here we can see the virus meeting participated in zero meetings organized one-on-one calls etc. And if we had many meetings that we've attended we'd actually be able to have insight into all this. So we can see over here that there isn't any information that has been captured for the last seven days, last 31 days, etc. There hasn't been any information but we can also adjust this to see whether there has been anything in the last 90 days. And if there isn't anything we'll go ahead and try to generate some activities. So let's go and click on the ellipsis over here and from there we 'll go and locate calendar. Now this is the area that allows us to have access to all other applications we've got within our environment. So we're simply looking for the calendar option we'll open that and that allows us to set up a meeting. So let's go ahead and set up a new meeting and we're just going to go ahead and name it as the poor BI meeting. So this is just for us to be able to generate something.
3:39So not add any information to this. We invite other tenants who could set this to be repeating meeting and add more information and channels etc. But we simply want to go ahead and save this and be able to attend this meeting and see whether poor BI is going to generate this activity and be able to give insight into how we are attending virus meetings and other activities within our organization. So let's go ahead and select the meeting. We'll just go ahead and join it. Okay, join now. Okay, so once we're in the meeting area there is nothing additional that we've got to do that would actually prompt probably I to begin taking note of the virus activities that are happening over here. And if we happen to leave the meeting we can actually go ahead and leave this and that must be recorded somehow. But what I'm going to do in the background is I'm going to generate multiple meetings and be able to see whether we'll be able to capture more information regarding activities in teams. So even after multiple attempts of initiating meetings within teams I've not been successful in instantly bringing in data in this area. I bet it takes some time before we can actually begin to see something. But this is a critical information or area where we have information regarding the meetings that we have attended, the one-on-one calls etc. However, there is actually more information that has begun to populate in line with Microsoft Teams.
4:52And if you move to team activity we'll be able to get insight regarding the virus activities and users who are currently making use of this product. For instance over here we have utilities and we have the team name and we can see active user it says one. Implying the user account I'm currently using to sign in and carry out multiple tasks within Microsoft Teams. Active channel it's still saying one certainly pointing the only channel that I have within this particular tenant. And we can see more information regarding days of activities in the past 85 days in the past 90 days there hasn't been any communication. And this is simply because this is a new tenant and the user is a free user. So we really can't be able to begin getting insight just on the go.
5:34However, if you got a tenant that has been active for quite some time and you've been making use of teams etc. you'd be able to gain all that insight in here. Now let's say we have an organization that really tracks this information and wants to have insight into what is happening. Maybe we are also having multiple sister company attendees to the virus meetings that we have and we simply want to have insight into what is happening on a broader spectrum. We can move to team activity details and look over here. It shows information regarding active users from past years going on and on and on. And we can see that in graphical format making it easy for us to understand what is happening.
6:11And we can see the owners. We can also see members. We can also see guests in this particular area. In addition to that we can opt to have this information downloaded and served elsewhere. Or we can export it to different other sources that we have or share it with other users that we have in our environment. We can even decide to share this using a specific email address. Maybe we've got a user within our environment who really needs to have insight into what is happening in terms of attending of meetings and participation into the different activities within our organization. From there we can also chat in teams meaning we are able to move these into the virus channels that we have. For example, a general channel over there we can add these and share these insights with that particular channel within our environment. We also have options to drill further into this data and have an understanding of what exactly is happening or even gain insights or even set alerts of the virus activities that are going on. For instance we could use these filters over here to trigger a message in the event that a particular date or figure is mentioned then we can actually get a notification from a message. So if we were to tag maybe let's say the figure is going to be equal to or ease and here we could say maybe 200,000.
7:24That would simply help us to get a notification in the event that there is a mention of such a figure within the virus channels that we have. And we could go ahead and begin using different filters over here and also be able to create messages that would then be able to generate alerts in the event of such a scenario with an environment. And if the visuals that have been used are not pleasing or even easy for us to understand we can go and edit that by clicking on the edit button. And over here we can simply click on the visuals that we have and change them to an appropriate visual that will bring more visibility to the information that we have. For instance over here we can see that this visual can actually be expanded. Let's just quickly expand it. And we can see the different periods that are indicated within this particular portrait. And this is just one of the many things that we can do when we're integrating various products that are in the micro 365 suite with Power BI.
Power BI Embedded
0:00Power BI is a great tool. Acquiring skills that enable us to manage, configure, and work with various datasets is really an invaluable skill. This isn't because of its ability to be integrated with other resources. We just saw how the integration of Teams with Power BI can give us insight into various activities within Teams channels. We can also integrate our Power BI with Microsoft Azure. When we integrate Power BI with Azure, we can have insight into our Azure SQL databases.
0:32We can have insight into the virus storage resources that we have, could be blob storages or other types of storages that we have in our environment. This would actually help us to be able to derive real-time insights into virus activities that are happening within these particular areas. Now within Azure, we can actually have insight into our Azure SQL databases like we've just mentioned. We can also look into blob storages. We can look into Cosmos DB and other resources contained within our Azure environment. Previously, we had to look at data sources that could be in Excel or maybe looking at a particular table that we have and if a few columns, et cetera.
1:10When we actually plug our Power BI into Azure, we would be able to use virus too. Looking at your SQL databases, for example, and you could pull information right from your database and be able to analyze it. For example, that you have product Y and product Y that cost you an X amount of dollars in the year 2023. And you're trying to just be able to understand and make an analysis of what product Y is likely to cost you in the year 2024. By looking at the virus charts, maybe these could be usage charts and maybe users were accessing that particular product, et cetera, you'd be able to tell whether you're going to have an increase in your budget for this particular product if there is growth in the usage of that particular product.
1:54But if there's a decline in the use of the product, then you can begin predicting to say there's going to be a decrease in the budget of that particular product. And this is where Power BI becomes very instrumental. In multiple use case scenarios, regardless of departments, industries, and other factors that could hinder other types of products or software to actually be useful. Let us go ahead and explore how we can make use of Power BI within Azure. All right, so let's head quickly into our Azure portal by tapping portal.arge.com. And from here, we just proceed and sign in.
2:26And then we can begin looking at the various factors that would like to consider in the process of integrating Azure with Power BI. Now, there are quite a lot of things that users would actually do in this particular environment. And one of those is making use of Power BI embedded. Now, what exactly is Power BI embedded? So Power BI embedded is a solution that allows us to embed or simply encapsulate different visuals for different trends and activities of different datasets that we have within the application itself. And this is achieved by simply linking our Power BI embedded within Azure and have these point to the various applications that we may have within our environment.
3:06Of course, this would require the use of APIs and different SDKs that have to be downloaded in order for you to achieve this. But let's look at what this actually solves. Now, previously, when we were working with different datasets, we could get data from application one and that data be it reports or maybe it's an Excel sheet could simply be translated and be viewed by users from different locations. And one of the areas that we saw to be very useful in this process is the use of Power BI service. Now, Power BI service is the portal or the cloud-based version of Power BI.
3:39And this allows users to be able to visualize data within form of charts or pie charts or different types of visuals and easily interpret those visuals in organizations. Now, this is easy when you're dealing with a single application, assuming that you have more than one application, let's go to application two over here. And application two also has its own data, different reports, et cetera. This simply means if we wanted to have those datasets interpreted into visuals that we can read, we also have to move that into Power BI service or perhaps for a single user, move that to our Power BI desktop.
4:12But then in the event that we want to make sure that all these applications and their data is easily interpreted, we can now rely on Power BI embedded to simply embed this information into each and every application. So instead of us making use of Power BI service, we could have charts in here and different visuals for the data that we have. And the same could also be done in here with different visuals and dashboards that interpret what is happening to the various forms of data and reports that we have in here. And that actually limits the amount of time a user now has to sign into Power BI service, look at the various charts and visuals and come back to the data and look at the report itself.
4:51This actually helps the user to now be able to focus on the data itself and also be able to look into the integrated visuals and understand the various trends and interpret them correctly. And that is where we actually find that Power BI embedded becomes a very useful tool whenever we want to integrate the various visuals into applications we have with the environment. Now back into Azure, you'd notice that there is just a lot that we can do in here. So from our home section, we can go and create a new resource from here or we can simply go ahead and set for Power BI.
5:23Now because I had already set for Power BI embedded, you realize that it's currently in this particular section where I have recently accessed resources. I could easily go and click on Power BI embedded and create an instance of Power BI embedded within an environment. But if we can go ahead and create one, let's go ahead and create resource groups. Now resource groups are a great way of organizing our resources. You can think of them as containers or silos that I use to store relatable resources. You could have a resource group for infrastructure, another resource group for software, et cetera.
5:54So just want us to go ahead and create one for Power BI. So let's select resource groups over there and go to create. And within this particular area, we just have to make sure that we have the right full subscription pointing to this resource group. So with that in place, we just go ahead and give it a name. So it's going to be PL-900. And then we have to make sure that we are associating with the right full region. Now, like I emphasized in the previous videos, you have to make sure that the region you select over here is closely aligned to the location we are operating from. We'll now go ahead and create tags for it. So let's just go and click on Create.
6:26And once we have this resource group created, we can then create our Power BI embedded and put it within PL-900, which is our resource group. So go back to Home. And from Home, we'll select Power BI embedded. And then go ahead and click on Create. And from here, we can begin the process of creating a Power BI embedded instance within our environment. Now, there are a few things you have to pay attention to once you're in this area. The very first one is the subscription. You have to make sure that the subscription you're making use of is one that supports Power BI.
6:57You'd realize over here, if I select the student starter, it says here that it is not allowed to register the resources. And it gets that this is from Power BI dedicated. So it's very important to ensure that the subscription you're making use of has that capability. Now, if you're making use of a subscription that is maybe created using your personal email address, and it's not one that is provided by an organization, you could actually run into such problems. And the second thing is that you have to ensure that you're putting this in the right for resource group. And if we had no resource group and we came to this instant, we could easily create one by clicking on this button, or could simply go and select the right for resource group if we had multiple resource groups within our environment.
7:37With that in place, we go ahead and add a resource name in this particular area. Now, there are two things you just have to be aware of when adding resource names. The first one is that you cannot start it with a number, like so. So whatever you're going to type afterwards, that resource name is going to be rejected. So if you're going to add any number, it's going to be later fast, and then you can have any number added to that. The other thing is that you cannot have upper cast letters in this particular area. So we've got to make sure that everything you're going to type is in small letters. So I'm going to go ahead and change that to Azure PBI for Power BI, and then I'll say 002 over there.
8:12Let's see if that is going to be available. All right, so that has worked. So once you have a resource name over there, you can go ahead and look at the location section. Again, you've got to pay attention to this, usually to pick up the region that aligns with your tenant. But in the event that you want to make changes with the region, you can always go ahead and select a different region over there. And then you have the resource size that determines the cause of your processes, as well as your memory. And if you are concerned about the charges, you can always change that by dropping the values lower. It is also important for you to specify the Power BI administrator as this is the account that you'd use to assign or even be able to access virus resources.
8:48With that in place, we just go ahead and click on Create, and we'll not go ahead and make any tags as of now. Once we have that in place, our Power BI embedded must actually be available within our environment. It is from here that we can now begin looking into things that should be done, such as creating virus APIs and maybe linking different applications that we have to a Power BI embedded in order for us to be able to embed the virus visuals would like to see of the data that we have with the environment to those applications that we have. And this, my friend, is how you'd set up Power BI embedded within our environment.
9:20There is actually more to this. However, it not really have to be so concerned with the infrastructure part of configuring these environments, as most organizations would actually have teams that are dedicated to setting up infrastructure, and you could focus on the data side of things. But it's always beneficial to know both sides, as you may never really know in what environment you may find yourself. And if this is something that you'll not be using instantly, you can go ahead and just post it. This post button allows you to post the service. And you can decide to move it to a different resource group or even another subscription, or entirely deleted to prevent any billing.
9:52In the next video, we'll build a SQL Server and database within Azure, and look at how we can integrate the data from 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 different datasets and create visuals that help us understand what exactly is happening with that data? Well, we've seen how we can make use of Power BI service. So Power BI service can be great for those users who would like to simply visualize data and be able to do so well on the move. And we're able to look into reports which were initially in Excel and work with those reports. We've also seen how we can work with Power BI Desktop to simply create various reports 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 access datasets that are in Azure and be able to understand what exactly is happening. And this can be achieved if we were to build, let's say, a SQL server and have a database that is also in here and have some data that could be within this particular area. Let's say that is our data over there and later on have the same information visualized from Power BI Desktop. So the only key thing that we have to look at when we're dealing with these kind 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 of admin and user account that must also be used to access that data or the one that must also be signed into when I can see that data. And then we can actually get into when accessing Power BI Desktop over here. And with that, we could actually easily be able to transport that data from this location to that location, which makes it much easier when users or organizations have a lot of datasets that are actually contained within Azure. Because in this case, we can easily have access to those datasets from various locations.
1:45Let's dive into our Azure portal and look at how we can set this up. So here we are within the Azure portal, let's go to the menu and from here we 'll go and select SQL databases. Now it's in this area that we can go ahead and create our database. So let's go ahead and select Create over there. And once we are in here, we can begin the process of creating our database. Now there is a promotion for this option here that allows us to add up to 32 gig of backups to each set trial and just apply the offer that allows us to make use of a lot of other features that are currently available freely within this area.
2:19Okay, so we have to make sure again that we have the right for subscription. And then we have to go and select the resource group that we'd like to deal with. We'd like to keep this within our PL-900 resource group. And here we have the database details. So let's give it a name. So I'm going to call it Power BI. And then we'll say this is going to be DB. All right, so that's our database over there. That name has been acknowledged. Then we have to go and look for the server. Now I currently do not have any server in here. So let's go ahead and create one.
2:49Like I said previously, if you are a data analyst, you don't really have to worry about setting these up sometimes because you'd actually find that your admin teams would have taken care of this. But it's always great for you to know that. So let's say this is going to be our server. So let's say PBI for Power BI server, let's say SVR 01. Is that going to work? Yes. So PBI, SVR for server 01 is the name of the server. Tech not of that extension over there because when you're accessing Power BI from your desktop, you would actually have to use that.
3:22However, there is another place we can copy that after you finish this configuration. Okay. And then we have the location over here or the region. I'll keep it as is. And then we have the authentication section. Now, this is where you would select your preferred method of authentication in order for you to access whatever resources you have within your database. So you have options such as using the Microsoft Entra on your authentication. And what this provides you with is that it bases its selection of authentication based on the users you have within Entra ID and use those credentials to sign in.
3:53You can also use both SQL and Microsoft Entra meeting. You have to create a SQL authentication account. And then you could actually allow users to sign in using those credentials. Or you could use your Microsoft Entra authentication as well. And then you have the use SQL authentication option only over here. Now, depending on what exactly you want within your environment, you can always select what works best for you. Now, for us, just go ahead and use Microsoft Entra on authentication. Reason being we already have those credentials. So simply have to go and select a user or select the set admin option over here .
4:25And once I've selected my admin user, go ahead and click OK. So over here, we have a brief review of what we've configured. There is information here related to the costs and everything else that might need to know. And by the way, we can always adjust these at a later stage. But once this is set up, we just go and create this. And that should allow this to be deployed. And then have us set up a SQL server, the environment, that can link to our Power BI desktop. All right. So deployment is complete. Let's go ahead and access our resource.
4:55So coming here and from this location, we can see quite a lot of information regarding this configuration. We can see the resource group where it is. We can see the status. It is currently online. We can see the region or location over there. We can also see the server name. And this is what I was pointing to earlier on to say, when you want to access this server, you would have to use the server name and then you have to use that extension over this. So just go ahead and copy that for now because we need it when we access Power BI desktop. And you can also see quite a lot of information regarding this particular configuration.
5:25Now, this is not complete up until we have the means to network to it. So we need a public IP address in order for us to achieve that. And for us to configure that, we have to go and set the server firewall. So select a firewall over there and this brings us into the networking area. So it is currently disabled. We have to go and allow that. And in this area, all we have to do is to add a public IP address to it. So we see here we have add client IP address. We just click on that and it was signed that IP address.
5:55And once we have that in place, we just click on save. So the configuration itself from this end isn't complicated. However, if you have special firewall rules that would be required for you to configure in this area or maybe set in private IP address that must be authorized, et c etera, then you have to go deeper and configure this particular area. Now with that set, let's go ahead and fair up our Power BI desktop. All right. So here we are within Power BI desktop. And we currently haven't signed in, but previously we could pull in data into this location from 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 server into this particular area over here. So step one is for us just go ahead and sign in. And once we have signed in, we should be able to go ahead and achieve that. And once we have gone ahead with that, we will not allow the organization to manage this device. We only want to sign in to this app. So with that in place, we should be able to have access to the resources that we need within our environment. So if we select import from SQL server, we now can pass that server name that we type earlier in this location over here.
6:59And once we have that in place, we'll click OK. And voila, there we have it. Use my current credentials to sign in. Yes, we'll go ahead and connect. And there we go. Access is granted. So right here we can see there is Power BI DB. We can see it over there. And if we have any resources, we currently don't have anything in the preview, but if we have any resources that we simply wanted access to, this is the area where we would now be able to pull them in and be able to access those resources for viewing of the various edits that we may simply want to do to the data.
7:29But here is the beauty of integrating Power BI with other services, such as Azure Services. So if we go back to our Azure portal and from this location over here, if we go and access our resources or go to the resource group or just over here, you can see we've got PIL just an Android and there's our Power BI database, just go ahead and select it. You'd actually be able to see that if we scroll all the way down, what do we have? Power BI. So we can actually select Power BI from here and be able to have access to various resources that we need within this particular location.
8:01And there we have our Power BI. So if we go and open that, that should actually open from our Power BI desktop. So just go ahead and close that and bring back our Power BI desktop over here. And if we had lots of data within this particular area, we could actually begin playing around with that data. We still have options such as loading this data. If we simply want to load it for us to begin creating visuals within Power BI, or we can actually transform it and going to Power Query where we can begin looking at various features that allow us to make amendments or changes this data or simply query some information.
8:32Like you'd see in this case, we have different information regarding this particular table over there, and we could look at various ID sections, column such as the name section. There are quite a lot of things that we can actually achieve in here just by us now being able to pull that data from our SQL within Azure. And the same goes for the various changes that we can make within this particular area of Power BI desktop, we'll be able to actually visualize that data and use different visuals over 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 database information over there, and we could still do the same, adding various types of information contained within our database and putting that into visuals. And that my friend becomes very helpful for an organization that desires to leverage the various capabilities of Azure with Power BI. For 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 sharing weight-based resources. And for sure, it's just no way we're going to come to the end of this skill without looking at how we can use Power BI to access resources that could be in SharePoint. Now, over here, if we want to access our SharePoint site, all we have to do from our Microsoft 365 add-in center is to go to the menu. And from here, we have Share Point. Now, depending on what your organization has delegated to you, you may not really have everything you're seeing over here, of course. But if you're using SharePoint for sharing resources within your organization, you definitely find it over there. So within this particular area, we're able to create various lists and libraries and pages, etc., depending on what exactly we want to share. So from this area, if we went to, let's say, Create site, we'll be able to create a site from there. Unless we can try to click on the Share Start page. All right, this is a better beginning place, because from here, we're able to see the various sites that already exist within an environment. Now, if we already have a site like we're seeing over here, we could simply go and access it and begin looking at what we want to create. But if we do not have, all we have to do is to go and click on Create. And this allows us to create a location where we can keep the various Excel sheets or web documents or anything else that we simply want to share the environment. Now, I'm not going to go into the details of creating one over here. Just cancel
1:17that. And I'll go ahead and click on this preexisting site over here. Just go ahead and open it. And from here, I'll go and click on New, because this allows me now to create a document library. The reason I'm creating a document library isn't because I want to bring in my financial report in here and be able to share it with other users within this environment. So you can create a list, a page, space, news, posts, etc. There's just a lot that you can do with this tool. So let's go ahead and select Document Library. And from here, we can decide if you're going to be creating a blank one, or we have a preexisting library elsewhere. We just want to maybe bring in that template and begin working on the various features, tweaking what is necessary, etc. For us, we have none. So let's go ahead and click Blank Library. And he will say this is going to be financial report. And with that in place, we'll go ahead and put a word description over there, and we'll go and click on Create. Now, that's all we need for now. And with that now, we can go ahead and create a new maybe folder, or have a web document or Excel what brought in depending on the intentions.
2:19But in this particular case, we just want to go and upload a preexisting Excel sheet, so go and select on files. And from there, I'll go ahead and select my Excel file, right click on Open. And once we have it open in here, we can decide how we'd like to share this particular file. Now, there are quite a lot of features over here. If you select this, you can copy the link from here, you can share, you can even just go ahead and open this in Excel. And this is one way in which you're able to tell how the interoperability between these applications and how easy they are to integrate actually becomes.
2:51For sense, in this case, we can see that our Excel sheet is opened in Excel online from SharePoint . But now we want to be able to access this from Power BI and be able to do the virus edits and changes from our Power BI desktop. Well, that too is achievable. All we have to do is access Power BI desktop, which I'm quickly going to open in this window over here. And once we're in this area, we can go and click on File. From here, you can see the recently accessed files, you also can have access to your one drive files. But what we're going to do is to go and click on get data. So you can click on get data, we have various data options over here and different formats that are provided.
3:29But we'll go ahead and select the last option that says get data to get started. And from this section on, there are different types of formats and softwares that are usable within Power BI desktop. We have SharePoint over there, we have SAP, we have Azure, we have different types of solutions that are provided in this location. And I want you to notice one thing, you do have SharePoint folder. And if you scroll all the way down, you'd also find SharePoint online list. Now this is because of the SharePoint hierarchy. If you're going to select the SharePoint online list and click on connect, you'll have to provide a URL that points to that particular list. Now in this case, if we went back to our environment, and over here, we have that document that we uploaded. And it also comes with its own link, if you go to copy link over there, is there something you can find in our address space over here with that extension ASPx or the active server pages extended, which is actually an extension used for way pages that are designed to be served using Microsoft's ASP.NET framework. And that link would actually not respond if we try to use it within Power BI desktop. This will be fine if we maybe email it to somebody or share it with other means. But we actually need the site itself. That's the link right after not any file or any document or any Excel sheet within the site, but the site link and that's the link that we're after. So we're going to go ahead and copy
4:48that. And after we've copied that, we'll go and access our Power BI desktop and then we'll paste it. All right, with that in place, we'll click on OK in order for us to connect to our Share Point. And there we go. So over here, if our authentication is right, if we've just made sure that we 're authenticated, we should be able to access to this. Now, this is actually a huge hierarchy. And what we're after is the financial report within this particular list. So go ahead and select it. And once we have identified it over there, we can just go and click on load. And this will load that particular report into the Power BI desktop environment, allowing us to begin editing it and adding visuals and making sure that the various interpretations of the data that we have in the environment are rightly represented. So there is our financial report. Now we can go ahead and just expand it.
5:34And we can begin bringing in the various types of data. We simply want to see within this between environment. And this is how my friend, we can go ahead and working with the various types of documents and Excel sheets or any other resource that you may have within Share Point and bring it into Power BI desktop. In the next night, we'll go through a validation video to evaluate what what we have learned in this particular scale.
Review
0:00All right, so here we are within Microsoft 365 admin center. The very first thing that we need to do is to access SharePoint as that is what we've been requested to do best on the validation. So from the menu over here we have SharePoint and once SharePoint is open, we need to be able to go and create a site named Data. I already have mine over here, but if you wanted to create a new site, all you had to do is to go and click on Create Site. And from here you have these two options that allow you to choose which site you would like to create.
0:31For instance, if I was going to create a site for my team, I would use this option over here. And if this is only meant to be a communication site, then I would use that option. Now let's go ahead and use the team site as this would allow us to collaborate and share resources with the rest of our team members. Now there are quite a number of templates that are provided over here and you can select any of these templates and they're after be able to tune or customize the templates based on the site. So let's say we selected the first option over here and once we have that option, 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. Notice that it generates a site link over here. This is key in allowing us to integrate or access data that is contained within this site once the site has been completed. But the most important part that I simply want to showcase is that you can choose how people are going to be able to interact with the data within this particular site. And we have the privacy settings here that allows us to set this site as a public site or a private site. And once we have done so, you later on can even add the virus members, especially if this was meant to be a private site, you can go ahead and add the virus members who should participate in this particular site to allow them to access 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 back to my data site. If I open it over here, you realize that we have access to quite a number of resources from documents or maybe other sites that we may simply have listed in that section over here. We also have access to paid details and analytics, which actually give us access into how frequently these pages being used, etc. But our aim is to go ahead and create a list. So what we have to do in this case 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 provided when it comes to creating a list. We can create one from a blank slate. We can work with an existing list that may simply want to manipulate and have a recreation of that list in a different site, for example, or we could actually have an Excel sheet like not cast, which we want to bring in, and then we can just go ahead and upload it. So go ahead and just select this option over here. And this would allow us to click on upload file. And with that in place, you can go ahead and locate the file 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 that particular file and when we click on next, we're able to rename it or even add a description to it. And because I had one already created, you notice that we already have a clash of those names over there. So go ahead and rename these to financial sample two. And once that is done, I 'll click on create, and this must now be brought within our working environment . All right. So financial sample file has now been brought into our SharePoint environment. And there we've got our data site and when you go over there, we can 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 within Power BI. And the very first thing that we need to do is to ensure that we have that URL to our site over here. We can just copy it from there. And once we have that in place, we can go and open Power BI. And from Power BI, we have options in which you can bring in data and create reports and make visualizations as we may desire. So over here, all we have to do is to go and click on get data from other sources. The reason why we have to go to this option is simply because we cannot 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. That is the quickest way to gain access to SharePoint online site. So you can simply go ahead and click on all and scroll all the way down in case you're looking for an option that is not listed over there. So let's go ahead and select SharePoint online list, click on connect. And once that has been done, go ahead and paste our URL in that location, click OK. And we should be able to access to that location. And for us to do so, we have to go ahead and authenticate or sign in if we had not. 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. So here we have sign in. And by clicking on it, we should have access to our resources. So there we have access to financial sample two. Just go ahead and select it. And then we can load that data with your environment. And this is how we can go about accessing data from different resources within our environment to simply ensure that the virus uses that we have within that particular organization can have access to the information that they need in order for them to complete their tasks. And 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 virus visuals. So that's it for now, my friend. I hope this has been informative for you. And I'd like to thank you for viewing.
Frequently asked questions
What data sources does the Power BI Data Sources lesson cover?
The lesson shows a team member how to bring data into Power BI from Microsoft Teams activity, Azure SQL Server databases, and SharePoint Online documents and Excel files. It also covers creating and managing a Power BI Embedded instance in Azure, so analysts see how Power BI and Azure work together.
How long is the Data Sources lesson in the PL-300 course?
The Data Sources lesson runs 44 minutes. Training Managers planning learner time for the full course should use the current course duration shown in the CBT Nuggets catalog.
How do you analyze Microsoft Teams activity data in Power BI?
The lesson walks through Teams activity details in Power BI, including meeting attendance and active owners, members, and guests shown in graphical format. The trainer also notes that on a new tenant, activity data can take some time to populate after meetings are held.
What is needed to connect Power BI Desktop to an Azure SQL Server database?
The data must exist in the Azure SQL database, and the admin or user account used to access that data must be the same account signed into Power BI Desktop. Once connected, the learner can expand the data section and build visuals from the database fields.
What should an IT team watch for when creating a Power BI Embedded resource in Azure?
The subscription must support Power BI, because a subscription created with a personal email address rather than one provided by an organization can block resource registration. The instance also needs the correct resource group and a region closely aligned to where the organization operates, and it can be paused, moved, or deleted in the Azure portal to prevent unwanted billing.
How does the Data Sources lesson fit into PL-300 preparation?
Connecting to data sources is the first step in the course path that continues through cleaning and transforming data, building semantic models, writing DAX, creating reports, and managing workspaces. The course prepares learners for the Microsoft Certified: Power BI Data Analyst Associate (PL-300) exam, and IT Directors can assign it to standardize how analysts connect data across the BI team.
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