03-power-bi-integration.md

Exercise 3 - Power BI integration

In this exercise, you will realize another benefit of the fully integrated environment provided by Azure Synapse Analytics. Here, you will create a Power BI Report and build a visualization within Synapse Analytics Studio. Once you have published a dataset, you will not have to leave this environment to log into a separate Power BI website to view and edit reports.

The Power BI Workspace has already been created for you.

The tasks you will perform in this exercise are:

• Exercise 3 - Power BI integration
  • Task 1 - Create a Power BI dataset in Synapse
  • Task 2 - Create a Power BI report in Synapse

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Important:

In the tasks below, you will be asked to enter a unique identifier in several places. You can find your unique identifier by looking at the username you were provided for logging into the Azure portal. Your username is in the format [email protected], where the UNIQUEID component looks like 206184, 206137, or 205349, as examples.

Please locate this value and note it for the steps below.

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Task 1 - Create a Power BI dataset in Synapse

In this task, you will use Power BI Desktop to create the dataset used by the report.

Note: Power BI desktop will already be installed in the virtual machine provided with the lab.

1. Open Synapse Analytics Studio, and then navigate to the Develop hub.

   

2. Expand Power BI, expand the first node under it, and then select Power BI datasets.

   

   The second node, named PowerBIWorkspace<UniqueId>, is the Power BI workspace added to your Synapse workspace as a linked service.

3. Select New Power BI dataset within the panel that appears.

   

4. In the panel that appears, if a prompt appears to Install Power BI Desktop, select Start.

   

5. In the step by step dialog that appears, select SQLPool01 and then select Continue.

   

6. Select Download to download and save the suggested pbids file.

   

7. Open the downloaded .pbids file. This will launch Power BI desktop.

8. When Power BI Desktop loads, select Microsoft account, then select Sign in. Follow the login prompts to login with the credential provided to you. When you return to the SQL Server database dialog, select Connect.

   

9. In the Navigator dialog, within the list of tables select wwi.FactSale, confirm the preview shows some data, and then select Load.

   

10. When prompted, set the query type to Direct Query and select OK.

    

11. From the File menu, select Publish and then select Publish to Power BI. If prompted to save your changes, select Save and provide wwifactsales as the name. This will also be the name used for the dataset. You may be prompted to login a second time. Follow the login prompts to login with the credentials provided to you.

    

12. In the dialog that appears, select the provided Power BI workspace (the first one that appears under the Power BI section in the Develop hub). Do not select the item labeled My workspace. Choose Select.

    

13. Wait until the publishing dialog shows a status of Success, then click Got it to close the dialog.

    

14. Return to your browser where you have Azure Synapse Studio open. Select Close and refresh in the New Power BI dataset dialog that should still be open.

    

15. You should see your new Power BI dataset appear in the listing on the Power BI datasets panel. If not, select Refresh.

    

Task 2 - Create a Power BI report in Synapse

In this task, you will learn how to use a collaborative approach to create a new Power BI report within Synapse Analytics Studio. To do this, you will use a dataset that was not created by you.

1. Select the wwifactsales dataset within the panel that appears. When you hover over the dataset, a button for creating a new Power BI report will appear. Select that button.

   

2. This will launch a new tabbed document with the Power BI report designer. Also note, that your new report appears under the Power BI reports folder in the Develop hub.

   

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Important:

If you do not see a list of data fields under Fields, follow the steps below for a fix.

1. Navigate to www.powerbi.com on a new browser tab. Select Sign In and use the credential provided to you.

2. Select Workspaces from the left menu and select the PowerBIWorkspace as shown in the screenshot.

   

3. Navigate to Settings, then select Settings from the menu.

   

4. Select the Datasets tab. From the list of datasets select wwifactsales, then select Edit credentials underneath the Data Source credentials section.

   

5. Under Authentication Method select OAuth2 and select Sign In.

   

6. Navigate back to your Synapse workspace in the previous tab and select the refresh button above the Fields list in the Power BI report. After a few seconds, you should see the list of fields below. Alternatively, you may refresh your browser window.

   

7. Within the Power BI designer, select Line and clustered column chart under Visualizations.

   

8. Drag the SalespersonKey field into Shared axis for the visualization. Then drag the TotalExcludingTax field into Column values. Finally, drag the Profit field into Line values.

   

9. Resize the line and clustered column chart visualization to fit the report area. Your visualization should look like the following:

   

10. Under the Filters pane, expand the Profit filter. Select is greater than under Show items when the value:, then enter 50000000 for the value. Select Apply filter.

    

11. After a few seconds, you should see the visualization change, based on the filter. In this case, we narrow down the results to only those where the total profit amount is greater than $50 million. Since we are using Direct Query, Power BI pushed down the filter to the dedicated SQL pool (SQLPool01) to execute a new query based on the filter parameters. The pool sent back the results to Power BI to re-render the chart. Since we are dealing with a very large number of records (over 12 million), harnessing the power of the dedicated SQL pool to aggregate and filter the data rather than importing them and using the Power BI engine to do the work is much more efficient.

    

12. From the file menu within the designer, select Save As.

    

13. In the dialog that appears, enter Key Sales by Person for the name, then select Save.

    

14. This report is now available to all authorized users within Synapse Analytics Studio and the Power BI workspace.

Task 3 - View the SQL query

1. Navigate to the Monitor hub.

   

2. Select SQL requests in the left-hand menu (1), then select SQLPool01 under the Pool filter (2). Look at the list of recent queries executed by your lab username as the Submitter. Hover over one of these queries to see the Request content button next to the SQL request ID value (3) to view the executed query.

   

3. View the request content of the queries until you find one that contains the SQL SELECT statement executed by your filter in the Power BI report. Here you can see the Profit and TotalExcludingTax fields contain the SUM aggregate, and the wwi.FactSale table is grouped by SalespersonKey. There is a WHERE clause that filters the rows by Profit (aliased as a0) where the value is greater than or equal to 50000000 ($50 million). Power BI generated the SQL script, then used the dedicated SQL pool to execute the query and send back the results.