Getting Live Data from Power BI Desktop and Web Client? - powerbi

I am trying to connect to Dynatrace through its API in Power BI. There is a lot of documentation within Dynatrace and Power BI sites, but it isn't clear which is better suited to handle Live data. This post seemed on the same topic but also didn't address the subject of live data. Is the Power BI application you use arbitrary in this case?

In short, PBI Desktop.
Power BI Web Client is primarily for sharing, accessing, and editing previous Charts, Dashboards, Etc. There are ways to connect using the Online version, but the tool is a little less clunky on the Desktop even though the Online version seems streamlined.
Power BI Desktop can push Dash's, Reports, and other visualized Data to the Web Client. Power BI Desktop is the best for in-house access to Dynatrace's API for a live feed of data.

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Am I forced to use Power BI Desktop to provide datasets to Power BI Service other than local or sharepoint files?

I'v been assigned the task to research Power BI Service platform to see if it is useful for the company I'm working at. I have a Power BI Pro license and basically my goal is to create several reports and dashboards from disparate data sources such as REST APIs, mongodb, SQL Server, csv and excel files.
I would like to create the mentioned datasets directly from the Power BI service website but I see that I only can create datasets from csv or excel files. And if I select SQL Server, it asks me to download Power BI Desktop client. The other type of data sources that I need are not even mentioned.
My question is if Power BI Desktop is required to develop and configure datasets for the Power BI service, because to begin with it is a windows only application.
Yes you are. The desktop version provides the full power of the software. You can learn a TON of things from this guy on YouTube and also from these guys in a cube. I'm willing to bet you can search the questions you have & can find specific example videos that'll help you determine if this software is right your company. In my opinion, when it comes to data visualization software, it's tough to beat Power BI. That's especially true if your company is on Office 365.
As a tip, it's important to note what kind of data sources you need to communicate with. And are those sources in a cloud or on premise. That's important depending on how "live" you want your data to be.
The main use of Power BI Desktop (Windows only application) is to get the data from the sources into data model, then load it to the service. The data connections and the ability to create reports is limited compared to the service. The main goal of the service is to share the reports and collaboration.
For example there is no realtionship designer in the service to connect the imported entities. You can create a report in the desktop and load it to the service, and then create other reports from its dataset in the service.
You can create dataflows in the service to get data from flat files, and databases, but you then use Desktop to connect to them and link them together there.

Power BI in the context of Data warehousing

My company is currently building an enterprise data warehouse in SQL server. We are looking at using PowerBI but I'm struggling to see how PowerBI works in the context of a data warehouse.
For instance what would it offer us, other than nicer looking reports, that Cognos, which we are using now, doesn't? How is it at handling immense amounts of data?
In the context of the Enterprise Data Warehouse Power BI has a number of options.
1) It can be the visualisation layer of your SSAS Data Models, users can connect and quickly create reports as it will sit over, not import data to the Power BI Report. Data processing is done on the server side, and can access huge data models/databases
2) Rather than create SSAS Data Models. Power BI can create a semi-semantic layer, as it is a branch of SSAS Tabluar technology. Your users can quickly deploy the reports, based directly on the database. You can use it in Direct Query mode, as with option 1, this sits over the database, and query processing is dome on the server side. You can import data, but it will be limited to 1GB dataset sizes. All report queries are served from the imported dataset, not the server. With Aggregation Mode you can combine import and direct query to sit over large databases
The real benefit is to enable self-service BI, to get the users to create their own reports. So you can mix strategic (built by the business) and tactical reports (user built). Power BI allows a quick process to mix and match data sources, for example data under your organisation domain, Databases, Cubes, Execl file etc, and data not under your domaim, webpages, API's, other sources.
You can also have Power BI on-prem or in the cloud. On-prem will depend on the SQL Server license type, or it will be another cost. Power BI also fully integrates with O365, and Azure so depending on your application/tech stack, that may be a benefit. It also integrates very well with Power Apps, Power Automate so Power Users can build solutions without requests to IT or others.
This is from my personal experience. I have had a number of projects for enterprise scale customers, that have moved from Cognos (And other tech like Tableau), fully or in part, due to the cost and and the integration of Power BI into O365. End users liked the large knowledge base, the support from MS, and the rapid updating/roadmap of the technology. The most common question is, can it replace X tech. The answer is maybe, it will depend on your report requirements, and how it will integrate with your data sources. Other trends I've noticed, moved some work from IT/BI to the Power Users, particularity with Power Apps/Automate functionality.
Power BI is a lightweight ETL and modeling tool, so it is not just a visualisation tool. There are a number of blogs and articles that compare Power BI to Congnos, that seem biased, so it will be tricky to find a objective answer.

Options for sharing dashboards with sensitive information with PowerBI

I have a dashboard I've built using Power BI, that contains sensitive information. I want to share this dashboard with external users outside of my organization, that do not and will not have PowerBI.
From everything I've read, it appears I have a few options:
The external recipient of the dashboard would need to download Power BI Pro (from my understanding, they won't be able to view my dashboard with anything other than Power BI Pro?)
I somehow embed my dashboard in a Sharepoint which the external recipients have access to - but from what I've read, this seems likely to fail since they don't have Power BI.
I publish dashboard to the web, and have no way to password protect or restrict access.
Are these my only options? Am I correct in that anyone I wish to share the dashboard with needs Power BI Pro to view, or I need to publish it to the open web and let it be publicly available?
If this is the case.. this is just one more reason I am disenchanted by Power BI.
There are other options in addition to these you mentioned already (i.e. directly sharing through adding users to the workspace, embed in SharePoint and Publish to web).
Sharing (except Publish to web, which is public) require both the publisher and the consumer to have Power BI Pro licenses (which is not the case for you). Purchasing Power BI Premium (P SKUs only) will allow you to share reports with non-Pro (i.e. Power BI free users), but they still needs Power BI licenses (although free). Also this will costs you thousands per month and has annual commitment, which means you can't buy this for a month or two.
If this doesn't work for you, you can also:
Export these reports to PDF or PowerPoint and share the files with them.
If the report imports the data (see Dataset modes in the Power BI service), you can send them the .pbix file directly. It can be opened in Power BI Desktop even without having no Power BI account at all.
Publish the report to local instance of Power BI Report Server, where you can control who can access the report. You need either Power BI Premium (P SKUs) or SQL Server Enterprise with software assurance for that.
Embed the report using Power BI's API into custom written application, implementing app owns data scenario (see Tutorial: Embed Power BI content into an application for your customers and for example this answer).
To add to Andrey's answer, depending on the number of users you can use Azure AD B2B so you can have guest users access your Power Bi Reports and allocated work-spaces. However it depends on the number.
For example if you need to add 100 users, and you pay for the Power BI Pro licenses then it would be cheaper to design a basic portal and use the Power BI Embedded option and build you own basic web portal to embedded the reports in (The app owns data scenario). The basic A SKU's start around the same price as about 73 Pro licenses, or £570 per month. There will be extra cost in development of the portal and the running costs on top of the Embedded price
If your external end user is going to pay for the Pro license, then Azure AD B2B could work for you.
Hope that helps

Is there a workaround for Power BI Desktop to automatically refresh data without publishing pbix to Power BI Service?

Is there still no way for Power BI Desktop to automatically refresh data without publishing pbix to Power BI Service? Due to threat of private information leakage, we want to maintain our data only via Power BI Desktop (not using Power BI Service first). We have been looking for ways on how to work around the automatic refresh in PBI Desktop for over a day already but all pointing us to publishing pbix to Power BI Service, which will allow us to schedule the refresh after. Any feedback will be much appreciated.
Thank you!
There is no supported way to do this. The easiest workaround is to teach your users to click on Refresh button. Second easiest thing could be to use DirectQuery instead of import mode.
There are some attempts for workarounds from the community, but you should use them with caution:
PBIXRefresher and pbixrefresher-python scripts by Michal Dúbravčík
Write some code that starts opens the .pbix file in Power BI Desktop, finds its PID, then finds the port on which the child Tabular process listen and use Tabular Object Model (TOM) to refresh it
Use Power Update (paid) tool
But leaving workarounds aside, Power BI is compliant with a lot of security standards. Data leaks of data from the cloud in most (all?) of the cases will be caused by a human factors, which is also possible with on-premise data. But if it is a no-go for your organisation, then either use Power BI Server on-premise, or another reporting tool (e.g. SSRS).
There is no way to automate the refresh in PowerBI desktop. You have to manually click the refresh button. Many organisations trust PowerBI Service with their data. However, in the case that you have some serious data residence restrictions, then you can deploy PowerBI Report Server on premises and publish to this without your data leaving your network.

Branding mobile app/webpage

I have read a little bit about Power BI and it looks like a great tool. I need to provide reports/dashboard in the way that client would see my branding, is it possible? It looks like it works for webpages as you can use the embedded power bi functionality, but what with mobile bi experience. Let's say with the power bi app, is there a way to creat a clone of this application with your own branding and different name (rather than power bi app)? If it doesn't work can i somehow use PowerApps? Can I create my own let's say iphone app using PowerApps which shows reports/dashboards? How does it work with regards to security, can I have 2 factor authentication?
The more complicated scenerio which I really would like to achieve is to a webpage which has 2 pages, one with embedded Power BI and another one with SSRS reports. What is the best way to achieve that? It would be great if a user needs to login to the page only once?
I would appreciate your indications what is possible and what not and how current companies deal with such issues.
Regards,
Rafal
Your best bet is Power BI Embedded. As you say, it allows you to embed Power BI reports into externally facing mobile apps or websites. More information: https://azure.microsoft.com/en-us/documentation/articles/power-bi-embedded-what-is-power-bi-embedded/
To complete your more complicated scenario, you can use the Report Viewer control to embed SSRS reports into a website: https://msdn.microsoft.com/en-us/library/aa337090.aspx. In terms of logging in, both Power BI Embedded & Report Viewer allow your application to authenticate behind the scenes against their respective services. End user security is left to your app/website to handle.
Re-branding the existing Power BI mobile app is a no-go. It comes as-is.
Power Apps can be used to collect data that is then loaded into Power BI, but I've never heard of Power BI tiles/reports being embedded into a Power App.
All these technologies are rapidly evolving, though. What's true today could easily change as features are added & feedback is received.