I have run into this point of confusion several times since the GA of the Power BI Premium SKU. As I mentioned in my post about licensing, the Power BI web part for SharePoint requires the user viewing the report to have a Pro license. Alternatively, if the organization has purchase Power BI premium capacity, and the report has been deployed to that capacity, then all organizational users will be able to view the report in the web part.
The initial announcement about Premium licensing laid out 5 different SKUs for premium, P1, P2 and P3. These SKUs are the “normal” SKUs that are intended to be used by Power BI customers. The “P” stands for Premium. Subsequently, 3 additional SKUs were announced at the Data Insights summit to be used by ISVs. These SKUs are EM1, EM2, and EM3. The “EM” stands for embedded. The embedded in this case means Power BI embedded. That’s where the confusion sets in.
Power BI Embedded is the ISV offering for Power BI. With Power BI embedded, software vendors can use Power BI as the reporting engine in their application. A number of vendors have taken advantage of this capability in the recent past including Nintex with their Hawkeye product, and ourselves with tyGraph for Yammer Reporting. With Power BI embedded, all of the processing for the application is done in the vendor’s Power BI tenant. Customers don’t require a Power BI license of any sort to use the applications. Recently, Power BI embedded has moved to a premium model as well, which is why the EM SKUs exist. They are for purchase by software vendors to power their own applications.
If we have a look at the pricing for each of these SKUs (in $US/month), we can see that the EM SKUs are significantly cheaper, but they also come with the important restriction that they can ONLY be used by ISVs.
Back end cores
Front end cores
4 cores, 25 GB RAM
8 cores, 50 GB RAM
16 cores, 100 GB RAM
0.5 cores, 3 GB RAM
1 core, 5 GB RAM
2 cores, 10 GB RAM
It may be natural to think that because your goal is to “embed” a Power BI report in SharePoint, that you will be able to use one of the cheaper, “embedded” SKUs. Microsoft loves to overload terms when they name things, and this is one of those times that this tendency leads to confusion. Make no mistake, in order to embed a Power BI report in a SharePoint page, and to have other users be able to view it, you will need to have a Pro license, and your users will either need Pro licenses as well, OR your organization will need to have purchased a Power BI Premium “P” SKU, not an “EM” SKU.
When it comes to Business Intelligence, SharePoint is most often used as a platform to access dashboards and reports. With the recent availability of the Power BI web part, Power BI joins SQL Server Reporting Services and Excel as a go-to reporting tool within SharePoint.
Occasionally, list data is used as a data source for these reports. This doesn’t work for large amounts of data, but for smaller lists, this is perfectly adequate. Given that Power BI has native connectors for both SharePoint lists and libraries, it is perfectly suited for this sort of task. Combining these two results in some interesting possibilities, as the following article demonstrates.
We work extensively with modern Groups in Office 365. Each group gets its own SharePoint site, and within that, its own OneDrive, or “Shared Documents” library. Depending on the usage of the group, the storage in that library can grow quickly, and it’s not always easy to spot where all the content is being stored. By building a Power BI report that uses the OneDrive as a data source, we can create a report of storage allocation by file and folder, and then show that report on the home page of the SharePoint site.
There are several steps to building this report. It all starts with Power BI Desktop.
Get the Data
To start with, we Launch Power BI Desktop, and Select “Get Data”. Then we select the “SharePoint Folder” file source, and enter the URL of the SharePoint site. Even though we are prompted for the URL of the folder, we must enter the URL of the site itself. The query editor can be used later to filter out any unwanted folders. Only user created document libraries and folders will be returned.
The query will return a number of columns that are irrelevant to this report, and they can be removed. We need to create a column for the URL to the files themselves. The attributes column can be expanded to get the size of any files in bytes. We also use the split function to split the folder path by the “\” delimiter which will allow us to create a folder hierarchy. Finally, we set the appropriate data types on columns, and give them user friendly names.
The scope of this article does not allow for a complete step by step walkthrough of the query editor, but the code below can be pasted into the advanced editor (after replacing the URLs appropriately).
When the Query is complete, we click on the load the data into the model. We don’t need to do a lot of model editing for this report, it’s relatively straightforward. There is only one table, and the Date Created field gives us enough time intelligence that we don’t need to create a date table. There are two edits to the model that I used that bear mention.
One thing that I wanted to show was the accumulation of storage over time. With the size of the file and the create date, I could show the total size that was added for a given day, month or year, but that doesn’t show the accumulation. To do that we need to create a calculated measure, “Cumulative Size”. The formula below calculates a running total of file size based on date:
Cumulative Size (MB) =
SUM ( Files[Size (MB)] ),
ALL ( Files[Date modified] ),
Files[Date modified] <= MAX ( Files[Date modified] )
It’s not strictly necessary, but it’s convenient to create a folder hierarchy by dragging subfolder1 onto Folder, and then dragging in subfolder2 to the bottom of it. That allows all levels of the folder hierarchyto be managed as one.
Finally, we add our visual elements to the report. The report itself can be seen above. In this case, the Size by Folder chart uses the folder hierarchy as the x axis so that clicking on a data bar (while in drill down mode) will open a lower level folder. Marking the data category of the URL field will cause the report to display a clickable URL in any tabular visuals, and setting the “URL icon” property (in the Values section) of the table will display a link icon instead of the long URL. Doing this will allow the user to open any of these files directly from the report. The Growth Rate chart used the Cumulative Size calculated measure created above.
Embed the Report
Once completed, we publish the report into Power BI. It is important to select the correct workspace for this. Since we will be embedding the report into a SharePoint page, it is important to ensure that all viewers will have access to the report. By publishing the report to the same Power BI Workspace that is used by the SharePoint site in question, this will be automatic. In this case, we are reporting against the “Presentations” team site that is associated with the “Presentations” group, so we publish this report to the “Presentations Power BI workspace.
Once published, we need to get the embed URL for SharePoint. This can be determined by opening the report in Power BI, selecting File- Embed in SharePoint Online.
Once we have the URL, we navigate to the SharePoint site and edit the home page (note – the home page needs to be a modern SharePoint page). Once in edit mode we add a new web part, and select the Power BI web part. When prompted, we enter the embed code retrieved above. Once the page is published, all is complete.
Finally, the data source in Power BI will need to be set up to refresh on the frequency required.
With a few simple steps, we have not only gained insights into the storage patterns of our team sites, but we have made those insights available to all members of the site in a highly interactive fashion, without making them open another application.
After my recent post “You Can’t Disable Office 365 Groups”, I received feedback from a few people, specifically Elaine Van Bergen, Martina Grom and Joe Stocker that some editing controls have been added in through the tenant that allows Group creation to be disabled in the Office 365 tenant, and that these controls affect all of the user interfaces that can create groups. The procedure is outlined here, and Martina offers her insight on it here . I was a little disappointed that I had missed these newer controls earlier, but quite happy about the discussion that the original article started. It brought to light some of the confusion around this feature. In addition, it also highlights the fact that Office 365 Groups are about far more than just conversations, they are the bedrock of all Office 365 services moving forward.
Having said that, and having tested these new controls, I have a few observations to make about disabling Groups.
Much of the feedback that I received of my original article was “Good, they shouldn’t be disabled anyway, they’re too important”. To be sure the other side of that argument was heard from as well, but I tend to side with the former. For me at least, the group construct represents real value. It is a trade-off between ease of use and control to be sure, but as a container, it’s easy to understand, and relatively easy to work with for end users. The concerns around Groups are focused on governance, and those concerns are valid. If anyone can create a group anytime, and there is not process for organizing or classifying them in place, they can quickly get out of hand, producing islands of information all over.
The new management controls allow for a single security group (not an Office 365 group) to define those that can create Groups. Groups created by these members are available to all, but only these members can create new Groups. Only one security group can be flagged for group creation, so it’s an all or nothing proposition for these group members.
The article above walks through the process of creating these controls through PowerShell with the Microsoft Azure Active Directory Module for Windows. There are a couple of quirks when walking through this process. I found that the article itself contains a typo, the PowerShell command “Get-MsolCompanyInfo” should actually be “Get-MsolCompanyInformation”. In addition, when downloading the module itself, the 22.214.171.124 Preview version is required.
One would think that the GA version (126.96.36.199) would include everything necessary, but one would be wrong. I made the mistake of trying to use that version and I hit a wall. You need the preview version.
The Azure Active Directory management area in the new Azure portal also allows for the management of group creation rights. I was unable to use the interface to initially set these controls, but once set, the controls were reflected in the user interface, and it’s possible to manage them. Azure Active Directory management is still in preview in the new portal, so presumably this will improve at GA. The controls can be found in the Azure Active Directory blade under Users and Groups – Group Settings.
Like their predecessor, these controls don’t remove the option to create a group from the client interfaces. Once the “Create” option is selected, the user is usually notified that this will not be possible. In one case, it simply fails. The following are the different messages that users will receive when they try to create a new Group but are prevented from doing so.
Outlook Web Access
Ideally, the create option would simply be removed from the user interface, but at least these interfaces prevent the user from filling out details before failing with one notable exception. When a new Group Workspace is created in Power BI, the operation simply fails, and the user isn’t notified as to why. It almost seems as if the Power BI team wasn’t notified that these new controls exist.
The remaining workload that is (ok – will be) integrated with Groups is Yammer. With Yammer, when a Yammer Group is created, a corresponding Office 365 group will be created, and kept in sync with the Yammer group construct. This will ultimately be where Yammer notes and files are stored (via OneNote and OneDrive – basically SharePoint) as well as the group calendar (in Exchange). However, according to this Microsoft support article, if Office 365 Group creation is disabled, then the Yammer groups will not be Office 365 connected.
It therefore is now possible to prevent users from creating Office 365 Groups. This will be important to large organizations while they formulate an adoption strategy for Groups, but formulate it they should. Just because Groups can be disabled, it doesn’t mean that they should. Groups are by their very nature a compromise between usability and manageability, and centralizing creation tips the scales on the side of manageability. We’ve had this for a long time with classic SharePoint, and the usability of Groups is what’s so exciting from an adoption standpoint. Almost all innovations in the Office 365 space are now centered on Groups – they are the new foundational unit, and by ignoring them, you miss out on much of the future enhancements.
Caution is certainly advised, but it’s a good idea to move forward with a Groups strategy. Now.
Note – Since originally publishing this post, I have been made aware of some new management tools that will allow the ability to disable group creation by default. As opposed to modifying this post, which contains other observations, I have published a new one dealing with these new tools here.
As I’ve discussed before, Office 365 Groups are a very important feature in Office 365, and one that all organizations using Office 365 should fully understand as soon as possible. Groups are either required or they provide important capabilities for every product in the Office 365 stack. However, every organization has a different tolerance for change, and some have no tolerance for it at all. In addition, there are many aspects of Groups that are still a work in progress (navigation for example). A frequently asked question is “how do we turn off Groups?”. There’s nothing in the Office 365 Administration interface in either the Groups, or the Services & Add-ins sections.
What these approaches do is to adjust the Outlook Web Access policy that controls the creation of Office 365 Groups. At its core, an Office 365 Groups is just a type of Azure Active Directory Group, one with multiple services attached to it. When Groups were first introduced, the only way of creating them was through the Azure Active Directory interface, PowerShell and through Outlook Web Access (OWA). The first two methods require an administrative level of access, so enabling and disabling this feature in OWA effectively disabled it for end users. An end user can still see the Group creation controls, but any attempt to create a new group is met with a dialog informing them that this feature is disabled.
Since Groups were first introduced, there have been several significant changes as more Office 365 services embraced the Groups structure, and others have been introduced that rely on it.
When the “new” Power BI was introduced in mid 2015, its Sharing story relied heavily on Office 365 Groups. Each Group receives a Power BI workspace, and conversely each new Power BI workspace is a Group. Given that end users can create and to some extent manage the workspace directly in the Power BI user interface, it represents an alternate Groups management tool focused on the end user.
Creating a new Group in Power BI
Microsoft Planner, launched in mid-2016 is another product that relies on the availability of Groups. For the most part Planner stands on its own, with minimal ties to the rest of the Office 365 stack. Each Plan contains multiple tasks, but under the covers, each Plan is backed by an Office 365 Group, with all the rest of the available services. Creating a new plan in Planner creates a new Group, and everything that goes with it, even though the interface doesn’t make it very clear. You’re getting far more than just a plan.
Creating an Office 365 Groups (aka Plan) in Planner
With the release of Modern Team Sites in SharePoint, SharePoint is also very tightly bound to Office 365 Groups. Before this release, creating a new team site through the SharePoint interface or through the SharePoint administration interface created a classic SharePoint site collection. Doing so now also creates a group to go along with it (again, with everything that goes along with that) and all the access to the new Team Site (a site collection) is controlled through membership to that Group. The SharePoint interface for this makes it very clear as to what is happening – “Lets create a new team site and group”.
Creating an Office 365 Group from SharePoint
It is still possible to create a SharePoint site collection that is not bound to a group through the SharePoint administration interface. Modern team sites (the site collections created through the SharePoint user interface) don’t appear in the SharePoint administration interface at all.
The Outlook 2016 rich client also has a comprehensive set of group management features. A group can be created by right clicking on the “Groups” node in the Outlook mailbox, and once created can be fully managed by the “Home” tab in the ribbon.
Creating a new group in Outlook 2016
Managing a group in Outlook 2016
There are now 5 different way for end users to create and in some cases, manage their Office 365 groups. The original Outlook Web Access interface, and now Outlook 2016, Planner, SharePoint and Power BI. The processes outlined above for disabling group creation prevent group creation from Outlook Web Access, but what effect do they have on these new interfaces? The answer is, no effect whatsoever. Whether the “GroupCreationEnabled” OWA policy has been set to false or not, these other interfaces will still be able to create and work with Office 365 Groups. This may not be surprising as Power BI, Planner, and now even features of SharePoint are dependent on the Groups infrastructure.
I have not called out Microsoft Teams above. It is true that Teams is also dependent on the Groups infrastructure, and that creating a new team will create a new group. Where Teams differs from the other dependent services is that the creation of a new Group in one of the other interfaces does not automatically create a new Team. In addition, Teams itself must be enabled by an administrator, meaning that for this additional service, Groups creation can be controlled centrally.
In the very near future, Yammer will also become Groups dependent. Creation of a new group in Yammer will spin up a corresponding Office 365 group, which will be used to store the files and notes available in Yammer. These groups will be flagged as “Yammer managed” meaning that they will not appear in the Outlook interfaces, but they will be available to all the other services that utilize groups.
The bottom line of all this is that even if you use Office 365, and you think that you have disabled Groups in your tenant, the chances are that you could be in for a surprise. If any of these dependent services are in use, the chances are that you already have several created.
Groups are the bedrock of all new features in Office 365 moving forward – it is therefore a good idea that your organization understand them as soon as possible. Their inevitability is also another strong argument for paying close attention to them. If you are currently discussing whether or not they should be used, I would strongly encourage you to shifting that discussion to how they should best be used.
When Microsoft Teams was announced at the beginning of November 2016, I posted an article that attempted to explain the different social networking products available from Microsoft and the advantages/disadvantages of each. Since then, it has become apparent to me that there continues to be a lack of understanding about what Groups are, what they bring to the table, and where they fall short. This post is an attempt to help clear up some of that confusion.
To begin with, Groups isn’t a product in an of itself, it’s an infrastructure. Specifically, an Office 365 Group is a specific type of group in Azure Active directory. That’s it. They have a few properties, and they contain members, but outside of Office 365 administration or Azure Active Directory admin, there’s really nothing to look at. What is unique about them is that the Office 365 services are becoming increasingly tied to them, and creating one of these groups will provision multiple artifacts in multiple Office 365 services.
The value of Groups is really in the workloads and services that they tie together. This is where it starts to get a bit confusing. The way that I see it, there are currently 9 workloads (team sites, file storage, group inbox, enterprise social, group chat, notebook, plans, calendar, and report workspace) offered by 6 different services (SharePoint, Outlook, Yammer, Microsoft Teams, Planner, and Power BI). Arguably, Group inbox, enterprise social and group chat could all be considered conversation spaces, but my earlier article makes the case for considering them separately. Also, Skype for Business is notable by its absence, but I consider Teams to be the logical successor to Skype for Business.
A summary of the different workloads, and the services that offer them can be seen below.
This is a description of the various workloads offered by the component services, and it’s relatively straightforward. The only overlaps (if my earlier assertions about the different types of social are accepted) are group inbox services being offered by both Outlook and Yammer. Since Groups created and managed by Yammer will be kept distinct from other groups, this shouldn’t be the source of too much confusion.
The picture gets a little murkier however when we talk about the way that users will interact with groups, which is through a client application of one form or another. All the constituent services have at least one client application that interacts with Groups, and several of these overlaps significantly. A full understanding of Groups includes an understanding of all the available clients.
When an Office 365 Group is created, a Modern SharePoint Team site, which is a SharePoint site collection gets created along with it. This site collection is home not only to the Group’s team site, but to its OneDrive file storage, and to its Notebook (via OneNote). The SharePoint home page is focused on site collections, with Group site collections being called out specifically. From here one can search for Groups, pin favourite Groups, access recently used Groups, and access Groups deemed important by the tenant administrators.
SharePoint has two different clients that touch Groups – the standard web interface and SharePoint mobile. As noted above, SharePoint supplies 3 of the core Group workloads so the SharePoint interface is inherently well integrated. In addition to the native interface, the SharePoint web part framework lends itself to further integration, and indeed there are already two Modern web parts that have emerged that tough other Group workloads. The Yammer web part, which is available today in first release brings enterprise social into the SharePoint interface, and the upcoming Power BI allows the embedding of reports into SharePoint pages.
Groups can be created and managed directly in the SharePoint interface, and group conversations are accessed though a Group conversations link. Now, this launches the Outlook Web App to access the inbox, but when Yammer Group integration is rolled out, it will launch into Yammer for Yammer managed Groups.
The SharePoint mobile application is full fidelity, and modern web parts work with it. Thus, the SharePoint mobile app has all the same touchpoints that the browser interface does with one exception. It is currently not possible to add or manage Groups in the SharePoint mobile app.
There is currently no integration of Group chat (Teams), Plans, or the group calendar in either the browser or the SharePoint mobile client.
SharePoint UI integration with Groups
The Outlook web application was originally the only place to go to create Office 365 Groups. Management of Groups is therefore its strong suit and is provided natively. The Group inbox and the Group calendar are also both provided by Outlook (Exchange) and the web client reflects that. The Outlook clients are currently the only tools that allow these two workloads to be accessed natively. In addition to these native workload, the browser client provides contextual like to open the Group Team site, OneNote, OneDrive, and the Group Planner. There is currently no integration between the Outlook browser client and enterprise social (Yammer), Group chat (Teams) or Power BI workspace.
The rich Outlook client included in Office 2016 has almost full feature parity with the browser client. The only difference is that is does not currently provide links for opening the Group Team site, or Planner.
The Outlook mobile app, available on iOS, Android and Windows Mobile is a bit of an anomaly. This client does not integrate at all with Groups. Instead, the Outlook team has published an app on these platforms called “Outlook Groups”. Given that they are known as Office 365 Groups, this name can be a bit confusing. The Outlook Groups app provides native access for the Group inbox, Calendar, and OneDrive files. It will launch the mobile OneNote app for access to Group notes, and it even allows for Group management. It is the only mobile app that allows for Groups management.
Outlook UI integration with Groups
Yammer has historically been a completely separate application, and its user interface reflects that. To date, there is no integration with Groups, but this work has been done, and it will be available shortly. An early build of the Groups integrated Yammer interface was recently demonstrated at the Microsoft Ignite conference in Atlanta.
Groups integrated Yammer client
The integration points can be seen in the right column of the UI. Initially, Yammer will integrate OneNote and OneDrive for notes and file storage respectively, and accessing the links will open the respective web applications. The “classic” Yammer files and notes will be maintained for a period and can be accessed at the top of the UI. In addition to files and notes, both Planner and the SharePoint Team site will be available directly from the Yammer interface. There is not integration at all with the Group Inbox, Group chat, Calendar or the Power BI workspace.
IT will be possible to create manage Groups and add/remove members directly from the Yammer interface. Creation of a Yammer group will spawn an Office 365 group, and while all operations will be performed in Yammer, they will be kept in synvc with the Office 365 Group. It should be noted that Groups that are created in the manner will be flagged as “Yammer managed” as opposed to “Outlook managed” and will be invisible to the Outlook clients. All the other clients will be able to see them however.
The Groups integrated mobile client has not been shown publicly yet, so we can only speculate on what it may contain. I suspect it will mirror the browser client, but for now, the only thing that is certain is that it will support enterprise social.
Yammer UI integration with Groups
Teams is the new kid on the block. It is currently available in preview form, so this analysis may be incomplete. Microsoft Teams was built by the Skype product team, and given its ability to do 1:1 conversations, as well as textual, audio and video conversations, it should logically be seen as the successor to Skype for Business. What it brings to the table for Groups is a persistent semi-threaded chat interface. Although it only provides one of the workloads to Groups, it’s UI encompasses most of them.
The Teams client is quite rich, and it provides “sub-team” management. Every team gets at least one channel (General) and additional channels can be added at will. These channels are the containers for the semi-threaded discussions, and each channel also gets its own folder in the Groups OneDrive, as well as a section in the groups OneNote. Creating a channel provisions these artifacts automatically. Any one of these channels can be extended through tabs. Tabs are a way of including content that may be relevant to the channel, and that content can be dynamic. For example, a Power BI report can be added to a new tab and it will always be up to date, or through a third party, a Yammer Group conversation can be embedded as well. Finally, connectors can be employed to automatically add relevant content to a channel’s conversation interface as it occurs – a Twitter feed is a good example of this.
Teams channel showing the associated artifacts in OneDrive and OneNote
The fact that there is already a third-party tool for embedding Yammer conversations speaks to the extensibility of the Teams client as well. Extensibility options are available for tabs and connectors.
The integration of Teams with Planner is notable as well. As I previously wrote about here, the Teams client allows for multiple planner plans to be created within not only a single Group, but a single channel. These plans are NOT available through the Planner client UI, although the resulting tasks are. I would look for this to change in the near future, but that’s the way it works today.
The Teams client (both browser and desktop – they are virtually indistinguishable) has access to the widest set of Group workloads of any client currently. This is partly due to the fact that it is brand new, and as such, is the only client that has access to the Group chats. It has native access to Group management, file storage, group chat, notebook, plans and Power BI reports. It has links to the Group’s Team site, and through third party integration, it can embed enterprise social content. The only workloads that it does not currently integrate with are the Group inbox, and the Group calendar.
The mobile client is unfortunately vastly different. The only workloads that the mobile client works with today are Group chat (as expected) and Group files (from OneDrive. Given the importance of mobile to the modern team story, I would expect this to change. However, if the SharePoint mobile client had access to the Group chat, it could provide a viable alternative.
Microsoft Teams UI integration with Groups
There is very little integration between Planner and Groups. The Planner UI obviously offers native access to Group plans, but as mentioned in the Teams section, not all the plans – only the one associated twith the root Group itself. Each Plan also offers a link to access all of the files stored in the Group’s OneDrive, and that’s where the integration ends. There is no integration with the rest of the Group workspace. The Palnner browser client is also the only client available. Inexplicably, there is no mobile client for Planner.
Planner UI Integration with Groups
Power BI makes very good use of Groups – Groups provides the optimal sharing option for Power BI. Each Group is provided its own Power BI workspace, which is a container for data sources, reports, and dashboards. All members of the group get access to all the assets contained within.
The Power BI browser client is aimed primarily at the use of the Power BI service, but does provide some integration with the other Group workloads. Groups can be created and members added from the Power BI UI (although they are referred to as Group Workspaces). Native access is obviously provided to all the Power BI assets contained within, and links are also provided to the Outlook browser client for access to the Group inbox and the Group calendar. Finally, Group OneDrive files are natively available for the storage of data sources. There is no integration with the rest of the workloads currently.
The Power BI mobile client is all about Power BI – it doesn’t integrate with any of the other workloads, aside from being able to use the Group workspaces themselves.
To summarize, the modern Office 365 Group provides the membership and access services to 10 separate workloads which are provided across six different products/services. This “Group workspace” is accessed through any of 14 different clients that provide varying levels of access to the different workloads/and services. The choice of client will depend heavily on requirements and will likely lead to a combination of clients based on capability and preference. At the moment, the most integrated browser client is provided by Microsoft Teams, and the most integrated mobile client is SharePoint mobile. A final summary is below.