Power BI: Makeover Your Spreadsheets For Real Business Intelligence
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The document outlines a webinar on utilizing Power BI for business intelligence, featuring experts Daniel Cohen-Dumani and Rick Hinton. It includes an agenda covering topics such as connecting to data sources, building reports, and mobile app functionalities, with a focus on improving decision-making through better visibility. Participants can engage in a Q&A session and follow-up materials will be provided post-webinar.
Power BI: Makeover Your Spreadsheets For Real Business Intelligence
- 1. Power BI: Makeover Your Spreadsheets For Real Business Intelligence Webinar:
- 2. Housekeeping • Webinar is being recorded • 45 minute session • 15 minute Q&A session at the end • Slides and recording will be available afterwards • Send in your questions! • Type your questions in the Go-to-Webinar Question Box on the right side of your screen
- 3. Daniel Cohen-Dumani @dcohendumani Founder and CEO Blogger: SME for Portal Solutions Digital Workplace Today Blog A passion for Simplicity and Speed to Market Areas of Interest: Portal and Collaboration, Productivity and Efficiencies
- 4. Rick Hinton @rfhinton Vice President Products & Solutions Blogger: SME for Portal Solutions Digital Workplace Today Blog A passion for helping organizations use collaborative technologies and analytics to enable informed decisions at the individual and organizational level.
- 5. Better Visibility, Better Decisions Power BI Overview Getting Connected Building Reports and Visualizations Share and Collaborate Power BI Mobile Apps Getting Started Q&A Agenda
- 6. What tool are you using today? Excel (PowerPivot or other) Microsoft Power BI 1.0 SharePoint Dashboards Microsoft SQL Server Other (Tableau, Qlikview, other) Poll
- 7. OLD Weekly or monthly reporting cycles Manual refresh of data Posting or emailing of spreadsheet Static charts and graphs No mobile access or alerts NEW Daily updates and instant sharing Automatic refreshes of data Access through multiple devices Apps w/ interactive visualizations User-defined mobile alerts Better Visibility, Better Decisions 7 ^
- 8. Data sources Power BI service SaaS solutions e.g. Marketo, Salesforce, GitHub, Google analytics On-premises data e.g. Analysis Services Organizational content packs Corporate data sources or external data services Azure services Azure SQL, Stream Analytics… Excel files Workbook data / data models Power BI Desktop files Data from files, databases, Azure, and other sources Data refresh Visualizations Live dashboards Content packs Sharing & collaborationNatural language query Reports Datasets01001 10101 Power BI Overview 8
- 11. Power BI REST APIs Data sources SaaS solutions e.g. Marketo, Salesforce, GitHub, Google analytics On-premises data e.g. Analysis Services Organizational content packs Corporate data sources or external data services Azure services Azure SQL, Stream Analytics… Excel files Workbook data / data models Power BI Desktop files Data from files, databases, Azure, and other sources Power BI Desktop Prepare Explore Report Share Power BI service Data refresh Visualizations Live dashboards Content packs Sharing & collaborationNatural language query Reports Datasets01001 10101 Power BI Desktop: Building Reports and Visualizations 11
- 12. Power BI Desktop: Building Reports and Visualizations 12
- 14. Power BI Service: Share and Collaborate 14
- 15. Search to Find Answers 15
- 17. Power BI Mobile Apps 17
- 20. Power BI Mobile Apps DEMO
- 21. Accelerated 2 week program Power BI Jumpstart Services
- 22. Power BI Accelerated Jumpstart Services – Getting Started 22 Week 1 2 Discovery Session 9/7/2015 Design Dashboards 9/9/2015 Build Connectors 9/14/2015 Test 9/16/2015 Deploy 9/18/2015 Discovery Design Connect Test Deploy › Determine Functional area (sales, marketing, finance, etc.) › Determine key metrics/KPIs to track › User groups identified › User needs/ requirements – analysis and output. › Mock ups of dashboards › Spreadsheets with sample data and calculations › Identification of data sources › Configure pre-built data connectors › Develop any custom data connections › Run tests on data connectors › Validate report output mobile functionality › Train power users › Go live!
- 23. Accelerated Power BI On-Ramp Service Get up and running on Power BI in 2 weeks with Portal Solutions. We will design dashboards, configure data connectors, install apps and set up alerts. portalsolutions.net/schedule-a-consultation-power-bi Learn More Next Steps
- 25. Connector List 25 As of Aug 31, 2015
- 26. Connectors 26 As of Aug 31, 2015