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Power bi & Dashboards 101

Power bi & Dashboards 101. Sharon Weaver. Sponsors. Sharon Weaver, MOS, BSAC, SSBB. Smarter Consulting – CEO Adjunct Professor/Trainer: MS Applications, BA, Six Sigma, Leadership 20+ years designing, developing, and managing software 15+ years SharePoint experience

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Power bi & Dashboards 101

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  1. Power bi & Dashboards 101 Sharon Weaver

  2. Sponsors

  3. Sharon Weaver, MOS, BSAC, SSBB Smarter Consulting – CEO Adjunct Professor/Trainer: MS Applications, BA, Six Sigma, Leadership 20+ years designing, developing, and managing software 15+ years SharePoint experience Six Sigma Black Belt, BSAC Certified sweaver@smarter-consulting.com @sharoneweaver

  4. How to build a dashboard… in 3 easy steps 2. Model Data 3. Create Reports & Dashboards 1. Connect to Data Excel SQL Access SharePoint List Other sources Do you have the correct data? Do you have duplicate data? Does your data have categories? Use Microsoft Power BI

  5. Before you start! ASK QUESTIONS! • What questions will the dashboard answer? • Who will be looking at the dashboard? • What will they use the dashboard information to decide? • How recent does the data need to be? • What data do you need? • What data do you have?

  6. What Is power bi anyways?? Power BI: • Allows users to connect to various sources and types of data • Allows users to model, shape, and transform that data in a way that makes sense to them • Allows users to create visualizations like reports and dashboards to help understand more about the data

  7. Power bi desktop vs service • Power BI Desktop • FREE download • Tool to create data connections, models, and reports • Started from client app OR from Power BI service • Power BI Service • Online subscription service • Allows users to share Power BI Desktop reports • Can be shared with other Power BI users (READ ONLY)

  8. Download Power BI Desktop https://powerbi.microsoft.com

  9. Power BI Desktop

  10. Power BI Desktop • Connect to Data • Shape/Model Data • Create Reports

  11. Power BI Desktop • Report • Data • Relationships

  12. 1. Connect to data File > External Data > Get Data > Data Source (Excel, SQL, etc.) https://docs.microsoft.com/en-us/power-bi/sample-datasets

  13. Imagine you’re retiring – you want to live where there’s lots of sunshine, preferable taxes, and good health care – or perhaps you’re a data analyst, and you want that information to help your customers. For example, perhaps you want to help your sunglasses retailer target sales where the sun shines most frequently. http://www.bankrate.com/finance/retirement/best-places-retire-how-state-ranks.aspx

  14. Click Edit to edit the query before loading the table.

  15. 2. Model data

  16. Note that in Query Settings, the Applied Steps reflect the changes that were made. If I want to remove any step from the shaping process, I simply select that step, and then select the X to the left of the step.

  17. 3. Create Reports/DashBoards • Report • A collection of pages that contain visualizations • Must come from the same dataset • 2 Views - Reading • Dashboard • A collection of tiles/visualizations from various sources • Can come from different datasets • Can be shared with other Power BI users (READ ONLY)

  18. Five main areas: The ribbon, which displays common tasks associated with reports and visualizations The Report view, or canvas, where visualizations are created and arranged The Pages tab area along the bottom, which lets you select or add a report page The Visualizations pane, where you can change visualizations, customize colors or axes, apply filters, drag fields, and more The Fields pane, where query elements and filters can be dragged onto the Report view, or dragged to the Filters area of the Visualizations pane REPORT VIEW

  19. To create a visualization, just drag a field from the Fields list onto the Report view. In this case, let’s drag the State field from RetirementStats, and see what happens. Voila! Power BI Desktop automatically created a map-based visualization, because it recognized that the State field contained geolocation data.

  20. This is what the Report view looks like after a handful of visualizations have been added, as well as a few new Report pages.

  21. Share your work! Publish to the Power BI service

  22. Share your work! 2. Upload the .pbix file directly within the Power BI service

  23. Share your work! 3. Save the .pbix file and send it like any other file

  24. Share your work! Add to a Teams tab!

  25. Sharon Weaver @sharoneweaver sweaver@smarter-consulting.com

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