Using Microsoft Power BI to create reports and dashboards ... · PDF fileUsing Microsoft Power...
Transcript of Using Microsoft Power BI to create reports and dashboards ... · PDF fileUsing Microsoft Power...
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Using Microsoft Power BI to create reports and
dashboards in Donorfy
Ben Brett
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What do people use for reporting?
● Donorfy lists & reports?● Excel?● Anyone using PowerBI? Tableau?● What sort of thing would you like to report on?
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What is Power BI?● Suite of Microsoft tools to analyse your data● Power BI Desktop
○ Windows desktop application○ Build reports to analyse and visualise data○ Publish - makes report available online
● Power BI Service○ Runs in a browser○ Create dashboards from your reports ○ Q & A feature - ask questions of your data - e.g. Show me constituent where amount given this year greater
than 1000
● iPhone, iPad & Andriod apps● Free
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What is Power BI?● Power BI Pro
○ £7.50 per user per month
○ Subscriptions & Sharing○ Work with larger data sets
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The Parts of Power BI
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How does Power BI work with Donorfy?
● Professional - connect to Donorfy Data Service - https://data.donorfy.com/odata/
● Essentials - download a list - use that as the data source
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Getting Started ...
Look at how you could build
○ Graph of how your campaigns are doing ○ Matrix Report of income○ Map where our donors live
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Share your work ...
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Go to app.powerbi.com
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Dashboards
Dashboards can display visualisations from different reports or datasets
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Ask Questions about your data?
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Quick Insights
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This took a while ....
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Did come up with some insights ...
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Share Dashboards
● Power BI Pro feature - £
○
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Subscribing to Dashboards
● Power BI Pro feature - £● Subscriptions
○ Get emailed when a dashboard is updated○ Email contains, a copy of the dashboard and a link to go to the dashboard
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Alternative Ways to Share Dashboards?
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Refreshing Data
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iPhone & Android App
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Want to give it a try?
● Download Power BI https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-get-the-desktop/
● Microsoft’s Guided Learning for Power BI - https://powerbi.microsoft.com/en-us/guided-learning/powerbi-learning-0-0-what-is-power-bi/
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Any questions or comments?