Marcus Brewer, University of North Georgia Using Power BI as a Platform for Data Visualization and Online Dashboards Marcus Brewer, University of North Georgia

The value of data in context “[But] men may construe things after their fashion, clean from the purpose of the things themselves.” -Cicero Julius Caesar, Act 1, Scene 3

INSTITUTIONAL RESEARCHERS… ‘THE Supposed predictors of the future” “Predictions are hard, especially of the future.” - Yogi Berra

The Essentials-Power BI Platforms Power BI Desktop "The Control Panel” Upload or "Get" Data Data connections Formatting Data Edit and run data queries Create data measures Develop data reports

The Essentials-Power BI Platforms Power BI WEB SERVER "The Visual Workspace” View data and published reports Create dashboards Refresh reports with updated data Print, share, and save reports Publish dashboards to the web Reports and dashboards are available within the Power BI app

The Essentials-Power BI Platforms Power BI Web Publishing "The Culmination“ Publish dashboards to blogs, websites, etc. Link or HTML code Publicly accessible data ADA/WCAG 2.0 compliance standards

THE ESSENTIALS-Power BI Data Hierarchy Datasets Data Sources and Connections Excel, CSV, Access, Text, etc. Data Refresh/Data Formatting Insert New Columns Replace Text Change data type/format Data Query

THE ESSENTIALS-Power BI Data Hierarchy Reports Can be 1 or more pages Fully-customizable visuals Encompasses visualization, tables, matrices, etc. Possible uses of reports Integration into dashboards Optimal for printing and PDF Editing view and reading view

THE ESSENTIALS-Power BI Data Hierarchy Dashboards A cohesive display of visualizations Consists of separate "tiles“ Possible uses of dashboards Optimal for sharing and publishing Viewable on the mobile app Cortana Q&A feature

THE ESSENTIALS-Power BI Resources Guided Learning Short, sequenced courses from experts Visualizations DAX Power BI and Excel Video-based (YouTube) Transcript provided Guided Learning

THE ESSENTIALS-Power BI Resources Community Public forums on many Power BI topics Engage with beginner, intermediate, and expert users of Power BI Stay up-to-date with conferences and "community block parties” Community Blog

THE ESSENTIALS-Power BI Resources Visuals Gallery Community-inspired custom visuals for use in reports Available for free download MOST contain a sample template for context and clarification Separate visual gallery/template store for R-focused Power BI reports Custom Visuals Gallery

THE ESSENTIALS-Power BI Resources Monthly Updates New features are available each month Video-based introduction to each feature Emphasis on user feedback Monthly Updates

POWER BI DEMONSTRATION #1 “GEORGIA COUNTY ENROLLMENT” Query Editing Manipulating columns and rows Inserting custom columns Top 10, Top 50, Upper Echelon Visualizations Mapping (ESRI, Filled Map) Number Cards Graphs Including census information

POWER BI DEMONSTRATION #1 “GEORGIA COUNTY ENROLLMENT”

POWER BI DEMONSTRATION #2 “GRADUATION & RETENTION RATES” Query Editing Appending Data Excel "refresh" compatibility Custom Measures IntelliSense technology Visualizations Tooltips Drill-down visualizations Hierarchy Modeling USG Dashboards

POWER BI DEMONSTRATION #2 “GRADUATION & RETENTION RATES”

POWER BI DEMONSTRATION #3 “Enrollment, Retention, & Grades Report” Table Relationships Linking datasets Row-level security Visualizations Slicers Custom Visuals Visual Interactions Indexed columns

POWER BI DEMONSTRATION #3 “Enrollment, Retention, & Grades Report”

POWER BI DEMONSTRATION #4 “Semester Enrollment Dashboard” Dashboard Methodology A lot vs. A little Visualizations Slicers Custom Visuals Visual Interactions Dashboard Template Dashboard Design Features UNG Spring 2017 Dashboard

POWER BI DEMONSTRATION #4 “Semester Enrollment Dashboard”

POWER BI PRO “DOES THE FREE VERSION MEET MY NEEDS?” Professional Version Unlimited access to upload reports and dashboards No group collaboration 1 GB data capacity limit No row-level security $9.99 per month/per user 10 GB data capacity limit Group collaboration R-programming and R-visuals Row-level security access