Give more power to the users! - Decision Support Using Power BI Yana Berkovich (Microsoft Data Platform MVP) Give more power to the users! - Decision Support Using Power BI

About Me https://www.linkedin.com/in/yanaberkovich BI Analyst, Data Platform MVP Consultant, Product Manager Member of BI, BA, SharePoint, O365, PM communities Data Platform Consultant   Experimenting with O365  Worked as SharePoint everything, love sharing my insights.  https://www.linkedin.com/in/yanaberkovich http://yanaberkovich.com @Yana_Berkovich

Contents Introduction – Decision Support Meet Oil Test Systems What is the problem? How PowerBI and SharePoint give more power to the users? Q&A

Decision Support James Taylor, leader of Decision Management Solutions http://decisionmanagementsolutions.com/ Decision Management Systems: A Practical Guide to Using Business Rules and Predictive Analytics (IBM Press)

DDS – Decision Support System Insights Information Data A decision support system (DSS) analyzes business data and presents it so that users can make business decisions It is an "informational application“ (TechTarget)

Meet Oil Test Systems Ltd. Small business 50 employees This company is measuring oil quality in vehicles parts and sending the results to customers Oil Analysis, Coolant analysis, Heavy duty oil fuel Analysis Recommendations which oil to use

What are they testing? The Real Clients Physical Tests Visuals (color, foam, oil, fuel, magnetic precipitate, non- magnetic precipitate, & odor) pH Glycol % Freeze Point Nitrite SCA Number Specific Conductance Total Hardness   Corrosion Metals & Inhibitors by Atomic Emission Spectroscopy (AES) Iron Copper Aluminum Lead Tin Zinc Silver Calcium Magnesium Borate Silicon Molybdate Phosphorus Potassium Sodium The Real Clients

Behind the science of Oil Test Systems

Oil Test’s Customers needs View their reports online instead of sending them via email Be able to communicate with the Lab technician online Discuss other options and analyze different oil types Have automated updates to their reports Future needs Have an online update in their organization sites and not Oil test systems site Advanced decision making – How does weather affects the oil? How does the location affects the oil performance? Test Component Analyze data Compare to standards Make recommendations Send to the client

Just quick PowerBI Reminder… Power BI is a cloud-based business analytics service

Connect to a data source SP list How do I get started? When preparing this session there was no code involved! Let’s give more power to the end users and clients (the developers have enough power)  Open PowerBI Connect to a data source SP list Import the data Create Report Create Dashboard Publish PowerBI WP

Demo

Behind the scene of Oil Test Systems

The technical part (only 9 easy breezy steps) Create the list in SharePoint group and configure the site Fill the data Open PowerBI Choose get data Configure the query Save and update Add data visualizations Create report Publish report to the online group

What's the big difference? Communicating with the customers via the Customer group Storing the lab results in the customers data set Aggregating the results using PowerBI from different customers (Connecting to each customer using same report template) Publishing the reporting in the SharePoint site Sharing insights immediately, setting a refresh Mobile Experience and filling the data in the field

PowerBI Insights Oil sales records Oil standard Industry values Oil Results Archived Current oil test results Future storage for the oil sales data Min Max and Distribution for each result

So…where is SharePoint/O365 hiding? Connecting to data a source SharePoint list Publishing PowerBI Web part! Group permissions sharing Working with FLOW for workflows including PowerBI and SharePoint 365 – anomality alerts

Demo

Give more power to the users! - Thank you Yana Berkovich YanaBerkovich.com