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

2. 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

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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. POWER BI DEMONSTRATION #1 “GEORGIA COUNTY ENROLLMENT”

16. 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

17. POWER BI DEMONSTRATION #2 “GRADUATION & RETENTION RATES”

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

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

20. 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

21. POWER BI DEMONSTRATION #4 “Semester Enrollment Dashboard”

22. 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