1. Platinum Sponsors Silver Sponsors Say Thanks to our Sponsors
without them this event wouldn’t happen!
Platinum Sponsors
Silver Sponsors

2. Sharon Weaver, MOS, BSAC, SSBB
Smarter Consulting – CEO
Adjunct Professor/Trainer:
MS SharePoint, MS Office, BA, Six Sigma, Leadership
20+ years designing, developing, and managing software
13+ years SharePoint experience
Six Sigma Black Belt, BSAC Certified
@sharoneweaver

3. Power bi & Dashboards 101
Sharon Weaver

4. How to build a dashboard… in 3 easy steps
1. Connect to Data
2. Model Data
3. Create Reports & Dashboards
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??
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
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

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.)

14. 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.

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

17. 2. Model data

18. 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.

19. 3. Create Reports/DashBoards
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)

20. REPORT VIEW 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

21. 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.

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

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

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

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

26. Sharon Weaver
@sharoneweaver