You rely on spreadsheets every day to manage and track your business. But everyone knows the downfalls to a static spreadsheet. Data comes from a variety of sources and needs to be compiled. By the time, you compile the data it is old. You are often faced with sea of numbers to comb through for insightful takeaways. Meanwhile, the information you need is not available at your fingertips. There is a better way. Power BI brings the tools you need to understand what is happening with your business in an easy to use and access dashboard. The best part is that the data is represented in easy to communicate and clear charts and graphs. In this webinar, Portal Solutions’ Daniel Cohen-Dumani and Rick Hinton discuss the benefits of Power BI, including: - Leverage Existing Excel Solutions - Keep Data Fresh - Drill Down to Get Real Insights - Get Answers Fast - Create Alerts To Stay Informed - Your Data Where You Are

1. Power BI: Makeover Your Spreadsheets For Real Business Intelligence
Webinar:

2. Housekeeping
• Webinar is being recorded
• 45 minute session
• 15 minute Q&A session at the end
• Slides and recording will be available afterwards
• Send in your questions!
• Type your questions in the Go-to-Webinar Question Box on the right side of your
screen

3. Daniel Cohen-Dumani
@dcohendumani
Founder
and CEO
Blogger: SME for Portal Solutions
Digital Workplace Today Blog
A passion for Simplicity and Speed
to Market
Areas of Interest:
Portal and Collaboration,
Productivity and Efficiencies

4. Rick Hinton
@rfhinton
Vice President
Products &
Solutions
Blogger: SME for Portal Solutions
Digital Workplace Today Blog
A passion for helping organizations use collaborative technologies and analytics to enable
informed decisions at the individual and organizational level.

5.  Better Visibility, Better Decisions
 Power BI Overview
 Getting Connected
 Building Reports and Visualizations
 Share and Collaborate
 Power BI Mobile Apps
 Getting Started
 Q&A
Agenda

6. What tool are you using today?
 Excel (PowerPivot or other)
 Microsoft Power BI 1.0
 SharePoint Dashboards
 Microsoft SQL Server
 Other (Tableau, Qlikview, other)
Poll

7. OLD
Weekly or monthly reporting cycles
Manual refresh of data
Posting or emailing of spreadsheet
Static charts and graphs
No mobile access or alerts
NEW
Daily updates and instant sharing
Automatic refreshes of data
Access through multiple devices
Apps w/ interactive visualizations
User-defined mobile alerts
Better Visibility, Better Decisions
7
^

8. Data sources Power BI service
SaaS solutions
e.g. Marketo, Salesforce, GitHub,
Google analytics
On-premises data
e.g. Analysis Services
Organizational content packs
Corporate data sources or external data
services
Azure services
Azure SQL, Stream Analytics…
Excel files
Workbook data / data models
Power BI Desktop files
Data from files, databases, Azure, and
other sources
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaborationNatural language query
Reports
Datasets01001
10101
Power BI Overview
8

9. Getting Connected
9

10. Data Connectors
DEMO

11. Power BI REST APIs
Data sources
SaaS solutions
e.g. Marketo, Salesforce, GitHub,
Google analytics
On-premises data
e.g. Analysis Services
Organizational content packs
Corporate data sources or external data
services
Azure services
Azure SQL, Stream Analytics…
Excel files
Workbook data / data models
Power BI Desktop files
Data from files, databases, Azure, and
other sources
Power BI Desktop
Prepare Explore Report Share
Power BI service
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaborationNatural language query
Reports
Datasets01001
10101
Power BI Desktop: Building Reports and Visualizations
11

12. Power BI Desktop: Building Reports and Visualizations
12

13. Power BI Desktop
DEMO

14. Power BI Service: Share and Collaborate
14

15. Search to Find Answers
15

16. Power BI Service
DEMO

17. Power BI Mobile Apps
17

18. Share and Collaborate
18

19. Share and Collaborate
19

20. Power BI Mobile Apps
DEMO

21. Accelerated 2 week program
Power BI Jumpstart Services

22. Power BI Accelerated Jumpstart Services – Getting Started
22
Week 1 2
Discovery Session
9/7/2015
Design Dashboards
9/9/2015
Build Connectors
9/14/2015
Test
9/16/2015
Deploy
9/18/2015
Discovery Design Connect Test Deploy
› Determine Functional
area (sales, marketing,
finance, etc.)
› Determine key
metrics/KPIs to track
› User groups identified
› User needs/
requirements – analysis
and output.
› Mock ups of dashboards
› Spreadsheets with
sample data and
calculations
› Identification of data
sources
› Configure pre-built data
connectors
› Develop any custom data
connections
› Run tests on data
connectors
› Validate report output
mobile functionality
› Train power users
› Go live!

23. Accelerated Power BI On-Ramp Service
Get up and running on Power BI in 2 weeks with Portal
Solutions. We will design dashboards, configure data
connectors, install apps and set up alerts.
portalsolutions.net/schedule-a-consultation-power-bi
Learn More
Next Steps

24. ADDITIONAL SLIDES
24

25. Connector List
25
As of Aug 31, 2015

26. Connectors
26
As of Aug 31, 2015

27. Sample picture
27