DASHBOARDS FOR EVERYONEusing Excel and Power BI
Rusty Frioux
Our Goals Today
1. What is a dashboard?
2. Why do they matter to our business?
3. How do we build them?
4. I CAN DO THIS NOW with Excel and Power BI!
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What is a dashboard?
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Business question
KPI
Composition
Trending
Interactive
Drill to detail
Bonus!
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Self Service
Governed KPIs
BYOD
Sharing
Type: Departmental
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Business question
KPI
Composition
Trending
Interactive
Drill to detail
Type: Corporate
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Business question
KPI
Composition
Trending
Interactive
Drill to detail
Type: Tactical
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Business question
KPI
Composition
Trending
Interactive
Drill to detail
Patrick’s Rules for Scorecards
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Rule 1: Is it simple?
Rule 2: Can I see it easily?
Rule 3: Does it show lead and lag measures?
Rule 4: Can I tell if I am winning or losing?
Rule 5: Is there a player and coaches scorecard?
Our Methodology
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ENVISION INTEGRATION ANALYTICS INTELLIGENCE DISTRIBUTION
The modern analytics environment
SSASSQL
Server
SSIS
SSRS
Excel
plus…
The modern analytics environment
SSASSQL
Server
SSIS
SSRS
Excel
Excel Power Pivot
Excel Power Query
Excelw/ Power View
plus…
Allows for self service.
Introducing Power BI! GA as of July 2015
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DEMO TIME (enough talking … .let’s build something)
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