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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