All you must know
about Power BI!
August 29, 2023
Customer Success Team
Monthly Virtual Event
3 © TechSoup Global. All Rights Reserved.
• Use the Chat function to type in your questions and comments.
• For Closed Captioning, please click and then "Turn on Live Captioning."
Housekeeping
4 © TechSoup Global. All Rights Reserved.
Join our Exclusive Quad Community!
Join Quad Here
• Peer-to-Peer community
• Exclusive Events
• High level technical support
• Get to know other nonprofits in
your area!
• Access to numerous discounts
and more!
5 © TechSoup Global. All Rights Reserved.
Today’s Agenda
1. Introductions
2. Power BI licenses Pricing and Overview
3. Why getting Power BI?
4. I already got Power BI, What can I do with it?
5. What IS this Fabric thing we hear about?
6. Best practices of the Data Gods for Power BI
7. Q&A session
Meet the Customer Success Team
Ja'Rod Morris
Director, Customer Success
Kevin Mulhall
Sr. Technical Customer
Success Manager
Chemierra McNeil
Customer Success Manager
Tony Phipps
Technical Customer
Success Manager
Ashley Hendershott
Customer Success Lead,
MMD
Jonathan Mules
Customer Success
Operations Associate
Vanessa Jimenez
Program Manager, Digital
Customer Success
We are excited to help you achieve your goals faster!
Meet Chris Wagner!
Our special guest
Chris Wagner is a Director of Data Solutions at Baker Tilly, a
Microsoft MVP, and founder of KratosBI.com. He has over two
decades of experience in helping organizations transform their
data and analytics capabilities across various industries. He is
a dynamic speaker, a popular YouTuber, and a passionate
educator on all things data. He believes that data is the
ultimate driver of value and action and that everyone can
become a data hero.
Contact information:
Email: chris.wagner@bakertilly.com
LinkedIn: https://www.linkedin.com/in/wagnerchris/
Website: https://www.youtube.com/c/ChrisWagnerDataGod
Power BI
Pricing
License
Name
Features Who should get it? Price How do I get it?
Power
BI Pro
• Create
dashboards
• Share and
publish
dashboards with
others
• Collaborate with
other Power BI
Pro users
• The team/user that
builds reports for your
organization
• A user that needs to
visualize their data
• Someone that needs to
share their reports
$3.00 per
user /
monthly
TechSoup Catalog Page Link
If you need assistance placing
your order, contact us at
CSPSupport@techsoup.org
Power
BI (free)
• Create personal
dashboards
without the option
of sharing
• View-only shared
dashboards
• A user that needs to see
the shared data
• A user that wants to
create personal reports
that do not need sharing
$0.00 per
user
Microsoft Power BI Page
Power BI Overview
Power BI is a unified, scalable platform for self-service and enterprise business intelligence (BI).
You can visualize any data and share the visuals into the apps you use every day.
Why getting
Power BI?
• Easy to create dashboards
• Integrates with your frequently
used apps
• Tons of available training online
• TechSoup's Power BI courses
made for Nonprofits
• Reliable Microsoft product
• Cheaper than other visualization
tools
11 Copyright © TechSoup Global. All Rights Reserved.
What can I do with Power BI?
12 Copyright © TechSoup Global. All Rights Reserved.
What IS this Fabric thing we hear about?
Introducing
Microsoft
Fabric
Fabric brings together existing offerings
like Data Factory, Synapse, and Power BI
into a single unified product for all your
data and analytics workloads:
 Data Factory (data integration)
 Synapse Data Engineering
 Synapse Data Warehouse
 Synapse Data Science
 Synapse Real-Time Analytics
 Power BI (Business Intelligence)
 Data Activator
Fabric Next Steps
Fabric Pathfinder – Jump Start Creation
Data Analyst Data Scientist
Data Engineering
Data Science
Data Analyst
Data Engineering
OneLake
OneLake
Data
Warehouse
Data Factory Real-Time
Analytics
Real-Time
Analytics
Azure ML
Data Flow Dataset Measure
Workspace Tabular Editor
15
Fabric as a Product
FABRIC OVERVIEW
Enterprise
Department
Team
Individual
Tighter Controls
Looser Controls
IT
–
developed
and
maintained
Fewer
creators,
more
consumers
More
creators,
fewer
consumers
Business
developed
and
maintained
Push down content
Reporting platforms
Knowledge Management
Information sharing
Permanent record
Subject to compliance
Change Management
Push up content
Power BI Desktop &
Excel
Personal / private views
Data science exploration
Certified
Promoted
16 Copyright © TechSoup Global. All Rights Reserved.
Best Practices
Get Started
Use what you need based on what you know
• If you use SQL, use SQL
• If you use Python, use Python
Break out work into:
• Data Engineering
• Data Analytics
• Data Science
Fail Fast
Keep things simple
17 © TechSoup Global. All Rights Reserved.
Questions & Answers
18 Copyright © TechSoup Global. All Rights Reserved.
Learn Connect
Digital Transformation Forum
https://bit.ly/3ASktwF
Digital Skills Center
Training Courses
https://bit.ly/3xV72dp
Resources
Connect
Monthly Virtual Office Hours
Save the date! Keep your eye open for our
next Office Hours on September 26th.
We will chat about The Magic to Good
Marketing: Insights Learned from
Interviewing 404 Nonprofit Leaders.
Microsoft Cloud: Getting
Started Guide
https://bit.ly/3C30n3c
Community
Get
Started
19 Copyright © TechSoup Global. All Rights Reserved.
Additional Resources
Resources:
• Schedule a Free Consultation
• Utilization Requirements for Donated Microsoft Cloud
Licenses and How to Access the Usage Report
• Digital Assessment Tool - analyze the current state of
your organization's technology. The tool will
provide recommend products, services, and
resources to make your systems and processes work
better for you in service of your mission.
• TechSoup Product Catalog
Blogs:
• Microsoft Cloud Licenses Pricing Changes
• The Right Microsoft 365 and Office 365 for Your
Nonprofit
• What You Need to Know About Microsoft 365
Nonprofit
Thank You!
customersuccess@techsoup.org

All you must know about Power BI!

  • 1.
    All you mustknow about Power BI! August 29, 2023 Customer Success Team Monthly Virtual Event
  • 2.
    3 © TechSoupGlobal. All Rights Reserved. • Use the Chat function to type in your questions and comments. • For Closed Captioning, please click and then "Turn on Live Captioning." Housekeeping
  • 3.
    4 © TechSoupGlobal. All Rights Reserved. Join our Exclusive Quad Community! Join Quad Here • Peer-to-Peer community • Exclusive Events • High level technical support • Get to know other nonprofits in your area! • Access to numerous discounts and more!
  • 4.
    5 © TechSoupGlobal. All Rights Reserved. Today’s Agenda 1. Introductions 2. Power BI licenses Pricing and Overview 3. Why getting Power BI? 4. I already got Power BI, What can I do with it? 5. What IS this Fabric thing we hear about? 6. Best practices of the Data Gods for Power BI 7. Q&A session
  • 5.
    Meet the CustomerSuccess Team Ja'Rod Morris Director, Customer Success Kevin Mulhall Sr. Technical Customer Success Manager Chemierra McNeil Customer Success Manager Tony Phipps Technical Customer Success Manager Ashley Hendershott Customer Success Lead, MMD Jonathan Mules Customer Success Operations Associate Vanessa Jimenez Program Manager, Digital Customer Success We are excited to help you achieve your goals faster!
  • 6.
    Meet Chris Wagner! Ourspecial guest Chris Wagner is a Director of Data Solutions at Baker Tilly, a Microsoft MVP, and founder of KratosBI.com. He has over two decades of experience in helping organizations transform their data and analytics capabilities across various industries. He is a dynamic speaker, a popular YouTuber, and a passionate educator on all things data. He believes that data is the ultimate driver of value and action and that everyone can become a data hero. Contact information: Email: chris.wagner@bakertilly.com LinkedIn: https://www.linkedin.com/in/wagnerchris/ Website: https://www.youtube.com/c/ChrisWagnerDataGod
  • 7.
    Power BI Pricing License Name Features Whoshould get it? Price How do I get it? Power BI Pro • Create dashboards • Share and publish dashboards with others • Collaborate with other Power BI Pro users • The team/user that builds reports for your organization • A user that needs to visualize their data • Someone that needs to share their reports $3.00 per user / monthly TechSoup Catalog Page Link If you need assistance placing your order, contact us at CSPSupport@techsoup.org Power BI (free) • Create personal dashboards without the option of sharing • View-only shared dashboards • A user that needs to see the shared data • A user that wants to create personal reports that do not need sharing $0.00 per user Microsoft Power BI Page
  • 8.
    Power BI Overview PowerBI is a unified, scalable platform for self-service and enterprise business intelligence (BI). You can visualize any data and share the visuals into the apps you use every day.
  • 9.
    Why getting Power BI? •Easy to create dashboards • Integrates with your frequently used apps • Tons of available training online • TechSoup's Power BI courses made for Nonprofits • Reliable Microsoft product • Cheaper than other visualization tools
  • 10.
    11 Copyright ©TechSoup Global. All Rights Reserved. What can I do with Power BI?
  • 11.
    12 Copyright ©TechSoup Global. All Rights Reserved. What IS this Fabric thing we hear about?
  • 12.
    Introducing Microsoft Fabric Fabric brings togetherexisting offerings like Data Factory, Synapse, and Power BI into a single unified product for all your data and analytics workloads:  Data Factory (data integration)  Synapse Data Engineering  Synapse Data Warehouse  Synapse Data Science  Synapse Real-Time Analytics  Power BI (Business Intelligence)  Data Activator
  • 13.
    Fabric Next Steps FabricPathfinder – Jump Start Creation Data Analyst Data Scientist Data Engineering Data Science Data Analyst Data Engineering OneLake OneLake Data Warehouse Data Factory Real-Time Analytics Real-Time Analytics Azure ML Data Flow Dataset Measure Workspace Tabular Editor
  • 14.
    15 Fabric as aProduct FABRIC OVERVIEW Enterprise Department Team Individual Tighter Controls Looser Controls IT – developed and maintained Fewer creators, more consumers More creators, fewer consumers Business developed and maintained Push down content Reporting platforms Knowledge Management Information sharing Permanent record Subject to compliance Change Management Push up content Power BI Desktop & Excel Personal / private views Data science exploration Certified Promoted
  • 15.
    16 Copyright ©TechSoup Global. All Rights Reserved. Best Practices Get Started Use what you need based on what you know • If you use SQL, use SQL • If you use Python, use Python Break out work into: • Data Engineering • Data Analytics • Data Science Fail Fast Keep things simple
  • 16.
    17 © TechSoupGlobal. All Rights Reserved. Questions & Answers
  • 17.
    18 Copyright ©TechSoup Global. All Rights Reserved. Learn Connect Digital Transformation Forum https://bit.ly/3ASktwF Digital Skills Center Training Courses https://bit.ly/3xV72dp Resources Connect Monthly Virtual Office Hours Save the date! Keep your eye open for our next Office Hours on September 26th. We will chat about The Magic to Good Marketing: Insights Learned from Interviewing 404 Nonprofit Leaders. Microsoft Cloud: Getting Started Guide https://bit.ly/3C30n3c Community Get Started
  • 18.
    19 Copyright ©TechSoup Global. All Rights Reserved. Additional Resources Resources: • Schedule a Free Consultation • Utilization Requirements for Donated Microsoft Cloud Licenses and How to Access the Usage Report • Digital Assessment Tool - analyze the current state of your organization's technology. The tool will provide recommend products, services, and resources to make your systems and processes work better for you in service of your mission. • TechSoup Product Catalog Blogs: • Microsoft Cloud Licenses Pricing Changes • The Right Microsoft 365 and Office 365 for Your Nonprofit • What You Need to Know About Microsoft 365 Nonprofit
  • 19.