The document discusses the concept of dashboards and their significance to businesses, outlining how to build them using Excel and Power BI. It highlights various types of dashboards, such as departmental, corporate, and tactical, along with key performance indicators (KPIs) and essential rules for effective scorecards. The methodology includes tools like SSAS, SQL Server, and Excel features that facilitate self-service analytics.

1. DASHBOARDS FOR EVERYONE
using Excel and Power BI
Rusty Frioux

2. 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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3. What is a dashboard?
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 Business question
 KPI
 Composition
 Trending
 Interactive
 Drill to detail

4. Bonus!
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 Self Service
 Governed KPIs
 BYOD
 Sharing

5. Type: Departmental
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 Business question
 KPI
 Composition
 Trending
 Interactive
 Drill to detail

6. Type: Corporate
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 Business question
 KPI
 Composition
 Trending
 Interactive
 Drill to detail

7. Type: Tactical
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 Business question
 KPI
 Composition
 Trending
 Interactive
 Drill to detail

8. 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?

9. Our Methodology
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ENVISION INTEGRATION ANALYTICS INTELLIGENCE DISTRIBUTION

10. The modern analytics environment
SSAS
SQL
Server
S
S
I
S
SSRS
Excel
plus…

11. The modern analytics environment
SSAS
SQL
Server
S
S
I
S
SSRS
Excel
Excel
Power Pivot
Excel
Power Query
Excel
w/ Power View
plus…
Allows for self service.

12. Introducing Power BI! GA as of July 2015
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13. DEMO TIME
(enough talking … .let’s build something)
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