Power BI is a powerful data visualization and reporting tool that allows nonprofits to leverage their data. The webinar provided an overview of Power BI and how nonprofits can get started using it. Attendees learned about Power BI licensing, how to connect data sources, and tips for creating basic visualizations and reports. Nonprofits can use Power BI to validate and analyze data, answer questions, identify trends, drive cultural change, and better communicate with constituents.

1. Power BI for Anyone
Getting Started

2. ALYSSA FORD
Director of Consulting Services
Pronouns: She/Her
As the Director of Consulting Services, I lead a team of
individualscommitted to helping nonprofits access and leverage
technology in a way that is customized to their mission. Our
team works with nonprofits to help guide them on the path to
impact through services includingstrategy, implementation of
cloud-based solutions,enhancing use of data through
visualization,and measuring impact.

3. WE’RE A NONPROFIT ON A
MISSION TO USE TECHNOLOGY TO
BETTER SERVE THE WORLD.

4. NONPROFIT
TECH SERVICES:
• Managed IT Support
• Cloud Services
• Security & Compliance
• Data Support
• StrategicConsulting
• Machine Learning & AI
• Community
Integrated Design
NONPROFIT
EDUCATION & TRAINING:
• Reports
• Consumer Guides
• Assessments
• Workbooks & Articles
• Online Training
• Free Webinars
WORKFORCE
DEVELOPMENT:
ITWorks & CXWorks:
Free IT and Customer
Experience trainingprograms
PunchCode:
12-week immersive
programmingbootcamp
We do this by delivering tech services, education, and training that
help nonprofits and communities thrive.

5. WE GET IT.
We’re a nonprofit too.
WE TRULY CARE.
Our first priority is to help.
WE DELIVER.
We work with the brightest minds in tech to
bring you superior products and services that
are affordable.
WE’RE AGILE.
We constantlyevolve to address
changing landscapes.
WE COLLABORATE.
We work with tech and corporate powerhouses
to provide you with the best tools and platforms.
WHY TECH IMPACT?
We’ve helped thousandsof organizationsuse technologyto make a bigger and better impact on the
communities they serve.

6. AGENDA
1. What is Power BI + Licensing
2. Power BI Basics
3. How Nonprofits are Using Power BI
4. Getting started
5. Tips and Tricks - Setting up a report - Best Practices
6. Q&A
• All attendeelines willremain muted
• Pleaseconnectto audio bydialing in (toll) or byusing yourcomputerspeakers(VoIPTollFree).
• If you havedialed in by phoneselectTelephoneandenter youraudio PINnumber in theaudio panel
• If you loseaudio,pleaseexitoutof thepresentationand reconnect
• We arerecordingtoday’spresentationand youwillbesenta link to thewebinar recording
• Pleaseusethe“ChatTab” to askus questions.

7. Power BI is a powerful, low-cost tool that allows you to take
your data from virtually any source (Excel files, Salesforce,
SurveyMonkey, SQL server, SharePoint, etc.) and turn it into
meaningful visualizations
What is Power BI?
•Data Aggregator
•Data ModelingEngine
•Data Reshaping Tool
•Data VisualizationToolkit
•InteractiveReporting Platform

8. Licensing
FREE $3/user/mo.*
*With Nonprofit Pricing. Standard pricing is $9.99/user/mo.

9. Why Do I Need Pro Licenses?
• Create workspaces to organize your reports
• Share your reports across the organization
• View reports shared with you
• Subscribe to reports to view them in your email

10. Power BI Basics
Power BI Desktop – primarily used for
complex data manipulation before the data is
visualized. Can also be used to create
interactive reports. Free download.
Power BI Service– website app with
live visualizations.
Currently, trial versions of Power BI Pro available
for free for 60-day trial within Office 365
After free trial, Pro license costs depend on your
O365 plan

11. Connect to your data
• Currently 114 native connectionsavailable
• Connect to all these data types and more –
• if your data lives in Excel, that works just great!
Not seeing your datasource? Check the current list to find out if there’s a native
connectionavailable:https://docs.microsoft.com/en-us/power-bi/power-bi-data-sources

12. How Nonprofits are Using Power BI
• Data Validation
• Answer Questions
• Identify Trends
• Cultural Change
• Communicate to Constituents

13. Data Validation

14. Answer Questions

15. Identify Trends

16. Cultural Change

17. Tech Impact Annual Report - Power BI
• Created in Power BI
• Pulling data directly from data sources such as
Salesforce and Quickbooks
• Took the place of our annual report for 2016
▪ Which would have been out of date as soon as it was
printed (before we even put it in the mail)!
TECHIMPACT.ORG1
2
3
Communicate to Constituents

18. Getting Started –
Don’t worry about making it pretty
1. Downloadthe desktop application (Free!)
https://powerbi.microsoft.com/en-us/downloads/
2. Watch the Tech Impact video on getting started: No Analyst Required
http://bit.ly/37XD5fL
3. Check out the short, guided learning videosfrom Microsoft
https://docs.microsoft.com/en-us/power-bi/guided-learning/
4. Start with:
1. Quick Trends
2. Filter/Cross-Filter
3. Add Table Details
4. Data Validation

19. Tips and Tricks
• Use an Excel file for yourfirst report
Excel is an easy connector and the data table in Power BI looks similar to an Excel sheet. This
is a good transition into the platform
• Pick a dataset your familiarwith
Knowing what’s included in the data and being able to identify why certain visualizations
look the way they do will help in learning about slicers and settings
• Start in the desktop application
It’s easier to connect to and manipulate data
• Publish reports to the web
When getting started, publish to ‘My Workspace’ to access reports from anywhere
• Create Workspaces to share reports with other users
This requires a Pro license and makes it easier for everyone to organize and access reports

20. Questions?

21. TECHIMPACT.ORG
THANK YOU
For more information or questions contact
Linda Widdop at: linda@techimpact.org
Resources
Power BI
• Short, guided learning videos from Microsoft: https://docs.microsoft.com/en-us/power-bi/guided-learning/
• Discussion forum: http://community.powerbi.com
• Power BI blog: https://powerbi.microsoft.com/en-us/blog
• Available connection: https://docs.microsoft.com/en-us/power-bi/power-bi-data-sources
• Custom visuals repository: https://app.powerbi.com/visuals
• Power BI UserVoice suggestion box: https://ideas.powerbi.com
• Tech Impact Getting Started Video: No Analyst Required: http://bit.ly/37XD5fL