Learn to create, deploy, manage and share data exploration and analytics solutions with Power BI.

1. Self Service in Power BI

2. 2
Session Objectives

3. 3
Reason
Opportunity
Performance
How is my district / region performing?
How are we performing versus competitor products?
Which territories / districts are driving sales?
How does call activity vary across geographies and target types?
Which over-performing geographies can be used to identify best practices?
Which under-performing geographies should be focused on? For these, how should we focus our effort
Drivers for Sales Analytics Metrics

4. 4
KPI
Objectives
Performanceto Goal
Revenue/Profitability(Actual vs Target ) for a specific product, territory, account, sales rep etc.
Sales Performance (Historical, Pipeline, Forecast)
Identify top sales people, customer
Understand what is selling and what is not
Identify deals that have been in the pipeline too long
Determine if forecast/quota will be met for each sales period
Identify who will make their numbers
Productivity Analysis
Monitor sales activities over time
Tie productivity to sales performance
SalesRanking
Identify top and bottom performers based on key sales metrics
Provide insight into why top performers are succeeding, and why bottom performers are not
Account Intelligence
Metric based account plan covering stakeholdermapping, spend, competitive landscape, SWOT etc.
Sales Analytics –Sample Metrics

5. 5
Demo Overview

6. 6
Demo Highlights
Subject Matter–Sales metrics for Global Sales Head of a Product company
Metrics–Performance to Goal, Open Opportunities, related sales rep and accounts
Report Views and Layout –4 quadrant dashboard, time series bubble charts, card tables and power maps
Data–Accounts, Opportunities, Product, Sales Rep, Geography tables from Salesforce.com
Demo Caveats
Data for demo is mocked up
Demo built in a constrained environment
Not designed for ideal performance

7. Data Download -Power Query Integration with Salesforce
From Salesforce Objects
Connects directly to the underlying object tables
Displays a full list of all objects to which the user has access
Users can choose one or more tables and import them into the workbook
From Salesforce Reports
Connects using the Reports API and lets users import reports built in Salesforce
No connection to the underlying objects and rebuilding these views on top.
Users can combine their Salesforce data with other relevant data

8. Data Model and Building Custom Calculations
Load data into worksheet using power query
Use Power Queries to clean and transform the data
Load data into “Data model” or “Worksheet” (Data model preferred while working thru large data sets)
Go to the data model view and join the tables appropriately with the primary keys
Create appropriate calculations/aggregations in the calculation area of data model
Use synonyms to create metadata, save the model and publish to Power BI Site

9. 9
Sales Analytics using Power BI –Ref. Architecture

10. 10
Review Dashboard in Power BI App
Review Q&A in Browser
Data Download use case
Data Model Development
Building Custom Calculations
Visualizations
Dashboard Development
Bubble Chart Creation
Card Image Chart
Power Map
Demo Steps

11. Pricing and Licensing

12. How to Buy Power BI
12
Two options:
MicrosoftVolumeLicensing
Reach out to your Microsoft partner or representative for more information
Microsoft OnlineSubscriptionProgram
Purchase on PowerBI.com

13. Power BI Offers and Pricing
13
Power BI
add-on for E3/E4 Subscribers
Power BI
standalone
Power BI
standalone + Office 365 ProPlus
Pricing is Per User Per Month
Billed Annually ($396/year) ($240/year)
Pricing is Per User Per Month
Billed Annually ($480/year)
Pricing is Per User Per Month
Billed Annually ($624/year)
* 40% off promotion for Office 365 E3 or E4 customers. Ends December 31, 2014.
Pricing Shown is US Commercial ERP through the Microsoft Online Subscription Program
Choose the right option based on what you already own:

14. Sign up For Trial Version

15. Thank You
15
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