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1
2
Hundreds of resources
Visit the Resource Library
on the Senturus website
to download this presentation
and explore other assets:
senturus.com/resources
2
Agenda
•Introductions​
•What is the real meaning of self service
•Understanding your audience
•Leveraging Power BI functionality to make an enterprise workbook
• Bookmarks
• Insertable Objects
• Publishing
• Designing to the audience
•Senturus overview​ and additional resources​
•Q&A
3
Patrick Powers
4
•Consultant and Trainer
Senturus, Inc.
Michael Weinhauer
Director
Senturus, Inc.
Introductions
Enjoy the full webinar presentation
This slide deck is from the webinar Creating a Power BI
Report Your Boss Can Navigate
To view the FREE video recording and download this deck,
go to https://senturus.com/resources/power-bi-report-
navigation/
5
Terminology for the PBI world
• Pages
• Reports
• Dataset
• UX
• Dashboard/dashboard style
6
What is self-service?
• There’s a difference between self-service development and self-
service access
• Modern tools allow users of all skillsets to develop and build
top-quality analytics
• But what about when you need to share with the enterprise?
7
What is self-service?
• Even the easiest of tools is
aimed at the developer not
the end user
• Consumers are our target
audience, and we have to
deliver something that works
for them
8
Understanding your audience
• Not all users process data the same way
• A finance person consumes reporting differently than a
marketing person
9
Understanding your audience
Consider HOW a person will consume reporting:
• On a laptop?
• Desktop monitor?
• Or perhaps a mobile device:
• Tablet or phone??
10
Leveraging Power BI functionality
• Power BI gives us many built-in features that make designing a
good end user experience a snap
• From bookmarks to shapes, and effectively using the selection
pane, an author can build something any user can consume
11
Bookmarks
• Bookmarks allow us to create “data
states”
• Typically used for selecting views of data
• Can also be used to dynamically navigate
pages or hide and show objects as
needed
12
Insertable objects
• Use shapes, images and
buttons to make a workbook
truly interactive
• Buttons are especially useful
for mobile delivery
13
Publishing tips
When publishing remember:
• Only include the right amount of
pages
• Hide pages that don’t need
direct access
• Name everything in business
terms, not technical!
• This means attributes in the dataset
too!!
• Test on multiple devices and
multiple profiles
14
Power BI demos
15
Creating an enterprise workbook
Laying out aesthetics first
Using the formatting pane
Adding navigation and bookmarks
Publishing
See the demos in this presentation at
https://senturus.com/resources/power-bi-report-navigation/
Learn more: in-depth Power BI training
Full Power BI curriculum offered to groups onsite or online
Topics include
• Creating and sharing reports and visualizations
• Data Prep and Modeling
• Admin
• https://senturus.com/training/powerbi/
16
Additional resources
17
Insider viewpoints
Technical tips
Unbiased product reviews
Product demos Upcoming events
More on this subject
Upcoming event
•Rock Ad Hoc Cognos Reporting: Data Modules + Framework Manager
•Enabling high performance ad hoc reporting in Cognos
•Thursday, August 12, 2021, 11am PT/2pm ET
18
Your path to modern BI
19
Accelerating self-service analytics
for the enterprise
Decisions and actions
Business needs
Bridging the gap
20
Analysis-ready data
Full spectrum of BI services
• Data preparation and modern data warehousing
• Dashboards, reporting and visualizations in Power BI,
Cognos and Tableau
• Hybrid BI environments (migrations, security, etc.)
• Software to accelerate bimodal BI and migrations
• BI services and support retainer (expertise on demand)
• Training and mentoring
21
22
Instructor-led online courses Self-paced learning
Mentoring
Tailored group sessions
Complete BI training
A long, strong history of success
•20+ years
•1350+ clients
•3000+ projects
23
24
Join the
Senturus team
We’re hiring talented and experienced professionals
• Senior Microsoft BI Architect
• Senior BI Architect/Project Manager
• Senior Azure Architect
• Modern Analytics Solution Architect
• ETL Developer
• And more
See job descriptions: https://senturus.com/why-senturus/careers/
Send your resume to jobs@senturus.com
© 2021 by Senturus, Inc. This presentation may not be reused or distributed without the written consent of Senturus, Inc.
www.senturus.com 888 601 6010 info@senturus.com
Thank You

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User-Friendly Power BI Report Nav

  • 1. 1
  • 2. 2 Hundreds of resources Visit the Resource Library on the Senturus website to download this presentation and explore other assets: senturus.com/resources 2
  • 3. Agenda •Introductions​ •What is the real meaning of self service •Understanding your audience •Leveraging Power BI functionality to make an enterprise workbook • Bookmarks • Insertable Objects • Publishing • Designing to the audience •Senturus overview​ and additional resources​ •Q&A 3
  • 4. Patrick Powers 4 •Consultant and Trainer Senturus, Inc. Michael Weinhauer Director Senturus, Inc. Introductions
  • 5. Enjoy the full webinar presentation This slide deck is from the webinar Creating a Power BI Report Your Boss Can Navigate To view the FREE video recording and download this deck, go to https://senturus.com/resources/power-bi-report- navigation/ 5
  • 6. Terminology for the PBI world • Pages • Reports • Dataset • UX • Dashboard/dashboard style 6
  • 7. What is self-service? • There’s a difference between self-service development and self- service access • Modern tools allow users of all skillsets to develop and build top-quality analytics • But what about when you need to share with the enterprise? 7
  • 8. What is self-service? • Even the easiest of tools is aimed at the developer not the end user • Consumers are our target audience, and we have to deliver something that works for them 8
  • 9. Understanding your audience • Not all users process data the same way • A finance person consumes reporting differently than a marketing person 9
  • 10. Understanding your audience Consider HOW a person will consume reporting: • On a laptop? • Desktop monitor? • Or perhaps a mobile device: • Tablet or phone?? 10
  • 11. Leveraging Power BI functionality • Power BI gives us many built-in features that make designing a good end user experience a snap • From bookmarks to shapes, and effectively using the selection pane, an author can build something any user can consume 11
  • 12. Bookmarks • Bookmarks allow us to create “data states” • Typically used for selecting views of data • Can also be used to dynamically navigate pages or hide and show objects as needed 12
  • 13. Insertable objects • Use shapes, images and buttons to make a workbook truly interactive • Buttons are especially useful for mobile delivery 13
  • 14. Publishing tips When publishing remember: • Only include the right amount of pages • Hide pages that don’t need direct access • Name everything in business terms, not technical! • This means attributes in the dataset too!! • Test on multiple devices and multiple profiles 14
  • 15. Power BI demos 15 Creating an enterprise workbook Laying out aesthetics first Using the formatting pane Adding navigation and bookmarks Publishing See the demos in this presentation at https://senturus.com/resources/power-bi-report-navigation/
  • 16. Learn more: in-depth Power BI training Full Power BI curriculum offered to groups onsite or online Topics include • Creating and sharing reports and visualizations • Data Prep and Modeling • Admin • https://senturus.com/training/powerbi/ 16
  • 17. Additional resources 17 Insider viewpoints Technical tips Unbiased product reviews Product demos Upcoming events More on this subject
  • 18. Upcoming event •Rock Ad Hoc Cognos Reporting: Data Modules + Framework Manager •Enabling high performance ad hoc reporting in Cognos •Thursday, August 12, 2021, 11am PT/2pm ET 18
  • 19. Your path to modern BI 19 Accelerating self-service analytics for the enterprise
  • 20. Decisions and actions Business needs Bridging the gap 20 Analysis-ready data
  • 21. Full spectrum of BI services • Data preparation and modern data warehousing • Dashboards, reporting and visualizations in Power BI, Cognos and Tableau • Hybrid BI environments (migrations, security, etc.) • Software to accelerate bimodal BI and migrations • BI services and support retainer (expertise on demand) • Training and mentoring 21
  • 22. 22 Instructor-led online courses Self-paced learning Mentoring Tailored group sessions Complete BI training
  • 23. A long, strong history of success •20+ years •1350+ clients •3000+ projects 23
  • 24. 24 Join the Senturus team We’re hiring talented and experienced professionals • Senior Microsoft BI Architect • Senior BI Architect/Project Manager • Senior Azure Architect • Modern Analytics Solution Architect • ETL Developer • And more See job descriptions: https://senturus.com/why-senturus/careers/ Send your resume to jobs@senturus.com
  • 25. © 2021 by Senturus, Inc. This presentation may not be reused or distributed without the written consent of Senturus, Inc. www.senturus.com 888 601 6010 info@senturus.com Thank You

Editor's Notes

  1. The first question we usually get is “Can I get a copy of the presentation?” Absolutely! It’s available on Senturus.com. Select the Resources tab and then Resources Library. Or you can click the link that was just posted in the GoToWebinar Control panel. Be sure to bookmark the resource library. It has tons of valuable content addressing a wide variety of business analytics topics.
  2. Joining us today is…..Patrick Powers Patrick has 20 years of experience in business intelligence and data analytics. He’s one of our trainers, delivering classes on Power BI, Tableau and Cognos. His certifications include multiple programming languages, including Java and C++, and database certification (MS SQL).
  3. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  4. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  5. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  6. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  7. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  8. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  9. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  10. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  11. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  12. Today we will be doing three demos, time allowing. In these demos we will show you how adding some simple visual features and effects can make a huge difference towards user satisfaction and acceptability. In these demos we will: Leverage DAX to create a multiple measure visualization allowing users to get more in less space Create hover over tooltips to once more provide greater detail in a condensed footprint Conditionally format data with DAX to help users quickly see trends and patterns
  13. Creating and sharing reports and visualizations is offered to groups and online. We will offer this in self-paced format in the coming months
  14. Senturus provides 100s of free resources on our website. We have been committed to sharing our BI expertise for over a decade. Go to Senturus.com/resources You can also see recordings of Patrick’s two last webinars: Power BI Builder and Paginated Reports AND Power BI Data Cleansing and Power Query Editor.
  15. At Senturus we concentrate our expertise on business intelligence with a depth of knowledge across the entire BI stack.
  16. At Senturus, our clients know us for providing clarity from the chaos of complex business requirements, disparate data sources and constantly moving targets. We have made a name for ourselves because of our strength at bridging the gap between IT and business users. We deliver solutions that give you access to reliable, analysis-ready data across the organization so you can quickly and easily get answers at the point of impact: the Decisions you Make and Actions you Take.
  17. Our consultants are leading experts in the field of analytics, with years of pragmatic, real-world expertise and experience advancing the state-of-the-art. We’re so confident in our team and our methodology that we back our projects with a 100% money back guarantee that is unique in the industry.
  18. We provide training in the three top BI platforms. We are ideal for organizations running multiple platforms or those moving from one to another. We can provide training in many modes and can mix and match to suit your user community.
  19. We have been focused exclusively on Business Analytics for 20 years. (2001 start) We have worked across the spectrum from Fortune 500 to mid market, we have solved business problems across many industries and function areas including in the office of finance, sales and marketing, manufacturing, operations, HR and IT Our team is large enough to meet all your business analytics needs yet small enough to provide personal attention.