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[v1.0.3]-PowerBI-Interactive-Tutorial.pptx
- 1. Power BI Interactive Training This PowerPoint is designed to be an interactive tutorial to Power BI. Please press F5 on your keyboard to start slideshow. After starting as a PowerPoint Presentation, please click here to begin
- 2. How to navigate this Interactive PowerPoint Presentation This presentation is designed to be an interactive space while providing information. Whenever you see a GOLD ringed box, it means you can click or select an interaction within the presentation. Click or Select Here Alternatively, you can also hit the [ENTER] or the [arrow keys] on your keyboard to navigate through animations. Click Here to Continue
- 3. How Does Power BI Work with Seattle U? How Do I Navigate Power BI? Power BI Interactive Training The goal of this training is to provide a general overview of each of these questions. You can also click on the icon to return to this page. Click on the icon to end the presentation. Click on How Does Power BI Work With Seattle U for an overview of the Power BI Tool or click on How Do I Navigate Power BI for an introduction on the tools used within Power BI. Home Page
- 4. How Does Power BI Work with Seattle U? This module will provide an overview on how InformSU is working to support the implementation of Power BI by providing data, reports, and trainings. Continue
- 5. How does Power BI work with InformSU? Here is an overview of the pages in this module. Select any of the boxes below to navigate directly to that page or Continue to begin. What is InformSU? How has InformSU Reporting Evolved? How does InformSU support SU with data? Questions? Contact Us What is coming from InformSU? How will staff and faculty at Seattle U access Power BI? Examples of User Roles for SU Continue What is Power BI? How Does Power BI Visualize Data?
- 6. What does Power BI do? Power BI is a business analytics service that delivers insights to enable fast, informed decisions. Transform data into stunning visuals and share them with colleagues on any device. Collaborate on and share customized dashboards and interactive reports. Visually explore and analyze data—on-premises and in the cloud—all in one view. Scale across your organization with built-in governance and security. Continue
- 7. Visualizations of Data Visualizations allow data to be represented in different ways, leading to insights into data relationships that may not be easily seen. How does visualizing data help users? Continue Power BI allows users to create and adjust visualizations based on their own needs as they look at data. Users will be able to look at data from different perspectives and find insights into data relationships that help them make better informed decisions.
- 8. How has InformSU reporting evolved? A timeline of InformSU reporting processes to present day. 2017 Academic Year Pre-2017 Academic Year 2019 Academic Year Pre-InformSU - SUDDs InformSU – SSRS Continue InformSU (Power BI) InformSU SSRS
- 9. How does InformSU support SU with data? Where is this data coming from? InformSU aims to combine and present data from a diverse set of sources. Reports supporting enrollment analysis and program review are already available, and throughout the next year, more reports will be rolled out. With the start of this academic year, Power BI will act as an analytics tools to access information stored in the new Enterprise Data Warehouse built to replace SUDDS. Power BI allows users to create reports and analytics, schedule reports to run automatically, send reports, and have dashboards with responsive designs. Click here for more information on the data warehouse Continue
- 10. What support is coming from InformSU? InformSU is working to provide support for Power BI across Seattle University. InformSU is working to deploy data models on an ongoing basis. For a more detailed look at the upcoming data models rollout on the InformSU website, click here. The InformSU website posts a schedule of upcoming Power BI office hours along with various training documents here. For questions about Power BI, the InformSU website has a Power BI F.A.Q. and Glossary to help with understanding processes and terms here. Continue
- 11. How will staff and faculty at Seattle U access Power BI? Power BI is already available for SU faculty and staff. Access to PowerBI is provided as part of the office 365 subscription given to all Seattle U faculty and staff. Power BI offers a web app, desktop app, and mobile app for convenient access across varying needs * Mobile app access for Seattle U users coming soon Continue
- 12. Examples of User Roles for SU While not definitive, Power BI users may fall into one of many roles. • Consumer of operational reports in SUDDs and InformSU • MAY want to interact with reports beyond what is available • Labeled as a “consumer” in Microsoft Power BI training manuals General User • High-level executives who use delivered reports or dashboards to answer complex questions with data. • Mainly looking at reports in the Power BI service • Labeled as a “consumer” in Microsoft Power BI training manuals Managerial User • Utilizes queries, formulas, transformations, and visualizations to analyze data • Develops own reports and dashboards to be shared with others • Labeled as a “report designer” in Microsoft Power BI training manuals Advanced User Continue
- 13. Questions? InformSU is here to help! Contact us with any questions about… • InformSU platform • Power BI Reports • Operational Records • Access • Data Validation • Enhancements • Trainings (signup through Engage SU) Click here to send us an email at informsu@seattleu.edu Return to Home Screen
- 14. How Do I Navigate Power BI? This module will provide an overview on logging in to Power BI, the tools available within the web app, navigating a sample report, and suggestions moving forward. Continue
- 15. How Do I Navigate Power BI? Here is an overview of the pages in this module. Select any of the boxes below to navigate directly to that page or select Continue to begin. Accessing the Power BI Web App Navigating the Power BI Workspace Opening a Power BI Report Suggestions for Charting a Power BI Report Training Resources Overview of a Power BI Report Continue
- 16. app.powerbi.com Accessing the Power BI Web App Continue seattleu.edu/mysu/ & click on InformSU To access the PowerBI Web App, open your internet browser and enter the address… OR
- 17. 1) Click Sign In to bring up the login page Logging In to Power BI
- 18. name@seattleu.edu 1) Click Sign In to bring up the login page Logging In to Power BI 2) Log in with your SU credentials
- 19. 3) Enter your SU login password to continue ********** 1) Click Sign In to bring up the login page Logging In to Power BI 2) Log in with your SU credentials
- 20. Navigating the Power BI Webapp Workspace When you first open Power BI, you may see this default screen. This is the Power BI dashboard, but this default page is not the most helpful. You will be using the toolbar here to navigate through the functions of the Power BI Webapp. Click on the Home button to go to the home page.
- 21. This is the main workspace for Power BI. This screen allows users to navigate the Power BI workspace, pull up reports, and share documents or dashboards with other Power BI users. Let’s start with understanding the navigation pane. Workspace Displays information based on the toolbar settings. Clicking on an item on the dashboard will open it. Settings • Notifications • Settings • Downloads • Help & Support • Feedback • Profile Navigation Pane The main navigation directory for Power BI. Continue Navigating the Power BI Workspace
- 22. Navigating the Power BI Workspace Home Favorites Recent Apps Shared with me Workspace Home Favorites Recent Apps Shared with me Workspace Click to explore the different tools of the dashboard. Get Data Get Data Explore a Sample Power BI Report Click on one of the tools to explore the functions of the workspace tools… …or click here to explore a sample Power BI Report
- 23. Home This is the landing page with a summary of items from the other navigation pane selections The documents and spaces that appear here will be different per account based on what is created or shared. Navigating the Power BI Workspace Favorites Recent Apps Shared with me Workspace Get Data Return
- 24. Users have the ability to favorite reports, dashboards, and other Power BI objects. Once a user has favorited something, use this selection to access those items Favorites When you first log in, you won’t have any favorited documents. To favorite a document, click on the star to add it to the favorite menu. Navigating the Power BI Workspace Home Recent Apps Shared with me Workspace Get Data Continue
- 25. Navigating the Power BI Workspace Users have the ability to favorite reports, dashboards, and other Power BI objects. Once a user has favorited something, use this selection to access those items Favorites Return When you first log in, you won’t have any favorited documents. To favorite a document, click on the star to add it to the favorite menu. Your favorited document will appear the next time you access or refresh the favorites page.
- 26. Here users will find Power BI objects you have most recently accessed. Much like the recent history in your web browser, you can quickly find items you have recently used. Navigating the Power BI Workspace Recent Since we recently favorited this document, this star will appear here. You can also unfavorite it by clicking on the star to remove it. Recent documents will appear here Home Favorites Apps Shared with me Workspace Get Data Return
- 27. Seattle University is not using this functionality at this time. Navigating the Power BI Workspace Apps Home Favorites Recent Shared with me Workspace Get Data Return
- 28. This is the location where users will find all the reports and / or dashboards which they have been granted access to. Navigating the Power BI Workspace Apps Home Favorites Recent Shared with me Workspace Get Data *Unless you are the owner of a report, you can not share a Power BI report with another person. Instead, have the other person contact the original owner of the report for sharing access. ** Please remember that SU’s FERPA and Data Security Policies are in effect when considering whether to share any university-related data that has been generated within Power BI. Click here to view Seattle University’s FERPA guidelines. Return You can also navigate which reports are on the dashboard by clicking on different owner groups. Official InformSU reporting will be accessed through this tool.
- 29. These are locations where user groups can share reports and dashboards with other members of their groups. Workspace Apps Home Favorites Recent Shared with me Get Data This is your own personal workspace for designing content within Power BI. Subsequent Power BI trainings will facilitate use of this functionality. If you would like to start self-training sooner, click here. These are workspaces you may collaborate on with other co-workers or user groups. (The workspaces provided here are examples.) Navigating the Power BI Workspace Return
- 30. This is a quick link to ways to pull data into the Power BI service. For general users, this functionality will not be utilized. For other users, additional trainings will be available. Recent Workspace Apps Home Favorites Shared with me Get Data Navigating the Power BI Workspace Return
- 31. For an understanding of how the Term Census Report used for this example was built, click here. Opening a POWER BI Report Let’s open the Power BI report, Term Census Reports. The purpose of the Term Census Reports is to answer questions concerning enrollment data and trends over time at Seattle University. To open the Term Census Report example, click here.
- 32. For an understanding of how the Term Census Report used for this example was built, click here. Opening a POWER BI Report Let’s open the Power BI report, Term Census Reports. The purpose of the Term Census Reports is to answer questions concerning enrollment data and trends over time at Seattle University. To open the Term Census Report example, click here. Term Census Reports Prior to their integration into Power BI, enrolled student term census data were primarily used as the basis for Institutional Research official reporting, including the fall Fact Files. These data provide an overview of how enrollment and registration patterns change over time and across different student populations, including point- in-time views of each term’s enrollment, registration, and credits generated. Data Overview Data available in Power BI extends back to 2008-09 academic years to the current (2018-19) academic year and is available for every term, including summer. Information on basic student characteristics is displayed for each term as well as longitudinally. By-school/department/program/major information is also available for this period of time, also per term or for a series of terms/years. In addition, demographic characteristics as well as denomination reports are also available. Methodology The data used in these reports come from Institutional Research’s 10th day census data snapshots. Each term, IR works with the Registrar’s office to identify and rectify data issues and get an accurate count of enrolled students as of the 10th day of the term. The 10th day of the term is used since it for two reasons: it occurs after the last add/drop day of the term and it allows the Registrar’s office adequate time to update any additional data on students. The result is a consistent view of the data as of the start of each term. For more information on the Term Census Training Manual, email informsu@seattleu.edu. X
- 33. The Power BI Report will open within your Workspace within the Web App. The Power BI tools will remain… …while a new set of tools will appear at the top of the report. Continue Overview of a POWER BI Report
- 34. Sections of a POWER BI Report A Power BI Report is a collection of visualizations that appear together on one or more pages. Visualizations present data in a simple way that provides context and insight. Slicers let users select and manipulate the way data is visualized within a report. Continue
- 35. Applying Slicers to the Report The slicers Fall and 2018- 2019 have been currently. Clicking on a slicer changes how data appears in a visualization. Select the slicer Winter to adjust the data being visualized. The title on the report will also change with the application of a new slicer. Continue
- 36. Saving and Clearing Slicers Sometimes you can apply a number of slicers to your dashboard to cross- reference a larger amount of data. Clicking on Bookmarks can let you save your slicer settings for reference later. Clicking on Reset to Default returns your report to it’s original, default state. Allows multiple Only one at a time The Slicers have been reset. Continue
- 37. Suggestions for Exploring a Power BI Report If each Power BI report is a little different, how can we learn to navigate them? Since Power BI reports are assembled by different developers, the nuances of each Power BI report will be different from the next. Here are some suggestions for navigating and exploring a new report and the ways it can visualize data. Continue
- 38. Hovering Over a Visualization Hovering your mouse over a visualization can bring up options for exploration. Some visualizations have additional options when you move your mouse over them. Pin to Report Currently not supported Focus Mode Enlarges visualization to fill the screen More Options Brings up additional options Open Comments Allows public comments on data that EVERYONE can see Export Data Description Show Data Description Spotlight Description Sort Description * not all tools will be immediately supported. Some will come later. Continue
- 39. Visualizations as Cards Some visualizations are layered cards that show static data and help with navigation. Go to New Student views The “cards” in the Term Census Report actually assume two tasks: Representing data and Navigating the report. Go to New Student views When your mouse hovers over a card, it brings up a navigation card. Navigation Card Clicking on the navigation card will take you to that location in the report. Static Data Displays data affected by slicers that have been applied to the report Continue
- 40. Training Resources Power BI training has been designed to introduce the new tool and the specific reports and dashboards that will run on it. Questions? Consult the Power BI Training Resources by clicking here Return to Home Screen The InformSU Power BI training resources include… • Introduction to Power BI Training Manual • Links to Microsoft provided manuals and video series • Power BI Activity Manager General Ledger Training Manual • Links to a Power BI Glossary • Updated InformSU Power BI office hours • InformSU contact information
- 41. End Presentation Thank you for taking the time to learn about Power BI. For more information or questions, please contact us at informsu@seattleu.edu. End Presentation