Tracey: Welcome everyone. This is Tracey Santos from Encore Business Solutions and this afternoon you’re gonna be listening to me presenting a little session on Powering up with Power BI. So for those of you that may already be familiar with Power BI, this is going to be a quick overview about Power BI and a bit about the background and how we got to the stage we’re at right now.
I better go to the next slide. There we go. Okay and I’m Tracey for everyone who doesn’t know me. So I’m gonna start a little bit before the slide about Power BI. About two years ago we had done user group across Western Canada and I was actually doing some dashboards in Power BI, so this was, you know, Power BI two years ago and how much it’s changed it’s incredible. The difference in what you can do and how easy it is to do your data visualization today with Power BI as opposed to two years ago. I’m super excited about the future of Power BI as I’ve been able to see how difficult it was for me to go and create those dashboards in our user group two years ago where, at that time, Power BI was really Power Query and Power Pivot embedded in Excel. So, they’ve really improved the user experience.
Another thing that I found really supportive and helpful from a Microsoft perspective is the amount of online resources. They have lots and lots of videos in YouTube tutorials that walk you through how to use Power BI. So, we’ll talk about Power BI today although I’m talking a little bit about Power BI and Dynamics GP, you can use any data source. So, we’re gonna be touching on that a little bit.
So, again as the slide says it’s basically a data visualization tool, very easy to use and I can take an Excel spreadsheet and use that as my underlying data source. Or it could be, for example, I wanted to compare how weather impacts my business or how traffic impacts my business. You can take those different components of data sources or sets and then reflect that on how it impacts your data and your business and how things are coming together.
So we’re gonna go ahead and we’ll proceed here. We know a little bit about what is Power BI there and the information from Microsoft. And it has been around since 2015 and components are offered in most Office 365 plan. So when we talk about that we’re gonna kind of walk you through the different components and versions of Power BI, so you can understand how that will play into how you’d like to deploy Power BI in your business.
And again, it’s very, very easy to use and allows people even in publishing information allows them to consume that information and then change the visualization so it makes sense to them. And you can have it in the cloud or on-premise that’s a question that client had for me a few weeks ago saying, “You know, we don’t have our data up in the cloud and we wanna make sure that we’re controlling that.” And absolutely your data can be on-premise. It doesn’t have to be up in the cloud to be able to leverage Power BI. And again it’s fully integrated with all of the Microsoft products.
So here’s a little bit about the license and how that works. So the Power BI desktop is free, you can download that. And again they’re constantly updating it so there is, you know, as recent as a few weeks ago there are some new improvements of that. So, again that, kinda, gives you a snapshot of what you get for free, and again you can use that on your desktop. Now, we want to be able to share and collaborate those…the pricing is there on appraiser per month basis and again you can try that out for free to see how that would work for you. And then we have also the Power BI premium.
So those different iterations of those licenses, if you need more information we can help you and provide that information. Our contact information will be at the end of the session and you’ll be able to find out how you use. I know it is a component of Office 365 so again if you’ve got those Office 365 licenses, you’re going to get even more benefits than just purchasing the Power BI Pro separately or Power BI Premium. So you can have lots of great benefits of having those Office 365 licenses, and if you need any information about Office 365, please reach out to our team. We’ll be happy to have that conversation with you.
So that Power BI Desktop you can go ahead and download, you can download that today. I don’t know most of you probably have been playing around with it so far anyways and that’s why you’re on this webinar today. And again there are some limitations, but again you can explore that and great to be able to try that out for free and then see if you do wanna go on to the share and publish. And that’s where that Power BI Pro comes into play, is that ability to have that. So that just a little bit of information there for you so you can understand the difference between Power BI Pro and Power BI Premium.
When we talk particularly about GP, we have lots of reporting tools and Dynamic GP. There’s actually I think seven reporting tools provided with GP and now this is another extension of that, so it’ll be eight reporting tools. So in GP, you have Excel refreshable reports, you’ve got SmartList, you have Word templates, you’ve got the original report writer that came with GP, lots of different options we can connect to use Excel and connect to the data source and pull the information out of GP. So lots of tools that you’re familiar with using…also SQL reporting services [inaudible 00:06:17] is another one SQL reporting services.
So, again Power BI allows us to connect to GP as the data source and allows that for easier visualization. So sometimes clients will say “Oh, I really wanna be able to that in SmartList.” And so…and they love using SmartList and making all those ad hoc queries, so that’s a tool that you use for that. But I wouldn’t use SmartList for my data visualizations mainly because the data is static. Excel refreshable reports take us a little bit further because we’re using leveraging Excel and we can refresh the data, and we can make some dashboards in there as well. But the toolset is a bit limited as far as…you can do your graphs and have all those components, and what Microsoft has done is taken that, evolve that or made a revolution of Excel and developed Power BI, so it allows us to be able to… You don’t have to know how to build a pivot table because it’s already dealt…that hard work is already done for you and so it makes a lot easier.
So, something about the content packs. You know, if you’re logged into Dynamics GP, right now at 2016, you’ll see the ability to go and connect your Power BI and in 2018, there’ll be some content packs. So here on Power BI Pro, you’d be able to have those content packs. We’ve also built content packs as well. I can’t say that word very well, content packs, on Encore we’ve built some and they’re available for purchase. So, if you wanna be able to use it, a free tool of Power BI Desktop and you’d like some content packs, we’ve developed some of those and I’ll be showing executive dashboard today as we work together through this presentation.
Going to the next slide. So typically, this is the flow of the information. So again, we’re going to bring the data into our desktop to create a report. And then you’ll be able to publish that, share that with other people available on their mobile device. So again that whole mobile world and having access to information anytime, anywhere in the world you wish, I mean you’ve got that ability and you can also interact with that information as well.
So before I go to the next slide which is the end of our questions which we’re gotta get to our presentation first, so we don’t wanna go to that part of it. I’m gonna go in, I’m gonna be showing you a various forms. I’ve got my Power BI Desktop as well as Power BI Premium to show you. But I’m gonna start at one of the Power BI dashboards or visualizations that we’ve built, that we were using internally and I just wanna give you a quick brief look at a spreadsheet. So here is a spreadsheet. Spreadsheet with columns of information, there’s data in there, so we see that just using Excel.
And then we’re gonna go in and I’m gonna bring up… This is my Power BI Desktop, so you can see here, it lets you know it’s Power BI Desktop. And I am connected to that Excel spreadsheet. So if I look here you’ll see that those columns are those columns that we saw in that Excel spreadsheet. So I’ve taken that information, so when you looked at that spreadsheet, it wasn’t very interesting. But I’ve taken that data and I’ve built this dashboard so I’m able to look at that information and it’s a lot more meaningful and I’ve got slicers in here. So, in our… we’re using it internally, we wanna say, “Great.” We wanna know what type of add-on product for GP that has to do with data management. So by putting those slicers in there, I can filter the data and it will be reflective of my information here, so this is a lot more meaningful, a lot more interesting than just looking at that Excel spreadsheet.
I just wanted to show you an example of just looking at from an Excel spreadsheet, I made it a lot more interesting than how it just looked on that Excel file, and really easy to do. So we’re gonna be building something really easy together as well today. So now I’m gonna go over…so you can just see how what the other kind of presentation layer is. Now, I’m on a Power BI on the web. And you’ll see that this looks a little bit different than where we were before in the fact that when I’m working with this information, I don’t have that ability to see the fields anymore. So, now I’m a consumer of this information. I can work with the data a little bit but I can’t go and build something from scratch. That would be done on your Power BI Desktop. And so here is my…I’m in my workplace which I logged into Office 365 and I’ve selected Power BI. So you can see here if I go over to my home area of my Office 365, I have all these different components of Office 365 and I happen to be working in Power BI at the moment.
So this particular dashboard that I created, again, was from the Excel spreadsheet, and in this case and we’re gonna be looking at some dynamics GP information in a moment. But I’ve got that ability, I can still work with this data but I’m not building it from scratch and I can’t change my source data. So this would be more where I’m sharing this. [inaudible 00:11:54] for people to consume. And so this particular one, why I brought this one up as I had different components of data. So this is about vehicles, so selling vehicles. And I have put some different parameters on there. So this particular…I wanna be able to say “Well, what are my count by vehicle status?” And then I also had by prospect description, my count of vehicle status. And then I wanted to have a list view where it saw the data, not in a graphic but it just listing it out and then I had a line chart there. So, again as I hover over that information, it gives me a little bit more information.
When you’re working with Power BI, you can have as many pieces that you want to have on your dashboard. So again typically you’re looking at…you want it to be pleasing and consumable. So sometimes, if you have too much information on one particular dashboard, that can be overwhelming. So that’s something to keep in mind. And again, with Power BI, we can go ahead and open that up so that we can see that information a little bit more clearly and enlarge that information. And when I wanna go back, I can just go back out of it.
So again, I’m sharing this out with my team members. I created it but now I’m publishing it and I’m sharing it out. Now, they might have questions they want of the data. So again, you can click in to here and say “Ask your question.” And again, if I hover over different areas, I can say “Oh, I’d like to see the dealer sold vehicles by month.” And what it is doing is taking a slice of the information I created on the dashboard that lets me query [SP] and ask further questions. So depending on what you’re want to look at or maybe I want to look at how many trucks were sold in [inaudible 00:13:44] and then I’ve got my another categorization of my OEM type. So again, you’ve got the ability to…even as I’m not the person who created the report, I’m the consumer of the report because it was published and shared out, I can ask my own type of questions of that data to get to the information that I need. So I exit out, and I’m right back at my dashboard.
So we can go and see that information that we looked at on my Power BI Desktop was my Encore presentation, so it’s the same information we are looking at earlier, but from that spreadsheet, I was able to repurpose that information here so it was more consumable. I clicked on it…I’ve got it fused different samples here just so you can see how this might look. And again, everyone is going to have different format or perhaps an overarching theme for their business, and that’s so great about it, it’s so easy to use and flexible and you can put your logos on here and make it consistent. So when you’re building out your different dashboards and reports, I mean, you got that ability to create that. And again we have the ability to go ahead and open that up as well as we’ve got the ability to go and say “I want to go and drill down a little bit further on that or not.” So we’ve got that open menu there. Pick up the [inaudible 00:15:22] and drill down little further. I’ll show you another example on one of my other dashboards that I have.
So again, on my workplace, I’ve got my dashboards, I also have my reports. So if I go back into here and go into here…when I’m at the report level I may able to go a little bit deeper into the analytics whereas the dashboard is more static in what items that I can change and manipulate and not. So I’ve got that report area, I’ve got my workbooks and then I’ve got my data set. So those are all the data sets I have access to for building out reports and publishing out reports. There are also apps that you can link into, so there’s different components or report types or ability to have different visualizations that you can purchase, and some of them are free and you can download those to apply to the dashboard that you’ve created.
So I’m gonna go out of my Power BI Premium and I’m going to go into my Power BI Desktop for Dynamics GP that I’ve put on top of my Dynamics GP deployment just so you can see how that would work. And we can go ahead and we’ll walk you through this particular dashboard and we can go and build out some dashboards ourselves. So I’m just gonna minimize this and just show you Dynamics GP. So I’ve logged into Dynamics GP and you can see that I’ve got Power BI right here on my desktop. And I’m looking at that. So when we go ahead and we can go and edit, change those details, you’ll see that in Power BI we can have a variety of different reports available to us. And again, depending on what you have built, you have that ability to publish that.
So it’s really interesting here is I have the ability to publish information in Dynamics GP that actually has nothing to do with GP if I wanted to. So you can see here that I had that quorum sales that was from a spreadsheet, it had nothing to do with GP, yet I could publish that up on here. And also I could have information that comes from Excel or comes from the internet information, maybe there are some statistics I wanna grab and combine that with my Dynamics GP information and have that all available here for consumption.
Now, when we’re working in Dynamics GP, we’ve got the ability to consume those reports and dashboards right here within GP. But I would have the same ability to see of those reports and dashboards outside of GP through my Power BI Desktop. And that’s where I’m in right now, I’m in Power BI Desktop and so you’ll see that these visualizations and fields and filters have reappeared because we wouldn’t have that in Power BI Premium or Power BI Pro, you don’t have the ability to do that part of that building of those dashboards and reports.
So let’s go and we’ll have a look at the basic components of this. And again, very comparable to most of the Microsoft products that you’ve used in the past, so again I’ve got that ability, I’ve got a file home view. So again I might have a report that I’ve already looked at or a file that someone wants to share with me or I’m gonna import something, so again, you’ve got that ability to import Excel or maybe you’re going to have…there’s a Power BI template that you wanna be able to import, and then also too when I wanna publish. So when I’m finished working on my report on my dashboard, I can go ahead and publish that to Power BI Premium, in Power BI Pro so that I can share that out in my organization. So go back off of here.
So I just wanna take you through some of the components here. so the report view, which is what I mean right now, has five main areas. So there’s the ribbon, which is this top part up here, which again some components will look familiar to from Excel when we use Power Query and Power Pivot. And then we’ve got the canvas which is this area here that we’re working in. So I actually go in, we’ll go into a blank page so you can see. So this is your canvas where all of your data visualizations will be created and arranged. And then we have our pages there. So you can see here that this particular workbook is comprised of many different dashboards, and you can go ahead and select the page, add them, you can duplicate them, so I made a duplicate of the Sales Tab itself.
And then we have our visualization area or pane. This is where you can change the visualizations, customize the colors or accesses, apply filters, drag fields and more. So this is their main area that you’re gonna working in as you build out your visualization, that’s a hard word to say. Then we have our fields pane, sort of fields are obviously where we’re connecting to the data. So for example, in the Excel file, you’d see all the different columns listed here. This printer one you can, for those of you that are familiar with Dynamics GP, you’ll see in here are some of the fields within the table for the customer master, and so that’s where I’m able to pull those fields on to my report.
So I’m gonna start back here, we’ll start at the top which is our executive dashboard. And it is basically using information directly from Dynamics GP. So again, I can connect to my data source. So you can see here that I’ve got here… In this particular example, I’ve got two Fibercom companies or two test companies in my Dynamic GP deployment. And I can pick and choose and I’ve just said “I know, I’m just gonna be using Fibercom Limited right now,” so I selected that and you’ve also got that ability to choose which you here of the data that you wanna look at and which countries. So again, maybe my sale centric force, so I wanna be able to look at certain revenue from different areas of the globe and I can look at that.
So that many parts on here, so we had again these are more like highlights or fact boxes that give an executive, a quick information: what’s our revenue at, what’s our cost at a gross margin, etc. So get really bold up there. It gives you that information really quickly, and then we get the abilities to see revenue and costs and gross margin by month. Now, I wanna pop that out I can pop it out and be able to see that a little bit more clearly, and maybe I wanna be able to drill down on that. So you’ve got next…be able to go the next level in the hierarchy. So when we think about our data and we can think about hierarchy, so for example, if it was GL accounts and we’ve got categories or if we’ve got customers and we have classes or vendors and classes or product groups, you’re able to go and drill down to that next level in the hierarchy, and so it breaks that down. So currently right now, this went in by day, our revenue and cost by day. So we’ve got a revenue cost and gross margin by day. Got that ability to drill down further on that. We also have the ability to, there’s some more options here, is you can export the data or see the data. So again perhaps something like to see it more in a written format…numerical format rather than a visual format, you’ve got that ability to do that as well. So again it gives you lots of options and you can see that by that simple one mouse click or touch pad or if I’m on my phone, I could, you know, use the touch pad and be able to get to that information really quickly. So that usability is very much…has advanced significantly from the earlier versions of Power BI and it gives you a lot more than you could get just simply using Excel.
And so we’ve got a variety of information that an executive would want to know. And again we’ve tried to showcase the different visualizations. So you can see here over on this side, there are many, many, many types of visualizations. And again we tried to, kinda, showcase the different ones here. So again, depending on how you want to see it, how easy it is for you to consume that information, it gives you that flexibility of showing you how that would come about. So you’ve got the ability that block type visual as opposed to the blob visual, so again depending on your business and the types of things that you would like to see.
So this is our executive dashboard and there’s the components to break it down a little bit further. So for example, if I wanted to learn a little bit more about my sales business and where that is spread out, again showcasing the different types of visuals, and I’m sorry I… there’s a one component I haven’t installed here, so one of my components of my dashboard is not showing up.
When we’re on something like this, again we can make the different components connected or disconnected, that’s entirely up to you, but when you are clicking on different items, you can highlight that and have the rest of the dashboard reflect on what you’ve selected. So again, I went and selected on that Cantata fax phone and all of the sudden all the other components adjusted accordingly and then I would click back on there so that I can see the information altogether. But again that’s entirely up to you as you filter through and look at information. So again, the person who would be you’re publishing this out and sharing it, they’re gonna be able to have that same ability to interact with that data.
So again to just show you, if we break it down even further, that sales detail comes along as well. So now we went from a data visualization down to the ability where sometimes, you know, myself being an accountant, I wanna know, What was the SOP number? And who was the customer and what did we sell them? And what was my gross margin? So again, very data rich and ability to see exactly the answer to your questions. You know, I wanna know great what items are my customers buying and which are most profitable.
We put some budging information in here as well just to round it up from a finance perspective. We put in the accounts and the different budget amounts so we put in there. So again, you’ve got the ability to choose different account types and account categories to filter that down. So for example, if I only want to look at my cash account, so I could see that. Very easy to interact with the data and this ability gives us…this application gives us the ability to build out these dashboards specifically for different areas of the business. So although I know I could go into GP and quickly get to this data, it will not be as interactive as using a tool set such as this. So I’m really excited about it and I love playing around with it. I’m not an expert by any means but from what I have learned so far and how painful it was before to build those dashboards, I’m super excited about this.
Again, wanting to see more information from a different perspective, I’ve actually got the transaction detail here and again, being able to query and filter that. And these are some of the filters that we’ve built for this presentation but again you’ve got the ability to have many, many different types of filters and slices just like you’re used to working in Excel, you can go as deep as you wish. I went in and I was looking at…copying out the sales and just removing some of the components just to let you see it a little bit easier so that we’ve really jam packed that other sales dashboard. And I’m just gonna show you that again less, sometimes can be more, and when you’re looking at that data. And when I’m looking at this information, maybe I would like to see, “Hmm, what did I sell?” in a different format. I’ve got the ability to see that, again sharing out that information.
So let’s go ahead and we will go on try and build out something really simple for ourselves, so we were on this page. So I’m gonna also show you how to connect your data and we’ll do that, we’ll open up a new page or different workbook. So I’m on here, I’m on this particular new canvas and I wanna go and build something out. So for this particular canvas, I have the ability to go into any one of these different areas of Dynamics GP, so I connected earlier to my Dynamics GP database, knows how to get to that data and I’ve got a variety of different components here.
So when I’m in here, I can click on… I’ve got my sales, so I’ve got a variety of different fields that come from my revenue area of the business, from sales or processing and I’ll go and do a GL one as well just so you can see. But I would, for example, I might wanna see the customer name, so I can go and drag that out, and this is how easy this is, we’ll just drag it there, it’s there. Now that’s not super interesting because it’s just a list of customer names, but I’m gonna go and grab the revenue. So I just scroll down here and they’re all easy names, not table names, so I don’t have to know what SOP 10010 is, I can just simply grab that revenue field.
So I’ve got that now. Great. Awesome looks fantastic. But I’m a visual person, I’d like to look at it a little bit differently. So you can see that when I dropped it in the default, was dropping off to the table. So at that point, I can go and choose any one of these visualizations that I wish, and again I can make that a bit bigger if I want to, maybe I don’t like that, maybe I want it to be a bar chart. So again, you’ve got lots of flexibility and even from within that, you can see here it says, “Revenue by Customer Name,” you can go ahead and change the title of that component. It’s showing here that right now we have “Customer Name” and what’s the legend. So again, you could go and drag a field over here for your legend if you want your legend to be different. In our value with our revenue, so that’s our component. And we can go ahead and do some formatting based on color saturation, maybe we want it to be green, red etc., you can put those rules in there. So you can set, kind of, metrics based on your business and then you’ve got your filters.
So right now, I’m looking at all my customers. You have that same ability to do…whoops that not what I want… You have that same ability to do all of that type of filtering like you did in Excel. So again, I can go…so my filter type is gonna be in my top end and I want to show…I want there top end…top end. I’m gonna go back to basic filtering. so I think I want it to be basic filtering, thank you, not customers, revenue that’s what I want. Maybe it’s not revenue, oh sure I did this yesterday, and now, I’ve forgotten how to do it. Top end showed, there we go. So our top 10 customers’ there. I found it. And then we can go ahead and we would need to put our revenue in here so that knows and we can apply that filter. So now, I was able to put the top end on that particular one and again, you saw and here, you got different types of filtering that you can do. I’ve chosen top end, but you got events filtering and your basic filtering, so customers you want to look at.
Now, let’s say for example, I wanted to look at all my customers. I didn’t look at my top end…maybe I’ll do something else I’m just thinking that. Go to basic filtering and we’re gonna select all, we have all our customers there again. You have that ability to create different filtering options not by embedding it in there and saying your top end, but I have the ability, if I go, and we’ll go back up to our customer name. And if I drop that down here and I go and say that’s gonna be my filter. So again, now I’ve got the ability to filter this way, not that you would do this, but I’m just trying to show you that flexibility of if maybe it was a time frame, a month…you wanted to put your sales by month, you could have that, any type of data slicer that you wanted over here, any of that other ability. And I probably could do that as well. Here, we go and find one of our date filters, so I’ll go here and again, I’m gonna go change that to filtering and changes here and now, I’ve got that simple.
Now, this is…probably wouldn’t do this, but to give you an idea of how you can…how easy it is to go and drag and drop and work with that information based on what you have here. So again, very easy and flexible to be able to build out your different reports and you just share dashboards and then go ahead and publish. So again at that point, I could go and publish that out.
So let’s go ahead and now I just quickly show you. If I was going to do a new dashboard or a new report, we’ll go ahead and open this up. And again, it’s gonna give you lots of help. There is tutorials and forums and lots of videos, but first thing we’re gonna here is that we’re gonna do something new. And I’m gonna say, “Get data.” Go here and then we’ll get data. So at this point, I’m saying “Great, what do I want to get data from?” Well, that’s gonna be my database, so my SQL database, my SQL server would go connect. And at that point, all you need is your server name, so very easy to get that. If you go to your visual studio manager and get your server name and you would pop it in there. And then just so, you know, that you’re gonna choose a data connectivity mode. And so import and then there’s direct query enable to have advantages and disadvantages, but import would mean, “I’m gonna bring a subset of the data locally so that I can work with it.” Direct query means “I’m hitting a SQL database directly.” So that’s how easy it is to connect. That was because I was using… I want to go to SQL, but if it was Excel, you would just go and surf… Go out and look for your Excel file that you want to work with and connect to it and then once you did that, all the sudden all, of those fields would shop here, so really easy to get started.
We’ll close out of this one. I’ve got some files that I need to work on later. But again, that really easy to connect to whatever data source that you might be planning to use. And there are some really great examples. If you go up to the Power BI website where people have taken information from the internet, so example the weather that we’re talking about earlier or the rainfall or maybe it’s the days of sun and how it impacts your business, how it works together or, you know, hospitality industry, you know, our number of tourists are coming, how does that impact your business.
So a great way to see how things outside of your business actually do impact your business, so very interesting and informative of the different types of data that you can get. So I’m encouraging you all to get started on playing with that. It’s great because the Power BI Desktop is free and you already have GP or another Dynamics product. You got the ability to connect to that data source and build out those data visualizations and there’s lots and lots of great, great fantastic information available on the internet for the Power BI website, and we have some blogs as well about that.
So I’m just gonna go…I’ve got a couple of more slides to show you. We’ll go through that and then I’ll open it up for questions. So there’s… I guess I can open it up now. No, I’ve just for member how to open up the lines for people to chat.
Hi, Trevor. Can you tell me how I open this up for people to ask questions?
Tracey: Oh, I’m sorry I’m technically challenged, I can’t figure out how to turn the mute off so that you guys can all talk. If you have any questions there is the question section on the navigation, kinda, area of the Go to Webinar. So if you any questions, you can certainly type in your questions. And there is a question, I will read it out so that we can see.
Wow, that screen is so tiny. When I drill down to some of the details of the individual visualizations of the dashboard, did you build those too? That’s an excellent question, so if there is already a hierarchy that already happens automatically. So for example, if in the database itself…so in this example where we’re talking about GP when I have a category or a class or a grouping, that’s there automatically. But great question. I can certainly ask one of the fellows on our BI team about things that aren’t in categories and groups that already have hierarchies and how we would do that. But I’d have to find out about that.
Trevor: For any different tool visualization…so again, visualization there you can just go see data and it will show you the table.
Tracey: Okay, all right. So, Trevor says, “Yes when I was right clicking doing the see data it was taking me down to the next level of the table that would have all that data available that made up that record or those whatever the…” For example, I was looking at sales and I said, “Show data,” then it’s gonna break that down and show that. And I’m sorry I had built out a report yesterday and I’m like “Oh, this is awesome, it was for AR.” I might go back and just quickly show it, the AR, because I get a lot of people ask me “I wanna print out an error report in Excel and the ones that come out of GP, I don’t like it because of page breaks and different things.” And I said, “Oh, this is awesome.” But it also allowed you, from a customer perspective, then to right click and break out and show all of the documents that made up that AR amount. So I thought that was very interesting.
What is the best way to learn how to flatten data generating your data sets? So that’s a question that’s above my pay grade, but I can certainly take that away Christopher and find out for you and send you an email back.
Okay, all right. Well, I’ve got one more slide here. As I was saying earlier, there are so much information. There is a great information available on the Power BI site or blogs. I’m hoping that we’re gonna have more and more webinars around these great tools that are in Office 365. Oops, I got a couple more questions.
Can you select more than one category in the draw down menu? Yes, you can. Yeah, absolutely. I didn’t show that there is a key control to be able to do that and you absolutely can. So, thank you for your question, Ivy.
When dealing with sensitive data, for example in healthcare, patient, etc. is there a way to set up and block the detail-related data from being viewed by the viewer? Yes, in Power BI, Premium and Pro, there is but not on the Desktop. So for example, when I was doing Power BI Desktop and I had a report, if I wouldn’t save that and then I gave it to Trevor and Trevor had Power BI Desktop on his, he’d see all the data. But there is in the Premium and the Pro.
Okay, another question. Have you heard about… Oh, [inaudible 00:42:24] it’s really cool. What should be…? I don’t know that. Mohit [SP], I haven’t heard of that, I’m sorry. I can’t refer to that.
Are there positive protections for Pro? Well, it’s based on your Office 365 user. So again, that would dictate your rights and access, etc. But if I haven’t answered your question, Francesco, please email me or I can contact you afterwards.
Yes, Collin, it does work as easy with NAV absolutely. Seamlessly integrated with actually, yeah. Trevor, I don’t wanna say that, but yes easier than GP.
Great, okay. So Graziano, you had a question about if you’re doing projects. So you’ve got companies that work on projects so if, you know, for project emergence, how can this be shown? Absolutely. So what we wanna look at is the underlying data. So again, depending on what application using to run your projects, as long as it’s capturing that information, then yes you could go ahead and create those visualizations. So for example, I’ll refer to NAV so NAV, the project part of it is called Jobs, so yes I would just go and pull out all the information, the jobs, and be able to make profitability per job or per project for sure.
Great question, oh great Trevor is gonna answer that.
Trevor: I don’t know if you, guys, [inaudible 00:43:53] The difference between a Reports dashboards and apps, there are… Reports are what you create when you’re in that kind of canvas view that Tracey showed you, and then dashboards are then almost collections of individual visualizations that can then be shared. So what you’re looking right now is a report and then a dashboard is what you actually share out to people. So what you would do is add this report to a dashboard and then share the dashboard or you could add individual visualizations to the dashboard and then share the dashboard. So quick and dirty [SP] classification, reports are what you create dashboards are what you share.
Apps, on the other hand, are collections of data sources, visualization, everything, all kinds of preset groups of functionality whether it’s here is a data set, reports of visualizations that I’ve consolidated and then you can just have people access those, kind of, in, like, one click. So Tracey, actually if you have apps, you can see. That’s one example and if he were to hit to GP there, it would just give you instant access to all of the sort of things that, in this case, Justin had preconfigured for you. And then you can just say, “Share this app,” and it’s like sharing a collection of various data sets, reports and dashboards.
Tracey: There’s limitations on records.
Tracey: No. No limitations on…
Trevor: No limitations on records.
Tracey: Not the little, sure we’ll show. I’ll show them that. I’m gonna go back.
Trevor: Map capabilities…so the map that Tracey has up there, toned and border boundaries are not on this map, but there is a type of map visualization that includes like state boundaries and things like that. This one just has a circle for each…
Tracey: I have access to that other one and…
Trevor: Yeah, there is another one but it’s…it would be a bit of an effort, and I’m not sure of…
Tracey: Okay, awesome. Fantastic. All right, well I’m gonna wrap this up right now. And I am looking forward to our next webinar on Power BI where we’ll go in…probably I’d love to build out a financial dashboard for Dynamics GP and, kind of, mimic off of one of the dashboards that comes pre-built in Dynamics GP from Excel refreshable reports but showing you how much better it can be using Power BI and your GP data. So thank you very much for participating and again, please reach out to those resources, lots of great information and keep checking back on our blog. Talk to you soon.
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