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Page 1: This Is How You Do It: Dashboards 103 - CTACNY · This Is How You Do It: Dashboards 103 ... Microsoft Suite of Business Intelligence (BI) Tools ‣Power Query ... BI capabilities

This Is How You Do It:Dashboards 103

PRESENTED BY:

DAVID WAWRZYNEK MS MBA

SENIOR CONSULTANT

CCSI

April 20, 2017

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Dashboards – A Three part series

‣ Dashboards 101 – Understanding and organizing your

data, using Excel as a tool

Thursday March 23, 2017 12-1 pm

‣ Dashboards 102 – Pivot tables and data visualization

Thursday April 6, 2017 12-1 pm

‣ Dashboards 103 – The power of joining data from

different sources to enhance your dashboards

Thursday April 20, 2017 2- 3 pm

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Goal for the Series‣ Provide step by step instructions on how you can take

your raw data and turn it into meaningful and useful

information that can be used for analysis, monitoring

and insights to inform your decision making

‣ To support this process we will provide:◦ The sample database used in the presentation

◦ A recording of each presentation

◦ Together you can use these resources to practice what is demonstrated and learn the

skills that you will need to build your dashboards

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Agenda for today‣ Business Intelligence – Data for decision making

‣ Introduction to the Business Intelligence tools you

have on your desktop today

‣ Demonstration – joining data from multiple sources to

enhance your dashboards

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Business intelligence is a term that refers to skills, processes, technologies, applications and practices used to support evidence-based decision making in organizations. It can be defined as approaches for gathering, storing, analyzingand providing data that helps users to gain insights and make better fact-based decisions.

Business

Intelligence

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Business Intelligence

Gain Insights Make

Decisions

Visualize results

Store information

Gather data

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Microsoft Suite of Business Intelligence (BI) Tools

‣Power Query

‣Power Pivot

‣Power View

‣Power BI Desktop

Page 8: This Is How You Do It: Dashboards 103 - CTACNY · This Is How You Do It: Dashboards 103 ... Microsoft Suite of Business Intelligence (BI) Tools ‣Power Query ... BI capabilities

BI Tools

‣ Data gathering tool in

Excel that can connect to

multiple sources of data

and combine, transform,

and shape information to

be used for analysis

Add-in feature in Excel

that enables you to import

large amounts of data into

Excel and create

relationships, calculated

fields and measures to be

used for analysis

Power Query Power Pivot

Page 9: This Is How You Do It: Dashboards 103 - CTACNY · This Is How You Do It: Dashboards 103 ... Microsoft Suite of Business Intelligence (BI) Tools ‣Power Query ... BI capabilities

If you are interestedBI capabilities in Excel and Office 365

• https://support.office.com/en-us/article/BI-capabilities-

in-Excel-and-Office-365-26c0548e-124c-4fd3-aab3-

5f64568cb743

Power BI – Interactive Data Visualization BI Tools

• https://powerbi.microsoft.com/en-us/

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Questions?

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THANK YOU FOR ATTENDING TODAY’S WEBINAR!

‣Check out our website: www.ctacny.org

‣CTAC email: [email protected]