Creating Power BI Dashboards with the Solver CPM System

July 22, 2021

To Receive CPE Credit• Individuals

Participate in entire webinar Answer polls when they are provided

• Groups Group leader is the person who registered & logged on to the webinar Answer polls when they are provided Complete group attendance form Group leader sign bottom of form Submit group attendance form to training@bkd.com within 24 hours of webinar

• If all eligibility requirements are met, each participant will be emailed their CPE certificate within 15 business days of webinar. Due to the large volume of certificates of completion issued, requests to reissue lost or misplaced certificates will be honored up to 60 days following the webinar

INTRODUCTIONS

Charles Allen Senior Managing Consultant• More than 30 years of experience • Solver Certified• 10-time Microsoft GP MVP

Agenda

• What Is This Thing Called Power BI?

• Connecting Power BI to Solver

• Creating a Report

• Publishing Your Report

• Creating a Dashboard

What Is This Thing Called Power BI?

What Is This Thing Called Power BI?

It’s a tool that enables you to take a bunch of data, put it into a collaborative environment, & use that environment to make decisions

It’s an online service

It’s a visualization tool

It’s a report writer

It’s not just one thing

Power BI Components

• Windows desktop application called Power BI Desktop

• An online SaaS service called the Power BI Service

• Power BI mobile apps for Windows, iOS, & Android devices What is Power BI? – Power BI | Microsoft Docs

There’s More!

Power BI Report Builder – Used for creating paginated reports (like a traditional report that can be multiple pages long)

Power BI Report Server – On on-premise report server where you can store reports

Report Builder requires a Power BI Premium license to share reports in the Power BI service

Connecting Power BI to Solver

Steps for Connecting

From the Solver side …

Go to the Data Warehouse >> Configuration >> API section

Select one or more modules

Note: Any dimensions used with the module will be available in Power BI

Steps for Connecting

• From the Power BI side …

• Select Get Data

• Search for Solver

• Get the URL API from the API page in Solver

• Paste it in the box

Steps for Connecting

From the Power BI side …

Select the dimensions & modules you want to use

Select Transform Data to create new measures, columns, & other tasks

Select Load to pull the data into Power BI

Creating a Report

Steps to Create a Report

Select a visualization

Drag fields into the visualization components

Apply some formatting

Add some filters

Types of Visualizations

Area Charts

Bar & Column Cards Donut Gauges

KPIs Lines Maps Pies Waterfall

Treemaps Tables Q&A visual

https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-types-for-reports-and-q-and-a

This Photo by Unknown Author is licensed under CC BY

Visualization Ideas

• Buy additional visualizations from AppSource

• Create your own with symbols based on your business

More, More, More

https://docs.microsoft.com/en-us/power-bi/transform-model/desktop-measures

Create measures using DAX (not the actor, the language)

DAX is Excel-like

Examples

• Year-Over-Year• Rolling Averages

Publishing Your Report

Publishing Your Report

Make sure you have a

Powerbi.com subscription

Create a workspace in Powerbi.com

Select the Publish button on the toolbar

Select the workspace

Creating a Dashboard

Creating a Dashboard

• What is a dashboard?

• It is like the greatest hits of your reports

• It is the key visualizations from a report you want to combine

Creating a DashboardIn Powerbi.com, select each tile (visualization) you want in the dashboard

Resources

• Power BI – https://powerbi.microsoft.com/en-us/

• Guy in a Cube https://www.youtube.com/channel/UCFp1vaKzpfvoGai0vE5VJ0w

• Power BI & Solver – Overview (Solver Academy) https://learn.solvertraining.com/power-bi-overview

• Using Microsoft Power BI (Solver Academy) https://learn.solvertraining.com/using-microsoft-power-bi

BKDTECHNOLOGIES SUPPORT CENTER

• BKD Technologies Support Center for Microsoft Dynamics GP 877.253.7778 (toll-free) GPsupport@bkd.com Monday–Friday, 8 a.m.–5 p.m.

BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org

The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered

CPE Credit

• CPE credit will be awarded upon verification of participant attendance; however, credits may vary depending on state guidelines

• For questions, concerns, or comments regarding CPE credit, please email BKD Learning & Development Department at training@bkd.com

Thank You!Charles Allen, Senior Managing Consultant

713.499.4629 | callen@bkd.com