Power BI – Building Interactive Dashboard
Lenny Wu is an Excel veteran for over 25 years. He received his MBA, Finance, from the George Washington University. He has over 18 years’ experience in financial planning and analysis (FP&A), financial reporting and modeling, process streamlining, and US GAAP auditing. He has implemented multiple financial reporting and budgeting systems, among them Adaptive Insights, Quickbooks, Xero, Power BI, OfficeConnect, and Tableau. He also was University Lecturer and Exam trainer with over 5,000 students. His on-line Excel training courses have been learned by over 3,000 students.
The webinar will be presented in four parts.
First, brief introduction to Power BI, how to install it, and compare Power BI dashboard with Excel charts, and other BI tools:
- With Excel:
- More visuals and charts in Power BI;
- Power BI allows users to type their questions and get instant answers, even in the form of charts, which is not possible in Excel.
- Charts are slicers in Power BI
- Publish and share online
- With other BI tools:
- No. 1 leader on the Gartner Magic Quadrant (2020)
- Connects to over 130 data sources, and counting
- Monthly updates, not annually nor quarterly
Second part is to review what we learned in Power Query and Power Pivot in the Power BI environment.
- Power Query: Advanced query editor, add a column from example, unpivot
- Power Pivot: relationship, DAX formulas, Measures, fact/dimension tables
- New DAX measure for commentaries in Part III below
Third, we demonstrate how to build a dashboard based on data warehouse that has been created using in Part II: Table, Card, Slicer & cross filter, Map, Play Axis, Commentaries
Last, we conclude our webinar with:
- Best practices in building a dashboard, and
- Segue to next part of Power BI: Sharing On-Demand Dashboards
- Introduction: why Power BI and how different is it from Excel charts?
- Fundamental visuals and features in Power BI
- Best practices in building a dashboard, and other applications
Who Should Attend
- Business Analysts
- Financial Analysts, Financial Reporting Analysts
- CFOs, VPs of Finance
- Managers ,FP&A, Accounting Managers
- Administrative Assistants
- HR, and other professionals
Why Should You Attend
If you are tasked with building dynamic, self-service dashboard built with artificial intelligence features and you need a crash course to get you started on these and then wow your boss and boss’ boss, then this webinar is for you. Join me in the webinar:
- To learn about cool charts or visuals in Power BI to tell your stories. Such visuals are trending in a movie, and using charts as filters for other charts,
- To learn how to tap into the Artificial Intelligence capability in Power BI by building self-service dashboards to allow users to get insights simply by typing their questions
- To learn about some best practices in creating a dashboard, and
- To briefly explore endless possibilities with Power BI such as custom visuals, power apps, and key influencers
In the 2010s, we used to have the Excel Add-ins to perform simple data transformation (Power Query), data modeling and analysis (Power Pivot), and data visualizations (Power View, and Power Map). I called them the “Power Suite”.
Then a bottleneck was reached, as the largest rows of data allowed in Excel is 1 million rows, and you would be out of luck if you extract tens of, or hundreds of millions of rows of data you want to analyze.
Now in July 2015, a completely new but powerful platform was born that incorporated all the tools in the “Power Suite” as I called. It exists independent of Microsoft Excel and yet allows for hundreds of millions or even more data rows to process in a shorter period of time. This means that people do not have to own Excel in order to use Power BI.
And the biggest win is that it is FREE! Seriously, it is free! Microsoft only charges nominal monthly fees for sharing dashboards online.
So what are you waiting for?! Let’s see what Power BI, equipped with all of the 4 components of the “Power Suite”, can do for us!
Did I mention that Power BI is the first dashboard software to incorporate Artificial Intelligence to create visuals or charts for you when all you need is to type “English words” telling it what to chart??!!