Designing and Commissioning Power BI Reports

OVERVIEW

• What is Power BI? 

  • What problems does it solve? 

  • When is it a suitable solution? 

  • When might it not be suitable?

  • Common use cases for Power BI Reports

  • Paginated vs Interactive Reports

MANAGING POWER BI REPORT DESIGN & DELIVERY

• The Report Design Process

• Setting achievable goals

• Enabling Data-Driven Decision Making

• Making a business case for developing a Power BI Report

• Usage Metrics - is anyone using the reports we have? 

• Report design considerations

  • Considering the audience

  • Reports for exploration vs Reports for explanation

  • Colour and Accessibility

  • Charts that Highlight or Filter

  • Using Slicers vs using the Filter Pane

  • Using Bookmarks & Buttons to save views of the data.

  • Designing for Mobile devices

• Choosing compelling visualisations that work together to tell a story

FEATURES & LICENCES

• Power BI Licensing (Free, Pro and Premium)

• Reports, workspaces, dashboards, apps

• Premium Workspaces

• Personalising reports

  • Bookmarks

  • Personalising Visuals

  • App Audiences

• Integrating Power Apps into Power BI

DATA MANAGEMENT & GOVERNANCE

• Sharing, onward sharing and QR Codes

• Organising data in workspaces

• Power BI Tenant settings you should be aware of (e.g. allowing data to be shared across workspaces)

• Is it safe to use the "App Source" marketplace to find additional visualisations? 

• What is a Data Gateway?

• Row and Object Level Security

• Lineage view / related content - tracking the source of the data

• Direct Query vs Import

• What is Fabric?

• Scheduled Imports

WORKSHOP - SCENARIOS TO REVIEW

• Can I make a business case for Power BI? 

• How will I manage or oversee the project? 

• What features should I ask for? 

• Reviewing Power BI Reports

  • What design decisions were made?

  • What audience was this report designed for? 

  • How could the report be improved? 

• Commenting and providing feedback on Reports

FUTURE TRENDS IN POWER BI

• What's new in Power BI? 

• Machine Learning and Artificial Intelligence in Power BI

• How might Power BI look in the future?