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3 Types of Dashboards Executives Need Today

3 Types of Dashboards that Executives Need Now In this blog, we will be doing a quick review of the benefits associated with each of the 3 types of dashboards to determine which is right for your business. The common dashboards are operational, strategic, and tactical. To learn the basics of dashboards, refer to our previous blog detailing the properties of dashboards in Power BI. Operational Dashboards An operational dashboard is a tool that is used to monitor business processes that fluctuate constantly and the current performance metrics vital to your business. These dashboards often update on a minute to minute basis providing the most accurate and up to date information. Operational dashboards frequently used to monitor a company's progress towards a specific metric or goal, usually a specific department or branch. Azure Monitor tracks the usage and capacity of Azure applications IndustrySafe provides up [...]

By |2020-06-05T13:57:54-05:00June 5th, 2020|Business Intelligence, Power BI|Comments Off on 3 Types of Dashboards Executives Need Today

Power BI Desktop Overview for Beginners

What is Microsoft Power BI Desktop? Unlock your data with Microsoft Power BI Desktop the developer tool for the Microsoft Power BI platform.  Power BI is a self-service business intelligence platform designed to enable automation and insights into your business.  Create interactive data visualizations and reports with Microsoft’s flagship data visualization software.  Connect to over 90+ data sources, including Azure data or SQL Server.  Import and transform your data set in Power BI then build reports that let you see trends, patterns and outliers in your data.  Frequent software enhancements are automatically applied with Power BI updates.   Publish your reports to PowerBI.com and access the data via the web or Power BI mobile.  Get started for free and upgrade to Power BI Pro to share your content. CDO Advisors Power BI Desktop Canvas Integrate Your Data in Power BI Desktop Unlock your data by combining data inside [...]

By |2020-06-26T11:41:12-05:00May 20th, 2020|Power BI|Comments Off on Power BI Desktop Overview for Beginners

Use Power BI Decomposition Tree for Root Cause Analysis

Power BI Decomposition Tree Breaking Down Your Data Use the Decomposition Tree Visual in Power BI to explore your data and gain insights into how parts contribute to the whole.  Drill into hierarchies to see how each part contributes to the total.  Enable faster analysis for your team and gain data driven insights.  Using this visual enables you to break down a metric by the dimensions of your data to see the impact of each.  This can be used for root cause analysis such as failure of parts, operational processes or determining where you highest sales are coming from. How to enable decomposition tree in Power BI While in Preview mode, you will need to enable the feature in the Power BI options and then restart Power BI.   First, Open Power BI Desktop and the select File > Options and Settings and then Options.  This will open the Options [...]

By |2020-06-26T10:27:32-05:00November 13th, 2019|Power BI|Comments Off on Use Power BI Decomposition Tree for Root Cause Analysis

5 Keys to Get Employees Using Your Dashboards

Get Employees Using Your Dashboards I frequently work with companies that have existing reports and dashboards in place from legacy platforms.  Often I hear that they invested in the product and built a solution and then were unhappy with the adoption by their employees.  This is more common than it should be and has left a bad perception of data reporting platforms in the minds of many executives.  Working with a variety of companies has allowed me to see what does work to increase user adoption and increase the usage of an modern enterprise data and reporting platform.  There are five keys to a new reporting platform initiative that has lead to successful solutions. Management Use of the Dashboards The highest levels of management and the business sponsor must use the solution.  They need to use it as much as possible and let others see them using it.  This could [...]

By |2020-05-17T10:58:49-05:00October 2nd, 2019|Power BI|Comments Off on 5 Keys to Get Employees Using Your Dashboards

CDO Advisors Quick Start Packages

Power BI, Analytics and Data Science Quick Start CDO Advisors Quick Start packages offer businesses a low cost option to explore Power BI, Analytics or data science.  Executives know they need better information from their data and are often confused on what technologies are available to transform their data.  You know your management team is frustrated by their ability to make data driven decisions based on data science and predictive analytics.  Our quick start packages are designed to get you a working proof of concept in as little as 5 or 10 days.  All of our packages leverage your data to provide better reporting, analytics, or data science.  As a result of these packages, see exactly what your business could gain by investing in these technologies with minimal cost. Power BI Consulting CDO Advisors can help you implement Power BI Dashboard and reporting solutions in many areas such as: Healthcare [...]

By |2020-05-17T12:02:54-05:00May 12th, 2019|Power BI|Comments Off on CDO Advisors Quick Start Packages

Power BI and Sales

Sales Management Dashboard with Power BI The example below creates a Power BI sales dashboard solution to visualize sales data for a sales manager.  The data is loaded into Power BI to create several views that enable everyone from Sales Managers to Sales Reps to gain insights into the performance of the sales team. To see the complete solution - Power BI Sales Dashboard   CDO Advisors Microsoft Power BI Solutions: BI as a Service – Low Monthly Fees, Pay Per Month Per User Executive Dashboards – Get Dashboards in 4 Weeks Healthcare Dashboard Proof of Concept – SEE your data visualized Microsoft Power BI Demo – Compare your current reporting to Power BI Power BI Quick Start Solutions – Ready to start or enhance your Power BI? Train Your Team – Remote Power BI Developer and End User Training Use Power BI for Finance Teams – Learn how Power BI can improve operations Virtual Chief Data Officer – [...]

By |2020-05-17T12:04:47-05:00August 31st, 2018|Power BI|Comments Off on Power BI and Sales

Power BI Data Quality

Build Power BI Data Quality Dashboards Organizations continue to struggle with data quality in their applications.  Finding and cleaning core data elements can often be time consuming and difficult to organize.  Business users need an easy way to see current issues in their data as well as make changes in source applications to see the impact of data corrections.  Business Analyst can create Power BI Data Quality Dashboards directly against source data to uncover data issues. In this Power BI Dashboard for Product Sales, I built data grids and graphs that show sales by Product Type, Retailer Type and Product Line.  Power BI automatically groups the data on the content available in the data.  Below are examples of data issues that popped out as I was building my dashboard. Spotting Data Quality Issues Product Type - The data shows sales for Eye wear and Eyewear, Latern and Laterns, Sun [...]

By |2020-05-17T12:13:26-05:00August 26th, 2018|Power BI|Comments Off on Power BI Data Quality

Use Power BI Project Tracking Reports on Capital Projects

Power BI Project Tracking - Capital Projects This example pulls data related to projects and creates a dashboard that enables users to quickly see actual vs budget and variance.  The status of the projects are shown as well as the breakout of projects by sponsor.  The graphs are interactive and can be filtered by selecting a checkbox on the right such as CapEx or OpEx or by selecting a section on a graph such as Refinery.  There are two pages on this report to provide a comprehensive view of your projects.   To see the complete report - Capital Project Dashboard   CDO Advisors Microsoft Power BI Solutions: BI as a Service – Low Monthly Fees, Pay Per Month Per User Executive Dashboards – Get Dashboards in 4 Weeks Healthcare Dashboard Proof of Concept – SEE your data visualized Microsoft Power BI Demo – Compare your current reporting to Power BI Power BI Quick Start [...]

By |2020-05-17T12:09:56-05:00July 23rd, 2018|Power BI|Comments Off on Use Power BI Project Tracking Reports on Capital Projects

Power BI and Credit Union Membership

Credit Union Membership Map in Power BI This example uses membership data for a fictional credit union to map the members by zipcode.  A heatmap is then created to show which zip codes have the most members.  The darker the color the more members are in that zip code.  In addition, the 4 branch locations are added as red pins with a 10 minute drive time.  The map is interactive and clicking on a zip code or push pin will highlight the appropriate data.  This information was also combined with US Census data to show the number of households by income bands to help you determine where to build new locations or target your marketing efforts. Click here for the full interactive report - Credit Union     CDO Advisors Microsoft Power BI Solutions: BI as a Service – Low Monthly Fees, Pay Per Month Per User Executive Dashboards – Get Dashboards [...]

By |2020-05-17T12:11:53-05:00July 23rd, 2018|Power BI|Comments Off on Power BI and Credit Union Membership

Power BI and Retail Sales

Retail Sales Dashboard with Power BI The example below creates a Power BI solution to visualize retail sales data from each store.  The data is loaded into Power BI to create several views that enable everyone from store managers to regional executives to gain insights into the performance of stores and products.  Easily see the percentage of sale by different categories such as Business Segment, Region, Category or Location. To see the complete solution on PowerBI - Retail Sales Dashboard CDO Advisors Microsoft Power BI Solutions: BI as a Service – Low Monthly Fees, Pay Per Month Per User Executive Dashboards – Get Dashboards in 4 Weeks Healthcare Dashboard Proof of Concept – SEE your data visualized Microsoft Power BI Demo – Compare your current reporting to Power BI Power BI Quick Start Solutions – Ready to start or enhance your Power BI? Train Your Team – Remote Power BI Developer and End User Training Use Power [...]

By |2020-05-17T12:12:38-05:00July 17th, 2018|Power BI|Comments Off on Power BI and Retail Sales
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