Knowledge Session - Power BI

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In this Knowledge Session we will give you an overview of Power BI including: how to set up data sources, viewing the gateway, publishing data to the cloud and accessing that data. We will also cover how to create a report and the different types of reporting cycles available, plus explain the difference between ad hoc and pre-canned analysis.

Power BI enables you to connect to your system, prepare and model data, and securely share your insights. You can connect to multiple data sources to manage every aspect of your business and embed your reports into your app or website. Power BI reports can be accessed on premise or in the cloud through platforms such as Excel, Salesforce, Google Analytics, Social Networks, and IoT devices. Upgrading to Power BI Pro allows you to collaborate freely and create dashboards that give you a real time view of your business. As well as keeping your data GDPR compliant, you can access your data through the Power BI app to share and make changes on the go.

The Power BI eco system is made up of data sources which can be made up of various systems such as Dynamics NAV and Dynamics 365 Business Central as well as third party systems such as Quickbooks and Facebook. A data warehouse will be built from these sources to combine all your data and allow you to report on the information you need. You may also wish to work with data from outside of the data warehouse, and this can be achieved by adding pre-built cubes to bring in different business areas such as Finance, Sales, Warehousing etc.

Within Power BI you can structure your data by creating workspaces and allow users access through Power BI Pro. Users can access and edit these reports as well as creating their own. Additionally you can create shared workspaces to enable teams to collaborate on tasks, and as Power BI is a cloud based solution the reports can be accessed anywhere.