Chicago, IL

Business Intelligence

Monday, July 26th 2021, 9:00 am

  • Treb Gatte

    Microsoft MVP, MCP, MCTS, MBA, CEO, Marquee Insights

WRK201 - A Beginner’s Guide to Power BI for SharePoint Users

NOTE: YOU WILL NEED A COMPUTER WITH THE LATEST VERSION OF POWER BI DESKTOP INSTALLED PRIOR TO WORKSHOP TIME. THIS IS A HANDS ON WORKSHOP. Need to create stunning dashboards from your SharePoint data? Yes you do! In this workshop, we’ll show you: • How should I approach my BI need? • What things should be considered when creating dashboards? • What are the best practices? • How much is this going to cost me to license? • What security aspects should concern me? Who should take this course: If your company uses Office 365 or SharePoint 2013/2016 and you are a: • Manager • Business Analyst • Power User • SharePoint Administrator • Consultant If you work in these areas, you will see value: • Marketing • Information Technology • Finance • Sales • Social Media The class assumes no prior knowledge of Power BI and Data Concepts. What is required for this class: Install Microsoft Power BI Desktop on your laptop (recommended but not required) We'll provide an Office 365 site for you to use for exercises In this workshop you will: • Learn how to create Production Dashboards using Power BI, from SharePoint list and document library data • How to use Power BI in a multitude of situations, including ad hoc analysis and the creation of formal dashboard. • Learn the Power BI components: Power BI Desktop, PowerBI.com, Power BI mobile applications and how they can be used with Office 365 and SharePoint • Receive an introduction into the core functions of Power BI; Data extraction, loading and transformation using Power Query Formula Language (“M”) and DAX. • Receive some guidelines on how to extract Project data in fast manner. • Discover some data modeling practices that will ensure you have maximum flexibility in analysis. You'll also learn some visualization best practices to ensure you can tell your digital story effectively • Learn best practices for maintaining content with your organization This workshop provides an end to end view of Power BI for Project reporting, so that you are able to use Power BI immediately for your needs.

Monday, July 26th 2021, 1:30 pm

  • Treb Gatte

    Microsoft MVP, MCP, MCTS, MBA, CEO, Marquee Insights

WRK301 - Power BI for SharePoint Users Deep Dive

NOTE: The workshop assumes you have a working knowledge of Power BI and Data Concepts. This is intended as a hands on class. A PC with Power BI Desktop installed is required to get the most out of it. However, you are welcome to attend if you simply want an overview of advanced Power BI techniques. Now that you’ve attended my morning workshop and understand the basics of Power BI for SharePoint Users, we’ll go deeper into what you need to deliver professional looking reports and dashboards. This half day workshop will be spent on learning tips and techniques from the pros on delivering Power BI based apps that are easy to use and are maintainable. In this workshop users will learn: • Learn how to create Production Dashboards using Power BI, from SharePoint list and document library data • How to use Power BI in a multitude of situations, including ad hoc analysis and the creation of formal dashboard. • Learn visualization best practices to ensure you can tell your digital story effectively • Learn best practices for maintaining content with your organization Who should take this course: If your company uses Office 365 or SharePoint 2013/2016 and you are either a • Manager • Business Analyst • Power User • SharePoint Administrator • Consultant If you work in these areas, you will see value • Marketing • Information Technology • Finance • Sales • Social Media

Tuesday, July 27th 2021, 9:00 am

  • Jason Himmelstein

    Microsoft MVP & Microsoft Regional Director
  • John White

    MVP, Scuba Diver and Business Intelligence guy. CTO with tyGraph

WRK406 - Everything you wanted to know about Power BI (but were afraid to ask!)

Power BI is the gold standard for cloud based report delivery. It’s very approachable – you can get up and running with it in minutes, at the same time, it’s very robust, secure and extensible. As you might expect, it has many pieces and nuances, and it’s important to understand what is possible, even if you may not take immediate advantage of some features, in order to understand what to use when. Join John White (MVP) and Jason Himmelstein (MVP) for this all-day tutorial which will help to guide you through building a complete analytical solution, using all the features of Power BI. We will start from nothing, and create queries that import and integrate data from many different sources. You will also learn how to refresh data using the on-premises data gateway and the personal gateway to connect to existing on-premises data from a variety of sources. In addition, you will see an overview of the many other additional features available in Power BI. At the end of this seminar you will be ready to not only start using Power BI for your projects, but you will also understand which approach is best for different situations. Bring your questions, and we’ll do our best to answer them.

Wednesday, July 28th 2021, 9:50 am

  • Liz Sundet

    Program Manager - SharePoint/OneDrive

BI101 - Getting started learning Power BI

You've heard people say Power BI is awesome. You've seen lots of reports and think, wow, I wish I could produce that. Or, maybe you're just curious what all the fuss is about. Come learn where to get started with PowerBI from the vocabulary to how to connect data together. We will cover the basics as well as creating dynamic reports that will be sure to impress any executive.

Wednesday, July 28th 2021, 11:10 am

  • Jason Himmelstein

    Microsoft MVP & Microsoft Regional Director
  • John White

    MVP, Scuba Diver and Business Intelligence guy. CTO with tyGraph

BI102 - Your guide to understanding Power BI

Struggling to understand what Power BI choices are the right ones to make? Confused by the licensing so much that trying to make heads or tails of how to get your project started is a step too far to think of taking? Join us for this introduction to the wonderful world of Power BI. We will begin with understanding the real world decisions around licensing, discuss & demo the options for doing reporting, and finish with dashboards & sharing. If you are beginning your journey into the Power BI world, this is the session for you. We will set you up for success throughout the rest of the conference and help you look to drive your business using data.

Wednesday, July 28th 2021, 3:20 pm

  • Treb Gatte

    Microsoft MVP, MCP, MCTS, MBA, CEO, Marquee Insights

BI104 - Data Mining Office 365 & SharePoint with Power BI

See how to use Power BI to mine the data you have in SharePoint and Office 365. We’ll pull data from lists, libraries, triggered activities using Flow and from Search and create beautiful reports and dashboards easily from it. We’ll also show you how this can be automated and saves you time from copying and pasting data into different places.

Wednesday, July 28th 2021, 4:40 pm

  • Jason Himmelstein

    Microsoft MVP & Microsoft Regional Director
  • John White

    MVP, Scuba Diver and Business Intelligence guy. CTO with tyGraph

BI105 - Power BI Premium – When Do I Need It?

Power BI Dedicated Capacity (Premium) is a way to get past many limitations of the shared Power BI service. However, with great power comes great responsibility. This session will outline exactly what Power BI Premium is, what features it unlocks and what limitations it changes. We will also call out situations where Premium may not be appropriate, and the steps that you need to take to ensure that you get the maximum value from it. If you’re considering a move to Power BI Premium, you’ll want to attend this session.

Wednesday, July 28th 2021, 4:40 pm

  • Daniel Glenn

    Collaboration Practice Lead @ InfoWorks, Inc., Microsoft MVP

OFF105 - Use Your On-premises Data with Power Apps, Power BI, and Power Automate (Flow)

Microsoft Power BI, Power Automate (Flow) and Power Apps are powerful cloud tools that can take your on-premises data, stored in systems like SQL and SharePoint, to new heights. Using your data where it is now gives you the ability to invest in improving processes, instead of focusing on a data migration strategy. In this session, we will discuss the benefits of using the cloud tools and how workflow, analytics, and business apps can utilize your on-premises data. We will setup a data gateway, connect to on-premises data sources, and discuss how to use that data in Microsoft 365 to create rich business solutions. You will walk-away from this session with the knowledge you need to immediately start using your on-premises data with Microsoft 365.

Thursday, July 29th 2021, 9:00 am

  • Christina Wheeler

    Principal Solution Architect & Trainer, MVP

BI201 - Standardizing Power BI Reports with Custom Themes & Templates

Power BI is powerful. Not only does it have an amazing set of visuals you can use out-of-the-box it also provides the ability to apply report themes and create templates. There are a set of themes already provided however most of the time organizations have corporate colors they want to use for their reports and want a standardized template. In this session, you will learn the following: • Using visual elements to enhance your Power BI report • Displaying images in a table, matrix and slicer • Creating visual appealing tooltips based on report pages in Power BI Desktop • Creating and applying custom report themes • Extracting and re-using custom themes from existing reports • Creating and using report templates

Thursday, July 29th 2021, 10:30 am

  • Jason Himmelstein

    Microsoft MVP & Microsoft Regional Director
  • John White

    MVP, Scuba Diver and Business Intelligence guy. CTO with tyGraph

BI202 - Best practices for using Power BI and Paginated Reports

Now that Paginated Reported (what we used to call SSRS reports) are available in the Power BI service, numerous questions arise as to when to use which report type. Each type has a different design goal, with different strengths and weaknesses and it is important to know what they are. The fact that both now exist in the Power BI service and well as on premises leads to some interesting opportunities for synergy. This session will dive deep on how both types of reports work, and what's needed to get the most out of them. It will also demonstrate cases that call for either type, and identify when the use of both is appropriate. If you are a Power BI user that wants to do reporting AND analytics, this is a session for you.

Thursday, July 29th 2021, 1:20 pm

  • Daniel Glenn

    Collaboration Practice Lead @ InfoWorks, Inc., Microsoft MVP

BI203 - Power BI sharing - your options for keeping everyone informed

Every organization is a data organization, and you must collaborate on data to stay on track. Sharing insights from within Power BI will give you an advantage and help steer your organization in the right direction. However there are some pitfalls with sharing - if you don’t know your options and set proper governance, you could be on your way to a data breach or giving your private information to the competition. In this session, you will get a short introduction to Power BI and understand where data resides, why and how you should share with your colleagues and outside partners and get a strategy for setting governance for your data. You will walk away with the outline of a governance plan, an understanding of your sharing options, and the sharing settings you should immediately turn off.

Thursday, July 29th 2021, 2:40 pm

  • Treb Gatte

    Microsoft MVP, MCP, MCTS, MBA, CEO, Marquee Insights

BI204 - SharePoint, Teams and Power BI Integration Strategies

This session will highlight the rich functionality that you can bring to your business needs with the integration that is available between Power BI and Office 365 functionality. We'll discuss why you may want to integrate functionality and how to license for it. Demos will be: • Integrating Yammer, Forms, and Word into Power BI • Integrating Power BI into Office 365 Communications site, Sway, and into a Teams channel.

Thursday, July 29th 2021, 4:20 pm

  • Jason Himmelstein

    Microsoft MVP & Microsoft Regional Director
  • John White

    MVP, Scuba Diver and Business Intelligence guy. CTO with tyGraph

BI205 - There's No Time Like the Present - Real Time Reporting with Power BI

Power BI has many options for keeping your data up to date, but what happens when scheduled refreshes simply aren't enough? What do you do when real time or near real time reporting on your data is necessary? Fortunately, Power BI has you covered here as well. From real-time datasets, to Direct Query and the Aggregations feature, there are more than a few options for accomplishing this goal, but they all do come with a few tradeoffs. This demonstration laden session will examine all of the techniques available to Power BI for reporting on your data in real time, highlight some of the things to watch out for, and how to design for them. If you need your data more up to date than what refresh schedules can provide, then this session is for you.

Friday, July 30th 2021, 9:00 am

  • Jason Himmelstein

    Microsoft MVP & Microsoft Regional Director
  • John White

    MVP, Scuba Diver and Business Intelligence guy. CTO with tyGraph

BI301 - Telling data stories with Power BI

Struggling to make your data tell the story that you know is hiding in there? Sick of staring at static spreadsheets and wishing that there was a way to visualize things so that the data could speak for itself? Are you tired of doing the same analytical motions over & over again instead of being able to use a repeatable process that will give you time back to do your actual job? Welcome to the wonderful world of Power BI where all of these things are achievable. In this session you will learn powerful ways of making your data come to life using Power BI Desktop & the Power BI Service. Whether your data is stored in a Microsofty way in Excel, SQL Server, SharePoint Online lists, CSV files on some old file server, you will learn to unlock the data within & bring to life the stories hidden in the data.

Friday, July 30th 2021, 2:20 pm

  • Treb Gatte

    Microsoft MVP, MCP, MCTS, MBA, CEO, Marquee Insights

BI304 - Managing Goal Status and OKRs using Power BI Goals and SharePoint

Greatly improve the speed of your decision making by using Power BI Goals and SharePoint together to get relevant information easily. This session will introduce the new Power BI Goals functionality, discuss what are Goals and Objective and Key Results(OKR) metrics, show you how to set up your metrics using data from SharePoint for automatic updating.