HOW DOES POWER BI

WORK?
HOW DOES POWER BI WORK?

What is Power BI?

How Does Power BI Visualize Data?

How has InformSU Reporting Evolved?

How does InformSU support SU with data?

What is coming from InformSU?

How will staff and faculty at Seattle U access Power BI?

Examples of User Roles for SU

Questions? Contact Us
HOW DOES POWER BI WORK?
 In
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SU
WHAT DOES POWER BI DO?
Power BI is a business analytics service that delivers insights to enable fast, informed
decisions.

Transform data into stunning Visually explore and analyze

Continue
visuals and share them with data—on-premises and in
colleagues on any device. the cloud—all in one view.

Collaborate on and share Scale across your

customized dashboards and organization with built-in
interactive reports. governance and security.
VISUALIZATIONS OF DATA
How does visualizing data help users?

Visualizations allow data to be represented in different

ways, leading to insights into data relationships that may
not be easily seen.

Power BI allows users to create and adjust

visualizations based on their own needs as they look
at data.

Users will be able to look at data from different

perspectives and find insights into data relationships
that help them make better informed decisions.
Navigating the
Power BI

When you first open

Power BI, you may
see this default
screen. This is the
Power BI
dashboard, but this
default page is not
the most helpful.

You will be using the

toolbar here to
navigate through the
functions of the
Power BI Webapp.

Click on the Home

button to go to the
home page.
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Navigating

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Settings

the Power BI
• Notifications
• Settings
• Downloads

Workspace •
•
•
Help & Support
Feedback

Continue
Profile
This is the main workspace
for Power BI.
This screen allows users to
navigate the Power BI Workspac
workspace, pull up reports, e information
Displays
and share documents or based on the toolbar
dashboards with other Power Navigation Pane settings. Clicking on
BI users. The main navigation an item on the
directory for Power BI. dashboard will open it.
Let’s start with understanding
the navigation pane.
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Navigating

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Explore a Sample Power BI Report
the Power BI
Workspace
Click to explore the different tools of the dashboard.

Home
Favorites
Recent Click on one of the
…or click here to
Apps tools to explore the
explore a sample
functions of the
Power BI Report
Shared with me workspace tools…

Workspace
Get Data
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Navigating

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The documents and spaces
that appear here will be

the Power BI different per account

based on what is created
or shared.

Workspace

Return
Home
This is the landing page
Favorites
with a summary of items
Recent
from the other navigation
Apps
pane selections
Shared with me
Workspace
Get Data
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Navigating

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the Power BI
When you first log
in, you won’t have
any favorited

Workspace
documents.

To favorite a

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document, click on
Home the star to add it to
Users have the ability to
Favorites the favorite menu.

favorite reports,
Recent
dashboards, and other
Apps Once a
Power BI objects.
user has favorited
Shared with me
something, use this
Workspace
selection to access those
items Get Data
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Navigating

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the Power BI
When you first log
in, you won’t have
any favorited

Workspace
documents.

To favorite a

Return
document, click on
Favorites the star to add it to
Users have the ability to the favorite menu.
favorite reports,
Your favorited
dashboards, and other document will
Power BI objects. Once a appear the next time
you access or refresh
user has favorited the favorites page.
something, use this
selection to access those
items
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Navigating

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the Power BI
Workspace Recent documents

Return
Home will appear here

Here usersFavorites
will find Power Since we recently
BI objects Recent
you have most favorited this
document, this star
recently accessed. Much will appear here.
Apps
like the recent history in You can also
unfavorite it by
your web browser,
Shared you can
with me clicking on the star
quickly Workspace
find items you to remove it.

have recently used.

Get Data
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Navigating

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the Power BI
Workspace

Return
Home
Favoritesis not
Seattle University
using this functionality
Recent at
this time.
Apps
Shared with me
Workspace
Get Data
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Navigating

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the Power BI Official InformSU reporting will be accessed

Workspace
through this tool.

You can also navigate which reports are on the

dashboard by clicking on different owner

Return
Home groups.

This is the location where

Favorites *Unless you are the owner of a report, you can
not share a Power BI report with another
users will find all the
Recent person. Instead, have the other person contact
reports and / or the original owner of the report for sharing
dashboardsApps
which they access.

have been
Sharedgranted
with access
me ** Please remember that SU’s FERPA and Data
Security Policies are in effect when considering
to.
Workspace whether to share any university-related data
that has been generated within Power BI.
Get Data Click here to view Seattle University’s FERPA
guidelines
.
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This is your own personal workspace

Navigating

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for designing content within Power BI.

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Subsequent Power BI trainings will
facilitate use of this functionality. If

the Power BI you would like to start self-training

sooner, click here.

Workspace

Return
Home
These areFavorites
locations where
user groups can share These are workspaces you may collaborate
Recent on with other co-workers or user groups.
reports and dashboards (The workspaces provided here are examples.)
Apps
with other members of
their groups.
Shared with me
Workspace
Get Data
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Navigating

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the Power BI
Workspace

Return
Home
This is a Favorites
quick link to
ways to pull data into the
Power BI Recent
service. For
Apps
general users, this
functionality
Shared will
withnot
mebe
utilized. For other users,
Workspace
additional trainings will
be available.
Get Data
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Opening a POWER BI Report

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Let’s open the Power BI
report, Term Census To open the
Reports. Term Census
The purpose of the Term Report
Census Reports is to answer example, click
questions concerning here.
enrollment data and trends
over time at Seattle
University.
For an understanding of how the
Term Census Report used for
this example was built, click
here.
Term Census Reports X

Opening a POWER BI Report

Prior to their integration into Power BI, enrolled student term census data were primarily used as the basis for
Institutional Research official reporting, including the fall Fact Files. These data provide an overview of how
enrollment and registration patterns change over time and across different student populations, including point-
in-timeLet’s
viewsopen
of eachthe Power
term’s BI registration, and credits generated.
enrollment,

Datareport, Term Census

Overview To open the
Reports.
Data available in Power BI extends back to 2008-09 academic years to the current (2018-19)Term academicCensus
year and
The purpose of the Term
is available for every term, including summer. Information on basic student characteristics Report
is displayed for
Census
each term as wellReports is to answer
as longitudinally. By-school/department/program/major information is also available for this
example, click
periodquestions
of time, alsoconcerning
per term or for a series of terms/years. In addition, demographic characteristics as well as
denomination reports are also available. here.
enrollment data and trends
Methodology
over time at Seattle
The data used in these reports come from Institutional Research’s 10th day census data snapshots. Each term,
University.
IR works with the Registrar’s office to identify and rectify data issues and get an accurate count of enrolled
For
students as an understanding
of the of how
10th day of the term. the day of the term is used since it for two reasons: it occurs after
The 10th
the lastTerm
add/drop day of the
Census term and
Report it allows
used for the Registrar’s office adequate time to update any additional data
on students. The result is a consistent view of the data as of the start of each term.
this example was built, click
here.information on the Term Census Training Manual, email [email protected].
For more
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Overview of a POWER BI Report

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The Power BI Report
will open within your
Workspace within the
Web App.

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The Power BI tools
will remain…

…while a new set of

tools will appear at
the top of the report.
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Sections of a POWER BI Report

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A Power BI Report is a collection of
visualizations that appear together on
one or more pages.

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Visualizations present data in a
simple way that provides context and
insight.

Slicers let users select and manipulate

the way data is visualized within a
report.
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Applying Slicers to the Report

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Clicking on a slicer
changes how data
appears in a visualization.

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The slicers Fall and 2018-
2019 have been currently.

Select the slicer Winter to

adjust the data being
visualized.

The title on the report will

also change with the
application of a new slicer.
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Saving and Clearing Slicers

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Sometimes you can apply a
number of slicers to your
dashboard to cross-
reference a larger amount of
data.

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The multiple
Allows Slicers haveOnly
beenone reset.
at a time

Clicking on Bookmarks can

let you save your slicer
settings for reference later.

Clicking on Reset to
Default returns your report
to it’s original, default state.
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Suggestions for Exploring a Power BI Report

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If each Power BI report is a little different, how can we learn to navigate them?

Since Power BI reports are assembled by different

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developers, the nuances of each Power BI report will be
different from the next.

Here are some suggestions for navigating and exploring a

new report and the ways it can visualize data.
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Hovering Over a Visualization

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Hovering your mouse over a visualization can bring up options for exploration.

Some visualizations Focus Mode More Options Open Comments

have additional Enlarges visualization to fill the screen Brings up additional options Allows public comments
on data that EVERYONE
options when you
Pin to Report can see
move your mouse

Continue
Currently not supported Export Data
over them. Description
Show Data
Description
Spotlight
Description
Sort
Description

* not all tools will be immediately

supported. Some will come later.
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Visualizations as Cards

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Some visualizations are layered cards that show static data and help with navigation.

The “cards” in the Term

Census Report actually Navigation Card
assume two tasks: Clicking on the
Representing data and navigation card will

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take you to that
Navigating the report.
location in the report.
When your mouse
hovers over a card, it
brings up a navigation Go to New Student Static Data
Displays data affected
card. Go to New
views by slicers that have
Student views
been applied to the
report
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Training Resources

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Power BI training has been designed to introduce the new tool and the specific reports
and dashboards that will run on it.

Return to Home Screen

The InformSU Power BI training resources
include…
• Introduction to Power BI Training Manual
• Links to Microsoft provided manuals and video
series
• Power BI Activity Manager General Ledger Training
Manual
• Links to a Power BI Glossary Questions? Consult the
• Updated InformSU Power BI office hours Power BI Training
• InformSU contact information
Resources by clicking here
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Thank you for taking the time to learn about Power BI.

End Presentation
For more information or
questions, please contact us at
[email protected].