Washington, D.C.

Business Intelligence Track

Sunday, December 12th 2021, 9:00 am

  • Treb Gatte

    Microsoft MVP, MCP, MCTS, MBA

WRK109 - Power BI Bootcamp for SharePoint Professionals

NOTE: YOU WILL NEED A COMPUTER WITH THE LATEST VERSION OF POWER BI DESKTOP INSTALLED PRIOR TO WORKSHOP TIME. THIS IS A HANDS ON BOOTCAMP. Need to create stunning dashboards from your SharePoint data? Yes you do! In this bootcamp, 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 SharePoint reporting, so that you are able to use Power BI immediately for your needs.

Monday, December 13th 2021, 9:00 am

  • Jason Himmelstein

    Microsoft MVP
  • John White

    Microsoft MVP

WRK403 - 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, but it’s also 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. This tutorial will help to guide you in 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 the many other additional features available in Power BI. In particular, we cover the Power BI Service, Power BI Desktop, Connecting to data, modelling data, hybrid options, Licensing, on-Premises options, and we pay particular attention to using Power BI with SharePoint, both as a data source and a container. 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. This is a highly dynamic tutorial, and can go in any direction that you like.

Tuesday, December 14th 2021, 9:40 am

  • Liz Sundet

    Microsoft Premier Field Engineer for SharePoint at Microsoft

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.

Tuesday, December 14th 2021, 11:20 am

  • Jason Himmelstein

    Microsoft MVP
  • John White

    Microsoft MVP

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.

Tuesday, December 14th 2021, 1:30 pm

  • Treb Gatte

    Microsoft MVP, MCP, MCTS, MBA

BI103 - 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.

Tuesday, December 14th 2021, 3:00 pm

  • Jason Himmelstein

    Microsoft MVP
  • John White

    Microsoft MVP

BI104 - 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.

Tuesday, December 14th 2021, 4:20 pm

  • David Feldman

    Microsoft MVP

BI105 - Power BI Beyond the Basics

You are familiar with PowerBI desktop, you’ve pulled in some data from SharePoint, from SQL Server, or from excel and published it to the service. It’s pretty amazing, right? Now that you have the basics down, lets dive a bit deeper into all levels of the service. We’ll explore transforming your data and mashing up multiple sources in a PowerBI Desktop, we’ll integrate some onprem data, create drill downs, and explore some powerful data filtering techniques to help you take your PowerBI to the next level.

Wednesday, December 15th 2021, 10:30 am

  • Treb Gatte

    Microsoft MVP, MCP, MCTS, MBA

BI201 - Unlocking SharePoint's Content Services Data with Power BI

In today's world, the ability to convert unstructured data from files like document scans and photos into actionable, structured data is key to unlocking a lot of organizational data. Office 365 Content Services provides some functionality that does this for you automatically. Most are not aware of this service's functionality nor it's long term importance. In this session, we'll take you through what SharePoint Content Services has to offer from a functionality and data perspective, what use cases are supported by this data, and how to mine the data using Power BI and Flow.

Wednesday, December 15th 2021, 1:20 pm

  • Jason Himmelstein

    Microsoft MVP

BI202 - 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 or in 3rd party data sources like SalesForce, Oracle, or SAP you will learn to unlock the data within & bring to life the stories hidden in the data.

Wednesday, December 15th 2021, 2:40 pm

  • Jason Himmelstein

    Microsoft MVP
  • John White

    Microsoft MVP

BI203 - Deep Dive on Power BI and SharePoint

This demo rich session will explore many of the nuances involved with using a combination of Power BI and SharePoint. SharePoint data can be finicky to retrieve, and this session will show examples and suggest a few best practices for doing so. In addition, connecting Power BI to SharePoint opens up a whole new world for Excel. If it can be done with Power BI and SharePoint, this session will show you how.

Thursday, December 16th 2021, 9:00 am

  • Treb Gatte

    Microsoft MVP, MCP, MCTS, MBA

BI301 - 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, December 16th 2021, 10:40 am

  • Daniel Glenn

    Microsoft MVP

BI302 - 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, December 16th 2021, 2:20 pm

  • Peter Carson

    President

BI304 - Integrating Multiple Planner Boards into a Power BI Dashboard

Microsoft Planner is a planning application available within Microsoft 365. It is fantastic for assigning tasks and sub-tasks to users and has a lot of value in tracking progress for different initiatives. We use planner on both internal and consulting projects as it provides simplified task management. However, when you belong to multiple Planner boards, it can become challenging to manage tasks and get a holistic view of all tasks and their assignments in a single pane. We found this out quite quickly and turned to building a Power BI dashboard to provide us this view. Having a solution that allows for rolling up multiple planner boards into portfolios which can then be presented in a very visually appealing dashboard makes it much easier to be decisive and identify potential task conflicts. These portfolios can also be organized into different dashboards, so that security can be applied. In this session we will cover: • Business scenario • Technical challenges connecting Power BI to Planner - no existing connector • SharePoint lists to organize Plans into Portfolios, and Portfolios into Power BI reports to manage security • Leveraging Azure Automation in the cloud to collect and organize the Planner content • Visualizing this through dashboards and reports in Power BI • Publishing this out for the organization to consume