Power BI Interactive Training

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Power BI Home Page
Interactive Training
The goal of this training is to provide a
general overview of each of these
questions. How Does Power BI
Click on How Does Power BI Work With Work with Seattle U?
Seattle U for an overview of the Power BI
Tool or click on How Do I Navigate Power
BI for an introduction on the tools used
within Power BI.
You can also click on the icon to How Do I Navigate
return to this page. Power BI?
Click on the icon to end the
presentation.
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How Does Power BI

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Work with Seattle U?
This module will provide an overview on how InformSU is working to support the
implementation of Power BI by providing data, reports, and trainings.
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How does Power BI work with InformSU?
Here is an overview of the pages in this module.
Select any of the boxes below to navigate directly to that page or Continue to begin.
What is Power BI?

How Does Power BI Visualize Data?

Continue
What is InformSU?

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
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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

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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.
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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

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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.
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How has InformSU reporting evolved?
A timeline of InformSU reporting processes to present day.
Pre-2017 2017 2019
Academic Year Academic Year Academic Year

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Pre-InformSU - SUDDs InformSU – SSRS InformSU (Power BI)

InformSU SSRS
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How does InformSU support SU with data?
Where is this data coming from?
InformSU aims to combine and present data from a diverse set of sources. Reports
supporting enrollment analysis and program review are already available, and throughout

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the next year, more reports will be rolled out.

With the start of this academic year, Power BI will act

as an analytics tools to access information stored in the
new Enterprise Data Warehouse built to replace
SUDDS.

Power BI allows users to create reports and analytics,

schedule reports to run automatically, send reports, Click here for more information
and have dashboards with responsive designs. on the data warehouse
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What support is coming from InformSU?
InformSU is working to provide support for Power BI across Seattle University.

InformSU is working to deploy data models on an ongoing basis. For a more

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detailed look at the upcoming data models rollout on the InformSU website, click
here.

For questions about Power BI, the InformSU website has a Power BI F.A.Q. and
Glossary to help with understanding processes and terms here.

The InformSU website posts a schedule of upcoming Power BI office hours along
with various training documents here.
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How will staff and faculty at Seattle U access
Power BI?
Power BI is already available for SU faculty and staff.

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Access to PowerBI is provided as part of the office 365
subscription given to all Seattle U faculty and staff.

Power BI offers a web app, desktop

* Mobile app access for
app, and mobile app for convenient Seattle U users coming soon
access across varying needs
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Examples of User Roles for SU
While not definitive, Power BI users may fall into one of many roles.
• Consumer of operational reports in SUDDs and InformSU
General • MAY want to interact with reports beyond what is available
User • Labeled as a “consumer” in Microsoft Power BI training manuals

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• High-level executives who use delivered reports or dashboards to answer
Managerial complex questions with data.
• Mainly looking at reports in the Power BI service
User • Labeled as a “consumer” in Microsoft Power BI training manuals

• Utilizes queries, formulas, transformations, and visualizations to analyze data

Advanced • Develops own reports and dashboards to be shared with others
User • Labeled as a “report designer” in Microsoft Power BI training manuals
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Questions?
InformSU is here to help! Contact us with any questions about…

Return to Home Screen

• InformSU platform
• Power BI Reports
• Operational Records
• Access
• Data Validation
• Enhancements
• Trainings (signup through Engage SU)

Click here to send us an email at informsu@seattleu.edu

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How Do I Navigate

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Power BI?
This module will provide an overview on logging in to Power BI, the tools available
within the web app, navigating a sample report, and suggestions moving forward.
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How Do I Navigate Power BI?
Here is an overview of the pages in this module.
Select any of the boxes below to navigate directly to that page or select Continue to begin.

Accessing the Power BI Web App

Continue
Navigating the Power BI Workspace
Opening a Power BI Report
Overview of a Power BI Report
Suggestions for Charting a Power BI Report
Training Resources
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Accessing the Power BI Web App

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To access the PowerBI Web App, open your internet browser
and enter the address…
app.powerbi.com seattleu.edu/mysu/

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OR & click on InformSU
 Logging In to
Power BI
1) Click Sign In
to bring up the
login page
 Logging In to
Power BI
1) Click Sign In
to bring up the
login page
2) Log in with
your SU
credentials
name@seattleu.edu
 Logging In to
Power BI
1) Click Sign In
to bring up the
login page
2) Log in with
your SU
credentials
**********
3) Enter your SU
login password
to continue
Navigating the
Power BI Webapp
Workspace
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
Profile

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This is the main workspace
for Power BI.
This screen allows users to
navigate the Power BI Workspace
workspace, pull up reports, Displays information
and share documents or based on the toolbar
dashboards with other Power Navigation Pane settings. Clicking on an
BI users. The main navigation item on the dashboard
directory for Power BI. 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

the Power BI will be different per

account based on what is
created or shared.

Workspace

Return
Home
This is theFavorites
landing page
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 with meyou can clicking on the star
quickly find items you have
Workspace
to remove it.

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 theFavorites
location where *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
dashboardsAppswhich they access.

have been
Sharedgranted
with meaccess ** 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 gui
delines
.
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Navigating

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

the Power BI 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 quick link to ways
Favorites
to pull data into the
Recent For
Power BI service.
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 Reports. To open the
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-time views of each term’s enrollment, registration, and credits generated.
Let’s open the Power BI
Datareport,
Overview
Term Census Reports. To open the
Data available in Power BI extends back to 2008-09 academic years to the current (2018-19)Term Census
academic year and
The purpose of the Term
is available for every term, including summer. Information on basic student characteristics isReport
displayed for each
term asCensus Reports is to
well as longitudinally. answer
By-school/department/program/major information is also available for this
example, clickas
periodquestions
of time, alsoconcerning
per term or for a series of terms/years. In addition, demographic characteristics as well
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
Forasan
students understanding
of the of how
10th day of the term. Thethe
10th day of the term is used since it for two reasons: it occurs after
the last add/drop
Term day ofReport
Census the termused
and it for
allows the Registrar’s office adequate time to update any additional
this
data on students. The result is a consistent view of the data as of the start of each term.
example was built, click here.
For more information on the Term Census Training Manual, email informsu@seattleu.edu.
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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.

The slicers Fall and 2018-

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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 Slicers
Allows multiple haveOnly
been one 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

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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
• Updated InformSU Power BI office hours Questions? Consult the
• InformSU contact information Power BI Training
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
informsu@seattleu.edu.