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Friday, 22 February 2019 22:58

Introduction to Power BI: What is Power BI?

Microsoft Power BI can help company owners take a closer look into their business using stunning dashboards and visuals. They can also be optimized to locate and display only the most critical data. This data can then be used by company owners to review and streamline their business processes wherever it may be needed.

There are a large variety of data sources that connect to Power BI, and the list is continuously being updated. This data can then be altered and placed as a visual, measured or calculated column and then is added to a dashboard. It’s possible to share this information with colleagues at work by granting them access right from within Power BI.

These are six main components that make Power BI into such a strong and powerful tool.

Power Query: Importing and formatting the Data
The Power Query allows you to import data from sources such as SQL Server, Oracle, MySQL, DB2, and the list goes on. It can also extract data from multiple file formats such as CSV, Text, and Excel. The imported data can be formatted by adding columns, charts or any other visuals onto the dashboard.

Power Pivot: Relationship Creating Tool
Relationships can be created using the Power Pivot function inside Power BI. Power Pivot is a powerful tool used to review data and create visual data models. To link tables together, Power Pivot can analyze the databases and see if the tables have any matching data inside. This function also allows the user to create calculations using the data, such as a calculated column or a measurement.

Power View: Data Visualization Tool
Power View is used to transform the data into interactive charts, graphs, maps, and other visuals. These visuals will only display the most important data since the data can be filtered using Filter Panes, slicers, and cross-filters.

Power Map: 3D Geospatial tool
The Power Map feature is used to create charts for Geospatial data into a 3D visual. Using the Geospatial users can display a metric visually on a map using visuals or even a heatmap. The maps are connected to Bing and are constantly refreshing to display real-time data.

Power Q&A: Answering and Question search engine
Users can ask the Q&A any questions regarding the data and get the quickest answers. Make sure to use natural language that the system would understand such as “Number of Products by Location.” Click Here for a list of words and terminology that Power BI Q&A recognizes.

Microsoft Power BI has six main components that make it such a powerful tool. It has become one of the most popular programs amongst small business owners to analyze their data. Watch this “Power BI 101 Webinar” video that goes beyond just the fundamentals of Power BI. This video will demonstrate how to create a dashboard using Power BI.

Power BI 101 Webinar Click Here
Published in WebSan Blog

Power BI 101 Series: Jobs Dashboard with Power BI

Let us guide you through the end-to-end process of building a Jobs Dashboard using Power BI in our upcoming webinar. Follow along as we walk you step-by-step, through connecting and importing your data into the dashboard. Some of the things you’ll learn from this webinar are:

Job profitability
Deferred revenue and work in process by job
Outstanding purchase order commitments by job

Date: Thursday January 24, 2019
Time: 2:00PM - 3:00PM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Published in WebSan Blog

Power BI 101 Series: Purchasing Dashboard with Power BI

Join our Webinar and learn how to create a Purchasing Dashboard with Power BI for your business. In this webinar, we’ll be showcasing all the different tables, connections, and calculations needed for this dashboard. Have instant access to accurate and detailed information such as the open PO commitments or purchase orders with line details. View all your key metrics and KPI’s in a single dashboard and drill into them such as the vendor spend by a period. This dashboard is meant to ensure your business can monitor and discover any spending trends.

Date: Wed Dec 19, 2018
Time: 2:00PM-3:00PM 
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Published in WebSan Blog

Power BI 101 Series: Sales Reporting Dashboard with Power BI Webinar

In the third part of our webinar series, we’ll be demonstrating how to build a Power BI sales reporting summary from scratch. The sales dashboard will provide not only an overview of your business’s sales performance but also make it easier to drill into sales performance analytics. You will learn all the steps needed to connect your sales data from within Microsoft Dynamics and transfer it into Power BI. Watch us step-by-step as we show you all the calculations needed to make a sales reporting dashboard. By the end of this webinar, we'll show you how to create the following:

1.Sales by Product Line
2.Customer by Location 
3.Sales by Customers 
4. Top Salespersons 

Date: Wednesday November 14, 2018

Time: 2:00PM-3:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Published in WebSan Blog

 

Join us for the second part of the Power BI 101 series as we drill into how to create a financial dashboard. Displaying financial data on a single dashboard allows you to monitor and optimize any financial trends. In just a few clicks we’ll show you how to create a dashboard using your own financial data.

  • View all of your financial data on a single dashboard
  • Drill down into specific metrics that are important to your business
  • Monitor finances to help with future forecasting

 

Date: Tuesday October 30, 2018
Time: 11:00AM - 12:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

 

Published in WebSan Blog
Wednesday, 12 September 2018 18:03

Great Power BI Reporting Ideas for Dynamics GP

Learn how to read the data from Microsoft Dynamics GP in Power BI. In this webinar, we’ll be sharing great reporting ideas for Dynamics GP and demo our favorite dashboards. The dashboards that will be presented in this webinar are:

  • Financials Dashboard
  • Sales Dashboard
  • Project Accounting Dashboard

Date: Wednesday September 26, 2018
Time: 2:30PM - 3:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

 

Published in WebSan Blog
Wednesday, 12 September 2018 17:47

POWER BI 101 WEBINAR

This Power BI 101 webinar will go more into detail than a simple introduction. This webinar will provide all the fundamentals needed in building a Power BI dashboard for your business. Join our webinar and learn the following:

  • Connecting to Data Sources
  • Creating Reports using Visualizations
  • Some Examples of Popular Power BI Reports

Date: Wednesday September 26, 2018
Time: 1:00PM - 2:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

 

Published in WebSan Blog

 

 

Dynamics Integration With O365 Productivity Tools Webinar


Join our webinar on “Dynamics Integration with O365 Productivity Tools“ happening on Wednesday June 27, 2018 at 11:00AM – 11:30AM EST. See how your business can become more productive using the O365 suite and integrating it within Microsoft Dynamics 365 Business Central. Seamless communication with out of the box solutions including,

O365
SharePoint
OneNote
Power BI
Microsoft Teams
OneDrive
Office Lens
Exchange

Date: Wednesday June 27, 2018
Time: 11:00AM - 11:30AM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

 

Published in WebSan Blog

Download our FREE Microsoft Dynamics 365 Demo

On December 15, 2016 at 11:00 AM EST, WebSan Solutions will be offering a free webinar on Power BI for Dynamics 365. The 30-minute webinar will focus on how small businesses can benefit from using the business intelligence tool. In addition, attendees will also see a demo of Power BI’s top features and learn how to create dashboards, reports and analytics.

This webinar is a continuation of our series showcasing the different modules, integrations and features of Dynamics 365. While the first webinar, Dynamics 365 for Small Businesses gave an overview of Dynamics 365 and highlighted the Exchange and Office 365 integration, the upcoming webinar serves to show how Power BI can give a 360-degree view of your business with important metrics and interactive reports. Register today to save your spot!

Click here to register for Power BI webinar

Linz Tan, Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence 

Published in professional services

View our free webinars Sign up for WebSan University Download a FREE Demo

On Thursday, December 17th, at 2:30 PM, WebSan will present a free webinar to give an inside look at Microsoft’s Power BI (Business Intelligence). The 30-minute webinar offers attendees the opportunity to observe this dynamic tool in action.

The webinar will discuss Power BI’s features and functionalities including how to create dashboards, reports, integrations and metrics. Attendees will learn how to publish and edit visuals on Microsoft’s Cloud, view and refresh custom metrics on any mobile device and use Power BI to monitor the most important information about your business.

The webinar promises to bring an insightful glimpse of Power BI’s extensive functionalities and show attendees that all the information they would need to make decisions is available through Power BI, all in one glance.

Register today and don’t miss out on your chance to take part in this new webinar!

Click here to register for “Microsoft’s Power BI” webinar on Dec. 17th, 2:30 PM

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Dynamics GP Training