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TRANSCRIPT
Ginny HobanPartner Channel Marketing Manager
Microsoft US SMB
SMB JumpStart: Business Intelligence ProgramStep-by-step guidance to help you start a practice
Tamer FaragGlobal Partner Ecosystem Lead - Power BI
Microsoft Corporation
Sarina StevensPartner Readiness - Power BI
Microsoft Corporation
Welcome to SMB JumpStart: BI
Today’s Agenda
Homework check-in
Fifth lesson: Delivering a Dashboard in a Day Workshop
Resources and Support
Next Steps
SMB JumpStart
Homework check-in
Did you
Review the Power BI Licensing resources.
Complete the Assignment by assessing the appropriate licensing for each of the customer scenarios?
What is SMB JumpStart?
What you will get:
▪ Targeted training webinars covering sales, technical and licensing aspects
of the Microsoft Business Intelligence platform.
▪ Hands-on independent learning assignments to help you optimize
engagement and comprehension.
▪ Private Yammer Group to answer any questions you might have about
starting a BI practice.
This 6-week Program is designed for partners who are interested in developing a
Business Intelligence practice to help you get started.
The more you engage, the more chances to win
As you participate in the JumpStart program, you will get entries into the
JumpStart Sweepstakes.
Gain entries as you participate in:
▪ Registering for the on-demand series (1 entry)
▪ Signing up for the JumpStart Power BI Yammer group (1 entry)
▪ Asking questions and interacting with your peers (1 entry)
▪ End of series survey (2 points)
Prize: 90-min session with a Business Intelligence Technical Expert
➢ The top 2 point earners will be selected as winners (the more entries, the higher
your chances)
Week 1 Week 2 Week 3 Week 4 Week 5 Week 6
Topic
How Microsoft will help
you capture the Business
Intelligence opportunity
Power BI in ActionHow to position Power BI
to your customersLicensing Power BI
Delivering a Dashboard
in a Day workshop
Leveraging Solution
templates to accelerate
customer acquisition
Description
How you can successfully
partner with Microsoft to
capture the Business
Intelligence market
opportunity. An overview of
training resources, marketing
materials, incentives & offers
to help build and grow your
practice. Plus, how to get
listed and showcased on
Microsoft.com.
Learn to use Power BI
including key capabilities to
help your customers get a
single view of their most
critical business data,
enabling them to monitor
the health of their business
using a live dashboard,
create rich interactive reports
with Power BI Desktop and
access data on the go with
native Power BI Mobile apps.
How to approach your
customers in a Business
Intelligence conversation,
understand their pain points,
and leverage the Microsoft
partner sales and marketing
materials to position Power
BI and accelerate deal
closure.
How to license Power BI,
including discussions of
when customers will need
Pro vs free versions and
when is E5 a better option
for the customer.
Dashboard in a Day (DIAD) is
a 1-day hands-on workshop
targeting Business Analysts,
that gives your customer
broad exposure to the
different functionalities of
the product. The workshop
content is updated every
month by Microsoft and is
available for free to the
partners. Learn how to plan,
organize and execute a DIAD
workshop for your
customers.
Power BI Solution Templates
provide a robust, enterprise
ready analytics solution that
can be stood up in a matter
of hours. There are 5 Power
BI solution templates
currently available, with
more to come. Learn how to
leverage solution templates
and how they can help you
establish credibility with your
customers and accelerate
customer acquisition.
Job RoleBusiness Lead / Decision
Maker
Technical Decision Maker,
Business Intelligence
Champion
Business Lead; Sales Lead,
Business Intelligence
Champion
Sales Lead, Business
Intelligence Champion
Technical Decision Maker,
Business Intelligence
Champion
Technical Decision Maker,
Business Intelligence
Champion
SMB JumpStart: Business Intelligence Program Outline
Engage with your fellow partners and ask your questions in the SMB JumpStart Private Yammer Group
Delivering a Dashboard in a Day workshop
7
What is DIAD?
Why host a DIAD?
What do customers take away from DIAD?
How to organize DIAD
How to deliver DIAD
Partner Experience: Rosebud Technologies
Agenda
What is Dashboard in a Day?
Goals
Why host a DIAD?
What should customers take away from DIAD?
Prepare
latest DIAD content
EdX courseWhat’s New pages webinars
Deliver
Agenda (times are approximate and will be fluid with the class)
08:30 AM – 09:00 AM – Introduction to Power BI
09:00 AM – 11:00 AM – Power BI Desktop - Content
11:15 AM – 11:30 AM – Power BI Service and overview
11:30 AM – 12:30 PM – Power BI service I - Content
12:30 PM – 01:00 PM – Lunch and demos
1:00 PM – 1:15 PM – Power BI Service II and overview
01:15 PM – 02:15 PM – Power BI Service II – Content
02:30 PM – 04:30 PM – Bring your own data and build dashboards
4:30 – Q&A
Dashboard in a Day
Everyone
Analyst to end user
IT to end user
2nd waveSelf-service BI
1st waveCorporate BI
3rd waveEnd user BI
The Evolution of BI
Access
Clean
Mash-up
Explore
Visualize
Share
End User Needs
Any data, any way, anywhere
Power BI
Access all your DATA
• Data from services
o SaaS services that you already use
o Growing number of supported SaaS
solutions
• Data from your organization
o Content published by others in your org
(organizational content packs)
• Big data and more
o Azure data services, e.g. HDI, ASA, AML etc.
o On-premises data sources, e.g. SSAS
• Data from files
o Import data from Text, CSV, Excel and Power
BI Desktop files
SaaS solutionse.g. Marketo,
Salesforce, GitHub,
Google Analytics
On-premises Data
Data sources
OrganizationalCorporate data sources
or external data
services
Azure servicesAzure SQL, Stream
Analytics…
Power BI Desktop
filesData from files,
databases, Azure, and
other sources
Excel files
Share &
collaborate
Visualize
Explore
Prepare • Consolidate data from a broad range of
sources
o Merge or append queries to combine data
from multiple queries into a single query
• Transform data to fit your needs using
intuitive UI
o Select data for inclusion
o Cleanse data and remove errors
• Define calculations to generate new fields
for use in reports
• Develop advanced analytics using a
combination of measures and relationships
o Uncover correlations, highlight exceptions
and understand business outcomes
Clean and mash-up your DATA
Share &
collaborate
Visualize
Explore
Prepare • Explore data in a variety of ways and across
multiple visualizations using drag and drop
canvas
• Dig deeper into your reports
o Drill-down in your hierarchical data
o Filter, sort, hover over and highlight data
• Leverage Quick Insights to find insights in
your data
• Ask questions of your data in natural
language with Q&A
o Type questions in plain language
o Q&A intelligently filters, sorts, aggregates,
groups and displays data based on the
question
Explore your DATA
• Visualize data in a variety of ways
• Growing number of visualization types
o Donuts, basic area, waterfall, filled maps, tree
maps, funnel, gauges combo charts and
more
o Custom visuals available from Power BI
Visuals Gallery (visuals.powerbi.com)
o Tools to develop, test, package new custom
visuals
• Visualizations on report page are
connected – select value in one
visualization to change other visualizations
• Full screen pop out mode for report visuals
to show additional details
Share &
collaborate
Visualize
Explore
Prepare
Visualize your DATA
Share &
collaborate
Visualize
Explore
Prepare • Save Power BI Desktop report files and
easily publish them to powerbi.com
• Access dashboards using native mobile
apps for Windows, iOS and Android
• Share as appropriate with other Power BI
users in your organization
• Easily embed interactive Power BI
visualizations in blog posts, websites,
through emails or social media With Power
BI Publish to web
Bring your story to life with DATA
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Fastest Growing BI Vendor
5 Million+ users
200,000organizations
200+countries
Joe Treanor
Next Steps & Homework
41
SMB JumpStart Next Steps & Homework
Next Steps Homework
Sign up for the SMB JumpStart Private Yammer Group
• Ask questions to the Microsoft team and your
peers
Set a weekly recurring calendar invite to block the
time to view each webinar session. We recommend
you attend one Webinar session per week to
optimize your program engagement.
Sign up for the Power BI Partner Program
powerbi.microsoft.com/become-a-partner
Questions? Post them to our JumpStart Power BI
Yammer group and a member from the Power BI
team will provide you a response within 72 hours.
Prepare for delivering a Dashboard in a Day
workshop:
1. Familiarize yourself with the DIAD workshop
material
2. Find three customers to pitch DIAD to
Optional: organize a Dashboard in a Day workshop!
Use our Yammer group to ask questions about
homework challenges you may be experiencing.
Questions? Join the SMB JumpStart Private Yammer Group
Week 1 Week 2 Week 3 Week 4 Week 5 Week 6
Topic
How Microsoft will help
you capture the Business
Intelligence opportunity
Power BI in ActionHow to position Power BI
to your customersLicensing Power BI
Delivering a Dashboard
in a Day workshop
Leveraging Solution
templates to accelerate
customer acquisition
Description
How you can successfully
partner with Microsoft to
capture the Business
Intelligence market
opportunity. An overview of
training resources, marketing
materials, incentives & offers
to help build and grow your
practice. Plus, how to get
listed and showcased on
Microsoft.com.
Learn to use Power BI
including key capabilities to
help your customers get a
single view of their most
critical business data,
enabling them to monitor
the health of their business
using a live dashboard,
create rich interactive reports
with Power BI Desktop and
access data on the go with
native Power BI Mobile apps.
How to approach your
customers in a Business
Intelligence conversation,
understand their pain points,
and leverage the Microsoft
partner sales and marketing
materials to position Power
BI and accelerate deal
closure.
How to license Power BI,
including discussions of
when customers will need
Pro vs free versions and
when is E5 a better option
for the customer.
Dashboard in a Day (DIAD) is
a 1-day hands-on workshop
targeting Business Analysts,
that gives your customer
broad exposure to the
different functionalities of
the product. The workshop
content is updated every
month by Microsoft and is
available for free to the
partners. Learn how to plan,
organize and execute a DIAD
workshop for your
customers.
Power BI Solution Templates
provide a robust, enterprise
ready analytics solution that
can be stood up in a matter
of hours. There are 5 Power
BI solution templates
currently available, with
more to come. Learn how to
leverage solution templates
and how they can help you
establish credibility with your
customers and accelerate
customer acquisition.
Job RoleBusiness Lead / Decision
Maker
Technical Decision Maker,
Business Intelligence
Champion
Business Lead; Sales Lead,
Business Intelligence
Champion
Sales Lead, Business
Intelligence Champion
Technical Decision Maker,
Business Intelligence
Champion
Technical Decision Maker,
Business Intelligence
Champion
SMB JumpStart: Business Intelligence Program Outline
Engage with your fellow partners and ask your questions in the SMB JumpStart Private Yammer Group
Thank you
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The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond
to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after
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