Using Microsoft Power BI to create reports and

dashboards in Donorfy

Ben Brett

What do people use for reporting?

● Donorfy lists & reports?● Excel?● Anyone using PowerBI? Tableau?● What sort of thing would you like to report on?

What is Power BI?● Suite of Microsoft tools to analyse your data● Power BI Desktop

○ Windows desktop application○ Build reports to analyse and visualise data○ Publish - makes report available online

● Power BI Service○ Runs in a browser○ Create dashboards from your reports ○ Q & A feature - ask questions of your data - e.g. Show me constituent where amount given this year greater

than 1000

● iPhone, iPad & Andriod apps● Free

What is Power BI?● Power BI Pro

○ £7.50 per user per month

○ Subscriptions & Sharing○ Work with larger data sets

The Parts of Power BI

How does Power BI work with Donorfy?

● Professional - connect to Donorfy Data Service - https://data.donorfy.com/odata/

● Essentials - download a list - use that as the data source

Getting Started ...

Look at how you could build

○ Graph of how your campaigns are doing ○ Matrix Report of income○ Map where our donors live

Share your work ...

Go to app.powerbi.com

Dashboards

Dashboards can display visualisations from different reports or datasets

Ask Questions about your data?

Quick Insights

This took a while ....

Did come up with some insights ...

Share Dashboards

● Power BI Pro feature - £

○

Subscribing to Dashboards

● Power BI Pro feature - £● Subscriptions

○ Get emailed when a dashboard is updated○ Email contains, a copy of the dashboard and a link to go to the dashboard

Alternative Ways to Share Dashboards?

Refreshing Data

iPhone & Android App

Want to give it a try?

● Download Power BI https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-get-the-desktop/

● Microsoft’s Guided Learning for Power BI - https://powerbi.microsoft.com/en-us/guided-learning/powerbi-learning-0-0-what-is-power-bi/

Any questions or comments?