Creating Power BI Dashboards with the Solver CPM System - July 22, 2021

Creating Power BI
Dashboards with the
Solver CPM System
July 22, 2021

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  will be honored up to 60 days following the webinar

INTRODUCTIONS
                Charles Allen
                Senior Managing Consultant
                • More than 30 years of experience
                • Solver Certified
                • 10-time Microsoft GP MVP

Agenda
• What Is This Thing Called Power BI?
• Connecting Power BI to Solver
• Creating a Report
• Publishing Your Report
• Creating a Dashboard

What Is This Thing Called Power BI?

What Is This Thing Called Power BI?
                             It’s not just one thing

                               It’s a report writer

                            It’s a visualization tool

                                 It’s an online
                                     service

It’s a tool that enables you to take a bunch of data, put it into a collaborative
            environment, & use that environment to make decisions

Power BI     • Windows desktop application called Power BI
               Desktop
Components   • An online SaaS service called the Power BI
               Service
             • Power BI mobile apps for Windows, iOS, &
               Android devices
              What is Power BI? – Power BI | Microsoft Docs

There’s More!
Power BI Report Builder – Used for creating paginated reports (like a
traditional report that can be multiple pages long)

Power BI Report Server – On on-premise report server where you can
store reports

          Report Builder requires a Power BI Premium license
               to share reports in the Power BI service

Connecting Power BI to Solver

Steps for Connecting

From the Solver side …
Go to the Data Warehouse >>
Configuration >> API section
Select one or more modules

  Note: Any dimensions used
    with the module will be
     available in Power BI

Steps for Connecting

• From the Power BI side …
• Select Get Data
• Search for Solver
• Get the URL API from the API page in Solver
• Paste it in the box

Steps for Connecting

From the Power BI side …
Select the dimensions & modules
you want to use
Select Transform Data to create
new measures, columns, & other
tasks
Select Load to pull the data into
Power BI

Creating a Report

Steps to Create a Report
                  Select a visualization

       Drag fields into the visualization components

                  Apply some formatting

                     Add some filters

Types of Visualizations
 Area                      Bar &
                                                          Cards                         Donut            Gauges
Charts                    Column

KPIs                         Lines                         Maps                           Pies           Waterfall

                                                                                         Q&A
                       Treemaps                           Tables
                                                                                        visual

https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-types-for-reports-and-q-and-a

This Photo by Unknown Author is licensed under CC BY

Visualization   • Buy additional visualizations from AppSource
                • Create your own with symbols based on your
Ideas             business

More, More, More
Create measures using DAX (not
the actor, the language)

DAX is Excel-like

Examples
• Year-Over-Year
• Rolling Averages

https://docs.microsoft.com/en-us/power-bi/transform-
model/desktop-measures

Publishing Your Report

Publishing Your Report

Make sure you
                  Create a      Select the
   have a                                       Select the
                workspace in   Publish button
Powerbi.com                                     workspace
                Powerbi.com    on the toolbar
 subscription

Creating a Dashboard

Creating a
Dashboard
• What is a dashboard?
• It is like the greatest hits of your
  reports
• It is the key visualizations from a
  report you want to combine

Creating a Dashboard
In Powerbi.com, select each tile (visualization) you want in the dashboard

Resources

• Power BI – https://powerbi.microsoft.com/en-us/
• Guy in a Cube
  https://www.youtube.com/channel/UCFp1vaKzpfv
  oGai0vE5VJ0w
• Power BI & Solver – Overview (Solver Academy)
  https://learn.solvertraining.com/power-bi-
  overview
• Using Microsoft Power BI (Solver Academy)
  https://learn.solvertraining.com/using-microsoft-
  power-bi

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CPE Credit

• CPE credit will be awarded upon verification of participant
  attendance; however, credits may vary depending on state
  guidelines
• For questions, concerns, or comments regarding CPE credit,
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Thank You!
Charles Allen, Senior Managing Consultant
     713.499.4629 | callen@bkd.com