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Author: Steve Ivie
Publisher: Packt Publishing
ISBN: 9781785289101
Category : Computers
Languages : en
Pages : 184
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Book Description
Build interactive and analytical sales productivity dashboards for Dynamics CRM 2015 with Power BIAbout This Book• Create Dynamics CRM reports using Power BI for Office 365 and Power BI Designer• Discover best practices to build and deploy these dashboards to Power BI sites and Dynamics CRM 2015• Learn how to extend dashboard to mobile iPad and Surface Power BI appsWho This Book Is ForThis book is intended for all Dynamics CRM 2015 users—administrators, managers, business analysts, or report writers who are new to creating dashboards using Power BI and Dynamics CRM. It would be helpful to have a basic knowledge of the Dynamics CRM 2015 platform, but no prior experience is required.What You Will Learn• Organize and consolidate Dynamics CRM 2015 datasets• Add summaries and visualizations using charts and maps• Enhance data clarity with filters, slicers, timelines• Improve analysis by joining other data sources• Deploy and present the dashboard to Power BI for Office 365 site• Use the advanced Q/A functionality with Power BI to query data in the dashboard graphs and charts• Connect the dashboards to Dynamics CRM 2015• Extend functionality with Power BI mobile appsIn DetailDynamics CRM 2015 holds a wealth of information about customers and the sales pipeline, but sometimes leaves users with basic end-user reporting and dashboard options. Power BI is a great new tool for analyzing and presenting data, giving us the ability to dig deeper into the information. With the increased requests for real-time sales analytics, Power BI when connected to Dynamics CRM offers a self-service approach to build, shape, and present data through an easy-to-use interface. The set of features within Power BI will give all users a tool to generate real-time sales productivity reports and dashboards to enhance their sales performance.This book will provide you with the skills you need to learn how to build and present Dynamics CRM 2015 sales dashboards using Power BI. It follows a step-by-step process to build an interactive dashboard by organizing and consolidating datasets, improving the look and feel of graphs, charts, and maps, and enhancing data clarity with filters and slicers.By sequentially working through the steps in each chapter, you will learn how to use the Power BI Q/A functionality to query data in the dashboard, extend the dashboards to the mobile apps for the iPad and Surface, and leverage the pre-built workbook template provided by Microsoft for Dynamic CRM 2015 sales, service, and marketing dashboards.Style and approachA step-by-step approach to building a Power BI driven Dynamics CRM dashboard explained in an easy-to-follow style. Each topic is explained sequentially in the process of creating a dashboard, and detailed explanations of the basic and advanced features of Power BI and Dynamics CRM that appeal to the needs of readers with a wide range of experiences are also included.
Author: Steve Ivie
Publisher: Packt Publishing
ISBN: 9781785289101
Category : Computers
Languages : en
Pages : 184
Get Book
Book Description
Build interactive and analytical sales productivity dashboards for Dynamics CRM 2015 with Power BIAbout This Book• Create Dynamics CRM reports using Power BI for Office 365 and Power BI Designer• Discover best practices to build and deploy these dashboards to Power BI sites and Dynamics CRM 2015• Learn how to extend dashboard to mobile iPad and Surface Power BI appsWho This Book Is ForThis book is intended for all Dynamics CRM 2015 users—administrators, managers, business analysts, or report writers who are new to creating dashboards using Power BI and Dynamics CRM. It would be helpful to have a basic knowledge of the Dynamics CRM 2015 platform, but no prior experience is required.What You Will Learn• Organize and consolidate Dynamics CRM 2015 datasets• Add summaries and visualizations using charts and maps• Enhance data clarity with filters, slicers, timelines• Improve analysis by joining other data sources• Deploy and present the dashboard to Power BI for Office 365 site• Use the advanced Q/A functionality with Power BI to query data in the dashboard graphs and charts• Connect the dashboards to Dynamics CRM 2015• Extend functionality with Power BI mobile appsIn DetailDynamics CRM 2015 holds a wealth of information about customers and the sales pipeline, but sometimes leaves users with basic end-user reporting and dashboard options. Power BI is a great new tool for analyzing and presenting data, giving us the ability to dig deeper into the information. With the increased requests for real-time sales analytics, Power BI when connected to Dynamics CRM offers a self-service approach to build, shape, and present data through an easy-to-use interface. The set of features within Power BI will give all users a tool to generate real-time sales productivity reports and dashboards to enhance their sales performance.This book will provide you with the skills you need to learn how to build and present Dynamics CRM 2015 sales dashboards using Power BI. It follows a step-by-step process to build an interactive dashboard by organizing and consolidating datasets, improving the look and feel of graphs, charts, and maps, and enhancing data clarity with filters and slicers.By sequentially working through the steps in each chapter, you will learn how to use the Power BI Q/A functionality to query data in the dashboard, extend the dashboards to the mobile apps for the iPad and Surface, and leverage the pre-built workbook template provided by Microsoft for Dynamic CRM 2015 sales, service, and marketing dashboards.Style and approachA step-by-step approach to building a Power BI driven Dynamics CRM dashboard explained in an easy-to-follow style. Each topic is explained sequentially in the process of creating a dashboard, and detailed explanations of the basic and advanced features of Power BI and Dynamics CRM that appeal to the needs of readers with a wide range of experiences are also included.
Author: Max Fatouretchi
Publisher: Packt Publishing Ltd
ISBN: 1789531233
Category : Computers
Languages : en
Pages : 361
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Book Description
This CRM masterclass gives you a proven approach to modern customer relationship management Key FeaturesProven techniques to architect CRM systems that perform well, that are built on time and on budget, and that deliver value for many yearsCombines technical knowledge and business experience to provide a powerful guide to CRM implementationCovers modern CRM opportunities and challenges including machine learning, cloud hosting, and GDPR complianceBook Description CRM systems have delivered huge value to organizations. This book shares proven and cutting-edge techniques to increase the power of CRM even further. In The Art of CRM, Max Fatouretchi shares his decades of experience building successful CRM systems that make a real difference to business performance. Through clear processes, actionable advice, and informative case studies, The Art of CRM teaches you to design successful CRM systems for your clients. Fatouretchi, founder of Academy4CRM institute, draws on his experience over 20 years and 200 CRM implementations worldwide. Bringing CRM bang up to date, The Art of CRM shows how to add AI and machine learning, ensure compliance with GDPR, and choose between on-premise, cloud, and hybrid hosting solutions. If you’re looking for an expert guide to real-world CRM implementations, this book is for you. What you will learnDeliver CRM systems that are on time, on budget, and bring lasting value to organizationsBuild CRM that excels at operations, analytics, and collaborationGather requirements effectively: identify key pain points, objectives, and functional requirementsDevelop customer insight through 360-degree client view and client profilingTurn customer requirements into a CRM design specArchitect your CRM platformBring machine learning and artificial intelligence into your CRM systemEnsure compliance with GDPR and other critical regulationsChoose between on-premise, cloud, and hybrid hosting solutionsWho this book is for CRM practitioners who want to update their work with new, proven techniques and approaches
Author: Belinda Allen
Publisher: Packt Publishing Ltd
ISBN: 1786464047
Category : Computers
Languages : en
Pages : 354
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Book Description
Learn to build professional and powerful dashboards with Microsoft Dynamics GP and Excel About This Book This book provides a core foundation for you to understand the ever-changing Microsoft Power BI Through this book, you'll understand how data flows and is secured between Microsoft Dynamics GP and Microsoft Excel You'll see how to create amazing dashboards using various tools such as Excel 2016, Power BI, Jet Express, and more Who This Book Is For This book is geared up for analysts and accountants keen on building and maintaining professional dashboards with Microsoft Excel 2016 for Microsoft Dynamics GP 2016 data, and building financials with visuals using the New Jet Reports Express Tool for Dynamics GP. An introduction is provided for those who want to maintain dashboards in Microsoft Power BI. What You Will Learn Use GP Data in Excel 2016 in a meaningful way Build basic financial statements using Jet Reporting Express, including visualizations Understand the foundation of Power BI and its components Get and maintain data from Dynamics GP in Power BI Find out how to use the Power BI Query Editor (the Get and Transform feature in Excel 2016) Format basic visualizations to get better insights Understand Jet Reports Express, which is used to create basic financial statements Use the new Dynamics GP features, such as OData and adding Power BI tiles on the home page In Detail Microsoft Dynamics GP is a complete ERP solution that is extremely beneficial for small to midsize organizations in helping them grow exponentially. The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company's decision-making processes. This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers. We will also cover core topics such as Business Analyzer, Microsoft SQL Reporting services reports, BI360, and more. You will find out to use Power BI, share and refresh data and dashboards in Power BI, and use Power BI Query Editor. By the end of this book, you will have all the information required to build interactive dashboards using Dynamics GP. Style and approach The book takes a step-by-step approach and contains real-world examples that provide the building blocks to create engaging dashboards. This practical guide is all about doing. Get your data, open up Excel, and go!
Author: Errin O'Connor
Publisher: Microsoft Press
ISBN: 0134894006
Category : Computers
Languages : en
Pages : 411
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Book Description
Your hands-on guide to building effective Power BI dashboards Expand your expertise–and teach yourself how to create world-class Power BI business analysis dashboards that bring data to life for better decision-making. If you’re an experienced business intelligence professional or manager, you’ll get all the guidance, examples, and code you need to succeed–even if you’ve never used Power BI before. Successfully design, architect, and implement Power BI in your organization Take full advantage of any Microsoft Power BI platform, including Power BI Premium Make upfront decisions that position your Power BI project for success Build rich, live dashboards to monitor crucial data from across your organization Aggregate data and data elements from numerous internal and external data sources Develop dynamic visualizations, including charts, maps, and graphs Bring data to life with stunning interactive reports Ensure dashboard security and compliance Drive user adoption through effective training
Author: Suren Machiraju
Publisher: Walter de Gruyter GmbH & Co KG
ISBN: 1547400749
Category : Computers
Languages : en
Pages : 264
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Book Description
Power BI Data Analysis and Visualization provides a roadmap to vendor choices and highlights why Microsoft's Power BI is a very viable, cost effective option for data visualization. The book covers the fundamentals and most commonly used features of Power BI, but also includes an in-depth discussion of advanced Power BI features such as natural language queries; embedding Power BI dashboards; and live streaming data. It discusses real solutions to extract data from the ERP application, Microsoft Dynamics CRM, and also offers ways to host the Power BI Dashboard as an Azure application, extracting data from popular data sources like Microsoft SQL Server and open-source PostgreSQL. Authored by Microsoft experts, this book uses real-world coding samples and screenshots to spotlight how to create reports, embed them in a webpage, view them across multiple platforms, and more. Business owners, IT professionals, data scientists, and analysts will benefit from this thorough presentation of Power BI and its functions.
Author: Elijah Falode
Publisher:
ISBN:
Category :
Languages : en
Pages : 94
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Book Description
Power Bi Demystified enables you to master business intelligence and leverage the Power BI toolsets. It covers important concepts such as installation, creating data models, building basic dashboards, as well as visualizations so you make informed business decisions.Whether you are a business owner, analyst, or financial analyst, you would like to collate data easily, analyze it, and share it with your colleague in real-time. You would want to do this with software that is easy to operate and publishes data with good visuals in a way that you can understand. Microsoft Power BI allows you to get data from different sources, analyze it, and gives you insights on how your business performance. You can share workspaces with your colleagues, and they can easily access your business reports. It makes collaboration easy. In this book, you will find out what Power BI is, the features, the benefits, and the functions. This book also discusses the different versions of Microsoft Power BI - Power BI Server, Power BI Desktop, Power BI Pro, Power BI Premium, and Power BI Report Server. You will get to know the differences between these versions, their features, benefits, and how to set them up. You can operate these Power BI versions both on cloud and on-premise depending on the features of the versions. You can also share your workspace with as many people as you want. You will get to know which Power BI version best suits your company's needs.Power BI also allows you to ask questions about your data and gives you answers to your question. This is due to the artificial intelligence feature. It also provides you the insight you need to make informed decisions that impact your company's bottom line in a positive way. Microsoft Power BI can also integrate with other on-premise apps on your device so as to enable you to collate data easily. It operates with natural language so that you won't need the help of an expert to operate. If you are looking for an upgrade from your Excel, Power BI is the upgrade you need. This book will guide you on everything you need to know about Power BI, and it gives an easy step-by-step guide on how to install, set-up, and use it. Kindly order your copy to know more about this wonderful data intelligence tool!
Author: Devin Knight
Publisher: Packt Publishing Ltd
ISBN: 1789130921
Category : Computers
Languages : en
Pages : 194
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Book Description
Bring your data to life with Power BI Key Features Get to grips with the fundamentals of Microsoft Power BI and its Business Intelligence capabilities Build accurate analytical models, reports and dashboards Get faster and more intuitive insights from your data using Microsoft Power BI Book DescriptionMicrosoft Power BI is a cloud-based service that helps you easily visualize and share insights using your organization's data.This book will get you started with business intelligence using the Power BI toolset, covering essential concepts such as installation,designing effective data models, as well as building basic dashboards and visualizations to make your data come to life You will learn how to get your data the way you want – connecting to data sources sources and how to clean your data with the Power BI Query Editor. You will next learn how to properly design your data model to make your data easier to work with.. You will next learn how to properly design your data model to navigate table relationships and build DAX formulas to make your data easier to work with. Visualizing your data is another key element of this book, and you will learn how to follow proper data visualization styles and enhanced digital storytelling techniques. By the end of this book, you will understand how to administer your organization's Power BI environment so deployment can be made seamless, data refreshes can run properly, and security can be fully implementedWhat you will learn Connect to data sources using both import and DirectQuery options Use the Query Editor to apply data transformations and data cleansing processes, including learning how to write M and R scripts Design optimized data models by designing relationships and DAX calculations Leverage built-in and custom visuals to design effective reports Use the Power BI Desktop and Power BI Service to implement Row Level Security on your model Administer a Power BI cloud tenant for your organization Deploy your Power BI Desktop files into the Power BI Report Server Who this book is for This book is for aspiring Business Intelligence professionals who want to get up and running with Microsoft Power BI. If you have a basic understanding of BI concepts and want to learn how to apply them using Microsoft Power BI, this book is for you.
Author: Chandraish Sinha
Publisher: BPB Publications
ISBN: 9355517165
Category : Computers
Languages : en
Pages : 344
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Book Description
Take a deep dive into the dynamic world of Power BI! KEY FEATURES ● In-depth knowledge of Power BI, demonstrated through step-by-step exercises. ● Covers data modeling, visualization, and implementing security with complete hands-on training. ● Includes a project that simulates a realistic business environment from start to finish. ● This version teaches about Artificial Intelligence visuals in Power BI. DESCRIPTION Mastering Power BI covers the entire Power BI implementation process. The readers will be able to understand all the concepts covered in this book, from data modeling to creating powerful visualizations. This book begins with concepts and terminology such as the star-schema, dimensions, and facts. It explains multi-table dataset and demonstrates how to load these tables into Power BI. It shows how to load stored data in various formats and create relationships. Readers will also learn more about Data Analysis Expressions (DAX). This book is a must for developers to learn how to extend the usability of Power BI, to explore meaningful and hidden data insights. Throughout the book, you keep on learning about the concepts, techniques, and expert practices on loading and shaping data, visualization design, and security implementation. The second edition of Mastering Power BI book adheres to the first edition in terms of providing the basics of business intelligence and Power BI; however, it introduces new concepts and features in terms of data transformation, data profiling, custom hierarchies, AI visuals, and many more. WHAT YOU WILL LEARN ● Learn about Business Intelligence (BI) concepts and their contribution in business analytics. ● Learn to connect, load, and transform data from disparate data sources. ● Create and execute powerful DAX calculations. ● Design various visualizations to prepare insightful reports and dashboards. WHO THIS BOOK IS FOR This book is for anyone interested in learning how to use Power BI desktop or starting a career in business intelligence and analytics. While it covers all the fundamentals, it is recommended that the reader be familiar with MS Excel and database concepts. TABLE OF CONTENTS 1. Understanding the Basics 2. Connect and Shape 3. Advanced Data Transformations 4. Optimize Your Data Model 5. Data Analysis Expressions 6. Visualizations in Power BI 7. Drill Through and Drill Down Reports 8. Artificial Intelligence in Power BI 9. Power BI Service 10. Securing Your Application
Author: Mark AuCoin
Publisher: Packt Publishing
ISBN: 9781849684408
Category : Computers
Languages : en
Pages : 0
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Book Description
Microsoft Dynamics CRM 2011: Dashboards Cookbook is packed with practical step-by-step recipes covering tasks which utilize all of the new dashboard features of Dynamics CRM 2011. If you are a developer who is excited about creating, customizing, and designing Dashboards in Dynamics CRM 2011, this book is for you. You should be comfortable with general Dynamics CRM functionality for this or a previous release. This book may also be valuable to End Users and Power Users interested in the new Dashboard features of this release.
Author: Brett Powell
Publisher: Packt Publishing Ltd
ISBN: 1788293789
Category : Computers
Languages : en
Pages : 786
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Book Description
Get more out of Microsoft Power BI turning your data into actionable insights About This Book From connecting to your data sources to developing and deploying immersive, mobile-ready dashboards and visualizations, this book covers it all Over 90 hands-on, technical recipes, tips, and use cases from across the Power BI platform including the Power BI Service and Mobile Applications Proven development techniques and guidance for implementing custom solutions with DAX and M languages Who This Book Is For This book is for BI professionals who wish to enhance their knowledge of Power BI beyond and to enhance the value of the Power BI solutions they deliver to business users. Those who are looking at quick solutions to common problems while using Power BI will also find this book to be a very useful resource .Some experience with Power BI will be useful. What You Will Learn Cleanse, stage, and integrate your data sources with Power BI Abstract data complexities and provide users with intuitive, self-service BI capabilities Build business logic and analysis into your solutions via the DAX programming language and dynamic, dashboard-ready calculations Take advantage of the analytics and predictive capabilities of Power BI Make your solutions more dynamic and user specific and/or defined including use cases of parameters, functions, and row level security Understand the differences and implications of DirectQuery, Live Connections, and Import-Mode Power BI datasets and how to deploy content to the Power BI Service and schedule refreshes Integrate other Microsoft data tools such as Excel and SQL Server Reporting Services into your Power BI solution In Detail Microsoft Power BI is a business intelligence and analytics platform consisting of applications and services designed to provide coherent, visual and interactive insights of data. This book will provide thorough, technical examples of using all primary Power BI tools and features as well as demonstrate high impact end-to-end solutions that leverage and integrate these technologies and services. Get familiar with Power BI development tools and services, go deep into the data connectivity and transformation, modeling, visualization and analytical capabilities of Power BI, and see Power BI's functional programming languages of DAX and M come alive to deliver powerful solutions to address common, challenging scenarios in business intelligence. This book will excite and empower you to get more out of Power BI via detailed recipes, advanced design and development tips, and guidance on enhancing existing Power BI projects. Style and approach This book consists of practical recipes on Power BI that target novices as well as intermediate Power BI users. It goes deep into the technical issues, covers additional protocols, and many more real-live examples.
