1. Welcome! Power BI User Group (PUG)
London

2. Power BI for Program Managers
Stuart Box
Burningsuit Ltd

3. Welcome to Power BI for Program Managers
Strategies for getting your users on-side with Power BI, enabling them to use Data and Templates created for them and managing access to data provided as Power BI Data Models

4. The aim is to help users To here From here
Peak of Inflated Expectation
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Technology
Trigger
The aim is to help users
Visibility
From here
To here
Time

5. Identify Your User Types
Consumers
Report Writers/Visualisers
Data Modellers
Administrators/Developers
You can’t train everybody in everything

6. Administration & Configuration Data Connections Query, Data filtering
Developers
Data Modellers
Report Writers
Consumers
Administration & Configuration
Data Connections
Query, Data filtering
Query, Data clean up
Data Modelling – Relationships
Data Modelling – Measures
Data Modelling – Denormalisation
Data Modelling – Hide fields & tables
Visualisations – Reports & Dashboards
Visualisations – Custom Visualisations
Visualisations – Filtering & Interaction
Workgroups – Sharing & Admin
Workgroups – Premium
Workgroups – Publishing Apps
Finding Apps
Viewing & Filtering Reports & Dashboards
Notifications & Subscriptions
SmartPhone & Tablet use

7. Build Groups Create Active Directory Groups
Configure Administration Settings for Power BI

10. Admin Tenant Settings Share Content with External Users Groups
Publish to Web Organisation
Export Data Groups
Export as PowerPoint Groups
Print Dashboards and Reports Groups
Publish Apps & Content packs to Entire Organisation Groups
Create Template Apps Groups
Use Cortana Organisation
Use Analyse in Excel Groups
Use ArcGIS Maps Organisation
Interact with & share R Visuals Organisation
Create Audit Logs Organisation

11. Admin Tenant Settings Share Content with External Users Groups
Publish to Web Organisation
Export Data Groups
Export as PowerPoint Groups
Print Dashboards and Reports Groups
Publish Apps & Content packs to Entire Organisation Groups
Create Template Apps Groups
Use Cortana Organisation
Use Analyse in Excel Groups
Use ArcGIS Maps Organisation
Interact with & share R Visuals Organisation
Create Audit Logs (OFF by default) Organisation

12. The Data Modellers

17. Data Modelling Simple is better than complex Denormalise
Rename and Hide
Create Measures (not Columns)
Control who has Power BI Desktop

18. The Report Writers

22. Visualisations Less is more Group with colour Consistency
Tabs and names
Brand it
Help Page

23. Developers
Use Workgroups
Pro – Share
Premium Apps

25. Consumers
Much of the earlier work is to make things easier for Consumers
Help with Logging On
Use cards for notifications
Iphone & Tablets

27. Conclusions Identify your user types and train them accordingly
The right training program, delivered to the right people, will encourage adoption and smooth the roll-out of Power BI
This should be thought about before the roll-out begins, not during or after
“If you think education is expensive, try ignorance”.

28. Questions ?

29. Thank you for Attending!
Don’t forget to join your local PUG to enjoy year-round networking and learning.