Core Data & Analytics Interest Group

All,

We  in the process of developing a series of internal visualization dashboards for our staff and executive team using Microsoft Power BI. We have a committee of 10 staff with Pro licenses, though I'll be handling most of the development and build out myself. From our initial experiments, it looks like organizational staff without Pro can still view and filter dashboards through the standard Microsoft 365 environment.

We don't anticipate adopting Fabric at this time, so the plan is to rely on Workspaces to manage and share individual projects. I'm also looking at opportunities to introduce some automation (e.g.  reporting of branch statistics submitted quarterly) to reduce manual upkeep.

For those of you already using Power BI in your libraries, I'd love to hear any lessons learned. Are there best practices or pitfalls you'd recommend keeping in mind? How have your teams adapted to the platform? And if you could begin the process again, what would you do differently?

Many thanks for your insights,

Bill

All,

We  in the process of developing a series of internal visualization dashboards for our staff and executive team using Microsoft Power BI. We have a committee of 10 staff with Pro licenses, though I'll be handling most of the development and build out myself. From our initial experiments, it looks like organizational staff without Pro can still view and filter dashboards through the standard Microsoft 365 environment.

We don't anticipate adopting Fabric at this time, so the plan is to rely on Workspaces to manage and share individual projects. I'm also looking at opportunities to introduce some automation (e.g.  reporting of branch statistics submitted quarterly) to reduce manual upkeep.

For those of you already using Power BI in your libraries, I'd love to hear any lessons learned. Are there best practices or pitfalls you'd recommend keeping in mind? How have your teams adapted to the platform? And if you could begin the process again, what would you do differently?

Many thanks for your insights,

Bill

All,

We  in the process of developing a series of internal visualization dashboards for our staff and executive team using Microsoft Power BI. We have a committee of 10 staff with Pro licenses, though I'll be handling most of the development and build out myself. From our initial experiments, it looks like organizational staff without Pro can still view and filter dashboards through the standard Microsoft 365 environment.

We don't anticipate adopting Fabric at this time, so the plan is to rely on Workspaces to manage and share individual projects. I'm also looking at opportunities to introduce some automation (e.g.  reporting of branch statistics submitted quarterly) to reduce manual upkeep.

For those of you already using Power BI in your libraries, I'd love to hear any lessons learned. Are there best practices or pitfalls you'd recommend keeping in mind? How have your teams adapted to the platform? And if you could begin the process again, what would you do differently?

Many thanks for your insights,

Bill