Texas

Power BI Track

Monday 9:00 AM - 5:00 PM · Room B

Power BI Bootcamp for SharePoint Professionals

Treb Gatte

Treb Gatte

Marquee Insights, make better, faster decisions with smarter data.

NOTE: YOU WILL NEED A COMPUTER WITH THE LATEST VERSION OF POWER BI DESKTOP INSTALLED PRIOR TO WORKSHOP TIME. THIS IS A HANDS ON BOOTCAMP.

Need to create stunning dashboards from your SharePoint data?

Yes you do!

In this bootcamp, we’ll show you:

  • How should I approach my BI need?
  • What things should be considered when creating dashboards?
  • What are the best practices?
  • How much is this going to cost me to license?
  • What security aspects should concern me?

Who should take this course: If your company uses Office 365 or SharePoint 2013/2016 and you are a:

  • Manager
  • Business Analyst
  • Power User
  • SharePoint Administrator
  • Consultant

If you work in these areas, you will see value:

  • Marketing
  • Information Technology
  • Finance
  • Sales
  • Social Media

The class assumes no prior knowledge of Power BI and Data Concepts.

What is required for this class: Install Microsoft Power BI Desktop on your laptop (recommended but not required). We'll provide an Office 365 site for you to use for exercises

In this workshop you will:

  • Learn how to create Production Dashboards using Power BI, from SharePoint list and document library data
  • How to use Power BI in a multitude of situations, including ad hoc analysis and the creation of formal dashboard.
  • Learn the Power BI components: Power BI Desktop, PowerBI.com, Power BI mobile applications and how they can be used with Office 365 and SharePoint
  • Receive an introduction into the core functions of Power BI; Data extraction, loading and transformation using Power Query Formula Language (“M”) and DAX.
  • Receive some guidelines on how to extract Project data in fast manner.
  • Discover some data modeling practices that will ensure you have maximum flexibility in analysis. You'll also learn some visualization best practices to ensure you can tell your digital story effectively
  • Learn best practices for maintaining content with your organization

This workshop provides an end to end view of Power BI for SharePoint reporting, so that you are able to use Power BI immediately for your needs.

Tuesday 9:00 AM - 5:00 PM · Room 2

Unlocking the Power of Power BI: Your Ultimate Guide

Scott Shearer

Scott Shearer

Microsoft Power Platform Evangelist and MVP

Treb Gatte

Treb Gatte

Marquee Insights, make better, faster decisions with smarter data.

Unlock the full potential of Power BI in this comprehensive, full-day workshop designed for professionals at all skill levels. "Mastering Power BI: From Basics to Business Impact" guides you through everything you need to know, from foundational concepts to advanced features.

Learn how to build dynamic reports, connect to various data sources, and seamlessly integrate with Microsoft Excel and SharePoint. Dive into real-world demonstrations, explore the nuances of Power BI licensing, and discover the capabilities of Power BI Report Server.

Engage with experts, ask questions, and leave with actionable insights to drive your data strategy forward.

We'll cover:

  • Section 1: Understanding Power BI Architecture
  • Section 2: Power BI Desktop Deep Dive
  • Section 3: Power BI Web Service & Collaboration
  • Section 4: Power BI Report Server and On-Premises Environments
  • Section 5: Licensing, Administration, and AI
  • Section 6: Power BI Metrics
Wednesday 9:50 AM - 11:00 AM · Room C

Beginners Guide to Power BI

Scott Shearer

Scott Shearer

Microsoft Power Platform Evangelist and MVP

This session will provide you with the knowledge that you need to quickly become productive using Power BI.

You will be introduced to:

  • Power BI licensing
  • Power BI Components
  • Using the Power BI Desktop app
  • Using the Power BI Service
  • How to create reports and dashboards
  • Learning Resources

During the demo, we will *Import data from more than one source *Transform the data *Create a Report *Publish a report to the Power BI Service *Create a Dashboard *Schedule a data refresh

Attend this demo-rich session and get started with Power BI!

Wednesday 11:40 AM - 12:50 PM · Room 5

Unraveling Microsoft Fabric for the Power BI User

Dan English

Dan English

Microsoft, Senior Program Manager | Fabric CAT

Are you a Power BI developer? Have you heard about Microsoft Fabric? What are all of these new "Data" experiences - Data Factory, Data Engineering, Data Science, Data Warehousing, oh my and other items such as Data Activator and Real-Time Analytics? Wow! Where did Power BI go?

In this session we will go under the covers and unravel Microsoft Fabric to help educate Power BI developers on the new capabilities available and provide some guidance on how to get started and skilled up on using these new experiences which will include Lakehouse, Dataflows Gen2, Data Pipelines, and Direct Lake mode for Power BI.

Come and learn about Microsoft Fabric and looking forward to answering any questions you might have as well as hear your feedback!

Wednesday 2:20 PM - 3:30 PM · Room B

Power BI Sharing - Your Options for Keeping Everyone Informed

Daniel Glenn

Daniel Glenn

Microsoft MVP, Owner and Microsoft 365 Consultant at CollabFront

Every organization is a data organization, and you must collaborate on data to stay on track. Sharing insights from within Power BI will give you an advantage and help steer your organization in the right direction.

However there are some pitfalls with sharing - if you don’t know your options and set proper governance, you could be on your way to a data breach or giving your private information to the competition.

In this session, you will get a short introduction to Power BI and understand where data resides, why and how you should share with your colleagues and outside partners, and get a strategy for setting governance for your data.

You will walk away with the outline of a governance plan, an understanding of your sharing options, and the sharing settings you should immediately turn off.

Wednesday 4:20 PM - 5:30 PM · Room 2

Develop your custom Teams Audit process with Flows

Toni Pohl

Toni Pohl

CTO atwork, Microsoft MVP

In large organizations, it is crucial to have governance for data and train users to be responsible with their data. Microsoft Teams owners are responsible for their team members and guests. We have developed a solution that starts an audit process and sends out one email to each team owner, asking for a confirmation with all members and a review and confirmation with Azure Logic Apps and the help of Microsoft Graph and Outlook. You will learn how to develop your custom Teams Audit process with Azure Logic Apps and how to create flows that can be used for approval and governance processes including the technical tools to develop your organization´s secure business processes.

Wednesday 4:20 PM - 5:30 PM · Room 5

Querying Power BI REST APIs within a Power BI Dataset

John Kerski

John Kerski

Director, Client First Technologies

Would you like to build a Power BI dataset that could inventory your workspaces, reports, datasets, and refresh schedule? Would you'd like to query another dataset to import into your dataset? In this session I'll show you how to leverage an open-source custom connector that connects to Power BI's REST APIs to do just that.

Thursday 9:00 AM - 10:10 AM · Room A

What are Power BI Metrics?

Treb Gatte

Treb Gatte

Marquee Insights, make better, faster decisions with smarter data.

In this session, you'll learn about Power BI Metrics and how they can be used in your organization to track the metrics that matter to you.

You'll learn about:

  1. Scorecards
  2. Goals
  3. Check-ins
  4. Target and Current values
Thursday 9:00 AM - 10:10 AM · Room 7

Drive your digital transformation with the Power Platform

Luc Labelle

Luc Labelle

CEO at Kabesa (MVP, MCT)

Join us in this session to learn how to create applications, automate business processes and monitor your organization’s performances using Power Apps, Power Automate and Power BI. We will perform a step-by-step demo showing how to create a mobile application, an approval flow and a Dashboard to track requests from a SharePoint list. In this session, we will work with a simple use case, based on real business requirements that all attendees can relate to.

Thursday 10:50 AM - 12:00 PM · Room D

DataOps 101 – A Better Way to Develop and Deliver Data Analytics

John Kerski

John Kerski

Director, Client First Technologies

Power BI has revolutionized the industry by accelerating our ability to deliver Data Analytics solutions. But how do we ensure the code we build is reliable and the data is produced in a timely and trustworthy manner? Enter DataOps, a better way to develop and deliver Data Analytics Solutions. In this session, I’ll cover the concept of DataOps, why it matters to Power BI, and the principles that can drive you to continuously improve.

Thursday 1:30 PM - 2:40 PM · Room B

Power BI Gotchas - Dan's Dirty Dozen

Dan English

Dan English

Microsoft, Senior Program Manager | Fabric CAT

In this session you will get some insights into the Power BI gotchas that I have seen over the years. I will highlight a dozen of what I would call "what not to do" or shall we say "dirty" items. I have had an opportunity over the years to work with some of the largest customers of Power BI in the world and you might be surprised what comes up sometimes;)

We will cover items around data model development, DAX, and report design for the things to be aware of and go over how to avoid and fix these things when developing Power BI models and reports that I feel should be avoided.

The dozen items that will be covered are just a glimpse into the report development of "what not to do" items at least in my opinion, I am sure you have seen your fair share as well and would love to hear what others have come across or potentially done too:)

Thursday 3:30 PM - 4:40 PM · Room B

Bring Your SharePoint Data to Life Using Power BI!

Scott Shearer

Scott Shearer

Microsoft Power Platform Evangelist and MVP

Power BI can transform how your users see and interact with your SharePoint data! In this session, you'll learn tips, tricks and best practices for using SharePoint with Power BI. We'll start by discussing the "out of the box" SharePoint list integration with Power BI and Power BI licensing. Then we'll move on to importing list data into Power BI and transforming that data. Finally, we'll create and publish a Power BI report and embed that report on a SharePoint page.

Attend this session and see how Power BI can bring you SharePoint data to life!

Thursday 3:30 PM - 4:40 PM · Room 3

Roundtable Discussion - Getting Certified with Power BI & Fabric

John Kerski

John Kerski

Director, Client First Technologies

Join us for an engaging and informal gathering where participants delve into topics that matter to them. Roundtable Discussions are a space for sharing ideas, perspectives, and experiences with other attendees. Pull up a chair, and let’s exchange insights!

Friday 9:00 AM - 10:10 AM · Room 7

Avoiding the "Grey Box of Death": Automatically Checking For Broken Visuals in Power BI

John Kerski

John Kerski

Director, Client First Technologies

Have you ever updated a semantic model/dataset and didn't realize it broke a visual in a Power BI report? Have you ever seen that "grey box of death" (or your customers call you about it) after making an update to Power BI? In this session, I demonstrate a way to combine Microsoft Playwright and Azure DevOps to automatically test for broken visuals and notify you about those issues.

Friday 12:30 PM - 1:40 PM · Room B

Power BI Model and Report Optimization Tips

Dan English

Dan English

Microsoft, Senior Program Manager | Fabric CAT

Creating tabular data models and reports is easy with tools like Power BI Desktop. You can build and deploy models and reports really quick, but are they optimized? Is the model and report designed efficiently and is the DAX code in the model set up in a way that it will continue to perform well as the data volumes and number of users increase over time.

In this session we will explore the basic steps you should take as you build out your tabular data models and discuss some best practices in designing the model as well as report to avoid potential pitfalls. We will look at the tools you can use to evaluate and test your models and reports as you build them so that you will know how to use them.

After this session you will have an understanding of how to review and evaluate your tabular models and reports to follow best practices for implementation and deployment.

Friday 1:50 PM - 3:00 PM · Room 5

Exploring Power Platform AI for Next-Generation Solutions

Manpreet Singh

Manpreet Singh

Architect | MVP | MCT | Author | Speaker | Blogger

In the era of digital transformation, organizations are increasingly turning to artificial intelligence (AI) to drive innovation, streamline operations, and deliver unparalleled experiences to customers and employees alike. Microsoft Power Platform AI emerges as a game-changing toolkit, empowering citizen developers and IT professionals to harness the power of AI and build intelligent solutions without the need for extensive coding expertise.

This session invites you to embark on a journey into the world of Power Platform AI, where imagination meets innovation to unlock new possibilities and drive business growth.

Attendees will dive deep into the capabilities and functionalities of Power Platform AI, in:

  • PowerPlatform
  • Power Automate
  • DataVerse
  • Power Pages
  • Power Virtual Agent (CoPilot)

Through hands-on demos, real-world use cases, and best practices, attendees will learn how Power Platform AI is transforming industries and driving innovation across diverse business domains, including sales, marketing, finance, and customer service.

Join me as we explore the limitless possibilities of Power Platform AI and discover how you can empower your organization to innovate, automate, and thrive in the AI-powered future.

X Close

Keep Up to Date on
TechCon 365 Dallas