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You've uploaded data to Power BI, you understand how to make a simple table, and now you're ready to make the most of the program. In Caroline Henne's latest Power BI video, she demonstrates how to upgrade your visuals and leverage them to answer important questions about project data, with use cases from project management to illustrate the power of this program. 💥 Getting started with Power BI? Check out Caroline's video tutorial on migrating data from Smartsheet to Power BI:https://youtu.be/zJYArKZT3Ho It's a great introduction to uploading data and building a simple visual in the platform! Highlights: 00:00 Start 00:41 Working With the Data 2:13 Use Case: Estimated Hours for Projects 6:13 Troubleshooting: Filtering for Open Projects 8:00 Option 1: Adjusting Filters in Power BI 9:15 Option 2: Adjusting Filters in Smartsheet 10:30 Switching Data Source from Sheet to a Report in Smartsheet 13:28 Viewing Data with Slicers 18:02 Summary: Options for Filtering and Viewing Data 20:11 Teaser: Publishing Your Visuals & Adding to Smartsheet Dashboards ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup

Power BI can be a powerful tool to bring life to your data and reduce the risk of using multiple data analytic platforms! As with any new tool, it can be overwhelming and confusing when first learning. In this video, we'll share 4 beginner-friendly tips when learning to utilize Power BI to help you navigate with ease and provide a short tutorial for each. With seamless integration of Smartsheet, Monday.com, and other platforms, Echo can help you adopt and integrate Power BI to leverage your data – for teams of one or one hundred: https://www.echoprojectmanagement.com/microsoft-power-bi. Here are four time-saving features in Microsoft Power BI along with beginner tips on how to use them effectively: Query Editor for Data Cleaning: Use the Query Editor in Power BI to clean and transform your data before loading it into your reports. Tip: Explore the various data transformation options such as removing duplicates, splitting columns, renaming columns, and applying filters to streamline your data preparation process. Data Model for Relationships: Utilize the Data Model to establish relationships between different tables in your dataset. This allows you to combine data from multiple sources and create more meaningful insights. Tip: When creating relationships, ensure that the columns you're linking have the same data type and values to avoid errors. DAX Expressions for Calculations: Leverage DAX (Data Analysis Expressions) to create powerful calculations and measures in Power BI. Tip: Start with simple DAX expressions and gradually learn more advanced functions and techniques as you become more familiar with Power BI. Use functions like SUM, AVERAGE, CALCULATE, and RELATED to perform calculations and create measures. Custom Visuals for Enhanced Visualization: Take advantage of Power BI's custom visuals gallery to enhance your data visualizations and tell compelling stories with your data. Tip: Experiment with different custom visuals to find the ones that best suit your data and reporting needs. Pay attention to usability and accessibility when selecting custom visuals for your reports. By incorporating these time-saving features into your Power BI workflow and applying the beginner tips provided, you can streamline your data analysis and reporting processes and create more impactful insights for your organization. Highlights 00:29 Visuals 01:15 Summarize Field 02:18 Customize Current Theme 04:00 Importing Data Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO TAG: power bi,power bi tutorial for beginners,power bi tutorial,power bi for beginners,microsoft power bi,power bi training,power bi desktop,power bi dashboard,learn power bi,power bi reports,power bi desktop tutorial,microsoft power bi tutorial,power bi tutorials,power bi desktop tutorial for beginners,beginners guide to power bi,power bi tips and tricks,microsoft power bi tutorial for beginners,power query in power bi,power bi how to,how to use power bi SEO HASHTAG: #Microsoft, #Power, #BI, #Tutorial, #4_Time_Saving, #Features, #Power_BI, #Beginner_Power_BI, #Tips,

Do you store your project data in Smartsheet, but are looking to create more engaging visuals to illustrate for your team? Smartsheet and Power BI can be used together to bring your project data to life, helping to improve visibility and understanding on projects. In the first of a two-part video series, Caroline Henne kicks things off by demonstrating how to select your Smartsheet data in Power BI, and illustrates how to create a simple visual in the Power BI environment. To connect Smartsheet to Power BI, you can use the built-in connector in Power BI Desktop. Here's a step-by-step guide: Open Power BI Desktop: If you haven't already, download and install Power BI Desktop from the Microsoft website. Get Data: Launch Power BI Desktop and click on "Get Data" from the Home tab on the ribbon. Select Smartsheet Connector: In the "Get Data" window, search for "Smartsheet" in the search bar or navigate to "All" and find Smartsheet from the list of connectors. Click on "Smartsheet" and then click "Connect." Authenticate: Power BI will prompt you to sign in to your Smartsheet account. Enter your credentials and sign in. Choose Data: After authentication, you'll see a navigator window where you can select the Smartsheet data you want to import. Choose the sheets or reports you want to bring into Power BI by checking the boxes next to their names. Then click "Load" or "Transform Data" to continue. Transform Data (Optional): If you click on "Transform Data," it will open Power Query Editor where you can apply transformations to your data before loading it into Power BI. You can clean, filter, or reshape your data here. Load Data: Once you're done with transformations (if any), click on "Close & Load" to import the data into Power BI. Visualize Data: Power BI will load the data into the data model. You can then create visualizations, reports, and dashboards based on your Smartsheet data. Refresh Data: After creating your reports, you can set up automatic data refresh so that Power BI pulls in the latest data from Smartsheet on a schedule. You can configure this from the "Home" tab by clicking on "Schedule Refresh." That's it! You've successfully connected Smartsheet to Power BI. Now you can leverage Power BI's robust visualization and analysis capabilities to gain insights from your Smartsheet data. 💥 Looking for Part 2 of this series, where Caroline demonstrates how to create more complex visuals for different needs? Check it out here: https://youtu.be/WOQ1DXXUo7c Want some guidance on using Power BI on your team? Head over to our website to learn more about our Power BI work: https://www.echoprojectmanagement.com/microsoft-power-bi ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO HASHTAG: #How, #Connect, #Smartsheet, #Power, #BI, #Part_1, #Selecting, #Data, #Building, #Visual, SEO TAG: Power BI,Power BI and Smartsheet,Using Power BI with Smartsheet,Smartsheet and Power BI,Smartsheet Power BI,Data visualization,MS 365 Power BI,MS 365,Microsoft 365,Microsoft,power bi,smartsheet,connect to smartsheet,how to power bi,how to use power bi,smartsheet power bi,write to power bi,power bi and smartsheet,smartsheet and power bi,power bi tutorial,selecting data,selecting,selecting features,using power bi with smartsheet,ms 365 power bi,BI

Now that we've got our Smartsheet Data source imported to Power BI, it's time to build some visuals! In Part 2 of our Power BI to Smartsheet series, Caroline demonstrates how to work with your Smartsheet data set to create more complex visuals, adjust formatting and filters, gain helpful insights from your data set, and publish the visuals for easy visibility across a team. Make sure to watch her two use cases for using Power BI in project management: viewing projects per consultant, and projects per client! To connect Smartsheet to Power BI, you can use the Smartsheet connector available in Power BI Desktop. Here's a step-by-step guide: Open Power BI Desktop: Launch Power BI Desktop on your computer. If you don't have it installed, you can download it from the Microsoft website. Get Data: In Power BI Desktop, click on the "Home" tab in the ribbon menu, and then click on "Get Data" in the "External Data" group. Select Smartsheet Connector: In the "Get Data" window, search for "Smartsheet" in the search bar or locate it under the "Online Services" category. Click on "Smartsheet" and then click "Connect." Authenticate: Power BI will prompt you to sign in to your Smartsheet account. Enter your credentials (email and password) and click "Sign In." Choose Data: After successful authentication, you'll see a navigator window displaying your Smartsheet workspaces, sheets, and reports. Navigate through your Smartsheet account structure and select the data you want to import into Power BI. You can choose one or multiple sheets/reports. Click "Load" when you're ready. Transform Data (Optional): You can perform data transformations using Power Query Editor before loading the data into Power BI. This step allows you to clean, filter, or reshape the data as needed. Click on "Transform Data" to open Power Query Editor. Load Data: After transforming the data (if necessary), click on "Close & Load" to import the selected data into Power BI. Visualize Data: Power BI will load the data into the data model, and you'll be directed to the report view. Here, you can create visualizations, reports, and dashboards based on your Smartsheet data. Refresh Data: To keep your Power BI reports up to date with changes in your Smartsheet data, you can configure scheduled refreshes. Click on "Home" in the ribbon menu and then click on "Schedule Refresh" to set up automatic data refreshes. That's it! You've successfully connected Smartsheet to Power BI, allowing you to analyze and visualize your Smartsheet data within the Power BI environment. (Missed part 1 of this series? Find it here: https://youtu.be/zJYArKZT3Ho) Highlights: 0:00 Picking up from Part 1 00:47 Creating a Bar Chart 1:50 Use Case: Projects per Consultant 3:00 Formatting Your Visual 6:19 Dealing with Blanks in Your Data Set 7:52 Use Case: Projects Per Client 14:14 Exploring Formatting Options 16:11 Publishing Your Visual ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO HASHTAG: #How, #ConnectSmartsheet, #PowerBI, #Part2, #Creating, #ComplexVisuals, #connect_to_smartsheet, #power_bi_tutorial, SEO TAG: power bi,connect to smartsheet,smartsheet,connect smartsheet to excel,how to power bi,how to use power bi,introduction to power bi,write to power bi,smartsheet power bi,power bi and smartsheet,smartsheet and power bi,connect smartsheet to sql server,how to connect google sheets to power bi,power bi tutorial,power bi training,power bi for beginners,Power BI,Power BI and Smartsheet,Smartsheet and Power BI,Smartsheet Power BI,MS 365 Power BI,MS 365,Microsoft 365,Microsoft,pmo manager,power bi videos,power bi demo,power bi,smartsheet,power bi and smartsheet,smartsheet and power bi,power bi tutorial,power bi training,Creating More Complex Visuals: Echo Consulting,Complex Visuals: Echo Consulting,Power BI: Echo Consulting,creating more complex visuals: echo consulting,complex visuals: echo consulting,BI

What is the status of this project? Where do you look? Who updates it and how often? Managing project information and ensuring data is up to date can be frustrating and time consuming and manual. Caroline Henne of Echo Consulting provides real world tips and tricks on how to manage different types of project data and provides tactical demos of how to manage project plan data in Smartsheet and dashboards and data visualizations in Microsoft Power BI. ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup