Using Microsoft Power BI to connect

to Online and Cloud based data

www.aajtech.com

Robert KutzSr. Consultant, BI, AAJ Technologies

robert.kutz@aajtech.com

Presented by:

AAJ TECHNOLOGIESAgenda

• The components that make up the Power BI stack• How to connect to and report on data from Online Microsoft CRM• How to connect to and report on data from Salesforce,com• How to connect to and report on data hosted on Microsoft’s Azure platform• How join together data from multiple sources to report and visualize Key Performance Indicators

AAJ TECHNOLOGIESWhat is Power BI?

• Excel• Power Pivot• Power Query• Power Viewer

• Power BI Designer• Power BI Cloud• https://powerbi.microsoft.com/downloads

AAJ TECHNOLOGIESConnecting to Online and Cloud based Data

AAJ TECHNOLOGIESDemo

• Connecting to and retrieving Salesforce data• Connecting to and retrieving Dynamics CRM data• Connecting to and retrieving Azure SQL data• Joining data from Multiple sources• Creating and publishing dashboards

AAJ TECHNOLOGIESQuestions and Answers

Thank YouRobert Kutz

Sr. Consultant, BI, AAJ Technologiesrobert.kutz@aajtech.com