• Bạn hoàn thành bao nhiêu việc thực sự quan trọng?
• Đội nhóm của bạn phối hợp với nhau hiệu quả đến mức nào?
• Và bạn đang lãng phí bao nhiêu thời gian cho những công việc… vốn không đáng mất thời gian?

Đây chính là lúc Microsoft 365 tỏa sáng. Nó không chỉ là một bộ công cụ, mà là một nền tảng cộng tác toàn diện, được thiết kế để giúp doanh nghiệp của bạn làm việc nhanh hơn, thông minh hơn mà không cần phải gia tăng khối lượng công việc.

Cộng tác liền mạch, dù bạn ở đâu

Dù nhân viên của bạn đang ở văn phòng, ngồi tại một quán cà phê yêu thích, hay làm việc từ xa ở một thành phố khác, Microsoft 365 vẫn tạo ra một không gian làm việc số thống nhất. Đó là nơi mọi người có thể kết nối, chia sẻ ý tưởng và cùng nhau hoàn thành dự án như thể đang ngồi chung một phòng họp.

Microsoft Teams chính là trái tim của không gian làm việc số này. Chỉ với vài cú nhấp chuột, bạn có thể bắt đầu một cuộc trò chuyện nhóm, thực hiện cuộc gọi video sắc nét, hay chia sẻ màn hình để trình bày ý tưởng. Việc tạo ra các kênh làm việc riêng cho từng phòng ban, từng dự án giúp mọi thông tin, tài liệu luôn được sắp xếp một cách ngăn nắp và khoa học. Hơn thế nữa, Teams còn tích hợp sâu với lịch Outlook, kho lưu trữ OneDrive và công cụ quản lý Planner, cho phép bạn xử lý gần như mọi tác vụ ngay trong một giao diện duy nhất.

Bên cạnh đó, bộ đôi OneDrive & SharePoint đã giải quyết triệt để bài toán lưu trữ và chia sẻ tài liệu. Dữ liệu của bạn được đồng bộ hóa trên mọi thiết bị, từ laptop đến điện thoại di động. Việc chia sẻ tệp tin trở nên nhanh chóng và an toàn với khả năng kiểm soát quyền truy cập linh hoạt. Đặc biệt, tính năng cộng tác theo thời gian thực trên Word, Excel, và PowerPoint đã chấm dứt hoàn toàn cơn ác mộng mang tên “gửi file qua lại rồi chờ góp ý”.

Tăng tốc quy trình – Tiết kiệm thời gian quý báu

Với Microsoft 365, rất nhiều công việc thủ công, lặp đi lặp lại có thể được tự động hóa một cách thông minh. Điều này giải phóng thời gian để bạn và đội nhóm có thể tập trung vào những nhiệm vụ chiến lược, thực sự tạo ra giá trị.

Công cụ Power Automate cho phép bạn xây dựng các luồng công việc tự động như gửi thông báo khi có nhiệm vụ mới, cập nhật trạng thái dự án, sao lưu dữ liệu quan trọng, hay tự động hóa quy trình phê duyệt đề xuất. Khả năng kết nối với hàng trăm ứng dụng khác (cả của Microsoft và bên thứ ba) giúp bạn dễ dàng thiết lập một quy trình linh hoạt, phù hợp với mọi nhu cầu đặc thù của doanh nghiệp.

Song song đó, Planner & To Do là câu trả lời hoàn hảo cho việc quản lý công việc. Bạn có thể dễ dàng giao việc, theo dõi tiến độ, đặt lời nhắc cho bản thân và cả đội nhóm. Mọi thứ được đồng bộ mượt mà trên web, máy tính và ứng dụng di động, giúp bạn nắm bắt tình hình công việc mọi lúc, mọi nơi mà không cần đến một phần mềm riêng lẻ nào khác.

Năng suất đến từ dữ liệu và sự kết nối

Microsoft 365 không chỉ là công cụ để “làm việc”, nó còn là một “trợ lý số” đắc lực, giúp bạn làm việc một cách khoa học hơn dựa trên dữ liệu.

• Power BI biến những con số khô khan thành các biểu đồ và dashboard trực quan, giúp bạn nắm bắt tình hình kinh doanh, tiến độ dự án theo thời gian thực.
• Delve hoạt động như một trợ lý thông minh, tự động gợi ý những tài liệu, nội dung có liên quan đến công việc bạn đang thực hiện.
• Outlook kết hợp cùng Viva Insights phân tích cách bạn sử dụng thời gian làm việc và đưa ra những gợi ý hữu ích để bạn cân bằng, tập trung và làm việc hiệu quả hơn.

Những con số biết nói

Hiệu quả của Microsoft 365 không chỉ là lý thuyết. Các số liệu thực tế đã chứng minh giá trị mà nền tảng này mang lại:

• Người dùng Microsoft 365 tiết kiệm trung bình 1,5 giờ mỗi tuần nhờ khả năng cộng tác hiệu quả và truy cập dữ liệu nhanh chóng.
• Gần 90% người dùng đánh giá cao trải nghiệm làm việc nhóm qua Teams hơn so với các công cụ truyền thống khác.
• Các doanh nghiệp sử dụng M365 báo cáo năng suất tăng trung bình 20–30% chỉ sau 6 tháng triển khai.

Một nền tảng – Nhiều công cụ – Một cách làm việc mới

Thay vì phải dùng nhiều phần mềm riêng lẻ cho từng mục đích, Microsoft 365 mang đến một hệ sinh thái làm việc tích hợp toàn diện.

Kết luận: Năng suất là sự kết hợp giữa công cụ đúng và cách làm việc đúng

Microsoft 365 không chỉ đơn thuần là một bộ ứng dụng văn phòng. Nó là chất xúc tác cho quá trình chuyển đổi số, thay đổi cách bạn và đội nhóm làm việc mỗi ngày. Đó là một văn hóa làm việc mới: cộng tác dễ dàng hơn, chia sẻ liền mạch hơn, làm việc từ mọi nơi, và quan trọng nhất – gia tăng hiệu suất mà không cần phải “tăng ca”.

Bạn lo lắng việc triển khai Microsoft 365 sẽ phức tạp, tốn kém hoặc không tận dụng hết các tính năng mạnh mẽ của nó?

Hãy để Opus Solution trở thành người đồng hành đáng tin cậy. Chúng tôi sẽ giúp bạn:

• Đánh giá chính xác nhu cầu thực tế của doanh nghiệp.
• Tư vấn gói dịch vụ phù hợp nhất – đảm bảo không mua thừa, không dùng thiếu.
• Đào tạo chuyên sâu cho đội ngũ và hỗ trợ kỹ thuật tận tình sau triển khai.

Cộng tác hiệu quả không cần những công cụ phức tạp. Bạn chỉ cần đúng nền tảng – và một đối tác đồng hành đáng tin cậy.

Liên hệ với chúng tôi ngay hôm nay để nhận tư vấn miễn phí!

The post Tăng năng suất – Cộng tác dễ dàng với Microsoft 365 appeared first on Opus Solution.

Let’s explore how harnessing the power of your intranet can elevate your marketing strategies. 

Marketing staff challenges include:  

• Managing multiple, interdependent, time-critical projects, such as trade shows, press tours, and product launches, that may involve multiple groups scattered across wide geographic areas.
• Keeping the sales department informed of marketing programs, such as new pricing strategies, trade show participation, and special promotions.
• It’s important to share information about competitors with the sales team and other departments. Sales and marketing teams need to work closely together, but other parts of the business also need to communicate. For example, managers in different areas need to see up-to-date sales figures. Marketing and sales managers need company information like production plans and product costs.
• Collecting and keeping correct and current market information is difficult because it comes from many different places. A lot of important products, services, and market details are on paper, which is slow and costly. The situation is made worse by the fact that market conditions change quickly, so information can be outdated before it’s shared. It’s also hard to gather and combine sales estimates, offers, and results in a secure and timely way. Many companies sell products through different channels in many places, and these channels depend on each other. 

The Intranet SharePoint portal functions 

SharePoint Content Management and Asset Storage

Source: Microsoft

Your marketing team members will be able to reduce the time it takes to discover and find useful and relevant content just as easy as it is to publish content into the company portal. No worries about protecting your assets, SharePoint safeguards your business with record management, which is secure and protected across the organization with your employee intranet.

Product Information  

SharePoint provides a central repository for employees, customers, and business partners to access information such as product availability, price lists, catalogs, brochures, data sheets, and specifications. 

Source: Microsoft

Product demos and scripts 

Allow the sales force to download product demonstration scripts and sales presentations. Much faster and less expensive than traditional methods of distributing demonstration and presentation materials. Ensures the inclusion of the latest features in presentations. 

Sales forecasts and reports  

Sales management disseminates sales goals and performance data over the Intranet. The field sales force has access to the most recent sales and quota information. Enhances communications among field sales, regional sales management, and headquarters. Gives management better tools for tracking sales performance, such as comparing forecasts to actual sales. Helps manufacturing perform more effectively with production scheduling. 

Sales contact management 

Use a Web-based database to centralize a single sales contact management system that sales reps and business partners can leverage. Provides a central database accessible by remote sales employees anywhere, anytime. More consistent, timely, and accurate tracking system for customer prospect information. 

Sales lead management 

Use e-mail or other group applications to distribute sales leads to appropriate reps and channel partners. Ensures timely collection and distribution of leads to maintain their maximum effectiveness. Enables fast follow-up to maximize close rate. 

Market research 

Researchers access the Internet to locate market information such as industry trends and competitive products. Information can be published on an internal Web site. Instant access to a wealth of Internet data improves product planning, marketing strategy development, and product pricing. Provides a central source of critical information, including competitive information, changing customer requirements, and emerging market trends. 

Gathering Feedback

Source: dmitryrogozhny

Seek opinions from employees working directly with customers. Send surveys through email or website to get helpful ideas about products, services, and marketing activities. Make sure offerings match customer needs. Improve marketing efforts for better results.

Finding Potential Customers

Salespeople can collect information about potential clients. Boost sales team efficiency by giving them quick access to detailed data about potential customers in their area.

Team Calendars 

source: sharepointdiary.com

Publish schedules and calendars for trade shows, seminars, advertising, PR campaigns, and project plans in a central location. Improves the skills and knowledge of the sales force in a cost-effective and timely manner. Provides a centralized repository for easy access by new employees. 

The post 10 Ways To Put An Intranet Sharepoint Software To Work That Tech-savvy Markerters Should Know appeared first on Opus Solution.

Looking for a better way to display data in your PowerPoint presentation and take your slides to the next level? Now you can with these new Power BI integrations.

On March 6th, 2023, Microsoft released a new add-in for PowerPoint that will connect to your Power BI reports. You can now add single visuals to your report and use the Smart Insights tool to make your presentations more informative and increase productivity.

Inserting Visuals Into Your PowerPoint Slide

This new feature lets you put an individual visual or a full page from your Power BI report into a PowerPoint slide. There are plenty of add-ins to make your presentations more interactive. In this case, combining one of the most powerful data visualization tools with PowerPoint will make your presentations more informative and engaging.

Here are its main benefits:

• Power BI data is live and will always be up-to-date.
• You can drill down and filter the data from PowerPoint, making answering questions during presentations easier.
• There’s no need to recreate charts or use screenshots; import them directly into the slides from your already made report.
• Import individual visuals or full report pages

How to add a Power BI report or visual:

1. In PowerPoint, under the Insert tab, click on Get Add-ins. In the pop-up’s search bar, type “Power BI” to find the add-in. Add the one titled “Microsoft Power BI.”
2. To access this add-in, use the My Add-ins button on the Insert tab.
3. When you select the button, it will ask for a link to the report or diagram you want to add to the slide. To get this go to Power BI development Vietnam, select the three dots on the specific visual or page, and choose Share in PowerPoint. Then, copy the report URL and paste it on the presentation slide. You can also share the live report or visual from the Power BI service to PowerPoint with the Share button.

Increase Productivity With the Smart Insights Feature.

This tool analyzes the charts and gives you insights into the data. Not sure what to call out? The Smart Insights feature will do it for you. To add, click the three bar icon on the visual and choose Data Insights. Here are some of the key benefits:

• Generate text to summarize data quickly.
• Easily create compelling stories.
• It helps explain data and highlight key insights.
• It can be used on individual visuals and full report pages.
• Save time on your presentations.

Integrated Features Coming Soon to Power BI

In addition to the features above, Microsoft is currently working on these features for PowerPoint & Power Bi:

• Present files in PowerPoint live in teams from the PowerPoint app.
• Integrate Power BI into Microsoft Teams meetings.
• Optimize pre-sets in Power BI Desktop.

Improve Your PowerPoint Presentations With Power BI

From having the flexibility to filter data while presenting to quickly generating insights and explaining data, your slides will be more interactive and informative with Power BI. When your data is well tabulated, you can focus on making your presentation more impactful with it.

Besides Power BI, Microsoft also have other solutions such as Microsoft 365, Azure solutions, Sharepoint Intranet that can help you improve your enterprise performance.

MakeUseOf

The post The New Power BI Features for PowerPoint You Don’t Want to Miss appeared first on Opus Solution.

On March 6th, 2023, Microsoft released a new add-in for PowerPoint that will connect to your Power BI reports. You can now add single visuals to your report and use the Smart Insights tool to make your presentations more informative and increase productivity.

Inserting Visuals Into Your PowerPoint Slide

This new feature lets you put an individual visual or a full page from your Power BI report into a PowerPoint slide. There are plenty of add-ins to make your presentations more interactive. In this case, combining one of the most powerful data visualization tools with PowerPoint will make your presentations more informative and engaging.

Here are its main benefits:

• Power BI data is live and will always be up-to-date.
• You can drill down and filter the data from PowerPoint, making answering questions during presentations easier.
• There’s no need to recreate charts or use screenshots; import them directly into the slides from your already made report.
• Import individual visuals or full report pages

How to add a Power BI report or visual:

1. In PowerPoint, under the Insert tab, click on Get Add-ins. In the pop-up’s search bar, type “Power BI” to find the add-in. Add the one titled “Microsoft Power BI.”
2. To access this add-in, use the My Add-ins button on the Insert tab.
3. When you select the button, it will ask for a link to the report or diagram you want to add to the slide. To get this go to Power BI, select the three dots on the specific visual or page, and choose Share in PowerPoint. Then, copy the report URL and paste it on the presentation slide. You can also share the live report or visual from the Power BI service to PowerPoint with the Share button.

Network business concept. Communication network.

Increase Productivity With the Smart Insights Feature.

This tool analyzes the charts and gives you insights into the data. Not sure what to call out? The Smart Insights feature will do it for you. To add, click the three bar icon on the visual and choose Data Insights. Here are some of the key benefits:

• Generate text to summarize data quickly.
• Easily create compelling stories.
• It helps explain data and highlight key insights.
• It can be used on individual visuals and full report pages.
• Save time on your presentations.

Integrated Features Coming Soon to Power BI

In addition to the features above, Microsoft is currently working on these features for PowerPoint & Power BI development Vietnam:

• Present files in PowerPoint live in teams from the PowerPoint app.
• Integrate Power BI into Microsoft Teams meetings.
• Optimize pre-sets in Power BI Desktop.

 

Improve Your PowerPoint Presentations With Power BI

From having the flexibility to filter data while presenting to quickly generating insights and explaining data, your slides will be more interactive and informative with Power BI. When your data is well tabulated, you can focus on making your presentation more impactful with it.

Besides Power BI, Microsoft also have other solutions such as Microsoft 365, Azure solutions, Sharepoint Intranet that can help you improve your enterprise performance.

MakeUseOf

The post The New Power BI Features for PowerPoint You Don’t Want to Miss appeared first on Opus Solution.

Fortunately, Power BI designers can design and optimize dashboards for mobile devices, saving end users a lot of frustration by giving them up-to-date access to information wherever they are.

In this tutorial, I’ll show you how to use the mobile layout feature to design a Power BI dashboard for mobile devices. The design works with all mobile sizes and shapes that rely on iOS, Windows and Android mobile operating systems.

For this demonstration, I’m using Microsoft Power BI desktop on a Windows 10 64-bit system, but you can also use Power BI service. If you’re interested in following along during this tutorial, you can download the demonstration .pbix file, Adventure Works Sales, from GitHub. Once downloaded, double-click the .pbix file to open it in Power BI development Vietnam; alternatively, you can use a .pbix file of your own.

How to prepare the dashboard in Power BI

Thanks to Power BI’s built-in features, configuring a dashboard for mobile devices is fairly straightforward. Before we get to that, however, we need visuals. Let’s create a quick report.

Figure A shows a simple set of reports that you can quickly create. To create the column chart, do the following:

1. Click Clustered Column Chart in the Visualizations pane.
2. In the Fields pane, expand the Products table and check the Category field.
3. Expand the Sales table and check the Sales Amount and Total Product Cost fields.

Figure A

To create the profit card, do the following:

1. Click the Card visual in the Visualizations pane.
2. In the Fields pane, check Profit Amount Measure in the Sales table. If you’re not working with the downloadable demonstration file, you can leave the card blank.

Create a second card and check % Profit Amount measure in the Sales table or leave it blank. The content isn’t that important. Configuring it all to fit on a mobile device is our focus.

For a quick comparison, let’s publish the report as you normally would with these steps:

1. Click the File menu.
2. Choose Publish from the left pane and then Publish to Power BI in the right pane.
3. Save changes if prompted.
4. Choose a destination, such as My Workspace, and click OK. Make sure this is a public site within your organization or one that end users can access.
5. Click the resulting link to see the published report shown in Figure B.

Figure B

Click the link to see this report.

As a Power BI designer, there are formats you might want to apply to make all three visuals look better, but for our purposes, this isn’t necessary. Now that you’ve seen the published report, let’s reconfigure it to display on a mobile device.

How to use mobile layout view to publish to a mobile device

The good news is that Power BI does all the work for you when designing reports and dashboards for mobile. To illustrate, let’s return to Power BI. Web view is the default, so take the following steps to add a mobile layout:

1. Click the View menu.
2. Click Mobile Layout and click Continue for the information Phone Version prompt if displayed.
3. Double-click the visuals to the right to add them to the mobile frame.
4. Resize and rearrange until you’re satisfied (Figure C).

Figure C

Arrange visuals in the mobile frame.

1. Click the Selection tab.
2. In the right pane, click Tab Order in the Selection pane; they might not be in the order you expect.
3. Rearrange the tab order by clicking the up and down arrows (Figure D).

Figure D

You might need to change the tab order.

At this point, we have a reasonable dashboard for mobiles. If you’re worried about the original web configuration, don’t be concerned — you won’t lose it. The web dashboard will offer two views: web and phone. You can access the phone layout using the web layout from the Edit menu.

We didn’t do much to our phone view in order to keep things simple, but you can arrange the visuals in any order, resize and so on. If you don’t want all the visuals in mobile view, don’t add them. You have a great deal of flexibility when designing and formatting this optimized view.

We optimized only page one of the report. Make sure to follow this same process with all pages you want to make viewable on mobile.

Now we’re ready to view the dashboard view on a mobile device.

How to view a Power BI dashboard on a mobile device

To see the new mobile view, republish the report using the instructions above. It doesn’t matter what view you’re in when you do so. When asked to replace the existing dashboard, click Replace.

On your mobile device, use your favorite online app store to download and install the Microsoft Power BI app if you don’t already have it. It only takes about a minute, and your store should know to download the right version. If prompted, be sure to denote whether you’re using an Android, iOS or Windows Phone, though that shouldn’t be necessary.

On your mobile device, do the following:

1. Open Power BI (Figure E).

Figure E

Click the Power BI icon to open the app.

1. Find the report (Figure F) and press on it to open it.

Figure F

Find the report and press to open it.

Figure G shows the resulting dashboard on an Android phone. At this point in time, you can interact with the dashboard as you normally would with the web layout.

It isn’t perfect yet, but you still have the option to return to Power BI Desktop or service to make changes. If you choose to go back and make additional changes, be sure to republish to commit those changes to the mobile version dashboards.

Figure G

Display the dashboard on our mobile device.

The link to the published dashboard, in this case, is irrelevant. If you send that to someone, they will open Power BI in designer view, which isn’t what you want. Instead, make sure you share the report to a public workspace or to a workspace that end users are authorized to access. If the report isn’t visible to end viewers, you might have to grant permission to the workspace or the report itself.

Besides Power BI, Microsoft also have other solutions such as Microsoft 365, Azure solutions, Sharepoint Intranet that can help you improve your enterprise performance.

TechRepublic

The post How to design and review reports for mobile devices in Power BI appeared first on Opus Solution.

But for interested readers, my first suggestion is this: If you’re deciding on whether to use Microsoft Lists or not and Power BI is a potential destination for that data, don’t use Microsoft Lists. If possible, use SharePoint Lists instead. However, if you’re in a position where you cannot use SharePoint Lists, you can still get Power BI to connect to your Microsoft Lists files. The solution just isn’t super obvious.

In this tutorial, I’ll show you how to connect Power BI Desktop to Microsoft Lists by using the SharePoint Online List connector. It isn’t a difficult process, but again, it might not be the first place you look when figuring out how to connect to Microsoft Lists.

To demonstrate this connection, I’ll be using Microsoft Power BI Desktop and Microsoft Lists with Microsoft Office365 Vietnam on a Windows 10 64-bit system. If you’re not familiar with how to use Microsoft Lists, you might want to start by reading How to use Microsoft 365 Lists to organize Excel data you must track or share.

Here, you can download the Microsoft Power BI demo file for this tutorial and follow along.

Microsoft Lists vs. Microsoft SharePoint Lists

Technically, Microsoft Lists and SharePoint Lists are the same thing; Microsoft Lists is simply an interface to SharePoint. However, it’s possible for you to use Microsoft Lists and never realize you’re working with SharePoint. That means you might not realize you can use a SharePoint connector to connect Power BI and Microsoft Lists.

How to integrate Microsoft Lists files with SharePoint

If the Microsoft Lists file you’re using is saved to a SharePoint Intranet site, you’re in luck because you can generate a Power BI report based on that list with a few quick clicks. To learn how simple this process is, open the Microsoft Lists file as you normally would, and then, take the following steps:

1. With the list open, click Integrate on the menu. If this option isn’t available, unselect all selected records to hide the contextual menu.

2. Choose Power BI from the resulting dropdown.

3. From the submenu, choose Visualize The List (Figure A).

Figure A

Use the Integrate options to quickly retrieve the Microsoft Lists file for Power BI.

4. When the import is complete, click the resulting report link in the top-right corner.

Power BI imports the list data into Power BI (Figure B). The Microsoft Power BI platform builds visuals based on the list data and publishes the report. This is a great starting point for a designer who is working with new data.

Figure B

Power BI quickly creates a report based on data in the Microsoft Lists file.

As mentioned, this quick reporting capability is possible thanks to SharePoint. But as good as this reporting process is, the report isn’t dynamic — you’ve simply created a new .pbix file. If you want to use list data in an existing file, you’ll need to import that data.

How to import Microsoft Lists data into Power BI

The integration feature is powerful and effective at creating a quick prototype or giving you, the designer, a quick start. If you want to use Microsoft Lists data in an existing Power BI file, you’ll have to import the data using a SharePoint connector.

If you own both the list and the .pbix file, you should be able to connect without difficulty. If you don’t own the list, ask the owner to grant you permission to access the file before you do anything else.

Copy the SharePoint address

Now, let’s suppose you have a Microsoft Lists file you want to use in Power BI. Sometimes the possibilities can be overwhelming, and we totally miss what’s available. This route I’m going to show you is one of those unexpected solutions, unless you know what to look for.

Before you can do anything else, you’ll need to grab the URL of the Microsoft List file. To do so, simply open the list in Microsoft Lists and copy the URL address.

Now, this part gets a bit muddy because you don’t need the entire address — you want to use the address only up to the /Lists component. You can selectively copy it from the URL address control, but doing so is a bit awkward. Alternatively, you can copy the entire URL into a text document and then copy only the part of the URL you need from there.

Figure C shows a list address. Notice the component /Lists and everything following it aren’t included. You need only the first part: the SharePoint address.

Figure C

Copy your SharePoint address into a text document or to the Clipboard.

Import the list data

Now let’s import the list data into an existing Power BI file. First, open Power BI Desktop as you normally would and then take the following steps:

1. From the Get Data dropdown, choose More.

2. From the left pane in the resulting dialog, choose Online Services.

3. To the right, select SharePoint Online List (Figure D).

Figure D

Choose the SharePoint Online List connector.

4. Click Connect.

5. When prompted, paste the URL address with your SharePoint address into the Site URL setting.

6. Click 2.0 under Implementation.

7. Expand the Advanced Options section.

8. From the View Mode dropdown, choose the default option (Figure E). If you choose the All option, you’ll import a lot of metadata you don’t need.

Figure E

You must tell the connector where to find the list file.

9. Click Connect.

10. In the resulting dialog, find the Microsoft Lists file, and check it in the list to the left (Figure F).

Figure F

11. Click Load. You can click Transform Data, if necessary, when working with your own files. Doing so lets you set data types before loading into Power BI development Vietnam.

Figure G shows the new table in the Fields pane and a Table visualization, which allows you to check the data against the actual list.

Figure G

Using the SharePoint connector, you can import Microsoft Lists data into Power BI.

Final tips and tricks for using Power BI and Microsoft Lists together

If you have difficulty at any point in this process, review permissions for the Microsoft Lists file you’re pulling into Power BI. If that’s not the problem, check the URL address you entered in step five of Copy the SharePoint address.

Remember, you need only your SharePoint address. If you copy the /Lists component and/or the name of the open list, Power BI will return an error. Getting data into Microsoft Power BI is easy because there are so many dedicated connectors and even custom connectors.

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A business intelligence (BI) analyst works with companies to examine competitors and understand market seasons through data analysis. So, it’s a plus if you understand business patterns and have strong consulting abilities. If you want to scale through, here are ten skills to learn to be a business intelligence analyst.

1. Data Mining

A core responsibility of a business intelligence analyst is data visualization, which is only possible if you understand how to extract and mine data. A data mining skill would help you understand where to extract data relevant to the company you’re working for.

Normally, data is always available in large data sets, but with data mining skills, you can extract useful information, clean it up and make it available. The three basic methods of data mining are classification, clustering, and association.

During data classification, you divide large data sets into categories that include public data, confidential data, local data, and internal-only data. The second part of data mining is data clustering. Say you extracted public data. You have to further divide them according to their similarities.

Finally, in data association, you detect the relationship between the data you extracted and what makes them so similar. That said, you realize why having data mining skills is important to business intelligence because it forms the bedrock of business analysis.

2. Data Preparation

Once you understand how to mine data, learning how to prepare this data is next. Even though data mining requires that you put similar data together, you still need to organize and structure the extracted data. You want to turn that raw data into analytics-ready data because you can only use organized and structured data in business intelligence.

You’ll also need to be proficient in the data structures that all programmers should know because business intelligence requires some programming knowledge. As part of data preparation skills, you need to learn how to filter, clean, and transform data.

These processes will help you identify errors and retrieve and store data, giving you an edge in confirming data to make informed business decisions. It also saves your company from producing unreliable analytics results.

 

3. Business Knowledge

Having business knowledge and understanding of your company’s business model gives direction on how to channel company resources in the right direction. Business intelligence analysis goes beyond gathering information. You’ll need to understand how to use cleaned data to produce the results a company needs. These should be actionable information for making the right decisions.

With vast business knowledge, you can support a company’s vision by providing consultancy on leveraging market trends to improve revenue. These skills also help you interpret data in a way that aligns with a company’s vision and mission. So, you’re not compiling chunks of data. You visualize them and arrange them in a way consistent with business growth.

4. Analytical and Critical Thinking

You need to have critical thinking incorporated into the responsibility of a business intelligence analyst. Also, collecting data, analyzing, and deducing conclusions that would be useful to your company places you on a pedestal for success as a business intelligence analyst.

Analytical and critical thinking ability helps you properly scrutinize data and build something useful from your gathered data. Critical thinking also helps you recognize the weaknesses of a company’s system based on the data you’ve gathered.

For example, if you work for a food-service retailer like McDonald’s and gather data on the influx of in-person sales and online orders. Critical thinking helps you decide whether to increase your personalized online sales strategy or improve your customers’ eat-out experience. You want to also make decisions for current seasons based on the data you’ve gathered while maintaining the company’s goals.

5. Programming Languages

Programming stands at the core of business intelligence analysis. You’ll need basic knowledge of SQL programming to help you pre-aggregate, filter, and only select the data necessary for your analysis. With knowledge of SQL queries, you can create views (rows and columns of data) of a few thousand, lessening the amount of data your BI tool has to work with. This process makes analysis easier and faster.

Therefore, learning basic SQL commands and queries is an important skill for business intelligence analysts. SQL programming language is also useful for data extraction, data quality, data validation, and creating analytical reports. In addition to the SQL programming language, you also need basic knowledge of Python and R programming for data visualization.

6. Statistical Analysis

Through statistical analysis, you can discern market trends and forecast business patterns. It involves organizing and analyzing raw data to draw up reliable information. During statistical analysis, you remove all bias from the data set, leaving you with structured data.

A business intelligence analyst should have statistical analytical skills to describe patterns that can predict future changes in market demands, services, or prices, depending on what company you’re working for. You’ll need this skill to coin useful information from messy data, reducing uncertainty during decision-making.

 

7. Creation of Reports and Dashboard

Learning how to create reports and dashboards will help you organize and manage your company’s data. It helps you store data in patterns that make it easy to calculate the growth and performance of your company. You can also project future company trends with the report you create to present to stakeholders willing to invest in the company.

In addition to choosing the ideal reporting tool, it’s expedient for you to learn how to navigate reporting software and visualize data relevant to your company. You also want to create reports that are simple and easily understood. By developing skills in creating dashboards, representing data in an all-in-one platform becomes easy.

As a business intelligence analyst, conveying data in the simplest of ways is crucial. Thus, proficiency in creating reports and dashboards that simplify data is important.

8. Data Visualization

Data visualization skills include understanding data purpose, navigating data visualization tools, and telling a compelling story using graphs, web maps, charts, and tables. In addition, learning how to present data to a layperson using charts and graphs is essential. Combining statistical data with art and having strong visual design skills are pluses.

Once you can gather cleaned data and run them on different databases, upgrade your data visualization skills to make yourself a better business intelligence analyst. Also, learning when to use what chart type is important. You want to avoid using the wrong chart types, which may confuse people.

9. Organization and Time Management

Your ability to efficiently manage your time and interpret data promptly is important for your company’s growth. If you work for a healthcare company looking to scale its medical services and get data on the number of individuals they’ve treated in the past, you’ll need to sort these analyses in an organized manner.

A tiny error in the figures can result in a huge dent in your company’s image. In addition to being meticulous, relaying information on time, especially when providing data for shareholders who want to examine some reports before making investments, is important. You help your company make relevant decisions on time by providing the required data on time.

 

10. Industry Knowledge

Finally, having industry knowledge about your company is necessary. If you work in the health and fitness or digital marketing niche, you have to be familiar with the latest trends and trajectories. Read the numbers and watch what other competitors are changing. If they were rethinking their strategy, they could have made their analysis.

Analyze your company’s data and find ways to leverage that information to boost your company’s resources. However, this is only possible if you understand your way around the industry and what drives it. Aside from making you an asset to your company, becoming knowledgeable in your industry also increases your worth as a business intelligence analyst.

Become a Top-Rated Business Intelligence Analyst

In addition to acquiring high-level skills as a business intelligence analyst, you’ll also need the appropriate BI tool to help you boost your career and become top-rated. One of the best is Power BI. By using Power BI development Vietnam, you’ll get accurate results in no time.

So, to become a top-rated business intelligence analyst, you can start by going through some online courses to help you master Power BI.

Besides Power BI, Microsoft also have other solutions such as Microsoft 365, Azure solutions, Sharepoint Intranet that can help you improve your enterprise performance.

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Power BI Dashboard is definitely here to make data handling easier. Self-service and enterprise business intelligence are both supported by the unified, scalable Power BI platform (BI). It enables you to connect to and see any data while also integrating visuals into the daily usage apps you use. One of the best ways to begin the build/design process for your next Power BI development Vietnam report is to get some ideas. These top 10 Power BI dashboards are created with a specific dataset in mind are here to change the game.

Finance Dashboard

An executive-level report showcasing an organization’s financial insights is a finance dashboard. The dashboard delivers high-level insights that enable users to quickly skim the report since the intended users are executive-level personnel. The dashboard’s goal is to give a broad overview of the company’s financial performance throughout time. Users can also explore financial performance according to area and product category.

Pharmaceutical Company Dashboard

In this power BI dashboard example, the KPIs for the pharmaceutical businesses are highlighted. Executives and managers may use this power BI dashboard to keep track of trends, performance, and sales according to predetermined sales targets. The report is one page long and presents all pertinent information clearly and attractively. You can select a city to get information on daily contracts signed, positive response rates, team performance, networking goals, and regional sales performance

Marketing Dashboard

The marketing dashboard was created to help a bank’s marketing team visualise a series of customer-based market research studies the bank has conducted. A bank’s marketing staff will use the dashboard to discover trends and patterns in a series of customer-based market research studies. The marketing team can identify similarities between various client data points thanks to the dashboard, which gives them a visual picture of their research. They can better understand their clients thanks to these insights, which also teach them how to serve them.

Social Media Dashboard

To understand the broad effects each of their social networks has on their audience, social media managers use the social media dashboard. The report’s objective is to give a broad picture of the effects that the social media team’s efforts are having over time on the number of impressions. The dashboard is also made to assist in locating the most effective social networks. As a result, the team is better able to determine where to concentrate their marketing efforts.

Customer Analysis Board

The management of a food store created the customer analysis dashboard to help them better understand the demographics of their customers and how those factors affect their interactions with the retailer. The dashboard’s goal is to assist the food retailer in identifying the types of clients who are more and less valued. With the use of these data, the store can concentrate on a subset of customers who offer a higher return on investment.

Web Analytics Dashboard

The purpose of a website analytics dashboard was to help a company’s marketing division better understand how users interacted with its website. The dashboard’s goal is to gather website analytics information and show it in a more digestible style for the marketing team to better understand how their customers are interacting with their website.

Customer Satisfaction Dashboard

In order to better understand the data gathered from customer feedback surveys, an airline company’s management created a customer satisfaction dashboard. The dashboard’s goal is to assist the airline in learning how consumers feel about the service they received. The insights enable the airline to assess if it is aligning service improvements with consumer expectations. Additionally, it aids in their comprehension of how well certain service offerings are functioning in terms of client pleasure.

Executive Dashboard

The executive dashboard was created to help executives understand how their company has done so far this year. The dashboard’s goal is to give a quick overview of the company’s performance while concentrating primarily on high-level, understandable insights. The goal is for executives to monitor important indicators and determine whether a deep dive is required to boost or maintain a particular performance metric.

HR Dashboard

Another often used Power BI dashboard example is the HR Dashboard. It is made for HR managers who want to be aware of the workforce’s demographics, keep tabs on new employees, and make sure they’re following the industry’s diversity standards. To better understand employees, the HR staff can produce high-level information like average income, average tenure, and average age. These insights make it possible for HR to include employees in future company decisions more successfully. The outcomes support the organization’s goal by assisting the HR team in carefully planning a diverse workforce.

CEO Dashboard

This Power BI executive dashboard is for you if you’re seeking for strong CEO dashboard examples. It provides the CEO with a high-level overview of significant KPIs and indicators. Higher-level executives may make data-informed decisions and strategically map out the organization’s future with the aid of this CEO dashboard, which provides insightful statistics on the organization’s performance. It provides a bird’s-eye view of organisational data and company expansion. It contains information on a number of crucial company sectors, including inventory, profit, sales, performance, orders, outages, and top personnel, among others.

Sentiment Analysis Dashboard

This is an effective Power BI dashboard example for managing a brand through sentiment analysis and social media traffic for any large company or international brand.

It is a section of an 8-page report on internet brand monitoring and provides perceptions of consumer attitudes about the brands. A certain time range, sentiment type, and source can be chosen, and the system will display mentions by category for that time frame.

Every user message is categorised into one of four primary groups in order to determine if a consumer is satisfied or dissatisfied with your goods or services.

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Power BI, however, is specifically designed to make data more intelligible, valuable, and actionable by connecting it with other enterprise information—letting you discover insights quickly. In this guide, we’ll take a look at how the two applications differ from each other and offer recommendations for using them.

Key Differences Between Excel and Power BI

Excel is a spreadsheet application that offers powerful functions for data manipulation, analysis, and presentation. You can create and modify spreadsheets, use formulas and functions, create charts and graphs, and import data from other sources.

Power BI development Vietnam is a business intelligence tool that helps you analyze metrics and quickly build visually appealing, interactive reports and dashboards. It’s designed to help organizations make decisions more efficiently through real-time insights into data.

You can connect all your data sources like CRM systems and databases in one place and create visualizations like charts, gauges, and maps. We’ll take a closer look at some of their differences in the sections below. To get started, you’ll need to sign up or download the application.

1. Data Connections and Integration Capabilities

When it comes to Excel, you can import files from several types of data sources—files, databases and webpages, as well as other sources. Both Excel and Power BI use Power Query to extract and fetch data.

To import a file into Excel, click the Data tab on the ribbon and use the Get data drop-down menu to select one of the available choices.

Power BI has an easy-to-use interface for data integration and analysis. You can import data into Power BI from a variety of online and offline sources including cloud services, databases such as SQL and Azure, as well as simple text files. The application helps you transform any kind of data into valuable business intelligence in a fraction of the time.

To import data into Power BI, click on Get data > Get data from another source. Simply select the platform you wish to import data from, and click Connect. Sign in with your credentials (wherever required) to extract data from an external source.

Additionally, you can import visualization templates that are available on its marketplace, and use the ones that are freely available. Excel does not have this ability, instead, it mostly provides only static charts. All said and done, Power BI is the clear winner in terms of the sheer number of data sources it can connect to.

2. Reporting Features: Dashboards and Interactivity

While Excel does have a robust set of tools for analyzing data, including pivot tables, Power BI offers more advanced charting and reporting options.

In Excel, you can choose from different types of charts, such as line graphs, pie charts, bar charts, stacked column charts, and PivotTable reports (which allow you to sort through different pieces of data). You can also create your charts using Power Pivot or Power View (these functions have been removed from the latest versions of Excel or Microsoft 365), to display data in different ways.

Power BI reports can be used to generate meaningful insights from your data, help you understand your business or organizational metrics, and make data-driven decisions. You can share those insights with your team and collaborate with them in making decisions. Some of its salient features are:

• Table-like visualizations using R, Python, and other tools.
• Dashboard tiles that you can move around and add more information to.
• The ability to filter, sort, and analyze your data quickly through unique filters that allow you to visualize trends across multiple dimensions.

While you can set up interactive dashboards in Excel, its visualization functions may be somewhat limited. In Power BI, you can also find a variety of filters and slicers for adding interactivity—cross-drill filters, manual filters, drill-through filters, and more.

Winner: Power BI

3. Automation and Customization Capabilities

Excel and Power BI both have a lot of features that make them great for data analysis. But they also have some differences, especially when it comes to dashboard customization and automation settings.

To open up customization options in Excel, simply click on the Home tab. Right-click and choose Customize the Ribbon. Then, you can choose the commands you want to display and add them to the ribbon.

Power BI helps you customize your dashboard by providing easy-to-find settings to the right of your screen. Just click on Visualizations. From there, you can change things like chart types or font sizes or add interactive elements.

When it comes to automation, Power BI allows you to set up custom workflows via Power Automate that are designed to make it easy for you to implement complex tasks. Excel has a built-in tool called Visual Basic for Applications (VBA) which allows you to run macros (short programs) within their workbooks. These macros can be used for various purposes, including automating complex tasks.

Excel certainly has a slight edge when it comes to the plethora of customization options available to work with.

Winner: Microsoft Excel

4. Data Modeling and Language Dependencies

Excel is all about the simplicity of organizing and analyzing data sets, whereas Power BI is fine-tuned to handle data from different sources while allowing the creation of complex models.

Microsoft Excel is based on the MDX (Multidimensional Expressions) language, which is used to query and manipulate multidimensional databases. Power BI is based on a functional language called DAX, which stands for Data Analysis Expressions.

Excel provides a wide range of data preparation methods—sorting data, removing duplicate entries from a list of values, merging multiple tables, and much more. You can also use Excel’s advanced filters and validation methods to select a specific subset of your raw data based on the criteria that you specify.

Power BI, on the other hand, offers more features, based on its broad focus on data ingestion and analysis, and storage capabilities. It can be used with any type of data source, including structured and unstructured formats.

As we noted above, it gives you the ability to quickly create reports using visualizations and integrations with third-party applications. You can sort your data, build relationships between various data points, and use that information to build predictive models that will help you predict future outcomes.

Winner: Power BI

 

5. Collaboration Features

Microsoft Excel makes it easy to collaborate on projects by allowing you to send files through email, OneDrive, and other online services to your team members.

You can track changes using notes and comments in Power BI and Excel. These collaboration tools are built-in so that teams can work together on projects.

Power BI can help you create datasets. However, you’ll need to upgrade to a Pro version (starting at $9.99 per month) to share and collaborate on reports.

To share your files, open your workspace, and click on the file you wish to share. Once it opens, tap Share and type in the email address of your team member(s). You can collaborate in real time using the chat feature in Microsoft Teams as well.

Winner: Microsoft Excel

6. Cross-Platform Availability

If you’re looking for a free tool to help you with your day-to-day tasks, such as timesheets, or tracking your sales and inventory, look no further than Excel. It’s the most popular spreadsheet application, after all.

If you’re looking for a paid alternative, Power BI is a great option. It has a free version that gives you access to a lot of features, but if you need more advanced functionality or if your data includes complex formulas and functions, then Power BI Pro or Plus is worth the investment.

Excel is available on desktop and mobile devices. For Power BI, there are both free and paid options available. However, you can access the advanced features of Power BI only if you have signed up for a license.

Winner: Microsoft Excel

Excel vs. Power BI: Which One Do You Need?

If you’re looking for a tool that will let your organization analyze and visualize your data in real-time, Power BI is probably your best choice. The flexibility, ease of use, and ability to create complex visualizations all set it apart from Excel. On the other hand, if you want an easy-to-use tool that lets you create charts quickly and easily, Excel may be more appropriate.

Besides Power BI, Microsoft also have other solutions such as Microsoft 365, Azure solutions, Sharepoint Intranet that can help you improve your enterprise performance.

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If all you’re after is a small part of the Excel file, sharing the entire workbook is overkill and potentially dangerous. Microsoft Lists and SharePoint are similar, but Microsoft Lists is a good choice when interacting with the list via Teams.

SharePoint lists are also a solid choice and a bit easier to implement than Microsoft Lists. Once the data is available as a SharePoint list, you can decide who can access and update the list. The only requirement is that you format the data as an Excel table.

In this tutorial, I’ll show you how to export an Excel table to a SharePoint list. I’ll also share a lot of basic information about SharePoint lists along the way.

I’m using Microsoft 365 Business Premium, which includes OneDrive for Business and SharePoint. You must have Microsoft 365 Business Premium, Standard or Basic. However, you can export from Excel to SharePoint in earlier versions through Excel 2007.

What lists are in SharePoint

If you’re familiar with Microsoft Lists, you’ll find that SharePoint lists are similar. They’re an easy way to share data with others in your organization when they need to track the same data.

Technically, a SharePoint list Intranet is a collection of related data in table format, similar to Microsoft Excel. From one perspective, lists are a way to share data on a SharePoint site. You can also add attachments, such as documents and images. But, lists aren’t a simple list of data. Lists can also take the form of calendars, contacts, announcements, links, surveys and more. You can even integrate lists with Microsoft Flow, Microsoft Power Apps and Power Automate.

If the data is already in Excel, you might be wondering why you might use a SharePoint list instead of sharing the Excel workbook. It’s a valid question, and here are a few things to consider when choosing between the two:

• A SharePoint list can act as a main list with the most up-to-date data. Even though you can share an Excel file, users may save it locally and reference it instead of the online version. Who’s keeping up with the different versions? That’s not a problem if everyone’s interacting with a SharePoint list instead.
• Even though you can protect parts of an Excel file, it’s still too easy for someone to get off track and change or even delete important data. In contrast, a SharePoint list contains only the relevant data, so there’s no confusion.
• You can set permissions and implement data validation to protect the data in SharePoint, which ensures the integrity of your data. These options are available in Excel, but they’ll be in addition to the workbook’s purpose. With a SharePoint list, the list is its own purpose. There’s nothing else to distract you. In addition, SharePoint lists support version history. This may or may not be enabled locally for your Excel file.
• SharePoint lists support multiple view types for the data, which you can’t easily duplicate in an Excel file.

A SharePoint list is a great way to manage data when lots of people view and edit that data regularly. Now, let’s create a SharePoint list using Excel data.

How to create a SharePoint list using Excel

Once you’ve made the decision to share Excel data as a SharePoint list, you must format the data as an Excel Table. To format the data as a table, click anywhere inside the dataset and press Ctrl + T, or choose Table from the Tables group on the Insert tab. When Excel prompts you to confirm the conversion, note the header question, and then, click OK.

Figure A shows two table objects in the same Excel sheet. We want to create a SharePoint list of the rate table in H2:I8 because a couple of managers refer to these rates regularly. They also have permission to change them, but they all need the most up-to-date rates. This is a good example for using a SharePoint list. It’s okay for managers and even employees to see the rate table. It’s altogether another thing for those same people to see the actual sales and commission values for everyone in the organization.

Figure A

Let’s export the rate table to a SharePoint list.

Now you’re ready to start the export:

Click inside the rate table, and in the contextual Table Design tab, click Export in the External Data Table group.

Choose Export Table To SharePoint list from the dropdown. If you’re not currently signed into your Microsoft account, the wizard will prompt you to do so at some point.

In the resulting dialog, enter the SharePoint site address. Enter the entire link, even if it’s enormously long. To find the URL, sign into your Microsoft account, and choose SharePoint from the list of apps. Then, choose the site where you plan to create the list, and copy the URL from the browser to the dialog.

Name the list and add a meaningful description (Figure B). Then, click Next.

Figure B

Add a description to your table.

Confirm that the wizard correctly assigns the right data type to each column (Figure C), and click Finish.

Figure C

Confirm the data types.

Click the link in the confirmation message shown in Figure D to access the new list. It’s a good idea to bookmark this page.

Figure D

As you can see in Figure E, the SharePoint list contains the same rate records as the Excel workbook. At this point, you can edit the new list if necessary. To share it, click the Share link in the top-right corner. You can enter individuals or groups.

Figure E

The SharePoint list contains the same records as the Excel table.

You will have full access to the data and the structure. Those you share the list with can view and edit the data. But, they can’t edit permissions or list structure.

If you’ve used Microsoft Lists, you can see how much easier the SharePoint list is to create. The wizard does everything whereas Microsoft Lists, because of the increased social interaction functionality, requires more work on your part.

Be prepared to be hooked on SharePoint lists. They’re easy to implement and provide a great deal of useful flexibility to others in your organization.

Stay tuned

The one thing missing in this scenario is a live link between the SharePoint list and the original Excel workbook. As is, someone can change the list, and that change will not update the original data. In a future article, I’ll show you how to update the original data.

Besides Sharepoint, Microsoft also have other solutions such as Microsoft 365, Azure solutions, Power BI development Vietnam that can help you improve your enterprise performance.

TechRepublic

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