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2020 CFMA Conference WIFI Password: BRAYNTax. Incentives

(replace with logo) Can You See Me Now Construction Data Visualization 2

Steve Hathaway • Civil Engineering Degree – Marquette University • MS – University of Colorado • 35 Years In the Construction Industry • 15 Years Construction Operations • 10 Years Construction Information System • 7 Years Construction ERP Software 03 wifi password: BRAYNTax. Incentives

Frank T. Di Lorenzo, Jr. • Graduated Boston College – Computer Science and Accounting • 35 Years in the Construction Industry • President, Con-Tec Management Systems, Inc. - 18 Years • Consulting – Several Construction Specific Platforms – 10 Years • Recently Joined Preferred Strategies focusing on Data Analytics and Power BI Reporting 04 wifi password: BRAYNTax. Incentives

Data Analytics The discovery, interpretation, and communication of meaningful patterns in data; and the process of applying those patterns towards effective decision making. -Wikipedia 05 wifi password: BRAYNTax. Incentives

Data Visualization The pictorial or graphical representation of information and data. -Wikipedia 06 wifi password: BRAYNTax. Incentives

Why is Data Visualization so important? Data Visualization Action Learning Story Telling Visualizing Information Data 07 wifi password: BRAYNTax. Incentives

The Building Blocks of Power BI Content • Datasets • Visualizations • Reports • Tiles • Dashboards • App Workspaces • Apps 08 wifi password: BRAYNTax. Incentives

Datasets A dataset is a collection of data that Power BI uses to create its visualizations. Click to add text 09 wifi password: BRAYNTax. Incentives

Visualizations A visualization (sometimes also referred to as a visual) is a visual representation of data, such as a chart, a graph, a color -coded map, or other interesting things you can create to represent your data visually. 10 wifi password: BRAYNTax. Incentives

Reports In Power BI, a report is a collection of visualizations that appear together on one or more pages. 11 wifi password: BRAYNTax. Incentives

Tiles In Power BI, a tile is a single visualization found in a report or on a dashboard. It’s the rectangular box that contains each individual visual. Click to add text 12 wifi password: BRAYNTax. Incentives

App Workspaces A Power BI App Workspace is a collaboration area within the Power BI Service. 13 wifi password: BRAYNTax. Incentives

Power BI App A Power BI App is a package of reports and dashboards for end-users. 14 wifi password: BRAYNTax. Incentives

What are the Components of Power BI? Power BI Desktop Publish and Share Power BI Service Cloud Solution Power BI Mobile 15 wifi password: BRAYNTax. Incentives

The State of Analytics at Many Companies Today… IT Data Request Corporate Data Sources • ERP Solutions • Planning and Analysis • CRM Systems • Operations • Supply Chain 16 wifi password: BRAYNTax. Incentives

Data Visualization Best Practices • Plan your report before you start (sketch) • Choose Visualization Carefully • Use Colors Wisely • Keep it organized - Be Consistent • Maintain similar margins between report objects • Create separation between visuals • Hide the noise • Try not to use images unless necessary 18 wifi password: BRAYNTax. Incentives

Minimize Data Displayed on Page • More is not necessarily better • The more visuals and the more data within visuals = slower reports • Avoid data – dumps ie large tables/matrix visuals with many columns and rows • Apply filters and slicers to restrict amount of data • Use drill through reports for detail info 19 wifi password: BRAYNTax. Incentives

Becoming a Data Driven – Technology Considerations Modern BI Tools • Easy to Use, standardized platform • People Enjoy Using • “Clicky Draggy Droppy” Self-Service Data • Business users connect to Data • Users perform Data Discovery • Answers their own questions Single Source of Truth • Everyone has access to the same governed model • Logic lives in one place • Everyone on same page 20 wifi password: BRAYNTax. Incentives

Magic Quadrant (Business Intelligence and Analytics Platforms) Business Intelligence Platform Reviews 021 wifi password: BRAYNTax. Incentives

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A Good Data Model Transforms Transactional Data for the Business 4, 000 Tables & 80, 000+ Fields Modules: ~150 Tables Table Names: i. e. F 0101 Translate Tables: i. e. Address Fields Names: i. e. MCMCU Translate Columns: Business Unit Julian Dates: 118031 Convert Julian Dates: 1/31/2018 No Decimals: 12345 Calculate Decimals: $123. 45 Fiscal Calendars Subledgers UDC’s Fiscal Calendars i. e. Calendar, Fiscal A, 445, etc. Create Subledger lookups (Address, BU, etc) Include UDC Descriptions & Cat Code Renames 023 wifi password: BRAYNTax. Incentives