Where will the course be run?

Wherever works for you! We can come to a venue of your choice, or we'd love to welcome you to our training centre in Wokingham, just outside Reading. Alternatively, all of our courses can be delivered remotely via Teams, Zoom, etc. Talk to our team to discuss what would be the best delivery option for you.

How many people can attend a closed course?

Typically, our closed courses are suited for groups of up to 8. If you have larger groups than this, please give us a call to discuss your requirements and the best options for you

Power BI is a cloud based analytics platform offering a suite of self-service business intelligence tools. It enables you to: 1. Connect to a wide range of applications and data sources to import data into the service 2. Powerful data transformation tools to clean, shape, and enrich your data ready for analysis 3. A high performance in-memory modelling engine that facilitates high speed interactive analysis 4. The DAX formula language for defining context rich calculations, metrics, and KPIs 5. An open source visualisation layer with a comprehensive range of built in rich visualisations along with a marketplace of extended visualisations and infographics

What is a Data Warehouse?

A data warehouse is simply a relational database designed specifically for serving reporting functions. It will typically store data collected from other databases or data-oriented applications, and may also change the shape and format of that data to better suite analysis as opposed to the more granular structure that may suit data entry and maintenance.

Data Strategy Platform Solutions - BI Membership Engagement

Use case – KPI Dashboards Driving Decisions for Membership Organisations

Our client is a membership organisation, and struggled with achieving accurate and consistent membership retention and engagement data analysis through manually maniplulated reports implementing different business logic to present Key Performance Inidicators across different sections of the organisation. More time was spent in collating data, validating and correcting data, and preparing reports than was spent using the reports for analysis and driving business decisions.Membership Organisations have myriad ways in which they connect with, and collect data from, their members such as subscriptions, publications, events, training and professional development schemes. An effective and reliable Business Intelligence solution is vital to ensure that they can connect all these disparate data sources to provide insight in to Membership engagement and facilitate the measurement of targeted activity and results based goals with regards to Member acquisition, retention, and attrition so they can better gain, retain, and serve their members.The objective for this solution was to architect a new data platform to streamline the process for collecting and preparing this data so that they can reverse that time balance and relate all these disparate data sources together to get a true business wide view of their data function to enable more time for analysing and driving business decisions.

Business Requirement

Provide a “One Truth” standardized set of key business metrics that can be quickly presented in different contexts to suit different audiences
Provide consistency of definitions across the organisation
Provide richer, more compelling and interactive reports
Make access to reports and dashboards simple and fast
Enable Point In Time performance comparisons
Spend more time analysing data than preparing data

The PTR Solution

The solution implemented was built around a Microsoft SQL Database, an Analysis Services Tabular Model, and Power BI.

Data Warehouse in SQL Database
Semantic Tabular Model using SQL Server Analysis Services
Self-Service Business Intelligence, Reports and Insight using Power BI

The Benefits

A single consolidated and clean repository of quality data from all business applications serving as a single source of truth for the organisation
Well defined relationships enabling comparison of data across different applications for full 360 view of Member engagement.
Centralised definition of key business metrics such as “Lapsed” or “New” members to ensure consistent, reliable and trustworthy reporting across the whole group.
A conformed set of business perspectives, such as membership type, time, geography, demographic, that can be applied across all data sets as relevant
Realtime dashboards accessible from any device, any time, any where
Rich, visually engaging and interactive reports enabling users to drill in and out of the detail behind the story and see not just the what, but the why and drive effective insight and decision making