How To
How do I get started?
Power BI
How to Get Started with Power BI
PreRequisites Guide
To enable us to install and implement Power BI within your practice the following areas need to be completed: -
- Purchase Microsoft Power BI Pro. A Power BI Pro licence is required for anyone who builds or consumes the reports and dashboards
- Ensure there is at least one member of staff who is proficient in using Power BI. As it’s a Microsoft product, a wide range of free courses and tutorials can be found online. You can find a Power BI webinar from our team here
- Install and configure the on-premise gateway on a server close to or on the CCH Central database server. You can download the gateway here https://powerbi.microsoft.com/en-us/downloads/
- Create a Windows account for accessing Windows file data through the gateway and test this works through the gateway
- Create a Workspace for Central Power BI Reports to be uploaded to
- Create a spreadsheet of all employees with columns: Short Name (i.e. Alex B, Alex W, Amanda) and Central employee code
- If your reporting teams are not based on Central employee groups, add another column to the spreadsheet with the name of each employee’s team
- Add extra sheets to the spreadsheet for any performance targets based on team or employee you would like in the reports. (We will examine these and let you know the work involved in incorporating these into your reports)
The aim of the Prerequisites guide is to provide you with all the information that you need to get your practice ready for the implementation of Power BI.
Videos
| Webinar: Building new insights for your business with Power BI |
Related documents
What is it?
CCH Central has integrated with Microsoft Power BI, providing a comprehensive business intelligence tool that enhances data visualization and decision-making from a single platform. Users can access customized dashboards, track practice and staff performance, and quickly respond to growth opportunities. The tool promotes a data-driven culture, supports seamless sharing across devices, and empowers businesses to harness their data for strategic insights. By adopting this solution, practices can improve efficiency and offer value-added services, driving business growth in a competitive landscape. Customer case studies highlight the successful implementation of Power BI in various practices.
FAQs
This document provides answers to frequently asked questions about Power BI, outlining how to get started, the necessity of a Power BI subscription, and recommended steps for pre-implementation. It discusses lead time for implementation, the requirement of an onsite technical contact, connection capabilities with other software, and future updates for the dashboards. Interested users are encouraged to contact their account manager for further assistance and demo arrangements.
Power BI Consultancy online
This consultancy is for additional follow up Power BI Consultancy after Solutions Consultancy and roll-out.
Power BI Essentials service
The Power BI Essentials service offers customized dashboards for analyzing Central and Practice Management data, designed to support decision-making and strategic planning. To prepare for implementation, businesses need to purchase Microsoft Power BI Pro, configure an on-premises gateway, and create a dedicated workspace. The service involves four consultancy sessions, including initial dashboard build, delivery meeting, amendments based on feedback, and final sign-off. Post-project support is provided for six weeks for ongoing queries. Each session is conducted online and lasts no more than three hours.
Power BI Enterprise service
This service is for the delivery and configuration of a set of Power BI reports connected to your Central Database. The service is suitable for CCH Central users and those who are responsible for reporting and analysis of the performance of the business. The consultant will assist you with modifying your reports to suit your business requirements.