Preferences and Settings
To get started with our Power BI product, you’ll first need to purchase Microsoft Power BI Pro and ensure at least one staff member is proficient in its use.
Last update: Power BI
How do I get started?
This document serves as a prerequisite guide for implementing Power BI within a practice. It outlines essential steps such as purchasing a Power BI Pro license, ensuring staff proficiency through available online courses, and installing a gateway for data access. Additionally, it emphasizes the need to create a workspace for reports and maintain a detailed employee spreadsheet. The aim is to thoroughly prepare practices for effective Power BI deployment, offering resources like webinars for further education.
Power BI
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.
Power BI
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.