Microsoft Power BI Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Microsoft Power BI Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Microsoft Power BI related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Microsoft Power BI specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Microsoft Power BI Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Microsoft Power BI improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. How will business intelligence tools integrate with financial systems and what effort is required to make it a mainstream business service?

  2. How can a production business intelligence environment be the most optimally deployed in terms of technical readiness and business value?

  3. How to leverage Power BI desktop application for business reporting with How to Publish a report to the Power BI service?

  4. Is there a Power clean up or data validation product to review raw data and correct data entry or data gathering errors?

  5. How is the substantial productivity loss of users accounted for in the calculations of the savings on the power bill?

  6. What is the appropriate model to monitor and control the data quality in smart manufacturing in case organization?

  7. How do you encourage the feedback loop and the lifecycle between frontline users and management for Power BI?

  8. How do you incorporate predictive analytics and advanced machine learning into your organizations processes?

  9. Is the selected supplier eligible for or precluded from any subsequent procurements related to the project?

  10. Does your organization have an identity management strategy that supports the adoption of cloud services?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Microsoft Power BI book in PDF containing 995 requirements, which criteria correspond to the criteria in...

Your Microsoft Power BI self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Microsoft Power BI Self-Assessment and Scorecard you will develop a clear picture of which Microsoft Power BI areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Microsoft Power BI Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Microsoft Power BI projects with the 62 implementation resources:

  • 62 step-by-step Microsoft Power BI Project Management Form Templates covering over 1500 Microsoft Power BI project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Is the steering committee active in Microsoft Power BI project oversight?

  2. Team Operating Agreement: Are there more than two native languages represented by your team?

  3. Responsibility Assignment Matrix: Are records maintained to show how undistributed budgets are controlled?

  4. Procurement Audit: Are goods generally ordered and received in time to be used in the programs for which they were ordered?

  5. Project Performance Report: To what degree will new and supplemental skills be introduced as the need is recognized?

  6. Quality Management Plan: What key performance indicators does your organization use to measure, manage, and improve key processes?

  7. Lessons Learned: Is there any way in which you think your development process hampered this Microsoft Power BI project?

  8. Human Resource Management Plan: Is the structure for tracking the Microsoft Power BI project schedule well defined and assigned to a specific individual?

  9. Team Member Performance Assessment: What types of learning are targeted (e.g., cognitive, affective, psychomotor, procedural)?

  10. Stakeholder Management Plan: Which of the records created within the Microsoft Power BI project, if any, does the Business Owner require access to?

 
Step-by-step and complete Microsoft Power BI Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Microsoft Power BI project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Microsoft Power BI project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Microsoft Power BI project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Microsoft Power BI project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Microsoft Power BI project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Microsoft Power BI project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Microsoft Power BI project with this in-depth Microsoft Power BI Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Microsoft Power BI projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Microsoft Power BI and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Microsoft Power BI investments work better.

This Microsoft Power BI All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.