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Drive Your Data Culture with Power BI and Microsoft 365 E5 Drive your data culture With Power BI and Microsoft 365 E5 Table of Contents: Drive your data culture with Power BI + Microsoft 365 E5 What does it mean to drive a data culture? .................................................................................................................................03 Using Power BI to enhance your business’s data journey Collaborating around data: Power BI + Microsoft Teams ............................................................................................................04 Securing and providing access to insight: Power BI + Security + Governance ..................................................................... 07 Enhancing productivity and empowerment: Power BI + Microsoft Office 365 ......................................................................10 Transform your business with Power BI and Microsoft 365 E5 .................................................................................................12 Microsoft Power Platform Drive your data culture 2 What does it mean to drive a data culture? With today’s ongoing transition into remote and hybrid work, organizations are making moves to quickly enhance productivity, meaning there’s even less room for missteps or errors in decision-making, and less elasticity in the budget. Pull back the curtain, and data helps drive any successful organization, but the data by itself isn’t enough to push the organization forward. It takes the right framework to transform data into insight and ideas into results. Leadership and business decision-makers must drive a data culture in their organizations where individuals are informed, teams are empowered, and everyone can make confident decisions. Driving that data culture means simplifying, aggregat- With Power BI and Microsoft 365, we’re delivering a ing, and applying intelligence to huge volumes of data unified suite of applications that help you stay connect- and complex problems to support the work people are ed and get things done with infused-AI, easy access to already doing. It doesn’t help anyone if data is hard to secure and trusted data, and more ways to save time, access, irrelevant, inaccurate, or too difficult to use. effort, and money. Use Microsoft 365 E5 with Power BI to take your business’s data infrastructure through a cohesive digital transformation. From Excel to Teams, Microsoft 365 E5 has the productivity, collaboration and analytical tools needed to drive success and seamlessly infuse data into the cloud without compromising collaboration. Microsoft 365 E5 also includes Power BI Pro, which enables users with: ´ Self-service BI and drilldown ´ Access to PBI insights in Teams, SharePoint, and anywhere else ´ Centrally managed, role-specific data protec- tion that meets your industry’s compliance ´ Data exploration and insight sharing with a standards familiar intuitive experience Let’s explore some of the ways Power BI works with other Microsoft 365 applications to find clarity in data and empower everyone. Microsoft Power Platform Drive your data culture 3 Using Power BI to enhance your business’s data culture Collaborating around data: Power BI + Teams At Microsoft, we have a massive consumer business involving seller, analysts, program managers, and leadership around the world. With our global reach, we’re constantly evolving and looking for ways to work smarter without making people’s jobs harder. Microsoft Teams is an amazing platform for collaboration, but its value is truly maximized when intelligent, interactive data experiences are built into it. Let’s look at how Power BI and Teams work together to emphasize collaboration and encourage digital transformation. The finance team within Microsoft Consumer Channel Sales and Marketing business needed help with efficient and accurate data analysis and understanding. As the business became more complex, executive members began seeing the deficiencies in the tool they were using. Users couldn’t change views to see the overview of their data, which created extra work for employees in terms of organizing and cleaning data instead of spending time analyzing it—they found their time was being wasted on the filtering the same views day in and day out, as well as manually copying and pasting information, making data extraction impossible, let alone accurate every time. Microsoft Power Platform Drive your data culture 4 The BI and Analytics team sought to improve the user experience with a modern solution that captured insights with the flexibility and agility to support the complexity of a global team. They created easy-to-connect build elements to supplement Power BI reports, which could then be used to build a portfolio or collection of rhythm-of-business (ROB) stories for distribution through Microsoft Teams and SharePoint. The finance and analytics teams remote collaboration was guaranteed to increase. Having sharable views supports easy and effective collaboration, saves time on explaining an otherwise-confusing process without this new-and-improved tool, and ensures that everyone is on the same page when it comes to under- standing the data. “Spending less time filtering and orienting yourself in a report meant you could spend more time focused on the content.” Justin Hurst, Senior Finance Manager, Microsoft The door has been opened for collaboration and view-sharing in ROB meetings and everyday work. The BI and Analytics team built link-sharing into Microsoft Teams for increased collaboration—the Power BI-generated reports can be pinned at the top of a channel or chat, so people in that Teams channel can drive their data culture in a central location. And with the interactive, pivotable Power BI dashboard auto-refreshing three times a day, users can work confidently knowing everyone in their organization will always have the most up-to-date information, whether they are presenting to their team or viewing it on their own. Collaboration doesn’t have to revolve around screenshots anymore. Power BI being live-connected with Teams means you’re always collaborating using the most current version of the data. Justin Hurst, Senior Finance Manager, Microsoft Microsoft Power Platform Drive your data culture 5 At Microsoft, we highlight Power BI to help businesses achieve more knowledge and empowerment with their data, like what Microsoft’s Consumer Channel Sales and Marketing business did. Here are some other features that can help your organization with interac- tion and collaboration. Improve collaboration with Microsoft Teams ´ The full capabilities of Power BI optimized for ´ Make decisions faster by viewing and collab- Teams and Microsoft Office orating on data visualizations as a full team ´ Quickly create visualizations with automatic ´ Spend less time searching for your reports: help from any data right in Teams Add interactive reports directly into conver- sations and Teams so you can refocus your ´ Share via Teams channel, @mention, or in team’s priorities chats and meetings ´ Give everyone access to the data they need ´ Search for and discover reports and data- for a project by easily incorporating Power BI sets from across your organization including visuals Excel workbooks Microsoft Power Platform Drive your data culture 6 Securing and providing access to insight: Power BI + Security + Governance With Power BI’s enhanced security experience, users can work with confidence knowing their data is secure through the export phase, and streamlined reporting allows data to be represented in a trackable way, telling a story to its viewers. Let’s see how Humana and Drax used Power BI to secure their data and lead their organization’s compliance efforts through storytelling. Since implementing Power BI tools into their digital toolkit, Humana has relied on the platform to deliver secure and compliant data across the board. Here’s what their vice president and chief data and analytics officer had to say about relying on Power BI for top cybersecurity protection during COVID-19 last year. Power BI hasn’t just helped Humana and other organizations respond to unprecedented circumstances, the app has also helped Humana consolidate over 47 data sources and BI tools into a singular solution with Power BI and Microsoft Azure. “We are increasingly relying on Power BI for analytics and action. For example: full support of the process to deliver 1 million meals during COVID pandemic to those members that were in most need. This requires processing of PII and PHI and therefore we deeply rely on a range of security features that Power BI provides. With growing importance of Power BI for Humana and increasing cybersecurity threats we are looking forward to further security features on Power BI roadmap.” Slawek Kierner, Senior Vice President / Chief Data and Analytics Officer, Humana Microsoft Power Platform Drive your data culture 7 But how did they get there? They needed to view survey data that analyzed social determinants of health, or the conditions in the environ- ments in which people live, learn, work, play, worship, and age that affect a wide range of quality-of-life outcomes and risks. They had the data, but it was spread out and sorted through individual silos—they wanted to consolidate it all into a singular source while maintaining their security around it, as the data included confidential patient health information. Under the leadership of Sean Chandler, a Senior BI Engineer, Humana used Power BI to create reports to help track how social determinants and health-related social needs affected their individual
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