2020 PD Banner

Prospect Management Using Microsoft's Power BI

Track: Data Science

Session Number: 3009
Date: Thu, Aug 27th, 2020
Time: 12:15 PM - 1:00 PM

Description:

City Year’s Prospect Development Team used Microsoft’s Power BI to develop a Prospect Management & Analytics tool for frontline fundraisers which we call the Power Pipeline App. The App is run by Salesforce data, which is refreshed multiple times a day. The presenters will share the App and talk through key technical components.
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Participants will recall the key reporting & visualization components of the Power Pipeline App.
Learning Objective #2: Participants will understand the general query and process building blocks powering the visualizations and calculations
Software or Vendor Tools: Yes
Software or Vendor Tool Details: Microsoft Power B.I.
Primary Competency: DS:Competency 5: Visualization/Reporting Techniques and Competencies
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: DS:Competency 2: Project Management
Intended Audience Level: Level I
Recommended Prerequisites: Working knowledge of Excel and data tables
Shop Size: All Shop Sizes
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Participants will recall the key reporting & visualization components of the Power Pipeline App.
Learning Objective #2: Participants will understand the general query and process building blocks powering the visualizations and calculations
Software or Vendor Tools: Yes
Software or Vendor Tool Details: Microsoft Power B.I.
Primary Competency: DS:Competency 5: Visualization/Reporting Techniques and Competencies
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: DS:Competency 2: Project Management
Intended Audience Level: Level I
Recommended Prerequisites: Working knowledge of Excel and data tables
Shop Size: All Shop Sizes