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  • Monitor and explore your Microsoft Dynamics Marketing data with Power BI

    Microsoft Dynamics Marketing is an integrated marketing management solution for marketing operation, planning, execution, and analytics across all channels—digital, social, and traditional. It enables marketing teams to plan, execute, and measure marketing campaigns across channels, from start to finish, to bring marketing vision to life.

    Today, we’re very excited to share with you a fantastic new analytic capability that we are adding to the Power BI product that targets specifically the Role of a Demand Generation Manager with Microsoft Dynamics Marketing.

    As a marketer you are constantly extending and updating your target audience for your marketing activities. You are collecting information from and about your prospects on an ongoing basis. Your campaigns send out email marketing messages and other communications and you record responses like visits, signups, event registrations and attendance records.

    The amount of data that modern marketing activities generate is large and at the same time it is essential to measure results and convert observations in actionable optimizations, detect trends and adjust your marketing plans.

    Power BI provides Microsoft Dynamics Marketing users the tools they need to analyze this data and make informed marketing decisions:

    • The right data is exposed and modeled into a consumable format.
    • A rich set of out of the box analytics reports that allow you to ramp up quickly for your own marketing analytics.
    • An environment that provides analytic reports, dashboards and KPIs in an easily consumable way for the employees in your organization.

    Out of Box Content

    Connecting to your Microsoft Dynamics Marketing from Power BI is easy; immediately after you connect you will be presented with a carefully crafted dashboard that shows you at a glance some key insights in your Microsoft Dynamics Marketing data.

    Check this article on how to connect to your Microsoft Dynamics Marketing account with power BI.

    Once the dashboard is fully loaded with your data, you can click on any of the visuals to view a more detailed report where you can further apply filters, drill into more information and gain a lot more insights about your data.


    You can also use Power BI’s Q&A where you can ask natural language questions to further explore your data.

    For Example if you want to understand the source of lead creation over a period of time you might ask:

    "Show number of lead interaction and interaction type over interaction date as line"

    The answer will be given as the chart below. You can then pin this visual to your dashboard if you want to keep monitoring it.

    You can also pin data from other datasets to your dashboard. For example, if your Sales team uses Microsoft Dynamics CRM to manage opportunities, accounts and more then you can now build the combined Dashboard showing both Marketing analytics and measure end to end performance that include the resulting sales activities.


    Create your Own Reports

    Different marketing teams could be interested in exploring a different sets of data than others. If the out of box dashboard and report don’t fully provide all the insights that you need, you can easily and quickly create your own reports.

    Just click on the Dynamics Marketing dataset, an empty report will open for you to start exploring your data. You can drag the fields you want to explore from the fields list to the canvas, choose the visual type you would like to create, apply any further filters in the filters pane and finally save the report. You can also pin visuals from your custom reports to your dashboards. 


    For all Microsoft Dynamics Marketing users, we hope you will love this new addition to Power BI. We would love to hear your feedback and questions. You can contact support either by clicking the “?” when you’re signed in to your Power BI account or from the “Contact Support” link on our support site.


    Learn more about Microsoft Dynamics Marketing

    #Power BI#Business Intelligence#data visualization#dashboard#Connector#Microsoft Dynamics Marketing#Marketing#Dynamics Marketing#Dynamics#Microsoft Dynamics

    Thu, 23 Apr 2015 16:00:00 GMT byPower BI Team0 Comment

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  • The Power BI Designer experience

    by Ariel Netz, Group Program Manager in the Power BI Designer team

    Last summer, we started our planning for the Power BI Designer, a BI desktop client tool designed to complement the Power BI SaaS offering we were already working on. As with any new project, comes lots of questions and ideas on how things will work, but a few base assumptions were made clear from the very beginning:

    • We want to build a single, unified experience that will combine all the capabilities of Power Query, Power Pivot & Power View. Historically, those tools were developed at different paces, using different technologies, each designed to stand in its own right. While each of the tools did exactly what they were set out to do, our users spoke loud and clear – they wanted to use them together and see a much better integration than what we delivered. Additionally our users provided feedback that they would like to see our tools evolving on regular and frequent cadence.  
    • At its core, we designed Power BI Designer to help users to visually explore data and author interactive reports and to complement Excel. Power BI Designer is available to download for free from and can be used as a standalone desktop companion
    • Like many other teams at Microsoft, we will be delivering on our vision over time and, in an incremental fashion, enabling our customers to try out the tools, provide feedback on our designs and basically, keeping us honest in “real time." 

    The very next thing we did was to put together a team that is composed of experienced developers and designers who worked on these technologies before and asked them to build that single tool.

    On Dec 18, 2014, we announced the preview of the Power BI service together with the Power BI Designer. That early build was our first showing. The Power BI Designer preview combined the capabilities of Power Query and a good portion of the Power View capabilities, but it did not show Power Pivot. I say “show” as behind the scenes the Power Pivot in-memory engine that glues it all together was there.

    Since December, we have released updates to the Designer every month. Each of the updates included the usual bug fixing, performance optimizations and also included new capabilities. In the past couple of months, we worked on some smaller improvements that were designed to bring some of the Power Pivot modeling capabilities into the Power BI Designers. Some of those improvements include:

    • Automatic Model-level Relationship Detection.
    • Manual Relationship Creation
    • Show/Hide Data Model Fields.

    However, those changes still didn’t show the direction we are heading into with the integration of Data Modeling capabilities into the Designer. There are many capabilities that make Power Pivot the best analytical engine of its kind but of all, there is one feature that is more recognized than others: DAX formulas. Anybody who has used Power Pivot before will attest that our integration work will never be complete without the addition of DAX formula authoring capabilities to the Designer. 

    Today we are pleased to announce a series of enhancements to the Power BI Designer that demonstrate the direction we are heading with the Designer modeling capabilities:

    • Initial DAX Measures functionality with Intellisense
    • New DAX functions.
    • Data Types (unified across Model and Query.)
    • Model-level formatting.
    • Rename & Delete fields in Report view.
    • Updated Relationship Creation dialog

    This April update is just another update amongst many more planned to come but it’s a special one as, for the first time, users will get to experience all the “Power” tools in a single tool – Power BI Designer. Much more is soon to come…

    Click here for full details on “What’s New” in the Power BI Designer April update

    #Power BI#Business Intelligence#data visualization#power BI Designer#Microsoft#data exploration#DAX#measures

    Wed, 22 Apr 2015 16:35:00 GMT byPower BI Team7 Comments

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