Use Office 365 to get reporting at the push of a button

As a SharePoint and Office 365 consultancy, we come across lots of problems within organisations surrounding the ease of reporting and sharing information. In our downloadable guide, we go through many ‘wishes’ users had regarding SharePoint and Office 365. We use real solutions to address these wishes! You can download the guide here.

Let’s use an example: Syed worked really hard to get his Finance qualifications. He then worked hard to get the job he wanted as a Financial Controller. Yet at the end of each month he spends days and days compiling spreadsheets – simply to produce a single report. The sheer amount of time (and tears) spent is a lot, and even then Syed isn’t 100% sure all the data he’s looking at is correct. Perhaps Mike from Sales has passed the wrong excel spreadsheet…again (c’mon Mike!).

“It’s so arduous and counter-intuitive having to trawl through long-winded Excel documents every month to get the stats I need. Why can’t reporting in my organisation just…work?! I wish there was a better way!”

Wish

Syed would dearly love to wave a wand and all his reporting needs are done. If this was the case, he’d be able to enjoy his role and spend his time doing the tasks that utilise his skills properly!

Solution

We know from experience that reporting methods will vary hugely across organisations – as do the types of systems in use. As Syed’s organisation had Office 365, then we recommended employing Power BI – and it became Syed’s best friend. It’s a super app that absolutely should be utilised if you have it.

Power BI is a suite of business analytics tools that can deliver insights from your organisation’s data. It enables you to:
• Connect to hundreds of data sources
• Simplify data preparation (e.g. for
reporting)
• Drive ad hoc analysis
• Ask direct questions about your data
• Display reports in a visually appealing way
• Navigate easily to the figures that matter to you

Microsoft Power BI can handle a wide assortment of data analytic objectives. It goes from consuming and modelling data to presenting it as dashboards and sharing the dashboards with the people who care about them. Power BI makes it simple to transform data into meaningful visualisations quickly. This is made possible by a drag and drop system of creating visuals, pick the visual, choose the data you want in it and boom you have an interactive way of looking at your data.

Read one of our reporting guides here – full of useful tips and tricks to help your business report better!

The search function on Power BI allows you to ask questions of your data, rather than your data presenting you with lots of confusing information. If you need to find something in a report quickly, you can quite literally ask the question using Power BI’s search.

Share your analysis and reporting easily: Once you have a report or dashboard that you are happy with it is simple to share internally and externally. You can also access dashboards on any mobile device; so, if your organisation is made up of users based in different locations, it’s a winner solution for business intelligence in your company!

We have a fantastic guide all about how you can utilise Power BI to get yourself out of Excel hell! Download it here.

Highlights of our fix:

Configuring reporting and connecting (very) disparate data sources is very common for us. As is introducing Power Bi into the mix. These type of projects really need to be handled by a consultancy with BI expertise.

To check out more SharePoint and Office 365 wishes that we’ve granted to organisations – click here and read our handy guide.