Power BI Template for use with Exports

Ellen Smith

Hi All!

From Heather McLean's group in the Off the Grid, I developed a template for use with exported data from RE for those who aren't using the connector. This has visuals and measures to give you a great start in learning BI (still a steep learning curve even with a template! Have patience with yourself and stick with it). Provided detailed instructions on what exports to use and how to customize for your org rules.

Thanks!

Ellen

Raiser's Edge Basic Template.zip

Heather McLean

@Ellen Smith
This is a thing of beauty. I look forward to your presentation tomorrow during Power BI user group.

Amanda Tipper

@Ellen Smith Thank you so much for sharing this! I'm brand new to Power BI (as is the org I work for) and your instructions for this template are a huge help.

Ellen Smith

@Amanda Tipper Thank you Amanda! Let me know how it goes, if there is anything I can do to improve it

Christine Prete

@Heather McLean ?? is there a recording to watch of Ellen’s presentation?

Erik Leaver

@Christine Prete Ellen presented in the August 2023 Power BI user group. Recording can be found in the comments from that event:

Ellen Smith

@Erik Leaver Erik, is there a way I can move this to my CI account? I don't work at WIST anymore so I can't get any emails if people talk to me about it. I didn't even have it anymore I had to come download it myself! I think I tried to submit a request to do it once, but I'm not sure I did what Heather told me to correctly

Said Kolapo

@Ellen Smith This is amazing, thanks for sharing. I am tasked with a project currently - connecting Blackbaud to Power BI, and this resource is a good place to start with understanding what goes on under the hood in Blackbaud.

Ellen Smith

@Said Kolapo So glad it's helpful! good luck with your project!