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Mike, Seth, and Tommy dive through a great mailbag on getting feedback in a scalable way:
I have built a monthly "snapshot" report that is delivered to more than a dozen different business units across my firm. These are the subject of one-on-one meetings between the leads of those units and their manager. However, each business unit also has a marketing lead whose job is to help the business unit leads understand the metrics and share some context from the marketing world for why a certain KPI is low or high and what steps are being taken in the coming months to address them. So we have standard metrics delivered by Power BI that need to have narrative context added by marketing leaders before the snapshot report goes to its primary audience. I'm well aware of your hostility to PowerPoint, even with the Power BI add-in, but what are some other tools or approaches that allow non Power BI users to effectively mark up a report as a final phase before it is delivered? Surely this is a common problem!
How can we add comments to reports outside of PowerPoint, Are there any other solutions that let non-Power BI users write down comments into a report?
Get in touch:
Send in your questions or topics you want us to discuss by tweeting to @PowerBITips with the hashtag #empMailbag or submit on the PowerBI.tips Podcast Page.
Visit PowerBI.tips: https://powerbi.tips/
Watch the episodes live every Tuesday and Thursday morning at 730am CST on YouTube: https://www.youtube.com/powerbitips
Subscribe on Spotify: https://open.spotify.com/show/230fp78XmHHRXTiYICRLVv
Subscribe on Apple: https://podcasts.apple.com/us/podcast/explicit-measures-podcast/id1568944083
Check Out Community Jam: https://jam.powerbi.tips
Follow Mike: https://www.linkedin.com/in/michaelcarlo/
Follow Seth: https://www.linkedin.com/in/seth-bauer/
Follow Tommy: https://www.linkedin.com/in/tommypuglia/
5
88 ratings
Mike, Seth, and Tommy dive through a great mailbag on getting feedback in a scalable way:
I have built a monthly "snapshot" report that is delivered to more than a dozen different business units across my firm. These are the subject of one-on-one meetings between the leads of those units and their manager. However, each business unit also has a marketing lead whose job is to help the business unit leads understand the metrics and share some context from the marketing world for why a certain KPI is low or high and what steps are being taken in the coming months to address them. So we have standard metrics delivered by Power BI that need to have narrative context added by marketing leaders before the snapshot report goes to its primary audience. I'm well aware of your hostility to PowerPoint, even with the Power BI add-in, but what are some other tools or approaches that allow non Power BI users to effectively mark up a report as a final phase before it is delivered? Surely this is a common problem!
How can we add comments to reports outside of PowerPoint, Are there any other solutions that let non-Power BI users write down comments into a report?
Get in touch:
Send in your questions or topics you want us to discuss by tweeting to @PowerBITips with the hashtag #empMailbag or submit on the PowerBI.tips Podcast Page.
Visit PowerBI.tips: https://powerbi.tips/
Watch the episodes live every Tuesday and Thursday morning at 730am CST on YouTube: https://www.youtube.com/powerbitips
Subscribe on Spotify: https://open.spotify.com/show/230fp78XmHHRXTiYICRLVv
Subscribe on Apple: https://podcasts.apple.com/us/podcast/explicit-measures-podcast/id1568944083
Check Out Community Jam: https://jam.powerbi.tips
Follow Mike: https://www.linkedin.com/in/michaelcarlo/
Follow Seth: https://www.linkedin.com/in/seth-bauer/
Follow Tommy: https://www.linkedin.com/in/tommypuglia/
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