Meeting Details
Date/Time/Location
- Location: https://ucsb.zoom.us/j/223753798
- 9:00-10:00
Attendees
Meeting Goals and Expected Preparation
Goals
- Develop processes that insure efficient and auditable deployment and development while optimizing the free user experience.
- Review use cases and discuss problems. Push site context to bring value to users and create user driven requirements.
Expected Preparation
The 8/22 discussion we discussed using a two WS deployment ws_dev > ws_test > app. Is this the deployment process
Try doing stuff in Power BI and then add questions or use cases in the comments to the page. Review the page before the meeting to determine what you want to discuss, like a comments. The agenda proposed below may change based on users comments.
Agenda
| Time | Topic | Owner |
|---|---|---|
| 5 m | Review use cases and questions in the comments to determine topics for the meeting. | All |
| 15 m | Demo Housing ? If Housing has has a use case, it would be good to review | Mike Smith |
| 20 min | GL report example in Power BI discuss how this fits into the ETS use case | Michael Nesbit (Unlicensed) |
| 5 m | Data flow demo how to use generic data flows to make data sets. | Ann Crawford (Unlicensed) |
Discussion
Michael Nesbit (Unlicensed) demoed finance excel model in dataservices and a POC Power BI Report connected to the FinanceSA SSAS model in Power BI
Mike Smith demoed the ARIT Occupancy report and showed a POC Power BI Report
We may need to enable workbooks for finance since they prefer excel but that requires using one drive with office to publish workbook to power bi from one drive.
The Developer meetings are going to focus on security. How to answer these questions,Who as access to what? Who has accessed what and when?
Action Items
Darshan Etz - talk with Tom Howard on splunk demo
Darshan Etz and Ann Crawford (Unlicensed) set up Finance dataflows
Eric Johnstone POC on Security and Compliance Center, setting up policies and alerts
Action Items from 8/29
- Michael Nesbit (Unlicensed) - create power bi financial model general ledger
- Ann Crawford (Unlicensed) - deploy GL workbook to power bi - Workbooks must be published from one drive. Our one drive account does not support office so I cannot publish a workbook to PBI.
- Eric Johnstone - Power BI Form with Power Apps, we may not have the licensing for power apps this will be a POC
- Yaheya Quazi - Short design discussion on the entitlement and responsibilities security model.
- Ann Crawford (Unlicensed) - reach out to BSOs to demo to Darshan next week. - email sent 9/4
- Darshan Etz - check with Shen on integrating Google Data Studio with PBI and investigate security
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