{"id":18979,"date":"2025-07-23T14:35:23","date_gmt":"2025-07-23T14:35:23","guid":{"rendered":"https:\/\/teamheller.com\/?p=18979"},"modified":"2025-07-28T19:13:55","modified_gmt":"2025-07-28T19:13:55","slug":"democratize-your-data-with-power-bi","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/blog\/democratize-your-data-with-power-bi","title":{"rendered":"Democratize your data with Power BI"},"content":{"rendered":"

Imagine for a moment that you\u2019re a hardworking development team member with a never-ending list of regular projects.<\/p>\n

A meeting pops into your calendar. It\u2019s from your Chief Development Officer and is entitled \u201cAnalytics for Board Meeting.\u201d or you get a Teams chat from the Chief Program Officer asking for \u201cYear to Date Performance to Goal Insights for field staff.” You groan. It can\u2019t possibly be that time again already.<\/p>\n

Every year, the process gets more complex. You pull more data points from your CRM and other databases, analyze and create logical connections, and turn them into visualizations that help your leadership see the story of your year.<\/p>\n

What if I told you that Annual Report season doesn\u2019t need to be this hard? What if you could give your leaders immediate access to the data<\/a> they need, in a format they can understand, without manual intervention?<\/p>\n

It\u2019s time to democratize your data. Give your C-suite one dashboard to rule them all\u2014because insights shouldn\u2019t require a scavenger hunt.<\/p>\n

1. Think about your data, not your databases<\/h2>\n

Start by understanding that your CRM is likely one of several sources of crucial data within your organization. Where does your data reside? Is it in a consumable format? Does your data team have reliable and repeatable access to it?<\/p>\n

2. Think about your stakeholders, not their unexpected report requests<\/h2>\n

It\u2019s essential to identify all the stakeholders in your organization who would benefit from an environment of data empowerment. What data do Major Gift Officers need, and how do they use it? What about those in charge of donor retention? What information does your ED need? Marketing? IT?<\/p>\n

Those ad hoc data pulls like the annual report fire drill are a great place to start.<\/p>\n

3. Map, model, visualize<\/h2>\n

Now that you\u2019ve defined what, where, and who, it\u2019s time to for the how. This involves defining a strategy to transform your raw data points in their multiple locations of origin to being a component of the insightful visualizations within a comprehensive dashboard that is consistently accessible to your stakeholders. This requires thinking holistically\u2014not everything is going to be accessible in a CRM field or fundraising tool. At Heller Consulting, we develop Data Dictionaries<\/a> that map all the key information sources held in your organization, and use them to develop a data strategy that determines how information is captured, transformed, and managed.<\/p>\n

Once you have an idea of what your data is for and where it is held, you can plan for access.<\/p>\n

4. Build automated real-time reports and dashboards<\/h2>\n

The key to data transparency and accessibility is transforming individual data points into reports and dashboards that your stakeholders can use to get insights consistently. Only by understanding and modeling your data can you start to pull the right data together into dashboards that update in real time. Many CRMs have dashboarding capabilities but they will only be useful if the people who need them are frequent users of that system. Remember: Your ED doesn\u2019t need a CRM seat, what she needs is the insights.<\/p>\n

At Heller Consulting, we love Microsoft Power BI<\/a> for this purpose, since it can seamlessly integrate data from sources as disparate as spreadsheets, databases, fundraising software, and custom applications, without the need for technical expertise.<\/p>\n

It has an intuitive drag-and-drop interface, which means organizations can transform complex data into visually compelling reports that track key performance indicators, donor engagement, program outcomes, and financial metrics in real-time. And it leverages Microsoft\u2019s security layer, meaning your IT team can control access across the organization.<\/p>\n

We have built a number of automated dashboards that pull data from disparate systems such as Raiser\u2019s Edge, Microsoft Dynamics, and various SharePoint files into self-service dashboards accessible to major giving teams while they\u2019re out on the road.<\/p>\n

Self-service reports democratize data and reduce manual work<\/h2>\n

By automating reports and dashboards, you are giving your data stakeholders real-time access to the insights they need. Not only does that mean fewer ad hoc requests coming from the C Suite but ideally better decision making, because your leaders will have access to real-time data themselves.<\/p>\n

\u201cPlaying\u201d with dashboards and reports to compare different datasets will help them understand their organization better and make informed decisions based on the latest data available to them.<\/p>\n

Get in touch<\/a> to see how Heller Consulting can help you democratize your data today.<\/p>\n","protected":false},"excerpt":{"rendered":"

Imagine for a moment that you\u2019re a hardworking development team member with a never-ending list of regular projects. A meeting pops into your calendar. It\u2019s from your Chief Development Officer and is entitled \u201cAnalytics for Board Meeting.\u201d or you get a Teams chat from the Chief Program Officer asking for \u201cYear to Date Performance to […]<\/p>\n","protected":false},"author":43,"featured_media":18980,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[121],"tags":[562,563,564,565,566,567,132,568,145,569,203,570,208,571,353,557,558,559,560,561],"ppma_author":[585],"class_list":["post-18979","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-microsoft","tag-data-strategy","tag-real-time-reporting","tag-stakeholder-insights","tag-data-visualization","tag-self-service-analytics","tag-annual-report-automation","tag-nonprofit-technology","tag-data-modeling","tag-raisers-edge","tag-data-accessibility","tag-microsoft-dynamics","tag-performance-metrics","tag-heller-consulting","tag-donor-engagement","tag-fundraising-software","tag-power-bi","tag-data-democratization","tag-nonprofit-analytics","tag-crm-integration","tag-dashboards"],"acf":[],"yoast_head":"\nDemocratize your data with Power BI - Heller Consulting<\/title>\n<meta name=\"description\" content=\"Explore how to democratize your nonprofit data with Microsoft Power BI and Heller Consulting.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/teamheller.com\/resources\/blog\/democratize-your-data-with-power-bi\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Democratize your data with Power BI\" \/>\n<meta property=\"og:description\" content=\"Imagine for a moment that you\u2019re a hardworking development team member with a never-ending list of regular projects. 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