You will need the following requirements in order to successfully complete the instructions in this chapter:
- An internet connection.
- Windows 10, Windows 7, Windows 8, Windows 8.1, Windows Server 2008 R2, Windows Server 2012, or Windows Server 2012 R2.
- Microsoft Power BI Desktop.
- Download LearnPowerBI.pbix and the Budget and Forecast.xlsx, People and Tasks.xlsx, and Hours.xlsx files from GitHub at https://github.com/gdeckler/LearnPowerBI/tree/master/Ch3.
- If you have skipped any chapters, download LearnPowerBI_Ch3Start.zip from https://github.com/gdeckler/LearnPowerBI/tree/master/Ch3 and extract the LearnPowerBI_Ch3Start.pbix file.
- By the end of this chapter, your Power BI file should look like the LearnPowerBI_Ch3End.pbix file contained within LearnPowerBI_Ch3End.zip, which can also be downloaded at https://github.com/gdeckler/LearnPowerBI/tree/master/Ch3.
In order to make our exploration of Power BI more realistic, we are going to use a real-world scenario that will be used throughout the remainder of this book. This scenario involves a regional professional services firm with multiple locations and service divisions. The most recently conducted yearly employee survey highlighted a strong employee demand for increased flexibility regarding personal time off (PTO). As a result, human resources has decided to implement unlimited PTO. While time off still needs to be approved, employees no longer have a set amount of days of PTO per year. This is an enormous benefit to employees but, in order to stay profitable, it is now imperative that the organization is able to closely track and report on utilization so that managers can make informed business decisions around requests for time off. In this scenario, we will take on the persona of Pam, who works in finance at the firm and has access to all of the division budgets, as well as the daily time reports from employees. As such, it has fallen to Pam—you—to implement better utilization reporting and distribute that information throughout the firm.