Power BI Template for use with Exports

Ellen Smith
Ellen Smith
Second Anniversary Kudos 1 Name Dropper Participant
in SKY Developer General Discussions

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

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Comments

  • Heather McLean
    Heather McLean
    Eighth Anniversary Kudos 3 Name Dropper Participant

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

  • Amanda Tipper
    Amanda Tipper
    Fourth Anniversary Name Dropper Participant Facilitator 1

    @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
    Ellen Smith
    Second Anniversary Kudos 1 Name Dropper Participant

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

  • Christine Prete
    Christine Prete
    Tenth Anniversary Kudos 1 Name Dropper Participant

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

  • Erik Leaver
    Erik Leaver Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

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


  • Ellen Smith
    Ellen Smith
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @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 :D

  • Sa'id Kolapo
    Sa'id Kolapo
    Name Dropper Participant Facilitator 1 Blackbaud Certified

    @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
    Ellen Smith
    Second Anniversary Kudos 1 Name Dropper Participant

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

  • Aldera Chisholm
    Aldera Chisholm Community All-Star
    Sixth Anniversary Kudos 5 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge First Reply

    Ellen, I'm a little late to this party, but thank you! I'm learning BI right now, and I'm looking forward to using this to help guide me!

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