Power BI for Fundraisers

An Introduction to Power BI Dashboards for Nonprofits

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Your organization installed Power BI because it's free. Now, what?

If you are looking at the blank page on your Power BI program and don't know where to start, this course is for you.

Walking you through building your first dashboard step by step, Greg Duke and Marianne Pelletier will show you how to create your first dashboard. Lessons include how to:

  • Import data from a variety of sources, including refreshable data links
  • Add data from different tables to a report
  • Building a summary data table to glean insights from your constituency giving
  • Computing new columns for deeper insight
  • Adding graphs, maps, and charts that bring forward actionable information
  • Formatting steps that clarify, including coloring charts by segment and adding your own organization's color schemes
  • Pre-filtering data and adding slicers to allow for on the fly analysis
  • Creating drill-down graphs and tables for further investigation into your constituency's characteristics
  • Publishing your dashboard so that your whole organization can benefit

Additional amenities include:

  1. In class comment section for you to ask the instructors questions and see responses to other student questions. Greg and Marianne reply to all questions and comments.
  2. Ability to re-watch the videos over and over
  3. Several resource links and suggestions for continued learning
  4. Coaching hours with the instructors for an additional fee

Your Instructor

Dr. Gregory E. Duke
Dr. Gregory E. Duke

For over 20 years, Greg Duke has worked in fundraising organizations in the United States and the United Kingdom, working primarily in database management and prospect research.

Duke helps Raiser’s Edge clients to optimize their database by implementing data clean-up techniques and creating reporting structures, including dashboards and SQL queries. He also facilitates data imports into Raiser’s Edge and database administration.

Duke has worked at the University of Oxford, Niagara University, Florida International University, and the Rochester Institute of Technology. He has lectured at several APRA International and regional conferences, and previously taught a fundraising course at Niagara University. Duke earned a D.Phil in modern history from Jesus College, University of Oxford.

Course Curriculum

  PowerBI: What It Can Do for Fundraising
Available in days
days after you enroll

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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