Power BI reports for Legal Firms (Webinar): Introduction

When you connect and combine data from QorusDocs, with data from your Salesforce.com CRM, and your SharePoint Online, you can create an incredibly powerful set of custom reports.

These are perfect for Business Development and Pitch Team leaders who need insights into utilization, adoption, searching, win rates, content usage and more, with the flexibility of being able to report by practice group, industry, partner, department, office, etc.  

We recorded a webinar that will take you through all the high-level steps of how to do this in Power BI, and you can find this recording here.

This article is intended to take you through the technical steps as shown in this webinar, and we’ll be covering the following:

• Power BI Webinar Part 1 - Connecting the data
• Power BI Webinar Part 2 - Transforming the data
• Power BI Webinar Part 3 - Relationships
• Power BI Webinar Part 4 - Calculations
• Power BI Webinar Part 5 - Visuals

Please note that this article is not intended to teach you how to use the Power BI application. There are some excellent training resources provided for this by Microsoft and other third-parties.

Our goal here is to show how you, as an experienced Power BI user, can bring the data together to generate impactful reports for your organization.