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PUG Meeting Notes of Sept 5, 2019

  • 1.  PUG Meeting Notes of Sept 5, 2019

    Gold Contributor
    Posted Sep 06, 2019 09:50 AM
      |   view attached
    PUG-20190905
    PBI showing health status and insurance coverage

    Folks,  Notes and attached image from PUG Meeting on Thursday, 9/5/19.

    Thank you for the support (especially AshleyW, AlyssaM, and Ju-han) during the PBI working meeting on Thursday with 18 participants (attendee list attached). 

    I know it's bumpy getting started with different learning styles and getting used to the software.  Our combined efforts were worthwhile: 

    A community organization left with its first PBI report with a template that can be shared with similar organizations.  

    A work team is going to have their first PBI report within a week. 

    Alyssa has a PBI report for her MSW project on advocating for a change in insurance policy affecting families with a child with a disability who have private insurance.  See image, which I was able to view and capture on my phone with PBI Mobile while composing this message. 

    John K gave a day of his time and helped our Business team get better acquainted  with using PBI. 

    Several of us worked together and figured out some PBI features for showing assessment data based on national report standards developed by John Lyons, Dan Warner and others (reference in PUG Library in PUGpractice). 

    We also showed how we can use a SharePoint Team site to share data and embed PBI reports. And a recent breakthrough is better understanding of how "shared folders" works, and how to use PBI Pivot columns and grouping-aggregation features.  By converting data connections to shared folders vs individual data files we will have an easier way to show historical data along with daily-monthly views.

    Thank you for your energy and contributions to a very successful meeting and working session

    Jerome


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    Jerome Scriptunas
    Central NJ PUG
    https://www.instagram.com/YTB_NJ
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    Attachment(s)

    pdf
    PUG20190905.pdf   409K 1 version