WORKSHOP PROGRAM

Day 1: November 6

Time Name Description
9:00 AM - 9:30 AMWelcome and Breakfast

Settle in, get your space organized, and grab some breakfast with your other automation enthusiasts.

9:30 AM - 10:00 AMBlackbaud Extensibility and Microsoft Power Platform 101

Blackbaud products are meant to be customized to meet the unique needs of our customers. Learn the basics of how you can build customizations, common customer use cases and methods, and how to understand what data can be accessed via SKY API.

10:00 AM - 11:30 AMLab 1: Automate Integration Scenarios

Build an automated integration from an external form to Raiser's Edge NXT. Learn what integration scenarios are a good fit for Microsoft Power Automate and build an integration from a Contact Us form on a website to integrate that data and assign follow-up actions. You will learn how to create actions, handle loops, and conditions in Power Automate.

11:30 AM - 11:45 AMBREAK 
11:45 AM - 12:15 PMTutorial: SKY Add-ins, Apps, and Adaptive Cards

We drill deeper into the Blackbaud and Microsoft tools you can use to not only automate processes but also customize the user experience inside Blackbaud products. You'll learn the different types of SKY Add-ins that can be used for automation scenarios and build your first Blackbaud app. We will also orient you to the Adaptive Card builder UI that we will use in the afternoon.

12:15 PM - 12:45 PMLUNCH BREAK 
12:45 PM - 2:00 PMLab 2a: Automate Data Health Tasks

Build an Adaptive Card add-in for Raiser's Edge NXT that will help automate fundraiser requests for receiving credit on gift. This will include handling approval steps and how to circumvent potential technical roadblocks that may arise in automating data health tasks.

2:00 PM - 2:15 PMBREAK 
2:15 PM - 3:30 PMLab 2b: Automate Data Health Tasks

Now that you've built a basic Adaptive Card, we will take it to the next level! In this lab, you will connect Blackbaud data directly to your Adaptive Card to further automate requests through data validation and sending and styling notifications. You will confront more complex Microsoft Power Automate scenarios and continue building on your skills.

3:30 PM - 4:00 PMPlanning your First Automation

Learn essential skills for planning your first automation.

3:30 PM - 4:30 PMOpen Q&A Time

The team of experts will stick around to answer any questions you may have!

Time Name Description
9:00 AM - 9:30 AMWelcome and Breakfast

Settle in, get your space organized, and grab some breakfast with your other BI enthusiasts.

9:30 AM - 10:15 AMIntro to Power BI and Power BI Demo

Learn from Blackbaud and Microsoft experts on the core Power BI capabilities and concepts you will need to put into practice when you build your first fundraising dashboard. We will highlight upcoming and preview features during the demo.

10:15 AM - 10:45 AMAccess and Prepare Data

Explore how to access and prepare the data we will be using for our reports.

10:45 AM - 11:00 AMBREAK 
11:00 AM - 12:30 PMBuild a Fundraising Report: Data Model

Build a simple report based on a CSV file data set. You'll learn the basics of data modeling and exploration (measures, calculated columns, calendar table, et al.), plus how to access, clean, and mash-up data.

12:30 PM - 1:00 PMLUNCH BREAK 
1:00 PM - 2:00 PMBuild a Fundraising Report: Visuals

Learn how to add more sophisticated visuals and features into your report.

2:00 PM - 3:15 PMSelf-Paced: Complete Your First Power BI Report

You will put into action the skills that you learned in the morning to build your first Power BI report.

3:15 PM - 3:30 PMBREAK 
3:30 PM - 4:00 PMIntro to Power Automate

Learn the basics of Power Automate and how it can be used to refresh our data sets.

4:00 PM - 4:30 PMIntro to Power Automate Templates

We will introduce you to Power Automate templates and how they can be used to jumpstart your projects.

Time Zone: (UTC-05:00) Central Time (US & Canada) [Change Time Zone]

Day 2: November 7

Time Name Description
9:00 AM - 9:30 AMWelcome & Breakfast

Settle in, get your space organized, and grab some breakfast with your other BI enthusiasts.

9:30 AM - 11:30 AMDeep Dive: Loops, Expressions

Learn how to master loops and expressions in Power Automate.

11:30 AM - 11:45 AMBREAK 
11:45 AM - 12:15 PMIntro to Small Group Projects

You will outline a Power Automate project and find a small group to work with.

12:15 PM - 12:45 PMLUNCH BREAK 
12:45 PM - 2:00 PMSmall Group Project Work

Begin working on your small group project.

2:00 PM - 2:15 PMBREAK 
2:15 PM - 3:30 PMSmall Group Project Work

Continue your small group project work.

3:30 PM - 4:00 PMYour Automation Action Plan

Review next steps for putting your new automation skills into practice at your organization. From licensing and architecture to gathering feedback from end-users and available training resources, you'll have a plan to accelerate your success. We will provide tools to help you identify viable automation projects.

Time Name Description
9:00 AM - 9:30 AMWelcome & Breakfast

Settle in, get your space organized, and grab some breakfast with your other BI enthusiasts.

9:30 AM - 10:45 AMConnect Blackbaud Data to Power BI

Connect your Blackbaud data directly to Power BI leveraging Microsoft Power Automate, the newly released Query API.

10:45 AM - 11:00 AMBREAK 
11:00 AM - 12:00 PMPublish to Power BI Service & Schedule Data Refreshes

Learn how to keep your data up to date with frequent refreshes

12:00 PM - 12:45 PMLUNCH BREAK 
12:45 PM - 2:00 PMSelf-Paced: Connect & Refresh Data

You will build connections and modify your Power Automate flow to refresh the data in your Power BI project.

2:00 PM - 2:30 PMEmbed Your Power BI Report in RENXT

Learn the SKY Developer tools you'll need to create and connect apps to your Blackbaud solution and best practices for embedding them for your users.

2:30 PM - 3:00 PMSelf-Paced: Embed Your Power BI Report in RENXT

Build your own application to surface your Power BI project directly in RENXT

3:00 PM - 3:30 PMPower BI Resources

You've started your Power BI journey, now learn how to sustain and accelerate your learning beyond the classroom.

3:30 PM - 4:00 PMYour Power BI Action Plan

Review next steps for taking your new fundraising dashboard into production at your organization. From licensing and architecture to gathering feedback from end-users and available training resources, you'll have a plan to accelerate your success.

Time Zone: (UTC-05:00) Central Time (US & Canada) [Change Time Zone]

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