What results can a Power BI beginner get in just 30 days?
You're going to meet one of our 30 day Dashboard challenge
participants and see that you can quickly get incredible
results with Power BI, even if you feel like a beginner right
now. When Kyle started on his journey, he had perhaps the same
doubts and fear that you have, but listen to him, share his
journey and see what he was able to accomplish.
And you can get the same results by participating in a 30 day
dashboard challenge. Just visit learnpowerbi.com Challenge to
learn more & up. Hi, everyone. You can see my screen
today, Abby. Yeah, we can. Yeah. All right. So my name is Kyle.
I'm an employee benefits consultant.
So what I do is I help employers design their employee benefits
packages. So this would be to attract new talent as well as to
retain the employees they have and ultimately to take care of
them as well, including the health conditions that their
employees might have. So in Canada we have a public medical
system, but it doesn't cover everything. So for example,
drugs aren't covered under the.
The health system in Canada as well as what we call paramedical
claims, so things like physiotherapy, massage therapy,
psychologists, even even travel coverage. If if somebody wants
to go out of country, then the Canadian government's not
necessarily going to pay for when they need to go to a
hospital on that that vacation to the Bahamas for example.
And then there's some other medical services and supplies
hospitalization. If somebody wants to go in a non wardroom
isn't covered by the province. So basically an employer can
take anything that's not covered by the government and decide
what they want to provide for their employees. So this is a
good way to attract employees and these plans will generally
not just include the employee but also their whole family.
So you'll have an employee, their spouse, as well as their
children will all be covered by these programs. So yeah, I
worked in this industry for about 10 years and then left my
job in January to start my own company. And one area that I
think will be a big differentiator for my company is
the data analytics behind these programs. So cool thing about
this industry is in insurance, there's always.
A lot of data, so a lot of data to crunch through. Historically,
I became better and better with Excel, but of course you can hit
the limitations of Excel pretty quickly if you're using too many
rows of data. So within my old company, similar to Poorni, I
kind of worked my way up to a level where I wasn't able to
really dig into the data anymore. So my job was to peer
review what other people were doing, make sure everything
made.
But I wasn't really allowed to build my own models and that
type of thing. So one of the things I'm excited about about
my new company is going back to really being able to to dig in
and do some of this analytics work. So this dashboard
specifically is to help an employer figure out what types
of health conditions their employees might be facing as
well as their employees families in order to design their
Wellness programs. So some employers will design Wellness
programs.
Such as providing gym memberships or maybe some
special mental health support, that type of thing. So it's it's
good for an employer to be able to track how the health of their
employees at their organization are evolving. So what I've got
here is I split the claims that come through from the insurer
into healthcare and drugs. So drugs are generally the largest
portion of these programs. And then I've.
Basically mapped. So these are two data sets, one was the
healthcare claims, one was drugs, and I've mapped these all
onto different health conditions. So I've got 200,000
claims here with different codes that I've been mapped into what
the health condition is that that drug addresses for example,
or that type of service or medical supply would apply to
and then.
Within the program, there's some different groups that are
covered. So there's retirees, there's salaried employees as
well as unionized employees. There's actually like 12
different groups, but they can all be kind of mapped into these
three different categories. So I've mapped those into a slicer.
And then I figured an employer also might be interested in okay
of the claims that are coming through. What which claims
actually relate to my employee and what are the health
conditions that my employees are facing?
Versus their spouses and their children. So I've got one quick
visual here where basically you can click on it to filter down.
So if you want to look at the health conditions just for the
employees, for example, you would see musculoskeletal is the
first autoimmune diseases and then mental health would be #3.
Whereas if you're just looking at the total group, you see
musculoskeletal first and then mental health. So yeah, it's
it's kind of cool they can drill down.
I haven't actually shown this to any clients or prospects yet,
but the idea was that I was polishing it as I went. So Abby
gave me some pretty good feedback to start with, which
I've incorporated so far. So I show the evolution over time as
well. I've got five years of data.
I actually should say this one's only 3/4 of a year. So one thing
that I'm gonna be looking to learn in the future is how to
annualize when I've got years that aren't complete yet, and
ideally have that as a variable. So as I collect data, say every
quarter, I could just maybe have a parameter that then annualizes
that as I go. So I'll be looking to learn that.
And yeah, Abby also pointed out some color issues where I had
elements that were in the same color, but they were actually
different elements. So I've fixed that a little bit as well.
One thing that was really awesome that I learned in this
is with tooltips. You can either define your tooltips right
within a given dashboard, or you can create.
A new page and have that be your tool tip. So I found this was
awesome for if I'm looking at my drugs, for example, I could look
and say, oh okay, mental health is something that I know my
client is interested in. What are those different mental
health conditions? So I can go into my tool tip and then it
blows up into a tree map so it's like okay depression is clearly
the first one. Then they've got some multiple sclerosis.
Claims going through and basically it it gives them a
better picture of how that distribution within mental
health is broken down. So this is really helpful for them then
to define what kind of programs they should have, Like should
they then get a third party to help them with their mental
health disorders if it's on the drugs, for example? Are they
covering all of the right drugs to be able to help people with
depression, for example?
So yeah, I can also do that within this graph, within the
paramedical claims. For example, I can see Okay Physiotherapy's
my biggest driver, followed by chiropractor services,
psychologists, massage therapy, etc. What's really cool.
Too is I can just click on a given condition to then have all
of these drill down and then I can say okay. So just for mental
health what were the paramedical claims okay psychologists and
social workers and by far the most is the psychologist claims.
So yeah I see this being pretty cool functionality for employers
to kind of.
Not only got a picture of what their, the health conditions are
that their employees face now, but to kind of track it as they
evolve. So if they put in new mental health supports, for
example, they could continue to track Okay. Is this actually
causing a reduction in drug claims, for example? And yeah,
just kind of keep tabs on the health of their organization.
Man, this is incredible. And I will say that, yeah, I don't use
dual tips as often.
But they look lovely and it can be a nice surprise. I mean,
sometimes when somebody is like, I'm imagining like a new user
and they're hovering around it. And yeah, once it does pop up,
it's pretty intuitive. So love that, Love seeing that. Do you
mind just doing it again? Just hover over something. I wanna
see the dude again. God, that is so cool. You know, so.
We should have all had jet packs by now, right? And you go back
and read the science fiction novels or whatever you want. The
Jetsons. Yeah, we should be, Yeah. Yeah. But we don't have
jet packs. But we have this. I think this is a better deal. So,
Kyle, hey, this is super incredible.
And you're reminding me of this is reminding me of another
person who was in different industry but kind of doing the
same work that you're doing. Matt Bracken, and he was in the
energy industry and he would go to companies to help them save
the energy costs. But before Power BI, it was a long
conversation. You know, it was like, yeah, this is what we do
already, was just really drawn our conversation, which of
course meant that he had to put in a lot of effort to gain new
customers.
But then he switched to something like your belt and he
said, oh, here, here's how the energy thing works. And here,
here the peaks and valleys of the energy. And if you would
have bought in October, if you had been working with me, then
you would have saved this much money, right? And again, just
putting that visual made it so much easier. So I'm imagining.
So of course I think the timing is brilliant. Timing is spot on
because of course the, the everybody knows, the great
resignation, great revolt, all of that stuff going on.
And I think it's about time because I think the world needs
employers who really, truly care about their employees, right.
Not like, Oh yeah, we know we're going to give them free food so
they can work longer, you know, free laundry so that they don't
go, go, don't go home. None of that mentality, right. I mean,
do something, but do it with the right reason. So we need, the
world needs.
Employers who really care. And that's what I see this doing,
right. It's like, hey, how can we really take care for
employees? And and yes, I hey, I run a business too. So I know
resources are sometimes limited. So of course if you get
unlimited resources, yeah, let's take care of everybody. But we
can. But the idea is how can you maximize the resources And I see
that's what your report does. Like a well-intentioned employer
wants to take care of the employees and this can show them
how.
Like, hey, look, this is what your employees need and I love
it, right. And of course, you know, like in business like one
size doesn't fit all. So it's like, yeah, one company A's
employees might be totally different. And you know, I would
bet that even companies who you would think would be similar who
are maybe located in the same space.
You would see very different things when you look at the data
or we're in the same kind of industry like so let's say
mining or oil and gas, but you go from Company A to Company B
and if we're very different and this is what you can bring to
them. So hey man, I'm, I'm super excited for this. And yeah,
yeah, so I'll ask you the same question now. Now that you have
this, what what does it make possible for you in the new
year?
Where can you go? Or maybe maybe. Otherwise you wouldn't
have or it would have taken longer. Would have been harder.
Yeah. Yeah. So for one, I liked your concept, Abby, of just
trying, failing and then.
Continuing to to learn as you go. So this is my first crack at
this, but I think I'll get some good ideas from my client. So
I'll be showing them this and then they'll be able to tell me,
oh, this is cool, but I'd also like to see this or that. So
I'll continue to kind of customize it and then yeah, as I
I'll use it for marketing purposes, but then also look
with prospects and be able to look at this in a live setting
as as you were saying that Matt did.
And then I could ask them, what would you like to see in this?
And I know my competitors aren't sitting down with them and doing
that. So yeah, a little more background the insurance
companies they have.
Their own reports, but they're these standardized reports. So
they'll basically a consultant will take that insurer report,
slap their own logo on it and say, hey, here you go, client.
But the client can't play with that. Whereas I feel like, yeah,
this will really allow me to empower my clients to really
play with their data. Yeah, yeah, yeah. And I've heard I'm
thinking of another gentleman, can't remember his name, but he
works out of friends and he was saying that doing something like
this.
It has helped him retain existing customers, right,
because they loves be having visibility, more visibility into
how he's serving them, what's going on helps retain customers,
helps gain new customers, helps grow business with existing
customers because once they can see then you can gives you a
discussion point, then you can explain, hey, what about this,
can you do this, can you do that right. So it helps him grow
business with an existing customer and there was this last
point which which is a bit deeper, but he, he was saying he
was developing new, new product lines.
Right. Product lines and services. So, yeah, great,
great, great. Hey, thank you so much and this is so inspiring.