Welcome everyone. Welcome to our webinar, Bring Your Data to Life with Power BI. Thank you so much for joining us. I'm Susan Hope-Bart, and I'm the online training producer here at TechSoup, and I'm going to be your facilitator for this webinar. As we get ready for today's webinar, I wanted to remind you that the entire month of February is going to be dedicated to falling in love with your data. We're kicking off the month with this Power BI presentation, and throughout the month of February we're going to be hosting a series of webinars on data tools, data analytic tools, and other fun things including Silk and Tableau. I also want to thank you for taking the time to answer our registration questions to ensure that the presentation is relevant to the important work you do. Also know that your opinion is important to us, and it will help improve our training, so please complete our survey at the end of this webinar. I want to make sure everyone is comfortable with using our webinar platform. On the bottom left-hand column is a chat box. This chat box is for you to use. You can chat in questions at any time, or if you're having any problems viewing the slides or hearing the audio. During the presentation we will be queuing questions for answer at the end. If you lose your Internet connection, you can reconnect using the link in your registration or reminder email. Keeping in mind we do have the slide deck, and there's going to be a live demonstration of Power BI as well. If you're hearing an echo through your computer speakers or have any issues with audio, you can dial in using the toll-free line listed in your registration email. You are being recorded. You're going to be able to find this recording at TechSoup's webinar page in about a week. This is where we share all of our webinar recordings and announce upcoming webinars. You should check it out at www.techsoup.org slash community slash events dash webinars. You can also view recorded webinars and videos on our YouTube channel, www.youtube slash TechSoup video. Again, in a few days you will receive an email with a link to the recorded presentation as well as any resources we share with you today. If you're following along with Twitter you can tweet us at TechSoup or hashtag TSwebinars. Joining us today is Jen Underwood, a Microsoft Principal Program Manager of Business Intelligence and Analytics. She works with external groups, customers, channel partners, MVPs, BI professionals, and application developers to better connect the outside world to engineering. Throughout most of her more than 20-year career she has been researching, designing, and implementing data warehousing, business intelligence, and predictive analytics solutions. We welcome Jen from Microsoft. Also on the back end today we have Ali Bestikin and Kevin Lowe who are helping with our technology. We're going to talk a little bit about today's slides and today's objectives. The first thing we're going to do is explore Power BI's many easy-to-use functions for visual data exploration. We're going to demonstrate how to get rapid actionable insights from any data, identify how nonprofits and libraries can use Power BI, and answer your questions. The next thing I'm going to do is talk a little bit about TechSoup. TechSoup is headquartered here in San Francisco, California. And we want to know where you are. So take a minute, go into the chat box, and give us a shout out from where you are, the city and state you're coming from, or the country. While you do that I'm going to tell you a little bit more about TechSoup. We're a 501c3 nonprofit like many of you joining us today. We work to empower organizations around the world to help them get the latest tools, skills, and resources to help them achieve their mission. You can see from our map here we serve almost every country in the world. We have 62 partner NGOs around the world. The need is global, and we have a dedicated website for countries outside of the US at www.techsoup.global.com. This is where people outside of the states would access technology donations. Wow, it looks like we have folks from Tampa, Florida, New Jersey, someone from sunny Scottsdale, Arizona. Welcome! Wow, we have people from all over the country. Thank you so much for joining us today. We've helped organizations get more than $5.2 billion in technology products and grants to NGOs around the world. These technology products and grants come from more than 100 corporate and foundation partners like Microsoft who is joining us today. Before I turn this over to Jen, I would like to ask a question. We have one live poll. We want to know how much do you know about Power BI? You have a couple of choices here. You can just click on the screen. You have no Power BI knowledge. Are you a beginner? Intermediate? Do you know enough to be dangerous? Or are you a Ninja Power BI Master? So go ahead and I'll give you a few seconds. Oh, it looks like the majority of you don't have any Power BI knowledge which is consistent with some of our registration data as well. This is good. We're going to give you a good foundation when we talk about Power BI. It looks like beginners come in close. I'm going to close the poll in 5, 4, 3, 2, 1. Let's take a look at the results. Okay, so about 70% of you have no Power BI knowledge or some of you are beginners about 23%.  That's me as well. Okay, great. Now what I'm going to do is turn this over to Jen and she's going to be talking through her slides. All right, Jen. Thank you, Susan. Welcome everyone. I'm really excited to introduce a lot of the newcomers to Power BI as well as some of the folks that have already been playing around. If you are not familiar with Power BI, you can go to www.powerbi.com. And within 5 minutes you should be able to, if you put in your organizational email address, it's Jen Underwood at nonprofit.com, be able to get up and running. And that was the goal of our engineering team was to make it very, very quick. There is a Fourier Challenge and there's a premium account at $9 a month. It's about $120 a year. So we're talking about very reasonable and free, cool data tools for you. Let's go ahead and move to the next slide. The opportunity with data is much bigger than you may think it is. Essentially we have $1.6 trillion data dividend available to businesses and organizations that embrace data over the next four years. And for nonprofits, I've worked in predictive analytics. A lot of times you have to be very careful with your scarce resources of how to target the funding that you get, the mailings that you get, the donors that you may target with predictive analytics. And certainly you can take it much, much further and do a lot more with Power BI than you have before without necessarily meeting a data scientist on your staff. And those are the types of things that our team is working on when we talk about diverse data, new analytics, and more people. What you'll see is us automating and making things like predictive analytics accessible to anybody and everybody, including yourself. Let's go to the next slide. So what is Power BI? Essentially we have its dashboards. So having that pulse of your organization, you have the staffing data, you have your investment data, the funding data, all in one quick view. You can track your dashboards with a basic 360 view of the entire organization. You can also track data in real time. So if you're dealing with emergency situations and you need to get very quick real-time data in reports of what's happening on the spot, we do support real-time dashboards and analytics. You can drill through to underline reports. And when we have a demo today we'll show you that interactive reporting fully contextual. And you can also pin visualizations and KPIs from reports. Another thing that Power BI allows you to do, we'll chat about this in a moment, is allowing you to just pin your Excel dashboards and your Excel reporting. Let's go to the next slide. Microsoft is a leader in business intelligence and has been for a very long time. Essentially this is the latest Forrester wave that comes out for agile business intelligence platforms. And we scored quite high in that specific area. So if you're not familiar with Microsoft and BI we are certainly one of the recognized leaders. Let's go to the next slide. More recently, folks are familiar with PC Magazine. You always get those reviews like consumer reports per se of all the different it sounds like you're going to be reviewing a few other tools on this mix in this next month. And the data-loving month, what a cool month. Essentially PC Magazine did an article right at the new year. So by David Strom on December 31st, and Power BI rocked the self-service BI reviews. The other nice thing that is in this particular unbiased rating per se, I am biased obviously on the product team. But this unbiased review provides something that might be relevant to you as well as resources and what they used to get up to speed with Power BI. Let's go to the next slide. So how are folks literally using Power BI today? I think this particular case study when I think about Metro Bay is a fantastic example of how easy it is to get up and running. These are solutions historically. I've been in this space of BI and data warehousing. We call it the decision support back in the late 80s, early 90s. They were up and running in a week having a full enterprise-wide able to share their knowledge and insights with everyone in the organization super quickly. And that's one of the things when you think about these tools is how quick can you get up and running and how quick can you get functional with them? There's just something you have to call a technical person in to help you. You shouldn't necessarily have to do that. You should be able to have a very robust solution and know you just, the easy button and go in five minutes when you sign up for Power BI at your fingertips. That's one of the core benefits of running what we call software as a solution Power BI in the cloud. Next slide. For MediaCom, that's another great example of when I think about nonprofits in general. So MediaCom, what they do is they look at campaigns and think about if you're a nonprofit how often you have to target for donors. I certainly the Humane Society has found me. I'm an animal lover. So I know that they're targeting me at certain times of the year with certain pictures of dogs and cats in distress is essentially. And what MediaCom is doing with their campaigns is finding folks like me with soft spots in their hearts for certain causes and helping target their campaign analytics. So the performance of who are their donors? How much have they donated? What is their likelihood to donate again? So you're really targeting your use of electronic versus maybe a mailing, that's a physical mailing that comes to the house. And let's go to the next slide. So Power BI in general, it is newer. So I was not surprised at all to see that there were folks not familiar with it. It is one of our newer applications. We had a V1 that we launched a couple years ago and we just came to market with V2 this past summer, so July of 2015. And already we've seen immense exponential levels of growth quite frankly. So right now we have over $90,000. I think it's $100,000 organizations worldwide in 185 countries. So if you are an international nonprofit that needs to have your business intelligence in the native languages that your individual units operate in, we do support Power BI in many, many languages across 185 countries today. It's not more than that today. When it comes to some of the data sources that we're supporting, things like maybe you were using QuickBooks. I know when I had a little business I loved my QuickBooks. We support Salesforce, Marketo, many other software as a service, Sugar CRM. You're using some of the CRMs from a premium perspective. We've got some other open-source ones out there. Google Analytics, that's another one of my favorite data sources. So the variety of data sources is quite broad as well as some of the on-premise data. So when we talk about on-premises data we're talking about things like SQL Server, maybe you have an access database or Excel is by far the most popular data source or you may have a CSV file on that type of thing. Okay, let's go with the next one. We as a product team designed Power BI. We wanted to provide a solution that allowed folks to get started really, really quickly. And often things like Google Analytics, you're really building the same types of analytics for most shops. You'll want to see how many visitors went to your site, what's the quick view rate, who's abandoning the site quickly, what are the poor performing pages. I have a blog, genandrewit.com, and I check with Google Analytics. I'm looking at what is the most popular posts in my blog, so folks have what are the topics that they're interested in. And then overall what we provide is a pre-built solution that all you have to do is connect and get data.  And it does allow you to customize those. So if you want to just have an instant Google Analytics dashboard, maybe you want to combine that with say an Excel file then to see are my campaigns, I'm spending this money on these click-through ads or these pop-up ads or these little ads on science, are they really working and are people really landing on my landing page? You can easily mash up those two data sources together. And in Google Analytics when you really should be able to get started with that within five minutes, and certainly you could just upload your Excel file and have a mash-up dashboard of the complete solution. And you'll see there's many other ones on there. We've worked with Salesforce, with cookbooks, with Marketo and all these Adobe Analytics, et cetera. And worked with them to come up with a model that makes the most sense with their data. So again, you're getting a full cradle to grave solution that you're just simply populating with your own data like a login. So it should be really, really easy to get up and running and then you can start having fun customizing it. Let's go to the next slide. From a Dashboards perspective, we have it's called Free Power BI Desktop. And some of the other tools that you may be looking at may charge up to $3,000 or $2,000 a person for their desktop solution. This is an interesting decision by Satya Nadella essentially to provide an enterprise-capable reporting solution that's not stripped down. It has the full enterprise capability for free. And it's really an interesting and compelling solution and it gets better. We have monthly updates of this. What it allows you to do is literally visually drag and drop data from a data source and combine data and clean data in data sources. So that's another thing usually when you're working with data, it's dirty. So we provide preparation tools as well all cooked into one free desktop project that comes with 32-bit and 64-bit. We allow you to import in what we call custom visuals and hopefully we'll be able to show that today. And essentially that allows you if there's not a visualization that you have in the box, we have a whole gallery of them that you can even map, say if you had to map out a location, maybe it's a school or you have traffic that you're wanting to, maybe it's an event that you're having and you want to map out, heat map out the traffic patterns at that event. You can do lots of interesting things with custom visuals. And the last point on here is our integration. So if I do have any power users that are playing around with our and our libraries and things like GGPOT that might be a little too technical for this audience. But if you are, we certainly support that capability as well to the next slide. So this next slide I'm just giving you a taste for some of the visualization types that we have. We allow you to do things like Advanced Time Slicers, Cord Diagrams, Network Diagrams, Santees, the Word Clouds. And we add to this, we have an external community, it's communitypowerbi.com that contributes to these libraries. Usually we try to get one out a week and sometimes there's more than that. Right now we have a contest going on so I'm expecting to get a few more than we normally would this particular month. But we're always adding to it and you can see you can get really, really creative. We have one in there and it may not stick out to you in this particular program. It's called Enlightened Aquarium. We literally have a data visualization that the fish swim faster and the aquarium has animations in there, the weeds will grow as long as you're selling. If you're not selling, the fish don't do so good and they start to float at the top. It's a very, very creative way and a fun way to think about data differently when we talk about experience your data and talking about your data in different ways. That's one of the super creative ways somebody in the community was communicating and motivating folks with data with keeping the fish alive. And we'll move on to the next one. Last but not least, and especially if you're working with groups maybe that are, they can be anywhere so you'll see a red cross or you're one of those types of groups where you're out and about. Maybe again in society that targets me. You're out and saving animals or saving people. You need to have that information at your fingertips on the spot and it would really help to know, okay well I'm at this location and maybe I need to have five more water bottles. Do we have that in our inventory right now at the tent or do I need to order more? We have all of the Power BI dashboards and reports are mobile friendly. And they're mobile friendly across all the different device types. I shouldn't say all the devices but from Windows devices, the phones and tablets as well as iOS phones and tablets and Android phones and tablets. If you have something else I know someone wants to show me it was an adult phone. I thought that was really interesting. It was something from another country. As long as the browser supports HTML5 you should be able to access and leverage your data, your Power BI data and your reporting inside the mobile app. One super cool thing with the Power BI mobile apps is we have alerting and that is something that not all the tools have in the market. So if you need to for instance know when the water is getting low, maybe your inventory is beyond two cases at a particular site, you can get an automated alert on your phone so you know that only you are reporting but it's actionable. You can do something about it again in the field anytime and where. And on the next slide I have a picture of what the mobile apps look like. And again the mobile apps are free so if you go into your Google Play app store, in my case I have an iPhone so I go to the iPhone store. If you go into those device stores you can even just play around with these apps right now and not even necessarily you can play with the samples that we have in there to get a feeling for the capabilities and what you can do with these things. But we do have the ability again to have users find alerting that is very, very popular as well as being able to annotate and maybe put a circle, draw a circle on your phone and then send it to somebody as an email to again take action with the data that you are seeing to be a bit more proactive and not necessarily wait until you have to get into the office. So this is probably all well and good but you want to see it. So there is nothing better than seeing and experiencing Power BI because that makes all the difference. Again you can play around yourself at PowerBI.com but we will have Jeff hopefully here give a demo so you can see these awesome capabilities. Thank you Jen. Yes, we are most fortunate today. We have two presenters. Jeff Lumpkin is also going to be joining us and sharing his desktop momentarily so he can demo these amazing features. Hello, can you hear me? Yes, thank you. Okay, would you provide me with some guidance on how to share my desktop please? Absolutely, top navigation. It should be your second or third link. It's a share. And click on share and we will be able to see your desktop. While Jeff is sharing his desktop, Jen we did get a couple of questions come in. This might be a good time as he is gearing up his desktop. It looks like it is coming up. Jeff, it does look like it is coming up now. Okay, very good. So Jen had referenced a number of ways in which we are able to share the information contained in our Power BI files. What you are seeing now is Power BI desktop. I have a similar view that is on the Power BI service. So in fact this is a web browser. And I have created a quick dashboard for my users to understand this file. What we are looking at here is mapping of different regions in the state of Washington. This is the upper left. If we move one slide to the right we can see individual store locations. And dropping down we see two views of sales. So one is regions within Washington state such as Metro, Cuget Sound, Islands, and then a second is sales by month, August, September, and October. It's quite easy for me to drill down further right from the service and click into the more detailed file still on the service and actually interact with this in a live way. Sometimes it does take a while to load. So let me bring you into the sheet. So here we are. This is a breakdown of the way this business functions starting at the top with sales and then transactions per month times the revenue per transaction. And then a further breakdown, transactions per month is the product of stores times transactions per store. And revenue per transaction is the product of units per transaction times revenue per unit. I can use this interactively so if I want to check on what's happening in the Metro region I will click Metro and we'll see every feature here adjust to show just data related to the Metro data. I can also look at this data from a number of different perspectives over time. So here we see the time adjusted views from a number of different ways. So the green graph has sales by day to the right. The upper right is quantity by month. Then on the lower section we have quantity by day, quantity by hour during the day, and then quantity by day of the week broken out by region. Let me show you one of my favorite capabilities which is the drill down capability. So if you look closely at the transactions by day in the green columns you'll see that one particular column stands out far above the others. This took place on August 11. If I wish to drill down further and understand what happened on that day I will come to the graph on the upper right and expand it so it takes up the full screen and then enable drill down. So I'll click through August and get to the week of August 15. Click again and see the days contained within that fiscal week. Click one more time. And now I'm able to identify the county in which that large sale took place. Click a second time I see the city in which it took place. Further it takes me down to the very address. So what I've been able to do in just a few clicks is get down to one out of one million rows that are contained in this data set to identify the data anomaly. Jen, is there anything else I can show for you today? Jen, we have about a half an hour left and I budgeted about 20 minutes for demos for showing Power BI.com maybe, one of the content packs, and that experience would be awesome. Okay, I'm happy to do that. So we have designed Power BI.com as a way to be able to share data quite easily. So I want to show you one of the ways which we obtain data. This is clicking Get Data and then I will go to Content Pack Library. So I have a number of options in terms of being able to obtain data. One is coming into Content Pack Library, My Organization. And then this will contain data sets that have been posted by Microsoft employees for use by other Microsoft employees. So you can see here the very wide variety of data sets that we can make use of. And these have both internal business functions as well as external functions. One of my favorites is this Seattle 520 bridge simulation. So this looks at traffic coming across the bridge. One of the great challenges for Microsoft employees who live in Seattle is crossing the 520 bridge to work every day. I can show you this live. And what this is doing is bringing in a stream of data as traffic is crossing the bridge. So there are sensors on this bridge which look at the traffic volume and traffic speeds. And this updates itself about every 30 seconds. So you can see it just updated right there. This is an interesting application for people wishing to commute. But the other real-world use cases are quite interesting. So this is used by people on factory floors to understand production flow through a line. It's also used to study say tanks filling up with various liquids such as oil or water, etc. So this allows you to monitor in real-time what is happening with your operation. Any questions here? Okay. Thank you, Jeff. That's amazing. I can see how this could relate to a lot of nonprofits, nonprofits like libraries who would want to look at their circulation over time or they'd want to look at their web pages and how many are visited, how frequently. It's a beautiful dashboard. Absolutely. It's quite well designed and it's meant for personalized use. It's so easy to make a dashboard. Perhaps I can show you an example of how that's done. Let me take you to a report that I have. Okay. So this is a report that I use to monitor the consulting sales business at Microsoft. And I have here a number of different visualizations which I've created. So I can highlight one of those visualizations and see this pin button here. And when I click this, I will get an option of creating a new dashboard or using an existing dashboard. So I will have a new dashboard and I will call this Thursday Example. And here click Pin. And then pin. And now there is a notification in the upper right that has been pinned to my dashboard. If I come up here in the dashboard section, we will look for Thursday dashboard and here we see it with an asterisk to indicate this is a new dashboard. And it's right there. So one of the other great features about Power BI as a service is that we can use Azure to ask questions directly of the data. So I will type in Newark sold VTB in Canada. And it will give us this number. And we can see strong performance from Canada. If I like this, I can pin this question and answer into my Thursday Example dashboard and pin, come back to the dashboard, and then change the title to show that it is from Canada, right there, right, Newark sold VTB in Canada, and then click Apply. And it will show us there. Now, I use this a lot when I'm wanting to communicate with people who may not be terribly familiar with the data, but want to explore it. So when I click this tile, the Newark sold VTB in Canada, it brings us back to the question as it was written. So then a user can take out Canada and type in LATAM, which is the area name that we have for Latin America. And once this renders, then I can similarly pin this to the dashboard and put up all the most important visualizations that I have. So I'll just give you a brief glance of the real dashboard that I use to track this very same data set. And this is one that I update on a daily basis and share with my business partners. The data set appears to be loading quite slowly. Here's another one based on the same data set. So I can update this on a daily basis, share it out to business partners, and alert them when there is something that we need to focus on. So for instance, over here I have a button which is Qualified Coverage. This is indicating red, meaning that we need to look at coverage for our consulting services. Let me finally come back to the service and show how this can be published. So in Power BI, the desktop version, we have three different modes. The first mode is a visualization mode where I visualize data. The second mode is a data model mode. So what we're showing here are different data tables, and I've joined them together to create a cube. And this cube means that I can bring in very different data sources and then use those data sources to drive analytics that weren't possible before, meaning I can look at weather information, combine that with population growth, with education information and health information, put those all together in a single mashup, and then present a unified analytical tool which allows me to make decisions or gather insights which weren't possible when I was looking at those data sources separately. I then take them, add them into a table, and then very quickly produce visualizations. So to create a new visualization, I'll have a new page. Over on the far side are my different tables. So I will take month and bring in month. So we see August, September, October, and then look at my data field and choose Revenue for Transaction and drag that in. So now I have these three different tables, and then I can just, over here, choose the different types of visualizations that I want. So for instance, here I have a bar chart. I can change that very quickly to what we call a tree map. And then if I like that, I'll just pin it up here and then add data labels, and then choose to make another visualization. So let's perhaps build out a map view. So let me look at, I will take Stores and look at City, and then add sales data to that. And then I can color those by, for instance, County. So now we are able to look at store sales colored by County and see that our distribution is concentrated very heavily in this metro area, Seattle, Edmund, and Olympia with fewer stores as we move out into more rural areas of the state. I can then take this and resize it, and again move it over here. So building these visuals is up. Building these tables up is quite easy. Then I publish, so there's a publish button up on the ribbon. I will click that, and this will bring us straight into the service. So what it's doing now is publishing this from my desktop into the service. And once that's done, then I can come to the service and find this in my report section. Having done that, I then create a dashboard in a matter of minutes, and then share that out with business partners. Any questions based on what I've shown right now? You make it seem so easy, Jeff. I know a couple of our learners on today are curious about how they take an Excel table and import that into this service. Okay, I'm happy to do that. Let me show you how I would do that. One of the most powerful features of Power BI Desktop is the ease with which we can bring data sources into the tool. And let me show you up on top. So you see Get Data. I will click that open, and it starts out with the most common ways of getting data. So the first is Excel. Second is SQL Server Analysis Services from the web. This is showing the different Azure services from which we can get data. We'll go down and see Facebook, Google Analytics, Salesforce, SAP, HANA, etc. So there are dozens of data sources that we've written APIs for to facilitate getting data. I'm going to get data from an Excel file, so I'm going to connect and come to – we'll come to my hard drive and come here and identify this table as the table I want. And then I'll click, and it will establish a link to that Excel file, and I'll click JCI. And then it will let me look at all these columns. I can load those, and they will come right into Excel. So this is quite a big file. It's 87 megabytes in size, so it will take a couple of minutes to load. But once that's done, I can immediately start to create visualizations from it, or I can work in the back end to create a more complex data model, which gives me more flexibility. So now let's look and see this table here. So there's the table. And in fact, let me get some more connecting tables to help us with that. So DIM stands for Dimension Table. So I will pull this in and identify Market, Brand, Fiscal Year, Month, Org, Product, and load those tables. And already it will identify connections for me very quickly here. So it's already created these connections live. I don't have to do anything else. So let's just take the example of Month connected to the data table JCI. It's connecting Period with the field Period. Then in my Visualization section I can come to Month, pull in Fiscal Month, and then come to my data table and pull in the previous year's sales amount. And then I only have three months of data here for this. So what I can do then is filter out the other months and still they don't show up. So I will just say December, November, and October. And now I just have those three months. And again, I'm creating visualizations just immediately. Another really powerful tool that we have is the ability to shape data before it even gets loaded. So let me show you another bit more complex way of getting data. So I'll come to SQL Analysis Services, click that, and then type in the name of the analysis service. And what this will do is access this library of services. And then I'm going to very quickly build a data set. So I will select Scenario which will be actual, budget, and prior years. Item, geography. So I will bring Area, Area Group, and Region. Fiscal Period will be Fiscal Month Alt Name. And then Measures are actual data numbers. So let me come and select Consulting New Works Sold, and Consulting New Works Sold Public Sector. Now I'm going to edit this live, and this has really changed the way that I work. So for example, in Scenario there are many different options. I only want to bring in a few of them. So I will select Actual, Budget, Forecast, and Prior, which means the past year. And very quickly it has identified what I've wanted and eliminated the others. I have Consulting New Works Sold, which is our consulting sales, and then I have New Works Sold Public Sector. Now one of the things I'm missing is commercial. So Public Sector is the other half of commercial. What I want to do is I'm going to add a custom column, and it will be New Works Sold Commercial. Then I will insert Consulting New Works Sold, subtract Consulting New Works Sold Public Sector, and add it in. And so now this has created a column for me. I will remove. You can see here that there are some values in the cells called No. So I'm going to do something called Replace Values. In all three columns I will replace these values. And where it says No, I will replace it with Zero. So now watch, the No's have turned to Zero. And then this I think is one of the most powerful functions we have here is I will unpivot the columns. So now I have three columns of data, Consulting New Works Sold, Consulting New Works Sold Public Sector, and Commercial. I will highlight those three columns, and then I will unpivot the columns. And what happens is I've created now a single column of data with this new column called Attributes. So I've changed the name of Attributes to, not Type O, Type. And then I will ensure that all of the values in here are numbers. So I will change Type to Decimal Number. And so you can see on the right side all these steps that I've done to transform this data. Having done that, I will come back, close, and apply. And now it's bringing this brand new data set right into my data model right here. And it's called EMR. And this is incredibly powerful in terms of being able to bring data in quickly, transform it, and make it usable, and start applying it right away to your analytics. Another fun? Jeff, that was an amazing demonstration of how easy it is to use this tool. And I have a quick question for you. A lot of our folks that are importing files to use in this analytics tool, is there like a maximum file size? You brought in a file that was very, very large, but some folks are just wondering if their file is too large, what they would need to do to import it. I've not encountered an upper limit, but if you're talking, say, 500 meg file, then you may well encounter issues. And to be honest, I'm an actual user, not a business user, so I can't speak to that in a very eloquent manner. Perhaps Jen can. Can you repeat the question? Yeah, it was, what's the maximum file size that can be imported into Power BI? Ooh, it depends. Because there's compression algorithms. And usually if you have strings in your data that are very, very long, if you have product descriptions or long text descriptions, it will be less than if you bring in, say, a bunch of numbers because of the compression algorithms and the repeating. So you can usually get a couple hundred million in there and then it just depends on how many strings you have. Thanks very much, Jen. I'd like to show you one other example. And this example I think may well be particularly useful for the people on this call. And this is getting data from the web. So I demonstrate quite a bit to people who are not from the United States, and when they come they could be nervous about perceptions of the U.S. being dangerous. So this is a table which shows United States crime rates by city. It's on Wikipedia. I'll come up to the URL, copy the URL, and then come into Power BI Desktop, and I'll just open up a new file in Power BI Desktop. And then I'll be able to go out to Wikipedia. Here we see Get Data. So I'll come down to Other Sources. And here's a web icon. So I'll click the web icon, Connect, and then enter that URL. And from Power BI Desktop it will go out, find the web, and then locate tables that are on this web site. And we can see here New Mexico, Albuquerque, population is 558,000. Let's just confirm that's the same. So we'll come back to Wikipedia. And here is Albuquerque, 558,000. So then I want to edit this because I see even in this preview I see issues with the data. So the first is that the top row is replicating itself. The second is that these numbers are aligned on the left side of the cell, not on the right side of the cell. And that means in fact that they're text right now, they're not numeric. So I'll click Edit. And the first thing I'll do is just filter out this state. And so now we're not replicating it anymore. Then highlight all the numeric columns and change type. So you can see that they're text right now. There's the check by text. But I'll change those to decimal number. And then I can add custom columns again to look at things on a per capita basis as opposed to a whole number basis. So we'll look at Assault Rate. And I will enter Assault, divide this by Population, hit OK, and then close and bring this table live into Power BI. As you're bringing that into the Power BI site and showing everyone the visualization, I just did want to let everyone know we are closing in on the stand of the hour. And we do have a couple of questions. I know that our learners were anticipating a little Q&A session, so I wanted to give them that opportunity as you show this on the screen. Okay, I can certainly end it at any time. So maybe I should go to questions. You know, it sounds like we need to do a second level for folks to really get to learn even more functionalities of this program. That was amazing. Thank you so much for showing the drag and drop and the ease with which people can use this program. We have a couple of questions, and Jen and Jeff, if you could help us answer these. One of them is about Mac. Is Mac supported by this program? Or are there any plans to add that platform? So I get that question often. Essentially you can use the browser on any platform to author the reports themselves and the dashboards themselves. It's the data modeling piece that you would need to use something like parallels, the virtualization software on your Mac. Great, thank you. Some folks are wondering if it works with the desktop version of QuickBooks or DonorPerfect. Ooh, great question. So I played around with the ODBC connector that comes with QuickBooks. So yeah, you answer what we can. And what I'm showing right here now is the Get Data functionality. And you can see that in fact we are running a beta version of a QuickBooks connector. So my estimate is that within the next quarter we will have this as a fully production version of a QuickBooks connector. Thank you. A couple of our learners are curious about the security of the data. So could you talk a little bit about sharing and how the data within these profiles is protected? So we do have, and I would recommend reading, if you go to polrvi.com support the docs, we have an entire white paper on security in general, Microsoft takes it very, very seriously. That's why we don't allow per say a Gmail address or a Yahoo address. It really needs to be an organization, a true domain per say that's accessing the data. We have down to role-based security. So depending upon how you're rolling this out in your organization you might use what's called an enterprise gateway that you then sync with your user lists and you define who can have access to the data, who cannot. And the reports themselves, even when you log in, so if Jen logged in she wouldn't get to see everybody's say utilization or everybody's sales. I'd only see my own sales, but my manager could see everybody's sales just by logging in because it's using what's called role-based security on the data. The details on sharing and the technology underneath that we're protecting the data, etc., how it moves to the cloud through the average Azure service bus in the background. It doesn't require any ports to be opened, but I highly recommend that white paper is security because it is a very deep topic, a detailed topic, and I don't want to gloss over it. In here just know that we have an entire white paper on it and we take it very, very seriously. This is not HIPAA compliant today, so if you do have sensitive medical information do not put it on there. But all that is covered in the white paper. Thank you. And we'll be able to address that in our Q&A document that we'll be able to send out with a link to this presentation. I appreciate that answer. One other quick question. We talked a lot about importing data into Power BI. Some folks out there, they're wondering now I have all this great visualization. How am I going to take it and let's say put it into a PowerPoint? And I had, and it was two slides down, I had experiencing your data with some other things in here and also collaborating and sharing and telling stories with your data. And there's a couple of really cool ways you can do that. We have a partner add-in called Dev Soap so it's similar to like an Excel add-in. We have an add-in that allows you to log in and share this in PowerPoint. We're also very soon going to be integrating with Sway which allows you to tell data stories online for free. If you haven't looked at Sway.com, it is so cool. It's like PowerPoint on steroids but on the web. Great. Thank you. This hour has gone by so quickly. Jeff and Jen, thank you so much for collaborating together to get both the demo and the PowerPoint slides. I did want to ask our participants right now before we sign off. We want to know one thing that you learned today and I know you learned a lot about Power BI or one thing that you're going to share with a colleague. So take a moment and chat in the chat box one thing that you're going to, that you learned or that you're going to share. And as you're doing that, I'm also going to talk to you about our upcoming webinars and events for the month of February. Again, it's Fall in Love with Your Data. The next presentation we have is next week, Five Tips to Bring Your Organization's Story to Life Using Silk. We also have another presentation on Getting Started with Digitization for Libraries. Throughout February, we're also going to have Power Points, I mean presentations on Tableau and QuickBooks. So we hope you have the opportunity to join us for those. We have recorded this presentation and we will be producing it for everyone to watch after the event along with some Q&A. I do want to thank our folks from Microsoft. They're an amazing partner of ours and we commend them for their partnership and commitment to us to help nonprofits and libraries. So Jen and Jeff, thank you so much for coming today. We really appreciate it. Thank you so much. And Jeff, thanks so much for jumping in there. Much appreciated. Yep, you're welcome. I enjoyed it. Great. And on the back end here, I'd like to thank Kevin Lowe and Ali Bestikian for helping us out. All of you on the call today and on the webinar, thank you so much. Thank you for staying a few minutes after the end. And don't forget to complete the survey. And a special thanks to our ReadyTalk sponsor. Goodbye everyone. Have a wonderful rest of your week.


We were supposed to be doing it in person in Belgium, but because of this crisis, we are doing it remotely. Today, we have with us once again, Arpit Joshipura, Journal Manager of Networking, IoT and Edge at the Linux Foundation. Arpit, it's good to see you again. Well, thank you for having me virtually here and excited to be joining you. Right. As we're talking the Open Networking Summit is going on, so I want to hear from you. What are some of the key highlights of this event, some big announcement that you can talk about? From a Linux Foundation perspective, first of all, this event is global. Event has 80 plus sessions, it took attendees from over 75 countries, and a lot of buzz and excitement around the event itself, with a lot of sessions that were end user driven, operator driven as well as from our vendors and partners. If you take LF Networking and LF Edge as two umbrellas that are leading the Networking and Edge implementations here, we had a very significant announcements. I would probably group them into five main things. Number one, we released a white paper at the Linux Foundation level where we had a bunch of vertical industries transformed using open source. These are 100 plus years old industry like Telecom, obviously, but automotive, finance, energy, healthcare, etc. That's one big announcement where vertical industries have taken advantage of open source. The second announcement was easy enough, Google Cloud joins Linux Foundation Networking as platinum. That announcement comes on the basis of the Telecom market and the Cloud market converging together and building on each other. The third major announcement was a project under LF Networking where, if you remember two years ago, a project collaborated with GSMA was started called CNTT, which really defined and narrowed the scope of interoperability and compliance. We have OPNFE under LFN and what we announced at Open Networking and Edge Summit is the two projects are going to come together. This will be fantastic to a global community of operators who are simplifying the deployment and interoperability of implementation of NFVI, MANO, VNF, and CNFs. The next announcement was around a research study that we released on open source code that was created by Linux Foundation Networking. Using LF analytics and the Kokomo model for estimation, we're talking $7.2 billion worth of IP investment. This is the power of shared technology. Finally, today we released a survey on Edge community asking them, why are you contributing to open source? The answer was fascinating. It was all around innovation, speed to deployment, market creation. Yes, cost was important, but not initially. Those were the five big highlights of the show from an LFN and LFH perspective. There are two things that I'm interested in. One is the consolidation that you talk about on the second survey. The fact is that everybody is using open source, there is no doubt about it. But the problem that is happening is since everybody is using it, there seems to be some gap between the awareness about how to be a good open source citizen as well. What have you seen in the telco space? What we have seen in telco, first of all, is five years ago, they were all using black box and proprietary technologies. Then we launched a project called Open Daylight. Of course, Open Daylight announced its 13th release aluminum today, but that's on your six year anniversary. But from being a proprietary to today in one of the more active projects called ONAM, the telcos are the four of the top 10 contributors of an open source.  That's a paradigm shift in terms of not only consuming it, but also contributing towards it. Since you mentioned ONAM, if I'm not wrong, I think AT&T released its own work as ECOMP and then the projects within the foundation were immersed to create ONAM and then you mentioned CNTD. What I want to understand from you, how many projects are there that you see within the foundation because the problem is that with the next foundation and all those other foundation, is there is open source work? It's a very good place for those projects to come in. It obvious that there will be some project that will overlap. You're not saying no because so what is the situation right now? Where do you see still there is some overlap happening at the same time there is still gap that you need to fill? So that's a question of the philosophies of a foundation. I'll start off with the most loose situation which is GitHub. Millions and millions of projects on GitHub. Any PhD student can throw a code on GitHub and say that's open source and at the end of the day, if there's no community around it, that project is dead. That's the most extreme scenario. Then there are foundations like CNCF who have a process of accepting projects that could have competing solutions and then may the both best project win. From an LF networking and LF edge perspective, the process is a little bit more restrictive where there is a formal project life cycle document and a process available on the Viki that looks at the complementary nature of the project that looks at the ecosystem that looks at how it will enable and foster innovation. And then based on that, the governing board and the neutral governance that we have set up under the Linux Foundation, they would approve it. So overall, it depends on the philosophy for LF and an LF edge. We have eight projects each in the umbrella and most of these projects are quite complimentary when it comes to solving different use cases in different parts of the network. Now, I want to talk about 5G a bit. I did not hear any announcements. But can you talk a bit of what is the work going on to help further deployment of 5G technologies? Yeah, so I'm happy and sad to say that 5G is old news. Right? The reality is all of the infrastructure work on 5G already was released earlier this year. So ONAP's Frankfurt release, for example, has a blueprint on 5G slicing, right? All the work has been done. Lots of blueprint in a crano using 5G and MEC. So that work is done. The cities are getting lit up by the carriers. So you see announcements from global carriers on 5G deployments. I think the two missing pieces of work remaining for 5G. One is obviously the ORAN support, right? So the ORAN software community, which we host at the Linux Foundation, also is coming out with a second release and all the support for 5G is in there. And the second part of 5G is really the compliance and verification testing. So a lot of work is going into CNTT and OPNFV. Remember that merge project we talked about where 5G in context of not just OpenStack but also Kubernetes. So the cloud-native aspects of 5G are all being worked on this year. And I think we'll see a lot more cloud-native 5G deployments next year, primarily because as projects like ONAP co-cloud-native integrates with projects like ONAP and Anthos or Azure Stack and things like that. What are some of the biggest challenges that the telco industry is facing? I mean, technically no standardization and all those things were there, but foundations have solved the problem. But where you see some rough edges that are still there that you're trying to resolve for them? Yeah, I think the recent pandemic caused a significant change in the telcos thinking. And fortunately, because they had already started on a virtualization and an open-source route, you heard from Andre and you heard from Deutsche Telecom and you heard from Equinix. All of the operators were able to handle the change in the network traffic, change in the network traffic direction, SLAs, workloads, et cetera, all because of the softwareization, as we call it, on the network. So given the pandemic, I think the first challenge for them was can the network hold up? And the answer is yes. All the work from home and all these video recordings we are doing all with the web. That was number one. Number two is it's good to hold up the network, but did I end up spending millions and millions of dollars for operational expenditures? And the answer to that is no, especially for the telcos who have embraced an open-source ecosystem and an automation way. So people who have deployed projects like SDN or ODAP or automation and orchestration or closed-loop controls, they automatically configure and reconfigure based on workloads and services and traffic. And that does not require manual labor. So tremendous amount of cost was saved from an OPEX perspective. Those two otherwise for operators who are still in the old mindset have significantly increased their OPEX and what that has caused is a real strain on their budget sheets. So those were the two big things that we felt were challenges but have been solved. Going forward, now it's just a quick rollout build out of 5G, expanding 5G to Edge and then partnering with the cloud, public cloud providers, at least here in the US to bring the cloud-native solutions to market. Now, Arpit, if I'm not wrong, LF Edge is, I think, going to celebrate its second anniversary, I think, soon in January. So if I ask you, what do you feel the project has achieved so far? What are its accomplishments and what are some challenges that the project still has to tackle? I think let me start off by the most important accomplishment as a community, right? And that is terminology. So we have a project called State of the Edge and we just issued a white paper which outlines terminology and terms and definitions of what Edge is because historically people use terms like thin edge and thick edge and cloud edge and far edge and near edge and blah, blah, blah. They're all relative terms. It's an edge in relation to who I am. Instead of that, the paper now defines absolute terms and if I give you a quick example, there are really two kinds of edges. There's a device edge and then there is a service provider edge. A device edge is really controlled by the end user, I should say. And then a service provider edge is really shared as a service and the last mile typically separates them. Now, if you double click on each of these categories, then you have several incarnations of an edge. You can have an extremely constrained edge, microcontrollers, et cetera, mostly manufacturing, IIoT type. You could have a smart device edge which like gateways, et cetera, or you could have on-prem server type device edge. But either way, an end user controls that edge versus the other edge, whether it's on the radio base stations or in the smart central office, the operator controls it. So that's kind of the first accomplishment, right? Standardizing on terminology. The second big edge accomplishment is around, I would highlight two projects, Acreno and Edgex Foundry. These are stage three mature projects. They have come out with significant, like Acreno, for example, has come out with 20 plus blueprints. These are blueprints that actually can be deployed today, right? Examples, and again, just a refresher, blueprint is a declarative configuration that has everything from end to end to solve a particular use case. So things like connected classrooms, AR, VR, connected cars, right? Network cloud, et cetera. Smart factories, smart cities, et cetera. So all these are available today. And then Edgex is the IoT framework for an industrial setup, and that's kind of the most downloaded. So those two projects, along with Fledge, Eve, Beetle, Home Edge, Open Horizon, Security Vice Onboarding, you know, NSOTE, right? Very, very strong growth over 200% growth in terms of contributions, huge growth in membership, huge growth in new projects, and the community overall. So we're seeing that Edgex is really picking up right. And remember I told you, Edgex is four times the size of cloud. So, you know, everybody's in it. Now, the second part of the question was also some of the challenges that are still there. You talked about accomplishment. What are the problems that you see that you still think that the project has to solve? For the industry and the community? So the fundamental challenge that remains is we're still working as a community in different markets. And I think the vendor ecosystem is trying to figure out who is the customer and who is the provider, right? Because think of it this way. Like a carrier, for example, like an AT&T, could be a provider to a manufacturing factory who actually could consume something from a provider and then ship it to an end user, right? So there's like a value shift, if you may, in the business world on who gets the cut, if you may. That's still a challenge people are trying to figure out. I think people who are going to be quick to define, solve, and implement solutions using open technology will probably turn out to be winners. People who will just do analysis paralysis will be left behind like any other industry. So I think that is kind of fundamentally number one. And number two, I think the speed at which we want to solve things, the pandemic has just accelerated the need for agent 5G. And I think people are just eager to get gaming with low latency, get manufacturing predictive maintenance with low latency, home surveillance with low latency, connected cars, autonomous driving, all the classroom use cases. These are like today, they should have been done next year, but because of the pandemic, it just got accelerated. Arpit, thank you so much for taking your time out today and talking about not only the event, but also the work that is going on in this space and also LFH plus also defining cloud. I wish, as I said, we could have done it in person, but we have to do with what our cards were handed to us. So once again, thank you for talking to me today virtually. Thank you very much and glad we could connect.


Thank you Megan appreciate it. Hi everybody. Oh, thank you. That's so kind Who's having a great word camp this weekend? I am Thanks for having me. Thanks for coming to this session Making security makes sense to users and clients So I'd like to start just by getting to know you a little bit. How many of you are actively building sites for clients? Okay, most of you good How many of you are managing those sites in an ongoing basis via a maintenance plan or program? Okay, cool. So this talk is for you My intention is to provide some useful tips for you for growing your freelance or agency business and providing extra value to your clients so a Little bit about who I am. My name is Adam Warner. I'm the open source community manager for site lock I co-founded a plug-in business named foo plugins and I'm passionate about website security I'm going to tell you exactly why I am in just a few minutes. I'm a fan of fractals proud dad these other things I can be found on Twitter at WP modder. Feel free to tweet me anytime I go back and forth of my preferred social channels and right now it's Twitter So what we're going to cover today today's focus is to Show how to communicate the importance of security to your clients We're going to cover all these things how to build security into your projects from day one Some simple security best practices that don't take long to set up But they can make the world of difference for your site and your client sites And again my goal is to make your job easier more secure With the sites that you build and ultimately more profitable for your freelancer agency business So let's start with Securing your own site. I'd like to talk about why securing your own site is a good first step in terms of being a web Development provider. We all know it's important to a secure our sites But it's really important to secure it if you're actively building client sites The first reason is reputation So website hacks happen all day and every day and I'll talk more about the why and the how of that in a few minutes But security becomes especially important when you're providing that service a successful attack on your own site Could directly impact your revenue Tarnish your reputation and degrade customer loyalty and what I mean by that is What if I'm looking for? Website design or web development in Asheville and I get to your site and it has been hacked I See a message from Google that says or from Chrome that Google Chrome that says this site may be unsafe Maybe you don't know that well what's gonna happen to me as a potential customer I'm gonna immediately associate your brand with a negative thought and I'm not going to send you a contact I'm not gonna fill out your form I'm not gonna make a phone call and worst case scenario I'm going to tell other people in my business network that oh, yeah, I went to that provider and their site was hacked So, you know not cool, right? So reputation protection is one of the main reasons for protecting your own site and monitoring that on an ongoing basis to make Sure, nothing bad has happened The next reason is to become familiar familiar with security best practices. I Like to say I never recommend something to my clients that I haven't used myself never Except what I really mean is I would never do that again, right? So I Failed clients before because I didn't do my due diligence on the products and services that I was recommending to them and then building into their own sites I've since learned my lesson So in terms of becoming familiar with security best practices, it's about eating our own dog food Right securing your own site gives you that practice that familiarity with what it takes to secure a website and monitor that website and an ongoing basis Number three is protecting your business. It's pretty clear, right? If you have a site. That's not hacked Your business is better by default and here is the story about why I became passionate about website security Is anybody not familiar with WordPress multi site? Raise your hand. It's okay if you're not, okay So WordPress multi site is in short an installation of WordPress where you can run multiple WordPress instances under the one installation of that software in 2006 2007 I started a WordPress multi site platform for artists and creatives of all types it was called indie lab where you could come if you were a painter or a Musician and you could sign up for your own WordPress powered website. It wasn't marketed as WordPress It was just come get your own website and blog and it was pretty successful I was working a day job at the time for an audiobook publisher. I had found WordPress in 2005 So I had been experimenting for a couple years with what I could do with it And this was my first attempt at an online business It got pretty popular. I had several hundred users and then I took a cue from others in the space And I started adding features in the way of adding additional plugins and then making those features available to paid Users so they could upgrade for ten bucks a month or twenty bucks a month and get access to additional features It was going so well That I was about two weeks away from putting in my two weeks notice at my day job And I thought wow I'm a tech entrepreneur.  Can you help? Why is your site down? Can you help? Can you help fix it? the site got hacked and At that time I hadn't even given a thought to website security in any meaningful way So I tried to fix it At the time WordPress multi-site was a separate thing from WordPress and there was a separate forums area It was and so I were reached out to there and there was a couple in Canada named Ron and Andrea Renick if you're in the space You probably know who they are And they were helping me figure out what was going on teaching me how to look for things how to look for hacks Because I'm not a developer. I'm a straight-up implementer I can I can put stuff together and make it work, but if you throw some code at me It's not going to go well So I was able to fix it Reply to all the people who were Anxious and upset that their sites were down, especially the paying ones In a couple of days and then the next week it happened again and Then the next week it happened again And now we've gone from frustration to anger to bad customer service because people are paying for something They're not getting So long story short I ended up closing that business because I didn't have the skills and there were no Services to come and clean up the hack and protect the site at least not that I was aware of So I closed it I refunded everybody's money and I shut it down and then can anybody guess what happened after that I Kept my day job for sure. I certainly did. I narrowly escaped that one. Yes Well, they did that's true people still kept coming, but what happened is I got pretty depressed Right. I mean it wasn't severe, but I was pretty down in the dumps for a while The silver lining is I understood how important website security can be especially if you're running a business online So that's what started my journey with website security And I'm you know, I never like to use the word expert because I'm certainly no expert at website security But I'm very familiar with the best practices and what it means specifically for your business So with that in mind I'd like to talk about the benefits of securing your client sites Let's assume you've got your secured. You're good. You put in the best practices, which I'll talk about in a few minutes So what about your client sites? Are you actively in implementing basic security best practices before you hand over those sites? That's the question. I'd like I'd like to you to remember Are am I doing something for my clients as part of my business before I hand it over? So I'd like to talk about why securing your client sites is important to your both your immediate and your long-term business and This one's pretty obvious Has anyone ever received an email or a phone call from a client at midnight on a Saturday? Maybe during the after-party last night And they've said I have an emergency my site is down My customers are saying my site is redirecting to a Viagra pharmacy site or any number of adult sites So that can and does happen. Has anybody ever experienced a support call at an inopportune time, okay? So I'm not alone good So I feel that it's our responsibility because of that past experience as the technical Contact for our client to make sure that we can fix whatever problem. They're experiencing Securing your client sites before the handoff will save you time money and headaches and even if it's out of the project scope as Providers I believe it's our very Important responsibility to at least educate our clients about website security about malicious software and what can be done with it and Even if they don't they don't want you to do any of that. They say it's not important Then the onus is on them peace of mind obviously peace of mind for you and your clients But let's talk about education The bit the business benefits of educating clients about security So there's a lot of benefits to that. It's benefit to your business It's about spreading awareness too, and that's another reason why I why I talk about this topic is because I want to spread awareness of website security as it relates specifically to people entrepreneurial types like all of you to your business Awareness is important that makes the internet a safer place ultimately for you for me for anyone It's an incredible tool for communication connecting with others and building a business. Does anybody Remember when There was no internet as we know it today Okay, pretty good portion of us I Bought my first computer in 1994. I had had video games and stuff before that But my very own first computer in 1994 from Radio Shack It was a Tandy sensation. It had four megabytes of memory or Space one of the two and it cost $1,700 And that was the beginning of when I started getting bad credit in college, but that's a different story so The internet I've seen the the growth like many of us have of of the communication tool of course for connecting with others, but the the Incredibly wide scope of businesses that you can build and then WordPress powering now 30 plus percent of the internet Is the tool that we've all chosen to use to do that So making the internet a safer place is super important for all of us here in business But also for the human race as a whole During the keynote if anybody saw that the picture of what the internet actually is and cables underground and stuff It's it's a pretty fragile thing. So if we can make one part of it safer I'd like to Spread that awareness for that So then the question becomes when you're talking to clients about website security The question always is well, who's responsible for that Does anybody have the answer to this question or an opinion on it? Just yell it out. Yes Good answer you win the golden nugget Yes, so ultimately every person associated With a website at any level is responsible for little pieces of it and the security of it So I like to think a bit like this your web host is The one that has built the apartment complex your web host is primarily responsible for making sure that the gate closes that The key cards work that the The lights in the parking lot are always on and working right if they're Responsible primarily for the environment where the apartment building lives as freelancers agency owners Website development providers. It's our responsibility To secure those buildings within that complex and the building is that website? We have to make sure that we build it and everything is up to code We have to make sure that the walls aren't going to fall down and there's no exposed wires And in other words, you know, make sure that that that site is as secure as it can be from the very beginning And then the website owner and this is part of that education and feel free to use this analogy with your clients because it I find that it It works pretty well The website owner isn't responsible for the individual apartment within that building within that complex Right, so you don't leave your house and leave the doors unlocked and the windows open just like a client shouldn't leave their website unattended and Insecure and not have some best practices in they need to lock their doors just as well as the building and apartment complex does So another benefit of educating your clients on security is to set your business apart and increase your value Excuse me So if you're educating your clients from the very first phone call the very first email contact it becomes much easier at the very end to have them understand the importance of security and Buy into that within your maintenance plans So you can expand that into educating what website security is as it pertains to their particular business goals And you can quickly position yourself as an expert to become more valuable to your client, right? So if there's a Web agency and be web agency and I'm going to both of them as a potential client and one is talking about everything that This one's talking about but they're including security as it relates to their business goals and they're using that analogy I Personally I'm going to tend to look at that company or that individual as someone who cares more about Partnering in the growth of my business rather than just selling me on a recurring maintenance plan because they can So it does start with the first contact The other benefit to education is additional revenue, right? You can demand higher prices if you've positioned yourself and differentiated yourself from other freelancers and agencies in Terms of talking about and educating security You can demand that higher initial price or that higher recurring fee in turn in the in the way of residual income Even if they don't buy in To your maintenance plan at least they know exactly where you stand So if something bad does happen Maybe they'll remember that and come back to you and then you can convert them to a customer of yours You can go from you know a five hundred thousand dollar minimum job To ten or fifty grand depending on how you communicate the value of working with you and security is part of that So communicating the need for security Effectively how many people have talked to clients and clients go. I don't I don't understand what you're talking about I don't want to hear anything about that or they say well my cat blog really you know Isn't at risk. I don't need website security so Many clients have an averse reaction to talking about website security because a I think it's just a misunderstood thing There's assumptions that are made that it's too difficult for most people, but it's not So how do you explain the subject of website security into terms that your clients will easily digest and want to understand? It comes down to three things If we break it down into these three things it becomes much easier to continue that Conversation and the first is why? Why websites get hacked? Why malware exists? even if it's a Two or three or five page brochure type site why is security important for that kind of site and the answer is Every website on the internet has a potential open door and a potential vulnerability Based on a bunch of different variables So if you put it to your clients like that and then continue with why sites get hacked You'll have a much better time. So one of the hacking Why websites get hacked that I? Recommend communicating is known as the defacement because this is what most people are familiar with It's not the most popular hack, but it's the most visible one to a lot of people If anybody remembers we did have a presidential election a couple of years ago and during that election And I'm not getting political one of the candidates Campaign sites was hacked and they had a big hero image a big banner with their slogan on it and That slogan due to a hack could be changed to whatever you wanted it to say I Like turtles was one of the most tame Ones that was seen but that was seen by millions of people. That's a defacement So that's what most clients think of that. It's like that. Well, why would anybody want to do that to my site? You explain that it's not that really that's not what they want. They want to use your resources They want to hack your site so they can use your website your visitors your server resources to continue to spread Their malicious software and why does malicious software exists? What's the point because a lot of it is designed to make that person who's released that money? There are companies companies there are places out there that pay per click So if I hack a site that has a hundred visitors per month and then that site is on the same Server as another one of my sites that has a hundred thousand visits a month and then goes to multiple websites you can see the extrapolation of Potential right even if I'm earning a half a penny per click There's a lot of money to be made in malicious software and hacking and that's why primarily most of it happens It's a bunch of other reasons religious or political ideals Messages that sort of thing but by far It's financial gain so the why of websites get hacked And that's why a five-page site doesn't matter because it's a potential door. It's in in to the rest of the internet So who and how are hacking? Well when we think of hackers we think stereotypically that it's some angsty Super smart teenager and a hoodie in the mom's basement right angry at someone and targeting individuals But that's that's that's the rare that's the rare case, right? It's it's these automated scripts that people are someone has written them originally But they go to black hat sites or the dark web and they find these scripts and they change it up a little bit Maybe to put their little their name on there so it's about 15 minutes of fame for people who are What are known as script kiddies where they take something and change it around and get a little fame say look what I did but Primarily, it's someone who's wants to take a shortcut to a financial gain So how do website compromises happen well they happen in a lot of ways But in the interest of keeping it simple and I've said this before it comes down to vulnerabilities found at various access points So acts access points can include your local machine It can include outdated software on your server WordPress plugins themes any other software that you may have Installed on that server that needs to be updated weak passwords is a big one And I'll talk a little more about that in a minute And newly discovered vulnerabilities and already up-to-date software. We've all seen WordPress have updates that includes security patches That's why and Then you tell them when and when hacks happen and I've already said this but hacks happen all day every day And in the big scheme of thing we did a quarterly security report internally Which is is public now and then the average website receives 44 attacks per day or 16,000 hack attempts every year And this is alive. I thought it was behind me. This is just a few seconds of a live View of hack attempts that are happening around the world. I Couldn't make that one loop. Sorry. That's why I keep switching back and forth. That's from North security So when you show them something like this, it really helps to get the visual and understand More about security and why it's important and then you can communicate these so you've got your three things the what the how the why and then you can communicate these best practices and then as you are talking about this from the very beginning You're talking about this in your project proposal. You're talking about this I'm sorry in the scope then in the proposal and then at the very end in the contract backups We all know backups are important. Is there anyone here who isn't super familiar with what backups are and what's getting backed up If you're not familiar, that's fine. I can okay, so Backups regular backups having a backup schedule is something that you would typically put in your maintenance program All of this is Software updates It's critical WordPress core plugins themes and again any other software that you have running on the server I don't know about you guys and gals, but I'm a shiny object guy I see a new plug-in and I go who or I go to script delicious and I go, ah This is a cool little application. Let's try that and then it gets installed on my server and I forget about it And that's software. That's code that's just sitting there ripe to be exploited. So updates and Having regular updates is super important If you have your laptop out, I I welcome you to go to this URL To see it. I'll show you an example of what that is in a minute, but strong passwords and unique passwords how many of us are using Super strong passwords for every single login we have Great good so This is something you can communicate to your clients as well as being super important Strong and unique passwords everywhere and they're gonna say there's no way I can remember that and then you tell them about password managers and you tell them about last pass and one pass and Key pass and dash lane But then the question becomes well, what if that password manager service gets hacked? It happened it happens So when you think about security, I like to think about it as a radius a big circle And there's no such thing as 100% security in life or on the internet it's about reducing that attack surface and Making those open doors Closing as many of those open doors as possible to mitigate risk Has anybody gone to that URL yet? No, okay. Well when you go there You can put in a password that you have used Before or that you reuse and it will tell you if that password has been seen in a compromised Hack in anywhere So this is one of my passwords that I used to use Did it come from the Equifax hack of a hundred and forty million? Americans and people abroad who knows I don't know Did it come from my laptop did I go to a site and there was a drive-by download of a keylogger software and they found out my password I don't know So the only way to really combat this is to have strong and unique passwords everywhere and then number four best practice is to Utilize a firewall and CDN Yes, sir Yep, thank you for mentioning that and bringing that up What he was saying for the benefit of the video if you didn't hear him There is a plug-in that will check that same service. Have I been pawned? And it will check your WordPress installation and all your users and the passwords to make sure that none in there are Our have been compromised That's in the repo yeah, Julian, okay, so if you search the plug-in repo for that perfect Perfect good advice. Thank you so if you're Is there anyone that's not familiar with what a firewall is there's two different types of firewalls I Just like to tell the difference between the two there's a network firewall and there's a web application firewall And this is probably maybe should be moved up to number one Because firewalls are super important and they can do a lot to protect your site network firewalls are typically used by hosts To protect their internal network of servers a web application firewall is used by Individuals and individual websites and what it is. It's a hardware and software solution That sits between someone over here with their browser loading your domain name It goes through the firewall first and then it gets to your web server to retrieve the files needed to display your site That web application firewall is designed to recognize and automatically stop bad internet traffic aka automated bots malicious software I Had a site when I first used a firewall I used to write WordPress tutorials and stuff as part of that journey And I thought I was pretty popular and again ego check I installed a firewall and I found out that most of that traffic was non-human Right so prepare yourself for that But it's super important because you're stopping it before it even has a chance to get to your your service Server or your software and a CDN is usually comes with a firewall.  You can search malware scanner WordPress or just malware scanner. You'll find them But what those scanners will do Typically they will a they will recognize that something is wrong They will recognize there's malicious software in there and two they will report that to you so you can take action and Three there are some out there that will automatically Remove that malware so you don't have to do anything to it But having continuous monitoring on your sites and and having reporting come to you is better than Finding out it was hacked and then taking steps to remediate it So including security in the project scope, and I'll probably speed up a little bit here Just like discussing security in the first client contact including the importance and or Requirement of security best practices within that scope can benefit again your reputation and your positioning yourself the trust the the growth partner in their business By including that stuff all along the way it can provide a more professional image Feel like I'm repeating myself a little bit so I'll go faster with that That should be pretty clear including to focus on security along every step Positions yourself better as a professional it builds that trust which means that they're more likely to To buy into your long-term recurring revenue plan Aka the maintenance programs and it's an opportunity for more money for sure So you can include security as a service within your maintenance plans But what happens if your client just simply refuses well You have two choices at that point and this is about this is your personal decision about your business Again, you can require it as part of working with you that your clients must do these things And when I've seen people do that and it's working pretty well for them It kind of helps That the kind of clients that you want for your business Maybe you like to take everybody and help everybody out. Maybe you only want Clients that are going to be X number of dollars Initial and recurring It's up to you. The other option if they simply refuse is to perhaps Offer add-on services and in the way of security so you can make these suggestions You can say go get a web application firewall They maybe do it and then they come back to you because it's a bit technical to set up You have to change DNS basically to reroute your your traffic But maybe that's a setup service that you offer Maybe go here by this and I'll set it up for X number of dollars Maybe it's the one-time setup of monitoring and scanning some scanners You can simply put in the domain name some do kind of a deep scan on the inside out And you have to connect your site via SFTP or FTP or SSH And maybe your clients don't want to do that or don't know how Excuse me Or if the worst happens You could offer a one-time cleanup service And there are many security companies out there that will offer you that and then you offset the cost to your clients So of course if you're offering monthly maintenance or security You want to make sure that you still have time into in your day to do what you do and not get mired down into the nitty gritty So if you're not already there are a couple of maintenance and reporting tools That I've used that people I know use and these will probably come as no surprise at least the first one And that's managed WP Is there anyone that doesn't know that Name managed WP Everybody knows it Okay, a couple people don't know it. So I just want to explain briefly what it is Managed WP is a service where you connect multiple single WordPress installations Into one unified dashboard Administrator view so you can run software updates plugin updates core updates across multiple sites at the same time It really is a big time-saver huge time-saver. There's other ones out there Infinite WP is another one different business models This was one I learned of Just in last January at a Joomla conference It's called watchful or watchful Lee dot li and they are very similar to manage WP In the in the sense of doing the same thing with WordPress, but they also Support Joomla sites. So maybe maybe some of you are not strictly WordPress I welcome you to not be strictly WordPress is open-source software in general. We're all in this together fighting for the open web Watchful might be one to check out Finally, I'd like to talk about the benefits of a summary of a presentation And that is the main thing I really wanted to to to communicate here is the growth of your business as a freelancer as an agency owner or participant And these are the things that I feel are the most important securing your own site learning the why and the how and the What of website security and malicious software? So you can then communicate the business benefits of that to your clients or potential clients Because you want to keep including that in the project scope You want to talk about it all the way through and then you want them to buy into your monthly maintenance program your software updates Your security everything because it's peace of mind for you. It's peace of mind for them It's more revenue for your business aka higher growth So at this point, I just want to point out that URL that is a series of blog posts that I wrote that has all of this information Plus some expanded content on some of the individual subjects It's on it's on there's I think there's five posts in that So I welcome you to visit that if you wanted to learn more and now if anyone has any questions I've got about seven minutes Feel free to ask. Yes, sir The question is if I've ever utilized word fence. Yes, for sure. I've utilized word fence security Sightlock obviously There's everyone who's doing anything security wise in the space Including Steven. I don't know if he's still here, but he's got a security plug-in that he's working on to anyone who's doing security In the WordPress space or open source space adds value, right? So but every one of those Plugins or cloud-based services does it a little bit differently So I would welcome you to kind of look at each one of those and the pros and cons as it relates to your particular business But also your your individual clients and what they what they can afford Yes, ma'am. Mmm. Good question of all the and you talking about security specifically Are there any products or services related to security that I specifically avoid? I don't think I have an answer to that In terms of a specific product or service, but what I can tell you that I do do do that I do is Pay attention to the businesses that primarily hosts who Have disallowed plugins in one way or another So there are hosts out there that really do a really good job of monitoring their web server resources And if they identify a plug-in security or otherwise That is using more resources than they're comfortable with that would be a good a good place to start So whoever your host is Look for disallowed plugins. Maybe contact them and get their recommendation Is that does that help okay good any other questions? Yes, sir The question is what host am I using? I just went from SiteGround who I was very happy with for a number of years over to Kinsta for my personal site For my plug-in business site. We're still on SiteGround I've been I'm in the community a lot and have been for years and I've heard rumblings about Kinsta for the last several years and And they happen to be a sponsor here, by the way, and I and I've been paying attention It's more developer level stuff at first, but I'm very again implementer. I'm not developer level So I'm really interested in customer service and the onboarding flow And if you haven't checked out Kinsta, they are incredible in terms of the onboarding the migration of an existing site That whole process was great. They they were immediately faster than my previous host and had a wide range of Helpful docs and articles about optimizing the speed of that site Does that help? The question is what would what would cause someone to go through all those best practices instead of just using a better host In terms of security Sure. Mm-hmm. Yeah, good question. So All the hosts that you mentioned I shouldn't just single out Kinsta There's a lot of great hosts WP engine blue host does a ton of stuff in the WordPress space why would people want to take these extra steps because ultimately your host is responsible for certain areas of security and WP engine specifically has had a really large focus on that They are one of the ones that I was mentioning disallowed plugins They're one of the ones that has probably the most disallowed loud plugins I've ever seen with a host but ultimately the again The analogy the the website is really the website owners responsibility. It's the application level So a host can do tons of things for building insecurity from the beginning and making sure the site is secure doing automatic updates and all that But if I'm using username Adam and password one two three four That my host can't control that, you know, it's an open door still and those malicious scripts Still can hit a website any website on any host That's my opinion on that. Okay, any other questions we got about one minute or two minutes left Okay, well, I'll be around if you have any additional questions come see me or You want to tell me something? I don't know. Please. I like to learn and thanks so much for coming to my session. I appreciate it