Target Audience: Power BI Data Analysts, Report Developers, and Business Intelligence Professionals
Objective: This guide provides detailed instructions for setting up both standard and custom reports using Power BI, connecting to QorusDocs, CRM (like Salesforce), and SharePoint. The standard report focuses on reporting QorusDocs activity and usage data, while the custom report (optional) expands the analysis by correlating opportunity data from CRM with pursuits in QorusDocs and content stored in SharePoint. Additionally, the report will need to be embedded in the QorusDocs Hub.
- Section 1: Setting Up the Standard Report (Required and Fully Supported by QorusDocs)
- Section 2: Building the Custom Report (Optional and Not Supported by QorusDocs)
- Final Steps
- Suggested Courses for Power BI Resource
Important Notes
- QorusDocs will assist with setting up the standard report and provide ongoing support and maintenance for this report as needed.
- The custom report setup is optional, and QorusDocs will not provide direct support for its setup or maintenance. However, Academy Courses and Help Center articles are available for both the standard and custom reports to guide and assist the report builder.
- The report must be published online and embedded in the QorusDocs Hub for viewing by team members without a Power BI Pro or Premium license. The report publisher needs a Power BI Premium license to share the report with these users. Viewers will need at least a Power BI Free license to view the report if it's embedded in a SharePoint Online page, QorusDocs Hub, or accessed via Power BI Service.
Power BI Requirements
- The report designer must have a Power BI Pro license to create and publish the report.
-
Power BI Premium Capacity is required for sharing the report with users who do not have Power BI Pro or Premium licenses.
- Viewers without Power BI Pro or Premium licenses must have a Power BI Free license to view the report.
- Embedding the report into the QorusDocs Hub and SharePoint Online or providing access via Power BI Service will allow users with a Power BI Free license to view the report when Power BI Premium Capacity is in place.
Suggested Skill Level
Intermediate to Advanced Power BI proficiency. The resource should have experience in:
- Data modeling
- Advanced Power Query transformations
- DAX (Data Analysis Expressions)
- Integration with multiple data sources (e.g., SharePoint, CRM systems like Salesforce, and QorusDocs)
Prerequisites
- Intermediate proficiency in Power BI, including knowledge of:
- Connecting to OData feeds and other data sources.
- Managing relationships between tables.
- Building calculated measures and custom columns using DAX.
- Developing interactive reports with filters and visuals.
- Familiarity with QorusDocs, CRM systems, and SharePoint is a plus, but not mandatory.
- Access to Power BI Pro and necessary credentials for QorusDocs, CRM, and SharePoint data connections.
Section 1: Setting Up the Standard Report (Required and Fully Supported by QorusDocs)
Overview
Setting up the standard report is required and fully supported by QorusDocs. This report will allow you to analyze QorusDocs activity data, providing insights into content usage, collaboration, and user activity. It will not connect to CRM or SharePoint, but it will report on content used in winning pursuits tracked within QorusDocs. The report will also be embedded within the QorusDocs Hub to allow for centralized reporting access.
QorusDocs Support
- Setup Assistance: QorusDocs will assist your team in setting up the standard report, guiding you through the connection to the OData feed and report configuration.
- Ongoing Maintenance: QorusDocs will provide ongoing support and maintenance to ensure the report functions properly. This includes assistance with updates, troubleshooting issues, and handling any maintenance needs that arise.
Guidance Resources
- Academy Course: QorusDocs provides a course that covers the setup and management of the standard report.
- Help Center Articles: Help Center articles are available to guide report builders through connecting to the OData feed and configuring Power BI to visualize QorusDocs activity data.
Steps
-
Connect to QorusDocs OData Feed:
- Open Power BI Desktop and navigate to "Get Data."
- Select "OData Feed" and enter the QorusDocs OData URL.
- Enter the OData credentials set up in the QorusDocs Hub Management area.
-
Create Data Models for Analysis:
- Load relevant tables such as CustomerActivities (for activity tracking), PursuitSmartFields (for filtering pursuits), and SharedDocumentViews (for tracking document usage).
- Build relationships between tables, ensuring that the PursuitSmartFields and Pursuits tables are properly linked.
-
Develop Visuals:
- Create visuals to display Content Usage, Pursuit Creation, License Usage, and User Activity. Use Count Distinct on CustomerActivities[Id] for most of the Y-axis values.
- Set up filters for activities like PowerPoint Create, Word Create, and Email Create.
-
Customize Reports:
- Add filters based on Pursuit Smart Fields like Sales GEO or Customer. Use Power Query to pivot Pursuit Smart Fields and relate them to your pursuits.
-
Publish and Set Up Automatic Refresh:
- After developing the report, publish it to Power BI Service (requires Power BI Pro).
- Set up a scheduled refresh for the OData feed to ensure the report stays up to date.
- Embed the report in the QorusDocs Hub and/or SharePoint Online to centralize access for users.
- For sharing with others: If viewers do not have Power BI Pro or Premium licenses, the report must be published using Power BI Premium Capacity. Viewers will need a Power BI Free license to view the report in the QorusDocs Hub, Power BI Service, or SharePoint Online.
Section 2: Building the Custom Report (Optional and Not Supported by QorusDocs)
Overview
Building the custom report is optional and will not be directly supported by QorusDocs. This custom report connects data from QorusDocs, CRM (e.g., Salesforce), and SharePoint to provide a deeper analysis of content usage, tracking which content is being used in winning opportunities, and optimizing content management processes. The report can also be embedded within the QorusDocs Hub for easy access.
QorusDocs Support
- No Setup Assistance: QorusDocs will not assist with the setup of the custom report. However, QorusDocs Academy Courses and Help Center articles are available to guide report builders through the process.
- No Maintenance or Troubleshooting: Once the custom report is built, QorusDocs will not provide support for maintenance, updates, or troubleshooting.
Steps
-
Connect to Multiple Data Sources:
- Connect to SharePoint libraries to retrieve content data, CRM (e.g., Salesforce) for opportunity data, and QorusDocs for pursuits.
- Ensure all necessary tables from these systems are loaded.
-
Create Relationships:
- Build relationships between Opportunities in CRM, Pursuits in QorusDocs, and content stored in SharePoint.
-
Develop Calculated Tables and Columns:
- Create calculated tables for correlating content usage with win rates:
- Content Used in Opportunities = Calculate content used in Closed Won and Closed Lost opportunities.
- Content Link (for SharePoint): Create a custom column that links to the document stored in SharePoint.
- Create calculated tables for correlating content usage with win rates:
-
Create Key Metrics and Visuals:
- Closed Won Rate: Use DAX to calculate win rates for opportunities and pursuits.
- Content Usage by Industry, Practice Group, or Solution: Use filters to display content performance in different contexts.
- Win Rate by Content Type: Show how certain types of content (e.g., proposals, presentations) affect win rates.
-
Publish and Automate Report Refresh:
- Publish the report to Power BI Service (requires Power BI Pro) and set up automated refresh schedules for CRM, QorusDocs, and SharePoint data.
- Sharing the report: Ensure Power BI Premium Capacity is in place if sharing with team members without Power BI Pro licenses. Viewers will need a Power BI Free license to view the report in the QorusDocs Hub, Power BI Service, or SharePoint Online.
Final Steps
-
Review Credentials and Permissions:
- Ensure proper permissions for connecting to SharePoint, CRM, and QorusDocs.
- Document credentials for future reference and security purposes.
-
Maintain and Update Reports:
- Regularly review the reports and data models to ensure they meet business requirements. Update as needed based on new content or data.
By following this guide, Power BI resources with intermediate to advanced skills will be able to set up the required and QorusDocs-supported standard report and optionally build custom reports. These reports can be shared with team members who do not have Power BI licenses using.
Suggested Courses for Power BI Resource
-
Microsoft Power BI Guided Learning
- Skill Level: Beginner to Intermediate
- This free course provides a comprehensive introduction to Power BI, covering the fundamentals of connecting to data, creating reports, and building visuals.
-
Power BI Essential Training on LinkedIn Learning
- Skill Level: Intermediate
- This course delves deeper into Power BI functionalities, including data modeling, DAX, and advanced reporting techniques.
-
Power BI for Data Analysts by Microsoft Learn
- Skill Level: Intermediate to Advanced
- This path focuses on advanced techniques, such as connecting to multiple data sources, optimizing data models, and using advanced DAX for calculations.
Comments
0 comments
Please sign in to leave a comment.