Microsoft Power BI - Incident Dashboard Template
HeaderNotes_CautionReportServerRequired
HeaderNotes_DownloadAndNotes
This template belongs to the Dashboard category in Service Manager Power BI reports. It enables you to implement a Power BI dashboard displaying statistics on incidents using trends and charts.
- It is multilingual. The six main languages managed by Service Manager are supported in the standard version. You can install additional languages.
- Customizations to the Power BI report can be made to meet customer requirements.
GeneralNotes
Notes
- Data is retrieved in the language of users who log in to Power BI using their Service Manager account.
Caution
- Modifications other than those mentioned in the wiki are not managed by EasyVista. Please contact your EasyVista consultant for help in customizing your report.
List of functionalities
Functionalities | Notes | |
---|---|---|
Backlog
|
Customizations possible
|
|
SLA/FCR
|
||
Support
|
||
User
|
||
Technician
|
List of tables included in the template
- Actions: This contains actions extracted from the Service Manager database when the specific parent query is run.
- Tickets: This contains incidents and service requests extracted from the Service Manager database when the specific parent query is run.
- Canceled tickets are not included.
- Canceled tickets are not included.
Internal Power BI tables
- Titles management: This contains the translations of all titles and legends of trends in the report.
Procedures
How to implement a Power BI report using the Incident Dashboard template
Prerequisite: Install Microsoft Power BI Desktop on the workstation.
You can download it free of charge.
See the documentation.
Step 1: Open the template in Power BI Desktop
1. Download the PBIX file provided by your EasyVista consultant to your workstation.
2. Open the template in Power BI Desktop.
Step 2: Import Service Manager data to the Power BI report
1. See the procedure for running parent queries shipped with the template.
Step 3 (optional): Customize the Power BI report
1. See the procedures below to make the required customizations.
- Add a language.
See the procedure
2. For other customizations, please see the Microsoft documentation.
See Reports in Power BI
Step 4: Save the Power BI report
1. Select File > Save in Power BI Desktop.
ExecuteParentQueries_CommonProcedure
How to import Service Manager data using parent queries
Step 1: Display the queries used in the template.
1. Open the Power BI report template (PBIX file) in Power BI Desktop.
2. Click Transform data.
- Power Query Editor will open.
- The list of Service Manager parent queries and Power BI queries used in the template will appear in the left pane.
Step 2: Import Service Manager data using parent queries.
Note: You must repeat all of the operations below for all Service Manager parent queries used in the template.
example Actions and Tickets parent queries in the screens below
1. Select the parent query you want in the left pane.
An error message will inform you that you are not logged in to Service Manager.
2. Click Go to Error.
The Source step is highlighted. This means that the error lies with the data source.
3. Click Edit Settings.
The window for configuring access to Service Manager data will appear.
4. Specify the access to Service Manager in the URL for running the parent query.
- Replace {your_server} with the URL of your server.
example https://your_company.easyvista.com
- Replace {your_account} with the Service Manager account used.
example 50004: Production base; 50005: Sandbox database
- Click OK.
The window for configuring access to Service Manager will appear.
5. Specify the credentials for accessing Service Manager.
- Select the Basic tab.
- Specify the user name and password for logging in to Service Manager.
- Click Connect.
- The parent query will run and Service Manager data will be imported to the specific Service Manager table.
- The
icon next to the table name indicates that the query was run.
6. Repeat all of the operations in step 2 for the other Service Manager parent queries used in the Power BI report.
Step 3: Update the report using Service Manager data.
1. Select File > Close & Apply in the menu.
- Power Query Editor will close and you will return to the report in Power BI Desktop.
- Indicators and charts in the report will be refreshed with the Service Manager data.
Customize the Power BI report, Incident Dashboard
Notes_Procedure
Notes
- Certain customizations in the report require the modification of formulas in Power Query Editor. If the formula bar is hidden, select the View menu and select Formula Bar.
- Power BI uses regional settings for displaying date formats. You can modify the default settings by selecting File > Options and Settings > Options > Regional Settings.
AddLanguage_CommonProcedure
How to add a language
Step 1: Add a new language.
1. Open your Power BI report (PBIX file) in Power BI Desktop.
2. Click Transform data.
Power Query Editor will open.
3. Select the Language query in the left pane.
The contents of the Language table will appear.
4. Add the new language to the table.
Step 2: Translate labels using the new language.
1. Select the Titles management query in the left pane.
The contents of the Titles management table will appear.
2. Translate all titles and legends using the new language.
Step 3: Save the Power BI report.
1. Select File > Close & Apply in the menu.
- Power Query Editor will close and you will return to the report in Power BI Desktop.
- The new language will appear in the drop-down list of languages supported in the Power BI report.
Step 4 (optional): Add public holidays based on the new language
See the procedure