Microsoft Power BI - Incident Dashboard Template
HeaderNotes_PowerBIReports
Service Manager: 2023.1 - Build 2022.1.133.0.01+
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.
List of functionalities
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GeneralNotes_PowerBIReports
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.
Operating principle
OperatingPrinciple_PowerBIReports
1. You run Power BI Desktop by opening the PBIX file containing the report template. It will connect to Service Manager to retrieve the data required for displaying the dashboard.
2. Data is extracted from Service Manager by running reports built using specific parent queries via the Service Manager REST API.
3. The data retrieved is imported into Power BI Desktop to populate dedicated Service Manager tables. It is formatted to display trends and charts in the report and stored in the PBIX file of the Power BI report.
List of tables included in the template
Specific tables for Service Manager data
DataDedicatedTables_Caution
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.
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
ImplementTemplate_CommonProcedure
Prerequisites: Install Microsoft Power BI Desktop on your workstation
You can download it free of charge.
See the relevant documentation
Step 1: Open the template in Power BI Desktop (PBIX file)
1. Download the PBIX file provided by your EasyVista consultant to your workstation.
2. Open the file in Power BI Desktop.
Step 2: Import Service Manager data to the Power BI report
You import data by running Service Manager reports built using specific parent queries.
You must first specify the data access information for each table dedicated to Service Manager data included in the template.
1. Import the reports to Service Manager by selecting Administration > Import / Export > Import in the menu.
2. Import Service Manager data to the Power BI report.
See the procedure
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.
How to import Service Manager data
ImportData_CommonProcedure
Step 1: Display template queries in Power Query Editor
1. Open the Power BI report template (PBIX file) in Power BI Desktop.
2. Click Transform data.
- Power Query Editor will appear.
- The list of queries in the template will appear in the left pane.
Step 2: Import Service Manager data to the template
You import data by running Service Manager reports built using specific parent queries.
You must first specify the data access information for each table dedicated to Service Manager data included in the template.
1. Import the reports to Service Manager by selecting Administration > Import / Export > Import in the menu.
2. Repeat the procedure below for all queries used by the template.
- Specify the data access information required by the query: URL for accessing your Service Manager server and the Service Manager account used.
- Log in to the data source.
- The parent query will run.
- Service Manager data will be imported to the dedicated Service Manager table.
Detailed procedure to be performed for each query used by the template
- Import data using Service Manager reports:
Click to see the detailed procedure
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.
- Replace {your_account} with the Service Manager account used.
- Click OK.
The window for configuring access to }Service Manager} will appear.
5. Connect to the server to access Service Manager data.
- 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 dedicated table.
- The
icon next to the table name indicates that the query was run.
6. Repeat the procedure for each Service Manager parent query used in the Power BI report.
Step 3: Update the report with 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.
- Trends and charts will be refreshed with your Service Manager data.
Customization of the Incident Dashboard Power BI report
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 into 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