Microsoft Power BI - XLA Management Template
HeaderNotes_CautionReportServerRequired
HeaderNotes_DownloadAndNotes
This template belongs to the XLA (Experience Level Agreement) category in Service Manager Power BI reports. It enables I&O managers to measure how Self Service portal users perceive the quality of IT services.
- The data analyzed is retrieved from satisfaction surveys integrated within the Self Service Portal template.
- The report contains trends indicating user satisfaction level by IT service.
- You can apply filters to focus on the relevant data to inform decision-making and adapt the actual performance of IT services to employee perception of its value.
- 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 | ||
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List of tables included in the template
Specific tables for Service Manager data
Questionnaire results: This contains the answers to the satisfaction questionnaires extracted from the Service Manager database by running the dedicated parent query.
Internal Power BI tables
Index: This contains the names of all questionnaires with a unique number assigned to each one of them.
Indicator arrow: This contains all images used as trend icons for the satisfaction level, e.g. ,
,
, etc.
- Images are referenced using a URL.
- The URL can be modified by each customer to display their own icons.
See the procedure
Language: This contains all languages available for the report.
- You can add new languages.
See the procedure
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 XLA Management template
Prerequisite You must have installed Microsoft Power BI Desktop on your workstation. You can download it free of charge.
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.
- Modify the default trend icons.
See the procedure
- Modify the value of the horizontal axis in the bar chart.
See the procedure
- 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.
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 XLA Management 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.
ModifyDefaultTrendIcons_Procedure
How to modify the default trend icons
Step 1: Open the Indicator arrow table containing the icons.
1. Open your Power BI report (PBIX file) in Power BI Desktop.
2. Click Transform data.
Power Query Editor will open.
3. Select the Indicator arrow query in the left pane.
The contents of the table will appear.
Step 2: Modify the images representing the trend icons.
1. Click next to the Source step.
The list of images included in the report will appear.
2. Double-click in the relevant URL row to modify the existing image and specify the new URL.
3. Click OK.
The Indicator arrow table will be updated.
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 trend icons will be refreshed in the Power BI report.
How to modify the value of the horizontal axis in the bar chart
Step 1: Open the Questionnaire results table
1. Open your Power BI report (PBIX file) in Power BI Desktop.
2. Click in the left pane to display the Data view.
3. Select the Questionnaire results table from the Fields pane found on the right.
4. Click Axis value.
Step 2: Enter the value of the horizontal axis to be used in the Power BI report
1. Enter the relevant value in the formula bar.
example Set the horizontal axis at 50% ==> Enter 0.5
2. Click to validate the formula.
The value of the horizontal axis in the bar chart will be refreshed in the Power BI report.
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