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Dynamics 365 can show a whole Power BI dashboard. To do this, create a dashboard in Power BI. Then, in Dynamics 365, select New->Power BI Dashboard: You will see your dashboards, with the option to enable for mobile: Click Save. The dashboard will now appear fully in Dynamics 365.
To install the Power BI Voice of the Customer Analytics for Dynamics 365 App, under Services select Get: Search for Dynamics and select Voice of the Customer Analytics for Dynamics 365: Enter your Dynamics 365 organization URL: The app will be installed. Select the app: You will see the dashboard: Select a tile to see each report:
Select Get Data from the bottom left, then under Services select Get: Under Dynamics, select Customer Service Analytics for Dynamics 365 and click Get it now: Enter your Dynamics 365 Organization URL: Under your Apps, you will see the new app installed: You will see the dashboard: Select a tile to open the report. This app has the following reports:
To install the Process Analyzer content pack, select Get Data and under Services select Get: Search for Process Analyzer: Enter the URL for your instance: This will install the process content pack: You can then use this in Dynamics 365 as a dashboard or tiles.
In this post we will generate random numbers for an Excel speadsheet. In Excel, go to the cell or select the range where you would like the random number to occur. Enter the formula: =RANDBETWEEN(lowernumber, uppernumber) For example, if we want to generate a number between 0 and 100, we would enter: =RANDBETWEEN(1, 100) Press Enter, or if you have selected multiple cells, press CTRL-ENTER. You will see the random … Continue reading Excel Random Number Between
In Power BI, a common requirement is to display progress towards meeting a goal. For example, if you want to track monthly progress of salespeople vs their targets. To do this, first create a new Power BI report. In our example, we have 2 tables: Goals – which holds the targets for each salesperson Sales – which holds sales transaction records We will keep this simple and not use dates. … Continue reading Goals and Targets in Power BI
You can pin an existing visual in Power BI from one dashboard to another. Here, I have a dashboard called MSFT with one visual showing stock data: Hover over the visual and select pin: You will be presented with the Pin to dashboard prompt. Select an existing dashboard or create a new one: The visual will now be copied to the new or existing dashboard:
App Workspaces are a place to colloborate in Power BI and also create new Power BI Apps. Go to App Workspaces in powerbi.com and select Create app workspace: Enter group details and add group members: Note the group options available: Save the group. A new workspace is created: Open a Power BI Desktop project and publish to the new group: In Power BI, you will see the new Reports and Datasets: Pin a report … Continue reading Creating Power BI Apps and App Workspaces
Last week saw the end of an entertaining NBA playoff series between the Memphis Grizzlies and the San Antonio Spurs. The Spurs ended up winning the series 4-2. One of the series highlights came off the court, when Grizzlies coach David Fizdale went on an epic rant in a post-game interview, stating various statistics and concluding the officiating in the game was biased. He finished the interview with the words “Take that … Continue reading Take That for Data: How Analytics is Changing the NBA
Power BI has an Audit Log capability, where interactions in Power BI are captured and logged. This is useful for companies requiring compliance. In order to active it, go to the Admin portal: Select the link: You will see the screen below. Select “Start recording user and admin activities”: Select Start Recording User and Admin Activities: You may need to wait a few hours for the system to be enabled. Once … Continue reading Power BI Audit Log