How Can I Create A Power BI Report?

How Can I Create A Power BI Report?

Using Power BI, you can generate complex sales incentive reports - including drill-downs, multi-level grouping, advanced visualizations, enterprise report publishing, and much more. You can also create reports by typing natural language queries. To watch a video, click here.

First, make sure to download Power BI desktop:
  • You can use Power BI desktop for free
  • You do NOT need to create a Power BI account

Once you have downloaded Power BI, start the application (escape from prompts asking you to register, if needed).

Next, click on "Get Data > OData Feed" within Power BI:

Next, copy/paste the OData URL obtained from Sales Cookie as per the following steps:
  • Login to your workspace
  • On the left pane, click on "Account > My Profile"
  • Click on the "Security" tab (if needed)
  • Click on the "copy" action under "API Key"

Next, return to PowerBI and:
  • Paste the URL into the dialog
  • Click on "OK"
  • Select entities shown below
  • Click on "Load"

Load Time & Data Volume
If you have a lot of transactions (ex: tens of thousands), but don't need them for your reporting (ex: you are only reporting on payouts), uncheck Transactions and CalculationCredits, as those can take more time to load.

Next, still in PowerBI:
  1. Click on the "Relationships" icon on the left bar
  2. Review relationships between entities as shown below

Next, still in PowerBI:
  • Click on "Reports" on the left bar
  • Click on the pie chart icon in "Visualizations" (right pane)
  • Drag the "Calculation Credit > Σ Value" field to the "Values" field
  • Drag the "System User > Email Address" field to the "Legend" field
  • You've just created your first Power BI report - which should look like this:

Next, still in PowerBI:
  • Click on "Insert" on the ribbon at the top
  • Click on the "Q&A" button
  • Type "Sum of beneficiary value by system user"
    • Note the auto-completion as you type entity names
  • A new report is generated for you, which should look like this
    • Power BI is interpreting your natural language query

This is just a starting point. You can add more visualizations, drill-downs, filters, groups, etc.

Sharing Reports
If you save and share your Power BI file, recipients will be able to use your own data access URL to create new reports, examine source data, etc. Instead, consider either publishing reports to Power BI online (with restricted access), or sharing visuals with them (not your Power BI file). 

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