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"
- Note: you must be full admin in your workspace

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:

Click on the "Relationships" icon on the left bar
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).

Non-System Transaction Fields

When you retrieve transaction fields using Power BI, only system fields are included.

To retrieve your own fields, perform the following:

When adding the OData connection, select "Advanced"
Enter your URL and check "Include open type columns"

While selecting entities (ex: Transaction), click on "Transform Data"

Expand "More Column" - field names will load

Select the fields you want to include (prefixed with underscore)

This works the same way, for example if you start from the CalculationCredit entity, and expand related Transaction records.

Simply transform the data to include Transaction column names.