Power BI
POWER BI
Table of Contents Customizing the content.......................................................................................................... 3 How do I Edit a Report in Power BI? ........................................................................... 4 How do I import Power BI Charts into PowerPoint using SmartShapes? .............. 7 How do I customize reports in Power BI? ................................................................ 13 Is there a way to get to the 3.0 Data behind the Power BI Reports? .................... 16 My Tech Utilization number seems off for in my Current Month Report. Why is that? .............................................................................................................................. 21 How do I update my Metrics Deck each month? .................................................... 23 Working with the FMS Metrics Scorecard ............................................................................ 27 How do I Navigate the My Power BI Site Group? .................................................... 28 How do I work with the eFP3 Metrics Data File in Power BI?................................. 31 How do I get access to Power BI and Power BI Smart Shapes for my Monthly Metrics Presentation? ................................................................................................. 35 How do I use Cross Filtering in Power BI? ................................................................ 38
Customizing the content
Power BI
Page 3
How do I Edit a Report in Power BI?
Steps in the screenshots correspond to the numbers in the headings.
If you need any new reports created in Power BI, please contact the FMS System Support team for assistance.
The following conditions must exist to be able to edit a Power BI report: a. You must have Administrator Rights to your Site Group. b. You must be working in your Site Group or your Personal Workspace. This is a COPY of the FMS Metrics Content Pack that has been renamed.
1. Click Edit Report in the Top Menu bar. • You now have the ability to change the filters in the report.
Power BI
Page 4
2. The filter panel on the right hand side opens to display your options.
3. There are three levels of filters: • Visualization Level Filters Filters: Affect a single visualization only. • Page Level Filter Filter: Affect all the visualizations on a single page. • Report Level Filters Filters: Affect all pages in the report.
4. The default mode is Data Configuration (as shown by the bar chart icon). • This works in combination with the Fields on the far right. • To add a field to a visualization, page, or report, simply search search, click and drag to the proper place.
5. The paint roller icon is for formatting mode. • This is where you would find titles, data labels, page size, and more.
Power BI
Page 5
6. If you want to save the file with the changes to the filters, simply choose File > Save from the menu bar.
7. If you want to Save a copy of the report, under a different name, Choose File> Save As.
Power BI
If you are at all uncertain of what you're doing, please contact the FMS SYSTEM SUPPORT Team for assistance.
Page 6
How do I import Power BI Charts into PowerPoint using SmartShapes?
Steps in the screenshots correspond to the numbers in the headings.
1. Open your site metrics master deck or the Site Template from the FMS Metrics Dashboard.
2. Ensure you have one blank slide with the title, action items, and footer in correct placement.
If this is the first time you are building the deck, you will not need any other slides. The rest will be imported using the SmartShapes app.
Power BI
Page 7
3. Click on the Power Bi SmartShapes Tab.
4. Choose Add Power BI Visual.
5. Select the your Site Group from your Workspace options.
Power BI
If you have custom reports, select your site's group workspace.
Page 8
6. Click on the plus sign to expand the reports.
Power BI
If for some reason there is no plus sign next to the reports, click on the FMS Metrics Dashboard and choose Reload Selected from the upper right corner.
Page 9
7. Click the plus sign again to expand to see the individual pages contained in each report.
8. Check your settings in the SmartShapes header.
• One Per Slide should be checked. • You can choose to begin with a new slide or insert over a slide that you already have. • Hyperlinks can be set. • Leave the height and width at 100%
9. For each page you want to add to your slide deck, simply check the related metrics page. In this example, I've chosen to add slides for Availability Critical 1, Availability Critical 1 & 2, PM Compliance Critical 1, PM Compliance Critical 1 & 2, and Proactive Percentage Critical 1.
Power BI
Page 10
Once you have selected all your metrics, select the Insert Checked button in the top left of the header.
10. A message appears telling you that your visuals are rendering to your PowerPoint deck.
Power BI
Page 11
11. The selected charts are loaded into the deck.
12. Arrange them in the order in which you want to present them. 13. Save your deck. File>Save As. Include your month in the file name. The charts in this deck are not dependent on the internet connectivity. There is no need to save as images or to make a duplicate copy. 14. The deck will update with new tiles by simply clicking the refresh button under the Power BI SmartShapes Tab.
Power BI
The file can be distributed as necessary. The recipient does not need SmartShapes to be able to view the charts.
Page 12
How do I customize reports in Power BI?
Steps in the screenshots correspond to the numbers in the headings.
1. The FMS Metrics Dashboard has already been loaded into your Site Group Workspace and customized for your site. 1.1. Go to the Workspaces tab and select your site.
Power BI
Page 13
2. The screen that loads defaults to Dashboards. Many sites do not use dashboards, so you may not see anything listed. Click on the Reports Tab.
3. Under the report heading is a listing of all the reports available.
4. Click on the report to load
5. In the upper right corner, an error message saying a new version of the content pack is available. You must click the X to cancel out of this message to be able to view all the separate pages contained in this report.
Power BI
Page 14
6. Each Report contains multiple pages, filtered for different configurations.
Please check the various combinations of reports and pages to ensure that what you're requesting isn't already available.
7. If you need an additional report to present to your Customer, please contact FMS System Support.
Power BI
Page 15
Is there a way to get to the 3.0 Data behind the Power BI Reports?
Steps in the screenshots correspond to the numbers in the headings.
For all the Power BI reports, the 3.0 transactional data is being captured and stored in Excel files. The report shows the past 3 months of data. This allows you to dig into the Task detail, all the way down to the tech comments, without having to do research in the CLIENT or the Portal. 1. From Workspaces, choose your Site Workspace. This will always be the one that starts with your site number.
2. Click on the three dots at the end of the Site Name. Choose File from the Menu that populates.
Power BI
Page 16
3. Click on the word Metrics. This is a hyperlink that opens the file folder.
4. The file that has all your transactional data for the last three months is DW.Tables.Last.3.Months.To.Present.xlsm.
• The file should have been updated late last night by the pbiservice. ◦ If not, please contact Power BI Support to have your data refreshed before going any further.
5. Click on the ellipses and Download or Open in Excel (NOT Excel Online.)
Power BI
• You may get an internet security warning to approve. If you do, click Allow.
Page 17
6. The spreadsheet opens to the page showing the two created macros:
• Control + Shift + D allows you to filter all reports for a certain date range. • Control + Shift + Z shows work order comments.
7. Go to the tab for the report in question.
Power BI
Page 18
8. By sorting and filtering in this worksheet, you’ll be able to drill down to the base data.
Power BI
Page 19
9. If you find that you want to investigate further, and want to save your filtered view, you will have to save a copy.
10. This file refreshes every day with new data.
Power BI
Page 20
My Tech Utilization number seems off for in my Current Month Report. Why is that?
Steps in the screenshots correspond to the numbers in the headings.
The Tech Utilization Report in Power Bi should really only be used from a MONTHLY perspective. When looking at it in the DAILY, WEEKLY, or CURRENT MONTH views, it is often skewed. Remember that Power BI is your analytical tool - it is comparing two sources. In this case, Tech Utilization compares the labor stamps from EFP3 with the Payroll hours entered in Workday.
Because Payroll Hours are entered every two weeks into Workday, and Labor hours in EFP3 are updated every day, there are really only two days of the month that this view will be accurate in "Real Time". That is why it is best to use the information from the MONTHLY view to see a trend, as all hours from the month will have been entered in EFP3 and Workday.
The site as a whole is averaging 84.9&% Tech Utilization for the Month. The company goal is just over 81.25%.
Power BI
Page 21
If you were looking at this from a CURRENT MONTH perspective, or even a DAILY perspective, you can see how much the data would change, based on where it aligns with the payroll cycle. • The range is from 0% to 124% depending on the day.
Power BI
If you want to check the accuracy of your Technician's Time Entry in EFP3, to see if anyone is falling behind on entering their work, simply run the accumulated labor report. Accumulated Labor Report: How can I see all the Labor Stamps for my Technicians for the last week?
Page 22
How do I update my Metrics Deck each month?
Steps in the screenshots correspond to the numbers in the headings.
Now that we use SmartShapes with Power BI, updating your Site Metrics Presentation has never been easier. 1. Open your metrics deck in PowerPoint.
2. Click on your PowerBI SmartShapes Tab.
3. You may need to Login. If so, click on the Icon.
Power BI
Page 23
4. Enter your email. This will take you to the ATS Login.
5. Enter your User Name and Password and click Sign-in.
Power BI
Page 24
6. This brings you back to the same place, but now the SmartShapes Icons are active. Click on Refresh.
7. All of the Slides that are in your deck are automatically checked. All you have to do is hit Update Checked.
8. You will get a message that states the progress in updating your reports.
Power BI
Page 25
9. Once completed, check to ensure everything copied correctly, then choose File>Save As.
10. Add the correct month to the title and save.
Power BI
The charts are saved as graphics. No one needs to have Power BI or SmartShapes to view the presentation from this point.
Page 26
Working with the FMS Metrics Scorecard
Power BI
Page 27
How do I Navigate the My Power BI Site Group? Steps in the screenshots correspond to the numbers in the headings.
1
Office 365 App Waffle
Shows all Microsoft Office 365 applications on the computer.
2
3 Lines (Pancakes) Icon
Expands and collapses the navigation workspace.
3
Favorites
Shows any page that has been documented as a favorite/
4
Recent
Shows the recent pages that have been viewed.
5
Apps
A collection of dashboards and reports purpose-built by your organization to deliver key metrics for faster data-driven decisions
6
Shared with me
Shows any content that has been shared with you, and the person who shared with.
7
Work Spaces
Allows you to choose from your personal workspace, your site group workspace, etc.
8
Content Selection button
Shows the workspace you are working in. For most this will be your site workspace.
Power BI
Page 28
9
Data View Options
Dashboards, Reports, Workbooks and Datasets. Click on the proper tab to load. You will use Reports. A report is defined as one or more pages of visualizations or charts. When you click on Reports, all reports for the content pack you have loaded will be displayed.
10
Search
Search allows you to search in the content you're viewing (aka Reports)
11
Sort
Allows you to sort criteria in Ascending or Descending order once it is loaded.
12
Notification Center
Shows any updates that have been made to to groups of which you are a memeber.
13
Help
Help is available through the "?" icon.
14
User Controls
Log out options.
15
Create
Allows you to create a new dashboard or a new dataset if you have the proper permissions.
15
Elipses (three dots)
Access to the files, members, and other options of the Office 365 Site Group.
Once you click on the Report Icon you have access to a few additional icons:
A. The Excel Icon lets you analyze in Excel B. The View Related button takes you into any related data behind the file. (See Below) C. The Setting Icon allows you to rename the Report. D. The Trash allows you to delete the Report.
Power BI
Page 29
Power BI
Page 30
How do I work with the eFP3 Metrics Data File in Power BI?
Steps in the screenshots correspond to the numbers in the headings.
1. Go to app.powerbi.com or Click on the Power BI logo from your App Waffle. 1.1. Enter your credentials if required.
2. Click on the Pancakes under the App Waffle. 3. Click on Workspaces and find your Site Group Workspace (your site's number and name.) 4. Click on the 3 dots next to your Site Group Workspace and choose Files from the drop down menu.
Power BI
Page 31
5. Once you're on your site's workspace, click on the three dots under your User Icon in the Upper Right Corner and choose Files.
6. Click on the Metrics folder to open.
Power BI
Page 32
7. Select the file named DW.Tables.Last.3.Months.To.Present.xlsm. • Ensure that the file was modified "Yesterday (late evening)" • The file should be "Modified by pbiservice"
If the file is out of date, please reach out to [email protected] to get the data refreshed.
8. Right Click on the file name and choose Open in Excel. You can also choose to download the spreadsheet if you prefer this option.
If you Open in Excel Online vs. the desktop version, the Macros do not work properly.
9. Enable the Workbook and the Content.
Power BI
Page 33
10. Macros are now enabled for the workbook.
11. Three months worth of transactional data from 3.0 is stored in the spreadsheet tabs. Sort, filter, and combine as necessary to get to the information you need.
Power BI
Page 34
How do I get access to Power BI and Power BI Smart Shapes for my Monthly Metrics Presentation?
Steps in the screenshots correspond to the numbers in the headings.
Your Manager must approve this license.
1. Go to My Enterprise and Request Application Access.
2. From the drop-down, choose "Power BI" as the Application. 3. Choose "FMS" as the Dataset View. 4. Enter your Site Number in the site field.
Power BI
Page 35
5. Under Request Type, Choose "Add Access".
6. Enter "Power BI Pro License with access to Site # ______" in response to "To what functions do you need access?" and "Comments Fields."
7. Click the green checkmark to Submit.
Power BI
Page 36
8. You will receive a KSR number for tracking the process of your software request.
9. You will also need Power BI SmartShapes for PowerPoint. 10. Call the Help Desk: 1-800-662-4001 or 309-693-4001 and request that Power BI SmartShapes for PowerPoint be installed.
The Help Desk Representative will assist you with getting the software installed and ensure it is working properly.
Please reference Article id – KBA00018171 .
For information on how to insert charts into your Site Metrics Deck, see *How do I import Power BI Charts into PowerPoint using SmartShapes?
Power BI
Page 37
How do I use Cross Filtering in Power BI?
Steps in the screenshots correspond to the numbers in the headings.
There is Cross-Filtering Functionality built into Power BI. You do NOT have to be in Edit Mode for cross filtering to work.
1. In the example below, we are in the PM/PdM Completion Report. 2. The Stat Card shows that in the month of January, there were 3 PMs not completed.
Power BI
Page 38
3. Click on the bar for January. 4. The other visualizations on the page automatically filter.
5. Now you can use the drill-down filters to into the information even more.
Power BI
Page 39
6. The single arrow drill down on the Asset ID will show you the Work Order ID for the PM that was not completed on time.
Power BI
Page 40
Table of Contents Customizing the content.......................................................................................................... 3 How do I Edit a Report in Power BI? ........................................................................... 4 How do I import Power BI Charts into PowerPoint using SmartShapes? .............. 7 How do I customize reports in Power BI? ................................................................ 13 Is there a way to get to the 3.0 Data behind the Power BI Reports? .................... 16 My Tech Utilization number seems off for in my Current Month Report. Why is that? .............................................................................................................................. 21 How do I update my Metrics Deck each month? .................................................... 23 Working with the FMS Metrics Scorecard ............................................................................ 27 How do I Navigate the My Power BI Site Group? .................................................... 28 How do I work with the eFP3 Metrics Data File in Power BI?................................. 31 How do I get access to Power BI and Power BI Smart Shapes for my Monthly Metrics Presentation? ................................................................................................. 35 How do I use Cross Filtering in Power BI? ................................................................ 38
Customizing the content
Power BI
Page 3
How do I Edit a Report in Power BI?
Steps in the screenshots correspond to the numbers in the headings.
If you need any new reports created in Power BI, please contact the FMS System Support team for assistance.
The following conditions must exist to be able to edit a Power BI report: a. You must have Administrator Rights to your Site Group. b. You must be working in your Site Group or your Personal Workspace. This is a COPY of the FMS Metrics Content Pack that has been renamed.
1. Click Edit Report in the Top Menu bar. • You now have the ability to change the filters in the report.
Power BI
Page 4
2. The filter panel on the right hand side opens to display your options.
3. There are three levels of filters: • Visualization Level Filters Filters: Affect a single visualization only. • Page Level Filter Filter: Affect all the visualizations on a single page. • Report Level Filters Filters: Affect all pages in the report.
4. The default mode is Data Configuration (as shown by the bar chart icon). • This works in combination with the Fields on the far right. • To add a field to a visualization, page, or report, simply search search, click and drag to the proper place.
5. The paint roller icon is for formatting mode. • This is where you would find titles, data labels, page size, and more.
Power BI
Page 5
6. If you want to save the file with the changes to the filters, simply choose File > Save from the menu bar.
7. If you want to Save a copy of the report, under a different name, Choose File> Save As.
Power BI
If you are at all uncertain of what you're doing, please contact the FMS SYSTEM SUPPORT Team for assistance.
Page 6
How do I import Power BI Charts into PowerPoint using SmartShapes?
Steps in the screenshots correspond to the numbers in the headings.
1. Open your site metrics master deck or the Site Template from the FMS Metrics Dashboard.
2. Ensure you have one blank slide with the title, action items, and footer in correct placement.
If this is the first time you are building the deck, you will not need any other slides. The rest will be imported using the SmartShapes app.
Power BI
Page 7
3. Click on the Power Bi SmartShapes Tab.
4. Choose Add Power BI Visual.
5. Select the your Site Group from your Workspace options.
Power BI
If you have custom reports, select your site's group workspace.
Page 8
6. Click on the plus sign to expand the reports.
Power BI
If for some reason there is no plus sign next to the reports, click on the FMS Metrics Dashboard and choose Reload Selected from the upper right corner.
Page 9
7. Click the plus sign again to expand to see the individual pages contained in each report.
8. Check your settings in the SmartShapes header.
• One Per Slide should be checked. • You can choose to begin with a new slide or insert over a slide that you already have. • Hyperlinks can be set. • Leave the height and width at 100%
9. For each page you want to add to your slide deck, simply check the related metrics page. In this example, I've chosen to add slides for Availability Critical 1, Availability Critical 1 & 2, PM Compliance Critical 1, PM Compliance Critical 1 & 2, and Proactive Percentage Critical 1.
Power BI
Page 10
Once you have selected all your metrics, select the Insert Checked button in the top left of the header.
10. A message appears telling you that your visuals are rendering to your PowerPoint deck.
Power BI
Page 11
11. The selected charts are loaded into the deck.
12. Arrange them in the order in which you want to present them. 13. Save your deck. File>Save As. Include your month in the file name. The charts in this deck are not dependent on the internet connectivity. There is no need to save as images or to make a duplicate copy. 14. The deck will update with new tiles by simply clicking the refresh button under the Power BI SmartShapes Tab.
Power BI
The file can be distributed as necessary. The recipient does not need SmartShapes to be able to view the charts.
Page 12
How do I customize reports in Power BI?
Steps in the screenshots correspond to the numbers in the headings.
1. The FMS Metrics Dashboard has already been loaded into your Site Group Workspace and customized for your site. 1.1. Go to the Workspaces tab and select your site.
Power BI
Page 13
2. The screen that loads defaults to Dashboards. Many sites do not use dashboards, so you may not see anything listed. Click on the Reports Tab.
3. Under the report heading is a listing of all the reports available.
4. Click on the report to load
5. In the upper right corner, an error message saying a new version of the content pack is available. You must click the X to cancel out of this message to be able to view all the separate pages contained in this report.
Power BI
Page 14
6. Each Report contains multiple pages, filtered for different configurations.
Please check the various combinations of reports and pages to ensure that what you're requesting isn't already available.
7. If you need an additional report to present to your Customer, please contact FMS System Support.
Power BI
Page 15
Is there a way to get to the 3.0 Data behind the Power BI Reports?
Steps in the screenshots correspond to the numbers in the headings.
For all the Power BI reports, the 3.0 transactional data is being captured and stored in Excel files. The report shows the past 3 months of data. This allows you to dig into the Task detail, all the way down to the tech comments, without having to do research in the CLIENT or the Portal. 1. From Workspaces, choose your Site Workspace. This will always be the one that starts with your site number.
2. Click on the three dots at the end of the Site Name. Choose File from the Menu that populates.
Power BI
Page 16
3. Click on the word Metrics. This is a hyperlink that opens the file folder.
4. The file that has all your transactional data for the last three months is DW.Tables.Last.3.Months.To.Present.xlsm.
• The file should have been updated late last night by the pbiservice. ◦ If not, please contact Power BI Support to have your data refreshed before going any further.
5. Click on the ellipses and Download or Open in Excel (NOT Excel Online.)
Power BI
• You may get an internet security warning to approve. If you do, click Allow.
Page 17
6. The spreadsheet opens to the page showing the two created macros:
• Control + Shift + D allows you to filter all reports for a certain date range. • Control + Shift + Z shows work order comments.
7. Go to the tab for the report in question.
Power BI
Page 18
8. By sorting and filtering in this worksheet, you’ll be able to drill down to the base data.
Power BI
Page 19
9. If you find that you want to investigate further, and want to save your filtered view, you will have to save a copy.
10. This file refreshes every day with new data.
Power BI
Page 20
My Tech Utilization number seems off for in my Current Month Report. Why is that?
Steps in the screenshots correspond to the numbers in the headings.
The Tech Utilization Report in Power Bi should really only be used from a MONTHLY perspective. When looking at it in the DAILY, WEEKLY, or CURRENT MONTH views, it is often skewed. Remember that Power BI is your analytical tool - it is comparing two sources. In this case, Tech Utilization compares the labor stamps from EFP3 with the Payroll hours entered in Workday.
Because Payroll Hours are entered every two weeks into Workday, and Labor hours in EFP3 are updated every day, there are really only two days of the month that this view will be accurate in "Real Time". That is why it is best to use the information from the MONTHLY view to see a trend, as all hours from the month will have been entered in EFP3 and Workday.
The site as a whole is averaging 84.9&% Tech Utilization for the Month. The company goal is just over 81.25%.
Power BI
Page 21
If you were looking at this from a CURRENT MONTH perspective, or even a DAILY perspective, you can see how much the data would change, based on where it aligns with the payroll cycle. • The range is from 0% to 124% depending on the day.
Power BI
If you want to check the accuracy of your Technician's Time Entry in EFP3, to see if anyone is falling behind on entering their work, simply run the accumulated labor report. Accumulated Labor Report: How can I see all the Labor Stamps for my Technicians for the last week?
Page 22
How do I update my Metrics Deck each month?
Steps in the screenshots correspond to the numbers in the headings.
Now that we use SmartShapes with Power BI, updating your Site Metrics Presentation has never been easier. 1. Open your metrics deck in PowerPoint.
2. Click on your PowerBI SmartShapes Tab.
3. You may need to Login. If so, click on the Icon.
Power BI
Page 23
4. Enter your email. This will take you to the ATS Login.
5. Enter your User Name and Password and click Sign-in.
Power BI
Page 24
6. This brings you back to the same place, but now the SmartShapes Icons are active. Click on Refresh.
7. All of the Slides that are in your deck are automatically checked. All you have to do is hit Update Checked.
8. You will get a message that states the progress in updating your reports.
Power BI
Page 25
9. Once completed, check to ensure everything copied correctly, then choose File>Save As.
10. Add the correct month to the title and save.
Power BI
The charts are saved as graphics. No one needs to have Power BI or SmartShapes to view the presentation from this point.
Page 26
Working with the FMS Metrics Scorecard
Power BI
Page 27
How do I Navigate the My Power BI Site Group? Steps in the screenshots correspond to the numbers in the headings.
1
Office 365 App Waffle
Shows all Microsoft Office 365 applications on the computer.
2
3 Lines (Pancakes) Icon
Expands and collapses the navigation workspace.
3
Favorites
Shows any page that has been documented as a favorite/
4
Recent
Shows the recent pages that have been viewed.
5
Apps
A collection of dashboards and reports purpose-built by your organization to deliver key metrics for faster data-driven decisions
6
Shared with me
Shows any content that has been shared with you, and the person who shared with.
7
Work Spaces
Allows you to choose from your personal workspace, your site group workspace, etc.
8
Content Selection button
Shows the workspace you are working in. For most this will be your site workspace.
Power BI
Page 28
9
Data View Options
Dashboards, Reports, Workbooks and Datasets. Click on the proper tab to load. You will use Reports. A report is defined as one or more pages of visualizations or charts. When you click on Reports, all reports for the content pack you have loaded will be displayed.
10
Search
Search allows you to search in the content you're viewing (aka Reports)
11
Sort
Allows you to sort criteria in Ascending or Descending order once it is loaded.
12
Notification Center
Shows any updates that have been made to to groups of which you are a memeber.
13
Help
Help is available through the "?" icon.
14
User Controls
Log out options.
15
Create
Allows you to create a new dashboard or a new dataset if you have the proper permissions.
15
Elipses (three dots)
Access to the files, members, and other options of the Office 365 Site Group.
Once you click on the Report Icon you have access to a few additional icons:
A. The Excel Icon lets you analyze in Excel B. The View Related button takes you into any related data behind the file. (See Below) C. The Setting Icon allows you to rename the Report. D. The Trash allows you to delete the Report.
Power BI
Page 29
Power BI
Page 30
How do I work with the eFP3 Metrics Data File in Power BI?
Steps in the screenshots correspond to the numbers in the headings.
1. Go to app.powerbi.com or Click on the Power BI logo from your App Waffle. 1.1. Enter your credentials if required.
2. Click on the Pancakes under the App Waffle. 3. Click on Workspaces and find your Site Group Workspace (your site's number and name.) 4. Click on the 3 dots next to your Site Group Workspace and choose Files from the drop down menu.
Power BI
Page 31
5. Once you're on your site's workspace, click on the three dots under your User Icon in the Upper Right Corner and choose Files.
6. Click on the Metrics folder to open.
Power BI
Page 32
7. Select the file named DW.Tables.Last.3.Months.To.Present.xlsm. • Ensure that the file was modified "Yesterday (late evening)" • The file should be "Modified by pbiservice"
If the file is out of date, please reach out to [email protected] to get the data refreshed.
8. Right Click on the file name and choose Open in Excel. You can also choose to download the spreadsheet if you prefer this option.
If you Open in Excel Online vs. the desktop version, the Macros do not work properly.
9. Enable the Workbook and the Content.
Power BI
Page 33
10. Macros are now enabled for the workbook.
11. Three months worth of transactional data from 3.0 is stored in the spreadsheet tabs. Sort, filter, and combine as necessary to get to the information you need.
Power BI
Page 34
How do I get access to Power BI and Power BI Smart Shapes for my Monthly Metrics Presentation?
Steps in the screenshots correspond to the numbers in the headings.
Your Manager must approve this license.
1. Go to My Enterprise and Request Application Access.
2. From the drop-down, choose "Power BI" as the Application. 3. Choose "FMS" as the Dataset View. 4. Enter your Site Number in the site field.
Power BI
Page 35
5. Under Request Type, Choose "Add Access".
6. Enter "Power BI Pro License with access to Site # ______" in response to "To what functions do you need access?" and "Comments Fields."
7. Click the green checkmark to Submit.
Power BI
Page 36
8. You will receive a KSR number for tracking the process of your software request.
9. You will also need Power BI SmartShapes for PowerPoint. 10. Call the Help Desk: 1-800-662-4001 or 309-693-4001 and request that Power BI SmartShapes for PowerPoint be installed.
The Help Desk Representative will assist you with getting the software installed and ensure it is working properly.
Please reference Article id – KBA00018171 .
For information on how to insert charts into your Site Metrics Deck, see *How do I import Power BI Charts into PowerPoint using SmartShapes?
Power BI
Page 37
How do I use Cross Filtering in Power BI?
Steps in the screenshots correspond to the numbers in the headings.
There is Cross-Filtering Functionality built into Power BI. You do NOT have to be in Edit Mode for cross filtering to work.
1. In the example below, we are in the PM/PdM Completion Report. 2. The Stat Card shows that in the month of January, there were 3 PMs not completed.
Power BI
Page 38
3. Click on the bar for January. 4. The other visualizations on the page automatically filter.
5. Now you can use the drill-down filters to into the information even more.
Power BI
Page 39
6. The single arrow drill down on the Asset ID will show you the Work Order ID for the PM that was not completed on time.
Power BI
Page 40
