WUG 2017-Dashboard Creation in Power BI€¦ · wzlwwhu frp zlqvkxwwoh idfherrn frp zlqvkxwwoh...

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Dashboard Creation in Power BISigrid KokLead Solution Engineer, WinshuttleTammy LakeSolutions Engineer, Winshuttle

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Understand how to leverage the workflow database as a data source for Power BIUse visualizations like Pie Charts and Bar Charts to display KPI information for consumption.Understand how filters and slicers allow you to hone in on important data.

Course Objectives

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Surfacing Hidden Data

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Databases withTables with

Columns Rows

SQL Background

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A View is virtual table containing rows and columns.It is typically comprised of data from one or more tables or views.

SQL Background

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RFC ECC & S/4HANA

Winshuttle User Governance

Winshuttle SAP Integration

CLIENT

Winshuttle Workflow

Winshuttle Function Module

SERVER

SAP

Winshuttle ComposerWinshuttle License Management

Web formsWinshuttle Composer Dashboards & reporting

BUSINESS DEVELOPERS/USER ADMIN BUSINESS USERS

WinshuttleStudioWinshuttleUser Governance MicrosoftExcel

Dashboards & reporting

Workflow UG LMS

Architecture of Foundation

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Development Journey

Gather Requirements Query Data Source Configure Visual Publish Dashboard

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• Power BI Desktop • Get Data – choose data source• Choose data sources

• Many options• Shows preview of your data

• Can edit and transform Query• Fields are now listed in Power BI• Choose Visual• Drag & drop fields & configure• Save file• Publish Report and add to Dashboard

Power BI – Preview of steps Steps to build a Dashboard

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Gathering RequirementsQuery Data SourcesConfigure VisualPublish DashboardWhere to find more information

Agenda

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Spend time understanding what you’re trying to accomplishGathering Requirements Gather Requirements

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Agenda

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In Foundation – some of the data sources you can use include:• Workflow Database Views

o ProcessViewo AssignmentView (Note: AssignmentView2 is deprecated)o This will only include LIVE data, not archived

• Key LMS Licensing Table(s)o UserProfile for Name, ID, etco CustomerFunctionalArea for Groupo CustomerOrganizationalLevel for Title

Data Sources Query Data Source

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Permissions Required• Need name & access to the SQL Server

– Role PUBLIC• Need name & access to the database(s)

– User Mapping db_datareader permissions• Workflow Database• Optionally Licensing Database

Query Data Source

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• Power BI Desktop • On ribbon click Get Data• Choose data source

• There are MANY data sources• Examples show here

• We’ll concentrate on SQL Server

Power BI – Data Sources

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Agenda

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Pie Chart

Power BI - Visualizations

Clustered Column Chart

Slicer

Gauge

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Each visualization has field(s)

Each visualization has properties

Power BI - VisualizationsPie Chart

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• In order to see the data that is relevant, you can use:• Filters – Page or Report level

• Example Report level filter based on Assignment Type • Only include Task and Approval• Omit Decision/End/Loop/Notification/Plug-In/Set/Start/Xor

Power BI – Filters/Slicers

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Power BI – Filters/Slicers

Examples:• Select form sites to include

• Select time window based on a date

Slicers are page-specificViewers can interactively filter data in visualizations

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Gathering RequirementsQuery Data SourcesConfigure Visual – Show & Tell + ExercisesPublish DashboardWhere to find more information

Agenda

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Navigation for Practicewww.winshuttleacademy.comUsername: Your email addressPassword: Training11. Click 2. Click session title3. Select item to practice

(wait a few seconds for it to load)4. Click Standard Tutorial

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• Enter SQL Server Name• Enter the Workflow Database name

• Use your Windows credentials to connect, aka current credentials• Or you can use a database id/password

Power BI – Exercise 1 Data SourceSelect Get Data from the Home Tab & select SQL Server

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• You will see a list of tables & views to select• Select AssignmentView and click LOAD

Power BI – Exercise 1 Data Source

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• After you have a datasourcewith data, you can optionally edit it• Recommend removing columns with Form XML

• Example: MiscInfo• Scroll to far left, click on column title, right click and Remove

Power BI – Exercise 1 Data Source - OPTIONAL

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• When done, click Close and Apply • You’ll now have a list of fields from the table, view or query

Power BI – Exercise 1 Data Source - OPTIONAL

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Power BI focus is whatever you have clicked on last, so to add something, click in the workspace where you don’t have anything• Select Pie Chart

• Find ProcessDefName in the list of fields • You can filter by typing part of the name

Power BI – Exercise – 2 Pie Chart

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• Drag ProcessDefName to the Legend property of the Pie chart or use the checkbox


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Add a new column to the Fields under AssignmentView to calculate Actual Duration in Hours• Right click on AssignmentView and choose New column• Enter the formula

• The formula builder will assist you as you type


Actuation Duration = DATEDIFF(AssignmentView[AssignedDate],AssignmentView[CompletionDate],HOUR)

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• Drag or select Actual Duration from the field list into the Values property of the Pie Chart• Click on down arrow next to Actual Duration & choose Average


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• See your Pie Chart• As you mouse over you’ll see the average duration (in hours) for the entire process• The larger the “slice” the longer the average duration


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To setup drilldown• Click on the pie chart to set focus• Add additional fields to the Legend, like: ActivityName and AssignmentActor

• You now have drilldown capabilities• Note that when drilldown is on, clicking on a visualization, like a pie chart slice will not filter other visualizations

Power BI – Exercise – 2 Pie Chart - Optional

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Toggle drilldown on and off via the top right down arrow• If its transparent – it’s off (default)• If it’s dark – it’s on


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See drilldown in action• Click on a process (pie wedge) – see tasks• Click on a task (pie wedge) – see actors


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To go back up a level, click on the up arrow on the top leftPower BI – Exercise – 2 Pie Chart - Optional

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• Click away from the Pie chart we just added to change focus• Select Clustered Column chart from Visualizations

• Find AssignmentActor in the fields and add it as the Axis

Power BI – Exercise – 3 Bar Chart

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• Find Estimated Duration and add it as a Value• Find Actual Duration (the column we added) and add it as a Value


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• View your Bar Chart comparing estimated duration to actual duration (in hours)Power BI – Exercise – 3 Bar Chart

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Note now that you have two visualizations• If you click on a slice of the pie chart, it will highlight the relevant data in the bar chart, and vice versa• Try it for yourself – below I clicked on a Process (the Yellow slice) in the pie chart and it bolds the bar chart that is relevant to the selected Process


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The AssignmentView view has a lot of different types of “assignments” in it, so we need to filter which we want to see displayed in the report.Find AssignmentTypeDescription in your list of fields

Power BI – Exercise – 4 Report Filter

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• Under Visualizations, scroll down to Report Filters• Find report filters and add AssignmentTypeDescription

• Mouse over that field and click the down arrow to select values • Unselect All and choose

• Approval• Task


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• All of your visualizations and data will now be limited to “active” tasks, such as Tasks and Approvals• All pages of your report, if you have multiple pages, will be filtered automatically


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• Slicers allow consumers of the reports to filter the data dynamically• They are page specific, so filters in page 1 do not affect page 2, and vice versa• Slicer workflow examples

• Slice by forms site, i.e. forms/hr vs forms/fico vs forms/masterdata• Slice by date range• Slice by process• Slice by person and/or role• Process or Assignment Status• etc

Power BI – Exercise – 5 Slicers

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• Click outside of any of the visualizations you’ve added so far• Add a slicer

• Find ContextPath in your list of fields and add it as the Field for this visualization


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• It will default to a List like this:• You can change it to a dropdown by clicking on the down arrow highlighted above and choose dropdown

• Then you will see a dropdown list


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• Slicer have properties• Go to visualizations and click on properties (looks like a paint roller)


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• Expand Selection controls• Click on Select all on right to turn ON• Click on Single Select to turn OFF

• Selection Controls should now look like this:

• This enables you to select all forms sites, or select one or several

• All of the visualizations on that page will now be filtered


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• Click outside of any of the visualizations you’ve added so far• Add another slicer

• Find AssignmentDate (or CompletionDate) in your list of fields and add it as the Field for this visualization


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• Slicers with Date fields have different displays and options• Default display is a date range (aka Between)

• You can change the range by picking dates, typing dates or dragging where the start and end date are on the continuum

• Date slicers can be • Between, Before, After, List, Dropdown


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• If you want to include the “raw data” in a table, you can either add it to the page or create another page. • To create another page, click + on the bottom next to Page 1• Add a table control to the page

• Expand it to the size you desire

Power BI – Exercise – 6 Add Page with Table

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• Click on the table and go to visualization options• Drag or select fields you wish to add• Some suggestions include:

• ProcessDefName – workflow name• ProcessName - workflow instance name• ActivityName – task name• AssignmentActor – who is doing the task• Dates – AssignedDate, DueDate, CompletionDate• EstimatedDuration and if you added the column, Actual Duration


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• When adding dates, you will see a number of extra columns – called the Date Hierarchy• Year, Quarter, Month, Day show underneath the date to enable roll-ups

• If you just want the date, click on the down arrow next to AssignedDate and choose AssignedDate


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• Example:

Note – Actual duration is often 0 above because this was run against a demo system where we complete tasks in less than an hour


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Agenda

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• Create workspace, as needed:Power BI - Publishing

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• In Power BI Desktop, Select Publish from the Ribbon

• Publish• Sign into Power BI Service • Workspace – select & publish

Power BI - Publishing

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• When you view your new report in the workspace, you can pin it to a Dashboard

• Choose Dashboard or create a new one

Power BI – Publishing: Create Dashboard

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• Once you have published and pinned to a dashboard in your workspace, you will see something like this:• Dashboards to view the Reports• Reports that were published• Datasets that are comprised of the data sources for each report

Power BI – Publishing: Reports, Dashboards, Datasets

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• Refresh Datasets

• Right click on a Dataset and get the option to• Refresh now or • schedule a refresh

Power BI - Datasets

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• Schedule Refresh• You’ll need a personal gateway running or a corporate data gateway• You’ll need to specify credentials to connect to your datasource(s)• Turn on scheduled refresh• Specify frequency• Specify Time zone• Specify Time(s)

Power BI – Schedule Refresh

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Agenda

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• Download Desktop https://www.microsoft.com/en-us/download/details.aspx?id=45331• Download Gateway (for refreshes) https://go.microsoft.com/fwlink/?LinkId=698861• Documentation https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-get-the-desktop/• Youtube tutorials https://www.youtube.com/watch?v=tHqdUdzpBng&list=PL1N57mwBHtN0JFoKSR0n-tBkUJHeMP2cP• Licensing/Pricing – Power BI Desktop is free – license types dictate limitations in publishing/sharing reports/dashboards

• https://powerbi.microsoft.com/en-us/pricing/• https://products.office.com/en-us/business/compare-more-office-365-for-business-plans

Power BI Links

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Example Dashboards

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• Contact Sales to engage Winshuttle Servicesor• Contact Winshuttle Partners who have other offerings

For Assistance

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Questions?

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Other Resources

twitter.com/winshuttlefacebook.com/winshuttle

linkedin.com/company/winshuttle

support.winshuttle.comwug.winshuttle.com

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Thank You!

WUG 2017-Dashboard Creation in Power BI€¦ · wzlwwhu frp zlqvkxwwoh idfherrn frp zlqvkxwwoh...

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