Book Image

Building Dynamics CRM 2015 Dashboards with Power BI

By : Steve Ivie
Book Image

Building Dynamics CRM 2015 Dashboards with Power BI

By: Steve Ivie

Overview of this book

<p>Dynamics CRM 2015 holds a wealth of information about customers and the sales pipeline, but sometimes leaves users with basic end-user reporting and dashboard options. Power BI is a great new tool for analyzing and presenting data, giving us the ability to dig deeper into the information. With the increased requests for real-time sales analytics, Power BI when connected to Dynamics CRM offers a self-service approach to build, shape, and present data through an easy-to-use interface. The set of features within Power BI will give all users a tool to generate real-time sales productivity reports and dashboards to enhance their sales performance.</p> <p>This book will provide you with the skills you need to learn how to build and present Dynamics CRM 2015 sales dashboards using Power BI. It follows a step-by-step process to build an interactive dashboard by organizing and consolidating datasets, improving the look and feel of graphs, charts, and maps, and enhancing data clarity with filters and slicers.</p> <p>By sequentially working through the steps in each chapter, you will learn how to use the Power BI Q/A functionality to query data in the dashboard, extend the dashboards to the mobile apps for the iPad and Surface, and leverage the pre-built workbook template provided by Microsoft for Dynamic CRM 2015 sales, service, and marketing dashboards.</p>
Table of Contents (18 chapters)
Building Dynamics CRM 2015 Dashboards with Power BI
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Pivot columns


At another time, you may need to pivot columns so that you can aggregate values for each unique value in a column. For example, if you need to know how many opportunities are there in each stage and what the total amount is for each stage, you may use a pivot table. Just like Excel, the Power BI Designer works the same way.

To build a good example for this, use the Pivot by Sales Stage dataset we created earlier. The new dataset needs to eventually show the count of opportunities and total amounts by Sales Stage.

This is how you do it:

  1. Open the Pivot by Sales Stage dataset in the query window and select the column that you want to pivot from. In our case, this will be the Sales Stage column.

  2. After you have the column selected, navigate to the Transform | Pivot Column tab from the main ribbon to open the pivot window:

  3. Once the Pivot Column window appears, it will show you the column that you will use to pivot the data on. Select Estimated Amount from the Values Column pick list....