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

The cluster column chart


So far, we have added basic charts and tables with the Dynamics CRM queried dataset. Now, let's add a little more substance with a clustered column chart based on the pivoted sales dataset.

Note

In general, column charts are great to measure sales revenue. They are probably the commonly used visualization in Excel and Dynamics product lines.

With this chart, we should be able to see the sales revenue numbers split up across the individual practices by Sales Stage. This report will be very helpful to see the holistic view of the sales performance across each practice:

Cluster Column Chart Pipeline Phase by Practice

For our sales productivity dashboard, we need to add a new report with a cluster column chart that shows Practice Revenue by Sales Stage.

Here is how it is done:

  1. Add a new page to your report for Cluster Column Chart, navigate to the top main menu, and select New Page.

  2. Navigate to the Fields and Filters area on the left-hand side of the form window and select Develop...