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

Adding slicers


Using filters is a nice way to carve up the report data, but to give users the ability to review scenarios the way they want to write on the report itself could be a better option. Filters can be applied to Power BI-queried datasets, report pages, and individual report visualizations, but a slicer is a chart type that is only used on individual report pages.

For example, a sales manager using the Sales Revenue report may want to view the data by Practice and Salesperson in different scenarios directly from the report page to ensure that the results are meaningful. Slicers are the best option for this.

Here is how we add slicers for Territory and Salesperson to the Sales Revenue report:

  1. On a Sales Revenue report page, drag the Territory field from the Map Revenue dataset (located under Fields | Filters) to the report.

  2. Next, change the type of visualization to slicer by selecting the filter icon, , in the main menu or the quick menu by right-clicking on the visualization.
  3. Once...