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

Uploading the file to the Power BI site


Now that we have access to our Power BI for the Office 365 site, let's upload our sales productivity Power BI Designer file. To do this, we need to make sure that we are able to access the file locally.

Here is how you upload a Power BI Designer file to the site:

  1. In the main site page window, select the Get Data link located in the bottom-left corner and select the Files option:

  2. Once on the Get Data screen, select Local File. Files can also be stored in a Business or Personal OneDrive location:

  3. Once the site page window changes to the Power BI Designer file.

  4. After the Choose File to Upload window opens, browse to the Sales Productivity.pbix Power BI file to begin the upload:

  5. Once the file upload is complete, navigate back to My Workspace and locate the new Sales Productivity entries under Dashboards, Reports, and Datasets on the left-hand side of the site page before the Get Data link:

  6. Select the Reports heading to open the first report. Open the page...