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

Editing reports within the Power BI site


Now that we have the Sales Productivity reports loaded on the site, let's take a look around and see the editing options that we have. There is a column out of order on the Sale Productivity report with the Customer Receivable table on it. We need to move the Open Revenue column to the left-hand side of Current Amount.

Let's take a look at an example of how we do this by editing this report using the Power BI for the Office 365 site:

  1. In the main site page window, select the Sales Productivity link under Reports on the left-hand side of the site page above the Get Data link. The first report page will be displayed in the window:

    Sales Productivity Report uploaded to Power BI site with ERP information

  2. In the site window, select the EDIT REPORT menu link from the top of the page. Once the link is selected, we will be in the equivalent of a Power BI Designer Page except now using the web version. We have the same options as the Power BI Designer tool, but...