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Anonymous's avatar
Anonymous
Not applicable
5 years ago
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How difficult would this setup be to make?

Hello,

I have an issue that I want to make a report, but I'm not sure how feasible it is for me to create. I have never created a report or dashboard or anything. I just spent a few hours toying around with it now to test it.

The problem is I work in very large business, but there is basically only 1 guy here that can make BI reports. Which means he has a huge backlog and I'll get my report in 3 months time. 

I'm the teamleader together with another guy and we work with customer service and sales. What we want is basically a report where our operators see their own performance numbers. So we an they can track their own progress an performance. And so we can take action and measures to improve the departement. We have different KPI's that we measure such as sales, availability on the phone, NPS, average handling time, number of calls etc. And to be able to see that for day, week, month, quarterly etc.

So I know this is possible since we have similar systems in place in other departements, but instead of waiting these months we want to make it ourself, because we need it asap. 

What I think is a challenge for us is that we obviously use different systems to collect these data. Genesys delivers our phone data, different system for NPS, and sales go through powerapps/sharepoint. All of the produce reports daily, but how easy would it be to intergrate them into reports from different sources for us newbies?

So like I said we know its possible to make, but how easy/hard would it be for someone with limited knowledge(pr now at least) with powerbi to make something like this ourselves? 

4 Replies

  • Hi Anonymous 

     

     

    This is something that Power BI can do. And with your limited knowledge I would suggest starting simple. This will allow you to learn Power BI and also enable you to tick off a lot of small steps instead of trying to do it all at once.


    I would start with a system that is easy to understand, easy to get the data and easy KPIs.

     

    Then import this data into Power BI and then create the data model and associated measures.

     

    Power BI is a very broad topic and it will take some time to learn how to use it and to get it working the way you want it to work. Just hang in there, and use the community to ask questions when you get stuck.

     

    Good luck.

  • Anonymous , You can bring in Data in power BI from different sources. Some of those have direct connectors.  There is long list, You can check.

    You need to have a specific calculations or visuals in mind to know what is possible and what is not. Are they nice to have and must have.

     

    Modeling play a roles in Power BI.

    So refer : https://www.sqlbi.com/blog/marco/2017/10/02/why-data-modeling-is-important-in-powerbi/

    https://www.sqlbi.com/articles/the-importance-of-star-schemas-in-power-bi/

     

    Power bi Doc: https://docs.microsoft.com/en-us/power-bi/

     

    Beginner Series: https://www.youtube.com/watch?v=wvsAzTqSDVg&list=PLPaNVDMhUXGaaqV92SBD5X2hk3TMNlHhb

     

    If you can very specific question, we can help more

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Anonymous ,

     

    As the official document introduced,Power BI could let you easily connect to your data sources, visualize and discover what's important, and share that with anyone or everyone you want.

     

    There are several documents which might be helpful to refer to:

    What is Power BI?

    Get started with Power BI Desktop

     

    Best Regards,
    Eyelyn Qin
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Anonymous ,

     

    Could you tell me if your problem has been solved? If it is, kindly Accept it as the solution. More people will benefit from it.

     

    Best Regards,
    Eyelyn Qin