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Creating a Configuration Management Dashboard to show Percent of Change Over Time in PowerBI

Last modified: November 21, 2019
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Estimated reading time: 4 min


Creating a Configuration Management Dashboard to show Percent of Change Over Time in PowerBI


In this article you will use PowerBI to create a dashboard with Configuration Management to show % of change over time. This dashboard will have drill-down capabilities and provide you with important metrics that will increase the understanding of the specific strengths and weaknesses in each area of business.

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This video provides step-by-step instruction, or you can follow the steps listed here.

Step 1: First, open up your multidimensional database (MDB)

Step 2: Scroll down and select a ‘CMDB – Snapshot’ cube

Step 3: Select ‘OK’

Step 4: Now right click the page called ‘Page 1’. We’re going to create a few different folders to showcase the change over time metric.

Step 5: Now that we’ve right-clicked, select ‘Rename Page’

Step 6: We’re going to rename the folder to ‘CMDB Growth by Category’

Step 7: Now click to add a new folder

Step 8: Rename the page in the same manner as the previous.

Step 9: Change the name to ‘Data Quality Over Time’

Step 10: Follow the same process and rename the final page ‘2 Layer Composition’

Step 11: Switch back to the first page

Step 12: Now we need to bring in a new visualization, and we can do that by selecting the ellipsis icon, ‘Import a custom visual’

Step 13: Select ‘Import from marketplace’

Step 14: Now select the search bar and type in ‘relative variance’

Step 15: Select the middle selection, ‘3AG Systems – Bar Chart With Relative Variance’

Step 16: Select ‘OK’ in the pop-up

Bar Chart with Relative Variance

Step 17: Now open up the bar chart we just created

Step 18: Resize the chart into whatever size is best for you

Step 19: Click on the search bar and type in ‘total’

Step 20: Now select ‘Total Configuration Items’

Step 21: Now delete ‘total’ and type in ‘categor’

Step 22: Select ‘Product Categorization Tier 2’

Step 23: Now go back into the search field and delete ‘categor’

Step 24: Now let’s go into the next page by selecting ‘Data Quality Over Time’

Step 25: Now open up the ‘CMDB – Snapshot (Measures)’ folder

Step 26: Now open up the ‘Performance Metrics’ folder

Step 27: Select the field ‘Percentage of Cis Meeting Disaster Recover Requirements’

Step 28: Go up to the search field and type in ‘month’

Step 29: Select the ‘Month.Value’ field

Table

Step 30: Resize the column chart to whatever is best for your dashboard. Now open up a ‘Table’

Step 31: Go back to the search field and delete ‘month’ to type in ‘name’

Step 32: Select the ‘CI Name’ field

Step 33: Go back to the search field and delete ‘name’ to type in ‘serial’

Step 34: Now select ‘Serial Number’ field

Step 35: Go back to the search bar again delete the ‘serial’

Step 36: Now back in the main folder system, open the ‘CMDB’ folder

Step 37: Now pick ‘Hierarchy – Product Categorization’

Step 38: Go back to the search bar and type in ‘total’

Step 39: Select the field ‘Total Configuration Items’

Treemap

Step 40: Now we can change our visualization to a ‘Treemap’

Step 41: Now delete ‘totals’ from the search field and type in ‘category’

Step 42: Scroll down and select ‘Product Categorization Tier 2’

Step 43: Now that this dashboard is finished, we need to get a ‘Mekko Chart’ from the marketplace. Select the ellipsis symbol under ‘Visualizations’

Step 44: After clicking on it, select ‘Import from marketplace’

Step 45: Select the search field once the marketplace opens up

Step 46: Type ‘mekko’ into the search field and select ‘Add’ on the ‘Mekko Chart’ visualization that comes up

Step 47: Select ‘OK’ in the pop-up

Step 48: Now go to the bottom of the dashboard and select our next page, ‘2 Layer Composition’

Mekko Chart 3.1.2

Step 49: Now we’re going to open up a ‘Mekko Chart 3.1.2’

Step 50: Resizing the chart makes it easier to see

Step 51: Now go back to the search bar and delete ‘category’. Then type in ‘total’

Step 52: Now select ‘Total Configuration Items’

Step 53: Now go back and select the search bar and delete ‘total’. Then type in ‘category’

Step 54: Now select ‘Product Categorization Tier 2’

Step 55: Now select ‘Product Categorization Tier 2’

Slicer

Step 56: We’re going to move the Mekko one more time to make room. Now, to show a way to filter out data. One way to do it is by using our next visualization, a ‘Slicer’

Step 57: Make sure to resize the slicer in whatever way is best for you

Step 58: Now go back to the search bar and delete ‘category’ so we can go back to the main page of ‘Fields’

Step 59: I’m going to close the ‘CMDB’ folder to make things a little easier to see

Step 60: Now open up the ‘Time’ folder

Step 61: Now select ‘Date.Value’

Step 62: Now go to the top right corner of the slicer to select it

Step 63: Select the bottom selection, ‘Relative’

Step 64: Select the center field

Step 65: Now select the rightmost field

Step 66: Select the field ‘Months’

Step 67: Now all the data is filtered in the way we want, and we can drill down further to see more details

 


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