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
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’
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’
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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