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Northcraft Introductory User Reporting: Power BI™

Last modified: May 24, 2019
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Estimated reading time: 3 min


How to use this Guide


This guide has been designed to provide basic regarding Northcraft Analytical Application for IT. Here are some things to remember:
Action items are shown in a different font, as in the following example:

Click on OK to save your work.

Words that are defined or reference specific screen components are shown in bold, as in:

A book is a collection of pages bound together.

Keys that you need to press together are designated with a slash between the key names, as in:

Shift/Tab

Important items contain information you need to know. They are shown in italics.


Analytical Application for IT Reporting


Before You Begin

This document describes how to create reports from your IT Support & Operations data using the Analytical Application for IT ad-hoc reporting tool.

First, we will show you how to connect Power BI to Northcraft (multi-dimensional SSAS data source) on the server.

There are two steps you need to accomplish to create your first report:

  1. Establish a connection to SQL Server Analysis Services (SSAS) with the Northcraft BI Solution i.e. Incident Management, and access the SSAS server
  2. Create a report with basic visualizations.

There are prerequisites that must be fulfilled prior to using the reporting tool so please review the
Prerequisites carefully.
The reporting instructions assume you are proficient with PivotTables. If not, please refer to Excel PivotTable under Prerequisites.

Prerequisites

The following two prerequisites must be fulfilled prior to following the reporting instructions

  • You must be granted rights (typically Active Directory) on the Analytical Application for IT SQL Server Analysis Services (SSAS) server. Please contact your Administrator for this access.
  • If you are using a version prior to Excel 2013, please let us know, as the features may differ slightly.

!!! You may want SharePoint, Cloud-Based or ServerBased Data Sources deployed – Please contact Northcraft support before creating production data source files! (Support information at the end of document.)


Connecting Power BI To A Data Source


Establish a Connection from Power BI™ to Northcraft

This video from our YouTube channel is a demonstration of how to execute this step:

Step 1: First, open Power BI™ desktop

Step 2: Next, select ‘Get data’

Step 3: Select the applicable database

Step 4: Select ‘Connect’

Step 5: In the dialogue box under ‘Server’ type: <yourservername>

Step 6: Select ‘OK’

If you receive an error message after doing this, it is likely that you have a problem with your Active Directoryconfiguration. For more help, contact Northcraft Analytics support by calling

(+1) 800 565 1375

or by email using:

support@northcraftanalytics.com


Creating A Report With Basic Visualizations In Power BI


 

Step 1: Open Power BI™ and a new worksheet will open up. If you need to establish a connection, follow steps 1 through 6 above.

Step 2: In this first example, you will create a Tree Map widget. Search ‘total’ in the fields menu and select ‘Incidents Total’.

Step 3: Select ‘Treemap’ from the visualizations field

Step 4: Search ‘group’ under the ‘Fields’ menu and go down to select ‘Assignment Group’ under INC – Incident Management

Step 5: Drag the field out to make it more visible by using the bottom left corner of the widget

Step 6: In this second section, we will create a table widget. Open a new ‘Table’ visualization

Step 7: Select ‘Short Description’ from under INC – Incident Management in the ‘Fields’ menu

Step 8: Drag the selection into the table

Step 9: Go to ‘Import a custom visual’ under the ‘visualizations’ menu

Step 10: Select ‘Import from the marketplace’

Step 11: Search for the Word Cloud and select ‘Add’

Step 12: Select ‘OK’ in the Import custom visual window

Step 13: Select ‘WordCloud’ under the ‘Visualizations’ menu

Step 14: Finished!
While creating these visualizations, try and keep this order in mind:

  1. Drag and drop applicable measures and dimensions into the needed fields
  2. Select the desired visualization

Support Information


Support by website

You can obtain technical support from Northcraft Analytics 24 hours a day, 7 days a week at https://northcraftanalytics.desk.com. From this website, you can:

  • Find the most current information regarding Northcraft Analytics products.
  • Manage your account information
  • Upload documents for content sharing exchange.
  • View shared documents from other users.
  • Order or download product documentation.
  • Download products and maintenance releases.
  • Report an issue or ask a question.

Support by telephone or email If you need technical support either by phone:

Call (+1) 800 565 1375

or by email using:

support@northcraftanalytics.com

 

Every effort has been made to make this as complete and as accurate as possible, but no warranty or fitness is implied.

The information is provided on an “as is” basis. The author and Northcraft Analytics, LLC, shall have neither liability nor responsibility to any person or entity with respect to any loss or damages arising from the information contained in this manual or from the use of the discs or programs that may accompany it.

Copyright © 2010 Northcraft Analytics LLC. All Rights Reserved.

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