How to use this Guide
This guide has been designed to provide basic information regarding the 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:
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:
- Establish a connection to SQL Server Analysis Services (SSAS) with the Northcraft BI Solution i.e. Incident Management, and access the SSAS server
- Create a report with basic visualizations.
There are prerequisites that must be fulfilled prior to using the reporting tool so please review the
The reporting instructions assume you are proficient with PivotTables. If not, please refer to Excel PivotTable under 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 (for instructions, look below the video).
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:
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:
- Drag and drop applicable measures and dimensions into the needed fields
- Select the desired visualization
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:
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.