How to build a Request Management Dashboard in PowerBI
In this article, you will create an introductory Request Management dashboard. These visualizations are customizable with a simple drag and drop of data that’s already been organized for you. In this example, we will go over a few widgets that make communicating insights about data simple and efficient.
To learn more about Northcraft, take a look at our Resources page.
This video provides step-by-step instruction, or you can follow the steps listed here.
Step 1: On the right side menu, select the ‘Card’ widget. (If you don’t already have a connection to a server, see our Power BI User Guide)
Step 2: In the metadata search bar, search ‘Total’ and Select total ‘Service Requests’ under the ‘Counts’ folder.
Step 3: That’s it for this card. Here’s the end product.
Key Performance Indicator
Step 4: On the right side menu, select ‘KPI’
Step 5: Select the ‘Service Request Management’ folder
Step 6: Select your value and goal from ‘Average Hours to Close’
Step 7: In the data tab, select ‘Submit Date’ > ‘Year’
Step 8: This is your initial KPI, but the fact that average hours to close is lower is good, so we’re going to customize this in the next step
Step 9: First, under visualizations, select ‘Format’
Step 10: Scroll down in that menu and select the ‘Color Coding’ drop down menu
Step 11: Select ‘Low is Good’
Step 12: This will switch the color coordination, and now you have a finished KPI
Step 13: Just to add another way to visualize some data, you can add an additional card or two. For this one, we’ll follow steps 1-3 again, but choose a different count: ‘Percentage of Service Requests Completed’ and ‘Percentage of Service Requests That Are Change Requests’, using the meta data search tab to find what you need.
Step 14: On the right side menu, select ‘Treemap’
Step 15: In the meta data search tab, search for ‘Percentage of Service Requests Completed’ and select that field
Step 16: In the meta data search tab, search for ‘Summary’ and select that category
Step 17: Next, search for and select ‘Service Requests Total’
Step 18: You’ve finished your tree map. Remember, you can always adjust the layout of your dashboard by moving the widgets with a left mouse click
Line and Stacked Column Chart
Step 19: On the right side menu, select the ‘Line and Stacked Column Chart’
Step 20: Add total service request count to the widget
Step 21: Open the submit date folder
Step 22: Select the ‘Month’ measure of date
Step 23: Select the value of ‘Percentage Service Requests Completed’
Step 24: In the menu on the right, select the ‘Table’ widget
Step 25: Search and select ‘Service Request ID’
Step 26: Select ‘Status’ from the Service Request Information folder
Step 27: Finished
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.