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How to build a Request Management Dashboard in PowerBI

Last modified: November 21, 2019
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Estimated reading time: 2 min

 


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.

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

Card

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

Card

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.

Tree Map

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’

Table

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

 


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