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How to Build a Basic Service Request Management Dashboard in PowerBI

Last modified: November 26, 2019
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Estimated reading time: 2 min


How to Build a Basic Service Request Management Dashboard in PowerBI


In this article you will learn how to make a dashboard that visualizes service request task management to make data accessible to a client. You’ll also learn how to use a helpful and very simple new feature of Power BI.

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

Or you can follow these steps:

Card

Step 1: Go ahead and select the card widget from the visualizations menu

Step 2: For this card, search and select ‘Service Request Tasks Total’

Card

Step 3: Put another card at the top to follow our best practices for dashboard creation, the aggregate data visualizations go at the top and search and select ‘Service Request Tasks with No Assignee’

KPI

Step 4: Next, we’ll input data in a KPI widget. Select ‘KPI’ from the visualizations table

Step 5: Add a value and goal from ‘Median hours to fulfillment’

Step 6: For the trend axis, use ‘months’

Card

Step 7: Select one last card from the visualizations menu

Step 8: Search for and select ‘Percentage of Service Request Tasks Meeting SLA’s’

Clustered Column

Step 9: In the middle, as usual, you’ll put the time series analysis. Select ‘Clustered and Column’ and use the ‘service request tasks total’ measure

Step 10: Look at those requests month-to-month by selecting ‘Months’ under ‘Closed date’

Tree Map

Step 11: You can also select the needed data before you select the type of visualization if needed.

Step 12: Next, we’ll use ‘service request tasks total’ again

Step 13: After that’s selected, go ahead and select ‘Priority’

Step 14: With that done, you’ll notice that it selected a suggested widget for you.

Step 15: Select the ‘Tree Map’ widget in order to change the data to a new visualization

Table

Step 16: Lastly, for the granular level, place a table at the bottom of the dashboard

Step 17: Now, add a few columns to it. Select ‘Number’ and ‘Date’

Step 18: Select ‘Priority’

Step 19: And now you’re all done

 


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