Create Power BI CallBack Wallboard

Introduction

You can use Power BI Streaming Datasets to create your own real time wallboard. For example to monitor the callbacks.

 

Create Streaming Dataset

The first step is to setup a streaming dataset.

  1. Go to the Power BI portal: https://app.powerbi.com
  2. Go to the Workspace where you want to create the dataset.
  3. Select "Create", "Streaming dataset"

  4. Select "API"
  5. Give the Dataset a name, for example CallBackWith CallBack the customer can leave his / her number to be called back by an available agent during business hours. Wallboard
  6. Add the following values:
    1. datetime - DateTime
    2. total - Number
    3. completed - Number
    4. todo - Number
    5. retries - Number
    6. queuename - Text
  7. Select "Create"
  8. Copy the "Push URL" for the next part.

 

Configure Scheduled Task

The next step is to automatically push data to the streaming dataset.

  1. Request the PowerShell scripts from the supportdesk
  2. Copy the files to "c:\program files\anywhere365\scripts\CallBackWallboard"
  3. Edit "PushCallbackWallboard.ps1":
    1. $endpoint = Push URL from previous part.
    2. $siteUrl = SharePoint Config page URL
    3. $libary = outbounddialercalls
    4. $spusername = domain\username of account with read permissions
    5. $sppassword = Password of the account
  4. Save the file
  5. Open "Task Scheduler"
  6. Create New Task
    1. General
      1. Name = For example "CallBack - PowerBI"
      2. Change Security options to "Run whether user is logged on or not"
    2. Trigger, add "New"
      1. Set to Daily
      2. In Advanced settings, check "Repeat task every: 5 minutes for a duration of: Indefinitely
    3. Actions, add "New"
      1. Program/script = Powershell.exe
      2. Add arguments = "-ExecutionPolicy Bypass C:\program files\anywhere365\scripts\CallBackWallboard\PushCallbackWallboard.ps1"
  7. Press "OK" and enter credentials to run the script.

 

Create Callback Dashboard

Now that the Streaming Dataset is receiving live data, it is time create the dashboard.

  1. Go back to the Power BI portal
  2. Select "Create", "Dashboard"
  3. Give the Dashboard a name, for example CallBack Wallboard
  4. Select "Add Tile", below some examples:
    1. Total
      1. Type = Card
      2. Field = total
    2. Completed
      1. Type = Card
      2. Field = completed
    3. Queue
      1. Type = Gauge
      2. Value = completed
      3. Maximum value = total
    4. Timeline
      1. Type = Line chart
      2. Axis = datetime
      3. Values = total, todo, completed