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Install Power BI template

Note: A Workgroup license or higher is required for access to this feature.

 

Before you can start to install the Power BI template, follow the steps below to create SQL views on the SQL CDR Database. Installing the template itself is done in Microsoft Power BI Desktop.

Create SQL views for Power BI

  1. Open Microsoft SQL Server Management Studio (SSMS) Learn More - Microsoft
  2. Connect to Server / Instance where the UCC A Unified Contact Center, or UCC, is a queue of interactions (voice, email, IM, etc.) that are handled by Agents. Each UCC has its own settings, IVR menus and Agents. Agents can belong to one or several UCCs and can have multiple skills (competencies). A UCC can be visualized as a contact center “micro service”. Customers can utilize one UCC (e.g. a global helpdesk), a few UCC’s (e.g. for each department or regional office) or hundreds of UCC’s (e.g. for each bed at a hospital). They are interconnected and can all be managed from one central location. Database is located.
  3. Navigate to the UCC Database
  4. Right Click Database
  5. Select New Query
  6. Paste the SQL code from the Power BI Template package, the SQL queries (.sql file) can be found in the folder where the template itself is (.pbit file).
  7. Execute the Query (F5)

 

Power BI Desktop

  1. Download and Install the latest Microsoft Power BI Desktop. Learn More - Microsoft
  2. Open the Anywhere365 Power BI Template [ .pbit file from template package]
  3. Enter Server \ Instance URL
  4. Enter Database name
  5. Select the filter method
    • By default all data will be loaded into the template
  6. Fill the previous days parameters
    • This parameter cannot be zero, even if the filter parameter is left to default.
  7. Choose if you want caller and/or agent or neither to be reported anonymously.
  8. Choose if you want to load the presence and/or call detail data. This can limit the data load but will disable the possibility to report on that data (see note below).
  9. Load the template
  10. Log on to the selected database
Note: Power BI Desktop is updated on a monthly basis. Only the most recent version is supported. See Power BI Desktop application details for the most recent version.
Note: You can choose to not load presence and/or call data, to improve data load efficiency. However, this information will not be able to be included in reports.

Deploy

Prerequisites

  • Power BI Template from 8.2 is dependent on the most recent Power BI Desktop version.

  • SQL or Organizational account with access to connect to the Anywhere365 SQL Server.

 

Installation

The template can be requested via the support portal or partners can download it from the partner portal

  1. Open the Power BI template file

  2. Enter Server \ Instance URL

    Note: Format FQDN FDQN stands for Fully Qualified Domain Name and specifies the exact location in the tree hierarchy of the Domain Name System (DNS). An example for [hostname].[domain].[top level domain] is [www].[microsoft].[com]\Instance

  3. Enter Database name

     Tip: You can use the setting "CDRConnectionString" to get the information.

    Example: Data Source=sqlserver.domain.net\UCC;Initial Catalog=UCC;Integrated Security=True

  4. Choose a Subscription range. If you don't want a dynamic range of data for a subscription, leave the parameter as default (All Time).

  5. Choose if you want caller and agent data to be anonymous

     Tip: These parameters can be changed at any time after the set up

  6. If this is your first time connection to this server enter credentials

    1. Use tab Windows for Windows account

    2. Use tab Database for a SQL account

After connecting to the datasource and loading your Anywhere365 Dialogue data into the Power BI template, the template will change to a regular Power BI file (.pbix). Saving the file will ensure that the retrieved data will be saved with the report. In case of sharing, the data will be shared with it

 Tip: If encountering issues with connecting, please check Operation Basics for more information.

 

  1. Open Power BI
  2. Select "Get Data"
  3. Select "SQL Server"
  4. Enter Server \ Instance URL
    1. (Optional) Enter Database name
 Tip: You can use the setting "CDRConnectionString" to get the information.

Example: Data Source=sqlserver.domain.net\UCC;Initial Catalog=UCC;Integrated Security=True

  1. If this is your first time connection to this server enter credentials
    1. Use tab Windows for Windows account
    2. Use tab Database for a SQL account
  2. Select the created view
  3. Select Load
  4. Select DirectQuery
  5. Select Ok
 Tip: If encountering issues with connecting, please check Operation Basics for more information.