Install Power BI template

Create view for Power BI

  1. Open Microsoft SQL Server Management Studio
  2. Connect to Server / Instance where the UCCUCC stands for Unified Contact Center and consists of a queue that can be handled by Agents Each Contact Center has its own settings, interactive voice response questions and Agent with specific skills. Agents can be member of, or sign up to, one or more Contact Centers. 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 can be found in the installation folder. Please select the CoreThe Core is the center of Anywhere365. It manages all the Dialogues. version that is applicable for your setup:.
  7. Execute the Query (F5)

 

Connect Power BI to Anywhere365 View

  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

 

(Alternative) Start building with the Anywhere365 Power BI Template

Prerequisites

  • Power BI June 2019 Update or later. Template might not work correctly without this update. Version might differ per Template version.
  • SQL or Organizational account with access to connect to the Anywhere365 SQL Server.

 

Installation

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

  1. Open the Power BI template file
  2. Enter Server \ Instance URL
  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

 

  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

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 save 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.