Dialogue Cloud

Install Power BI template

Note Workgroup license and higher


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


Create view for Power BI

  1. Open Microsoft SQL Server Management Studio

  2. Connect to Server / Instance where the UCC 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.

    Note: Select the Core version that is applicable for your setup.

  7. Execute the Query (F5)


Power BI Desktop

  1. Open the Anywhere365 Power BI Template [ .pbit file from template package]

  2. Enter Server \ Instance URL

  3. Enter Database name

  4. Select the filter method

    • By default all data will be loaded into the template

  5. Fill the previous days parameters

    • This parameter cannot be zero, even if the filter parameter is left to default.

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

  7. 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

  8. Load the template

  9. 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.