Dialogue Cloud

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.