Power BI Template User Guide

Welcome to the Dashboard

Once you are connected, you will land on the Dashboard page. This page consists of three parts:

  • Report navigation: Navigate easily between reports with the blue menu buttons on the left, that will highlight the report page you are currently on.
  • Dashboard view: : A quick overview of the performance of all (selected) UCC’s in the chosen database. The Dashboard provides you with the major Key Performance Indicators presenting the SLA (service level agreement) circle which contains the trend indicator (so much percent up or down) compared with a previous period, the handle rate and information about the Dialogue Volume statistics among others.
  • Filters: Expand the filter area to the right to apply filters on visual, page or report level. Use the button "Clear filters" on each filter option to set back filters and show the full range of data.

 

Template Versions

Version 8.0x or lower: Other filter options can be found behind the button on the right side of the report. To open the filter fields, in Power BI Desktop, press CTRL + left click on the arrow button. To close the filter selection, press CTRL + left click on the new arrow button.

Version 8.1x or higher: Report filters can be find behind the button "Filters", located on the right side of the screen. Filters can be applied on visual, page or report level. To filter a specific visual, select that visual when you have the filter panel open.

Version 8.2x or higher: Before you have landed on the Welcome page with report buttons, the new template version will display the Dashboard view instead. There is a new menu with all report options that has been introduced to the left which stays always visible when you switch between reports. This template version is used in combination with the most current version of Power BI Desktop.

 

Report Overview

The following Report overview shows views from earlier template versions, still the data that is displayed is the same and most of the visuals are linked to detailed information that will expand when you drill down on the data and click on certain values in the tables or a certain values in a bar chart or bubble chart.