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SharePoint Online

Once you have installed the CardioLog Analytics SaaS add-in for SharePoint from the Microsoft Office Store, you will then be directed to a configuration screen.

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Step 2: Choose User Properties To Report On

In this section you can select all user profile properties that you would like to filter and report on. This information will be taken from SharePoint user profiles. If you have created custom profile properties you can also use them.
 It is recommended to select the following basic attributes - department, office, country, manager, title, picture URL.

 

(question) What are SharePoint Profiles?

  1. Using the search bar, enter the name of any property you would like to find and include.

  2. Select the button next to each user property you would like to include in your usage reports.

  3. Click Save to confirm your selection.

Properties may be added or removed at any time to accommodate your needs.


CardioLog SaaS Configuration Screen: Step 2

Step 3: Connect to Power BI

In this step you can connect to Power BI to gain access to the your CardioLog Analytics reports.

  1. Click Connect to Power BI and enter the Username and Password of a Power BI Pro user and click Save. This user will be the owner of the CardioLog Analytics SaaS app workspace in Power BI and will be able to share it with others in the organization. 

    CardioLog SaaS Configuration Screen: Step 3

  2. Go to the Power BI interface. 

    1. Login with the credentials you entered in Step 1.

    2. Create a Power BI app workspace for the CardioLog Analytics reports. Learn more about Power BI app workspaces.

      1. Select Workspaces > Create app workspace

      2. Enter the following details:
        Name - CardioLog Analytics
        Privacy - Private - Only approved members can see what's inside
        Permissions - Members can edit Power BI content

      3. Add email addresses of people you want to have access to the workspace, and select Add. Note that you can't add group aliases, just individuals.

      4. Decide whether each person is a member or an admin (admins can edit the workspace itself, including adding other members, members can edit the content in the workspace) and click Save.

  3. CardioLog Analytics reports will be available in your app workspce within a few business days. You will recieve an email notification as soon as all the data has been processed and your reports are ready to use.

  4. When the reports are ready, share them with your colleagues:
    1. Sign in to Power BI with the credentials you entered in Step 1.
    2. Select Worksaces > CardioLog Analytics > select the Publish app button in the upper right to start the process of sharing all the content in that workspace.
    3. First, on Details, enter the following details:
      Description - Analytics for SharePoint and Yammer
      Background color - Gray
    4. Next, on Content, you see the content that's going to be published as part of the app. Select Specific content in the App landing page. 
    5. Last, on Access, decide who has access to the app: either everyone in your organization, or specific people or email distribution lists and click Finish.
 

SharePoint 2013/2016