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CardioLog Software as a Service (SaaS) now allows you to gain all the benefits of CardioLog Analytics usage reports for your SharePoint website without having to own and maintain servers or extra equipment. With all of your usage report data in the cloud, you can also now use Microsoft Power BI to visualize and understand information about your website and your users.
Power BI allows users to visualize and analyze their data using customizable templates in either a their browser or desktop application. In order to integrate your CardioLog usage report data with Power BI, first you will need to make sure you have either the desktop application installed or the have the web app configured. Additionally, your company or organization will have to pre-configure integration with CardioLog. For more information, see MS Power BI support. If your company already uses Power BI for other uses, CardioLog data can easily integrate into your workflow.
While CardioLog SaaS collects all the same data as our standard on-premise edition, Power BI gives you a different set of tools to visualize that data. Some important differences include live filters directly accessible from within reports that allow you to quickly compare multiple time periods and Microsoft's intelligent question based filters. You can also combine datasets from different sources. For example, you can view site usage data collected by CardioLog alongside usage data from a mobile app, or company sales reports.
In order to use CardioLog Analytics SaaS, you will need at least one Power BI Pro account.
A Power BI pro account is required for any end user who will need to share reports and collaborate on reports.
End users who just need to consume reports, do not need a Power BI pro account. You can export reports for them (to CSV, PDF, Excel) or embed the report within SharePoint (using the publish to web - creates a public link to the report).
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CardioLog has a simple configuration wizard for CardioLog SaaS that allows you to choose which of your sites you would like to track, which attributes to report on, the tracking code you'll need to add to your sites, and how to integrate with Power BI Content Packs.
Once configured, there are three main components within Power BI: Datasets, Reports and Dashboards.
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You can learn more about reports in general here: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-reports/
Note: A Power BI pro account is required in order to create and edit reports.
Create and Edit Dashboards
Once you've opened an organizational content pack accessed the CardioLog Analytics workspace in Power BI, you will be interacting with your report in Reading View. This mode provides a simple and powerful way to view all aspects of the data in your report. In most cases simply hovering or clicking on a graph or data point will isolate the information and automatically visually cross-highlight the rest of your report page. To learn more about Reading View, click here: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-interact-with-a-report-in-reading-view/
CardioLog Saas comes with a wide array of Dashboard templates out of the box. If you'd like to customize these or create your own, follow these instructions to edit your dashboards and reports, without without affecting your team's data: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-organizational-content-packs-use-and-work-with/, create a personal copy to work on - Workspaces > CardioLog Analytics > Reports > click on CardioLog Analytics SaaS > File > Save as.
To better understand how to use Power BI dashboards in general, you can learn more here: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-dashboards/Learn how to share your dashboards with anyone here: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-share-unshare-dashboard/
Note: A Power BI pro account is required in order to create and edit dashboards.
Filter, Highlight and Drill Down in Reports
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You can easily drill down in a visualization in Power BI s as detailed here: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-drill-down-in-a-visualization/#method-1-for-drill-down
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- Make sure you are working on a copy of the report (and not the original), then click on Edit report from the top menu:
- Open the Visualizations menu on the right, and select the Hierarchy Slicer visual:
- In the Fields menu, expand SharePoint Tree and drag SP Tree Hierarchy into the visual's Fields:
This will add a visual representation of the portal structure that you can use as slicer. To filter the report, expand the tree to find the part of the portal you are interested in, and mark the box next to it. That will automatically filter all the visuals in the report to reflect on that particular part of the portal.
Specific URL
The easiest way to scope any report to a specific tree item (URL) is to add the Slicer visual to the report:
- Make sure you are working on a copy of the report (and not the original), then click on Edit report from the top menu:
- Open the Visualizations menu on the right, and select the Slicer visual:
- Select the Tree Url column and then search for the URL:
Ask Your Data Questions
Power BI integrates robust search features that allow you to ask natural language questions that it will interpret and use to actively filter and sort your data. Upon entering any text in the Question field at the top of your report, Power BI will immediately begin offering common suggestions. You may either select a sample question, or continue typing to complete your question phrase. If a dedicated widget does not already exist for the metric you are searching for, Power BI will automatically create a new report widget based on your question terms.
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How to Share Your Data
You can easily share your data your data, reports and dashboards with colleagues and site owners., with Power BI Pro users by sharing the CardioLog Analytics app workspace with them.
Learn how to share your dashboards here: https://docs.microsoft.com/en-us/power-bi/service-share-dashboards
End users who need to consume reports, do not need a Power BI pro account. You can export the data for them (PDF, Excel, Power Point) or embed the report within SharePoint.
Embedding a report into SharePoint
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1. From the CardioLog report, click on File and choose Publish to Web or or Embed in SharePoint Online
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3. When choosing Embed in SharePoint Online, to go a modern SharePoint page, add a Power BI web part and choose your report.
Note: Only the Power BI pro user who owns the content pack CardioLog Aalytics app workspace can embed the report (you should use your Power BI pro account who is content pack owner).
Sharing a dashboard
Using this option allows you to share the fully interactive reports with specific users or groups. Enter the users or groups you would like to share the report with, and they will receive an email with a link to the dashboard. To access the dashboard they will need to login to Power BI (can be done with a free account). They will be able to see the dashboard within their list of dashboards to come back to it later on. If they click on the title of the dashboard they will get to the full report.
Advantages: This option is best if you would like to have full control over who can access the report (users who you didn't specify can access the report will not be able to see it).
Steps:
1. Go into the report. From the top menu select Pin Live Page and create a new dashboard
2. Go into the new dashboard. From the top menu click Share.
3. A dialog window will appear with options to send a link via email, or update who can read or edit your dashboard. Enter the email addresses of the users who you would like to get access to the report.
Note: this option can only be used when the report is not part of a content pack. For more information about Sharing, click here: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-share-unshare-dashboard/
To make it easier for site owners to find information about their sites, you can use a report such as this one:
The report can utilize a site collection and/or subsite filters. Users can also search within the dropdown list to find their site:
How to Export your Data
- Any visual (widget) can be exported to Excel
- Full reports and dashboards can be exported to PDF or printed
- Email a dashboard to a colleague (they will get a link to the interactive report)
- Embed interactive reports to SharePoint Online using office 365 single-sign-on (applies Power BI permissions - if users are not permitted to see the reports in Power BI they want see it SharePoint Online)
- Embed interactive reports to any website or create a public link to the report (no need to sign-in to view the report)
- A set of reports can be exported to Power Point
- The full dataset can be exported to an .odc file (an Excel file which works a pivot table and holds a connection to the data source - so whenever the data refreshes the Excel file will refresh as well).