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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.

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Configuring CardioLog SaaS

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 Power BI Content Packs.

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• Datasets - Imported or connected data from an external source. For our purposes, this is your CardioLog usage report data.
• Reports - A collection of different data visualizations all sourced from the same Dataset. Reports can be created manually or or automatically simply by selecting the data you would like to have presented. A single report may appear in multiple Dashboards.
• Dashboards - A manually created presentation of data that may be sourced from multiple Datasets.

Create and Edit Reports

CardioLog includes many helpful report data templates that will be included in your imported organizational data. There are several different ways to create a new report in Power BI.

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You can learn more about reports in general here: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-reports/

Create and Edit Dashboards

Once you've opened an organizational content pack 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/ 

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Learn how to share your dashboards with anyone here: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-share-unshare-dashboard/

Filter and Highlight Reports

Power BI contains several levels of filtering options.

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In addition to filters, you may also highlight information. This will not remove unrelated information but will focus on a specific set of data, and dim other data. While in Reading View, you may use multiple filters and highlights across your data sets. Selecting more than one filter will apply both filters to your data. For example, if you filter a Portal Growth report by department and time range, and filter using fields labeled "Marketing" and "2016," then you will see all Portal Growth and activity from the Marketing team during the year 2016.

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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In order to help your team use the feature thoroughly, you can also add keywords to labels, headings and titles. For tips on optimizing your reports see: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-make-your-data-work-well-with-q-and-a/

How to Share Your Data

You can easily share your data reports and dashboards with colleagues. From the left side browser simply click on the ellipsis (...) next to the dashboard you would like to share and select Share. A dialog window will appear with options to send a link via email, or update who can read or edit your dashboard. For more information about Sharing, click here: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-share-unshare-dashboard/

Import Organizational Data

Connecting to your organization's CardioLog dataset requires previous configuration by an Administrator. Once your organization has configured CardioLog SaaS for use with Power BI, data will actively update across dashboards and reports.

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