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CardioLog Software as a Service (SaaS) 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 their browser. In order to integrate your CardioLog usage report data with Power BI, first you will need to make sure you 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.
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In order to use CardioLog Analytics SaaS, you will need at least one user account with Power BI Pro accountBI Pro or Power BI Premium Per User (PPU) license.
A Power BI pro account Pro or Power BI Premium Per User (PPU) license is required for any end user who would like to share reports and collaborate on reports.
End users who would like to consume reports, do not need a Power BI pro account Pro or Power BI Premium Per User (PPU) license. You can export the data for them (to PDF, CSV, Excel, Power Point) or embed reports within SharePoint.
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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.
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View CardioLog SaaS Reports
CardioLog Analytics SaaS includes many helpful report data templates that will be reports that are included in your imported organizational data.
To view reports, sign in to Power BI Web Interface with your Power BI Pro or Power BI Premium Per User (PPU) account credentials, go to Workspaces > CardioLog Analytics > Reports > click on CardioLog Analytics SaaS.
Create and Edit Reports
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/
Note: A Power BI pro account is user account with Power BI Pro or Power BI Premium Per User (PPU) license is required in order to create and edit reports.
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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/
Note: A A Power BI pro account is Pro or Power BI Premium Per User (PPU) license is required in order to create and edit dashboards.
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- Text Fields - Apply to pre-defined fields such as campaigns, departments, usernames, etc.
- Numeric Fields - Apply to data values such as number of visitors, page views, posts, etc.
- Date and Time - Apply time based filters to your data from as specific as fractions of a second, to as broad as years, depending on the report and data available.
- Portal Tree Hierarchy - Apply page hierarchy filters to your data based on a page level within your portal, and its related child pages.
The Reset Filters button at the top right of the Power BI report page allows you to quickly revert all filters on your report to their default settings. This feature is especially useful if you have applied multiple filters to explore your data and want to start over with a clean slate.
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 would like to filter a Portal Growth report by department and time range, and filter using fields labeled "Marketing" and " D20162016," then you will see all Portal Growth and activity from the Marketing team during the year 2016.
You can easily drill down in a visualization in Power BI as detailed here: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-drill-down-in-a-visualization/#method-1-for-drill-down
Portal Tree Hierarchy
The easiest simplest way to scope any narrow down a report to a specific site collection (or a specific particular subsite, library, list, etc.) is to add the Hierarchy Slicer visual to the report:
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by using the Portal Tree Filter:
- 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.
- Please note that a "(Blank)" entry may appear in the Portal Tree filter when there is usage data (events) recorded for SharePoint items not shown in the hierarchy. These items are either located deeper in the hierarchy or are not part of the top 5 levels displayed by default.
Specific URL
The easiest simplest way to scope any narrow down a report to a specific tree specific tree item (URL) is to add the is by adding 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 under the Content | SharePoint Tree table and then search for the URL:
Exclude Single Page Visits to the Homepage
In order to exclude single page visits to the homepage, add the Home Page Exclude Bounces filter to the report:
- Make sure you are working on a copy of the report (and not the original), then click on Edit from the top menu:
- In the Fields menu, search for the Home Page Exclude Bounces field and drag it into the Filters section:
- By default, the report includes data for all visits the homepage, including single page visits in which the user opens the homepage and then leaves to a different website or closes the browser.
In order to exclude this data, uncheck the homepage 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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You can share your data, reports and dashboards, with users who have the Power BI Pro users or Power BI Premium Per User (PPU) license by sharing the CardioLog Analytics app workspace with them.
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End users who need to consume reports data, do not need a Power BI pro accountPro or Power BI Premium Per User (PPU) license. You can export the data for them (to PDF, CSV, Excel, Power Point, web link).
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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 user with Power BI pro user Pro or Power BI Premium Per User (PPU) license who owns the CardioLog Analytics app workspace can embed the report.
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How to Export your Data
- Use the export data option to export any visual (widget) to Excel
- Use the print option to print a dashboard, a report page, or a report visual, to export it to PDF (by setting a virtual printer such as the Microsoft Print to PDF).
- Use the share option to email a dashboard or a report page to your colleagues (they will get a link to the interactive report). You can also share filtered reports with your colleagues.
- Use the subscribe option to send a dashboard or a report page via Email (note that this option is currently not available for customers using SSAS).
- Use the embed to SharePoint Online option to embed interactive reports to SharePoint Online using office 365 single-sign-on.
- Use the publish to web option to embed interactive reports to any website or create a public link to the report (no need to sign-in to view the report)
- Use the export to Power Point to create a slide deck based on your report.
- Use the analyze in Excel option to export the full dataset to an .odc file and use it in other applications (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).
- Use the download option to export the full report to a .pbix file and use it in Power BI Desktop.
Conceal Personal Identifiable Information (PII)
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CardioLog Analytics SaaS reports with PII Concealment feature enabled
When PII concealment is enabled, the following data is concealed by default in CardioLog Analytics SaaS:
- User account name (UPN), display name and email address
- SharePoint group names
- SharePoint user profile attribute values (configurable, you can select which attributes to conceal and which ones not to conceal in the CardioLog Analytics SaaS configuration page).
Hence, it is not possible to filter reports by specific users, groups and/or concealed user profile attributes when PII concealment is enabled.
Row Level Security
Row Level Security is a powerful feature designed for site owners to access reports exclusively for their own sites. By implementing this feature, you ensure that each site owner accesses only the data relevant to their site, leading to improved efficiency, focus, enhanced data protection, and optimized performance.
Benefits of Row Level Security
Enhanced Data Protection: Row Level Security ensures that each site owner has access only to the data for their specific site. This prevents unauthorized access and enhances overall data security.
Tailored Data Views: Row Level Security allows for customized data views tailored to each site owner. This means that site owners will only see data that is directly relevant to their responsibilities, increasing efficiency and productivity.
- Optimized Performance: With Row Level Security in place, site owners will experience faster report loading times and smoother operations by accessing smaller, more relevant datasets.
By utilizing Row Level Security, you can ensure data protection, improve performance, and provide tailored data views for each site owner. This feature enhances the overall user experience and contributes to the efficient management of your SharePoint portal.
How to Implement Row Level Security
To enable Row Level Security, follow the steps in the configuration guide, to select the users and groups you would like to grant report permissions to and specify the specific sites they should see reports for.