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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 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 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.

Contents

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.

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/ 

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 affecting your team's data: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-organizational-content-packs-use-and-work-with/

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/

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.

  1. The simplest way to begin is selecting the Dataset you would like to work with from the navigation menu on the left side of the page. This will present you with a blank report canvas.
  2. From the Visualizations menu on the right side of the page, you may begin by clicking the type of graph visualization you would like to add. You can change the type of graph at any time to best suit the data would like to present.
  3. From the Fields menu on the right side of the page, you can begin typing to quickly find the data and filters you would like to report. Use multiple filters to fine tune your presentation. For example you may select Average Page Views per Session, Month, and User Category to find out which departments have been using your portal in depth recently.
  4. From the File menu above your report canvas, click Save to save any changes or updates to your report. Attempting to move to another section of Power BI before saving will also prompt you with an option to Save your changes.

You can find more information here: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-create-a-new-report/

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

Filter and Highlight Reports

Power BI contains several levels of filtering options.

  • Page Filters - Apply to all visual graphs and meters on the current page
  • Visual Filters - Apply to an individual visual data widget
  • Report Filters - Apply to all pages of a single report

Similarly, there are three types of filters that can be applied to different aspects of your data.

  • 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 specifc as fractions of a second, to as broad as years, depending on the report and data available.

In addition to filters, you may also highlight information. This will not remove unrelated information but will focus on a specific set of 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

Additionally, you can ask your data questions using plain language search terms. For more information about how Power BI interprets commonly used words, see: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-q-and-a-tips/

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. 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/

Share Your Data

You can easily share your data reports and dashboards with colleagues. Simply click on the ellipsis next to the dashboard you would like to share in the left side browser and select Share. A dialog window will appear with options to send a link via email, or edit 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.

Open Power BI and follow these instructions in order to open an organizational content pack: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-organizational-content-pack-find-and-open/

You can find more information about how organizational content packs work, and how to collaborate with your coworkers here: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-organizational-content-packs-introduction/

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