Overview

Microsoft Power BI is a suite of business analytic tools to analyze data and share insights. Monitor your business and get answers quickly with rich dashboards available on every device.

Mac users can use Power Bi via an online dashboard. This dashboard must be created by a windows user first.

1.Installing Microsoft Power BI Desktop (For Windows)

First if you don't already have Power BI you can download here → https://powerbi.microsoft.com/en-us/downloads/

Microsoft Power BI Desktop download and follow prompts to install. Power BI is installed as an application, and runs on your desktop. 

When you run Power BI Desktop → Sign in or create a sign in.

A welcome screen is displayed

BUT WAIT! Before you can start using Power BI you need your Organizational Code this can be found in BUZ under Reports ->  Right hand side ( 5 character code) or contact BUZ Support to supply your Organizational Code. 

Power Bi (For Mac)

Power Bi does not have a desktop version for Mac, to use Power BI with Mac the dashboard must be created by a Windows user first.  To do this refer to the below steps to Import your Data Using Power Bi format received from the windows user

1. Save this on your local drive

Sign in/up to Power Bi online ->PowerBi Sign in

If you have not signed up before go to Sign up free → Create an account

  Follow the steps and set up an account

Once logged into Power Bi select "Files"

1. Select Local File, find you document

5.  Import data into Power Bi

2. Connect to your Data for Windows 

 1. Open Power BI 

2. Go to → Get Data

3. Open the OData Feed-> Select Other -> OData Feed -> Connect

4.  Enter the following URL to connect to the database https://reports.api.buzsoftware.com.au

5. Select Basic -> sign in using your credentials. 

Your user name will have your organizational code ->this can be found in BUZ under Reports ->  Right hand side ( 5 character codee.g. BUZDM) forward slash your username for BUZ which should be your email address. 

Password is your normal BUZ password.

6. Load the data

Select → SalesReport → Edit button.

7.  Power BI Desktop also includes Query Editor, which opens in a separate window. In Query Editor, you can build queries and transform data, then load that refined data model into Power BI Desktop, and create reports.

Select and filter what data to show in the Power Bi report by selecting or deleting columns and applying required filters.

8. Once you have the required data from Query Editor → Close & Apply

There are three views in Power BI Desktop: Report view, Data view, and Relationships view. 

The following screen shows the three view icons along the left of Power BI Desktop: Report, Data, and Relationships, from top to bottom. The currently displayed view is indicated by the yellow bar along the left. In this case, Report view is currently displayed. You can change views by selecting any of those three icons. 

In Report view the data will populate into a column on the right called fields → Select what data you want to see in the report by selecting or dragging the fields in the order you wish for these to display.

Example Report → 

OrderNo →  Customer →  Dispatch_Suburb →  Dispatch_Post_Code →  Order_Amount_ExTax →  Order_Amount_IncTax →  Workflow_Dispatch_Status →  Workflow_Job_Tracking_Status → Order_status

With Power BI Desktop installed you’re ready to connect to data, shape data, and build reports (usually in that order). 

Further help can be found:

https://docs.microsoft.com/en-us/power-bi/

https://docs.microsoft.com/en-us/power-bi/guided-learning/

Connect Data via Excel

Connecting your data via excel, if you dont already have Power Query you can download here → https://www.microsoft.com/en-au/download/details.aspx?id=39379

Once downloaded follow the below steps to retrieve your data

1. Open Excel, click on power Query tab
2. Click on "From other sources", select "From OData Feed"
3. Type in your URL → https://reports.api.buzsoftware.com.au
4. Sign in using your credentials
   1. your user name will have your organizational code (xxxx) forward slash your username for BUZ. Can be found in BUZ under Reports ->  Right hand side ( 5 Character code) or contact BUZ Support to supply your Organizational Code. You will need to receive your organizational code from support to be able to receive your data (Example: MMPCD/support@buzsoftware.com.au)

Editing Data Dates on import

When importing the data if you do not edit the dates, it will import all current data that is in BUZ.

If you click edit data before you load, then you can select your date filters. We suggest you filter by "Invoice date" or "Accepted date"

TIPS for using Power Bi

Filtering Date/Time combination in Query Editor

Adding Columns in Data View

For more specific reporting extra columns can be added to combine existing column data with formulas → Modeling → New Column →  Enter the parameters/formulas required.

1.

2.

Formula = TotalAmt = CALCULATE(SUM([Order_Amount_IncTax]),FILTER('SalesReport',[OrderNo]=EARLIER([OrderNo])))

TotalAMT = new column name

CALCULATE = define a column’s values, anything from putting together text values from a couple of different columns to calculating a numeric value from other values

SUM([Order_Amount_IncTax])= a sum of the numeric data from the Order_Amount_IncTax column

FILTER('SalesReport',[OrderNo]=EARLIER([OrderNo])) = used to refer to the table and order no data you want to filter, (SalesReport table), EARLIER which already has the same order number.

3.

4.

Further Help can be found: https://docs.microsoft.com/en-us/power-bi/desktop-quickstart-learn-dax-basics

Change organization your connected to

1. Open Power BI data link
2. File > Options and settings >Data source settings
3. Click Edit Permissions
4. Edit credentials > Save
5. Now you can "get data" for this organisation 
   
   

Edit data loaded

Edit Queries will allow you to filter the data downloading into the reports

Refreshing Data

To Retrieve new data from BUZ select "Refresh" from your home tab

Report Graphs

You can visualize the report data by selecting one of these graphs

Create a new Power BI report

Powerbi-service-create-a-new-report/