Software documentation for management, scheduling, and optimization of field operations

PowerBI report


On your dashboard blank sheet, you will see 3 buttons on the left:

Power BI source .csv

  • The first one lets you edit your report (visuals: graphs, texts, etc.)
  • The second one lets you edit your data and create calculated fields (for example, a new column)

Pie Charts

Let’s add a chart:

In the right sidebar Visualizations, click on Pie Chart

When you click on a chart present in your report, you access its configuration:

fields used, calculation mode (count, sum, etc.), and display (title, labels, colors)

  • In the right section Fields, search for status_complete: click and drag this field to the Legend area of your chart configuration.
  • Still on the right, search for id and drag the field to the Values area of the configuration.
  • To the right of the id field you just added, expand the options with the arrow and choose Count: here we want to count the rows, not sum them.
Power BI first chart

The Format section of the Visualizations tab in the chart configuration lets you edit the title, colors, labels, etc.

Power BI chart visualization

Table

Now we want to display the list of activities that correspond to the different sectors of our chart.

In Visualizations, choose Table

Add fields to the columns, as before.

Some fields will be grouped by default by PowerBI. If you want to display all rows of your data, make sure to expand the field options and select “Do not summarize”

Power BI chart table

By default, for a date-type field, PowerBI expands the “date hierarchy”; you can disable this option on the field

You can rename columns in the options for each field

Power BI chart table final

When you click on a sector of your pie chart, the table is automatically updated!

Date Filter

In PowerBI, filters are created using the SLICER visual

Add a Slicer visual and add the scheduled_start_at field

Power BI chart segment

Feel free to customize the display. Changing the dates in this slicer allows you to filter the entire report.

Report Filters

You can add as many slicers as you want to create multiple filters: Client, Market, Activity Type, etc.
Power BI demo

Now it’s your turn!